Independent consulting services in Mexico, New York
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Wharton Wealth Planning
● ClosedWharton Wealth Planning is a finance institution located at 3 Columbus Circle, New York, New York, United States. With over 25 years of experience, our dedicated advisor team is committed to providing extraordinary service to clients virtually and in-person. We are a Retirement Planning & Certified Investment Advisory Firm with offices in New York and Santa Fe, New Mexico. Our philosophy is to prioritize our clients' needs by providing conflict-free services and simplifying the means by which our clients achieve their investment and retirement goals. As an independent, fee-only fiduciary, we act in good faith and put your interests ahead of our own. Our dual-credentialed CERTIFIED FINANCIAL PLANNER™ (CFP®) with an MBA develops financial plans and asset management strategies tailored to each client's unique situation. Whether you are early in your career or retired, our experienced financial consulting team can help implement a plan and asset management strategy specific to your needs. Contact us to develop an investment strategy and retirement plan for a more secure future. Visit us at our locations in New York and Santa Fe for comprehensive wealth management services that deliver peace of mind.
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Agency Specialists Insurance
● ClosedAgency Specialists Insurance is a reputable insurance agency located at 5881 Scenic Avenue in Mexico, New York, United States. We specialize in providing a wide range of insurance products and services to meet the needs of individuals and businesses alike. Our team of experienced insurance specialists is dedicated to helping our clients find the right coverage at the best possible rates. Whether you are looking for auto, home, life, or business insurance, we are here to help you protect what matters most. Contact us today to learn more about how we can assist you with your insurance needs.
5881 Scenic Ave, Mexico, NY 13114, United StatesAdvertisements -
Seiter Law Firm
● ClosedSeiter Law Firm is a reputable legal institution located at 3306 Main Street in Mexico, New York, United States. Specializing in various areas of law, the firm is dedicated to providing high-quality legal representation and personalized service to clients. With a team of experienced lawyers, Seiter Law Firm is committed to achieving the best possible outcomes for their clients. Whether you are in need of assistance with a personal injury case, family law matter, or estate planning, you can trust Seiter Law Firm to provide expert legal guidance and support. Contact them today to schedule a consultation and learn more about how they can help you with your legal needs.
3306 Main St, Mexico, NY 13114, United StatesAdvertisements -
Best Multiservices Inc
● ClosedWelcome to Best Multiservices Inc., your trusted partner in accounting and finance solutions, conveniently located at 1632 Brentwood Road, Brentwood, New York 11717, United States. We specialize in providing comprehensive financial services tailored to meet your unique needs. Our offerings include international money transfers and mobile top-ups to countries like El Salvador, Honduras, Guatemala, Mexico, Colombia, Venezuela, and beyond. As a certified IRS agent, we ensure secure and efficient financial transactions without the need to send your physical passport. With an ITIN, we help you open savings accounts, paving the way for your financial independence and future success. Discover a world of financial possibilities with Best Multiservices Inc. today!
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Merrill Lynch Financial Advisor Michael T Lagnese
● ClosedWelcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.
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Merrill Lynch Financial Advisor Harry L Hackett
● ClosedWelcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.
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