TOP 30 Investment consulting firms near me in New York

The Bagnato Group - Morgan Stanley is a finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. As a part of Morgan Stanley, one of the world's leading financial services firms, The Bagnato Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Visit The Bagnato Group - Morgan Stanley for expert advice and exceptional service in the world of finance.

A fund accountant is a financial professional who is responsible for managing and reporting on the financial activities of investment funds. Located at 315 Madison Avenue in New York City, this institution specializes in accounting and finance services for various investment funds. Fund accountants handle tasks such as reconciling accounts, preparing financial statements, and ensuring compliance with regulations. With their expertise in financial analysis and reporting, fund accountants play a crucial role in helping investment funds make sound financial decisions.

Rothman Michael J is a reputable accounting and finance institution located at 54180 New York 25, Southold, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need assistance with tax filings or investment strategies, Rothman Michael J is dedicated to helping you achieve your financial goals.

Tangent Point LLC is a finance institution located at 150 East Post Road in White Plains, New York, United States. Specializing in investment management and financial advisory services, Tangent Point LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Tangent Point LLC is dedicated to providing top-notch financial services to individuals and businesses alike.

Adornetto & Company, LLC is a reputable finance institution located at 19 Primrose Street in Katonah, New York. With a strong focus on providing top-notch financial services, they offer expert advice and tailored solutions to meet the unique needs of their clients. Whether you are looking for investment guidance, retirement planning, or wealth management services, Adornetto & Company, LLC has a team of experienced professionals ready to assist you. Trustworthy and dependable, they are dedicated to helping you achieve your financial goals and secure your future.

Bender & Associates CPA CFP is a leading accounting and finance institution located at 118 North Bedford Road in Mount Kisco, New York, United States. Our team of certified public accountants and certified financial planners are dedicated to providing expert financial services to individuals and businesses. With a focus on personalized attention and tailored solutions, we strive to help our clients achieve their financial goals and secure their future. Trust Bender & Associates CPA CFP for all your accounting and finance needs.

Charles J Benway CPA CFP is a reputable accounting and finance institution located at 359 Main Street in Mount Kisco, New York. With a team of highly qualified professionals, including certified public accountants and certified financial planners, this institution offers a wide range of financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Charles J Benway CPA CFP is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can help you secure a strong financial future.

The Scarsdale Group Inc is a trusted accounting and finance institution located at 10 Old Mamaroneck Road in White Plains, New York. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Their commitment to excellence and attention to detail sets them apart as a top choice for individuals and businesses looking for reliable financial advice and support. Contact them today to learn more about how they can help you achieve your financial goals.

TKS Solutions / Penny - It Works is a leading institution in accounting and finance located at 100 South Bedford Road, Mount Kisco, New York, United States. With over 25 years of experience, we specialize in redefining enterprise investment technology ecosystems and providing modern solutions to meet the needs of today and the challenges of tomorrow. Our award-winning OMS technology helps you get trades to market faster, while our highly configurable software and services from SS&C Eze optimize operational and investment alpha across the entire investment process. From small start-ups to the largest investment institutions, over 1900 buy-side firms worldwide trust us to streamline workflows, centralize data flow, and eliminate manual processes.

Shulman Jones is a prestigious accounting and finance institution located at 287 Bowman Avenue in Harrison, New York, United States. With a team of experienced professionals, Shulman Jones offers a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, Shulman Jones is dedicated to providing top-notch expertise and personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can help you secure a stable financial future.

Jacob Lichter & Associates is a reputable accounting and finance institution located at 317 South Little Tor Road in New City, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the United States. From tax preparation and bookkeeping to financial planning and investment advice, our experts are dedicated to helping our clients achieve their financial goals. Trust Jacob Lichter & Associates for all your accounting and finance needs.

Madsen Associate is a reputable accounting and finance institution located at 145 Commack Road in Commack, New York. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial consulting. Whether you are an individual or a business owner, Madsen Associate is dedicated to providing top-notch financial solutions tailored to your specific needs. Contact them today to schedule a consultation and take control of your finances.

Town & Country Real Estate in Greenport is a premier real estate agency located at 120 Front Street in the charming town of Greenport, New York. Our dedicated team of experienced agents are experts in the local real estate market, helping clients buy, sell, and rent properties in this beautiful coastal community. In addition to our real estate services, we also offer travel agency services to assist clients with booking accommodations and activities in the area. Whether you are looking to find your dream home or plan a relaxing getaway, Town & Country Real Estate in Greenport is here to help you every step of the way.

Damico Group Real Estate is a premier real estate agency located at 22 Second Street in Yonkers, New York. Our team of experienced and knowledgeable real estate agents are dedicated to helping clients buy, sell, and rent properties in the greater Yonkers area. Whether you are looking for your dream home, an investment property, or commercial space, Damico Group Real Estate is here to guide you through every step of the process. With a focus on personalized service and attention to detail, we strive to make your real estate experience as smooth and successful as possible. Contact us today to see how we can help you achieve your real estate goals.

USQUIRE is a multi-faceted institution located at 243 West 109th Street in New York, New York. As a lodging facility, we offer comfortable and affordable accommodations for travelers seeking a home away from home. Additionally, we operate as a real estate agency, assisting clients in finding their dream homes or investment properties in the bustling city of New York. Our travel agency services cater to those looking to plan the perfect vacation or business trip, offering personalized itineraries and seamless booking experiences. With a prime location in the heart of the city, USQUIRE is your one-stop destination for all your lodging, real estate, and travel needs.

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.

IM Law Group, P.C. is a finance and legal institution located at 445 Central Avenue, Cedarhurst, New York. Our team of experienced lawyers specialize in various areas of finance law, providing expert advice and representation to our clients. Whether you are facing a legal issue related to banking, investments, or corporate finance, our dedicated team is here to help. With a commitment to excellence and a track record of success, IM Law Group, P.C. is the go-to institution for all your finance law needs in the United States.

Shelley Scotto Real Estate Manhasset is a reputable real estate agency located at 1468 Northern Boulevard in Manhasset, New York. With a team of experienced and dedicated real estate agents, they specialize in helping clients buy, sell, and rent properties in the Manhasset area. Whether you are looking for a new home, investment property, or rental, Shelley Scotto Real Estate Manhasset is committed to providing personalized and professional service to meet your real estate needs. Contact them today to learn more about their services and how they can help you with your real estate goals.

McBean Law, PLLC is a reputable immigration law firm based in New York, dedicated to providing our clients with the freedom they deserve. Our experienced attorneys handle a wide range of immigration issues, including visa denials, appeals, asylum, green card applications, and more. Whether you are facing deportation, seeking permanent residency through marriage, or looking to invest in the U.S., our team is here to help. Led by founder LaToya McBean Pompy, our firm is committed to guiding you through the complex immigration process with care and expertise. Contact us today for a consultation at our office in White Plains, New York, or visit our website for more information.

Practical Solutions is a finance institution located at 118 Westchester Square in New York, United States. We specialize in providing practical and effective financial solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized guidance and strategic planning. Whether you need assistance with budgeting, investing, or managing debt, Practical Solutions is here to help you navigate the complex world of finance with confidence and ease. Visit us today to learn more about how we can support you on your financial journey.

Mackey, Butts & Whalen LLP is a reputable legal institution located at 3208 Franklin Avenue in Millbrook, New York, United States. When you find yourself in need of legal assistance, you can trust that our team of experienced attorneys has you covered. We pride ourselves on our deep knowledge of specific practice areas and the regional landscape, ensuring the best possible outcome for our clients. With a commitment to providing best-in-class legal service, we always keep you, your family, or your business at the forefront of our work. Our attorneys specialize in 16 key practice areas that are relevant to the Hudson Valley region, and we are dedicated to ensuring your understanding and satisfaction throughout the legal process. As active members of the community, we are invested in its health and diversity. Conveniently located in Millbrook and Poughkeepsie, we are here to serve you and provide the legal support you need. Contact us at 1 (845) 677-6700 or visit our website to learn more about our services and community involvement.

Salerno & Rothstein is a reputable financial institution located at 221 Schultz Hill Road in Pine Plains, New York, United States. With a focus on providing top-notch financial services, Salerno & Rothstein offers a wide range of expertise in investment management, retirement planning, estate planning, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Salerno & Rothstein is committed to providing personalized solutions tailored to your individual needs. Visit their office in Pine Plains today to start your journey towards financial success.

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.

Alan D. Lichtenstein is a highly regarded real estate attorney based in Mount Kisco, New York. With years of experience in the industry, Mr. Lichtenstein provides expert legal services for all real estate matters. Whether you are buying or selling property, dealing with landlord-tenant issues, or navigating complex real estate transactions, Alan D. Lichtenstein is dedicated to providing personalized and efficient legal representation. Located at 126 Barker Street, Mount Kisco, clients can trust in the expertise and professionalism of this esteemed attorney for all their real estate needs.

John Ray & Associates is a reputable law firm located at 122 North Country Road in Miller Place, New York. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized attention to each client. Whether you are in need of assistance with personal injury claims, family law matters, or real estate transactions, our firm is here to help. Trust John Ray & Associates to handle your legal needs with professionalism and expertise.

Streichler Associates Ltd is a reputable financial consulting firm located at 500 High Point Drive in Hartsdale, New York. With a track record of providing expert financial advice and services to clients, they specialize in wealth management, investment strategies, and retirement planning. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Contact Streichler Associates Ltd today to learn more about how they can help you secure your financial future.

Reach Financial, LLC is a finance institution located at 180 Maiden Lane in New York, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Our experienced team of financial professionals is dedicated to helping our clients reach their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Reach Financial, LLC is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Muth Capital is a reputable finance institution located at 7 Skyline Drive in Hawthorne, New York, United States. With a commitment to providing top-notch financial services, Muth Capital offers a wide range of investment opportunities, financial planning services, and wealth management solutions to help clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering personalized and strategic financial guidance to individuals and businesses. Visit Muth Capital today to secure your financial future.

Bona Financial Group is a reputable insurance agency located at 1 Mill Lane in New York, United States. With a team of experienced professionals, we provide a wide range of insurance products and services to meet the diverse needs of our clients. Our commitment to excellence and customer satisfaction sets us apart in the industry. Contact us today for all your insurance needs.