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TOP 30 Risk management in Beacon, NY
6 results found
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Infiniti Wealth Management
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.
Beacon Financial Advisors
Beacon Financial Advisors, located at 800 Westchester Avenue in Rye Brook, New York, is a finance and legal institution specializing in providing independent investment advice. Led by a father-son team, the institution prides itself on integrity, expertise, and personalized service for clients. Unlike traditional financial institutions, Beacon Financial Advisors prioritizes the best interests of its clients over any potential conflicts of interest. With a focus on retirement planning, stock options, and corporate benefits, Beacon Financial Advisors helps executives navigate the complexities of their financial portfolios. Acting as a personal Chief Financial Officer, the institution offers tailored guidance to help clients preserve and grow their wealth.
Antalek & Moore Insurance
Antalek & Moore Insurance is a reputable insurance agency located at 249 Main Street in Beacon, New York. Specializing in both commercial and personal insurance solutions, we cater to customers in the Hudson Valley community, across New York State, and nationwide. Our motto is "Insuring Your Lifestyle While Protecting The Future," reflecting our commitment to providing comprehensive risk-management services. With years of experience in the industry, we understand that insurance can be a daunting topic for many individuals. That's why we strive to offer a straightforward and accommodating approach to help you secure the coverage you need for your life and business. As a local agency, we are deeply rooted in the Hudson Valley community and prioritize building lasting relationships with our clients.
Caitlin McVicker - State Farm Insurance Agent
Caitlin McVicker - State Farm Insurance Agent is a trusted insurance agency located at 1203 North Avenue in Beacon, New York. Owned by Caitlin McVicker, a proud native of the Hudson Valley, the agency opened its doors in April 2021. With a background in marketing and a passion for helping others, Caitlin and her team are dedicated to helping customers manage everyday risks, recover from unexpected events, and achieve their dreams. Services offered include life insurance, annuities, pet insurance, and financial services. The agency also provides valuable resources on topics such as drunk driving prevention, motorcycle safety, and food preparation tips. For personalized assistance with insurance and financial needs, contact Caitlin McVicker - State Farm Insurance Agent today.
Dutchess Health Associates
Dutchess Health Associates is a leading healthcare institution located at 560 New York 52 in Beacon, New York, United States. We are dedicated to providing high-quality healthcare services to individuals and families in the community. Our team of experienced healthcare professionals offers a wide range of medical services to meet the needs of our patients. Whether you are in need of primary care, specialty services, or preventive care, Dutchess Health Associates is here to help you achieve optimal health and wellness. Visit us today to experience compassionate and personalized healthcare in a welcoming environment.
Merrill Lynch Financial Advisor Adam G Wood
Merrill Lynch Financial Advisor Adam G Wood is a finance institution located at 50 New York 111, Smithtown, New York, United States. Adam is an estate planning attorney turned financial advisor, with a background in running a successful law firm for nearly ten years. He specializes in guiding affluent entrepreneurs, business founders, and executives through key financial decisions, leveraging his knowledge and the resources of Merrill and Bank of America. Adam focuses on creating personalized wealth planning strategies to help clients achieve their goals for financial, business, philanthropy, and intergenerational wealth. He is dedicated to removing clients' emotional burdens and helping them follow a mutually agreed-upon strategy. Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor's degree from University of Scranton. He is also actively involved in his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, live in Kings Park, New York, with their two daughters and a son. At Merrill Lynch Wealth Management, the focus is on building and documenting personalized plans centered on clients' goals and priorities. The institution believes in a values-based approach to financial planning and aims to help clients achieve emotional fulfillment and lasting financial stability. By managing clients' decisions around money, rather than just their money, the institution seeks to unlock multiples of value for clients. Adam Wood is registered to do business in several states including CA, CT, FL, MA, NJ, NY, OH, PR, and TN. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.
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