TOP 30 Best Investment monitoring solutions in New York
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TKS Solutions / Penny - It Works
● ClosedTKS 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.
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Rochester Wealth Solutions
● ClosedRochester Wealth Solutions, located at 3300 Monroe Avenue in Rochester, New York, is a finance institution led by Matthew M. Corrigan, CRC, a Certified Retirement Counselor with over two decades of experience in financial planning and investment management. Matthew is dedicated to helping clients achieve financial independence and retirement goals through personalized recommendations tailored to their specific needs. As a highly-skilled advisor, Matthew takes a holistic approach to retirement planning, offering simple, clear, and easy-to-understand action plans for retirement confidence. With a "safety first approach" to investment management, ongoing reviews, and monitoring, Rochester Wealth Solutions aims to be your trusted advisor for all things financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact Rochester Wealth Solutions today for a comprehensive review of your financial situation and start planning for a secure retirement.
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Goydas Capital Investment Management
● ClosedGoydas Capital Investment Management is a leading finance institution located at 222 Old Country Road in Mineola, New York. Our team of experienced professionals specializes in providing expert investment management services to help clients achieve their financial goals. With a focus on strategic planning and personalized solutions, we strive to deliver exceptional results and build long-lasting relationships with our clients. Trust Goydas Capital Investment Management to guide you towards a prosperous financial future.
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Everbright Solutions
● ClosedEverbright Solutions is a leading financial institution located at 1400 Old Country Road in Westbury, New York. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you need assistance with investments, retirement planning, or wealth management, Everbright Solutions is here to help. Contact us today to learn more about how we can help you secure your financial future.
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Lee Investment Management LLC
● ClosedLee Investment Management LLC is a finance institution located at 63 Putnam Street in Saratoga Springs, New York, United States. Specializing in investment management, our team of experts is dedicated to providing personalized financial solutions to help our clients achieve their goals. With a focus on strategic planning and risk management, we strive to maximize returns while minimizing risks for our clients. Contact us today to learn more about how Lee Investment Management LLC can help you secure your financial future.
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Ironclad Environmental Solutions
● OpenIronclad Environmental Solutions, located at 85 Silvarole Drive in Rochester, New York, is a leading institution in the moving company, storage, and store industry. Our state-of-the-art facilities house industry-leading specialty equipment that is hydrotested to ensure top-notch performance on job sites. With the largest fleet of specialty containment assets in the nation, Ironclad is always ready to provide solutions for any project. Whether you need assistance with day-to-day waste volumes or special projects, Ironclad is here to help you prepare, plan ahead, and keep moving forward. We treat our customers like partners, offering specialty containment solutions and waste management services with industry-leading service, access, and honesty. Our experienced team always prioritizes getting the job done right the first time and provides honest opinions to ensure the best results.
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Anthony Hubieral -TD Bank Merchant Solutions Payment Advisor
● ClosedWelcome to Anthony Hubieral - TD Bank Merchant Solutions Payment Advisor, your trusted partner in financial solutions located at 100 West 125th Street, Manhattan, New York. As a leading provider in the finance sector, we offer more than just payment processing. Our comprehensive suite of services includes apps designed to enhance customer engagement with loyalty rewards, manage your team and payroll, and provide real-time insights into inventory, order tracking, and reporting. Customize your financial strategy with tools like BusinessTrack, which offers in-depth analysis of sales trends, customer segments, spending patterns, and more. Our solutions prioritize security with fully encrypted transactions, cutting-edge software, and hardware monitoring through TransArmorSM. Rest assured that your business is protected with PCI compliant solutions and Data Breach Protection.
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Tema Silinsky-Bagdadi -TD Bank Merchant Solutions Payment Advisor
● ClosedWelcome to Tema Silinsky-Bagdadi - TD Bank Merchant Solutions Payment Advisor, your trusted partner in financial solutions located at 31-04 Ditmars Boulevard, Queens, New York 11105. Specializing in comprehensive payment processing and beyond, we empower businesses with innovative tools designed to enhance customer engagement and streamline operations. Our suite of apps offers unique capabilities such as loyalty rewards, employee and payroll management, real-time inventory tracking, order management, and detailed reporting. Customize your business strategy with BusinessTrack, a powerful tool to monitor sales, identify market trends, and analyze customer segments and spending patterns. Ensure peace of mind with our robust security measures, including fully encrypted transactions and PCI-compliant solutions with TransArmorSM and Data Breach Protection.
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Sharlene Faison -TD Bank Merchant Solutions Payment Advisor
● ClosedWelcome to Sharlene Faison - TD Bank Merchant Solutions Payment Advisor, your trusted partner in financial solutions located at 269 5th Avenue, Brooklyn, New York 11215. Specializing in comprehensive finance services, we offer more than just payment processing. Our suite of innovative apps is designed to engage your customers through loyalty rewards, efficiently manage employees and payroll, and provide real-time insights into inventory, order tracking, and reporting. Customize your business solutions with our advanced tools like BusinessTrack, which helps you track sales, identify trends, and generate detailed reports on customer segments and spending patterns. We prioritize your security with fully encrypted transactions and PCI-compliant solutions, including Data Breach Protection, ensuring your business remains safe and secure.
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Ebony Credit Solutions (Credit Repair)
● ClosedWelcome to Ebony Credit Solutions: Your Path to Financial Freedom Located at 889 Clarkson Avenue, Brooklyn, New York, Ebony Credit Solutions is your trusted partner in credit repair and financial empowerment. We specialize in providing attorney-backed credit repair services that focus on removing inaccurate and unverifiable items from your credit report, helping you regain control of your financial life.
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Duah Mohamed -TD Bank Merchant Solutions Payment Advisor
● ClosedWelcome to Duah Mohamed - TD Bank Merchant Solutions Payment Advisor, your trusted partner in navigating the complex world of payment processing and financial solutions. Conveniently located at 1122-1126 Kings Highway, Brooklyn, New York 11229, we specialize in providing comprehensive financial services tailored to meet the unique needs of your business. At TD Bank Merchant Solutions, we believe that payment processing is just the beginning. Our suite of innovative applications is designed to engage your customers with loyalty rewards, streamline employee and payroll management, and offer real-time inventory and order tracking. Customize your financial strategy with tools like BusinessTrack, which helps you track sales, identify emerging trends, and gain insights into customer segments and spending patterns.
1122-1126 Kings Highway, Brooklyn, New York 11229, United States -
Efrain Santiago -TD Bank Merchant Solutions Payment Advisor
● ClosedWelcome to Efrain Santiago - TD Bank Merchant Solutions Payment Advisor, your trusted partner in advanced financial solutions located at 929 Huguenot Avenue, Staten Island, New York 10312. Specializing in comprehensive payment processing and merchant services, we are committed to empowering your business with cutting-edge tools designed to enhance customer engagement and streamline operations. Our offerings extend beyond traditional payment processing. With TD Bank Merchant Solutions, you can access innovative apps that help manage employee payroll, track inventory in real-time, and engage customers with loyalty rewards. Customize your experience with BusinessTrack, a tool that provides valuable insights into sales trends, customer segments, and spending patterns.
929 Huguenot Avenue, Staten Island, New York 10312, United States -
Vittorio Filannino -TD Bank Merchant Solutions Payment Advisor
● ClosedWelcome to Vittorio Filannino - TD Bank Merchant Solutions Payment Advisor, your trusted partner in financial solutions located at 474 Portion Road, Lake Ronkonkoma, New York. Specializing in comprehensive payment processing and merchant services, we offer more than just transaction handling. Our solutions are designed to enhance your business operations with apps that engage customers through loyalty rewards, manage employees and payroll, and provide real-time inventory, order tracking, and reporting. Our customizable tools, such as BusinessTrack, help you track sales, identify trends, and report on customer segments and spending patterns. We prioritize security with fully encrypted transactions and software and hardware monitoring through TransArmorSM, along with PCI-compliant solutions featuring Data Breach Protection to keep your business and customer data safe.
474 Portion Road, Lake Ronkonkoma, New York 11779, United StatesAdvertisements -
Livingston Charge Port Charging Station
● OpenLivingston Charge Port Charging Station, located at 2849 State Highway 9N in Crown Point, New York, offers a wide range of solutions for those interested in investing in EV charging for their properties. Livingston Energy Group provides options that meet NEVI program requirements, and can help determine if your location qualifies for the NYSERDA Charge Ready 2.0 funding program. With a variety of charging station options and configurations available, including AC and DC power levels, cable systems, and communication networks, Livingston Charge Port Charging Station can provide project support and plug-n-play software for charging management. From basic project consulting to full turnkey infrastructure solutions, the institution can assist with site design options, utility connections, equipment selection, funding sources, procurement requirements, and installation management. Additionally, station and network management solutions are offered for performance tracking, monitoring, remote troubleshooting, on-site response, warranty tracking, maintenance scheduling, and more, ensuring both station owners and drivers receive excellent customer support. Contact Livingston Charge Port Charging Station to learn more about their services and how they can benefit your EV charging project.
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Livingston Energy Charging Station
● OpenWelcome to Livingston Energy Charging Station, your trusted partner in EV charging solutions, located at 37 Huntington Street, Cortland, New York 13045. Whether you're looking to invest in EV charging for your properties or enhance your existing infrastructure, Livingston Energy Group offers a comprehensive range of services tailored to meet your needs and those of your customers. We provide solutions that align with NEVI program requirements, ensuring your EV charging project maximizes potential benefits. Curious about whether your location qualifies for the NYSERDA Charge Ready 2.0 funding program? Click below to explore the program requirements and discover how it can support your initiatives.
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Livingston Charge Port Charging Station
● OpenWelcome to Livingston Charge Port Charging Station, located at 155 Commerce Park Drive, Watertown, New York 13601. As a leading provider in EV charging solutions, Livingston is dedicated to meeting the diverse needs of property owners and their customers. Whether you are interested in investing in EV charging infrastructure or enhancing your current setup, we offer a comprehensive range of services tailored to your requirements. Our solutions are designed to align with the NEVI program requirements, ensuring your EV charging project benefits from available opportunities. Additionally, we can help determine if your location qualifies for the NYSERDA Charge Ready 2.0 funding program, providing you with the necessary information and assistance to maximize your investment.
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Livingston Charge Port Charging Station
● OpenWelcome to Livingston Charge Port Charging Station, your premier destination for electric vehicle (EV) charging solutions in Alexandria Bay, New York. Conveniently located at 45 James Street, we are dedicated to providing innovative and efficient charging options tailored to meet the diverse needs of property owners and their customers. At Livingston, we offer a comprehensive range of services, from basic project consulting to complete turnkey infrastructure solutions. Whether you're interested in investing in EV charging for your properties or looking to upgrade your existing setup, our expert team is here to guide you through every step of the process. We specialize in site design, utility connections, equipment selection, funding sources, procurement requirements, and installation management to ensure a seamless deployment experience.
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Livingston Charge Port Charging Station
● OpenWelcome to Livingston Charge Port Charging Station, your premier destination for cutting-edge EV charging solutions located at 299 Kiantone Road, Jamestown, New York 14701, United States. At Livingston, we are dedicated to empowering property owners with state-of-the-art electric vehicle (EV) charging infrastructure tailored to meet the diverse needs of you and your customers. Whether you're interested in investing in EV charging for your properties or exploring innovative solutions, Livingston Energy Group offers a comprehensive range of options. Our solutions are designed to align with the National Electric Vehicle Infrastructure (NEVI) program requirements, ensuring that your EV charging project benefits from the latest advancements and funding opportunities.
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Livingston Charge Port Charging Station
● OpenWelcome to Livingston Charge Port Charging Station, your go-to destination for comprehensive electric vehicle (EV) charging solutions. Conveniently located at 746 North Main Street, Central Square, New York 13036, we specialize in providing tailored EV charging infrastructure to meet the diverse needs of property owners and their customers. At Livingston, we offer an extensive range of EV charging options, from various AC and DC power levels to versatile cable systems and communication networks. Whether you're a small business owner or manage large commercial properties, our solutions are designed to fit any application. Our plug-n-play software ensures easy management of your charging stations, while our expert team offers project support every step of the way.
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Livingston Charge Port Charging Station
● OpenWelcome to Livingston Charge Port Charging Station, your premier destination for electric vehicle (EV) charging solutions, located conveniently at 48-54 Railroad Plaza, Southampton, New York 11968. As part of the Livingston Energy Group, we specialize in providing tailored EV charging solutions to meet the diverse needs of property owners and their customers. Are you interested in investing in EV charging infrastructure for your property? We offer a wide range of options that can be customized to fit your specific requirements. Our solutions are designed to align with the National Electric Vehicle Infrastructure (NEVI) program, helping you leverage the benefits of this initiative for your EV charging projects.
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Livingston Charging Station
● OpenWelcome to Livingston Charging Station Located at 120 Genesee Street, New Hartford, New York 13413, Livingston Charging Station is your premier destination for comprehensive electric vehicle (EV) charging solutions. Whether you're a property owner eager to invest in EV charging infrastructure or a driver looking for reliable charging options, we offer a wide range of services tailored to meet your needs.
120 Genesee Street, New Hartford, New York 13413, United States -
The Portfolio Strategy Group
● ClosedThe Portfolio Strategy Group is a leading finance institution located at 50 Main Street in White Plains, New York, United States. Our team of experts specializes in creating customized investment portfolios tailored to meet the unique financial goals and risk tolerances of our clients. With a focus on strategic asset allocation and risk management, we strive to maximize returns while minimizing volatility. Whether you are an individual investor looking to grow your wealth or a business seeking to optimize your financial resources, The Portfolio Strategy Group is here to help you achieve your financial objectives. Contact us today to schedule a consultation and learn more about how we can assist you in reaching your financial goals.
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Darrel Upson - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDarrel Upson - Private Wealth Advisor at Ameriprise Financial Services, LLC is located at 427 Bedford Road, Pleasantville, New York, United States. As a recipient of the Ameriprise Client Experience Award, we prioritize what is most important to you, whether it be retirement planning, education savings, or major purchases. We provide personalized investment and portfolio recommendations based on your goals and risk tolerance. Our team at Hudson Peak Wealth Advisors is dedicated to helping you track your progress towards your financial goals and adjusting your plan as life changes. With secure online access to your accounts, you can easily monitor your investments and progress. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Darrel Upson is registered to conduct securities business in certain states. Let's meet to discuss your financial goals and create a plan for a more confident financial future.
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Community Bank, N.A.
● ClosedCommunity Bank, N.A. is a full-service financial institution located at 1 West Fairmount Avenue in Lakewood, New York, United States. We offer a range of services including ATM access, banking, and finance options. When you refer a friend to open a checking account with us, you can receive a $10 eGift card. Join us in sharing some happiness today! Navigating the homebuying process can be overwhelming, but with Community Bank, N.A. by your side, it can be a breeze. Our mobile and online banking tools allow you to make transfers, pay bills, and manage your money with ease. Whether you need tools, loans, lines of credit, or more for your business, we have you covered.
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nest
● OpenNest is a stylish clothing store located at 34 Main Street in Livingston Manor, New York. We offer a variety of trendy and fashionable clothing items for men and women. Please note that due to the rising shipping costs, all prices are subject to change until confirmed by text. Visit us today to find the perfect outfit for any occasion.
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First Student, Inc.
● ClosedFirst Student, Inc. is a student transportation company located at 3883 New York 52, New York, United States. We are more than just a service provider - we are a vital partner in the communities we serve. Our commitment to caring for students is woven into every practice and every day. Our transportation services include a full suite of options tailored to fit the unique needs of each school district. Our new program, FirstAlt, ensures that every student has access to reliable transportation, allowing them to arrive at school stress-free and ready to learn. We offer a range of services, from maintaining buses to managing operations and rethinking routes, to ensure that student transportation is efficient and effective.
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Castle Wealth Management
● ClosedCastle Wealth Management, located at 15 East 5th Street in Jamestown, New York, is a trusted financial institution that has been serving individuals and families for over 20 years. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With over $400 million in assets under management, we are committed to providing the best possible service to each client. As a Registered Investment Advisory firm, we adhere to the CFA Institute’s Asset Manager Code of Professional Conduct, ensuring that we always act as fiduciaries, putting our clients' best interests first. We are compensated through fully disclosed fees, eliminating any conflicts of interest that may arise from commissions or third-party incentives. Our team is focused on providing personalized service and current financial knowledge to help clients navigate the complexities of wealth management.
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WM Security Services
● OpenWM Security Services is a leading finance institution located in Goshen, New York. With a commitment to providing top-notch security services for all your financial needs, our team of experts is dedicated to ensuring the safety and protection of your assets. Whether you need assistance with personal banking, investment management, or corporate finance, we have the experience and knowledge to help you achieve your financial goals. Visit us at 26 Scotchtown Avenue to learn more about how WM Security Services can safeguard your wealth and investments.
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Polarus Agency
● ClosedPolarus Agency is a dynamic and innovative institution located at 27 Lake Street in Monroe, New York. Specializing in both finance and travel services, Polarus Agency offers a wide range of solutions to meet the diverse needs of its clients. Whether you are looking to plan your next vacation or seeking expert financial advice, our team of experienced professionals is here to assist you every step of the way. With a commitment to excellence and customer satisfaction, Polarus Agency is your one-stop destination for all your finance and travel needs.
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Special Agent Inc
● OpenSpecial Agent Inc is a multifaceted institution located at 67 Manhattan Avenue in the bustling city of New York, United States. As a finance, health, insurance agency, and store all rolled into one, we offer a wide range of services to cater to our clients' diverse needs. Whether you're looking to secure your financial future, protect your health, or shop for quality products, our team of skilled professionals is here to assist you every step of the way. Trust Special Agent Inc to provide you with top-notch service and innovative solutions to help you achieve your goals.
67 Manhattan Ave, Brooklyn, NY 11206, United States
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