Investment performance in New City, New York
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RVPII Consulting, Inc.
RVPII Consulting, Inc. is a finance institution located at 286 Main Street, Setauket- East Setauket, New York, United States. Specializing in family, business, and real estate financial consulting, RVPII Consulting is dedicated to helping clients achieve greater prosperity through comprehensive financial planning services. Our team of financial consultants work closely with clients to develop customized strategies and plans to strengthen their financial futures. We prioritize honesty and integrity, building personal relationships with clients based on transparency and accountability. For working families, we create personalized financial plans to help achieve short-term, long-term, and retirement goals. For business owners, we develop strategic plans to enhance financial foundations. And for real estate investors, we create and execute comprehensive strategies to guide them to success. Our expertise allows us to create strategic financial plans that align with our clients' best interests, helping them reach their financial goals.
Martone Capital Management
Martone Capital Management is a leading finance institution located at 50 Main Street in White Plains, New York. Our team of experienced professionals specializes in providing personalized investment management services to help our clients achieve their financial goals. With a strong track record of success, we offer a range of investment strategies tailored to meet the unique needs of each individual client. Trust Martone Capital Management to provide expert guidance and support as you navigate the complexities of the financial markets.
The Portfolio Strategy Group
The 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.
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 20 Maple Avenue in Armonk, New York, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including wealth management, investment banking, and financial planning. Their team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Raymond James Financial Services is committed to helping you secure a strong financial future.
Komich Capital Advisors
Komich Capital Advisors is a finance institution located at 207 Hallock Road in Stony Brook, New York, United States. Specializing in helping families, businesses, and individuals grow and preserve wealth through custom investment strategies, Komich Capital Advisors takes the time to understand each client's financial goals and create a personalized roadmap to guide them on their financial journey. With a focus on avoiding taxes, protecting against unexpected events, and preparing for the future, Komich Capital Advisors offers independent financial advice to help clients maximize the impact of their savings on their families, community, and future quality of life. Contact us today to take the first step towards growing and protecting your wealth.
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.
Admirable Promise Consultant
Admirable Promise Consultant is a reputable accounting and finance institution located at 1924 New York Avenue in Huntington Station, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, financial planning, or investment advice, Admirable Promise Consultant is committed to providing high-quality services that exceed expectations. Trustworthy, reliable, and dedicated, they are the go-to institution for all your accounting and finance needs.
Old Green Consulting
Old Green Consulting is a renowned accounting and finance institution located at 716 Bloomingrove Drive in Rensselaer, New York. With a team of experienced professionals, they provide expert financial consulting services to individuals and businesses alike. Their commitment to excellence and attention to detail sets them apart in the industry, making them a trusted partner for all your financial needs. Whether you require assistance with tax preparation, financial planning, or investment strategies, Old Green Consulting is dedicated to helping you achieve your financial goals.
The Optimus Group, LLC
The Optimus Group, LLC is a finance institution located at 1745 U.S. 9 in Clifton Park, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to help you achieve your financial goals. With a focus on personalized service and tailored solutions, The Optimus Group, LLC is committed to helping you secure a bright financial future. Contact us today to schedule a consultation.
Revolutionary Financial Planning
Revolutionary Financial Planning is a finance and insurance agency located at 4 Executive Park Drive in New York, United States. Our team is dedicated to guiding you through all seasons of life, offering services such as Financial Planning, Retirement Planning, Estate Planning, Investment Management, Healthcare, and Income Protection. Securities-related transactions are managed by our subsidiary, Halliday Financial, LLC, a member of FINRA and SIPC. We are registered in states where required and have a transparent background on FINRA's BrokerCheck. Please note that past performance may not predict future results, and different investments involve varying degrees of risk. Our goal is to provide personalized advice and help you build a successful investment portfolio. Visit our Legal and Disclosure page for more information.
Empire Asset Management Group
Empire Asset Management Group is a leading financial institution located at 6 Executive Park Drive in New York, United States. With a team of experienced professionals, Empire Asset Management Group offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Empire Asset Management Group can provide personalized solutions to meet your needs. Trust in Empire Asset Management Group to guide you towards financial success.
Pratt & Associates
Pratt & Associates is a leading accounting and finance institution located at 275 Delaware Avenue in Delmar, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the United States. Our expertise in accounting and finance allows us to offer personalized solutions to help our clients achieve their financial goals. Whether you need tax preparation, financial planning, or investment advice, Pratt & Associates is here to help you navigate the complexities of the financial world. Visit us today to see how we can assist you with all of your accounting and finance needs.
Plesser & Co. Inc
Plesser & Co. Inc. is a reputable accounting and finance institution located at 274 Delaware Avenue in Delmar, New York, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we strive to help our clients achieve their financial goals with personalized solutions tailored to their specific needs. Trust Plesser & Co. Inc. for all your accounting and finance needs.
Castle Wealth Management
Castle 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.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 55 Southwestern Drive in Jamestown, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, our advisors can provide personalized financial strategies to help you navigate rising or turbulent markets. Our advisors go beyond wealth planning advice to offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We work closely with your outside professionals, such as accountants and tax attorneys, to create comprehensive financial strategies tailored to your long-term objectives.
Exxon
Exxon is a well-known gas station located at County Road 71 in Ferndale, New York, United States. With a reputation for providing high-quality fuel and excellent customer service, Exxon is a popular choice for drivers looking to fill up their tanks. In addition to gasoline, Exxon offers a variety of convenience store items and car maintenance services. Whether you're on a long road trip or just need to top off your tank, Exxon is a reliable stop for all your gas station needs.
8 Court Square
8 Court Square is a prestigious institution located at 8 Court Square East in New York, United States. This historic building is known for its elegant architecture and prime location in the heart of the city. The institution offers a range of services and amenities, including state-of-the-art facilities, expert staff, and a welcoming atmosphere. Whether you are looking for educational opportunities, professional development, or cultural experiences, 8 Court Square is the perfect destination for you. Visit us today and discover all that this exceptional institution has to offer.
Focused Wealth Management
Focused Wealth Management is a finance institution located at 11 Old Balmville Road in Newburgh, New York, United States. Founded in 1994, we are an SEC Registered Investment Advisory firm dedicated to assisting clients with all aspects of their financial lives. Our investment process focuses on portfolio construction and risk management to help clients achieve their specific goals. As a separate entity from Securities America, we offer asset management solutions and services to our clients. Our team is committed to providing personalized strategies to help clients reach their financial objectives. Please note that Securities America and Focused Wealth Management are separate companies, and advisory services are offered through Focused Wealth Management, Inc. This site is intended for residents of the United States and is for informational purposes only. We recommend consulting with a tax or legal advisor for personalized advice related to your financial situation.
Jani Consultancy Inc.
Jani Consultancy Inc. is a global institution located in Pearl River, New York, United States. Our team consists of asset managers, referral agents, and investor representatives who work together to enhance coverage and streamline funding pipelines within the USA. With a focus on data analysis, we provide financial expertise and industry knowledge to help technology executives and legal representatives develop competitive strategies. Our services include executing growth plans in various industries, solving challenges in operations management, and improving margin expansion through access to growth capital and debt solutions. The Founder and President of Jani Consultancy, Inc., Bijal Jani, brings over 22 years of experience as an attorney and financial expert to the corporate clientele. Her portfolio includes companies with enterprise values over USD$145 million engaged in joint ventures, mergers, and exit strategy implementation. Additionally, Mr. Jani, with a background in public accounting and financial management, has facilitated over USD$375 million worth of commercial development transactions in the US and has an extensive network within the United States, India, and West Africa.
Brick Equity LLC
Brick Equity LLC is a finance institution located on Wall Street in New York City. Specializing in investment management and financial services, Brick Equity LLC offers a range of expertise in wealth management, asset allocation, and risk assessment. With a team of experienced professionals, the institution is dedicated to helping clients navigate the complexities of the financial markets and achieve their investment goals. Whether you are looking to grow your portfolio or plan for retirement, Brick Equity LLC provides personalized solutions tailored to your unique financial needs.
WAMBA BROKERAGE AND FINANCIAL INC
Wamba Brokerage and Financial Inc. is a comprehensive institution offering accounting, finance, and insurance services. Located at 2825 Third Avenue in New York, United States, we specialize in providing our clients with the right insurance products tailored to their specific needs. With a team of experienced professionals who have worked with top tax companies such as HR BLOCK and INTUIT, we are well-equipped to assist you with all your tax requirements. In addition to our accounting and insurance services, we also offer shipping services nationally and internationally in partnership with major logistics companies. Our goal is to ensure that your belongings reach their destination safely and efficiently.
Portfolio Strategies Inc
Portfolio Strategies Inc is a leading finance institution located at 11 Waverly Place in Monsey, New York. Our team of expert financial advisors specializes in creating personalized investment portfolios tailored to meet the unique needs and goals of each individual client. With a focus on long-term wealth management and risk mitigation, we provide comprehensive financial planning services to help our clients achieve their financial objectives. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Portfolio Strategies Inc is here to help you navigate the complex world of finance with confidence and peace of mind.
Lincoln Financial Advisors
Lincoln Financial Advisors is a leading finance institution located at 7 Pennsylvania Plaza in New York, New York, United States. With a focus on providing expert financial advice and services, Lincoln Financial Advisors helps individuals and businesses navigate complex financial decisions and achieve their long-term goals. Whether you are planning for retirement, investing for the future, or seeking insurance solutions, the experienced team at Lincoln Financial Advisors is dedicated to helping you make informed financial choices. Trust Lincoln Financial Advisors to provide you with personalized financial strategies tailored to your unique needs and objectives.
Tolis Advisors
Tolis Advisors is a leading finance institution located at 447 Broadway in the heart of New York City. Our team of experienced financial advisors offers personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on integrity, transparency, and client satisfaction, Tolis Advisors is dedicated to providing top-notch financial guidance and support. Whether you are looking to grow your portfolio, plan for retirement, or navigate complex financial decisions, our team is here to help you every step of the way. Visit us at our office in New York, New York, United States to learn more about how Tolis Advisors can help you secure your financial future.
W. S. Mount Elementary
W. S. Mount Elementary is a vibrant primary school located at 50 Dean Lane in Stony Brook, New York. Our school is dedicated to providing a nurturing and stimulating learning environment for young students. With a focus on academic excellence and character development, we strive to empower our students to reach their full potential. Our dedicated faculty and staff work tirelessly to create a supportive and inclusive community where every child can thrive. At W. S. Mount Elementary, we believe in fostering a love for learning and helping students build a strong foundation for future success.
MJ Teddy and Associates
MJ Teddy and Associates is a reputable insurance agency located in Fairport, New York, United States. With years of experience in the industry, our team of dedicated professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for home, auto, life, or business insurance, we have the knowledge and expertise to help you find the right coverage at the best possible rates. Trust MJ Teddy and Associates to protect what matters most to you. Visit us today to learn more about our services and how we can help you secure your future.
Sun Life Financial
Sun Life Financial is an insurance agency located at 1 Huntington Quadrangle, Melville, New York, United States. Committed to keeping clients' personal data safe, they offer a range of insurance products and services. Their performance highlights and strategic performance are showcased, with a focus on preventing type 2 diabetes and raising awareness about the disease. Sun Life's Annual Meeting is coming up on May 9, offering both virtual and in-person attendance options. They are not associated with Obatan LLC and caution investors to be wary of certain offers. As a Purpose-driven company, Sun Life is dedicated to being there for clients during life's important moments. They are always seeking exceptional individuals to join their team, whether recent graduates or seasoned professionals. With a focus on sustainability, Sun Life has a history of financing clean and renewable energy projects. They value diversity in their workforce, believing that different perspectives lead to brighter outcomes for clients, communities, and colleagues.
Davis International
Davis International is a store located at 388 Mason Road in Fairport, New York, United States. Specializing in screen printing supplies and equipment, Davis International offers the latest and most innovative plastisol screen printing inks from Monarch Color, including the Low Temp Apocalypse LB color system and VIVID inks. Additionally, they carry EasiWay's eco-friendly chemicals and screen cleaning equipment for a more efficient and cost-effective printing process. Recognized for their quality and performance, Davis International is backed by a team of expert screen print professionals who help printers of all sizes achieve outstanding results. They also offer financing options for equipment purchases, making it easier for businesses to invest in the tools they need to succeed. Visit Davis International for all your screen printing needs.
Krueger Advisors, LLC
Krueger Advisors, LLC is a finance institution located at 2611 Brewerton Road in Syracuse, New York, United States. Led by Terri E. Krueger, ChFC (Chartered Financial Consultant), our team is dedicated to helping you understand the financial concepts related to insurance, investing, retirement, estate planning, and wealth preservation. We believe in the value of working with skilled professionals to achieve your financial goals. On our website, you can find informative videos and resources to educate yourself on financial planning. We offer access to market performance and data, as well as investment advice through LPL Financial, a Registered Investment Adviser, and Private Advisor Group, a registered investment advisor. Please note that Krueger Advisors LLC and Private Advisor Group are separate entities from LPL Financial.
Ascent Wealth Partners
Ascent Wealth Partners is a finance institution located at 89 Genesee Street in New Hartford, New York, United States. Our dedicated team of financial experts is committed to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. With a personalized approach and a focus on long-term success, Ascent Wealth Partners is your trusted partner in financial planning.
Nearby cities:
- Albany
- Alexandria Bay
- Amherst
- Angola
- Armonk
- Babylon
- Batavia
- Bay Shore
- Binghamton
- Bohemia
- Brentwood
- Briarcliff Manor
- Bridgehampton
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- Bronxville
- Brooklyn
- Buffalo
- Calverton
- Carmel Hamlet
- Cedarhurst
- Centereach
- Central Islip
- Central Square
- Cheektowaga
- Chittenango
- Clifton Park
- Commack
- Cooperstown
- Coram
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- Croton-on-Hudson
- Cutchogue
- Deer Park
- Delmar
- Depew
- Dobbs Ferry
- East Amherst
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- East Syracuse
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- Mineola
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- New City
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- New York
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