![Guide.in.ua Guide.in.ua](https://guide.in.ua/assets/images/guide300.webp)
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Specialized investment advisory in New York, NY
400 results found
Search for local businesses, places and services near you
Anthony Leopizzi - Private Wealth Advisor, Ameriprise Financial Services, LLC
Anthony Leopizzi - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Anthony Leopizzi provides comprehensive wealth management solutions tailored to individual needs. Specializing in areas such as asset management, retirement planning, estate planning, and investment strategies, Anthony Leopizzi is committed to upholding the highest standards of professionalism and ethics. Whether you are a retiree, small business owner, or high net worth client, Anthony Leopizzi has the knowledge and experience to help you achieve your financial goals.
Bedford Funding Capital
Bedford Funding Capital is a leading finance institution located at 10 New King Street in New York, United States. Specializing in providing funding solutions for businesses of all sizes, Bedford Funding Capital offers a wide range of financial services including loans, investments, and advisory services. With a team of experienced professionals and a strong track record of success, Bedford Funding Capital is dedicated to helping businesses achieve their financial goals and grow their operations. Contact us today to learn more about how we can support your business with our tailored financial solutions.
Merrill Lynch Financial Advisor Keith E Hagerty
Merrill Lynch Financial Advisor Keith E Hagerty is a reputable financial institution located at 360 Hamilton Avenue in White Plains, New York, United States. Specializing in finance, they provide expert advice and guidance on investment strategies, retirement planning, wealth management, and more. With a focus on personalized service and tailored solutions, Merrill Lynch Financial Advisor Keith E Hagerty is dedicated to helping clients achieve their financial goals and secure their financial future.
Merrill Lynch Financial Advisor Jacqueline J Cicale
Merrill Lynch Financial Advisor Jacqueline J Cicale is a reputable financial institution located at 360 Hamilton Avenue in White Plains, New York, United States. Specializing in finance, they offer expert advice and personalized solutions to help clients achieve their financial goals. With a focus on professionalism and integrity, Merrill Lynch Financial Advisor Jacqueline J Cicale provides top-notch service and guidance to individuals seeking to secure their financial future. Contact them today to learn more about their services and how they can assist you in managing your finances effectively.
Hudson Peak Wealth Advisors - Ameriprise Financial Services, LLC
Hudson Peak Wealth Advisors, located at 427 Bedford Road in Pleasantville, New York, is a branch of Ameriprise Financial Services, LLC. As a finance institution, they specialize in providing comprehensive wealth management services to individuals, families, and businesses. Their team of experienced financial advisors work closely with clients to create personalized financial plans tailored to their unique goals and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Hudson Peak Wealth Advisors is dedicated to helping you achieve financial success.
Block Advisors
Block Advisors is a trusted institution located at 268 North Broadway in Hicksville, New York, United States. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate their financial needs with precision and expertise. Whether you need assistance with tax preparation, financial planning, or investment strategies, Block Advisors is here to provide personalized solutions tailored to your specific goals. With a commitment to excellence and a reputation for excellence, we are proud to serve the local community and beyond with top-notch financial services.
KSL Capital
KSL Capital is a finance institution located at 287 Bowman Drive in Greenwich, New York, United States. Specializing in investment and asset management, KSL Capital offers a range of financial services to individuals and businesses seeking to grow their wealth and achieve their financial goals. With a team of experienced professionals and a commitment to providing personalized solutions, KSL Capital is dedicated to helping clients navigate the complexities of the financial world and make sound investment decisions.
Komich Capital Advisors
Komich Capital Advisors is a finance institution located at 207 Hallock Road in Stony Brook, New York, United States. Specializing in helping families, businesses, and individuals grow and preserve wealth through custom investment strategies, Komich Capital Advisors takes the time to understand each client's financial goals and create a personalized roadmap to guide them on their financial journey. With a focus on avoiding taxes, protecting against unexpected events, and preparing for the future, Komich Capital Advisors offers independent financial advice to help clients maximize the impact of their savings on their families, community, and future quality of life. Contact us today to take the first step towards growing and protecting your wealth.
Prescient Markets Llc
Prescient Markets LLC is a premier food and grocery store located at 445 Hamilton Avenue in White Plains, New York. Our institution is dedicated to providing customers with a wide selection of fresh and high-quality products at competitive prices. Whether you're looking for everyday essentials or specialty items, our store has everything you need to stock your pantry and fridge. Visit us today and experience the convenience and quality of Prescient Markets LLC.
Hara Yoshida Accounting
Hara Yoshida Accounting, located at 50 Main Street in White Plains, New York, offers retirement and financial solutions specifically tailored for Japanese Americans. Specializing in cross-border tax solutions for Japanese nationals, the institution provides services for expatriates, dual-citizens, or Japanese nationals living and working in the United States. Yoshida Wealth Management takes a personalized approach to uncovering clients' unique values and priorities in order to develop a harmonious framework between financial plans and life goals. As independent fiduciaries, they aim to be true financial partners, listening to clients, clarifying goals, and developing long-term financial plans and investment strategies for sustained success.
Taxmaster of Melville, Inc.
Taxmaster of Melville, Inc. is a reputable accounting and finance institution located at 608 Walt Whitman Road in Melville, New York. With a team of experienced professionals, Taxmaster specializes in providing expert tax preparation, financial planning, and accounting services to individuals and businesses in the local community. Whether you need assistance with filing your taxes, managing your investments, or analyzing your financial statements, Taxmaster of Melville, Inc. is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.
Robert Rimberg & Associates LLC
Robert Rimberg & Associates LLC is a reputable accounting and finance institution located at 1025 Westchester Avenue in White Plains, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, they strive to provide their clients with top-notch services and expert advice to help them achieve their financial goals. Whether you need assistance with bookkeeping, budgeting, or investment strategies, Robert Rimberg & Associates LLC is dedicated to providing personalized solutions tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner for all your accounting and finance needs.
InventWealth Tax Advisors
InventWealth Tax Advisors is a leading accounting and finance institution located at 45 Middle Neck Road in Great Neck, New York. Our team of experienced professionals specializes in providing expert tax advice and financial planning services to individuals and businesses. Whether you need help with tax preparation, estate planning, or investment strategies, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Tangent Point LLC
Tangent Point LLC is a finance institution located at 150 East Post Road in White Plains, New York, United States. Specializing in investment management and financial advisory services, Tangent Point LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Tangent Point LLC is dedicated to providing top-notch financial services to individuals and businesses alike.
The Scarsdale Group Inc
The Scarsdale Group Inc is a trusted accounting and finance institution located at 10 Old Mamaroneck Road in White Plains, New York. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Their commitment to excellence and attention to detail sets them apart as a top choice for individuals and businesses looking for reliable financial advice and support. Contact them today to learn more about how they can help you achieve your financial goals.
TKS Solutions / Penny - It Works
TKS Solutions / Penny - It Works is a leading institution in accounting and finance located at 100 South Bedford Road, Mount Kisco, New York, United States. With over 25 years of experience, we specialize in redefining enterprise investment technology ecosystems and providing modern solutions to meet the needs of today and the challenges of tomorrow. Our award-winning OMS technology helps you get trades to market faster, while our highly configurable software and services from SS&C Eze optimize operational and investment alpha across the entire investment process. From small start-ups to the largest investment institutions, over 1900 buy-side firms worldwide trust us to streamline workflows, centralize data flow, and eliminate manual processes.
Asesoria Hispana
Asesoria Hispana is a leading accounting and finance institution located at 1009 Park Street in Peekskill, New York. Our team of experienced professionals specializes in providing expert financial advice and services to the Hispanic community in the United States. Whether you need assistance with tax preparation, budgeting, or investment planning, our dedicated staff is here to help you achieve your financial goals. Trust Asesoria Hispana to provide you with personalized and reliable financial guidance to secure your financial future.
1040 Woman
1040 Woman is a trusted accounting and finance institution located at 299 Main Street in Northport, New York. Specializing in tax preparation and financial planning services, our team of experts is dedicated to helping women navigate the complex world of taxes and finances. Whether you need assistance with tax filing, retirement planning, or investment management, 1040 Woman is here to provide personalized and professional support. Visit us today to start achieving your financial goals with confidence and peace of mind.
SCOTT DOYLE INC
Scott Doyle Inc is a renowned institution located at 49 Maple Avenue in Millerton, New York. Specializing in providing top-notch services in the field of finance, the institution is known for its dedication to helping clients achieve their financial goals. With a team of experienced professionals, Scott Doyle Inc offers personalized solutions tailored to meet the unique needs of each individual or business. Whether you are looking for investment advice, retirement planning, or estate management, you can trust Scott Doyle Inc to provide expert guidance and support every step of the way. Visit their office in Millerton today to learn more about how they can help you secure a prosperous financial future.
John Ray & Associates
John Ray & Associates is a reputable law firm located at 122 North Country Road in Miller Place, New York. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized attention to each client. Whether you are in need of assistance with personal injury claims, family law matters, or real estate transactions, our firm is here to help. Trust John Ray & Associates to handle your legal needs with professionalism and expertise.
Credit Capital
Credit Capital is a leading finance institution located at 40 Wall Street in the heart of New York City. Specializing in providing capital solutions for businesses and individuals, Credit Capital offers a wide range of financial services including loans, investments, and advisory services. With a team of experienced professionals and a strong track record of success, Credit Capital is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to expand your business, invest in a new venture, or simply manage your wealth more effectively, Credit Capital is here to support you every step of the way. Visit us at our prestigious Wall Street location to learn more about how we can help you thrive in today's competitive financial landscape.
KEM Asset Management LLC
KEM Asset Management LLC is a health and insurance agency located at 434 New York Avenue in Huntington, New York, United States. Our dedicated team of professionals specializes in managing assets related to health and insurance, providing personalized services to meet the unique needs of our clients. With a focus on integrity, transparency, and efficiency, we strive to help individuals and businesses make informed decisions about their financial future. Contact us today to learn more about how we can assist you in managing your health and insurance assets effectively.
Clara Capital LLC
Clara Capital LLC is a finance institution located at 6901 Jericho Turnpike in Syosset, New York. Specializing in financial services, Clara Capital LLC offers a range of investment opportunities, financial planning services, and wealth management solutions to individuals and businesses. With a team of experienced professionals, Clara Capital LLC is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest for the long term, plan for retirement, or grow your business, Clara Capital LLC can provide the expertise and guidance needed to make informed financial decisions.
Lexington Capital Holdings
Lexington Capital Holdings is a finance institution located at 2100 Middle Country Road in Centereach, New York, United States. Specializing in investment management and financial services, Lexington Capital Holdings offers a wide range of solutions for individuals and businesses looking to grow and manage their wealth. With a team of experienced professionals and a commitment to excellence, they strive to provide their clients with innovative strategies and personalized advice to help them achieve their financial goals.
Franklin Merchant Capital
Franklin Merchant Capital is a leading finance institution located at 393 Old Country Road in Carle Place, New York, United States. Our team of experienced professionals specializes in providing comprehensive financial services to individuals and businesses, including investment management, wealth planning, and capital raising. With a commitment to excellence and integrity, Franklin Merchant Capital is dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you with your financial needs.
TrustFi
TrustFi is a leading financial institution located at 576 Broadhollow Road in Melville, New York, United States. Specializing in various financial services, TrustFi is committed to providing reliable and trustworthy solutions to individuals and businesses alike. With a team of experienced professionals, TrustFi offers personalized financial advice and support to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or assistance with loans and mortgages, TrustFi is dedicated to helping you navigate the complex world of finance with confidence. Visit us today to learn more about how TrustFi can help you secure your financial future.
Capital Connex
Capital Connex is a leading finance institution located at 500 Mamaroneck Avenue in Harrison, New York. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Capital Connex is here to help guide you every step of the way. Visit us today to learn more about how we can help you achieve financial success.
Fordham Capital
Fordham Capital is a leading finance institution located at 1129 Northern Boulevard in Manhasset, New York. Specializing in providing a wide range of financial services, Fordham Capital offers expert advice and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Fordham Capital is dedicated to delivering personalized and innovative financial solutions tailored to each client's unique needs. Whether you are looking to invest, secure a loan, or manage your finances, Fordham Capital is committed to helping you navigate the complexities of the financial world with confidence and ease.
TVT Capital LLC
TVT Capital LLC is a finance institution located at 8 Hunters Lane in Roslyn, New York. Specializing in investment management, financial advisory services, and capital raising, TVT Capital LLC is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, this institution offers personalized solutions tailored to each individual's needs. Whether you are looking to grow your wealth, plan for retirement, or fund a new venture, TVT Capital LLC is committed to providing top-notch service and expertise.
Dow Richard
Dow Richard is a renowned health institution located at 145 River Road in Nyack, New York, United States. Specializing in providing top-notch medical care and wellness services, Dow Richard is committed to improving the health and well-being of its patients. With a team of highly skilled healthcare professionals and state-of-the-art facilities, the institution offers a wide range of medical services to meet the diverse needs of its patients. Whether you are in need of routine check-ups, specialized treatments, or preventive care, Dow Richard is dedicated to providing exceptional healthcare services to help you live a healthier and happier life.
- Financial advisor
- Tax advisor
- Tax consultant
- Tax preparation services
- Financial consulting
- Personal loan
- Health insurance companies
- Small business loan
- Payday loans
- Family psychologist
- specialized investment advisory in Albany
- specialized investment advisory in Amityville
- specialized investment advisory in Armonk
- specialized investment advisory in Bellmore
- specialized investment advisory in Binghamton
- specialized investment advisory in Brewster
- specialized investment advisory in Briarcliff Manor
- specialized investment advisory in Buffalo
- specialized investment advisory in Carle Place
- specialized investment advisory in Carmel Hamlet
- specialized investment advisory in Chappaqua
- specialized investment advisory in Cheektowaga
- specialized investment advisory in Cohoes
- specialized investment advisory in Croton-on-Hudson
- specialized investment advisory in Delmar
- specialized investment advisory in Depew
- specialized investment advisory in East Aurora
- specialized investment advisory in East Meadow
- specialized investment advisory in East Syracuse
- specialized investment advisory in Elmsford
- specialized investment advisory in Endicott
- specialized investment advisory in Fairport
- specialized investment advisory in Fayetteville
- specialized investment advisory in Fishkill
- specialized investment advisory in Garden City
- specialized investment advisory in Geneseo
- specialized investment advisory in Glens Falls
- specialized investment advisory in Grand Island
- specialized investment advisory in Great Neck
- specialized investment advisory in Harrison
- specialized investment advisory in Hauppauge
- specialized investment advisory in Hicksville
- specialized investment advisory in Huntington
- specialized investment advisory in Jamestown
- specialized investment advisory in Jericho
- specialized investment advisory in Johnson City
- specialized investment advisory in Kingston
- specialized investment advisory in Latham
- specialized investment advisory in Lawrence
- specialized investment advisory in Lindenhurst
- specialized investment advisory in Lynbrook
- specialized investment advisory in Manhasset
- specialized investment advisory in Melville
- specialized investment advisory in Middletown
- specialized investment advisory in Monroe
- specialized investment advisory in Mount Kisco
- specialized investment advisory in New Hartford
- specialized investment advisory in Newburgh
- specialized investment advisory in Northport
- specialized investment advisory in Nyack
- specialized investment advisory in Orchard Park
- specialized investment advisory in Peekskill
- specialized investment advisory in Pittsford
- specialized investment advisory in Plainview
- specialized investment advisory in Plattsburgh
- specialized investment advisory in Pleasantville
- specialized investment advisory in Poughkeepsie
- specialized investment advisory in Rensselaer
- specialized investment advisory in Rhinebeck
- specialized investment advisory in Rochester
- specialized investment advisory in Roslyn
- specialized investment advisory in Rye
- specialized investment advisory in Rye Brook
- specialized investment advisory in Saratoga Springs
- specialized investment advisory in Scarsdale
- specialized investment advisory in Schenectady
- specialized investment advisory in Setauket- East Setauket
- specialized investment advisory in Smithtown
- specialized investment advisory in Stony Brook
- specialized investment advisory in Syosset
- specialized investment advisory in Tarrytown
- specialized investment advisory in Uniondale
- specialized investment advisory in Valhalla
- specialized investment advisory in Vestal
- specialized investment advisory in Wantagh
- specialized investment advisory in Warwick
- specialized investment advisory in Webster
- specialized investment advisory in Westbury
- specialized investment advisory in White Plains
- specialized investment advisory in Williamsville
- specialized investment advisory in Woodbury
- specialized investment advisory in Yonkers
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos