Funding strategies for businesses in New York, New York

SCORE, located at 26 Federal Plaza in New York City, is a finance institution that offers free insights and knowledge to small business owners and entrepreneurs looking to start a business. With over 80 experienced mentors from various industries, SCORE NYC was named the 2024 Regional Chapter of the Year for its impact and support of local small businesses in the Greater NYC area. The institution is dedicated to helping clients succeed and is always looking for new mentors to join their team. SCORE also hosts events like the National Small Business Week Virtual Summit, providing educational webinars, resources, and networking opportunities. They offer specialized resources and mentoring approaches through their SCORE for All platform to meet the diverse needs of entrepreneurs. Since 1964, SCORE has mentored over 11 million small business owners. They offer workshops on topics like Federal Government contracting, Intellectual Property protection, and starting a business in the food industry. Additionally, they have programs like the Advisory Board Program for established small businesses and Money 101 for women looking to increase their financial knowledge. SCORE NYC is funded in part by a Cooperative Agreement with the U.S. Small Business Administration.

Keystone Financial Advisors is a leading finance institution located at 50 Main Street in White Plains, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or navigate complex financial decisions, Keystone Financial Advisors is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Calderone Financial Services is a reputable finance institution located at 20 Maple Avenue in Armonk, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with taxes, Calderone Financial Services is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence make them a trusted partner in managing your finances effectively.

The David J. Yvars Group is a prestigious finance institution located at 400 Columbus Avenue in Valhalla, New York, United States. With a strong reputation for excellence in financial services, the institution offers a wide range of investment options and financial planning solutions to help clients achieve their goals. The team at The David J. Yvars Group is dedicated to providing personalized service and expert advice to assist clients in making informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The David J. Yvars Group is committed to helping you succeed.

Truvium Capital Partners is a finance institution located at 80 Business Park Drive in Armonk, New York. Specializing in investment management and financial advisory services, Truvium Capital Partners is committed to helping clients achieve their financial goals through strategic planning and personalized solutions. With a team of experienced professionals and a dedication to excellence, Truvium Capital Partners is a trusted partner for individuals and businesses seeking expert financial guidance.

TIAA Financial Services is a leading financial institution located at 4 Westchester Park Drive in White Plains, New York. As a trusted bank, finance, and insurance agency, TIAA offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and customer service, TIAA is committed to providing personalized solutions and expert guidance to help clients navigate the complex world of finance. Whether you're looking for banking services, investment advice, or insurance coverage, TIAA Financial Services has you covered. Visit their office in White Plains to learn more about how they can help you secure your financial future.

KM Capital Group, Inc. is a reputable finance and insurance agency located at 3010 Westchester Avenue in Harrison, New York, United States. With a strong focus on providing top-notch financial services and insurance solutions, our team of experts is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, insurance coverage, or financial planning services, KM Capital Group, Inc. is here to provide you with personalized and professional assistance. Contact us today to learn more about how we can help you secure your financial future.

Jay Kunstreich - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2900 Westchester Avenue, Harrison, New York, United States. Jay Kunstreich holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment analysis, and more. Jay Kunstreich is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for assistance with investment strategies, insurance products, estate planning, or any other financial need, Jay Kunstreich - Financial Advisor, Ameriprise Financial Services, LLC is here to help.

Douglas Mark is a financial advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue in Rye Brook, New York, United States. Douglas Mark holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Douglas Mark is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Douglas Mark is committed to helping clients achieve their financial goals.

Planning Financial Futures, Inc is a finance institution located at 1895 Walt Whitman Road in Melville, New York. Our team of expert financial advisors is dedicated to helping individuals and businesses plan for a secure financial future. Whether you are looking to invest for retirement, save for your children's education, or grow your wealth through strategic financial planning, our experienced professionals are here to guide you every step of the way. Trust Planning Financial Futures, Inc to help you achieve your financial goals and secure a prosperous future.

Merrill Lynch Financial Advisor Elliot R Skriloff is a Senior Vice President and Portfolio Manager located at 360 Hamilton Avenue in White Plains, New York. With over 27 years of experience in the financial services industry, Elliot specializes in providing personalized financial advice, investment management strategies, retirement planning, wealth transfer, estate planning services, education planning, and financial risk management. His client base includes affluent individuals, families, corporate executives, business owners, non-profit organizations, and households with special needs family members. Elliot follows a defined process with each client, focusing on understanding their specific situations to establish objectives, develop appropriate strategies, recommend solutions, and track progress towards reaching their goals. He holds the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations, utilizing his advanced skill set to provide specialized investment services to sophisticated investors.

Frisch Financial Group, Inc. is a leading finance institution located at 777 Westchester Avenue in White Plains, New York. With a strong reputation for providing expert financial services, Frisch Financial Group offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and tailored advice to clients, ensuring they receive the best possible financial guidance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Frisch Financial Group is equipped to help you navigate the complex world of finance with confidence.

Corsair Capital is a renowned finance institution located at 717 5th Avenue in the heart of New York City. With a focus on investment management and financial services, Corsair Capital has established itself as a trusted partner for clients seeking expert advice and tailored solutions. The team at Corsair Capital is comprised of experienced professionals who are dedicated to providing top-tier financial strategies and personalized service to meet the unique needs of each client. Whether you are looking to grow your wealth, manage risk, or plan for the future, Corsair Capital is committed to helping you achieve your financial goals.

Merchant Investment Management is a finance institution located at 600 Madison Avenue in New York, United States. We specialize in being a strategic and capital partner to successful financial services companies led by founders and entrepreneurs who are focused on growth. Our approach is straightforward, centered around people, and aimed at long-term success, ensuring true alignment with our partners. Since our establishment in 2016, Merchant has collaborated with top-tier wealth management firms and service providers, utilizing our team and capital to drive growth, operational efficiency, and new opportunities. We make equity investments as a supportive growth partner, without seeking control, to assist like-minded owner-operators in scaling their businesses effectively. With our permanent capital, we are fully committed to pursuing all avenues of growth.

Christopher Copenhaver is a Financial Advisor at Ameriprise Financial Services, LLC located at 2900 Westchester Avenue in Harrison, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, financial planning for retirees and small business owners, estate planning, investment management, and specialized areas such as divorce financial analysis and military financial advising. Christopher Copenhaver is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

Neal Siena - Financial Advisor at Ameriprise Financial Services, LLC is located at 200 Summit Lake Drive in Valhalla, New York, United States. Neal Siena holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various client needs. Neal Siena is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial planning services.

Michael Batas is a financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue, Rye Brook, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on providing comprehensive financial planning services, Michael Batas is dedicated to helping individuals and businesses achieve their financial goals.

Robert Mennona is a Financial Advisor at Ameriprise Financial Services, LLC located at 399 Knollwood Road, White Plains, New York, United States. Robert Mennona holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Robert Mennona's expertise in financial planning, asset management, estate planning, retirement planning, investment management, and more. With a focus on providing comprehensive and tailored financial solutions, Robert Mennona is dedicated to helping clients achieve their financial goals and secure their financial future.

Erin Sullivan is a Financial Advisor at Ameriprise Financial Services, LLC located at 2900 Westchester Avenue, Harrison, New York, United States. Erin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Erin specializes in providing comprehensive financial planning services tailored to the unique needs of individuals, retirees, small business owners, and high net worth clients. Erin's expertise covers asset management, investment strategies, estate planning, retirement planning, insurance products, and more. Erin is dedicated to upholding the highest standards of ethics and professionalism in the financial industry.

Geri Pell is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue, Rye Brook, New York, United States. Geri Pell holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Geri Pell's expertise in various financial areas including wealth management, retirement planning, estate planning, investment management, and insurance products. Geri Pell is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.

David M Kleiner is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 555 Pleasantville Road, Briarcliff Manor, New York, United States. David holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate David's expertise in areas such as wealth management, estate planning, retirement planning, investment management, and financial planning for special needs families and military personnel. As a Private Wealth Advisor, David provides comprehensive financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a commitment to ethics and continuing education, David is dedicated to helping clients achieve their financial goals and secure their financial futures.

Mass Mutual Financial Group is a renowned finance and insurance agency located at 221 Main Street in Mount Kisco, New York, United States. With a commitment to helping individuals and businesses achieve their financial goals, Mass Mutual offers a wide range of services including investment planning, retirement planning, insurance solutions, and more. Their team of experienced professionals provides personalized guidance and tailored strategies to help clients secure their financial future. Visit Mass Mutual Financial Group today and start planning for a better tomorrow.

Fidelity Investments is a leading finance institution located at 480 Bedford Road in Chappaqua, New York, United States. With a strong reputation for providing investment solutions and financial services, Fidelity Investments offers a wide range of products to help individuals and businesses achieve their financial goals. Whether you are looking to invest for retirement, save for college, or grow your wealth, Fidelity Investments has the expertise and resources to assist you every step of the way. With a commitment to excellence and customer satisfaction, Fidelity Investments is a trusted partner in the world of finance.

Jared D Lynne - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 427 Bedford Road, Pleasantville, New York, United States, offers a wide range of financial services and expertise. Jared D Lynne holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Jared D Lynne's commitment to providing comprehensive and specialized financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Whether you need assistance with asset management, estate planning, retirement planning, investment strategies, or insurance products, Jared D Lynne has the knowledge and expertise to help you achieve your financial goals. Contact Jared D Lynne - Private Wealth Advisor at Ameriprise Financial Services, LLC for personalized and professional financial advice.

The Morris Group - Insurance & Financial Services is a finance and insurance agency located at 70 Old Byram Lake Road in Armonk, New York. Led by Robby Morris, the institution is dedicated to helping individuals, families, and businesses protect their loved ones, accumulate wealth to meet financial goals, and plan for a secure retirement. With a commitment to providing personalized services that meet the unique needs of each client, Robby Morris builds relationships based on trust and confidentiality. By offering a range of insurance and financial products, the institution helps clients implement effective plans and solutions to achieve their long-term financial objectives. Whether it's funding a child's education, protecting family members, or ensuring retirement security, The Morris Group is there to guide clients through the complex world of finance and insurance. With a focus on planning and strategic decision-making, Robby Morris helps clients take control of their financial futures and prepare for any surprises that may arise. As a licensed agent with New York Life Insurance Company and other independent insurance companies, Robby Morris offers a comprehensive range of services to individuals in various states. With a thoughtful approach to financial matters, The Morris Group is dedicated to helping clients navigate life's financial challenges with confidence and peace of mind.

Charles Camilleri is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 200 Summit Lake Drive, Valhalla, New York, United States. Charles holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Charles' expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and financial planning for various client needs including retirees, small business owners, high net worth individuals, and those with special needs. Charles is committed to providing comprehensive financial advice and helping clients achieve their financial goals in a professional and ethical manner.

Gregory Feighan - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 100 Summit Lake Drive in Valhalla, New York, United States. The institution offers a range of certifications and designations to ensure that their advisors have the expertise and knowledge needed to provide top-notch financial services to their clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning areas, ensuring that clients receive comprehensive and tailored advice for their unique needs. With a focus on ethics and professionalism, Gregory Feighan - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing high-quality financial services to individuals and businesses alike.

Boxer, Silva & Associates - Ameriprise Financial Services, LLC is a finance institution located at 200 Summit Lake Drive in Valhalla, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During an initial consultation, we provide an overview of financial planning concepts to determine what is most important to you. Please note that you will not receive written analysis or recommendations during this consultation. While we cannot guarantee future financial results, we are committed to helping you make informed decisions about your finances. Our website provides important information about our corporate entities, rules and regulations, privacy and security measures, and how to protect yourself from email fraud. We are a member of FINRA and SIPC, and we appreciate the opportunity to assist your friends or family members with their financial goals. If you refer someone to us, they can expect to hear from us soon. Feel free to inform them in advance that we will be in touch. Thank you for considering Boxer, Silva & Associates - Ameriprise Financial Services, LLC for your financial needs.

Joseph Silva is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Summit Lake Drive in Valhalla, New York, United States. With a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, Joseph Silva is equipped to provide expert financial advice tailored to individual needs. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Joseph Silva has the knowledge and experience to help you make informed decisions. Contact Joseph Silva today for comprehensive financial planning services.

Eric Traditi is a Financial Advisor at Ameriprise Financial Services, LLC located at 100 Summit Lake Drive in Valhalla, New York, United States. Eric holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Eric's expertise in various areas of finance, including asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, or high net worth individual, Eric Traditi has the knowledge and skills to help you achieve your financial goals.