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TOP 30 Healthcare financial management solutions in New York, NY
136 results found
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Susan Russo Financial
Susan Russo Financial is a leading finance institution located at 425 Broadhollow Road in Melville, New York. Our team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, we are here to provide personalized solutions tailored to your specific needs. Trust Susan Russo Financial to guide you towards a secure financial future.
Financial Advisory Network
Financial Advisory Network is a finance institution located at 6 Old Lane in Scarsdale, New York, United States. Known as "The Firm Engineers Rely On For Their Retirement Planning Needs", our Certified Financial Planner specializes in helping clients smoothly transition from work to retirement. With over 30 years of experience, Robert Leitner, CFP®, RIA, provides expert advice to guide clients towards their financial goals. Services include optimizing Social Security benefits, developing income plans for life, managing retirement distributions, and anticipating healthcare costs. Please consult with a qualified financial adviser and/or tax professional before implementing any strategy, as investments involve risk and are not guaranteed. Visit our website for more information and to learn more about our services.
Millennium Medical Solutions Corp., A Division of World
Millennium Medical Solutions Corp., A Division of World, is an insurance agency located at 200 Business Park Drive in Armonk, New York, United States. With a focus on providing comprehensive and affordable insurance solutions for medical expenses, Millennium Medical Solutions Corp. is dedicated to helping individuals and families access the healthcare they need. Our experienced team of professionals is committed to providing personalized service and finding the best insurance options to suit each client's unique needs. Trust Millennium Medical Solutions Corp. to protect your health and financial well-being.
Atlas Private Wealth Management, LLC
Atlas Private Wealth Management, LLC is a finance institution located at 3 Atrium Drive in Albany, New York, United States. Our mission is to build successful, long-term professional relationships with our clients based on mutual trust, effective communication, and a shared commitment to the financial planning process. We offer a comprehensive, personalized approach aimed at enhancing the quality of life for each client, regardless of where they are in life’s journey. Whether you are a young couple starting a family, a retired couple living off savings, or anywhere in between, we are here to help you navigate financial concerns such as student loans, investing, retirement planning, estate planning, and more. Our Senior Vice President Director of Retirement Services is dedicated to helping you envision the retirement you desire and understand how factors like taxes, social security benefits, and healthcare costs can impact your financial future.
Revolutionary Financial Planning
Revolutionary Financial Planning is a finance and insurance agency located at 4 Executive Park Drive in New York, United States. Our team is dedicated to guiding you through all seasons of life, offering services such as Financial Planning, Retirement Planning, Estate Planning, Investment Management, Healthcare, and Income Protection. Securities-related transactions are managed by our subsidiary, Halliday Financial, LLC, a member of FINRA and SIPC. We are registered in states where required and have a transparent background on FINRA's BrokerCheck. Please note that past performance may not predict future results, and different investments involve varying degrees of risk. Our goal is to provide personalized advice and help you build a successful investment portfolio. Visit our Legal and Disclosure page for more information.
Merrill Lynch Financial Advisor Zachary P Haggas
Merrill Lynch Financial Advisor Zachary P Haggas is a finance institution located at 69 State Street, Albany, New York, United States. The H Group, of which Zachary P Haggas is a part, believes in building strong relationships through teamwork and involvement. They provide access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. The institution aims to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. Their mission is to understand you and what matters most to you, helping you design and implement a personalized plan to pursue your financial goals while managing investment risk. They focus on potential solutions to turn goals into reality, addressing issues such as future healthcare expenses, education costs, business sales, and wealth transfer. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and comprehensive financial solutions to help you achieve your goals. With access to the latest investment insights and tips, they are dedicated to helping you live your best financial life. Remember that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch offers a range of brokerage, investment advisory, and financial planning services to meet your needs. Let Merrill Lynch Financial Advisor Zachary P Haggas help you create a financial approach that reflects your unique needs and priorities.
Bill Losey Retirement Solutions, LLC
Bill Losey Retirement Solutions, LLC is a finance institution located at 2158 New York 29 in Greenwich, New York, United States. Specializing in retirement planning, this institution offers personalized solutions to help individuals achieve their financial goals for retirement. With a team of experienced professionals, Bill Losey Retirement Solutions, LLC provides expert advice and guidance to help clients navigate the complexities of retirement planning. Whether you are just starting to plan for retirement or are already retired, this institution can help you create a customized financial plan to secure your future.
Specific Solutions Inc
Specific Solutions Inc is a leading insurance agency located at 475 International Drive in Williamsville, New York. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for coverage for your home, auto, business, or life, we have the expertise to help you find the right policy at the best price. Contact us today to learn more about how we can help protect what matters most to you.
Fairway Healthcare Partners
Fairway Healthcare Partners is a leading healthcare institution located at West Lake Road in Ashville, New York, United States. We are dedicated to providing high-quality and compassionate care to our patients, with a focus on personalized treatment plans and innovative medical technologies. Our team of experienced healthcare professionals is committed to improving the health and well-being of our community through comprehensive medical services. At Fairway Healthcare Partners, we strive to create a warm and welcoming environment for all our patients, ensuring they receive the best possible care.
Madryn Asset Management, LP
Madryn Asset Management, LP is a finance institution located at 330 Madison Avenue, New York, New York, United States. The firm is focused on emerging developments in the healthcare industry, identifying innovative products, transformative technologies, and unique services to create attractive investment opportunities. As a leading alternative asset management firm, Madryn invests in innovative healthcare companies specializing in unique and transformative products, technologies, and services. The firm leverages its extensive experience in investment management and healthcare industries to target attractive economic opportunities that deliver strong risk-adjusted and absolute returns for its limited partners.
Lorraine Frownfelter, Bankers Life Agent and Bankers Life Securities Financial Representative
Lorraine Frownfelter, Bankers Life Agent and Bankers Life Securities Financial Representative in Jamestown, NY, located at 2200 Foote Avenue, offers a wide range of insurance options from Bankers Life and other top insurance companies. Lorraine Frownfelter, as a Financial Advisor, can help you navigate through Medicare Advantage plans and find the right coverage for your needs. With the rising costs of healthcare, planning for long-term care is essential. Start planning your next steps with Lorraine Frownfelter today.
Merrill Lynch Financial Advisor Mark G Johnson
Merrill Lynch Financial Advisor Mark G Johnson is a finance institution located at 200 Park Avenue, New York, New York, United States. Mark Johnson is accessible, knowledgeable, and experienced, dedicated to building and maintaining strong relationships with clients. He is passionate about helping clients make important financial decisions and is committed to providing exemplary client service. Mark has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in multiple years. He believes in understanding each client's unique financial picture and goals to create personalized wealth management strategies. With access to Merrill's investment insights and Bank of America's banking solutions, Mark works to help clients pursue their financial goals and manage investment risk. He values community involvement and volunteers with local organizations. Mark's team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They focus on what matters most to clients, such as family, goals, and priorities, adapting their approach as life changes. Mark's mission is to understand each client's aspirations and provide thoughtful financial solutions to help turn goals into reality. He encourages clients to ask questions and discuss issues that matter most to them, from managing healthcare expenses to passing wealth to future generations. By staying informed and revisiting financial approaches, Mark helps clients navigate changes in life and the financial markets to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Mark Johnson and his team at Merrill Lynch are committed to helping clients live their best financial lives.
Merrill Lynch Financial Advisor Greg D. Jones
Merrill Lynch Financial Advisor Greg D. Jones, located at 114 West 47th Street, New York, New York, United States, is a prestigious finance institution dedicated to helping clients pursue their financial goals. The institution believes in creating personalized financial plans that address individual aspirations and concerns, whether it's managing future healthcare expenses, planning for college, selling a business, or passing on wealth to future generations. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch works closely with clients to develop strategies that cater to their unique financial needs. The advisors at Merrill Lynch have been recognized for their exemplary client service, setting the standard for excellence in the industry. By getting to know clients personally and understanding their financial situation, Merrill Lynch advisors design customized investment approaches that align with clients' goals and priorities. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch aims to help clients achieve financial success and navigate the complexities of the financial markets. Through ongoing communication and regular reviews of financial goals, the team at Merrill Lynch is committed to helping clients stay on track and adapt to changes in their lives or the market. With a range of services including investment advisory, financial planning, and comprehensive financial solutions, Merrill Lynch is dedicated to providing clients with the guidance and support they need to reach their financial objectives.
Merrill Lynch Financial Advisor Eric J Melnick
Merrill Lynch Financial Advisor Eric J Melnick is a finance institution located at 200 Park Avenue, New York, New York, United States. Our mission is to establish strong and enduring relationships with clients to assist them in achieving their financial goals through the development and implementation of a comprehensive, goals-based lifetime investment plan that not only grows but also preserves wealth. Supported by the global resources of Merrill, our team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. We specialize in asset allocation, personalized financial strategies, and investment management tailored to meet the unique needs of high net worth families, corporations, entrepreneurs, and more.
Advantage Medical Billing Solutions, LLC
Advantage Medical Billing Solutions, LLC is a leading finance and health institution located at Metro Park in Rochester, New York, United States. Specializing in medical billing services, they offer efficient and accurate solutions to healthcare providers to help streamline their revenue cycle management. With a team of experienced professionals, they ensure timely and precise processing of claims, maximizing reimbursements and minimizing denials. Trust Advantage Medical Billing Solutions, LLC to take care of your billing needs and improve the financial health of your practice.
RLC Financial
RLC Financial is a reputable institution located in Poughkeepsie, New York, United States. Specializing in health financing, RLC Financial provides a range of financial services tailored to meet the unique needs of healthcare professionals and organizations. With a team of experienced financial experts, RLC Financial is dedicated to helping clients navigate the complex financial landscape of the healthcare industry. Whether you are looking to secure funding for your practice, manage your investments, or plan for retirement, RLC Financial is committed to providing personalized solutions to help you achieve your financial goals.
Merrill Lynch Financial Advisor David Towers
Merrill Lynch Financial Advisor David Towers is located at 205 South Salina Street in Syracuse, New York, United States. As a finance institution, we provide personalized financial advice and guidance to help you develop a customized financial strategy based on your risk tolerance, time horizon, and liquidity needs. Our team of experienced professionals at Merrill Lynch Wealth Management is dedicated to building strong client relationships built on trust and personalized service. At our institution, we focus on what matters most to you - your family, goals, and priorities. We start every relationship with a conversation to identify and prioritize your financial goals, whether it's transferring wealth to the next generation, planning for retirement, or funding a child's education. Our Investment Personality Assessment helps us understand your investing preferences and customize a financial approach to help you pursue your goals.
Adirondack Financial Services
Adirondack Financial Services, located at 185 Genesee Street in Utica, New York, is a finance institution that serves as financial partners for both individuals and organizations. Offering a full-suite of financial planning services, they are a one-stop-shop for all your financial needs, from benefits to investments. AFS prioritizes building relationships with their clients, taking the time to listen and understand their unique goals and needs in order to provide custom financial, retirement, and employee benefits solutions. With a commitment to putting their clients first, AFS offers concierge-quality service and a wide range of programs and services to help keep you informed, compliant, and on track. They also provide helpful content on topics such as retirement plan contribution limits, self-funding healthcare plans, Medicare, and managing unhealthy coping mechanisms. Advisory services are offered through Adirondack Financial Services Corp, while broker-dealer services are offered through Hazard & Siegel Inc. AFS and Hazard & Siegel are separate and unaffiliated entities. Stay informed and up to date on the latest financial and benefits trends by subscribing to their useful information updates.
Merrill Lynch Financial Advisor Kurt Kempkes
Merrill Lynch Financial Advisor Kurt Kempkes is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. The Heptig Kempkes Group believes in building strong relationships through teamwork and involvement, offering financial advice and guidance to clients. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, the institution aims to be your primary source for financial planning. The team at Merrill Lynch can help you identify and prioritize your financial goals, whether it's funding education, planning for retirement, covering healthcare costs, or preserving wealth. By creating a personalized financial strategy aligned with your goals, the advisors work to help you manage, grow, and preserve your wealth. The institution offers a transparent and disciplined approach to managing wealth, putting you at the center of the process. With the support of Merrill's investment insights and Bank of America's banking solutions, the team is dedicated to helping you pursue your goals and navigate life's inevitable changes. Through one-on-one relationships with Merrill Lynch Wealth Management Advisors, you can receive personalized investment strategies tailored to your needs and aspirations. Let the team at Merrill Lynch Financial Advisor Kurt Kempkes help you achieve your financial goals and live your best financial life.
Merrill Lynch Financial Advisor Zachary N Howland
Merrill Lynch Financial Advisor Zachary N Howland, located at 75 Rockefeller Plaza in New York, is dedicated to understanding your values and helping you achieve your financial goals. Zachary N. Howland, CPWA®, CFP®, focuses on providing excellent service and timely financial advice to a select group of families across the country, including senior corporate executives, healthcare professionals, business owners, and professional athletes. With a team of talented individuals committed to building strong client relationships based on trust and personalized service, Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on your goals. By getting to know you personally and understanding your aspirations, Zachary can help you design and implement a personalized plan intended to help you pursue your financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Zachary can work with you to develop an approach designed to address your financial needs. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Zachary N Howland is committed to helping you achieve your goals.
Merrill Lynch Financial Advisor Daniel F Ceriano
Located at 1325 Franklin Avenue in Garden City, New York, Merrill Lynch Financial Advisor Daniel F Ceriano is a finance institution that offers personalized wealth management services. As part of CDB Wealth Management, the team believes in building strong relationships through teamwork and involvement, utilizing the global investment capabilities of Merrill and banking convenience of Bank of America. The advisors and client associates at CDB Wealth Management are dedicated to providing financial advice and guidance tailored to each client's individual goals and priorities. The team at CDB Wealth Management focuses on putting the client at the center of the planning process, offering access to global investing capabilities and banking solutions to help identify and prioritize personal goals. Whether it's planning for education expenses, retirement, healthcare costs, or wealth preservation, the team works with clients to develop a personalized financial strategy aligned with their goals.
Merrill Lynch Financial Advisor Gerald Slattery
Merrill Lynch Financial Advisor Gerald Slattery is located at 50 New York 111, Village of the Branch, New York, United States. Gerry is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Plan Fiduciary Advisor (CPFA) certification. Gerry graduated Magna cum Laude from the New York Institute of Technology in 1988 with a B.S. in Business Administration. At Merrill Lynch Wealth Management, Gerry focuses on building personalized plans centered on your goals and what you want to achieve. He believes in understanding your aspirations and priorities, whether it's transferring wealth to the next generation, pursuing your passions, or planning for future expenses like healthcare or education. By utilizing the Investment Personality Assessment, Gerry can tailor a financial approach that aligns with your investing preferences and goals.
Merrill Lynch Financial Advisor Michael Wein
Merrill Lynch Financial Advisor Michael Wein is a finance institution located at 114 West 47th Street, New York, New York, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The Wein Group team offers a strategy that focuses on you and your personal goals, rather than just the market. With access to global investing capabilities and banking solutions, the team can help you identify and prioritize your financial goals, whether it's funding education, retirement planning, healthcare costs, or wealth preservation. The financial planning process begins with understanding your goals, risk tolerance, and liquidity needs, so that a personalized plan can be created to help you pursue your goals. With regular check-ins and adjustments, the team aims to help you stay on track and adapt your approach as your life and goals change. Merrill Lynch Wealth Management Advisors are committed to providing personalized investment strategies and comprehensive financial solutions to help clients navigate the financial landscape and achieve their goals.
Merrill Lynch Financial Advisor David A Paolino
Merrill Lynch Financial Advisor David A Paolino, located at 75 Rockefeller Plaza, New York, United States, offers personalized wealth management services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and tailored service. Paolino & Associates provide a goals-based approach to wealth management, putting clients at the center of the process. With access to Merrill's investment insights and Bank of America's banking solutions, they help clients prioritize and achieve their financial goals, whether it's planning for education, retirement, healthcare, or wealth preservation. The institution believes in developing a personalized financial approach that aligns with each client's aspirations and priorities. Through ongoing conversations and the Investment Personality Assessment, they tailor strategies to help clients pursue their financial goals and adapt to life changes. Merrill Lynch Wealth Management Advisors work to create customized investment approaches that address individual needs and objectives, keeping clients on track regardless of market fluctuations. With a focus on understanding what matters most to each client, they offer comprehensive financial solutions and personalized investment strategies. Whether planning for retirement, education, or other life events, Merrill Lynch Advisors are committed to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor Edward W Blatz
Merrill Lynch Financial Advisor Edward W Blatz, located at 6965 Yellowstone Boulevard in New York, United States, is a top-tier finance institution dedicated to providing exemplary client service. Recognized by Forbes for having one of the "Best-in-State Wealth Management Teams" in 2024, the team at Merrill is supported by global resources and consists of talented individuals committed to building strong client relationships based on trust and personalized service. As a Senior Resident Director - Wealth Management Advisor, Edward W Blatz and his team take a hands-on approach to financial guidance, focusing on long-term strategies tailored to each client's specific needs, goals, and risk tolerance. By listening to clients' aspirations and priorities, they help develop personalized plans to manage, grow, and preserve wealth, while also addressing future goals such as healthcare expenses, education funding, and wealth transfer. With access to investment insights from Merrill and banking solutions from Bank of America, Merrill Lynch Financial Advisor Edward W Blatz is dedicated to helping clients achieve financial stability and independence, providing an exemplary level of service and advice to become a lifetime resource for their financial well-being.
Merrill Lynch Financial Advisor Raffaele DeGruttola
Merrill Lynch Financial Advisor Raffaele DeGruttola is located at 1325 Franklin Avenue, Garden City, New York, United States. The institution, CDB Wealth Management, believes in building good relationships through teamwork and involvement, delivered by their advisors and wealth management client associates. They offer access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The team at CDB Wealth Management works with clients to identify and prioritize personal financial goals, such as funding education, retirement planning, healthcare costs, and wealth preservation. They offer personalized financial strategies aligned with each client's individual goals. The institution begins every relationship with a conversation to understand the client's priorities and goals. They utilize the Investment Personality Assessment to gain a deeper understanding of each client's investing preferences. The team at CDB Wealth Management helps clients track changes in their lives and goals to ensure their financial approach reflects these changes.
MDConsultingNY
MDConsultingNY is a premier consulting firm located at 179 Deer Hollow Road in Poughquag, New York. Our team of experienced consultants offers a wide range of services to help businesses achieve their goals and overcome challenges. With a focus on innovation and strategic thinking, we provide tailored solutions to meet the unique needs of each client. Whether you are looking to improve efficiency, increase profitability, or enhance your market presence, MDConsultingNY is here to help. Contact us today to learn more about how we can support your business growth and success.
Gary Lansburg
Gary Lansburg is a reputable health institution located at 173 Fairview Avenue in Hudson, New York, United States. Specializing in pharmacy services, this institution offers a wide range of pharmaceutical products and health-related items to cater to the needs of its customers. With a dedicated team of knowledgeable staff, Gary Lansburg provides exceptional customer service and expert advice on medications and healthcare products. Whether you are looking for prescriptions, over-the-counter medications, vitamins, or personal care items, this store has everything you need to maintain your health and well-being. Visit Gary Lansburg for all your health and pharmacy needs in Hudson, New York.
Abe Rutman, BS
Abe Rutman, BS is a health and pharmacy institution located in Armonk, New York, United States. As a trusted store, they provide a wide range of healthcare products and services to meet the needs of their customers. With a focus on quality and expertise, Abe Rutman, BS is dedicated to helping individuals maintain their health and well-being. Visit their location in Armonk to find the products and support you need for a healthier lifestyle.
Port Jefferson Pharmacy
Port Jefferson Pharmacy is a trusted drugstore and pharmacy located at 1043 New York 112 in Port Jefferson Station, New York. We offer a wide range of health and wellness products, prescription medications, and financial services to meet all of your needs. Our friendly and knowledgeable staff is dedicated to providing exceptional customer service and helping you find the products that are right for you. Visit us today to experience the convenience and quality care that Port Jefferson Pharmacy has to offer.
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- Medical clinic
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