The 30 Best Investor solutions in New York

Halstead Property LLC is a reputable general contractor and real estate agency located at 526 Warren Street in Hudson, New York, United States. With a strong track record of providing top-notch construction services and real estate expertise, Halstead Property LLC is dedicated to helping clients achieve their property goals. Whether you are looking to buy, sell, or renovate a property, the professionals at Halstead Property LLC are committed to delivering exceptional service and results. Contact them today to learn more about their offerings and how they can assist you with your real estate needs.

Shorecrest Property Management is a premier real estate agency located at 54305 County Road 48 in Southold, New York. Our dedicated team of professionals specializes in managing properties for both residents and vacationers in the beautiful region of the North Fork. Whether you are looking to buy, sell, or rent a property, our experienced agents are here to help you every step of the way. With a commitment to exceptional service and attention to detail, Shorecrest Property Management is your trusted partner in all of your real estate needs.

McGrath Management LLC is a reputable institution located at 295 Main Street in Mount Kisco, New York, United States. Specializing in professional management services, McGrath Management LLC offers a wide range of solutions to meet the needs of their clients. With a team of experienced professionals, they provide top-notch services to help businesses thrive and succeed. Whether it's property management, financial consulting, or strategic planning, McGrath Management LLC is dedicated to delivering exceptional results for their clients. Visit their office at 295 Main Street to learn more about how they can help your business grow and prosper.

Axiom Capital Management is a finance institution located in Mount Kisco, New York, United States. With an additional office at the iconic Empire State Building in New York City, our team is dedicated to providing top-notch investment banking services to our clients. Contact us at (212) 521-3800 or info@axiomcapital.com for more information. Visit our website for details on our team, investment banking services, privacy and disclosures, and investor login access.

Capital Markets Advisors LLC is a leading finance institution located at 1075 New York 82, Hopewell Junction, New York. With a team of experienced financial experts, they provide tailored solutions and strategic advice to help clients navigate the complex world of capital markets. Whether you are an individual investor or a large corporation, Capital Markets Advisors LLC offers personalized services to meet your financial goals and maximize returns. Trust in their expertise to guide you towards success in the ever-changing landscape of the financial market.

Markets Group is a finance institution located at 44 East 32nd Street in New York, New York, United States. They specialize in providing expert financial services and solutions to a wide range of clients. With a team of experienced professionals, Markets Group is dedicated to helping individuals and businesses navigate the complex world of finance and investments. Their comprehensive approach and personalized strategies ensure that each client receives tailored advice and support to help them achieve their financial goals. Whether you are looking to grow your wealth, manage your investments, or plan for the future, Markets Group is here to help you every step of the way.

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.

Fortitude Investment Group is a finance institution located at 417 East Main Street, Port Jefferson, New York, United States. They believe in helping clients achieve their personal, professional, and financial goals by providing comprehensive financial planning services. Their team is committed to earning client relationships every day by investing time and expertise selflessly. They offer services in financial planning to address every phase of a client's financial life. Potential clients are invited to spend an hour discussing their financial goals with an investment professional. The institution values transparency and encourages clients to check the background of their investment professionals on FINRA's BrokerCheck. They provide educational information on investments, but advise clients to consult with a professional regarding their individual circumstances. Securities are offered through Concorde Investment Services, LLC, and advisory services through Concorde Asset Management, LLC. Fortitude Investment Group is independent of CIS, CAM, and CIA. Investors are advised to carefully consider the risks and charges of variable annuities before investing. The institution emphasizes that investment returns and principal value are not guaranteed, and product guarantees are based on the claims-paying ability of the issuing company.

Obsidian Financial Consultants Inc. is a leading financial institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York. With a team of experienced and knowledgeable financial experts, we offer a wide range of services including investment planning, retirement planning, tax planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you make the most of your finances.

Merrill Lynch Financial Advisor Elliot R Skriloff is a Senior Vice President and Portfolio Manager located at 360 Hamilton Avenue in White Plains, New York. With over 27 years of experience in the financial services industry, Elliot specializes in providing personalized financial advice, investment management strategies, retirement planning, wealth transfer, estate planning services, education planning, and financial risk management. His client base includes affluent individuals, families, corporate executives, business owners, non-profit organizations, and households with special needs family members. Elliot follows a defined process with each client, focusing on understanding their specific situations to establish objectives, develop appropriate strategies, recommend solutions, and track progress towards reaching their goals. He holds the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations, utilizing his advanced skill set to provide specialized investment services to sophisticated investors.

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.

M2O Private Fund Advisors LLC is a finance institution located at 1 North Lexington Avenue in White Plains, New York, United States. Specializing in private fund advising, M2O offers expert financial guidance and investment strategies tailored to each client's unique needs and goals. With a team of experienced professionals, M2O Private Fund Advisors LLC is dedicated to helping individuals and businesses achieve financial success and security.

B. Riley Wealth Tax Services in Lake Ronkonkoma, NY, located at 500 Portion Road, offers expert accounting and finance services to individuals and businesses. Our tax professionals are well-versed in the latest tax laws and can help you minimize tax liabilities for the 2023 tax year and beyond. We provide comprehensive financial strategies to help you keep more of what you earn and grow your net worth over time. Our team can assist with tax returns, tax management plans, and wealth management playbooks tailored to your specific needs. With qualified designations and expertise in federal and state tax laws, our professionals are dedicated to helping you navigate tax season with ease. Contact us at (631) 913-9000 to schedule a consultation and let us help you achieve your financial goals.

Bourne Lent Asset Management is a finance institution located at 3 Memorial Avenue in Pawling, New York, United States. Specializing in portfolio management for individual investors and small institutions, we are a fee-only investment advisor dedicated to putting our clients' interests first. Our research-driven approach ensures personalized, comprehensive, and ethical services, with client assets securely held by third-party custodians. We focus solely on securities listed on major stock exchanges, prioritizing transparency and aligning our clients' objectives with sound investment practices.

Interactive Data, located at 100 William Street in New York, offers end-to-end fixed income solutions to help financial markets participants manage risk, uncover opportunities, and make informed decisions in real-time. With a focus on price transparency, efficient execution, and performance analysis, Interactive Data helps clients navigate rapidly shifting paradigms across geopolitics, climate, markets, and workforce. In today's financial ecosystem, where private wealth is undergoing a generational shift and global markets are filled with uncertainty, Interactive Data provides comprehensive information and expertise to help clients excel in various market scenarios. By offering data and insights to identify potential opportunities across all asset classes, risk management tools, and access to experts, Interactive Data empowers clients to navigate uncertain markets with confidence.

MIO Partners is a prestigious finance institution located at 630 5th Avenue in New York, New York, United States. With a strong reputation for excellence in the financial industry, MIO Partners offers a wide range of services to clients, including investment management, advisory services, and risk management. Their team of experienced professionals is dedicated to providing innovative solutions and personalized strategies to help clients achieve their financial goals. Whether you are an individual investor or a large corporation, MIO Partners is committed to delivering exceptional service and results.

AAA Property Tax Appeal, LLC is a professional institution specializing in property tax appeal services. Located at 245 Saw Mill River Road in Hawthorne, New York, this firm offers expert advice and representation in matters related to accounting, finance, and legal issues. With a team of experienced professionals, AAA Property Tax Appeal, LLC is dedicated to helping clients navigate the complex world of property tax assessments and appeals. Whether you are a homeowner, business owner, or investor, this institution is committed to providing personalized and effective solutions to help you save money on your property taxes.

AG Tax is a reputable accounting and finance institution located at 1 Croton Point Avenue in Croton-on-Hudson, New York. With a team of experienced professionals, AG Tax provides a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Whether you are an individual or a business owner, AG Tax is dedicated to helping you navigate the complexities of the financial world and achieve your financial goals. Trust AG Tax for all your accounting and finance needs in the United States.

Richard O'Donnell Tax Consultants, located at 18 Wiltshire Street in Bronxville, New York, is a reputable institution specializing in accounting and finance services. With a strong commitment to giving back to the community, they grant a yearly wish to a critically ill child in the Hudson Valley region. Led by Richard O'Donnell, a seasoned professional with 28 years of public service as a tax assessor, the team at Richard O'Donnell Tax Consultants has a deep understanding of the property assessment process. Partner Mike Cullen brings expertise in various technologies to streamline operations and ensure efficiency.

Tax Plus Services is a renowned accounting and finance institution located at 891 Mile Square Road in Yonkers, New York, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses with their tax preparation, financial planning, and accounting needs. Our goal is to provide personalized and reliable services to ensure our clients achieve their financial goals. Whether you need help with tax filing, bookkeeping, or investment strategies, Tax Plus Services is here to help you navigate the complex world of finance with ease.

Caputo & Associates CPAS is an accounting and finance institution located at 538 Westchester Avenue in Rye Brook, New York, United States. We are committed to providing timely, responsive, professional, and quality services to our clients at reasonable fees. Our personalized approach to client service has fueled our growth through client referrals. Our team of experts offers close, personal, and professional attention to each client, ensuring high standards of service and specialized expertise. Clients rely on us for competent advice, fast and accurate personnel, and total financial services for individuals, businesses, trusts, estates, and other entities. As a trusted advisor, our goal is to provide insightful advice to help clients make informed financial decisions. Caputo & Associates is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants, and has passed our peer review process. Contact us at (914) 937-0880 or visit us at our office in Rye Brook.

Leopin and Son Tax Service is a reputable accounting and finance institution located at 150 Main Street in Kings Park, New York, United States. With years of experience in the industry, our team of professional accountants and financial experts are dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our knowledgeable staff is here to help you navigate through complex financial matters with ease. Trust Leopin and Son Tax Service to handle all of your accounting and finance needs with precision and care.

PMI Gold Coast Properties is a well-known real estate and travel agency located at 409 Lake Avenue in Saint James, New York. With a prime location in the prestigious Gold Coast region, this institution offers top-notch services for buying, selling, and renting properties in the area. Additionally, their travel agency services provide personalized and luxury travel experiences for clients looking to explore the beautiful Gold Coast region and beyond. Trust PMI Gold Coast Properties for all your real estate and travel needs in this upscale area of the United States.

Tyme Property Management is a real estate company located at 141-07 20th Avenue in New York, United States. We specialize in providing exceptional spaces for our clients and partners. Our property management services are comprehensive and include rent invoicing and collection, expense payment, insurance procurement, tenant requests, repair and maintenance, lease management, emergency repair assistance, accounting statement preparation, furnishing procurement, legal services, property inspections, equipment monitoring, and regulatory compliance. We understand that each property is unique, which is why we offer customizable property management services to meet your specific needs. Our team will work with you to create a personalized management plan that addresses your property's requirements, ensuring that you receive the exact services you need to achieve your goals. Trust Tyme Property Management to exceed your expectations and provide top-notch service for your property.

Turn Key Real Estate is a premier finance and real estate agency located at 3 Grace Avenue, Great Neck, New York. With over 40 years of experience, our team of professional agents is dedicated to assisting sellers, investors, purchasers, and renters in achieving their real estate goals. We pride ourselves on our superior listening skills and ability to understand the specific needs and wants of our clients. Whether you are looking to buy, sell, or rent a home, condo, coop, commercial property, or office space in Great Neck or the surrounding areas, Turn Key Real Estate is here to guide you through the process with transparency, fairness, and expertise. We offer a personalized approach to real estate, ensuring that you find that special place to call home. Contact us today and let us help you navigate the complexities of the real estate market in New York.

Double C Realty is a premier real estate agency located at 1075 Yonkers Avenue in Yonkers, New York. Our dedicated team is committed to providing you with the best results and service in the industry. We take the time to listen to your real estate goals and work tirelessly to create solutions that are tailored to your needs. Whether you are a first-time homebuyer or a seasoned investor, our expertise, proven track record, and resources will help you achieve your real estate goals. With our extensive knowledge of the Yonkers, Lower Westchester, and Bronx, NY areas, we can help you find the perfect home or the right buyer for your property.

Cherico Real Estate is a premier real estate agency located at 2218 Esplanade in New York, United States. Specializing in buying, selling, and renting properties, Cherico Real Estate is dedicated to providing top-notch service to clients looking to navigate the competitive real estate market. With a team of experienced and knowledgeable agents, Cherico Real Estate is committed to helping clients find their dream home or investment property. Whether you are a first-time buyer or a seasoned investor, Cherico Real Estate is here to guide you every step of the way. Contact us today to start your real estate journey with Cherico Real Estate.

Davies & Associates Immigration Attorneys is a global, immigration-focused law firm located at 1 World Trade Center, New York, United States. Specializing in Immigration Law, Business Law, and Immigration Attorney services, our team of experienced lawyers provides global mobility solutions to businesses, investors, and individuals. We can assist with immigration matters, business incorporation in the US, tax advice, Italian residency and citizenship, post-Brexit opportunities in the UK, and more. Our firm has a proven track record of successful visa applications and citizenship by investment programs, including EB5 visas, E2 visas, E1 visas, L1 visas, and more. With a global network of immigration lawyers, corporate lawyers, and tax lawyers, we offer tailored solutions to meet the unique needs of our clients.

Chatti Law, located at 100 Duffy Avenue in Hicksville, New York, is a law firm specializing in Immigration and Business Law. Founded by attorney Yousra Chatti, an immigrant herself, the firm offers services for family-based visas, humanitarian, employment, and investor visas for clients around the world. Book a consultation for 15, 30, or 60 minutes to discuss your legal needs and achieve your American dream. Chatti Law uses a client portal-based system for easy access to your case from the comfort of your home. Communication is key at Chatti Law, with quick and secure responses to keep clients informed every step of the way. Don't wait to plan your next steps - let Chatti Law help you navigate the legal process.

Karl Dowden Law is a reputable law firm located in White Plains, New York, specializing in various areas of law such as personal injury, criminal defense, and family law. With a team of experienced and dedicated lawyers, Karl Dowden Law provides high-quality legal services to clients in need of professional representation. Whether you are facing a legal dispute or need assistance with a legal matter, Karl Dowden Law is committed to providing personalized and effective solutions to meet your needs. Contact us today at 445 Hamilton Avenue to schedule a consultation with one of our skilled attorneys.