TOP 30 Flexible financing in New York, New York

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Merrill Lynch Financial Advisor Don Theodorou is a leading finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. With a focus on managing your wealth, Don Theodorou offers personalized wealth management strategies tailored to your goals and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Don Theodorou can help you create a flexible financial strategy to navigate today's changing market conditions. Through Merrill Personal Wealth Analysis™, Don Theodorou can help you build a personalized plan centered on your goals and aspirations. By starting with a conversation to understand what matters most to you, Don Theodorou can assist with a range of financial needs, from retirement planning to funding a child's education. With a deep understanding of behavioral finance, Don Theodorou uses the Investment Personality Assessment to customize your financial approach and help you pursue what matters most.

Merrill Lynch Financial Advisor Caleb Atwater is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Caleb Atwater focuses on providing a personalized wealth management approach that is flexible and tailored to the individual needs of clients. He offers access to the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. Caleb is dedicated to delivering excellent service and helping clients pursue their goals. He is actively involved in volunteering in his community and currently serves on the Williamson Public Library Board. Merrill Personal Wealth Analysis™ is used to build and document personalized financial plans centered on clients' goals and priorities. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. The institution focuses on understanding clients' aspirations and providing tailored financial approaches to help them achieve their goals. The Investment Personality Assessment is utilized to gain a deeper understanding of clients' investing preferences.

The Oak Group is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. Our mission is to help individuals take a proactive approach to their personal financial situation by providing sound advice and guidance for their financial future. We specialize in investing, retirement planning, estate planning, and wealth preservation. Our team at The Oak Group is dedicated to helping clients pursue their financial goals and make informed decisions. As part of Wells Fargo Investment Institute, we offer insights and outlooks on the economy, equities, fixed income, real assets, and alternative investments. Our President, Darrell Cronk, provides valuable information on current market trends and potential impacts on investments. We also provide weekly market insights, economic data analysis, and reports on timely market topics.

Merrill Lynch Financial Advisor Kenneth Beesmer is a trusted institution located at 108 North Front Street, Kingston, New York, United States. Specializing in finance, Kenneth Beesmer believes in managing wealth by understanding your full financial picture and creating a flexible strategy tailored to your unique goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Kenneth can help you pursue your financial aspirations through personalized wealth management strategies. Committed to community involvement, Kenneth volunteers with local organizations to give back to the communities he serves. By utilizing Merrill Personal Wealth Analysis™, Kenneth can build a personalized plan centered around your goals and aspirations. Supported by the global resources of Merrill, Kenneth's team is dedicated to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor George F. Decker Jr. is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. George F. Decker Jr. can assist in creating a flexible strategy tailored to your specific needs, with access to investment insights from Merrill and banking solutions from Bank of America. As a Merrill Lynch Wealth Management advisor, George F. Decker Jr. is dedicated to helping you achieve your financial goals through personalized wealth management strategies. With a commitment to community involvement, George F. Decker Jr. volunteers with local organizations to give back to the community. By conducting a Merrill Personal Wealth Analysis™, a personalized financial plan can be developed centered on your goals and aspirations. Your financial advisor at Merrill Lynch Wealth Management focuses on what matters most to you - your family, goals, and priorities, adjusting strategies as your needs evolve over time.

Merrill Lynch Financial Advisor Robert T Steck is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. The institution specializes in managing wealth by creating flexible strategies tailored to individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, the team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. Robert Steck and his team believe in understanding each client's unique financial situation and goals to create personalized wealth management strategies. The Merrill Personal Wealth Analysis™ helps to build a personalized plan centered on individual goals and aspirations. By utilizing the Investment Personality Assessment, they can gain a deeper understanding of each investor's preferences and customize financial approaches accordingly.

Merrill Lynch Financial Advisor Ola Jose is a reputable institution located at 1325 Franklin Avenue, Garden City, New York, United States. Specializing in finance, Ola Jose is accessible, knowledgeable, and experienced, dedicated to building and maintaining strong relationships with clients. With a passion for helping individuals and families make important financial decisions, Ola Jose offers personalized wealth management strategies tailored to each client's unique goals and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Ola Jose helps clients create flexible strategies to navigate changing market conditions. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Ola Jose gains a deep understanding of each client's financial situation, goals, and preferences to develop customized plans for their future.

Network Capital Services Inc is a leading finance institution located at 353 Veterans Memorial Highway in Commack, New York. Our expert team provides a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement solutions. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how we can help you navigate the complexities of the financial world.

Wall Street Alliance Group, located at 75 Maiden Lane, New York, New York, United States, is a finance institution that specializes in providing competent advice and strategies to help individuals and institutions navigate challenges and seize opportunities in the ever-changing financial environment. With leadership that has been planning for high net worth individuals since 2003, our team offers high-level advisory services in all 50 states. Our broker dealer manages over $86 billion in assets across all clientele. At Wall Street Alliance Group, we understand that each individual's financial situation is unique, which is why we design portfolios tailored to individual circumstances. As an independent firm, we have the flexibility to choose from a variety of investment vehicles to best suit our clients' needs.

Diversified Financial Solutions is a comprehensive financial services firm located at 1355 North Ocean Avenue in Medford, New York. Our institution offers a wide range of services including finance, health, and insurance solutions to meet the diverse needs of our clients. With a team of experienced professionals, we are dedicated to providing personalized and tailored services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, health insurance options, or risk management solutions, Diversified Financial Solutions is here to help you navigate the complex world of finance and insurance. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.

Credit Mount is a trusted and reputable financial institution located at 1790 Flatbush Avenue in New York, United States. With over 14 years of experience, we specialize in providing reliable and ethical financial services, specifically tailored for real estate professionals. Our proven program has successfully worked for major companies such as Capital One and Bank of America, and is now available to individual clients. At Credit Mount, our team of experts will consult with you to understand your financial needs, develop a customized strategy, and implement the necessary measures to repair your credit history and achieve your financial goals. We offer free advice from specialists when you fill out our form, and we work closely with financial institutions, mortgage brokers, real estate brokers, attorneys, auto dealers, and other businesses to help clients improve their financial situations and manage their finances wisely.

Merrill Lynch Financial Advisor Jeffrey B Naschek is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. As your Merrill advisor, the focus is on connecting all aspects of your financial life to help prioritize and pursue the goals that matter most to you. Managing your wealth begins with a deep understanding of your full financial picture, and creating a flexible strategy based on your priorities and market conditions. The institution provides access to investment insights from Merrill and banking solutions from Bank of America. The team is actively involved in charitable organizations such as the Crohn's & Colitis Foundation of America. The advisors and Wealth Management Client Associates are dedicated to building strong client relationships based on trust and personalized service. The institution offers personalized wealth management strategies to help clients pursue their goals. The mission is to understand each client individually and design a personalized plan to help achieve financial goals while managing investment risk. By staying updated on changes in the client's life and financial markets, the institution aims to help clients stay on track towards their goals. Jeffery Naschek is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor certification. The institution provides investment insights, tips, and strategies to help clients live their best financial life.

JD Funding Group is a finance institution located at 240 Kent Avenue in New York, United States. We prioritize the performance of your company over your personal credit history, working with lenders who report to credit agencies to increase your Business Credit. Our Grant Match & Catch Program helps you save time and energy by locating new and ongoing business grants, with services that would typically cost $3,501.44 available for a discounted price of $1,416.27 for 3 months. By working with our team, you'll have a better chance at finding and applying for grants, armed with tools and strategies to continue the process on your own. Book a call or fill out our online Business Funding Application today for assistance in securing funding for your business.

Pearson Financial is a finance and insurance agency located at 1 Garden Street in Garden City, New York, United States. Led by Pam Pearson, our team is dedicated to providing each client with a personalized financial plan that is both solid and flexible. We work with individuals, families, and small business owners to create a plan that aligns with their goals and needs, helping to provide peace of mind for the future. Our services go beyond just saving for the future - we consider all aspects of your financial well-being, including education costs, retirement planning, and protection against unforeseen setbacks. We understand that life can be unpredictable, which is why we strive to help you create, protect, and pass on assets to your loved ones.

FundFi Merchant Funding is a reputable finance institution located at 352 Fulton Avenue in Hempstead, New York, United States. As a leading provider of merchant funding solutions, FundFi offers a range of financial services tailored to meet the unique needs of businesses. With a commitment to helping businesses thrive and grow, FundFi Merchant Funding is a trusted partner for entrepreneurs looking to secure the capital they need to succeed. Visit us today to learn more about our flexible funding options and personalized financial solutions.

Copeman Tax & Accounting Services is a reputable institution located at 3458 Parkway Drive in Baldwin, New York, United States. Specializing in accounting and finance, we offer flexible hours to accommodate your busy schedule. Whether you prefer to visit us at our office or have us come to you, we are here to provide top-notch service. With Saturday and Sunday appointments available, we make it easy for you to get the financial assistance you need. Our team is dedicated to developing strategies for both business and individual clients, ensuring that we are always there when you need us, even after tax season. Let us tackle your most pressing financial issues and help you achieve your financial goals.

Dealerweb, located at 1225 Franklin Avenue in Garden City, New York, is a leading finance institution that reported a total trading volume of $36.2 trillion and an average daily volume of $1.81 trillion in March 2024. Catering to asset managers, central banks, hedge funds, and other institutional investors, Dealerweb provides access to liquidity through electronic marketplaces. With options for electronic or phone-based trading, Dealerweb offers market participants the flexibility to execute their trade strategies confidently. Tradeweb Direct, a division of Dealerweb, serves financial advisory firms, RIAs, traders, and buy-side investors with fast and reliable execution for fixed income trading needs. In 2023, Dealerweb achieved record trading volumes, expanded automation capabilities, and strategic partnerships. CEO Billy Hult has been at the helm during a year of growth and exciting acquisitions. Elisabeth Kirby, Head of Market Structure, discusses new SEC rules impacting U.S. Treasuries markets in a recent blog. Additionally, Billy Hult recently shared insights on Tradeweb's financial results and market structure in an interview with Bloomberg News. Dealerweb continues to enhance e-trading liquidity in Japan's rates market, solidifying its position as a key player in the finance industry.

Pristine Advisers is a finance institution located at 8 Walnut Avenue East in Farmingdale, New York, United States. Specializing in Investor Relations and Public Relations, Pristine Advisers helps companies build a strong reputation and sustainable growth through effective communication with the investment community, media, and social media platforms. With a focus on providing reliable business media marketing services for investment firms, Pristine Advisers is known for its credibility and reputation in the financial services marketing industry. Led by the experienced and enthusiastic Patricia Baronowski-Schneider, the team at Pristine Advisers offers a range of services including Reputation Management, Event Management, and Marketing strategies for various financial sectors. Known for their flexibility, industry knowledge, and exceptional customer service, Pristine Advisers is dedicated to helping clients achieve their business goals and maximize their success. With a track record of delivering results and exceeding expectations, Pristine Advisers is a trusted partner for companies looking to enhance their brand awareness and communication efforts.

Oddo Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States. With a strong focus on wealth management, the institution offers a wide range of financial services to help clients achieve their financial goals. Their team of experienced professionals provide personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Oddo Wealth Management Group - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world.

BDO, located at 201 Old Country Road in Melville, New York, is a leading accounting and finance institution offering a wide range of services to businesses in the area. Stay informed about emerging trends, regulatory updates, and the latest headlines in the industry. Discover how to drive new growth and find competitive advantages for your business with valuable data and insights. Our Melville office serves the Long Island and New York Metropolitan Area, providing world-class resources and exceptional service to our clients. With a team of talented professionals, we offer assurance, tax, and advisory services to various industries including manufacturing, retail, real estate, technology, and more.

Derek Lundquist - Thrivent is a finance institution located at 77 Deer Park Avenue in Babylon, New York, United States. Specializing in financial planning and investment services, Derek Lundquist - Thrivent offers personalized solutions to help individuals and families achieve their financial goals. With a team of experienced professionals, the institution provides expert guidance and support to clients looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for the long term, Derek Lundquist - Thrivent is dedicated to helping you make informed decisions and build a strong financial foundation. Visit their office in Babylon or contact them today to learn more about their services.

Merrill Lynch Financial Advisor Brian J Campbell, located at 300 Broadhollow Road in Melville, New York, offers a wide range of financial services to clients in the United States. With over 35 years of experience, Brian provides concierge service and guidance to a variety of clients including Endowments, Charitable organizations, Corporate Executives, Family Trusts and Individual Investors. Through a goals-based approach and access to specialists in various areas, Brian tailors investment strategies and risk management solutions to meet the unique needs of each client. Brian holds several FINRA registrations and designations, including Chartered Retirement Planning Counselor (CRPC) and Senior Portfolio Advisor. He is actively involved in various charitable organizations and brings a wealth of experience and expertise to his clients. With the support of the Bank of America Private Bank, Brian and his team provide specialized services in wealth structuring, estate planning, philanthropy, and investment management.

Cooper Financial Consulting is an accounting and finance institution located at 14 Columbia Street in Amsterdam, New York, United States. They offer a wide range of services including reviewing and posting vendor invoices, scheduling and posting vendor payments, year-end reporting, customer invoicing, financial analysis, budgeting, payroll services, and more. With a focus on helping businesses improve their bottom line through data analysis and process improvement, owner Jason Cooper brings over 20 years of accounting and business experience to the table. Cooper Financial Consulting serves customers virtually across the U.S. and on-site in the Upstate NY/Capital Region area.

Lee Investment Management LLC is a finance institution located at 63 Putnam Street in Saratoga Springs, New York, United States. Specializing in investment management, our team of experts is dedicated to providing personalized financial solutions to help our clients achieve their goals. With a focus on strategic planning and risk management, we strive to maximize returns while minimizing risks for our clients. Contact us today to learn more about how Lee Investment Management LLC can help you secure your financial future.

Merrill Lynch Financial Advisor Samuel Yeager is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. This institution offers personalized wealth management strategies tailored to your goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Samuel Yeager can help you create a flexible financial strategy in today's changing market conditions. By conducting a Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. As a Chartered Retirement Planning Counselor™, Samuel Yeager is registered to do business in several states and can assist you in making informed investment decisions. The institution focuses on understanding your financial situation, family dynamics, and what matters most to you in order to design a customized approach that reflects your unique needs. With a dedication to helping you achieve your goals, Samuel Yeager will work with you to stay on track regardless of market fluctuations.

CFO for Hire is a leading accounting and finance institution located at 255 Washington Avenue Extension in Albany, New York, United States. Our team of experienced financial professionals offers comprehensive CFO services on a flexible, as-needed basis to help businesses of all sizes achieve their financial goals. Whether you need assistance with financial planning, budgeting, forecasting, or strategic decision-making, CFO for Hire is here to provide expert guidance and support. Contact us today to learn more about how we can help your business thrive.

Merrill Lynch Financial Advisor Dante Battaglia, located at 6245 Sheridan Drive, Suite 300 in Williamsville, New York, offers personalized financial insights, observations, and ideas to help clients pursue their financial goals. Dante Battaglia and his team are dedicated to helping clients achieve what matters most to them and their families by creating flexible wealth management strategies tailored to individual needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive approach to managing their wealth. Dante Battaglia believes in building strong client relationships based on trust and personalized service, and is committed to participating in the communities he serves. Through the Merrill Personal Wealth Analysis™ process, clients can work with Dante Battaglia to develop a personalized financial plan centered on their goals and priorities. By getting to know clients personally and understanding their investing preferences, Dante Battaglia can help them pursue what matters most and achieve their financial aspirations. With a focus on ongoing communication and adjustments to financial approaches as life and goals change, Dante Battaglia and his team are dedicated to helping clients stay on track to achieve their financial objectives. Whether clients are planning for retirement, saving for a major purchase, or preparing to pass wealth to future generations, Dante Battaglia can provide guidance and support to help them navigate the complexities of their financial lives. With a commitment to putting clients first and providing personalized investment strategies, Dante Battaglia and his team at Merrill Lynch Wealth Management are dedicated to helping clients live their best financial lives.

At Edward Jones - Financial Advisor: Courtney A Laffler, CFP®|CRPC™ in Fairport, New York, you can trust in the expertise and professionalism of a Certified Financial Planner and Chartered Retirement Planning Counselor. Located at 370 Woodcliff Drive, this finance institution offers personalized financial advice and services to help you achieve your financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Courtney A Laffler and her team are dedicated to providing you with the guidance and support you need to secure your financial future.

The Hudson Valley Financial Group, located at 652 New York 299 in Highland, New York, is a finance institution that helps clients turn their dreams into goals, with a focus on flexibility and confidence. The team at The Hudson Valley Financial Group, part of Sullivan & Associates Wealth Management, offers securities-related services to residents of various states, including AZ, CA, CT, FL, GA, IA, KY, MA, MD, ME, NC, NJ, NV, NY, PA, SC, TX, and VA. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, with insurance products available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions and actions taken on social media platforms do not necessarily reflect the views of The Hudson Valley Financial Group. As you explore the services offered by The Hudson Valley Financial Group, please be aware that you are leaving the Wells Fargo website and entering a privately owned website operated by a third party. Make sure to review the third party's policies and terms and conditions before proceeding.

Merrill Lynch Financial Advisor Dean Marquis, located at 2649 South Road, Poughkeepsie, New York, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed about market trends and global economy with timely insights to help you stay on track. By answering some questions, you can be matched with advisors best suited to your needs. Dean Marquis can help you create a flexible strategy tailored to your financial goals, with access to the investment insights of Merrill and the banking convenience of Bank of America. With a focus on understanding your unique financial picture, Dean Marquis works to develop personalized wealth management strategies to help you pursue your goals. By discussing your aspirations and priorities, Dean Marquis can provide guidance on managing investment risk and turning your financial goals into reality. The institution believes in a personalized approach to financial planning, starting with a conversation to identify and prioritize your goals. Through tools like the Investment Personality Assessment, Dean Marquis can customize your financial approach to align with what matters most to you. The institution offers access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you work towards your goals. The institution goes beyond the traditional role of an advisor, providing research from BofA Global Research to help you navigate investment decisions. Remember that investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. Whether you're saving for retirement, buying a home, or funding education, Dean Marquis can help you build a clear path forward for your financial future.