TOP 30 Small business mergers in New York, New York
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John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management located conveniently at 7672 Oswego Road, New York 13090, United States. At our firm, we understand that each client's financial journey is unique, and we are committed to providing personalized financial advice to help you achieve your goals. Our team is equipped with a wide array of certifications and expertise to address diverse financial needs. With the Accredited Asset Management Specialist (AAMS™) certification, we adhere to a code of ethics and apply investment concepts to real-world asset management scenarios, covering topics such as asset allocation, investment strategies, and estate planning. Additionally, our Accredited Domestic Partnership Advisor (ADPA™) designation ensures we are well-versed in wealth transfers, federal taxation, and planning for domestic partners.
James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC, your trusted partner in navigating the complex world of personal finance. Located at 7672 Oswego Road, New York 13090, our firm is dedicated to providing comprehensive financial planning and advisory services tailored to meet the unique needs of each client. At James Frash, we pride ourselves on our extensive knowledge and expertise in the financial industry, underscored by a suite of prestigious certifications and designations. Our commitment to excellence is reflected in the diverse range of qualifications held by our team, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, each representing a high standard of proficiency in various aspects of wealth management, estate planning, investment strategies, and fiduciary practices.
Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. We are dedicated to providing personalized financial services to help you achieve your financial goals with confidence. As a trusted advisor, Kimberly H Cawley brings a wealth of knowledge and expertise, supported by numerous prestigious certifications that underscore a commitment to excellence in financial planning. Kimberly holds the AAMS™ certification, which ensures adherence to a code of ethics and a comprehensive understanding of asset management tailored to individual needs. With a focus on real-world applications, Kimberly is qualified to guide you through asset allocation, investment strategies, estate planning, and more.
John Baringer - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to John Baringer - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 25 Clinton Avenue, Cortland, New York 13045. As a dedicated financial professional, John Baringer offers personalized wealth management services tailored to meet the unique needs of each client. With a robust array of certifications and designations, John is exceptionally qualified to guide you through the complexities of financial planning and investment management. Our services encompass a wide range of financial solutions, including asset allocation, investment strategies, estate planning, and retirement planning. John is an Accredited Asset Management Specialist™ (AAMS™), ensuring adherence to a stringent code of ethics and expertise in applying investment concepts to real-world situations. Additionally, John holds the Accredited Domestic Partnership Advisor™ (ADPA™) designation, enabling him to address the financial needs of domestic partners with precision and care.
Bailey Place Insurance
Welcome to Bailey Place Insurance, your trusted local insurance agency located at 2 North Main Street, Cortland, New York. As an independently owned and locally operated business, we are dedicated to meeting the insurance needs of individuals, families, and businesses throughout Cortland and Tompkins Counties, as well as across New York State. At Bailey Place Insurance, we pride ourselves on offering personalized and affordable insurance solutions that are tailored to fit your unique needs. Whether you are looking for auto, homeowner, or business insurance, our experienced team is here to guide you every step of the way. We work closely with a wide range of reputable insurance companies to ensure you receive the best coverage options available.
Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial guidance. Conveniently located at 8 Kennedy Parkway, Cortland, New York, we specialize in providing personalized financial strategies tailored to meet the unique needs of our clients. Our expertise spans a wide range of financial planning and advisory services. Alfred Saracene holds multiple prestigious certifications, including the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others. These credentials signify a commitment to ethical practices and a deep understanding of complex financial concepts, ensuring that our clients receive the highest standard of service.
Bailey Place Insurance
Welcome to Bailey Place Insurance, your trusted partner for comprehensive insurance solutions in Syracuse, New York, and beyond. Conveniently located at 528 Plum Street, we are an independently owned and locally operated insurance agency dedicated to serving the unique needs of our community. With a strong focus on Cortland and Tompkins Counties, we proudly offer affordable and reliable insurance options across New York State. At Bailey Place Insurance, we understand that every client is unique. Our experienced team works diligently to tailor personalized insurance coverage that fits your specific needs and budget. Whether you're seeking auto, homeowner, or business insurance, we have the expertise to guide you in making informed decisions.
Ryan Sondak - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Ryan Sondak - Financial Advisor, Ameriprise Financial Services, LLC, located at 1550 Vestal Parkway East, Vestal, New York. We are dedicated to providing expert financial guidance tailored to meet the unique needs of each client. Our comprehensive services encompass a broad spectrum of financial planning and wealth management strategies, ensuring that you receive personalized advice to achieve your financial goals. At Ryan Sondak - Financial Advisor, we pride ourselves on our extensive qualifications and commitment to ethical practices. Our team holds a variety of prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These designations reflect our expertise in areas such as asset management, estate planning, investment strategies, retirement planning, and fiduciary practices, among others.
Jonathon L Myers - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Jonathon L Myers - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 1550 Vestal Parkway East in Vestal, New York, Jonathon L Myers offers expert financial advisory services tailored to meet the diverse needs of individuals and businesses. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Jonathon holds multiple prestigious certifications that underscore his commitment to providing comprehensive financial solutions.
Holley Cragg - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Holley Cragg - Financial Advisor, Ameriprise Financial Services, LLC, where we are committed to helping you achieve your financial goals. Located at 5700 Commons Park, East Syracuse, New York, our firm offers personalized financial planning services tailored to meet your unique needs. At Holley Cragg, we understand that each individual's financial journey is distinct. That's why we encourage you to review our advisors' backgrounds, credentials, and areas of expertise to find the approach that aligns best with your objectives. Whether you're planning for retirement, managing investments, or navigating complex financial situations, we are here to guide you every step of the way.
Jessica Maureen Champion - Ameriprise Financial Services, LLC
Welcome to Jessica Maureen Champion - Ameriprise Financial Services, LLC, your trusted partner in financial planning and wealth management located in East Syracuse, New York. At our office, we understand that every client has unique financial goals and aspirations. That's why we offer personalized financial advice tailored to meet your individual needs. Our team of Ameriprise advisors brings a wealth of experience and knowledge across various financial disciplines. We encourage you to explore our advisors' backgrounds, credentials, and areas of expertise to find the approach that aligns best with your financial objectives. Whether you're planning for retirement, managing investments, or preparing for life's unexpected events, our advisors are here to guide you every step of the way.
Paul Coir - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Paul Coir - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and wealth management, conveniently located at 5750 Commons Park, East Syracuse, New York 13057, United States. Our mission is to provide personalized and comprehensive financial advice tailored to your unique needs and goals. Paul Coir is a distinguished financial advisor equipped with a broad array of certifications and expertise to guide you through every aspect of financial planning. With credentials such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Paul is committed to upholding the highest standards of ethics and professionalism in the industry.
Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 215 Washington Street, Watertown, New York, Mike Keys is your dedicated partner in navigating the complex world of financial planning and wealth management. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Mike brings a wealth of knowledge and a comprehensive suite of services to meet your financial needs.
The Bonadio Group
Welcome to The Bonadio Group: Your Trusted Partner in Accounting and Finance Solutions Located at 432 North Franklin Street, Syracuse, New York, The Bonadio Group is a premier accounting and finance firm dedicated to delivering tailor-made solutions that address the unique needs of your business. Since 1978, we have been committed to providing exceptional service and innovative solutions that help our clients thrive in an ever-evolving financial landscape.
Battaglia Marciano Agency, Inc.
Welcome to Battaglia Marciano Agency, Inc., your trusted partner in securing peace of mind for over 35 years. Conveniently located at 954 Union Road in West Seneca, New York, our agency is dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. As a full-service insurance agency, we offer a wide range of products designed to protect you and your assets when the unexpected occurs. Our recent growth, through the merger of Bob Battaglia and John Marciano's agencies, allows us to enhance our service offerings and better serve both our loyal clients and new customers.
Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Anthony Mancuso - Private Wealth Advisor at Ameriprise Financial Services, LLC, located on 8770 Transit Road, East Amherst, New York. Our firm provides a comprehensive suite of financial services tailored to meet the diverse needs of our clients. As a dedicated private wealth advisor, Anthony Mancuso brings a wealth of knowledge and expertise, backed by a series of distinguished certifications and designations that ensure a high standard of service and ethical practice. Anthony holds the AAMS™ (Accredited Asset Management Specialist) certification, which ensures he is adept at applying investment concepts to real-world asset management scenarios. He also holds the ADPA™ (Accredited Domestic Partnership Advisor) designation, which equips him to address complex wealth transfer and retirement planning needs, particularly for domestic partners.
Oficina abogados
Welcome to Oficina Abogados, your trusted legal partner located in the heart of Manhattan at 165 West 46th Street, New York. Our firm is dedicated to providing exceptional legal services with a personalized touch. We specialize in a wide range of legal areas, including family law, immigration, real estate, and business law, ensuring that we meet the diverse needs of our clients. At Oficina Abogados, we pride ourselves on our commitment to delivering effective and efficient legal solutions. Our team of experienced attorneys is passionate about advocating for your rights and providing you with the guidance you need to navigate complex legal challenges. We understand that each client's situation is unique, and we tailor our approach to suit your specific needs and goals.
Clapsaddle & Co.
Welcome to Clapsaddle & Co., your trusted partner in financial services, conveniently located at 245 Saw Mill River Road, Hawthorne, New York. At Clapsaddle & Co., we are dedicated to providing tailored financial solutions to meet the unique needs of individuals and businesses in our community. Our team of experienced professionals is committed to delivering personalized service and expert advice, ensuring that your financial goals are not only met but exceeded. Whether you are seeking investment guidance, retirement planning, tax strategies, or business financial consulting, Clapsaddle & Co. offers a comprehensive range of services designed to help you navigate the complexities of the financial world with confidence. Our client-centric approach emphasizes transparency, integrity, and a deep understanding of your financial aspirations.
The Westchester Bank
Welcome to The Westchester Bank, your trusted financial partner located at 12 Water Street, White Plains, New York. As a leading provider of banking and financial services in the region, we are committed to delivering personalized and comprehensive solutions to meet all your financial needs. At The Westchester Bank, we offer a wide range of services including personal and business banking, loans, mortgages, and investment opportunities. Our state-of-the-art ATMs and online banking platform provide you with convenient access to your accounts anytime, anywhere.
Commercial Capital Equity Partners
Welcome to Commercial Capital Equity Partners, your trusted financial partner located in the heart of City Island at 135 City Island Avenue, The Bronx, New York. We specialize in providing tailored financial solutions to support the growth and success of businesses and individuals alike. Our team of experienced professionals is dedicated to understanding your unique financial needs and delivering customized strategies to help you achieve your goals. At Commercial Capital Equity Partners, we offer a wide range of financial services, including commercial financing, equity investments, and strategic advisory services. Whether you are a business owner seeking capital to expand your operations or an investor looking for lucrative opportunities, we are here to guide you every step of the way.
JVB Financial Group
Welcome to JVB Financial Group, your trusted partner in navigating the complex world of finance. Conveniently located at 3 Columbus Circle in the heart of Manhattan, New York, we pride ourselves on offering personalized financial services tailored to meet the unique needs of each client. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and expert guidance. Whether you're looking to invest, manage wealth, or plan for the future, JVB Financial Group is here to support you every step of the way. Discover the difference that personalized attention and expert advice can make by choosing JVB Financial Group for all your financial needs. Visit us today and take the first step towards a secure financial future.
LRS Capital Group, Inc.
Welcome to LRS Capital Group, Inc. Located in the heart of Mount Sinai, New York, LRS Capital Group, Inc. is your trusted partner in finance. Nestled at 1 Cassie Court, our firm is dedicated to providing comprehensive financial solutions tailored to meet the unique goals of each client.
Innovative Solutions
Welcome to Innovative Solutions, your trusted partner in navigating the complex world of finance. Conveniently located at 34 East Main Street in the heart of Smithtown, New York, we are dedicated to providing tailored financial services that meet the unique needs of individuals and businesses alike. Our team of experienced professionals is committed to delivering innovative strategies and solutions that empower you to achieve your financial goals with confidence. Whether you're looking for investment advice, financial planning, or business consulting, Innovative Solutions is here to guide you every step of the way. Discover the difference of working with a local business that truly understands your community and is invested in your success. Visit us today and let us help you secure a brighter financial future.
Rob Piscatelli - Branch Manager, Ameriprise Financial Services, LLC
Welcome to the official website of Rob Piscatelli, Branch Manager at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York. Specializing in comprehensive financial planning and advisory services, Rob Piscatelli and his team are committed to helping you achieve your financial goals through personalized strategies and expert guidance. At Ameriprise Financial, we understand the importance of aligning financial plans with your unique goals and values. Each advisor brings a wealth of experience and specialized knowledge to the table. Whether you're planning for retirement, managing investments, or seeking advice on estate planning, our team is equipped with the credentials and expertise to guide you every step of the way.
Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC Located at 800 Veterans Memorial Highway in Hauppauge, New York, Mark Peterson is your trusted partner in navigating the complexities of financial planning. As a dedicated financial advisor, Mark offers personalized services tailored to meet the unique financial needs of individuals, retirees, and small business owners in the community.
Ameriprise Financial: Matarazzo Jr Arthur
Welcome to Ameriprise Financial: Matarazzo Jr Arthur, your trusted partner in achieving financial success. Located at 1377 Motor Parkway, Islandia, New York, our firm is dedicated to providing personalized financial advice tailored to your unique needs and goals. At Ameriprise Financial, we understand that each client's financial journey is distinct. Our advisors possess a diverse range of expertise, allowing us to offer specialized services that align with your financial objectives. Whether you're planning for retirement, managing investments, or navigating complex financial situations, our team is equipped to guide you every step of the way.
BLACKSTONE FUNDING LLC
Welcome to Blackstone Funding LLC, your trusted partner in financial solutions located in Hauppauge, New York. With over two decades of expertise in corporate finance, mergers and acquisitions, and private equity funding, we have successfully facilitated over $3 billion in funding portfolios, note purchases, bulk stock trades, bulk REO, financing, and placement. At Blackstone Funding, we streamline the funding process with a single, user-friendly application—eliminating lengthy paperwork and enhancing convenience. Our programs are designed to provide financial support without the need for collateral, allowing you to focus on achieving your business goals.
TransCapital
Welcome to TransCapital, your trusted partner in financial solutions, conveniently located at 145 Orinoco Drive, Brightwaters, New York. At TransCapital, we are dedicated to empowering individuals and businesses with tailored financial strategies that foster growth and stability. Our team of experienced professionals is committed to providing personalized services in wealth management, investment planning, and financial consulting to help you achieve your financial goals. Whether you're planning for retirement, managing assets, or seeking investment opportunities, TransCapital offers a comprehensive suite of services designed to meet your unique needs. Visit us today to discover how we can help you navigate the complex financial landscape with confidence and success.
Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management. Located at 175 South Wellwood Avenue, Lindenhurst, New York, our practice is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Robert Gargiulo is a highly qualified financial advisor, holding numerous certifications that reflect a deep commitment to excellence and ethical standards in the finance industry. With credentials such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is equipped to address a wide range of financial planning needs, from investment strategies and asset allocation to estate planning and risk management.
Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. Our firm is dedicated to providing expert financial guidance tailored to your unique needs. With a robust suite of qualifications, Bob Sutton is equipped to help you navigate the complexities of financial planning, investment strategies, and wealth management. Our advisor holds prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, each reflecting a deep commitment to ethical standards and comprehensive financial expertise. These designations cover a wide range of financial disciplines, from asset allocation and estate planning to retirement strategies and investment opportunities for retirees and small business owners.
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