Government financial advisors in New York City, New York
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Medicare Network Advisors LLC
Medicare Network Advisors LLC is a health insurance agency located at 312 6th Street in New York, United States. Whether you were referred by a client or found us online, we are here to help you navigate the world of Medicare with ease. Our experienced team offers our services free of charge, obligation, and judgement. Don't let the complexities of Medicare overwhelm you - let us make it easy for you. Please note that we are not connected with or endorsed by the US government or Medicare. Contact us today at Medicare Network Advisors LLC, located in Brooklyn, NY.
Fine Advisors
Fine Advisors Inc. is a unique accounting and tax consulting firm located in the heart of New York City. With a dual French/American expertise, our team is dedicated to providing a wide range of solutions to both companies and individuals looking to establish or grow their presence in the US market. Our services include accounting, financial analysis, tax return preparation, and strategic business consulting. Our multicultural team combines European and American professional experiences to offer tailor-made services that cater to the specific needs of our clients. Whether you are already established in the US or planning to expand your business here, Fine Advisors is here to support you every step of the way.
Broadridge Financial Solutions
Welcome to Broadridge Financial Solutions, your trusted partner in navigating the complex world of finance. Located at 1155 Long Island Avenue, Brentwood, New York, we specialize in providing cutting-edge solutions to help businesses thrive in an ever-evolving financial landscape. Stay informed with the latest news, analysis, and trends that impact your business. Our dedicated team of representatives and specialists are ready to deliver the solutions you need to propel your business forward. Whether you're looking to transform your operations, manage risk, or enhance client relationships, we have the expertise and technology to guide you.
CERTIFIED FINANCIAL PLANNER™ - Retirement Planning - Nicholas T. Pititto, CFP® - Prudential Financial
The CERTIFIED FINANCIAL PLANNER™ at Prudential Financial, Nicholas T. Pititto, CFP®, located at 1772 East Jericho Turnpike in Huntington, New York, offers expert retirement planning services. As a trusted professional in the finance industry, Nicholas T. Pititto, CFP® is dedicated to helping clients achieve their financial goals for retirement. Whether you are looking to invest, save, or plan for your future, this local government office provides personalized guidance and strategies to secure your financial well-being. Trust in Nicholas T. Pititto, CFP® at Prudential Financial for all your retirement planning needs.
Medicare Advisors
Medicare Advisors is a leading insurance agency located at 450 South Broadway in Yonkers, New York. Our team of experienced advisors are dedicated to helping individuals navigate the complex world of Medicare, ensuring they have the coverage they need for their healthcare needs. We provide personalized guidance and support to help our clients make informed decisions about their Medicare options. Trust Medicare Advisors to help you find the right insurance plan that fits your needs and budget.
Merrill Lynch Financial Advisor Jeff C Thomas
Merrill Lynch Financial Advisor Jeff C Thomas, located at 474 Fulton Street, New York, United States, offers a holistic approach to achieving client goals through Environmental, Social, and Governance (ESG) Principles and CERTIFIED FINANCIAL PLANNER™ Professional Standards. Specializing in Goals-Based Wealth Management with a focus on ESG Investing, the institution's personalized financial strategies align with client beliefs while aiming to achieve financial objectives. By prioritizing Social Responsibility and incorporating ESG issues into asset allocation models, the institution aims to provide sustainable and impactful investment solutions. With a commitment to community involvement and personalized service, the institution's team of experienced professionals at Merrill Lynch Wealth Management ensures that clients' financial needs and aspirations are met through tailored financial plans. By focusing on client priorities, goals, and values, the institution aims to help clients navigate financial decisions and achieve long-term success. With access to Merrill's investment insights and Bank of America's banking solutions, clients can develop a comprehensive approach to managing, growing, and preserving their wealth. By regularly reviewing and adjusting financial approaches, the institution helps clients stay on track to reach their financial goals. Through a personalized and client-focused approach, Merrill Lynch Financial Advisor Jeff C Thomas strives to help clients achieve their financial aspirations and navigate life's financial complexities.
New York Life Insurance Agent, Bronx NY
The New York Life Insurance Agent in Bronx, NY is a trusted insurance agency located at 3475 Bivona Street. With a commitment to providing quality insurance products and personalized service, our team of experienced agents is dedicated to helping clients protect their loved ones and assets. Whether you are looking for life insurance, retirement planning, or investment solutions, we are here to assist you every step of the way. Contact us today to schedule a consultation and secure your financial future.
IBN Financial Services Inc
IBN Financial Services Inc is a reputable finance institution located at 404 Old Liverpool Road in Salina, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, IBN Financial Services Inc offers a wide range of services including investment management, retirement planning, wealth management, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit IBN Financial Services Inc today to learn more about how they can help you manage and grow your wealth.
Lara Medicaid Advisors
Lara Medicaid Advisors is a finance institution located at 73 Market Street in Yonkers, New York, United States. Our team of expert advisors specializes in helping individuals navigate the complex world of Medicaid benefits. Whether you are looking to apply for Medicaid for the first time or need assistance with managing your current benefits, our experienced advisors are here to provide personalized guidance and support. Trust Lara Medicaid Advisors to help you secure the financial assistance you need for your healthcare needs.
Capital Advisors NY LLC
Capital Advisors NY LLC is a leading accounting and finance institution located in New York, United States. With a prime location at 42-16 28th Avenue, our team of experienced professionals provide expert financial advice and services to clients in the area. Whether you are looking for assistance with tax planning, investment strategies, or general financial management, our team is dedicated to helping you achieve your financial goals. Trust Capital Advisors NY LLC to provide you with top-notch financial guidance and support.
BSB Accountants & Advisors
Welcome to BSB Accountants & Advisors Located at 158 County Road 39, Southampton, New York, BSB Accountants & Advisors is your trusted partner in accounting and finance. We specialize in helping businesses, from eager start-ups to mature corporations, understand and improve their financial health. Our team is dedicated to ensuring your business excels in key financial aspects like gross profit, liquidity, regularity, and efficiency.
Mike Vassallo, Financial Equities Mortgage Bankers
Welcome to Mike Vassallo, Financial Equities Mortgage Bankers, your trusted partner in navigating the world of finance and home ownership. Conveniently located at 172a Main Street in the charming village of Northport, New York, we specialize in providing personalized mortgage solutions tailored to meet your unique needs. With a commitment to exceptional service and expert guidance, our team is dedicated to helping you achieve your financial goals, whether you're a first-time homebuyer or looking to refinance. Explore our wide range of mortgage products and discover how we can assist you in making informed financial decisions. At Mike Vassallo, Financial Equities Mortgage Bankers, your dream home is within reach. Visit us today or contact our friendly staff to learn more about how we can help you on your financial journey.
Blackrock Financial Management
Blackrock Financial Management, located at 345 Park Avenue in New York, is a finance institution that offers a wide range of services for both public and private sector institutions. Established during the financial crisis in 2008, BlackRock's Financial Markets Advisory (FMA) provides dedicated support to governments, central banks, and financial institutions worldwide. FMA leverages BlackRock's data and risk analytics, technology, and financial modeling capabilities while maintaining strict information barriers to manage potential conflicts of interest. The institution's team is ready to help clients meet their financial needs, offering expertise in forecasting, research, and investment strategies. Please note that the opinions expressed in this material are subject to change without notice, and past performance is not indicative of future results. This material is intended for institutional, financial professional, and permitted client use only.
Financial Aid Office
The Financial Aid Office at 120 Sims Drive in Syracuse, New York, is dedicated to helping students at the university navigate the complex world of financial assistance. Whether you need help with scholarships, grants, loans, or work-study programs, our knowledgeable staff is here to guide you through the process and ensure you have access to the resources you need to achieve your academic goals. Visit us today to learn more about how we can help make your education more affordable.
Merrill Lynch Financial Advisor Courtney Moore
Merrill Lynch Financial Advisor Courtney Moore is a prestigious financial institution located at 225 Liberty Street in New York City. With a focus on providing personalized attention to a limited number of clients, Courtney Moore and her team offer customized services supported by the vast resources of a global institution. Specializing in working with institutional clients such as nonprofit organizations, private foundations, cultural institutions, hospitals, healthcare systems, faith-based organizations, and wealthy families, the team at Merrill Lynch Financial Advisor Courtney Moore creates tailored investment programs to support each client's unique mission and financial goals. Led by Courtney Moore, a Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Managing Director, Private Wealth Advisor, Global Institutional Consultant, and Retirement Benefit Consultant, the team is dedicated to helping clients achieve financial stability and long-term success. The team also includes Carlos, a relationship management associate known for his customized service and commitment to exceeding clients' expectations.
CUIMC - Office of Student Financial Aid & Planning
The CUIMC Office of Student Financial Aid & Planning is a vital resource for students at Columbia University Irving Medical Center. Located at 154 Haven Avenue in New York City, this office provides comprehensive financial aid services to help students navigate the costs of their education. From scholarships and grants to loans and work-study programs, the dedicated staff at CUIMC are committed to helping students achieve their academic and career goals without being burdened by financial concerns. Whether you are a prospective student or a current enrollee, the Office of Student Financial Aid & Planning is here to support you every step of the way.
New York Comm Financial Corporation
New York Comm Financial Corporation is a leading finance institution located at 1034 Ogden Avenue in New York, United States. With a strong focus on providing financial services to the community, this institution offers a wide range of financial products and services to meet the needs of individuals and businesses alike. Whether you are looking for personal banking solutions or assistance with business financing, New York Comm Financial Corporation is dedicated to helping you achieve your financial goals. With a team of experienced professionals and a commitment to exceptional customer service, you can trust New York Comm Financial Corporation to provide you with the personalized financial guidance and support you need.
Portico Financial Group
Portico Financial Group is a reputable finance institution located at 139 Centre Street in New York, New York. As a local government office, we specialize in providing comprehensive financial services to individuals, businesses, and government entities in the area. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and expert advice. Whether you need assistance with investments, tax planning, or retirement planning, Portico Financial Group is here to help. Visit us today to learn more about how we can assist you with your financial needs.
FJC Financial Group
FJC Financial Group is a leading finance institution located at 242 Main Street in New York, United States. We specialize in providing a wide range of financial services including investment management, wealth planning, retirement solutions, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. At FJC Financial Group, we strive to provide personalized and comprehensive financial solutions tailored to meet the unique needs of each client. Contact us today to learn more about how we can help you reach your financial goals.
Galliard Family Business Advisor Institute
The Galliard Family Business Advisor Institute is a prestigious institution located at 6900 Jericho Turnpike in Syosset, New York. Our institute is dedicated to providing top-notch education and resources for family businesses looking to thrive and succeed in today's competitive market. Our expert advisors offer personalized guidance and support to help family businesses navigate challenges and achieve long-term success. Whether you are looking to improve your business strategy, succession planning, or financial management, the Galliard Family Business Advisor Institute is here to help you reach your goals. Join us and take your family business to the next level.
LTC Financial Partners
LTC Financial Partners is a finance, health, and insurance agency located at 7 Jones Lane in Huntington, New York, United States. Our team of experienced professionals is dedicated to helping clients navigate the complex world of long-term care planning. We offer a range of services including financial planning, health insurance guidance, and long-term care insurance solutions. Contact us today to learn more about how we can help you secure your financial future and protect your health and well-being.
Howell Silverman Medicare Advisor
Howell Silverman Medicare Advisor is an insurance agency located at 354 South Oyster Bay Road in Syosset, New York, United States. Our team of dedicated advisors specialize in helping clients navigate the complex world of Medicare to find the best coverage options for their individual needs. With years of experience and a commitment to personalized service, we strive to make the process of selecting and enrolling in Medicare as smooth and stress-free as possible. Contact us today to schedule a consultation and take the first step towards securing your healthcare coverage.
Financial Aid
Financial Aid is an institution located on Union Street in Schenectady, New York, United States. It offers assistance to individuals seeking financial support for their education or other needs. Services provided may include grants, scholarships, loans, and work-study programs. The goal of Financial Aid is to help individuals achieve their educational and career goals by providing them with the necessary financial resources. Staff members are available to assist individuals in navigating the application process and determining the best options for their specific needs.
Financial Aid Experts, Inc
Financial Aid Experts, Inc is a trusted institution located at 1868 Niagara Falls Boulevard in Tonawanda, New York. Our team of experienced professionals are dedicated to helping students and families navigate the complex world of financial aid. Whether you're applying for scholarships, grants, or loans, we are here to provide expert advice and guidance every step of the way. Our goal is to ensure that all students have access to the resources they need to pursue their educational goals. Contact us today to schedule a consultation and let us help you secure the financial aid you deserve.
Tri Point Capital Advisors
Tri Point Capital Advisors, located at 17 State Street in New York, is a finance institution specializing in capital markets advisory, corporate consulting, mergers and acquisitions, corporate development, corporate governance, and compliance services. Our clients, both private and public companies primarily from Asia, fall within the "middle market" category with revenues ranging from $5 million to $200 million across various sectors. Led by experienced principals Mark Elenowitz, Mike Boswell, and Lou Taubman, Tri Point offers a full suite of services to assist new and growing companies in navigating the complexities of today's business environment. From concept formation to business plan development, operations, mergers and acquisitions, and private/public financing, our team brings a wealth of expertise and industry connections to every client. We work closely with companies to accelerate their growth and entry into the public markets, providing ongoing corporate development and compliance support. While not a broker dealer or registered investment advisor, we act as a "finder" in certain transactions, introducing clients to potential acquisition candidates without negotiating business combinations. Our fee structure is designed to offer fair returns for our services, leveraging our relationships with outside firms to provide high-quality bundled services at a lower cost. Management members are licensed with Digital Offering, LLC, a licensed broker-dealer, for securities transactions conducted under separate agreements. Additionally, Mr. Elenowitz is a member of Cambria Capital, LLC, where certain securities transactions may also take place.
Financial Dynamics
Financial Dynamics, located at 88 Pine Street in New York, is a leading finance institution that specializes in strategic communications. In today's fast-paced and complex business environment, effective communication with customers, employees, investors, and policymakers is crucial. Financial Dynamics, a part of FTI Consulting, helps business leaders navigate financial, regulatory, and reputational challenges while also seizing opportunities for growth and success. With a team of experienced strategic communications consultants around the world, Financial Dynamics assists organizations in managing crises, navigating market disruptions, and maintaining competitive positions. Their services include financial communications, crisis communications, M&A communications, corporate reputation management, public and government affairs, and data-driven design and digital strategy. By leveraging industry expertise, proprietary research, and a vast network of relationships with key influencers, Financial Dynamics ensures that the right message reaches the right audience at the right time.
Merrill Lynch Financial Advisor Matthew Murphy
Merrill Lynch Financial Advisor Matthew Murphy is a finance institution located at 114 West 47th Street, New York, New York, United States. Matthew Murphy is an experienced financial advisor with a strong passion for portfolio management and asset allocation. He leverages his extensive knowledge of financial markets to design and implement customized investment management strategies for businesses and endowments. With a focus on maximizing returns, Matthew utilizes a mix of equity, government and corporate debt, and private investments. In collaboration with a dedicated banking team, Matthew offers comprehensive credit solutions to support business growth, operational needs, and international expansion. From credit lines to trade services, his collaborative approach delivers tailored financial solutions to meet the unique requirements of each business.
Merrill Lynch Financial Advisor Philip Dandridge Weyhe
Merrill Lynch Financial Advisor Philip Dandridge Weyhe is a prestigious finance institution located at 200 Park Avenue, New York, New York, United States. Philip Weyhe, holding an MBA in Finance and prestigious designations such as CAP® Chartered Advisor in Philanthropy and CSRIC® Chartered Sustainable, Responsible and Impact Counselor, offers personalized financial advice to high net worth individuals and charitable organizations. With a focus on philanthropic planning, estate and legacy planning, and sustainable investing, Philip aims to help clients achieve their financial goals while making a positive impact on society. With a strong belief in ethical investing and sustainable practices, Philip provides tailored investment solutions grounded in sustainability pillars such as People, Planet, Principles of Governance, and Prosperity. With years of experience in the finance industry, Philip is dedicated to helping clients navigate the complexities of their financial lives and achieve their long-term objectives. As a Merrill Lynch Wealth Management Advisor, Philip is committed to putting clients first and providing personalized investment strategies to address their unique needs and goals. With a focus on building long-term relationships and staying on track regardless of market fluctuations, Philip strives to help clients live their best financial lives. Contact Merrill Lynch Financial Advisor Philip Dandridge Weyhe for personalized financial advice and investment solutions tailored to your individual needs.
New York Business Valuation Services
New York Business Valuation Services is a leading institution located at 101 Orchard Way in Camillus, New York, United States. Our team of experienced professionals specializes in providing accurate and reliable business valuation services to clients in the New York area. Whether you are looking to sell your business, determine its worth for tax purposes, or need assistance with a merger or acquisition, our experts are here to help. We pride ourselves on delivering top-notch service and personalized attention to each of our clients. Contact us today to learn more about how we can assist you with all of your business valuation needs.
Lisa McKenney - RBC Wealth Management Financial Advisor
Welcome to Lisa McKenney - RBC Wealth Management Financial Advisor, located at 5786 Widewaters Parkway, Syracuse, New York 13214. At our firm, we believe that the best financial strategies are those that are tailored to your unique goals and aspirations. Whether you're planning for retirement, saving for the future, or managing life's unexpected events, we are here to guide you every step of the way. Our personalized wealth management services provide you with a comprehensive view of your financial picture, accessible at your convenience. With RBC Wealth Management Online, you can monitor your progress, stay informed about market trends, and manage your finances securely from any device, 24/7.
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