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TOP 30 Investment consulting firms in Syosset, NY
5 results found
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Sagemark Consulting
Sagemark Consulting, located at 6900 West Jericho Turnpike in Syosset, New York, is a division of Lincoln Financial Advisors. Our team of financial professionals is dedicated to building long-lasting relationships with clients, offering a wide range of products and specialized support. We provide personalized solutions and fee-based financial planning services to help individuals and business owners create estate, business succession, retirement, and financial plans. As an independent broker-dealer, we adhere to high standards of conduct and transparency. You can find important information about our services, fees, conflicts of interest, and disciplinary history in our Form CRS - Customer Relationship Summary. We encourage you to use FINRA's free tool to research financial professionals and firms.
Original Funding
Original Funding, located at 6901 Jericho Turnpike in Syosset, New York, is a finance institution that specializes in providing consultative brokerage services to small businesses in need of immediate financing. As a premium broker, Original Funding has relationships with direct lending firms, offering a variety of lending options such as merchant cash advances, short and mid-term business loans, and business loan consolidation. If you are unsure about qualifying for a small business loan, Original Funding can help you navigate the process. They are not a lender themselves, but they work with a network of lenders to match prospective borrowers with the best financing options available. Please note that there is no guarantee of approval from any lender, and all financial terms are negotiated directly between the borrower and the lender.
Clara Capital LLC
Clara Capital LLC is a finance institution located at 6901 Jericho Turnpike in Syosset, New York. Specializing in financial services, Clara Capital LLC offers a range of investment opportunities, financial planning services, and wealth management solutions to individuals and businesses. With a team of experienced professionals, Clara Capital LLC is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest for the long term, plan for retirement, or grow your business, Clara Capital LLC can provide the expertise and guidance needed to make informed financial decisions.
Independent Captive Associates
Independent Captive Associates is a finance institution located at 6900 Jericho Turnpike in Syosset, New York, United States. Specializing in creating Captive Insurance Companies, they offer top-notch risk management services to mid-market businesses. With offices in Boca Raton, Florida; North Carolina; Connecticut; and Long Island, New York, their team of independent professionals has over 25 years of experience working with accounting firms and other professionals. They have helped form over 400 captives in 25 different industries, utilizing the best experts in law, accounting, captive management, investment, insurance, and audit services. With a focus on excellence and superior service, Independent Captive Associates ensures that every aspect of risk management is handled with the highest level of expertise.
Knott Partners LP
Knott Partners LP is a finance institution located at 485 Underhill Boulevard in Syosset, New York, United States. With a focus on providing top-notch financial services and expertise, Knott Partners LP is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Their team of experienced professionals offers personalized advice and solutions to meet the unique needs of each client. Whether you are looking for investment opportunities, financial planning, or wealth management services, Knott Partners LP is committed to delivering exceptional results and exceeding client expectations.
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