![Guide.in.ua Guide.in.ua](https://guide.in.ua/assets/images/guide300.webp)
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Investment management firm in New York, NY
381 results found
A convenient service for searching for businesses, places and services
Jared D Lynne - Private Wealth Advisor, Ameriprise Financial Services, LLC
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
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 - Financial Advisor, Ameriprise Financial Services, LLC
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, Ameriprise Financial Services, LLC
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
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 - Financial Advisor, Ameriprise Financial Services, LLC
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
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.
Hudson Peak Wealth Advisors - Ameriprise Financial Services, LLC
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.
Quant Solutions, LLC
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
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
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
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
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.
George T Rhein, CPA PC
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.
Taxmaster of Melville, Inc.
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
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
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
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.
The Bagnato Group - Morgan Stanley
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.
fund accountant
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.
Tangent Point LLC
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
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
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
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
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
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
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.
Madsen Associate
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.
Mystic Isle Realty
Mystic Isle Realty is a reputable real estate agency located at 1318 Central Avenue, Fishers Island, New York. Specializing in luxury properties and waterfront estates, their team of experienced agents are dedicated to helping clients find their dream home or investment property. With a strong focus on customer service and local market knowledge, Mystic Isle Realty is committed to providing personalized and professional assistance throughout the buying or selling process. Whether you are looking for a vacation home, a waterfront retreat, or a permanent residence, Mystic Isle Realty is the go-to agency for all your real estate needs on Fishers Island.
Town & Country Real Estate - Greenport
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.
- Personal loan
- Small business loan
- Payday loans
- Financial consulting
- Financial advisor
- Tax advisor
- Tax consultant
- Tax preparation services
- Vacation cottage rentals
- Vacation house rentals
- Vacation rentals with pool
- Eco friendly vacation rentals
- investment management firm in Albany
- investment management firm in Amherst
- investment management firm in Armonk
- investment management firm in Ballston Spa
- investment management firm in Batavia
- investment management firm in Binghamton
- investment management firm in Brewster
- investment management firm in Bronxville
- investment management firm in Buffalo
- investment management firm in Canton
- investment management firm in Chappaqua
- investment management firm in Commack
- investment management firm in Croton-on-Hudson
- investment management firm in Delmar
- investment management firm in East Aurora
- investment management firm in East Syracuse
- investment management firm in Elmsford
- investment management firm in Endicott
- investment management firm in Fairport
- investment management firm in Farmingdale
- investment management firm in Garden City
- investment management firm in Glens Falls
- investment management firm in Goshen
- investment management firm in Great Neck
- investment management firm in Harrison
- investment management firm in Hartsdale
- investment management firm in Hauppauge
- investment management firm in Hawthorne
- investment management firm in Hopewell Junction
- investment management firm in Hudson
- investment management firm in Hudson Falls
- investment management firm in Huntington
- investment management firm in Huntington Station
- investment management firm in Jamestown
- investment management firm in Jericho
- investment management firm in Johnson City
- investment management firm in Kingston
- investment management firm in Latham
- investment management firm in Lawrence
- investment management firm in Lockport
- investment management firm in Mahopac
- investment management firm in Mamaroneck
- investment management firm in Manhasset
- investment management firm in Massapequa
- investment management firm in Massena
- investment management firm in Melville
- investment management firm in Middletown
- investment management firm in Monroe
- investment management firm in Monsey
- investment management firm in Monticello
- investment management firm in Mount Kisco
- investment management firm in Newburgh
- investment management firm in Orchard Park
- investment management firm in Ossining
- investment management firm in Pittsford
- investment management firm in Plattsburgh
- investment management firm in Pleasantville
- investment management firm in Port Jefferson
- investment management firm in Port Jervis
- investment management firm in Port Washington
- investment management firm in Potsdam
- investment management firm in Poughkeepsie
- investment management firm in Queensbury
- investment management firm in Rensselaer
- investment management firm in Rochester
- investment management firm in Rye
- investment management firm in Rye Brook
- investment management firm in Saint James
- investment management firm in Saratoga Springs
- investment management firm in Scarsdale
- investment management firm in Schenectady
- investment management firm in Setauket- East Setauket
- investment management firm in Smithtown
- investment management firm in Stony Point
- investment management firm in Suffern
- investment management firm in Syosset
- investment management firm in Syracuse
- investment management firm in Tarrytown
- investment management firm in Ticonderoga
- investment management firm in Troy
- investment management firm in Uniondale
- investment management firm in Valhalla
- investment management firm in Vestal
- investment management firm in Wappingers Falls
- investment management firm in Warwick
- investment management firm in Watertown
- investment management firm in Webster
- investment management firm in West Islip
- investment management firm in White Plains
- investment management firm in Williamsville
- investment management firm in Woodbury
- investment management firm in Yonkers
- investment management firm in Yorktown Heights
List of businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos