TOP 30 Investment performance monitoring in New York, New York

38 results found

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.

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.

Livingston 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.

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.

Wells Fargo Advisors Financial Network is a renowned financial institution located at 206 7th Avenue in New York, United States. As a leading finance company, they offer a wide range of financial services and solutions to help clients achieve their financial goals. With a team of experienced advisors and experts, Wells Fargo Advisors Financial Network is dedicated to providing personalized and innovative financial strategies to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or manage your wealth, Wells Fargo Advisors Financial Network is committed to helping you navigate the complexities of the financial world with confidence and success.

Zoe Financial is a finance institution located at 31 West 34th Street, New York, New York, United States. They specialize in connecting individuals with vetted, fiduciary financial advisors that they can trust. Clients can complete a quick quiz to find their top advisor matches and securely access and monitor their portfolio performance. Zoe Financial has received accolades such as being named the Best Online Financial Advisor by NerdWallet and one of the Most Innovative Companies by Fast Company. Testimonials from current clients praise the quality of referrals and the seamless onboarding process. Please note that the information provided on this page is not investment advice and should not be used as a substitute for professional consultation with financial advisors.

Shamsa K Rooplal - TD Wealth Financial Advisor is a reputable financial institution located at 2521 Broadway in New York, New York, United States. With a focus on providing expert financial advice and services, Shamsa K Rooplal helps clients navigate their financial goals and plan for a secure future. Whether you are looking to invest, save for retirement, or plan for your children's education, Shamsa K Rooplal is dedicated to helping you achieve your financial objectives. Trust in their expertise and experience to guide you towards financial success.

Merrill Lynch Financial Advisor Justin Alexander, located at 225 Liberty Street in New York, is committed to providing unparalleled service, quality performance, and asset preservation to clients. With over a decade of experience in the financial services industry, Justin specializes in liquidity event planning, direct investment opportunities, and personalized financial strategies tailored to individual goals and priorities. As a CAIA-certified advisor, Justin works closely with clients to understand their unique needs and develop customized investment approaches. Supported by the global resources of Merrill Lynch, Justin and his team are dedicated to building strong client relationships based on trust and personalized service. By focusing on what matters most to clients - family, goals, and priorities - Justin helps individuals navigate the financial landscape, make informed decisions, and pursue their long-term objectives. With a commitment to ongoing communication, monitoring, and adjustment, Justin aims to help clients stay on track to achieve their financial goals at every stage of life. Whether you are focused on growing, preserving, or transferring wealth, Justin is here to help you pursue what matters most to you.

Penso Capital Markets LLC is a finance institution located at 68 Carman Avenue in Cedarhurst, New York, United States. Specializing in capital markets, Penso offers a range of financial services to meet the needs of individual and institutional clients. With a team of experienced professionals, Penso Capital Markets LLC is dedicated to providing expert advice and innovative solutions to help clients achieve their financial goals.

Geneva Capital Management is a finance institution located at 101 Commercial Street in Plainview, New York, United States. We specialize in providing expert financial management services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through strategic investment planning, risk management, and wealth preservation. With a focus on personalized service and tailored solutions, Geneva Capital Management is committed to delivering excellence in financial management. Contact us today to learn more about how we can help you secure your financial future.

Massaroni Wealth Management, located at 22 Century Hill Drive in Latham, New York, is a finance institution dedicated to helping clients achieve their financial goals through personalized service and care. Our team utilizes extensive resources to prioritize your needs in the Wealth Management process, creating a goals-based financial strategy tailored to your aspirations. Our process begins by exploring your goals, aspirations, and dreams to define your vision, values, priorities, and goals. We then craft and manage a personalized financial plan, providing continuous support at every stage. We handle all necessary steps, including coordinating with professionals like CPAs or Attorneys, to ensure a smooth execution of your plan.

Merrill Lynch Financial Advisor Martin A Zaklikowski, located at 580 Main Street in Buffalo, New York, offers personalized financial services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and customized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they evolve over time. By starting with a conversation to identify and prioritize your goals, the team can help you make investment decisions that align with your values and aspirations. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to tailor a financial approach that suits you. With access to investment insights and banking solutions, the team will work with you to develop a plan that addresses your financial needs and goals. Regular check-ins and adjustments ensure that your approach stays aligned with your changing life circumstances. The team at Merrill Lynch Wealth Management Advisors is committed to helping you achieve your financial goals through a personalized and comprehensive investment strategy.

Safe Harbor Asset Management, Inc. is a finance institution located at 167 East Main Street, Huntington, New York, United States. As a “Fee Only” SEC Registered Investment Adviser, the firm takes on the fiduciary responsibility of managing your family’s wealth to protect it from increasing risk and taxes. They offer advisory services on a discretionary and non-discretionary basis. Specializing in investment-grade property alternatives for 1031 Exchanges nationwide, Safe Harbor Asset Management, Inc. provides a wide range of DSTs to their investor clients at a lower cost. Their investment process is guided by Modern Portfolio Theory, using a global strategic Asset Allocation model to construct portfolios around index and enhanced index funds.

Scott Edwards - RBC Wealth Management Financial Advisor is a leading finance institution located at 1211 6th Avenue in New York, New York, United States. As a trusted financial advisor, Scott Edwards offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, Scott Edwards - RBC Wealth Management is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Raymond James Financial Services is a leading finance institution located at 330 East 38th Street in New York, New York, United States. With a reputation for excellence in financial services, Raymond James offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced financial advisors provides personalized guidance and support to help clients achieve their financial goals. Whether you are looking to plan for retirement, grow your wealth, or manage your investments, Raymond James Financial Services is dedicated to helping you secure a prosperous financial future.

Merrill Lynch Financial Advisor Brian Thomas Dalton, located at 114 West 47th Street, New York, New York, United States, is a finance institution dedicated to understanding and prioritizing your financial goals. With a team of experienced professionals, they offer personalized wealth management services to help you pursue your financial aspirations while managing investment risks. By getting to know you personally, they can create a customized plan tailored to your unique needs and priorities. Whether you are planning for retirement, saving for a major purchase, or funding a child's education, they are committed to helping you achieve your goals. With access to the global resources of Merrill, their team is equipped to provide comprehensive financial solutions and personalized service. Trust Merrill Lynch Financial Advisor Brian Thomas Dalton to guide you towards financial success and help you navigate the complexities of your financial life.

Pombo Wealth Management is a leading financial institution located at 6 Automation Lane in Albany, New York, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Pombo Wealth Management is committed to providing top-notch service and guidance to clients seeking to grow and protect their wealth. Contact us today to learn more about how we can help you reach your financial objectives.

Ironclad 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.

Welcome to CXtec TCDC (Technology Certification and Distribution Center), your trusted partner in electronics and IT solutions, located at 400 South Salina Street, Syracuse, New York. As a premier electronics store, we specialize in balancing sustainability and security risks through safe, secure, reliable, and responsible solutions. With over 40 years of experience, we have grown to become the largest secondary market network hardware supplier in North America, offering extensive refurbishment, sourcing, distribution, and maintenance service capabilities. At CXtec, we are committed to future-proofing IT solutions through green and sustainable strategies. We help organizations worldwide rethink how they build, support, decommission, and upgrade their technology infrastructures. Our comprehensive IT lifecycle management solutions bridge the gap between the end of life and the end of usable life of IT hardware equipment, championing sustainability.

Welcome to KO Storage, your premier self-storage solution conveniently located at 24452 New York 283, Watertown, NY 13601. Whether you need to declutter your home, store office supplies, or safeguard your belongings during a move, KO Storage offers a variety of unit sizes to meet your specific needs. Our friendly and knowledgeable team is here to help you find the perfect storage solution. Situated on the northeastern edge of Watertown, our facility is easily accessible from key locations around town, including Pearl Street Car Wash and Cyclotherm of Watertown. We're also close to Jefferson Community College, making us an ideal choice for students seeking extra space.

Welcome 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.

Welcome 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.

Welcome 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.

Welcome to Emerson & Renwick USA Inc., where innovation meets engineering excellence. Situated at 4906 I D A Park Drive, Lockport, New York 14094, we are globally recognized leaders in the design and manufacturing of sophisticated production machinery for a variety of industries. At E R, we specialize in creating state-of-the-art printing and coating machines tailored for the printing, wallpaper, and wallcovering sectors. Our extensive portfolio and bespoke solutions keep us at the forefront of wallpaper technology, delivering highly innovative machines built to meet the specific requirements of our clients.

Welcome 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.

Zoe Financial, located at 666 3rd Ave, New York, NY, is a premier financial advisory service dedicated to helping individuals find, hire, and invest with fiduciary financial advisors they can trust. At Zoe Financial, we believe that everyone deserves the peace of mind that comes with working with a vetted financial advisor. Our platform has been recognized as the Best Online Financial Advisor by NerdWallet for the years 2022, 2023, and 2024, based on several criteria that compare companies providing financial planning services online or connecting users with financial advisors. It's important to note that while Zoe Financial has a referral agreement with NerdWallet, which may present a conflict of interest, we did not compensate NerdWallet for this rating.

Welcome to the Southern Tier AIDS Program (STAP), your trusted partner in health and wellness located at 208 State Street, Binghamton, New York. For over 30 years, STAP has been dedicated to serving the Southern Tier of New York with compassion and expertise, addressing the ever-changing needs of our community. Our mission is to support individuals affected by chronic illnesses, enhancing public health through proactive disease prevention, comprehensive care coordination, and strong advocacy. We offer a wide range of services, including fast, free, and confidential HIV testing at multiple locations to help you and your partner stay informed and safe.

Welcome to Tender Loving Care Home Health Care, an Amedisys Company, located at 3237 Route 112, Medford, New York 11763. We are dedicated to providing exceptional home health care services tailored to meet your individual needs. Our compassionate team is available 24/7 for urgent needs, simply call us at (631) 447-2020. At Tender Loving Care, we prioritize your health and well-being by collaborating closely with you, your doctor, and our experienced home health team to develop a personalized plan of care. Our skilled nursing services encompass pain management, health monitoring, patient education, and a variety of home nursing services to ensure you receive the best possible care in the comfort of your home.

Welcome to Blink Charging Station, located at 300 West Fayette Street, Syracuse, New York 13202. At Blink, we are committed to powering your journey with our innovative EV charging solutions. Our mission is to make electric vehicle charging reliable, convenient, and accessible for everyone, transforming everyday locations into charging destinations. As a leader in sustainable energy, we offer a comprehensive range of EV charging services tailored to meet the needs of any business, from small enterprises to large corporations. Our solutions are designed to turn parking spots into efficient charging hubs, supporting the growing demand for electric vehicles. Whether you are looking to install charging stations at a public site, hotel, workplace, apartment, or condo, Blink provides fast, reliable, and future-ready solutions.

Welcome 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.