TOP 10 Risk management in investments in Syosset, New York

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.

Independent Captive Associates is a finance institution located at 6900 Jericho Turnpike in Syosset, New York, United States. Specializing in creating Captive Insurance Companies, they offer top-notch risk management services to mid-market businesses. With offices in Boca Raton, Florida; North Carolina; Connecticut; and Long Island, New York, their team of independent professionals has over 25 years of experience working with accounting firms and other professionals. They have helped form over 400 captives in 25 different industries, utilizing the best experts in law, accounting, captive management, investment, insurance, and audit services. With a focus on excellence and superior service, Independent Captive Associates ensures that every aspect of risk management is handled with the highest level of expertise.

Jacob B Salomon is a Financial Advisor at Ameriprise Financial Services, LLC located at 6900 Jericho Turnpike, Syosset, New York, United States. Jacob holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Jacob's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Jacob is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Contact Jacob B Salomon for expert financial advice and personalized wealth management solutions.

Xavier Allen is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 6900 Jericho Turnpike in Syosset, New York, United States. Xavier holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Xavier's expertise in asset management, retirement planning, estate planning, investment strategies, and risk management. Additionally, Xavier is trained in behavioral finance, philanthropy, annuities, and special needs planning. With a commitment to ethical practices and continued education, Xavier Allen provides comprehensive financial advice and services to clients, helping them achieve their financial goals and secure their financial future.

Knott Partners LP is a finance institution located at 485 Underhill Boulevard in Syosset, New York, United States. With a focus on providing top-notch financial services and expertise, Knott Partners LP is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Their team of experienced professionals offers personalized advice and solutions to meet the unique needs of each client. Whether you are looking for investment opportunities, financial planning, or wealth management services, Knott Partners LP is committed to delivering exceptional results and exceeding client expectations.