Risk management in New City, NY
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Long Run Capital Management LLC
● OpenLong Run Capital Management LLC is a finance institution located at 141-I Main Street in Tuckahoe, New York, United States. Specializing in investments in key enabling technologies for climate change mitigation, the institution believes in the importance of sustainable practices for the future. Their motto, "There is no business to be done on a dead planet", reflects their commitment to environmentally responsible investing. Long Run Capital Management LLC is also affiliated with Longrun Capital AB in Stockholm, Sweden, further expanding their reach in the field of finance and sustainability.
141-I Main St, Tuckahoe, NY 10707, United States -
Bhashyam Wealth Management Associates - Ameriprise Financial Services, LLC
● ClosedBhashyam Wealth Management Associates - Ameriprise Financial Services, LLC is a trusted finance institution located at 399 Knollwood Road, White Plains, New York, United States. They have been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. The team at Ameriprise Financial focuses on understanding your goals, whether it be retirement planning, education savings, or making a major purchase. They provide personalized investment recommendations based on your risk tolerance and regularly review and update your financial plan as needed. With access to your investments and accounts from any device, you can track your progress towards your goals securely. The Retirement InteractiveSM tool helps you explore potential challenges to your retirement income. Backed by the Ameriprise Investment Research Group, their advisors stay informed on market conditions to provide you with guidance. Ameriprise financial advisors are registered to do business in certain U.S. states, so be sure to check their personal website or FINRA’s BrokerCheck website for details. Schedule a complimentary initial consultation to discuss your financial goals and start planning for a secure financial future.
399 Knollwood Rd Ste G10, White Plains, NY 10603, United States -
One Oak Capital Management, LLC
● ClosedOne Oak Capital Management, LLC is a finance institution located at 287 Bowman Avenue in Harrison, New York, United States. The team at One Oak applies their market expertise to offer investors unique strategies to achieve absolute return or tax advantaged income objectives. They focus on capturing value opportunities in the investment grade municipal and corporate bond markets, while utilizing a disciplined portfolio risk management framework.
287 Bowman Ave, Purchase, NY 10577, United States -
Safe Harbor Asset Management, Inc.
● ClosedSafe Harbor Asset Management, Inc. is a finance institution located at 167 East Main Street, Huntington, New York, United States. As a “Fee Only” SEC Registered Investment Adviser, the firm takes on the fiduciary responsibility of managing your family’s wealth to protect it from increasing risk and taxes. They offer advisory services on a discretionary and non-discretionary basis. Specializing in investment-grade property alternatives for 1031 Exchanges nationwide, Safe Harbor Asset Management, Inc. provides a wide range of DSTs to their investor clients at a lower cost. Their investment process is guided by Modern Portfolio Theory, using a global strategic Asset Allocation model to construct portfolios around index and enhanced index funds.
167 E Main St, Huntington, NY 11743, United States -
Steven Nadler - RBC Wealth Management Financial Advisor
● ClosedSteven Nadler - RBC Wealth Management Financial Advisor is a reputable financial institution located at 1211 6th Avenue in New York, New York, United States. As a dedicated financial advisor, Steven Nadler provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and offering tailored financial solutions, Steven Nadler - RBC Wealth Management Financial Advisor is committed to providing exceptional service and expertise in the world of finance.
1211 6th Ave Suite 3300, New York, NY 10036, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management is a prestigious finance institution located at 40 Park Court in New York, United States. With a legacy of excellence in financial services, Merrill Lynch offers top-tier wealth management solutions to help clients achieve their financial goals. From investment advice to retirement planning, the institution's team of experienced professionals provides personalized guidance and expertise to individuals and businesses alike. Trust Merrill Lynch Wealth Management to navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.
40 Park Ct, Staten Island, NY 10301, United States -
Elite Wealth Managers
● OpenElite Wealth Managers is a prestigious finance institution located at 1274 83rd Street in New York, United States. Our team of experienced financial experts is dedicated to providing top-notch wealth management services to our clients. We offer personalized investment strategies, financial planning, and risk management solutions to help our clients achieve their financial goals. At Elite Wealth Managers, we prioritize building long-term relationships with our clients based on trust, integrity, and excellence in service. Contact us today to see how we can help you secure your financial future.
1274 83rd St, Brooklyn, NY 11228, United States -
George Gero - RBC Wealth Management Financial Advisor
● ClosedGeorge Gero - RBC Wealth Management Financial Advisor is a prestigious finance institution located in the heart of New York City. With a prime address at 1211 6th Avenue, this institution offers expert financial advice and wealth management services to clients. Led by George Gero, a seasoned financial advisor, the team at RBC Wealth Management is dedicated to helping individuals and businesses achieve their financial goals. With a strong reputation for excellence and a commitment to personalized service, George Gero - RBC Wealth Management Financial Advisor is a trusted partner for all your financial needs.
1211 6th Ave Suite 3300, New York, NY 10036, United States -
Brave Eagle Wealth Management, LLC
● ClosedBrave Eagle Wealth Management, LLC is a finance institution located at 48 Wall Street in New York, United States. Specializing in retirement solutions for FDNY retirees, we offer Completion Portfolios that aim to diversify risk away from the pension. Our investment advisory services are provided by our team of experts who are dedicated to helping clients achieve their financial goals. Please note that all content provided is for informational purposes only and should not be considered as a solicitation for advisory services. We prioritize suitability for our clients by conducting a thorough review of their objectives, risk tolerance, and time horizons. Investing always carries risks, and potential loss of capital should be considered. Contact Brave Eagle Wealth Management, LLC for personalized financial guidance at our New York office.
48 Wall St #1100, New York, NY 10005, United States -
Citi Personal Wealth Management
● OpenCiti Personal Wealth Management is a finance institution located at 18 East Main Street in Smithtown, New York, United States. Our dedicated team of financial experts provides personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help you every step of the way. Trust Citi Personal Wealth Management to provide you with the guidance and expertise you need to secure your financial future.
18 E Main St, Smithtown, NY 11787, United States -
Blackrock Financial Management
● OpenBlackrock Financial Management, located at 345 Park Avenue in New York, is a finance institution that offers a wide range of services for both public and private sector institutions. Established during the financial crisis in 2008, BlackRock's Financial Markets Advisory (FMA) provides dedicated support to governments, central banks, and financial institutions worldwide. FMA leverages BlackRock's data and risk analytics, technology, and financial modeling capabilities while maintaining strict information barriers to manage potential conflicts of interest. The institution's team is ready to help clients meet their financial needs, offering expertise in forecasting, research, and investment strategies. Please note that the opinions expressed in this material are subject to change without notice, and past performance is not indicative of future results. This material is intended for institutional, financial professional, and permitted client use only.
345 Park Ave, New York, NY 10154, United States -
Target Rock Wealth Management
● ClosedTarget Rock Wealth Management is a finance institution located at 445 Park Avenue, New York, New York, United States. As a fee-only fiduciary advisor with two experienced advisors, we are dedicated to helping our clients create a path to financial freedom that aligns with their goals and values. Specializing in tax-efficient investment management, we offer clear and actionable advice for families and individuals looking to maximize their financial wealth. Whether you are planning for retirement, saving for your children's education, or seeking to make a positive impact with your investments, we are here to help you achieve your goals. Target Rock Wealth Management LLC is a registered investment advisor offering services in New York and other jurisdictions where exempted. Please note that all information provided on this website is for informational purposes only, and any investment decisions should be discussed with a qualified advisor before implementation.
445 Park Ave floor 9, New York, NY 10022, United States -
Donna Dougan - TD Wealth Relationship Manager
● ClosedDonna Dougan - TD Wealth Relationship Manager is a finance institution located at 482-484 Bergen Street in New York, United States. As a trusted financial advisor, Donna Dougan specializes in helping individuals and businesses achieve their financial goals through personalized wealth management strategies. With a strong background in finance and a commitment to providing exceptional service, Donna Dougan is dedicated to building long-lasting relationships with her clients and helping them navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Donna Dougan - TD Wealth Relationship Manager is here to help you every step of the way.
482-484 Bergen St, Brooklyn, NY 11217, United States -
SeaCrest Wealth Management, LLC
● ClosedSeaCrest Wealth Management, LLC is a leading finance institution located at 170 Broadway in the bustling city of New York, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their futures. With a focus on personalized solutions and tailored strategies, we strive to provide top-notch financial advice and guidance to individuals and businesses alike. Trust SeaCrest Wealth Management, LLC to navigate the complexities of the financial world and help you build a solid foundation for long-term success.
170 Broadway, Brooklyn, NY 11211, United States -
Merrill Lynch Wealth Management Advisor Azaad Mohamed
● ClosedMerrill Lynch Wealth Management Advisor Azaad Mohamed is a finance institution located at 36-35 Bell Boulevard, New York, United States. With over 15,000 Merrill Lynch Financial Advisors across all 50 states, the District of Columbia, and several US territories, clients are guided towards achieving their desired lifestyles. Specializing in asset allocation, diversification, and rebalancing, Merrill Lynch helps clients navigate the complexities of investing. It is important to note that investing involves risks, and consultation with legal and tax advisors is recommended before making financial decisions. Services offered include brokerage, investment advisory, and financial planning. Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser, is a wholly owned subsidiary of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank. Banking products are offered by Bank of America, N.A. and affiliated banks. Merrill Lynch is committed to providing clients with information about products and services that may be beneficial to them. It is important to note that leaving the Bank of America website may redirect you to FINRA's BrokerCheck. Please refer to the institution's terms and privacy policies for more information.
36-35 Bell Blvd, Bayside, NY 11361, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 100 Jericho Turnpike in Floral Park, New York, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed on market trends and global economy with timely insights. Choose from three different ways to connect with us based on your unique financial journey. Receive the latest insights on inflation, interest rates, volatility, and investments from the Chief Investment Office. Take a quick quiz to get actionable next steps for your long-term goals. Keep in mind that investing involves risk and it's important to consult with legal and tax advisors before making financial decisions. Merrill offers brokerage, investment advisory, and other services to help you achieve your financial goals. Trust, fiduciary, and investment management services are also available through Bank of America. Banking products are provided by Bank of America, N.A. and affiliated banks. Return to Merrill for more information or close the window after you leave.
100 Jericho Turnpike, Floral Park, NY 10038, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 1325 Franklin Avenue in Garden City, New York, is a leading finance institution dedicated to helping clients align their investments with their personal values and financial goals. The experienced advisors at this branch offer a wide range of wealth management services, including retirement income planning, guidance on stock positions, and access to estate planning services. Through volunteerism and charitable outreach, the branch actively supports the local community and nonprofit organizations. Clients of Merrill Lynch have access to industry-skilled advisors, a disciplined wealth planning platform, and the technological resources of a global financial services firm to help them pursue their financial and life goals.
1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States -
Phoenix Asset Management
● ClosedPhoenix Asset Management is a reputable finance and real estate agency located at 1205 Franklin Avenue in Garden City, New York. With a team of experienced professionals, we provide expert advice and services in managing assets and real estate investments. Our institution is dedicated to helping clients achieve their financial goals through strategic planning and personalized solutions. Whether you are looking to grow your wealth or invest in properties, Phoenix Asset Management is here to guide you every step of the way.
1205 Franklin Ave #110, Garden City, NY 11530, United States -
Hilton Capital Management
● ClosedHilton Capital Management, located at 1010 Franklin Avenue in Garden City, New York, is a finance institution offering a variety of investment strategies. Their competitive total return strategy focuses on a balanced portfolio of income-generating securities with reduced risk. They also offer a lower beta, all-equity strategy centered on large- and mid-cap dividend-paying equities and a primarily value-themed small- and mid-cap equity strategy. The institution also provides a passive ETF strategy mirroring the Tactical Income strategy, with fewer positions and a lower initial minimum investment. Hilton Capital Management serves a diverse client base including corporate and public pensions, endowments, foundations, financial advisors, mutual funds, family offices, wealth managers, and individuals nationwide.
1010 Franklin Ave #300a, Garden City, NY 11530, United States -
Michael J. Meehan - RBC Wealth Management Branch Director
● ClosedMichael J. Meehan - RBC Wealth Management Branch Director is a reputable finance institution located at 1 Jericho Plaza in Jericho, New York, United States. As the branch director, Michael J. Meehan oversees a team of experienced financial advisors who provide personalized investment and wealth management services to clients. With a focus on building long-term relationships and delivering exceptional financial guidance, this institution is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or growing your wealth, Michael J. Meehan - RBC Wealth Management Branch Director is committed to providing expert advice and tailored solutions to meet your unique needs.
1 Jericho Plaza Suite 202, Jericho, NY 11753, United States -
Dynamis Capital Management LLC
● OpenDynamis Capital Management LLC is a finance institution located in Mineola, New York, United States. Specializing in investment management, Dynamis Capital Management LLC offers a range of financial services to help clients achieve their investment goals. With a team of experienced professionals, the institution provides personalized investment strategies tailored to each client's unique financial situation. Whether you are looking to grow your wealth, plan for retirement, or manage risk, Dynamis Capital Management LLC is dedicated to helping you navigate the complex world of finance with confidence.
22 Jericho Turnpike #100e, Mineola, NY 11501, United States -
SoundView Wealth Management - Morgan Stanley
● OpenSoundView Wealth Management - Morgan Stanley is a renowned finance institution located at Two Jericho Plaza in Jericho, New York, United States. As a part of the Morgan Stanley family, SoundView Wealth Management offers a wide range of financial services to help individuals and businesses manage their wealth effectively. With a team of experienced professionals and a commitment to excellence, clients can trust SoundView Wealth Management to provide expert advice and personalized solutions to meet their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, SoundView Wealth Management is dedicated to helping you secure a sound financial future.
Two Jericho Plaza, Jericho, NY 11753, United States -
John Trotta - TD Wealth Relationship Manager
● ClosedJohn Trotta - TD Wealth Relationship Manager is a finance institution located at 1200 Wantagh Avenue in Wantagh, New York, United States. As a trusted professional in the finance industry, John Trotta specializes in building strong relationships with clients to help them achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, John Trotta provides personalized services to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, John Trotta is dedicated to helping you succeed. Contact John Trotta - TD Wealth Relationship Manager today to start your journey towards financial security and success.
1200 Wantagh Ave, Wantagh, NY 11793, United States -
Stanislav Nedzhetskiy - TIAA Wealth Management Advisor
● ClosedStanislav Nedzhetskiy - TIAA Wealth Management Advisor is a finance institution located at 58 South Service Road in Melville, New York, United States. As a trusted advisor, Stanislav Nedzhetskiy provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and risk management, Stanislav Nedzhetskiy offers expert guidance and tailored solutions to help clients build and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Stanislav Nedzhetskiy can help you navigate the complex world of finance with confidence.
58 S Service Rd Suite 305, Melville, NY 11747, United States -
Caufield Wealth Management Group - UBS Financial Services Inc.
● OpenCaufield Wealth Management Group - UBS Financial Services Inc. is a renowned financial institution located at 58 South Service Road in Melville, New York, United States. As a leading wealth management group, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Caufield Wealth Management Group provides personalized investment strategies, retirement planning, estate planning, and more. Trustworthy and reliable, they are committed to helping their clients secure their financial future.
58 S Service Rd Suite 310, Melville, NY 11747, United States -
Kristi A Rossy - Associate Manager, Ameriprise Financial Services, LLC
● ClosedKristi A Rossy is the Associate Manager at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. As a finance institution, Kristi provides investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can schedule complimentary initial consultations to discuss retirement planning, education savings, major purchases, and more. Regular meetings are held to review progress, update strategies, and track goal achievement. Clients have secure access to their investments and accounts from any device. Kristi Rossy is registered with FINRA and can conduct securities business in specific states. Ameriprise Financial Services, LLC offers a range of investment products and services, with a focus on helping clients build a confident financial future. Privacy and security are a top priority, and clients can refer friends and family members to receive personalized financial guidance from Kristi.
200 Broadhollow Rd #302, Melville, NY 11747, United States -
Bostwick Wealth Management - Ameriprise Financial Services, LLC
● ClosedBostwick Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 515 Broadhollow Road, Melville, New York, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients receive regular progress reviews, updates to their financial approach, and secure access to their investments and accounts from any device. The institution provides a complimentary initial consultation to discuss financial goals and offers insights into the current market trends. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations for client privacy and security. Clients can expect personalized financial planning concepts and ongoing support to help them achieve their financial goals.
515 Broadhollow Rd Ste 800, Melville, NY 11747, United States -
Investment Insight Wealth Management, LLC
● ClosedInvestment Insight Wealth Management, LLC is a reputable finance institution located at 36 West Drive in Massapequa, New York, United States. Our dedicated team of financial experts provides personalized wealth management services to help clients achieve their investment goals. With a focus on insightful analysis and strategic planning, we strive to deliver exceptional results and maximize returns for our clients. Trust Investment Insight Wealth Management, LLC to provide you with the expertise and guidance needed to secure your financial future.
36 West Dr, Massapequa, NY 11758, United States -
Sandra Bennett - TIAA Wealth Management Advisor
● ClosedSandra Bennett - TIAA Wealth Management Advisor is a leading financial institution located at 250 South Clinton Street in Syracuse, New York. As a trusted advisor, Sandra Bennett offers personalized wealth management services to help clients achieve their financial goals. With years of experience and expertise in finance, Sandra Bennett provides comprehensive financial planning, investment strategies, and retirement solutions to individuals and families. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sandra Bennett is dedicated to helping you navigate the complexities of the financial world and secure your financial future. Contact Sandra Bennett - TIAA Wealth Management Advisor today to schedule a consultation and start building a solid financial plan tailored to your needs.
250 S Clinton St Suite 310, Syracuse, NY 13202, United States -
Chris Seefeldt - RBC Wealth Management Financial Advisor
● OpenChris Seefeldt is a dedicated financial advisor at RBC Wealth Management located at 6225 Sheridan Drive in Williamsville, New York. With a wealth of experience in the finance industry, Chris provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Chris Seefeldt is committed to providing expert guidance and exceptional service. Contact Chris Seefeldt at RBC Wealth Management today to start building a secure financial future.
6225 Sheridan Dr Suite 318, Williamsville, NY 14221, United States
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