Investment fees transparency in New York City, New York

York Wealth Management, located at 7421 Oswego Road in New York, United States, is a finance institution offering a range of services including financial planning, portfolio management, insurance, and estate planning. Led by financial advisor Ryan W York, the team at York Wealth Management is dedicated to helping clients achieve their financial goals. During a consultation with York Wealth Management, clients can expect a thorough discussion about their current financial situation and goals. The institution values transparency and will analyze information such as net worth, bank accounts, retirement plans, insurance policies, and more to develop a customized plan for each client.

AIO Fee Only Financial Advisors is a finance institution located at 140-A Metro Park in Rochester, New York, United States. They provide fee-only financial advisory services to individuals and businesses, focusing on personalized financial planning and investment management. With a commitment to transparency and putting clients' best interests first, AIO Fee Only Financial Advisors offers unbiased advice and guidance to help clients reach their financial goals. Their team of experienced advisors is dedicated to providing high-quality, comprehensive financial solutions tailored to each client's unique needs and objectives. Trust AIO Fee Only Financial Advisors to help you navigate the complexities of the financial world with confidence and peace of mind.

Linden Financial Consultants is a fee-only fiduciary institution located at 150 Allens Creek Road in Rochester, New York. As a finance institution, we prioritize our clients' best interests by providing unbiased financial advice and guidance. Our team of experienced financial consultants is dedicated to helping individuals and businesses achieve their financial goals through personalized financial planning and investment management services. Trust Linden Financial Consultants to provide you with transparent and ethical financial solutions to secure your financial future.

Armbruster Capital Management, Inc. is a fee only financial advisory firm located in Pittsford, New York. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on transparency and putting our clients' best interests first, we offer a comprehensive range of services including retirement planning, investment management, tax planning, and estate planning. At Armbruster Capital Management, we are committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind.

Welcome to Motive Auto, your premier destination for new cars at reasonable prices and exceptional quality. Conveniently located at 221-38 Horace Harding Expressway, Queens, New York 11364, we are committed to providing an unparalleled car-buying experience. At Motive Auto, we understand that purchasing a new car is a significant decision, and we strive to make the process as seamless and stress-free as possible. Our team is dedicated to helping you find the perfect vehicle that meets your needs and budget. With competitive pricing and a wide selection of the latest models, we ensure that you receive the best value for your investment.

Welcome to JP Urban Moving | Your Trusted Local and Long-Distance Moving Company in NYC Located in the heart of Brooklyn at 266 Saint Marks Avenue, JP Urban Moving is your go-to solution for all moving and storage needs in New York City and beyond. Whether you're relocating within the city or embarking on a long-distance move, our experienced team is dedicated to ensuring a seamless and stress-free transition.

Welcome to the City of Yonkers, your central hub for local government services and community engagement. Located at 40 South Broadway, Yonkers, New York, our City Hall is dedicated to serving the community with efficiency, transparency, and a commitment to excellence. As the fourth largest city in New York State, Yonkers is a vibrant community with a rich history and a promising future. At the City of Yonkers, we provide a wide range of services to meet the needs of our residents, businesses, and visitors. Whether you're seeking information on municipal services, looking to participate in community events, or need assistance with permits and licenses, our friendly and knowledgeable staff is here to help.

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.

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.

Wilson Advisors, LLC is a professional finance institution located at 1764 U.S. 9 in New York, United States. Specializing in financial counseling services for senior corporate executives and high net worth individuals, Wilson Advisors, LLC is dedicated to understanding the unique goals, values, and risk tolerance of each client. Founded by Tim Wilson in 2007, the firm offers personalized services with complete transparency, charging a flat fee for all services. With over 25 years of experience, Tim Wilson and his team of financial counselors have the education, resources, and dedication to assist clients with all their financial planning needs. Clients praise Tim Wilson for his professionalism, comprehensive advice, and ethical business practices. Based in the Albany-Saratoga region of New York, Wilson Advisors, LLC serves clients across the United States.

Crossborder Development Corporation (CDC) is a U.S Visa Consulting firm located in Rouses Point, New York, dedicated to helping Canadian companies successfully navigate the process of relocating or expanding their business operations to the United States. With over four decades of experience, CDC has a proven track record of providing unparalleled service and expertise in securing U.S. work visas and green cards for employers across North America. Our commitment to customer satisfaction is unmatched, with transparent, upfront pricing and a guarantee of a full refund of fees in the unlikely event of a visa petition denial. At CDC, we provide free, unlimited support to our clients before, during, and after the visa application process, ensuring that all their questions and concerns are addressed promptly and professionally.

Goldstein Patent Law, located at 101 Tyrellan Avenue in New York, United States, is a premier institution specializing in patent and trademark law. The experienced team at Goldstein Patent Law understands the value of investing in the right patents and trademarks for your business. By obtaining the right patents, you can secure your market position and prevent others from using your inventions without permission. Additionally, protecting your intellectual property can increase the value of your business and attract investors, partners, or buyers. Goldstein Patent Law simplifies the patent and trademark process, guiding you through each step on a flat fee basis. They tailor their legal strategies to align with your business goals and ensure a solid foundation for your innovation. Whether you need protection for your product or service name through trademarks, or want to secure your inventions with patents, Goldstein Patent Law can help.

Merrill Lynch Financial Advisor Cynthia G Wolff, located at 75 Rockefeller Plaza in New York, offers comprehensive wealth management and investment strategies tailored to each client's needs, values, and goals. The Wolff Group prioritizes client interests and operates across generations to help high-net-worth investors make informed decisions about their wealth allocation. Backed by Merrill's advanced technologies and research, the team collaborates with outside advisors to adjust plans as needed. The institution serves as a one-stop-shop for managing various aspects of wealth, including asset preservation, business banking, family planning, executive compensation, insurance, lending, philanthropy, and retirement planning. With a fee schedule designed to be transparent and competitive, clients receive full-time support from a team of experienced advisors and specialists. The institution believes in achieving financial success by helping clients make informed decisions that align with their personal goals. Supported by Merrill's global resources, the team is dedicated to building strong client relationships based on trust and personalized service.

Buffalo First Wealth Management, LLC is a finance and insurance agency located at 7606 Transit Road in Buffalo, New York, United States. Our team of experienced professionals is dedicated to helping our clients take control of their financial future with our active wealth management solutions. We prioritize the protection of our clients' money and assets, providing them with confidence and peace of mind. As a Registered Investment Advisor (RIA), we adhere to the highest standard of care when managing our clients' money. Unlike stockbrokers and broker-dealers, we are committed to always acting in our clients' best interests. Our transparent, asset-based fee structure ensures that our interests are aligned with those of our clients.

Under Par Planning is a finance institution located at 83 Bryant Street in Buffalo, New York, United States. We believe in helping our clients live an Under Par life, which requires vision, planning, and execution. Our proven routine connects how you spend your money and time with what you want out of life. At Under Par Planning, we offer a practice round on the house to get to know each other and ensure that our services are the right fit for you. We listen more than we talk, focusing on understanding your unique aspirations and needs. We help you organize all your financial data into a secure personal financial planning portal, providing you with a simplified view of your financial life.

Farrell Financial, LLC is a finance institution located at 21 Princeton Place in Orchard Park, New York, United States. They believe in a disciplined and common sense approach to financial management, providing clients with customized investment solutions to meet their financial goals. Neil Farrell, an experienced investment professional, leads the team in helping clients take an unemotional, rational, and disciplined investment approach based on sound principles to build long-term wealth. The institution offers professional management, world-class technology, and transparency at a reasonable price. They take the time to help clients get organized and provide clear reports to track progress and offer recommendations for improvement. Farrell Financial, LLC aims to not only manage money but also help clients achieve their desired lifestyle without worry.

Whitney & Company Wealth Management is a finance institution located at 959 Panorama Trail South in Rochester, New York, United States. At Whitney & Company, we are dedicated to helping every client achieve their aspirations and live their best life by providing personalized portfolio management that takes the emotion and worry out of finances. We understand that your goals are unique to you, and we prioritize building relationships based on trust and transparency. As a Registered Investment Advisor (RIA) firm, we offer a level of expertise and fiduciary duty that sets us apart from traditional Financial Advisors (FAs). In our 2022 year-end letter, we emphasized the importance of looking to the future and staying optimistic in uncertain times. With a strong start to the new year for both stocks and bonds, we are committed to helping you navigate the ever-changing financial landscape. Contact us today and see how we can help you achieve your financial goals.

Prentice Wealth Management LLC is a finance institution located at 1150 Penfield Road in Rochester, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment management, financial planning, retirement planning, and estate planning. At Prentice Wealth Management LLC, we prioritize building long-term relationships with our clients based on trust, transparency, and integrity. Contact us today to learn more about how we can help you secure your financial future.

Charles Schwab is a renowned finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and brokerage services to its clients. The institution is known for its commitment to transparency, integrity, and customer satisfaction, making it a trusted choice for individuals and businesses looking to secure their financial future.

Rochester Financial Services, located at 7 Hastings Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice. Founded in 1993, the institution provides Fee-Only portfolio management and financial planning services to clients in Rochester, NY and across the United States. Owner Jeff Feldman, a recognized Rochester Business Journal Top 25 Money Manager, specializes in No-Load mutual fund investments. With approximately $250 million of client assets under management, Jeff is a member of NAPFA, the association of Fee-Only financial advisors, and the National Association of Tax Professionals. He is a licensed Certified Financial Planner, holds a Ph.D. from the University of Rochester, and is an SEC Registered Investment Advisor. Jeff has been quoted in national financial publications such as the Wall Street Journal, Business Week, Kiplinger's, Newsweek, the Motley Fool, and Smart Money.

Diversified Private Wealth Advisors, located at 200 Parkway Drive South in Hauppauge, New York, is a finance institution that upholds the values of hard work, patience, and responsible investing. With a focus on helping individuals achieve their financial goals through a disciplined approach, the team at Diversified Private Wealth Advisors is dedicated to providing expert advice and guidance. They believe in planting seeds for the future and tending to their clients' financial needs with care and expertise. Securities are offered through Lebenthal Financial Services, Member FINRA/SIPC, and investment advisory services are offered through Lebenthal Global Advisors, LLC. The institution values transparency and integrity, ensuring that clients receive the best possible service tailored to their individual circumstances and goals.

Washington Square Capital Management is an independent financial advisory firm located at 222 Broadway in New York, United States. Specializing in Ethical Investing, we help clients align their investments with their values, whether it be environmental concerns, human rights, fair trade practices, or corporate governance mandates. Our goal is to assist clients in achieving financial freedom while staying true to their ethical beliefs. As registered Investment Advisors with the Securities and Exchange Commission, we offer personalized investment advice tailored to each client's unique situation. Our team of experts covers a wide range of topics including bonds, clean energy, climate change, emerging markets, renewable energy, socially responsible investing, stocks, technology, and more.

American Advisor is a finance institution located at 335 Wexford Place, Webster, New York, United States. They specialize in connecting clients with fee-only financial advisors who offer transparent pricing and comprehensive financial planning services. Whether you are nearing retirement, managing an inheritance, starting a business, or simply seeking financial control, American Advisor can match you with the right advisor for your unique needs. Their one-of-a-kind algorithm matches clients with three flat fee financial advisors who are experts in various financial niches, such as student loans, tax optimization, retirement planning, and more. All advisors are fiduciary, independent, and offer transparent pricing structures. Fees can be monthly, quarterly, hourly, by project, or retainer, and are tailored to the complexity of each client's financial situation. American Advisor carefully selects advisors based on occupation, financial planning needs, age, income, savings sizes, and location. Services offered include cash flow planning, investment analysis, retirement planning, tax planning, estate planning, risk management, education planning, charitable planning, and portfolio guidance or management. Clients can rest assured that their information is kept private, and all advisors on the platform pay the same monthly fee to ensure the best interest of the clients. If you are looking for complete transparency and control over your finances, American Advisor is the right place for you.

Rochester Financial Services, located at 4 Old Brick Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice. Founded in 1993, the institution provides Fee-Only portfolio management and financial planning services to clients in Rochester, NY and across the United States. Owner Jeff Feldman, a recognized Rochester Business Journal Top 25 Money Manager, specializes in No-Load mutual fund investments. With approximately $250 million of client assets under management, Jeff is one of Rochester's few members of NAPFA, the association of Fee-Only financial advisors.

Rational Funds is a leading finance institution located at 36 New York Avenue in Huntington, New York, United States. Our team of experienced professionals specializes in providing investment solutions that are based on sound financial principles and rational decision-making. We offer a range of funds and investment strategies tailored to meet the diverse needs of our clients. With a commitment to transparency and integrity, Rational Funds is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.

Unitas Wealth Management is a premier financial institution located at 395 North Service Road in Melville, New York. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Unitas Wealth Management offers tailored solutions to meet your specific needs. With a focus on transparency, integrity, and excellence, we strive to build long-lasting relationships with our clients based on trust and mutual success. Contact us today to learn more about how we can help you secure your financial future.

West Branch Capital LLC is a finance and local government office located at 300 International Drive in Buffalo, New York, United States. As an independent fee-only, SEC Registered Investment Adviser, we have been recognized by the Financial Times 300 Top Registered Investment Advisers and investor.com as a Trusted Firm. Our goal is to always act in the best interests of our clients and provide transparent and objective investment management services. We offer a full range of investment management services for individuals, institutions, and corporate retirement plan sponsors, including equities, fixed income, balanced portfolios, mutual funds, and more. Our clients come from diverse backgrounds and we tailor our services to meet their specific financial goals and needs.

Eastside Softwash, located at 5838 Lanson Road in Ontario, New York, offers high-quality power, pressure, and soft washing solutions for residential homeowners in the greater Rochester, NY area. With transparent pricing based on the size of your home, you can expect no hidden fees or confusing quotes. Our mission is to provide exceptional customer service and ensure that every property we work on looks its best. Our team uses the latest equipment and techniques to safely and effectively clean your home's exterior surfaces, improving curb appeal and increasing property value by removing dirt, grime, and buildup that can cause damage. From exterior house washing to roof cleaning and gutter cleaning, we are experienced in working with all types of materials and take great care to protect your property and the environment.

Zona Properties, Inc. is a reputable real estate agency located at 251 Joseph Avenue in Rochester, New York. Specializing in property and real estate management, our experienced team is dedicated to providing affordable and full-service solutions for both commercial and residential properties. With over $200,000 collected in Rental Assistance for our clients, we take pride in our commitment to maximizing your investment while minimizing the stress and responsibilities that come with property management. Our services cater to a wide range of properties, from single-family homes to small office buildings, and we handle all aspects of property management with professionalism and efficiency. By entrusting Zona Properties with the upkeep of your property, you can enjoy a hassle-free profit machine that generates passive income for you.

West Forest Capital Hard Money Loans is a finance institution located at 123 Grove Avenue, Cedarhurst, New York, United States. We specialize in providing quick and transparent funding for real estate investors in need of capital for acquisition and renovation projects. Our focus is on transaction speed, with the ability to fund loans within 5 days in most cases. We never charge hidden costs or fees, and our team is diligent, responsive, and available seven days a week. In today's competitive real estate market, having cash and a fast timeline is crucial for success. As a local lender, we have in-depth knowledge of the market and can fund loans as quickly as 1 day. We offer up to 100% funding for rehab costs and provide additional services such as market trend analysis, deal metrics consultation, and contractor recommendations.