TOP 30 Investment consulting firms near me in New York

Interactive Data, located at 100 William Street in New York, offers end-to-end fixed income solutions to help financial markets participants manage risk, uncover opportunities, and make informed decisions in real-time. With a focus on price transparency, efficient execution, and performance analysis, Interactive Data helps clients navigate rapidly shifting paradigms across geopolitics, climate, markets, and workforce. In today's financial ecosystem, where private wealth is undergoing a generational shift and global markets are filled with uncertainty, Interactive Data provides comprehensive information and expertise to help clients excel in various market scenarios. By offering data and insights to identify potential opportunities across all asset classes, risk management tools, and access to experts, Interactive Data empowers clients to navigate uncertain markets with confidence.

Seeds Investor is a finance institution located at 43 West 23rd Street in New York, New York, United States. We specialize in connecting investors with promising startups and innovative companies looking for funding opportunities. Our team of experienced professionals provides expert guidance and support to both investors and entrepreneurs, helping them navigate the complex world of investment and finance. With a focus on seed-stage investments, we aim to facilitate growth and success for both parties involved. Join us at Seeds Investor and let us help you plant the seeds for a prosperous future.

Devonshire Holdings Inc is a finance institution located at 2363 Clove Road in Lagrangeville, New York, United States. We specialize in providing 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. Contact us today to learn more about how we can help you reach your financial goals.

Network Brokerage of Westchester is a multi-faceted institution located in White Plains, New York, specializing in finance, health, and insurance services. Situated at 214 Mamaroneck Avenue, this agency offers comprehensive brokerage solutions to meet the diverse needs of individuals and businesses. With a team of experienced professionals, Network Brokerage of Westchester provides personalized and tailored services to ensure clients receive the best possible coverage and financial guidance. Whether you are looking for insurance options, health services, or financial planning, this institution is dedicated to helping you navigate the complexities of the industry and make informed decisions for a secure future.

Jennings Financial Advisory Corp is a reputable institution located at 214 Mamaroneck Avenue in White Plains, New York, United States. Specializing in finance, insurance, and real estate services, they offer expert advice and guidance to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Jennings Financial Advisory Corp is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, protect your assets, or buy/sell property, they are committed to helping you make sound financial decisions. Visit their office today to learn more about their comprehensive services.

Geri Pell is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue, Rye Brook, New York, United States. Geri Pell holds various certifications including 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 Geri Pell's expertise in various financial areas including wealth management, retirement planning, estate planning, investment management, and insurance products. Geri Pell is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.

Edward Jones - Financial Advisor: Jonathan Glaser, AAMS™ is a reputable finance institution located at 345 Kear Street in Yorktown Heights, New York. Jonathan Glaser, an Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning, investment strategies, and retirement planning services. Visit us today to start planning for a secure financial future with the help of our experienced advisor, Jonathan Glaser.

Jared D Lynne - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 427 Bedford Road, Pleasantville, New York, United States, offers a wide range of financial services and expertise. Jared D Lynne holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Jared D Lynne's commitment to providing comprehensive and specialized financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Whether you need assistance with asset management, estate planning, retirement planning, investment strategies, or insurance products, Jared D Lynne has the knowledge and expertise to help you achieve your financial goals. Contact Jared D Lynne - Private Wealth Advisor at Ameriprise Financial Services, LLC for personalized and professional financial advice.

Katonah Capital Group is a financial institution located at 80 Business Park Drive in Armonk, New York. As a leading investment firm, we specialize in providing comprehensive financial services to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies. With a focus on integrity and excellence, Katonah Capital Group is committed to delivering top-tier financial solutions tailored to meet the unique needs of each client.

Eric Traditi is a Financial Advisor at Ameriprise Financial Services, LLC located at 100 Summit Lake Drive in Valhalla, New York, United States. Eric holds various certifications including 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 Eric's expertise in various areas of finance, including asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, or high net worth individual, Eric Traditi has the knowledge and skills to help you achieve your financial goals.

Danielle Guilderson - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 427 Bedford Road, Pleasantville, New York, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Danielle provides investment recommendations and portfolio strategies tailored to each client's needs. Regular meetings are held to review progress, adjust strategies as life changes, and track progress towards goals. Clients have secure access to their investments and accounts from any device. For those interested in learning more, a complimentary initial consultation can be scheduled to discuss financial planning concepts. Please note that written analysis and recommendations are not provided during this consultation. Ameriprise Financial Services, LLC cannot guarantee future financial results.

Bedford Funding Capital is a leading finance institution located at 10 New King Street in New York, United States. Specializing in providing funding solutions for businesses of all sizes, Bedford Funding Capital offers a wide range of financial services including loans, investments, and advisory services. With a team of experienced professionals and a strong track record of success, Bedford Funding Capital is dedicated to helping businesses achieve their financial goals and grow their operations. Contact us today to learn more about how we can support your business with our tailored financial solutions.

Lilibeth Miranda is a Financial Advisor at Ameriprise Financial Services, LLC, located at 200 Summit Lake Drive, Valhalla, New York, United States. With a focus on personalized financial advice, investments, and solutions, Lilibeth can help you achieve your financial goals and navigate life's uncertainties. She provides guidance on saving for major purchases, meeting current needs, and tracking your progress. For those interested in the current market trends and potential opportunities in the stock market, Lilibeth offers insights on the positive backdrop for stock prices and the potential extension of the current bull market rally into 2024.

Kohlberg & Company is a leading finance institution located in Mount Kisco, New York. With a prestigious address at 111 Radio Circle Drive, this firm is known for its expertise in investment management, private equity, and financial advisory services. Established as a trusted partner for clients seeking strategic financial solutions, Kohlberg & Company is dedicated to delivering superior results and personalized service. Their team of experienced professionals is committed to helping clients achieve their financial goals and navigate the complexities of the market. If you are looking for a reliable and reputable finance institution in the United States, Kohlberg & Company is a top choice.

Merrill Lynch Wealth Management is a prestigious finance institution located at 360 Hamilton Avenue in White Plains, New York, United States. With a reputation for excellence in wealth management services, Merrill Lynch offers a wide range of financial solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Merrill Lynch's team of experienced financial advisors is dedicated to providing personalized and comprehensive financial guidance. Visit Merrill Lynch Wealth Management today to start planning for a secure financial future.

Hudson Peak Wealth Advisors, located at 427 Bedford Road in Pleasantville, New York, is a branch of Ameriprise Financial Services, LLC. As a finance institution, they specialize in providing comprehensive wealth management services to individuals, families, and businesses. Their team of experienced financial advisors work closely with clients to create personalized financial plans tailored to their unique goals and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Hudson Peak Wealth Advisors is dedicated to helping you achieve financial success.

E & I TAX SERVICES LLC is a top-notch accounting and finance institution located at 7 Marcus Garvey Boulevard in New York, United States. We specialize in making tax filing easy and effortless for our clients, allowing them to spend less time worrying about their finances and more time enjoying life. Our experienced financial experts ensure that everything is done correctly the first time, giving our clients peace of mind. We understand the importance of maximizing your income and getting the most out of your hard work. Our team of financial experts are not only efficient and effective, but they also have the expertise to save you more money than you ever thought possible. Whether you need capital for business investments, want to start saving for your future, or simply want to treat yourself to a vacation, we can help you achieve your financial goals.

Quant Solutions, LLC is a full-service financial and business solutions provider located at 900 3rd Avenue in New York City. Specializing in accounting and finance, we offer strategic financial guidance for small businesses in various creative industries. Our services include accounting, bookkeeping, cash management, budgeting, and strategic planning to help you manage your day-to-day finances and focus on growing your business. Our team, led by Jeanine, is dedicated to providing personalized attention and expertise to meet your specific needs and goals. Whether you need help with classifying expenses, communicating with your tax preparer, or creating a financial roadmap, we are here to assist you every step of the way. By outsourcing your financial responsibilities to us, you can rest assured that your finances are in good hands.

KSL Capital is a finance institution located at 287 Bowman Drive in Greenwich, New York, United States. Specializing in investment and asset management, KSL Capital offers a range of financial services to individuals and businesses seeking to grow their wealth and achieve their financial goals. With a team of experienced professionals and a commitment to providing personalized solutions, KSL Capital is dedicated to helping clients navigate the complexities of the financial world and make sound investment decisions.

Financial Advisory Network is a finance institution located at 6 Old Lane in Scarsdale, New York, United States. Known as "The Firm Engineers Rely On For Their Retirement Planning Needs", our Certified Financial Planner specializes in helping clients smoothly transition from work to retirement. With over 30 years of experience, Robert Leitner, CFP®, RIA, provides expert advice to guide clients towards their financial goals. Services include optimizing Social Security benefits, developing income plans for life, managing retirement distributions, and anticipating healthcare costs. Please consult with a qualified financial adviser and/or tax professional before implementing any strategy, as investments involve risk and are not guaranteed. Visit our website for more information and to learn more about our services.

Wells Fargo Advisors is a prominent financial institution located at 70 North Country Road in, Port Jefferson, New York, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Wells Fargo Advisors is there to provide expert guidance and personalized solutions.

Afm Advisor Group is a reputable accounting and finance institution located at 700 Post Road in Scarsdale, New York, United States. With a team of experienced professionals, Afm Advisor Group provides expert financial advice and services to individuals and businesses. Whether you need help with tax planning, investment management, or retirement planning, Afm Advisor Group is dedicated to helping you achieve your financial goals. Trust in their expertise and personalized approach to secure your financial future.

Dilapi & Co is a reputable accounting and finance institution located at 399 Knollwood Road in White Plains, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual or a business in need of financial guidance, Dilapi & Co is the trusted partner you can rely on.

George T Rhein, CPA PC is a reputable accounting and finance institution located at 2695 Middle Country Road in Lake Grove, New York. With years of experience in the industry, they provide a wide range of professional services to individuals and businesses, including tax preparation, financial planning, and auditing. Their team of skilled CPAs is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Whether you need assistance with taxes, investments, or budgeting, George T Rhein, CPA PC is committed to providing personalized and reliable services to meet your needs.

Long Island Tax and Planning Inc. is a finance institution located at 95 Smithtown Boulevard in Smithtown, New York, United States. Our firm is dedicated to handling all of your financial needs so you can focus on what truly matters. Our experienced team of accountants works with you year-round to implement tax-saving strategies and avoid last-minute tax planning. We also offer comprehensive bookkeeping services to keep your business running smoothly. At Long Island Tax and Planning Inc., you will work with a certified CPA to assess your financial situation and ensure you are paying the right amount of taxes. We also provide business valuations for mergers, acquisitions, and equity offerings. Our goal is to help you achieve your ideal lifestyle through strategic financial planning.

Michael Sands, CPA, PC is a trusted accounting and finance institution located at 260 Main Street in Northport, New York, United States. With years of experience and expertise in the field, Michael Sands and his team provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, they offer a wide range of services tailored to meet the specific needs of their clients. Whether you are looking for assistance with bookkeeping, budgeting, or investment strategies, Michael Sands, CPA, PC is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can help you secure a stable financial future.

Taxmaster of Melville, Inc. is a reputable accounting and finance institution located at 608 Walt Whitman Road in Melville, New York. With a team of experienced professionals, Taxmaster specializes in providing expert tax preparation, financial planning, and accounting services to individuals and businesses in the local community. Whether you need assistance with filing your taxes, managing your investments, or analyzing your financial statements, Taxmaster of Melville, Inc. is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.

S Hartmann & Co Inc is a reputable accounting and finance institution located at 821 West Jericho Turnpike in Smithtown, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, S Hartmann & Co Inc is dedicated to helping you achieve your financial goals. Their personalized approach and attention to detail set them apart from other firms, making them a trusted partner for all your financial needs.

Katz Samuel is a reputable accounting and finance institution located at 111 Brook Street in Scarsdale, New York, United States. With a team of experienced professionals, Katz Samuel offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Katz Samuel is dedicated to providing top-notch expertise and personalized attention to meet your specific needs. Trust Katz Samuel to help you navigate the complex world of finance with confidence and peace of mind.

Deodat S Singh PC is a reputable finance institution located at 222 Bloomingdale Road in White Plains, New York, United States. With a strong focus on providing top-notch financial services, they offer a range of financial solutions to meet the diverse needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Deodat S Singh PC is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, Deodat S Singh PC is a trusted partner in navigating the complex world of finance.