TOP 30 Individual investors in New York, New York

1043 results found

Obsidian Financial Consultants Inc. is a leading financial institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York. With a team of experienced and knowledgeable financial experts, we offer a wide range of services including investment planning, retirement planning, tax planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you make the most of your finances.

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.

The Portfolio Strategy Group is a leading finance institution located at 50 Main Street in White Plains, New York, United States. Our team of experts specializes in creating customized investment portfolios tailored to meet the unique financial goals and risk tolerances of our clients. With a focus on strategic asset allocation and risk management, we strive to maximize returns while minimizing volatility. Whether you are an individual investor looking to grow your wealth or a business seeking to optimize your financial resources, The Portfolio Strategy Group is here to help you achieve your financial objectives. Contact us today to schedule a consultation and learn more about how we can assist you in reaching your financial goals.

M2O Private Fund Advisors LLC is a finance institution located at 1 North Lexington Avenue in White Plains, New York, United States. Specializing in private fund advising, M2O offers expert financial guidance and investment strategies tailored to each client's unique needs and goals. With a team of experienced professionals, M2O Private Fund Advisors LLC is dedicated to helping individuals and businesses achieve financial success and security.

B. Riley Wealth Tax Services in Lake Ronkonkoma, NY, located at 500 Portion Road, offers expert accounting and finance services to individuals and businesses. Our tax professionals are well-versed in the latest tax laws and can help you minimize tax liabilities for the 2023 tax year and beyond. We provide comprehensive financial strategies to help you keep more of what you earn and grow your net worth over time. Our team can assist with tax returns, tax management plans, and wealth management playbooks tailored to your specific needs. With qualified designations and expertise in federal and state tax laws, our professionals are dedicated to helping you navigate tax season with ease. Contact us at (631) 913-9000 to schedule a consultation and let us help you achieve your financial goals.

Bourne Lent Asset Management is a finance institution located at 3 Memorial Avenue in Pawling, New York, United States. Specializing in portfolio management for individual investors and small institutions, we are a fee-only investment advisor dedicated to putting our clients' interests first. Our research-driven approach ensures personalized, comprehensive, and ethical services, with client assets securely held by third-party custodians. We focus solely on securities listed on major stock exchanges, prioritizing transparency and aligning our clients' objectives with sound investment practices.

MIO Partners is a prestigious finance institution located at 630 5th Avenue in New York, New York, United States. With a strong reputation for excellence in the financial industry, MIO Partners offers a wide range of services to clients, including investment management, advisory services, and risk management. Their team of experienced professionals is dedicated to providing innovative solutions and personalized strategies to help clients achieve their financial goals. Whether you are an individual investor or a large corporation, MIO Partners is committed to delivering exceptional service and results.

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.

AG Tax is a reputable accounting and finance institution located at 1 Croton Point Avenue in Croton-on-Hudson, New York. With a team of experienced professionals, AG Tax provides a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Whether you are an individual or a business owner, AG Tax is dedicated to helping you navigate the complexities of the financial world and achieve your financial goals. Trust AG Tax for all your accounting and finance needs in the United States.

Richard O'Donnell Tax Consultants, located at 18 Wiltshire Street in Bronxville, New York, is a reputable institution specializing in accounting and finance services. With a strong commitment to giving back to the community, they grant a yearly wish to a critically ill child in the Hudson Valley region. Led by Richard O'Donnell, a seasoned professional with 28 years of public service as a tax assessor, the team at Richard O'Donnell Tax Consultants has a deep understanding of the property assessment process. Partner Mike Cullen brings expertise in various technologies to streamline operations and ensure efficiency.

Tax Plus Services is a renowned accounting and finance institution located at 891 Mile Square Road in Yonkers, New York, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses with their tax preparation, financial planning, and accounting needs. Our goal is to provide personalized and reliable services to ensure our clients achieve their financial goals. Whether you need help with tax filing, bookkeeping, or investment strategies, Tax Plus Services is here to help you navigate the complex world of finance with ease.

Caputo & Associates CPAS is an accounting and finance institution located at 538 Westchester Avenue in Rye Brook, New York, United States. We are committed to providing timely, responsive, professional, and quality services to our clients at reasonable fees. Our personalized approach to client service has fueled our growth through client referrals. Our team of experts offers close, personal, and professional attention to each client, ensuring high standards of service and specialized expertise. Clients rely on us for competent advice, fast and accurate personnel, and total financial services for individuals, businesses, trusts, estates, and other entities. As a trusted advisor, our goal is to provide insightful advice to help clients make informed financial decisions. Caputo & Associates is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants, and has passed our peer review process. Contact us at (914) 937-0880 or visit us at our office in Rye Brook.

Tax Strategies & Solutions is a leading accounting and finance institution located at 600 North Broadway in White Plains, New York, United States. Our team of expert professionals is dedicated to providing top-notch tax planning and financial solutions to individuals and businesses. With years of experience in the industry, we offer a wide range of services including tax preparation, tax consulting, financial planning, and more. Trust us to help you navigate the complex world of taxes and finances with ease and efficiency. Contact us today to learn more about how we can help you achieve your financial goals.

Leopin and Son Tax Service is a reputable accounting and finance institution located at 150 Main Street in Kings Park, New York, United States. With years of experience in the industry, our team of professional accountants and financial experts are dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our knowledgeable staff is here to help you navigate through complex financial matters with ease. Trust Leopin and Son Tax Service to handle all of your accounting and finance needs with precision and care.

Scott Legal, P.C. is a prestigious law firm located in the heart of New York City at 2 Park Avenue. Specializing in various areas of law, including immigration, business, and international trade, our team of experienced attorneys provides top-notch legal services to clients in the United States and around the world. With a commitment to excellence and a track record of success, Scott Legal, P.C. is dedicated to helping individuals and businesses navigate the complex legal landscape with confidence and peace of mind. Contact us today to learn more about how we can assist you with your legal needs.

Davies & Associates Immigration Attorneys is a global, immigration-focused law firm located at 1 World Trade Center, New York, United States. Specializing in Immigration Law, Business Law, and Immigration Attorney services, our team of experienced lawyers provides global mobility solutions to businesses, investors, and individuals. We can assist with immigration matters, business incorporation in the US, tax advice, Italian residency and citizenship, post-Brexit opportunities in the UK, and more. Our firm has a proven track record of successful visa applications and citizenship by investment programs, including EB5 visas, E2 visas, E1 visas, L1 visas, and more. With a global network of immigration lawyers, corporate lawyers, and tax lawyers, we offer tailored solutions to meet the unique needs of our clients.

Anthony M. Abraham, Esq. PC is a leading securities arbitration law firm located at 19 Benedict Place, Carmel Hamlet, New York, United States. With over 40 years of experience, Anthony M. Abraham, Esq. specializes in representing investors nationwide in disputes against brokers, broker dealers, investment advisors, and financial advisors. When you choose Anthony M. Abraham, Esq. PC, you can trust that your interests will be protected throughout the complex process of filing a securities law claim. The firm prides itself on providing personalized attention to each case, upholding values of ferocity, attorney accessibility, integrity, and passion.

Florek & Counsel, LLC is a highly respected private corporate and intellectual property law firm located at 2900 Westchester Avenue in Harrison, New York. Our team of experienced attorneys offer trusted and competent representation in a variety of legal disciplines, including transactional and litigation services. We cater to a diverse clientele, including entrepreneurs, start-up businesses, private equity investors, artists, entertainers, inventors, affluent individuals, and corporate entities. Our firm is dedicated to staying on the cutting-edge of the latest legal developments, ensuring that our clients receive the most up-to-date and effective legal advice.

Commercial Capital Training Group, LLC, located at 66 South Pearl Street, Albany, New York, is a finance institution dedicated to empowering individuals and creating entrepreneurs. With their intensive 6-day training program, they provide the necessary tools and support for individuals to successfully own and operate their own commercial finance company, even without any prior finance experience. The institution offers a unique opportunity to make an unlimited income, with lifetime support and no franchise fees. Their network of lenders and graduates have experienced a 400% increase in funding applications, helping businesses obtain the capital they need to survive and grow. Due to the increase in demand, the institution now offers a remote learning option using live feed broadcasts during the training week.

Brian Nolan - Mortgage Loan Officer is a leading financial institution located at 410 New York Avenue in Huntington, New York. As a trusted mortgage loan officer, Brian Nolan provides expert guidance and support to clients seeking to secure financing for their dream homes or investment properties. With years of experience in the finance industry, Brian Nolan is dedicated to helping individuals and families navigate the complexities of the mortgage process, ensuring they find the best loan options available to meet their specific needs. Whether you are a first-time homebuyer or a seasoned investor, Brian Nolan - Mortgage Loan Officer is committed to providing personalized service and tailored solutions to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in achieving your homeownership dreams.

Lexington Capital Holdings is a finance institution located at 2100 Middle Country Road in Centereach, New York, United States. Specializing in investment management and financial services, Lexington Capital Holdings offers a wide range of solutions for individuals and businesses looking to grow and manage their wealth. With a team of experienced professionals and a commitment to excellence, they strive to provide their clients with innovative strategies and personalized advice to help them achieve their financial goals.

Albany Management Inc. is a reputable institution located at 195 Van Rensselaer Boulevard in Menands, New York, United States. With a focus on providing top-notch management services, Albany Management Inc. offers a wide range of solutions for businesses and individuals alike. Whether you are looking for property management, financial planning, or consulting services, Albany Management Inc. has the expertise and experience to meet your needs. Trust in Albany Management Inc. to help you achieve your goals and navigate the complexities of today's business world.

Center Square Management is a finance institution located at 1651 Columbia Turnpike in Castleton-on-Hudson, New York, United States. With a focus on providing top-notch financial services, Center Square Management offers expert advice and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, portfolio management, or financial planning services, the dedicated team at Center Square Management is here to help. Trust in their expertise and experience to navigate the complexities of the financial world and secure a prosperous future.

TD Ameritrade is a leading financial institution located at 677 Broadway in Albany, New York. As a prominent player in the finance industry, TD Ameritrade offers a wide range of investment services including online trading, retirement planning, and wealth management. With a strong reputation for reliability and customer service, TD Ameritrade is a trusted partner for individuals looking to grow and manage their finances effectively. Whether you are a seasoned investor or just starting out, TD Ameritrade provides the tools and resources needed to help you achieve your financial goals.

Bank of America Private Client Advisor John G. Stewart, located at 69 State Street, Albany, New York, is a finance institution dedicated to serving the financial needs of high net worth individuals, families, not-for profit institutions, and businesses. With over 30 years of experience, John provides strategic guidance on investment management, lending, trusts, estate planning, and philanthropic objectives. Leading a team of specialists, John utilizes the resources of Bank of America to provide comprehensive strategies tailored to each client's needs. John holds a Bachelor of Science in Business Management and is a Certified Financial Planner™ with expertise in exit planning for business owners. Active in the community, John has served on advisory boards for various organizations and has been involved in youth programs. The team at Bank of America Private Bank is committed to building strong client relationships based on trust, personal experience, and a tailored approach to wealth management.

Immigration Advice Service is a leading institution located at 300 Cadman Plaza West, New York, United States, specializing in immigration law. Our team of expert immigration lawyers in Brooklyn Heights offer comprehensive legal assistance in all areas of U.S. immigration law, including short-stay visas, work visas, green cards, and citizenship applications. With years of experience and a stellar reputation for professionalism, we are dedicated to helping clients navigate the complex immigration process with ease. Whether you are looking to apply for a U.S. work visa, seeking guidance on the K1 or K3 Visa, or exploring options for family-based green cards, our experienced attorneys are here to assist you every step of the way. We offer tailored immigration advice, premium application services, and expert representation for appeals to ensure the best possible outcome for our clients.

Krause Law is a reputable law firm located at 20 Ridge Street in Glens Falls, New York. Specializing in various areas of law, Krause Law provides expert legal services to clients in the United States. With a team of experienced lawyers, Krause Law is dedicated to providing top-notch representation and personalized attention to each client. Whether you are facing a legal dispute, need assistance with estate planning, or require guidance on business law matters, Krause Law is here to help. Contact us today to schedule a consultation and discuss your legal needs.

Financial Guides Of The Northeast is a leading finance institution located at 105 West Bay Plaza in Plattsburgh, New York. Our team of expert financial advisors is dedicated to providing personalized guidance and support to help clients achieve their financial goals. Whether you need assistance with retirement planning, investment strategies, or wealth management, our experienced professionals are here to help. Trust Financial Guides Of The Northeast to provide you with the knowledge and resources you need to secure your financial future.

Joy's Tax Services is a reputable accounting and finance institution located at 10449 New York 22 in Granville, New York. With a team of experienced professionals, we specialize in providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Our personalized approach and attention to detail ensure that your financial needs are met with precision and care. Trust Joy's Tax Services for all your accounting and finance needs in the United States.

Esquire Abstract is a reputable insurance agency located at 205 Oakdale Road in Johnson City, New York, United States. With a team of experienced professionals, Esquire Abstract specializes in providing comprehensive insurance solutions to individuals and businesses. Whether you are looking for auto, home, life, or business insurance, Esquire Abstract is dedicated to helping you find the right coverage to protect what matters most to you. Trust Esquire Abstract for all your insurance needs and experience personalized service and peace of mind.