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TOP 30 Risk management in Fulton, NY
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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 474 Fulton Street in New York, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The branch is dedicated to supporting the economic, social, and cultural life of the communities it serves through volunteerism and charitable outreach. With a team of experienced advisors, Merrill Lynch Wealth Management provides financial strategies tailored to meet the unique goals and needs of each client. These strategies go beyond wealth planning advice to include retirement income planning, guidance on concentrated stock positions, and access to estate planning services.
Northeast Risk Management Group Inc
Northeast Risk Management Group Inc is a finance institution located at 640 Fulton Street, Farmingdale, New York, United States. We are a purpose-driven company dedicated to advancing your financial health so you can confidently pursue your goals. Our mission is to drive positive financial outcomes in your life, not just investment returns. We believe in enabling you to focus your energy on something greater than money. Our founder, David Fehrity, draws inspiration from his experience playing Division I golf in college, where he learned the values of time, dedication, and hard work. With two decades of experience, we continue the tradition of serving our community with honesty, integrity, and compassion through comprehensive financial planning. It is our pleasure to assist you and your family on your financial journey.
WITH - KEHN, LLC
WITH - KEHN, LLC is a reputable accounting and finance institution located at 406 Fulton Street in Troy, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry. Whether you are a small business owner or an individual looking for financial guidance, WITH - KEHN, LLC is dedicated to helping you achieve your financial goals.
Rodney Shannon - State Farm Insurance Agent
Rodney Shannon - State Farm Insurance Agent is a trusted insurance agency located at 1320 Fulton Street in New York, United States. As we head back to school and routine in September, it's important to review your insurance needs. Our team is here to help you manage the risks of everyday life, recover from the unexpected, and achieve your dreams. We provide customers with insurance and financial services, including tips on safety for children and parents at bus stops, driving in rural areas, and managing retirement savings. Our mission is to assist you in protecting your assets and planning for the future.
Canale Insurance & Accounting
Canale Insurance & Accounting is a reputable institution located at 871 Oneida Street in Fulton, New York. We specialize in providing top-notch accounting, finance, and insurance services to our clients. Our experienced professionals are dedicated to helping individuals and businesses navigate the complexities of financial management and risk mitigation. Whether you need assistance with tax preparation, financial planning, or finding the right insurance coverage, Canale Insurance & Accounting is here to help. Visit us today to learn more about how we can support your financial goals.
The Carmoon Group Ltd
The Carmoon Group Ltd is a health insurance agency located at 240 Fulton Avenue, Hempstead, New York, United States. With personalized attention and prompt service, they specialize in providing insurance tailored to your industry needs. Clients have praised them for their ability to find the lowest possible cost on policies while ensuring excellent coverage. As a realtor, it is important to have a solid risk management program in place to protect your assets from various risks such as property damage, theft, and liability claims. The Carmoon Group Ltd offers contract bonds to ensure adherence to construction contracts, business insurance to guard against financial loss, and medical malpractice insurance to protect healthcare professionals from claims. With their expertise in insurance and risk management, they provide peace of mind for businesses and individuals alike.
Winthrop Women’s Wellness OB/GYN
Winthrop Women’s Wellness OB/GYN, located at 1 Fulton Avenue in Hempstead, New York, offers top-quality care and expertise in all areas of specialty care. Our radiology experts provide imaging services such as CT and MRI scans, ultrasound, and X-ray throughout the New York City area. You can learn more about our imaging services and schedule an appointment with us. At NYU Langone Women’s Wellness OB/GYN—Long Island, our doctors and nurse practitioners deliver compassionate and personalized gynecologic and obstetric care. We offer pregnancy care, routine gynecologic care, and specialized services to women of all cultural backgrounds. Our bilingual staff, fluent in Spanish, provides on-site interpretation services.
Janet Lake - State Farm Insurance Agent
Janet Lake - State Farm Insurance Agent is a trusted insurance agency located at 501 1/2 South 2nd Street, Fulton, New York, United States. With nearly 50 years of combined experience, our dedicated team is well-equipped to handle all of your insurance needs, whether it be for your home, automobile, or business. What sets us apart is our genuine commitment to the Fulton NY community, providing personalized assistance tailored to your specific requirements. We aim to build strong relationships with our customers to ensure you receive the attention and support you deserve. Our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We invite you to visit our office or give us a call for a quote, as our team is here to listen, address your questions, and help you make informed decisions to protect yourself and your assets. Your satisfaction is our highest priority, and we are dedicated to surpassing your expectations in meeting your insurance needs. Thank you for considering us as your trusted insurance partner in Central New York. Contact us today for a free insurance quote and get coverage you can trust.
Bank of America Private Client Advisor John Adam Alexander
Bank of America Private Client Advisor John Adam Alexander is a Senior Vice President and Private Client Advisor at Bank of America Private Bank, located in Brooklyn, NY. With a focus on advising Business Owners, from tech startups to multi-generational family businesses, John holds the Certified Exit Planning Advisor® and the Chartered SRI Counselor™ designations. He leads a team of specialists in investment management, trust and estate planning, banking and lending, liquidity event planning, legacy and wealth strategy, NextGen, art and philanthropy, and Family Office design. John's three decades of leadership experience in private banking and investment management across the Americas, Europe, and Asia make him well-equipped to provide expert advice tailored to the unique needs of each family. Fluent in Spanish and French, with a working knowledge of Russian, John is also the Executive Director of the Piermont Straus Foundation. At Bank of America Private Bank, clients can expect a personalized approach to managing significant wealth, with a focus on preserving and sharing wealth, building philanthropic legacies, and planning for future growth. The institution values innovation and aims to help clients anticipate and respond to evolving markets and financial landscapes. Please note that by visiting the Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck. Investing involves risk, and it is recommended to consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
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