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TOP 30 Nonprofit community investment strategies in New York, NY
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Low Income Investment Fund
The Low Income Investment Fund, located at 521 5th Avenue in New York, New York, is a finance institution dedicated to providing financial resources and support to low-income communities. With a focus on investing in affordable housing, community facilities, and small businesses, the Low Income Investment Fund works to create opportunities for economic growth and development in underserved areas. Through strategic investments and partnerships, the institution aims to improve the quality of life for individuals and families in need.
Merri L. Benjamin, CKA®
Merri L. Benjamin, CKA®, located at 4100 Vestal Road in Vestal, New York, is a finance institution that offers a range of services to help clients achieve their financial goals. Merri has been working in the financial industry since 2010 and joined Faithward Advisors in 2017. She graduated from Daemen College with a degree in Business Administration and has a background in medical and marketing fields. Merri is an active member of her church and enjoys volunteering in the community. In addition to providing financial services, Merri offers group educational opportunities for churches, nonprofit organizations, and small group Bible studies. She addresses questions related to market volatility, tax code changes, charitable giving, and stewardship-centered planning. Merri also introduces clients to Biblically Responsible Investing and dispels common financial misunderstandings.
Merrill Lynch Financial Advisor Richard L Neal
Merrill Lynch Financial Advisor Richard L Neal, located at 205 South Salina Street in Syracuse, New York, provides wealth management and investment advice to individuals and families, as well as consulting and advisory services to nonprofit organizations and institutional clients. Rick Neal, with over 40 years of experience, holds certifications as a Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). He offers personalized investment strategies and portfolio management services, tailored to each client's goals and objectives. With a commitment to community service, Rick has served on various advisory boards and is dedicated to helping clients achieve financial success through a personalized approach. His focus is on understanding each client's unique needs and priorities, and designing a financial plan to help them reach their goals. By staying informed about changes in the market and in their clients' lives, Rick ensures that their financial approach remains aligned with their objectives. Contact Merrill Lynch Financial Advisor Richard L Neal for personalized investment strategies and comprehensive financial solutions.
Bank of America Private Client Advisor Frances Beiro
Bank of America Private Client Advisor Frances Beiro is located at 300 Broadhollow Road in Melville, New York, United States. Frances Beiro is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank. She focuses on developing long-lasting relationships with clients to help them manage their wealth effectively and with care. Frances is committed to acting as a fiduciary, always looking out for the best interests of her clients. She specializes in helping families build lasting legacies and offers a range of services including investments, wealth strategy, trust and estate planning, and banking. Frances also works with nonprofit organizations to help them achieve financial stability and long-term growth. She is dedicated to giving back to the community and is involved in various organizations such as Circulo de la Hispanidad and the Women's Exchange. With a background in finance and a strong network of relationships, Frances is able to provide clients with the resources they need to reach their financial goals.
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