The 30 Best Integrated portfolio management in New York City, New York

Edward Jones - Financial Advisor: Matthew Feldman is a reputable financial institution located at 33 Lewis Road in Binghamton, New York, United States. As a trusted financial advisor, Matthew Feldman provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Matthew Feldman is dedicated to helping individuals and families navigate their financial future with confidence. Whether you are looking to save for retirement, invest for the future, or plan for major life events, Matthew Feldman and his team are committed to providing expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Bonnie J Rule is a trusted financial institution located at 13 James P Kelly Way in Middletown, New York, United States. As a dedicated finance professional, Bonnie J Rule offers personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Bonnie J Rule can provide expert guidance and support. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Bonnie J Rule is a reliable partner in your financial journey.

CAUV Design is a custom furniture designer and maker located at 565 North Branch Callicoon Center Road in North Branch, New York, United States. Specializing in bespoke pieces, CAUV Design was honored to be commissioned by Atelier Eva to design and build furnishings for their new space in Williamsburg, Brooklyn. Using materials such as bleached oak, ash, black walnut, and steel, CAUV Design creates unique and high-quality pieces that complement any space. With a focus on creativity and craftsmanship, CAUV Design works closely with clients to bring their vision to life. From designing custom units for rare whiskey collections to creating modern credenzas for homes in the Catskills, CAUV Design's attention to detail and passion for their work shines through in every project.

Barrie Jacobsen is a counseling institution located on Main Street in Narrowsburg, New York, United States. The vision of this institution is to establish a fair and honest relationship with clients based on integrity and trust. Barrie Jacobsen prioritizes the well-being and healing of individuals over profit, and aims to provide support and encouragement for clients to live a fulfilling and happy life. The institution offers individual, family, and couples counseling from the comfort of your own home. Barrie Jacobsen operates on a pay-what-you-can pricing model, with a standard rate of $250 for a 50-minute session. Clients are encouraged to determine what they are able to pay, without the need for financial documents or income information. While not participating with insurance companies, clients may choose to submit invoices for reimbursement. Sessions are held virtually and can be scheduled weekly, biweekly, or monthly as needed.

Wynono & Company is a charming clothing store located at 169 Main Street in Cold Spring, New York. With a carefully curated selection of stylish and trendy clothing, this boutique offers a unique shopping experience for fashion-forward individuals. From casual everyday wear to elegant evening attire, Wynono & Company has something for everyone. Visit us today to discover the latest fashion trends and update your wardrobe with pieces that will make you stand out from the crowd.

Pubkey is a vibrant and lively bar, food, and restaurant located at 85 Washington Place in the heart of New York City. Known for its delicious cuisine, extensive drink menu, and welcoming atmosphere, Pubkey is the perfect spot to unwind with friends or enjoy a night out on the town. Whether you're craving a hearty meal, a refreshing cocktail, or just looking to relax and socialize, Pubkey has something for everyone. Come visit us at our convenient location in New York City and experience the best in food, drinks, and entertainment.

Aimdar Advisory Group is a leading finance, health, and insurance agency located at 5 Pennsylvania Plaza in New York, New York. Our team of experts at Aimdar is dedicated to providing top-notch financial advice, healthcare solutions, and insurance services to our clients. With a focus on wealth management and risk mitigation, we strive to help individuals and businesses achieve their financial goals and protect their assets. Trust Aimdar Advisory Group to guide you towards a secure and prosperous future. Visit us today at 5 Pennsylvania Plaza for personalized and professional financial services.

Lebron Financial Services, Inc. is a reputable insurance agency located at 11 Medway Avenue in Congers, New York. With a commitment to providing top-notch financial services to its clients, Lebron Financial Services, Inc. offers a wide range of insurance products tailored to meet the unique needs of individuals and businesses. Their team of experienced professionals is dedicated to helping clients find the best insurance solutions to protect their assets and secure their financial future. Whether you are looking for auto, home, life, or business insurance, Lebron Financial Services, Inc. is here to provide you with expert guidance and personalized service. Contact them today to learn more about how they can help you achieve peace of mind through comprehensive insurance coverage.

Adnader Inc is a premier food and grocery store located at 218 Saint Nicholas Avenue in New York City. Our supermarket offers a wide selection of fresh produce, pantry staples, and specialty items to meet all of your culinary needs. With a commitment to quality and customer satisfaction, Adnader Inc is the go-to destination for those seeking top-notch ingredients and exceptional service. Visit us today and experience the difference of shopping at our esteemed institution.

CLVMarketing is a full-service consulting firm specializing in commercial foodservice equipment and supplies. Located at 43-01 22nd Street in New York, United States, we represent a wide range of manufacturers in the Tri-State area and Keystone region. Our team of experienced professionals is dedicated to providing expert guidance and support to help our clients thrive in the foodservice industry. We offer a diverse portfolio of products, including commercial kitchen equipment, smallwares, tabletop solutions, furniture, and more. Whether you are a restaurant, school, healthcare facility, catering service, or correctional facility, we have the tools and expertise to help you maximize efficiency and save money.

HPS is a leading health institution located at 156 New York 59, Suffern, New York, United States. Our dedicated team of healthcare professionals is committed to providing top-quality medical care and support to patients in need. With state-of-the-art facilities and a focus on holistic wellness, HPS offers a wide range of services including primary care, specialty consultations, diagnostic testing, and preventive health programs. Patients can expect personalized care and compassionate treatment in a comfortable and welcoming environment. Trust HPS for all your health needs and experience the difference in quality care.

PS 100 Magnet School-Media Art is a cutting-edge educational institution located in the heart of New York City. As a magnet school specializing in media arts, we provide students with a unique and immersive learning experience that combines traditional academics with hands-on training in digital media, film, photography, and graphic design. Our dedicated faculty members are experts in their fields and are committed to helping students develop the skills and knowledge they need to succeed in the fast-paced world of media and technology. With state-of-the-art facilities and a focus on creativity and innovation, PS 100 Magnet School-Media Art is the perfect place for students who are passionate about the arts and eager to explore new forms of expression. Come join us at 2951 West 3rd Street and see how we can help you unleash your creative potential.

Northwestern Mutual, located at 301 Main Street in Goshen, New York, is a finance and insurance agency dedicated to helping you protect your family and achieve your financial goals. Our team of financial advisors will work with you to create a personalized plan that balances your current and future priorities. With top ratings from major financial strength agencies, we offer a wide range of financial options including investments and insurance tailored to your specific goals. Our advisors will guide you through life events and help you plan for the future, so you can live the life you've always wanted with confidence. Connect with us today to start your financial journey with Northwestern Mutual.

Anthony Tangredi - Raymond James is a reputable finance institution located in Goshen, New York. With a commitment to providing top-notch financial services, their team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Anthony Tangredi - Raymond James has the knowledge and expertise to assist you. Visit them at 2679 New York 17M to learn more about how they can help you secure your financial future.

The Everest Equity Company, Inc. is a finance institution located at 2 Executive Boulevard in Suffern, New York, United States. With a strong focus on equity investments, the company offers a range of financial services to help clients achieve their investment goals. The team at Everest Equity is dedicated to providing personalized and innovative solutions to meet the unique needs of each client. With a commitment to excellence and integrity, the institution strives to help clients navigate the complexities of the financial markets and achieve long-term success.

GoldMine is a reputable finance institution located at 15 Allik Way in Spring Valley, New York, United States. With a focus on providing top-notch financial services to individuals and businesses, GoldMine offers a wide range of investment opportunities, wealth management services, and financial advice. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. At GoldMine, we strive to build long-lasting relationships with our clients based on trust, integrity, and exceptional service. Visit us today to see how we can help you reach your financial aspirations.

Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 23 Wallkill Avenue in Wallkill, New York, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. While we cannot guarantee future financial results, we are committed to providing personalized financial advice and guidance. Users of our site agree to our website rules and regulations, and we prioritize privacy and security for our clients. As a member of FINRA and SIPC, we strive to help individuals and families make informed financial decisions. Feel free to refer your friends or family members to us, as we appreciate the opportunity to assist them in reaching their financial goals. Contact us today to start planning for a secure financial future.

Prudent Financial Solutions, Inc. is a leading finance institution located in the heart of New York City. Our dedicated team of financial experts is committed to providing personalized solutions to help individuals and businesses achieve their financial goals. From wealth management to investment strategies, we offer a wide range of services to meet our clients' needs. With a focus on transparency and integrity, Prudent Financial Solutions, Inc. is the trusted partner you need for all your financial needs. Visit us at 22 West 38th Street to learn more about how we can help you secure your financial future.

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.

Merrill Lynch Financial Advisor Jack S Herling is a renowned financial institution located at 75 Rockefeller Plaza in New York, United States. Specializing in finance, they offer expert advice and services to help clients manage their investments, plan for the future, and achieve their financial goals. With a strong reputation for professionalism and integrity, Merrill Lynch Financial Advisor Jack S Herling is a trusted partner for individuals and businesses seeking sound financial guidance.

The Roy/Ghara Group is a part of UBS Financial Services Inc., located at 299 Park Avenue in New York City. As a finance institution, The Roy/Ghara Group offers a wide range of financial services to clients, including wealth management, investment planning, and financial advisory services. With a team of experienced professionals, The Roy/Ghara Group is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your assets, The Roy/Ghara Group can provide personalized solutions to meet your needs.

Joseph P. Lucia & Associates, LLC is a finance institution located at 3505 Hill Boulevard in Yorktown Heights, New York, United States. As an independent financial advisory firm, they prioritize the best interests of their clients above all else. They offer personalized portfolio creation based on individual needs and investment goals, utilizing the stability and service of Charles Schwab Institutional as their custodian. With a focus on unbiased relationships and the highest standards of care, they provide ongoing collaboration and innovative strategies to help clients achieve their financial goals. Their team of experienced financial professionals and access to cutting-edge technologies ensure that clients receive exceptional service and objective financial planning. Recognized for their outstanding service, Joseph P. Lucia & Associates, LLC is dedicated to enriching the lives of their clients and helping them stay focused on their financial journey. They look forward to building long-term relationships with clients and helping them reach their financial dreams. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Awards received by the firm were based on merit and not paid for.

Strategic Asset Services is a leading finance institution located at 7 Skyline Drive in Hawthorne, New York, United States. With a focus on strategic asset management, our team of experts offers a wide range of services to help clients maximize their investments and achieve their financial goals. Whether you are looking to grow your portfolio, manage risk, or optimize your assets, Strategic Asset Services is here to provide personalized solutions tailored to your specific needs. Trust us to help you navigate the complexities of the financial world and secure your financial future.

Inspire Investment Solutions is a reputable finance institution located at 1303 Clove Road in New York, United States. Our team of experienced professionals is dedicated to providing clients with personalized investment strategies tailored to their unique financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to help. With a focus on integrity, transparency, and innovation, we strive to inspire confidence in our clients and help them achieve financial success. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Duckfund Inc. is a finance institution located at 28-18 Steinway Street in New York, United States. We specialize in providing a variety of financial services, including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. At Duckfund Inc., we prioritize transparency, integrity, and personalized service to ensure the best possible outcomes for our clients. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

Douglas Messina is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 7 Wisner Road in Warwick, New York. With a focus on helping clients achieve their financial goals, Douglas provides personalized financial planning and investment strategies to individuals and businesses. With a commitment to transparency, integrity, and client satisfaction, Douglas Messina is a trusted partner in navigating the complex world of finance. Contact him today to start planning for a secure financial future.

Edward Jones - Financial Advisor, Ryan O'Leary, CFP®, is a trusted institution located at 42 High Street in Warwick, New York. As a Certified Financial Planner, Ryan O'Leary provides personalized financial advice and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-quality financial services to individuals and families in the United States. Whether you are planning for retirement, saving for college, or investing for the future, Ryan O'Leary and Edward Jones are here to help you navigate the complexities of the financial world.

Jacob Dunlap is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 25 West Main Street in Goshen, New York. As a seasoned financial expert, Jacob provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Jacob offers comprehensive financial planning, investment management, and retirement planning services tailored to each client's unique needs and objectives. Contact Jacob Dunlap today to start planning for a more secure financial future.

Anjed Eloued - TD Wealth Financial Advisor is a leading financial institution located at 82 South Liberty Drive in Stony Point, New York. As a trusted TD Wealth Financial Advisor, we specialize in providing personalized financial planning and investment services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, our team of experienced professionals is dedicated to providing expert guidance and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Anjed Eloued - TD Wealth Financial Advisor is here to help you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Bob Priore is a finance institution located at 55 Quaker Avenue in Cornwall, New York. Bob Priore is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies. With a focus on building long-term relationships based on trust and integrity, Bob Priore provides expert guidance on retirement planning, wealth management, and investment solutions. Whether you are planning for the future or looking to grow your assets, Edward Jones - Financial Advisor: Bob Priore is committed to helping you secure a prosperous financial future.