Risk based investment in New York

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.

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.

Metropolitan Risk Advisory is a leading insurance agency located at 1 Bridge Street in Irvington, New York. Our team of experienced professionals is dedicated to providing personalized risk management solutions for individuals and businesses alike. With a focus on customer service and comprehensive coverage options, we strive to protect our clients from life's uncertainties. Contact us today to learn more about how Metropolitan Risk Advisory can help safeguard your future.

Kevin Wenke CFP is a financial planner and investment advisor located at 237 Delaware Avenue in Olean, New York. If you find yourself wishing for more financial flexibility or are unsure about your current financial situation, Kevin Wenke can help guide you towards success. With over 20 years of experience, Kevin offers powerful investment strategies that prioritize your financial goals and provide consistent returns. By leveraging innovative financial strategies, Kevin aims to help you achieve financial freedom and build wealth in a way that traditional investing may not offer. Through his Financial Freedom Process™, Kevin integrates all aspects of your financial life to create a coordinated and efficient plan. Trust Kevin Wenke to provide you with the guidance and expertise needed to navigate the complex world of finance and investments.

Rochester Investments is a reputable finance institution located at 1580 West Ridge Road in Rochester, New York. With a strong track record of success, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Rochester Investments offers a wide range of services to meet your needs. Trust us to provide personalized solutions and expert guidance to help you navigate the complex world of finance. Visit us today to discover how we can help you secure your financial future.

J C Miano Investment Advisory is a reputable finance institution located at 258 Genesee Street in Utica, New York, United States. With a team of experienced professionals, we offer expert investment advice and guidance to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our personalized approach ensures that each client receives tailored solutions to meet their unique needs. Trust J C Miano Investment Advisory to provide you with the expertise and support you need to navigate the complexities of the financial market.

Sterling Investment Counsel, LLC is a finance institution located at 360 Delaware Avenue in Buffalo, New York. As an independent, SEC Registered Investment Adviser, we specialize in providing comprehensive investment management services. Our team of professionals has over 90 years of combined experience and is dedicated to helping clients create and maintain custom portfolios that align with their investment goals. We prioritize strategic asset allocation to manage risk through proper diversification among various asset classes. Our ultimate objective is to build and preserve wealth for the long term, utilizing our expertise, thorough research, and meticulous attention to detail. We strive to ensure that each client's portfolio is properly diversified and managed based on their individual risk tolerance. Please note that diversification does not guarantee enhanced returns or protection against market risk.

Welcome to Foley, Greene & Day Investments & Tax Services, your trusted partner in financial success. Conveniently located at 8160 Brewerton Road in Cicero, New York, we are committed to serving the local community with excellence and integrity. At Foley, Greene & Day, we specialize in providing comprehensive financial solutions tailored to meet your unique needs. Whether you are seeking expert investment advice, tax planning, or wealth management services, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on delivering personalized strategies that help you achieve your financial goals and secure your future.

Knickerbocker Advisors Inc is a finance institution based in Pine Plains, New York, United States. We specialize in providing expert financial advice and management services to individuals, families, and businesses. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to invest for retirement, plan for your children's education, or grow your wealth, Knickerbocker Advisors Inc is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

Infiniti Wealth Management is a finance institution located at 3 Starr Ridge Road in Brewster, New York, United States. Our main goal is to help our clients grow and preserve their wealth through personalized investment management and retirement planning services. We also specialize in assisting clients with special circumstances, such as navigating the aftermath of a divorce or the loss of a spouse. Unlike many financial advisors who are tied to specific investment firms, we are an independent, fee-only financial advisory firm. This means that we do not sell specific financial products or receive commissions, bonuses, or incentives. Our independence ensures that our clients receive unbiased advice without any conflicts of interest. We are solely dedicated to the success of our clients and only succeed when they do.

Settanni Financial is a reputable accounting and finance institution located at 6 Sutton Place in Katonah, New York, United States. With a team of experienced professionals, Settanni Financial offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, investment planning, or bookkeeping, Settanni Financial is dedicated to providing personalized and efficient solutions to meet your financial needs. Trust Settanni Financial to help you navigate the complexities of the financial world and achieve your financial goals.

Copper Beech Wealth Management Group of Raymond James is a reputable finance institution located at 341 U.S. 202 in New York, United States. Specializing in wealth management services, their team of experienced financial advisors provide personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Copper Beech Wealth Management Group is dedicated to helping individuals and families navigate the complexities of the financial markets and secure their financial future.

Mountain View Strategic Wealth, LLC is a finance institution located at 200 North Drive in Hopewell Junction, New York, United States. Our team of experienced professionals is dedicated to providing strategic wealth management services to help our clients achieve their financial goals. We offer personalized investment strategies, retirement planning, and financial advisory services to individuals, families, and businesses. At Mountain View Strategic Wealth, LLC, we prioritize building long-lasting relationships with our clients based on trust, integrity, and expertise. Contact us today to learn more about how we can help you secure your financial future.

Merrill Edge is a finance institution located at 35 South Moger Avenue in Mount Kisco, New York, United States. At Merrill, we have a team of experienced Financial Solutions Advisors ready to provide personalized advice and guidance to help you achieve your financial goals. Whether you're looking to invest, plan for the future, or secure your assets, our advisors are here to assist you every step of the way. You can search for a specific advisor by name or look for our parent company, Merrill Lynch. Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website, which is subject to separate terms and privacy policies. We strive to provide you with information about products and services that may be of interest to you, and our investment options involve risks, including the potential loss of money. Our returns are based on the NAV or market price, and include fees and applicable loads. Additional information on our services and fees can be found in our Client Relationship Summary. Banking products are provided by Bank of America, N.A. and our insurance services are offered through Merrill Lynch Life Agency Inc. Contact us today to learn more about how Merrill Edge can help you turn your ambitions into action.

Altium Wealth Management, LLC is a finance institution located at 2500 Westchester Avenue in Harrison, New York, United States. At Altium, we believe in a higher sense of purpose when it comes to wealth management. Our goal is to empower our clients to create the life they envision for themselves, their families, and their communities. We challenge old industry models to provide a new era in family wealth services, where our client's purpose drives everything we do. If you are ready for your wealth to serve your purpose and live a life without compromise, we are here to help. Contact us at our offices in Purchase, NY or Madison, CT to learn more about how we can assist you. Altium Wealth Management, LLC is a SEC registered investment adviser dedicated to providing top-notch service to our clients.

The Silverman Group - Raymond James is a finance institution located at 20 Maple Avenue in Armonk, New York. Our dedicated team of financial experts provides comprehensive wealth management services to help clients achieve their financial goals. With a focus on personalized service and strategic investment planning, we strive to build long-lasting relationships with our clients based on trust and integrity. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Silverman Group - Raymond James is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can assist you in securing your financial future.

Merrill Lynch Financial Advisor Jeffrey W. Chin, located at 360 Hamilton Avenue in White Plains, New York, offers personalized wealth management services to wealthy families and business owners. With 23 years of experience in the financial services industry, Jeffrey holds the designations of Chartered Financial Analyst and Certified Plan Fiduciary Advisor. His team takes a comprehensive approach to managing wealth, starting with understanding the client's financial situation, family, and goals. They offer customized wealth management solutions that can adapt to changing market conditions. By leveraging the investment insights of Merrill and the banking convenience of Bank of America, Jeffrey and his team help clients address various aspects of their financial lives. Their mission is to deliver excellent service and assist clients in pursuing their financial goals. With Merrill Personal Wealth Analysis™, they can build and document personalized plans centered on the client's goals. The team is committed to building strong client relationships based on trust and personalized service, helping clients achieve what matters most to them.

The SKG Team at Barnum Financial Group is a finance institution located at 565 Taxter Road in Elmsford, New York, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning and investment services to help our clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, we strive to build long-lasting relationships with our clients based on trust and integrity. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, The SKG Team is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

Gayle Lob Financial Strategies is a reputable finance institution located at 2900 Westchester Avenue West in Harrison, New York, United States. With a focus on providing personalized financial strategies, they offer a range of services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or manage your assets, the experienced team at Gayle Lob Financial Strategies is dedicated to providing expert guidance and support. Trustworthy and reliable, they are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

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.

Stonebrook Wealth Management, located at 3010 Westchester Avenue in Harrison, New York, provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations. As an independent wealth management firm utilizing LPL Financial as its custodian, Stonebrook offers personalized advice and guidance tailored to each client's specific needs. With offices in New York and South Florida, the team at Stonebrook is dedicated to helping clients build a strong retirement income stream and achieve financial independence. With access to a wide array of products and services, Stonebrook strives to simplify its clients' financial lives and provide them with confidence on their journey to financial security. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, with representatives available to assist residents in New York, New Jersey, Connecticut, Florida, Rhode Island, Illinois, North Carolina, and Hawaii.

Eastern Planning Inc is a reputable finance institution located at 800 Westchester Avenue in Rye Brook, New York. With a team of experienced financial experts, Eastern Planning Inc offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to build wealth, save for the future, or protect your assets, Eastern Planning Inc can provide personalized solutions to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Protective Wealth Consultants - Ameriprise Financial Services, LLC, located at 7 East Carver Street in Huntington, New York, is a finance institution dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, education, or a major purchase, their team provides personalized investment recommendations based on your individual goals and risk tolerance. They document your goals, regularly review your progress, and adjust your approach as needed to help you track your financial journey. You can access your investments and accounts from any device securely, and schedule a complimentary initial consultation to learn more about how they can assist you. Their financial advisors are registered in certain U.S. states and adhere to strict regulations to ensure your financial security. They offer a range of services, from financial planning concepts to investment strategies, and aim to help you achieve positive financial results.

Sagemark Consulting, located at 6900 West Jericho Turnpike in Syosset, New York, is a division of Lincoln Financial Advisors. Our team of financial professionals is dedicated to building long-lasting relationships with clients, offering a wide range of products and specialized support. We provide personalized solutions and fee-based financial planning services to help individuals and business owners create estate, business succession, retirement, and financial plans. As an independent broker-dealer, we adhere to high standards of conduct and transparency. You can find important information about our services, fees, conflicts of interest, and disciplinary history in our Form CRS - Customer Relationship Summary. We encourage you to use FINRA's free tool to research financial professionals and firms.

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.

Paul Lavelle - Wilmington Advisors @ M&T is a finance institution located at 180 New York 22 in Pawling, New York. With a team of experienced financial advisors, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, their experts are dedicated to providing personalized solutions tailored to your specific needs. Trust Paul Lavelle - Wilmington Advisors @ M&T to help you navigate the complex world of finance and secure a brighter financial future.

Edward Jones - Financial Advisor: Jeremy W Angevine is a finance institution located at 1133 State Route 55 in Lagrangeville, New York, United States. Jeremy W Angevine is a trusted financial advisor who provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jeremy W Angevine is dedicated to helping individuals and families navigate the complexities of the financial world and secure their financial future. Contact Jeremy W Angevine today to schedule a consultation and start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Chelsea T Hanlon is a reputable finance institution located at 2537 New York 52, Hopewell Junction, New York, United States. Chelsea T Hanlon is a dedicated financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Chelsea T Hanlon is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor James M Gaughran is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. James Gaughran can assist in creating a flexible strategy tailored to your unique goals and needs, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, James Gaughran and his team are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, James Gaughran believes in helping clients pursue their financial goals through thoughtful conversations and customized financial approaches. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, James Gaughran can help clients refine their investing preferences and create a plan centered on their aspirations. Through ongoing communication and adjustments to the financial approach, James Gaughran aims to help clients stay on track towards achieving their goals. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, James Gaughran is committed to helping clients navigate the complexities of the financial markets and make informed decisions. With a focus on understanding each client's unique needs and priorities, James Gaughran offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Philip C Kersting is a reputable financial advisor at Ameriprise Financial Services, LLC located in White Plains, New York. With years of experience in the finance industry, Philip provides expert guidance and personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Philip C Kersting is dedicated to providing you with the tools and strategies needed for financial success. Visit the office at 445 Hamilton Avenue to start your journey towards a secure financial future.