TOP 30 Investment strategy for successful people in New York, New York

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Merchant Investment Management is a finance institution located at 600 Madison Avenue in New York, United States. We specialize in being a strategic and capital partner to successful financial services companies led by founders and entrepreneurs who are focused on growth. Our approach is straightforward, centered around people, and aimed at long-term success, ensuring true alignment with our partners. Since our establishment in 2016, Merchant has collaborated with top-tier wealth management firms and service providers, utilizing our team and capital to drive growth, operational efficiency, and new opportunities. We make equity investments as a supportive growth partner, without seeking control, to assist like-minded owner-operators in scaling their businesses effectively. With our permanent capital, we are fully committed to pursuing all avenues of growth.

Welcome to Candis Best, Financial Professional - New York Life Located at the iconic One World Trade Center, 285 Fulton Street, 39th Floor, Manhattan, New York, Candis Best offers tailored financial and insurance solutions to help you secure your future. As a trusted financial advisor with Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, Candis specializes in crafting personalized advisory services that cater to your unique needs and aspirations.

Welcome to Innovative Solutions Realty, your trusted real estate partner in Queens, NY. Located at 176-27 137th Avenue, our mission is to guide you through every step of your property journey with expertise and dedication. Led by Ahmed Drake, a seasoned real estate professional with over 20 years of experience, we specialize in transforming complex real estate processes into seamless, rewarding experiences. At Innovative Solutions Realty, we understand that buying or selling a home is more than just a transaction—it's a significant life decision. Ahmed's commitment to serving clients is rooted in a philosophy that emphasizes personalized service, empathy, and comprehensive support. Whether you're a first-time homebuyer seeking clarity and guidance, or a homeowner navigating the intricacies of foreclosures and loan modifications, Ahmed's expertise is your greatest asset.

Welcome to New Prospective Realty Inc., your trusted partner in navigating the dynamic real estate market of New York City and its surrounding areas. Located at 2568 Bedford Avenue in Brooklyn, our boutique real estate firm specializes in residential and commercial sales and rentals, offering personalized services to help you buy, sell, or rent properties with ease. At New Prospective Realty, we pride ourselves on our team of seasoned real estate consultants who are dedicated to finding your next home swiftly and efficiently. Our extensive portfolio includes hundreds of property listings across all NYC boroughs, ensuring you have a wide array of choices tailored to your needs.

At Merrill Lynch Financial Advisor Paul J McKirgan, located at 360 Hamilton Avenue in White Plains, New York, United States, we believe that relationships are at the heart of everything we do. With over 100 years of combined wealth advisory experience, our team at The BME Group is dedicated to helping clients build the financial life they've imagined. We offer personalized financial strategies, retirement planning, estate planning services, wealth transfer, and business transition assistance. Our tailored investment approach, combined with cutting-edge technology, enables us to assist affluent families, executives, and businesses in building, preserving, and transferring wealth while minimizing taxes. We understand that no two people are alike, which is why we take the time to get to know you, your priorities, goals, risk tolerance, and more, in order to help you identify and address financial challenges and opportunities. Our Investment Personality Assessment helps us understand your investing preferences so that we can customize a financial approach that aligns with your goals. We believe in regular check-ins to ensure that your financial approach reflects any changes in your life or goals.

Hara Yoshida Accounting, located at 50 Main Street in White Plains, New York, offers retirement and financial solutions specifically tailored for Japanese Americans. Specializing in cross-border tax solutions for Japanese nationals, the institution provides services for expatriates, dual-citizens, or Japanese nationals living and working in the United States. Yoshida Wealth Management takes a personalized approach to uncovering clients' unique values and priorities in order to develop a harmonious framework between financial plans and life goals. As independent fiduciaries, they aim to be true financial partners, listening to clients, clarifying goals, and developing long-term financial plans and investment strategies for sustained success.

Merrill Lynch Financial Advisor Kelsey B Irwin, located at 26 Century Hill Drive in Latham, New York, is dedicated to understanding your values and life goals to help you plan your legacy. Kelsey Irwin, a Certified Financial Planner with a Masters in Business Administration, provides tailored wealth strategies for individuals and families. The team at Franke, Stento, Mohan & Irwin offers big-picture vision and attention to detail to simplify the complexities of significant wealth. With Merrill Personal Wealth Analysis™, they create personalized plans focused on your goals. By utilizing the Investment Personality Assessment, they customize financial approaches to help you pursue what matters most. Kelsey Irwin aims to connect you to the people, plan, and process that fit your unique ambitions, helping you achieve your personal goals and manage your wealth effectively. With regular check-ins and adjustments, they ensure you stay on track to reach your objectives. Through one-on-one relationships and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors prioritize your needs and guide you towards financial success.

Red Apple Realty Inc, located at 2 Charles Street in Hudson, New York, is a well-established real estate agency with over 46 years of experience serving buyers and sellers in Columbia County. The iconic Red Apple "For Sale" signs are synonymous with expert and friendly service, with a track record of successfully guiding almost 4,000 people through the buying and selling process. Barbara Robinson, a highly respected real estate professional, is known for her expertise and exceptional service in the Columbia County area. Whether you are looking to buy or sell a home, Red Apple Realty is dedicated to helping you make one of the most important decisions of your life with professionalism and care. Testimonials from satisfied clients highlight the personalized and attentive service provided by the team at Red Apple Realty, making them a top choice for real estate needs in the region.

The Misner Insurance Agency, Inc. is a licensed insurance agency located in Middletown, New York, United States. We are licensed in NY, NJ, PA, CT, MD, FL, AZ, CA, TX, & WY, providing comprehensive and competitive insurance plans for business owners and individuals. Our goal is to provide you with the personal and professional service you deserve, ensuring that insurance eases your concerns rather than causing them. Our auto policies protect you from costs associated with injuries to others and damage to their property if you are legally responsible. We also understand the importance of protecting your personal assets, such as your home, one of your most important investments.

William J. Newstad, Esq., Attorney at Law is a trusted legal institution located at 2675 Hylan Boulevard in New York, United States. Specializing in real estate, estate planning, elder care, and business law, our team is dedicated to protecting your interests and providing compassionate planning services for every stage of life. With a reputation for personalized service and attention to detail, we take the time to understand your concerns and goals, ensuring that you receive the best legal guidance possible. Our clients appreciate the knowledgeable and friendly environment of our office, as well as our reasonable fees and conscientious service. Whether you're looking to buy or sell a property, create an estate plan, or address any legal concerns, our team is here to assist you every step of the way. From face-to-face meetings to educating you about the law and how it pertains to your circumstances, we are committed to helping you make informed decisions for your family or business.

Innokentii Panteleev is a financial advisor at Merrill Lynch located in New York, United States. With over 7 years of experience in the financial services industry, Inno focuses on serving clients with different backgrounds and levels of financial knowledge. He holds bachelor's degrees in International Relations and Finance and is dedicated to helping clients achieve their financial goals. In his spare time, Inno enjoys spending time with his family and meeting new people. Merrill Lynch offers personalized financial planning services, investment strategies, and access to banking services from Bank of America. Inno believes in building strong client relationships based on trust and personalized service. With a focus on your goals and priorities, Merrill Lynch Wealth Management Advisors can help you create a customized investment approach to address your needs and pursue your financial goals. Whether you are planning for retirement, funding your children's education, or preparing for other life events, Inno is committed to helping you achieve your goals. Contact Merrill Lynch Financial Advisor Innokentii Panteleev to start your journey towards financial success.

Merrill Lynch Financial Advisor Joshua M. Adler is a finance institution located at 75 Rockefeller Plaza in New York, United States. The Rothman Adler Group, part of Merrill Lynch, focuses on building strong relationships through teamwork and personalized service. Their team of experienced advisors and wealth management associates provide access to global investment capabilities and banking services from Bank of America. They work closely with clients to create personalized financial plans that align with their goals and life priorities. The institution has received recognition for exemplary client service and offers a range of services including investment strategies, financial planning, and wealth management. With a commitment to helping clients achieve their financial goals, Merrill Lynch Financial Advisor Joshua M. Adler aims to provide dedicated and personalized financial advice at every stage of life.

Milliman is a leading global insurance agency located at 250 Washington Avenue Extension in Albany, New York, United States. They offer intelligent digital solutions to help improve outcomes, manage costs, and solve healthcare challenges. With a focus on innovative insurance solutions, operational health, and compliance, Milliman helps clients deliver on promises and create smart solutions for the future. With a history dating back to 1947, Milliman has a track record of managing complex risks using data-driven insights and deep industry experience. They welcome diverse perspectives and ideas, driving positive change for people and communities worldwide. Their expertise in retirement funding, healthcare financing, risk management, data analytics, and business transformation sets them apart as a trusted partner for organizations tackling critical issues.

The Sundheim Group, located at 1 Bridge Street in Irvington, New York, is a team of experienced professionals with a deep understanding of both the hard and soft aspects of team dynamics. Led by Joanna Rupp, Managing Director at the University of Chicago Office of Investments, and Mike Kelly, Former Managing Director at Morgan Stanley, the group offers unparalleled insight into optimizing team relationships. Feeling the strain of the current environment on your team? The Sundheim Group offers a solution with their "Come Together" virtual retreat, designed for teams of 5-15 people to pause, reconnect, and realign in a structured yet informal setting.

Merrill Lynch Financial Advisor Stephen Perini is a trusted institution located at 114 West 47th Street in New York, United States. With a focus on finance, Merrill is proud of their advisors who have received recognition from industry publications and Bank of America Corporation for exemplary client service. Stephen Perini, as a Partner and Financial Advisor with the Branch-Zorda Wealth Management Group, believes in the philosophy that wealth management is about people, not portfolios. With over 15 years of experience, Stephen is committed to building strong client relationships based on trust and personalized service. He works with a diverse range of clients, from younger individuals and families to executives in publicly traded companies and Sports and Entertainment clients. Stephen's expertise lies in helping clients make informed decisions to achieve their financial goals, whether it's building wealth, planning for retirement, or passing along wealth to loved ones. By utilizing the global resources of Merrill, Stephen and his team provide tailored financial solutions to help clients pursue their goals and manage investment risk. With a personalized approach and a focus on understanding each client's unique needs, Stephen Perini and his team at Merrill Lynch are dedicated to helping clients achieve financial success.

Welcome to Cyberlead Inc. - Car Dealer Leads, your premier destination for top-quality special finance auto leads tailored exclusively for your dealership. Located at 1777 Veterans Memorial Highway, Islandia, New York, we are dedicated to revolutionizing the way car dealerships connect with potential buyers, especially those concerned about their credit ratings. At Cyberlead, we understand the unique challenges faced by auto showrooms and dealerships in finding car shoppers. That's why we specialize in generating subprime auto leads, connecting you with individuals actively seeking car financing solutions. Our proven lead generation strategies, backed by our 100% Quality Guarantee, ensure that you receive the best leads in the industry.

Welcome to Nature Conservancy, located at 269 Ouderkirk Road, Pulaski, New York. We are a global leader in conservation, dedicated to protecting the planet's most precious ecosystems while supporting sustainable economies and Indigenous-led stewardship. Our recent landmark agreement conserves 10 million hectares of rare marine habitats, exemplifying our commitment to tackling the climate and biodiversity crises. With a presence in over 70 countries and territories, our passionate team of staff, scientists, and members is advancing innovative and effective conservation strategies. From dense rainforests to remote coral reefs and urban centers, our diverse approaches reflect the unique needs of each habitat and community.

Welcome to the ATM Machine at Crossroads Convenience Store, conveniently located at 12940 New York 438, Gowanda, NY 14070. Our ATM offers you easy and secure access to your cash whenever you need it. Whether you're a local resident or just passing through, our machine is ready to serve your financial needs. Are you curious about the ATM business or interested in owning an ATM machine? We invite you to explore the exciting world of ATM ownership and discover how it can create a lifetime of passive income. By placing a FREE ATM in your store, you can save on credit card fees, keep customers from going elsewhere, and generate additional revenue.

Welcome to Window & Door Outlet, your trusted partner for all your home improvement needs in New City, New York. Conveniently located at 60 South Main Street, we are a versatile business specializing as a general contractor, home goods store, and roofing contractor. Our commitment to quality and customer satisfaction has made us a leading choice for homeowners and businesses alike. At Window & Door Outlet, we believe in the transformative power of siding installation. Available in almost any color, our siding options not only enhance the beauty of your home but also serve as a smart investment for its future value. If new windows are on your agenda, look no further. We offer an extensive selection of window styles, materials, and manufacturers to match your unique tastes and needs.

Welcome to Nature Conservancy, located at 10 North Main Street, Cattaraugus, New York 14719, United States. We are a dedicated team of staff, scientists, and community members committed to advancing effective and lasting conservation efforts in over 70 countries and territories worldwide. Our mission is to tackle the pressing climate and biodiversity crises by developing innovative solutions, amplifying local leadership, and influencing policy changes. Recently, we've celebrated a milestone achievement—a new agreement that conserves 10 million hectares of globally rare marine habitat while supporting Indigenous-led stewardship and sustainable economies.

Welcome to Rory Sears, DO, your dedicated partner in comprehensive pulmonary care located at 19320 U.S. 11, Watertown, New York. At Samaritan Medical Center, where Dr. Sears practices, we understand that difficulty breathing can change everything. That's why we have assembled a team of board-certified pulmonologists committed to providing the best prevention, detection, treatment, and rehabilitation services in the region. Whether you or a loved one is dealing with asthma, sleep apnea, or lung cancer, our experienced team is here to help. As the largest and most experienced pulmonary critical care service in the area, we ensure that serious pulmonary conditions can be treated close to home.

Welcome to Lawrence G. Kramer, MD – Comprehensive Pulmonary Care in Watertown, NY Located at 19320 U.S. 11, Watertown, New York, Lawrence G. Kramer, MD, is dedicated to providing exceptional pulmonary care and improving the quality of life for patients with breathing difficulties. Our practice is part of Samaritan Medical Center, where we offer a full spectrum of pulmonary services, including prevention, detection, treatment, and rehabilitation, all led by our team of board-certified pulmonologists.

Welcome to Pesa Law Group P.C., your trusted partner in navigating the complexities of real estate and business transactions. Located conveniently at 80 Orville Drive, Suite 100, Bohemia, New York 11716, we specialize in providing comprehensive legal services for both residential and commercial clients. At Pesa Law Group, we pride ourselves on our expertise in assisting clients with the purchase or sale of homes and businesses. Our experienced team is adept at handling all facets of residential and commercial transactions, including cooperative apartments and condominiums. Whether you're a first-time homebuyer or a seasoned business owner, we are committed to ensuring a smooth and successful transaction.

Welcome to Goldstein & Bashner, your trusted personal injury lawyers located at 320 Carleton Avenue, Central Islip, New York. With a deep understanding of the profound impact that serious personal injuries can have on individuals and their families, we are dedicated to fighting for justice and accountability on your behalf. At Goldstein & Bashner, we specialize in personal injury law, a field that encompasses a wide range of negligence and harm scenarios. Our experienced Long Island personal injury attorneys are ready to step into the fray, assess your case, and build the strongest possible claim to secure the financial compensation you deserve. Whether you are dealing with medical bills, lost wages, or emotional suffering, our team is here to guide you through the legal process with expertise and compassion.

Welcome to CDReload Instant Bitcoin, your one-stop destination for seamless Bitcoin transactions, located at 39 Park Street, Owego, New York 13827. We revolutionize the way you buy and send Bitcoin, making the process as easy as pie. Whether you're a first-time buyer or a seasoned investor, our services are designed to cater to your needs. With over 16,000 locations nationwide, purchasing Bitcoin has never been more convenient. Simply visit any of our retail locations, add cash at the register, and instantly convert it into Bitcoin—no banks or ATMs required.

Welcome to CDReload Instant Bitcoin, your go-to destination for seamless Bitcoin transactions in Cortland, New York. Located at 13 Port Watson Street, our finance-focused business is dedicated to making Bitcoin buying and sending as easy as pie—every time. At CDReload Instant Bitcoin, we offer a hassle-free way to purchase and send Bitcoin. With over 16,000 locations nationwide, simply visit one of our retail locations, add cash at the register, and instantly convert it into Bitcoin—no banks or ATMs required. For added convenience, our Bitcoin ATMs allow you to buy Bitcoin with cash effortlessly. Just scan your wallet QR code, deposit your cash, and receive your Bitcoin instantly.

Welcome to Cadaret, Grant & Co., Inc., your trusted partner in comprehensive wealth management, located at 100 Madison Street, Syracuse, New York. Our mission is to empower financial professionals and institutions to cultivate stronger, more productive client relationships through tailored wealth management solutions. We offer a broad spectrum of resources designed to enhance your wealth management programs and elevate the experiences of your clients and members. Our approach is sophisticated yet streamlined, providing you with the tools needed to deliver comprehensive advice with ease. Leveraging cutting-edge technology built for the real world, we facilitate seamless client management, engagement, and communication to help you stay ahead in the rapidly evolving financial landscape.

Welcome to CDReload Instant Bitcoin, your local gateway to the world of cryptocurrency, conveniently located at 138 Vestal Parkway West, Vestal, New York 13850. As a leader in finance, we provide an effortless and accessible way to buy and send Bitcoin, catering to both new users and seasoned investors. At CDReload Instant Bitcoin, we make acquiring Bitcoin as easy as pie. With over 16,000 locations nationwide, simply visit any of our partner stores, add cash at the register, and watch it transform into Bitcoin instantly—no banks or traditional ATMs required. For those who prefer direct transactions, our widespread Bitcoin ATMs offer a seamless experience: scan your wallet QR code, deposit cash, and receive your Bitcoin on the spot.

Welcome to CDReload Instant Bitcoin, your go-to destination for effortless Bitcoin transactions in Johnson City, New York. Located at 37 Riverside Drive, we specialize in making the process of buying and sending Bitcoin as simple as possible. With over 16,000 locations nationwide, you can easily add cash at the register and instantly convert it into Bitcoin—no banks or traditional ATMs required. Our Bitcoin ATMs, conveniently located across the country, allow you to purchase Bitcoin seamlessly with cash. Simply scan your wallet QR code, deposit your cash, and receive your Bitcoin instantly. For those who prefer online transactions, you can also buy a wide range of cryptocurrencies using your debit card, credit card, or bank account, with transaction amounts ranging from $5 to $20,000.

Welcome to CDReload Instant Bitcoin, your go-to destination for effortless Bitcoin transactions! Located at 2 Main Street, Binghamton, New York 13905, we specialize in providing you with a seamless way to buy and send Bitcoin, making cryptocurrency accessible for everyone, from beginners to experienced investors. With over 16,000 locations nationwide, CDReload makes it incredibly easy to turn cash into Bitcoin. Simply visit one of our retail locations, add cash at the register, and instantly receive Bitcoin—no need for banks or ATMs. Our nationwide network ensures that cryptocurrency is always within reach.