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TOP 30 Specialized investment advisory in New York, NY
504 results found
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Miracle Mile Advisors
Miracle Mile Advisors is a leading finance institution located at 145 Marcus Boulevard in Hauppauge, New York, United States. Specializing in wealth management and investment services, Miracle Mile Advisors offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to excellence, Miracle Mile Advisors is dedicated to providing top-tier financial guidance and support to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Miracle Mile Advisors is here to help you every step of the way.
Total Wealth Planning, LLC
Total Wealth Planning, LLC is a finance institution located at 140 Fell Court in Hauppauge, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their long-term financial goals through comprehensive wealth planning strategies. From retirement planning to investment management, we offer personalized services tailored to each client's unique needs. Trust Total Wealth Planning, LLC to guide you towards financial success and security.
Merrill Lynch Financial Advisor Justin Alexander
Merrill Lynch Financial Advisor Justin Alexander, located at 225 Liberty Street in New York, is committed to providing unparalleled service, quality performance, and asset preservation to clients. With over a decade of experience in the financial services industry, Justin specializes in liquidity event planning, direct investment opportunities, and personalized financial strategies tailored to individual goals and priorities. As a CAIA-certified advisor, Justin works closely with clients to understand their unique needs and develop customized investment approaches. Supported by the global resources of Merrill Lynch, Justin and his team are dedicated to building strong client relationships based on trust and personalized service. By focusing on what matters most to clients - family, goals, and priorities - Justin helps individuals navigate the financial landscape, make informed decisions, and pursue their long-term objectives. With a commitment to ongoing communication, monitoring, and adjustment, Justin aims to help clients stay on track to achieve their financial goals at every stage of life. Whether you are focused on growing, preserving, or transferring wealth, Justin is here to help you pursue what matters most to you.
BCG Alpha LLC
BCG Alpha LLC is a finance institution located at 80 Broad Street in New York City, New York, United States. Specializing in investment management and financial services, BCG Alpha LLC offers a range of solutions for individuals and businesses looking to grow and protect their wealth. With a team of experienced professionals and a commitment to excellence, BCG Alpha LLC is dedicated to helping clients achieve their financial goals and secure their financial future.
Tri Point Capital Advisors
Tri Point Capital Advisors, located at 17 State Street in New York, is a finance institution specializing in capital markets advisory, corporate consulting, mergers and acquisitions, corporate development, corporate governance, and compliance services. Our clients, both private and public companies primarily from Asia, fall within the "middle market" category with revenues ranging from $5 million to $200 million across various sectors. Led by experienced principals Mark Elenowitz, Mike Boswell, and Lou Taubman, Tri Point offers a full suite of services to assist new and growing companies in navigating the complexities of today's business environment. From concept formation to business plan development, operations, mergers and acquisitions, and private/public financing, our team brings a wealth of expertise and industry connections to every client. We work closely with companies to accelerate their growth and entry into the public markets, providing ongoing corporate development and compliance support. While not a broker dealer or registered investment advisor, we act as a "finder" in certain transactions, introducing clients to potential acquisition candidates without negotiating business combinations. Our fee structure is designed to offer fair returns for our services, leveraging our relationships with outside firms to provide high-quality bundled services at a lower cost. Management members are licensed with Digital Offering, LLC, a licensed broker-dealer, for securities transactions conducted under separate agreements. Additionally, Mr. Elenowitz is a member of Cambria Capital, LLC, where certain securities transactions may also take place.
Environmental Financial Consulting Group
Environmental Financial Consulting Group is a leading institution located at 18 East 48th Street in New York, United States. Our mission is to provide a data-driven and strategic edge to Architecture, Engineering, and Consulting (AEC) firms in order to advance innovation, sustainability, and success in the industry. Our Advisory Team works closely with clients to help them work smarter, grow faster, and increase profits. Our services range from traditional Management Consulting functions to Valuations, Capital Flows Models, Sustainability and Tech Advisory, and Peer Benchmarking Analyses.
Wall Street Alliance Group
Wall Street Alliance Group, located at 75 Maiden Lane, New York, New York, United States, is a finance institution that specializes in providing competent advice and strategies to help individuals and institutions navigate challenges and seize opportunities in the ever-changing financial environment. With leadership that has been planning for high net worth individuals since 2003, our team offers high-level advisory services in all 50 states. Our broker dealer manages over $86 billion in assets across all clientele. At Wall Street Alliance Group, we understand that each individual's financial situation is unique, which is why we design portfolios tailored to individual circumstances. As an independent firm, we have the flexibility to choose from a variety of investment vehicles to best suit our clients' needs.
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.
Merit Financial Partners, LLC
Merit Financial Partners, LLC is a finance institution located at 6964 Grand Avenue in New York, United States. Specializing in financial planning, investment management, and wealth preservation, Merit Financial Partners, LLC offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, the institution provides comprehensive financial solutions tailored to each client's individual needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Merit Financial Partners, LLC is dedicated to helping you secure a prosperous financial future.
Merrill Lynch Financial Advisor Cosmin Cotet
Merrill Lynch Financial Advisor Cosmin Cotet is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. With over 15,000 Merrill Lynch Financial Advisors assisting clients nationwide, including all 50 states, District of Columbia, and US territories, the institution aims to help individuals achieve their desired financial goals. Specializing in asset allocation, diversification, and rebalancing, the institution provides a range of brokerage, investment advisory, and financial planning services. Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser, offers investment products managed by affiliates of Bank of America Corporation. Additionally, 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 and U.S. Trust Company of Delaware. Banking products are offered by Bank of America, N.A. and affiliated banks. Adhering to strict ethical standards, Merrill Lynch Financial Advisor Cosmin Cotet aims to provide personalized financial advice and services to help clients make informed decisions about their financial future.
BLACK DIAMONDZ INC
BLACK DIAMONDZ INC is a leading finance institution located at 1397 Pacific Street in New York, United States. Specializing in wealth management, investment advisory services, and financial planning, BLACK DIAMONDZ INC is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, BLACK DIAMONDZ INC provides personalized financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or looking to grow your wealth, BLACK DIAMONDZ INC is here to help you navigate the complexities of the financial world and secure your financial future.
Summit Trail Advisors
Summit Trail Advisors is a leading financial institution located at 140 East 45th Street in New York City. Specializing in wealth management and financial planning, Summit Trail Advisors offers personalized solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to excellence, Summit Trail Advisors is dedicated to providing top-notch service and guidance to individuals and families seeking to secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, Summit Trail Advisors is here to help you every step of the way.
Washington Square Capital Management
Washington Square Capital Management is an independent financial advisory firm located at 222 Broadway in New York, United States. Specializing in Ethical Investing, we help clients align their investments with their values, whether it be environmental concerns, human rights, fair trade practices, or corporate governance mandates. Our goal is to assist clients in achieving financial freedom while staying true to their ethical beliefs. As registered Investment Advisors with the Securities and Exchange Commission, we offer personalized investment advice tailored to each client's unique situation. Our team of experts covers a wide range of topics including bonds, clean energy, climate change, emerging markets, renewable energy, socially responsible investing, stocks, technology, and more.
Financed Premiums
Financed Premiums is a boutique financial advisory firm located at 2 Herrick Drive, Lawrence, New York, United States. Specializing in finance, we offer the innovative Kai-Zen plan that combines leveraged financing and low-risk investing to provide stable, high returns for individuals looking to secure their financial future. Our plan requires only 5 annual payments and includes comprehensive life insurance to protect your assets and loved ones. With a focus on maximizing wealth with minimal risk, our team of experts helps clients navigate premium financing strategies to build a secure legacy for generations to come. Whether you are planning for retirement or looking to diversify your portfolio, Financed Premiums is here to provide unbiased guidance and unwavering support to help you achieve your financial goals.
The Bendix Financial Group Inc
The Bendix Financial Group Inc is a reputable finance institution located at 585 Stewart Avenue in Garden City, New York, United States. With a strong commitment to providing top-notch financial services, they specialize in wealth management, investment advisory, and financial planning for individuals and businesses. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, The Bendix Financial Group Inc is here to assist you every step of the way.
Preservation Capital Partners, LLC
Preservation Capital Partners, LLC is a finance institution located at 370 Old Country Road in Garden City, New York, United States. Specializing in investment management and financial advisory services, Preservation Capital Partners, LLC is dedicated to helping clients achieve their financial goals through strategic planning and expert guidance. With a focus on preserving and growing wealth, the team at Preservation Capital Partners, LLC works closely with clients to develop personalized investment strategies tailored to their unique needs and objectives. Trustworthy, reliable, and committed to excellence, Preservation Capital Partners, LLC is a trusted partner in navigating the complex world of finance.
Standard Pension Services, LLC
Standard Pension Services, LLC is a finance institution located at 300 Garden City Plaza in Garden City, New York, United States. They specialize in providing pension services to individuals and businesses, helping them plan for a secure financial future. With a team of experienced professionals, Standard Pension Services, LLC offers personalized solutions to meet the unique needs of each client. Whether you are looking to set up a retirement plan or need assistance with managing your existing pension, they are dedicated to helping you achieve your financial goals.
Core IR
CORE IR is a finance institution located at 377 Oak Street, Garden City, New York, United States. At CORE IR, we focus on raising visibility, expanding awareness, and increasing shareholder value for our clients. We offer relationship introductions with various key players in the finance industry, such as institutional investors, fund managers, and analysts. Our team crafts compelling messages that resonate with investors and leverage advanced tools to measure and elevate the ROI of your investor relations program. We go beyond traditional valuation measures to identify alternative metrics that highlight the intrinsic value of your business. Our comprehensive communications and digital media plans help us integrate with key constituents to unify all communications. We ensure your story reaches the right audience through our experience and longstanding relationships in the industry.
Chernoff Diamond & Co., LLC
Chernoff Diamond & Co., LLC is a leading financial institution located at 725 RXR Plaza in Uniondale, New York, United States. Specializing in finance, Chernoff Diamond & Co., LLC offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, they provide personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance services, Chernoff Diamond & Co., LLC is dedicated to helping you achieve your financial goals.
Stuart, Edelstein, Linderman & Co., Inc.
Stuart, Edelstein, Linderman & Co., Inc. is an accounting and finance institution located at 2088 Newbridge Road in Bellmore, New York, United States. Our services go beyond just crunching numbers - we provide deep analysis and strategic guidance to help you make informed business decisions. From payroll processing to managing cash flow, we are here to take the stress out of running your business. Our commitment to professional service providers is unwavering, and we strive to help you build successful enterprises. With our online apps, you can easily conduct business with us and stay on top of your finances. Let us help you navigate business debt, utilize technology effectively, and maintain a human-centric approach in the age of AI. With our expertise and guidance, your small business can not only survive supply chain disruptions but emerge stronger than ever. Contact us today to learn more about how we can support the wellness of your business, body, and mind.
EisnerAmper
EisnerAmper is a leading accounting and finance institution located at 6900 Jericho Turnpike, Syosset, New York, United States. We specialize in helping businesses, government organizations, and individuals navigate urgent issues, anticipate opportunities, and achieve long-term growth. Our team of professionals offers a comprehensive range of services including accounting, audit, tax, advisory, and outsourcing to ensure our clients are well-informed and positioned for success. With industry-specific expertise and cutting-edge technologies, we help clients overcome challenges and drive profitability. From large enterprises to high-net-worth individuals, we provide tailored solutions to meet the unique needs of each client. Stay updated with the latest business insights and perspectives from EisnerAmper professionals and transform your organization with our innovative solutions. Download our Personal Tax Guide and e-books to strengthen your organization's cybersecurity and make informed decisions. Join us at events like the Women in Alternative Investment Industry Cinco De Mayo Soiree and connect with industry experts. Trust in EisnerAmper to provide top talent, reasonable rates, and a commitment to solving your problems. Let us help you navigate the complex world of accounting and finance to achieve your goals.
First Long Island Investors, LLC
First Long Island Investors, LLC is a finance institution located at 1 Jericho Plaza in Jericho, New York, United States. With a focus on personalized service and tailored financial solutions, they specialize in wealth management, investment advisory services, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, First Long Island Investors, LLC is committed to providing strategic guidance and expert advice to help you make informed financial decisions.
Compass Advisors
Compass Advisors, located at 155 Pinelawn Road in Melville, New York, is a finance institution that specializes in guiding individuals and businesses towards financial independence. With a focus on creating personalized strategies and solutions, our experienced team offers unbiased and comprehensive advice in areas such as investment management, retirement planning, and estate conservation. Clients trust us to help them navigate their financial journey, ensuring a secure future for themselves and future generations. Compass Advisory Group LLC, operating as Compass Advisors, is a registered investment advisor dedicated to providing top-notch financial guidance.
Wealth Conservation Group Inc
Wealth Conservation Group Inc. is a finance institution located at 576 Broadhollow Road, Melville, New York, United States. With a focus on providing estate, wealth, retirement, and benefit planning to family businesses and high-net-worth individuals, Wealth Conservation Group has over 40 years of experience in the industry. Their team, consisting of individuals with over 100 years of combined experience, specializes in various financial services such as wealth conservation, tax reduction strategies, employee benefits, multi-generational planning, asset protection, business planning, estate planning, investment advice, retirement planning, eldercare planning, cash flow strategies, and 401(k)s. The institution prides itself on fostering strong, long-term relationships built on trust, knowledge, and integrity with their clients. They serve a wide range of clients including business owners, successful families, pre-retirees and retirees, executives and professionals, first responders, teachers, and physicians. Wealth Conservation Group is committed to helping clients achieve their financial goals and dreams, allowing them to spend more time doing what they love with their loved ones. The institution is licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in several states. Additionally, they offer securities products and services through NYLIFE Securities LLC and advisory services through Eagle Strategies LLC. Wealth Conservation Group is independently owned and operated from NYLIFE Securities LLC and its affiliates and does not provide tax, legal, or accounting advice. Joseph Brida, a member of the Nautilus Group(R) and a registered investment adviser representative, is one of the key professionals at Wealth Conservation Group.
Danaher Wealth Management
Danaher Wealth Management is a premier financial institution located at 175 South Wellwood Avenue in Lindenhurst, New York. Specializing in finance, our team of experienced professionals provides expert wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Danaher Wealth Management is dedicated to providing personalized solutions tailored to your individual needs. Trust us to guide you towards financial success and security.
Lori DiGangi - UBS Financial Services Inc.
Lori DiGangi - UBS Financial Services Inc. is a finance institution located at 58 South Service Road in Melville, New York, United States. Specializing in financial services, they provide expert advice and guidance to clients looking to manage their wealth and investments effectively. With a team of experienced professionals, Lori DiGangi - UBS Financial Services Inc. offers personalized solutions tailored to meet the unique needs and goals of each individual client. Their commitment to excellence and dedication to helping clients achieve financial success sets them apart as a trusted partner in the world of finance.
Sterling Wealth Management Group
Sterling Wealth Management Group is a leading finance institution located at 324 South Service Road in Melville, New York, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, estate planning, and more. At Sterling Wealth Management Group, we are dedicated to helping our clients build and preserve their wealth for the future.
a&f capital group
A&F Capital Group, located at 200 Broadhollow Road in Melville, New York, is an independent financial services and insurance company. We specialize in providing objective solutions for small and mid-sized businesses, as well as high net worth individuals, without the sale of any proprietary products. Our team prides itself on building personal client relationships and providing unparalleled service. We believe in frequent communication with our clients to keep them fully informed about their accounts and to help them achieve their financial goals while minimizing unnecessary risk. Our focus is on creating custom investment and insurance portfolios that offer consistent tax-efficient returns.
Conroy Wealth Management
Conroy Wealth Management is a finance institution located at 1717 Empire Boulevard in Webster, New York, United States. We prioritize establishing a trusting relationship with each client to help design their future based on their unique values and needs. Our fiduciary financial planning services include personalized financial and investment plans tailored to meet individual goals. We specialize in financial and retirement planning, estate planning, and business consulting for individuals, executives, professionals, and business owners. Our team, led by Kevin and Wendy, is dedicated to providing excellent customer service and guidance in navigating financial decisions. We aim to help clients achieve financial freedom and security by offering clarity and direction in their financial planning. Securities are offered through J.W. Cole Financial, Inc., and advisory services are provided by J.W. Cole Advisors, Inc. Conroy Wealth Management and J.W. Cole are unaffiliated entities. Visit our website for more information on our services and disclosures.
Flower City Capital
Flower City Capital is a finance institution located at 132 Allens Creek Road in Rochester, New York, United States. Specializing in financial services, Flower City Capital offers a range of investment and wealth management solutions for individuals and businesses. With a team of experienced professionals, Flower City Capital provides personalized strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Flower City Capital is dedicated to providing top-notch financial advice and services.
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