TOP 30 Investment research analysts in New York, New York

19 results found

Merrill Lynch Wealth Management, located at 90 Crystal Run Road in Middletown, New York, is a finance institution dedicated to helping clients align their investments with their values and financial goals. The experienced advisors at the MIDDLETOWN NY branch offer personalized financial strategies, retirement income planning, estate planning services, and guidance on various investment options. Committed to client satisfaction, the advisors at Merrill Lynch Wealth Management work closely with clients to create long-term financial strategies tailored to their individual needs. The branch also actively participates in volunteerism and charitable outreach to support the communities in which they operate. With access to industry analysts and specialists, Merrill Lynch advisors have the resources to fully understand each client's financial situation and collaborate on creating personalized financial plans.

Compass Asset Management Group is a leading finance institution located at 100 Stony Brook Court in Newburgh, New York, United States. With a team of experienced financial professionals, Compass Asset Management Group offers a wide range of investment and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, Compass Asset Management Group can provide personalized solutions to meet your needs. Trust in Compass Asset Management Group to guide you towards a secure financial future.

Merrill Lynch Financial Advisor L. Cliff Griffin, located at 75 Rockefeller Plaza in New York, offers wealth management strategies for affluent clients, non-profit organizations, and business owners. With over 30 years of experience, Cliff focuses on equity research, portfolio hedging strategies, and wealth management. He holds certifications as a Certified Investment Management Analyst® (CIMA®) and a Certified Divorce Financial Analyst®. Cliff is dedicated to building long-term client relationships and delivering exceptional service, tailored to individual financial goals and values. As a member of the New York Yale Club, Cliff is actively involved in the community and volunteers with local organizations. With access to the global resources of Merrill, Cliff and his team provide personalized financial solutions to help clients pursue their goals and navigate changing life circumstances. Whether planning for retirement, education, or wealth transfer, Cliff listens carefully to understand each client's unique needs and aspirations. By utilizing the Investment Personality Assessment and ongoing communication, Cliff helps clients stay on track to achieve their financial objectives. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor L. Cliff Griffin is committed to helping clients live their best financial lives.

Merrill Lynch Private Wealth Advisor Brian T Lotito, located at 225 Liberty Street, New York, New York, United States, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on personalized attention and trust-based relationships, the institution provides customized services supported by the capabilities of a global financial institution. The team at Merrill Private Wealth Management, led by Vice President and Private Wealth Manager Kevin, is dedicated to providing thoughtful wealth management advice to ultra-high-net-worth families. With a focus on goals-based wealth management, the team collaborates to create strategies that reflect clients' aspirations for themselves and future generations.

Merrill Lynch Private Wealth Advisor Joshua A. Hidalgo is located at 225 Liberty Street in New York, New York, United States. This finance institution offers industry-leading research and expert analysis to help wealthy individuals and families stay ahead in managing their wealth. With a focus on personalized attention and wealth management solutions, the institution combines global capabilities with a deep understanding of complex financial needs to help clients achieve their goals. Joshua Hidalgo, a Senior Vice President and Private Wealth Manager at Merrill Private Wealth Management, is dedicated to serving high net worth individuals, families, and institutions both in the US and internationally. He and his team prioritize connecting all aspects of their clients' financial lives to help them pursue their most important goals. Joshua, who holds a B.B.A degree in Finance and the Chartered Financial Analyst (CFA) designation, joined Merrill in 2011 and is committed to developing tailored financial strategies for each client.

Hanson MoneyMax Group, LLC is a reputable insurance agency located at 421 Penbrooke Drive in Penfield, New York, United States. With a focus on providing top-notch insurance solutions to individuals and businesses, Hanson MoneyMax Group, LLC is dedicated to helping clients protect their assets and plan for the future. Their team of experienced professionals offers personalized service and tailored insurance packages to meet the unique needs of each client. Trust Hanson MoneyMax Group, LLC to provide reliable insurance coverage and peace of mind.

Khanna Equities Inc is a reputable health institution located at 13109 Rockaway Boulevard in New York, United States. Specializing in providing top-notch healthcare services, Khanna Equities Inc is committed to promoting the well-being and health of its patients. With a team of experienced and dedicated healthcare professionals, the institution offers a wide range of medical services to cater to the diverse needs of its patients. Patients can expect personalized care, cutting-edge treatments, and a comfortable environment at Khanna Equities Inc. Visit them today for all your healthcare needs.

Located at 555 5th Avenue in New York, Telsey Advisory Group (TAG) is a prominent finance institution specializing in research, trading, banking, and consulting within the consumer sector. As a woman-owned firm, TAG offers in-depth analysis and market insights to assist clients in making strategic investment decisions. With a focus on sectors such as apparel, cosmetics, e-commerce, and supermarkets, TAG provides comprehensive services to meet the diverse needs of its clients. CEO Dana Telsey is a respected retail analyst, offering valuable insights on consumer trends and market dynamics through various media outlets. TAG's expertise in evaluating the consumer market makes it a trusted partner for those seeking expert financial guidance in the ever-changing retail landscape.

Germack Financial is a reputable finance institution located at 9401 Watercure Road in Nunda, New York, United States. With years of experience and a team of knowledgeable professionals, Germack Financial offers a wide range of financial services to individuals and businesses. Whether you need help with investments, retirement planning, or estate planning, Germack Financial is dedicated to providing personalized solutions to help you achieve your financial goals. Trust Germack Financial to provide expert guidance and support for all your financial needs.

David Mattia, CIMA - UBS Financial Services Inc. is a finance institution located at 400 Linden Oaks in Rochester, New York, United States. As a Certified Investment Management Analyst (CIMA) with UBS Financial Services Inc., David Mattia provides expert financial advice and services to help clients achieve their investment goals. With a focus on personalized solutions and a commitment to excellence, David Mattia, CIMA - UBS Financial Services Inc. is dedicated to helping clients navigate the complexities of the financial market and build a secure financial future.

ResearchCows Financials is a leading finance institution located at 89-08 Woodhaven Boulevard in New York, United States. Our team of expert financial analysts and advisors specialize in conducting in-depth research and analysis to provide our clients with top-notch financial solutions and insights. Whether you are looking for investment advice, financial planning, or market research, ResearchCows Financials is here to help you navigate the complex world of finance. Trust us to steer you in the right direction towards financial success.

Nexus Financial Strategies is a leading financial institution located at 530 RXR Plaza in Uniondale, New York, United States. Specializing in finance, Nexus Financial Strategies offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced professionals, clients can trust in the expertise and guidance provided by Nexus Financial Strategies to help them achieve their financial goals. Contact them today to learn more about how they can assist with your financial needs.

CORE IR is a finance institution located at 377 Oak Street, Garden City, New York, United States. At CORE IR, we focus on raising visibility, expanding awareness, and increasing shareholder value for our clients. We offer relationship introductions with various key players in the finance industry, such as institutional investors, fund managers, and analysts. Our team crafts compelling messages that resonate with investors and leverage advanced tools to measure and elevate the ROI of your investor relations program. We go beyond traditional valuation measures to identify alternative metrics that highlight the intrinsic value of your business. Our comprehensive communications and digital media plans help us integrate with key constituents to unify all communications. We ensure your story reaches the right audience through our experience and longstanding relationships in the industry.

George Brown - Raymond James is a leading financial institution located at 100 Great Oaks Boulevard in Albany, New York. With a strong presence in the United States, this institution offers a wide range of financial services and expertise to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, George Brown - Raymond James has a team of experienced professionals ready to assist you. Trust in their expertise and commitment to providing top-notch financial services to clients across the country.

Welcome to the Directory of Major Malls / ShoppingCenters.com, your premier source for comprehensive retail and shopping center data across North America. Located in Nyack, New York, we are dedicated to empowering your business decisions with precise and actionable insights. Our platform stands as the leading resource for understanding the competitive landscape and identifying new market opportunities. With our latest Q2-2024 mobile metrics, you gain access to cutting-edge analytics, including precise geofences and the latest DMM dataset metrics. This quarter, we spotlight the Chino Spectrum Town Center, highlighting notable shifts in mobile activity.

Welcome to the Finance and Economics Department at Lubin, where we prepare you to make a splash in the finance capital of the world. Located at 861 Bedford Road, Pleasantville, New York, we offer a comprehensive curriculum designed to equip you with the skills needed for success in diverse financial sectors, including corporate finance, investments, financial institutions, brokerage, and banking. Our students gain invaluable experience through internships at top firms such as Citibank, Goldman Sachs, JPMorgan Chase & Co., Merrill Lynch, and Morgan Stanley, as well as various New York City governmental departments. At Lubin, we pride ourselves on a curriculum that adapts to the fast-paced changes in the financial industry, integrating cutting-edge technology to enhance your financial expertise.

Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.

Welcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.

Welcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.