TOP 30 Individual investment strategy in Pearl River, New York

5 results found

Kemark Financial Services Inc is a reputable finance institution located at 1 Blue Hill Plaza in Pearl River, New York, United States. We offer a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Kemark Financial Services Inc is committed to providing the highest level of expertise and guidance in the ever-changing financial landscape.

Jani Consultancy Inc. is a global institution located in Pearl River, New York, United States. Our team consists of asset managers, referral agents, and investor representatives who work together to enhance coverage and streamline funding pipelines within the USA. With a focus on data analysis, we provide financial expertise and industry knowledge to help technology executives and legal representatives develop competitive strategies. Our services include executing growth plans in various industries, solving challenges in operations management, and improving margin expansion through access to growth capital and debt solutions. The Founder and President of Jani Consultancy, Inc., Bijal Jani, brings over 22 years of experience as an attorney and financial expert to the corporate clientele. Her portfolio includes companies with enterprise values over USD$145 million engaged in joint ventures, mergers, and exit strategy implementation. Additionally, Mr. Jani, with a background in public accounting and financial management, has facilitated over USD$375 million worth of commercial development transactions in the US and has an extensive network within the United States, India, and West Africa.

Anjed Eloued - TD Wealth Financial Advisor is a trusted financial institution located at 105 East Central Avenue in Pearl River, New York. As a finance-focused establishment, our team of experienced advisors is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest, our experts are here to guide you every step of the way. Visit us today and let us help you secure your financial future.

Edie Haughney is a Financial Advisor at Ameriprise Financial Services, LLC located in Pearl River, New York, United States. She 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 her expertise in various areas of finance and wealth management, allowing her to provide comprehensive and specialized financial advice to her clients. With a focus on ethical practices and continuous education, Edie Haughney is dedicated to helping individuals and businesses achieve their financial goals.

Milestone Asset Management Group is a leading finance institution located at Blue Hill Plaza in Pearl River, New York, United States. With a team of experienced financial experts, they provide personalized investment strategies and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Milestone Asset Management Group offers tailored solutions to meet your needs. Trust in their expertise and dedication to help you navigate the complexities of the financial world and secure a prosperous future.