Specialized investment advisory in New York, NY
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Merrill Lynch Financial Advisor Brian Rabasca
● ClosedMerrill Lynch Financial Advisor Brian Rabasca, located at 114 West 47th Street in New York, New York, is part of a network of over 15,000 Merrill Lynch Financial Advisors across the United States. Specializing in finance, the institution offers a wide range of services including brokerage, investment advisory, financial planning, insurance, and annuity products. With a focus on helping clients achieve their financial goals, Merrill Lynch advisors do not provide legal, tax, or accounting advice but encourage clients to consult with their own advisors before making financial decisions. The institution is a registered broker-dealer and investment adviser, offering services such as asset allocation, diversification, and rebalancing to help clients navigate the complexities of investing. With a commitment to providing personalized financial solutions, Merrill Lynch strives to help clients secure their financial futures.
114 W 47th St, New York, NY 10036, United States -
Merrill Lynch Private Wealth Advisor Maria Brisbane
● OpenMerrill Lynch Private Wealth Advisor Maria Brisbane, located at 1 Bryant Park in New York, offers comprehensive financial services to help clients navigate the complexities of wealth management. As a trusted confidante, Maria Brisbane advocates for her clients, their families, and their philanthropic endeavors. By working together, Maria and her team provide personalized strategies to help clients grow, sustain, and transfer their wealth effectively. With a focus on insight, simplicity, and perspective, Merrill Lynch Private Wealth Advisor Maria Brisbane offers specialized solutions and services tailored to address the unique challenges and opportunities that come with significant wealth. Clients benefit from the expertise of some of the brightest minds in the financial industry, ensuring that their financial goals are met with precision and care.
1 Bryant Pk 28th Floor, New York, NY 10036, United States -
Edward Jones - Financial Advisor: Vincent J Sica
● OpenEdward Jones - Financial Advisor: Vincent J Sica is a reputable financial institution located at 1150 South Avenue in New York, United States. Specializing in finance, Edward Jones offers expert financial advice and services to help clients achieve their financial goals. Vincent J Sica, a dedicated financial advisor at the institution, provides personalized strategies and guidance to assist individuals and businesses in managing their finances effectively. With a strong focus on customer satisfaction and a commitment to excellence, Edward Jones - Financial Advisor: Vincent J Sica is a trusted partner in financial planning and wealth management.
1150 South Ave # 305, Staten Island, NY 10314, United States -
Michael Lentini - Wilmington Advisors @ M&T
● ClosedMichael Lentini - Wilmington Advisors @ M&T is a finance institution located at 67 Jackson Street in Fishkill, New York, United States. Specializing in financial advisory services, the institution offers expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Michael Lentini - Wilmington Advisors @ M&T provides comprehensive financial planning, investment management, and wealth management services to individuals and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, this institution is dedicated to providing you with the support and expertise you need to succeed.
67 Jackson St, Fishkill, NY 12524, United States -
Merrill Lynch Financial Advisor Daniel A Humbert
● ClosedMerrill Lynch Financial Advisor Daniel A Humbert is a reputable finance institution located at 225 Liberty Street in New York, New York, United States. Specializing in providing expert financial advice and guidance, their team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Merrill Lynch Financial Advisor Daniel A Humbert is committed to helping individuals and businesses navigate the complexities of the financial world with confidence and success.
225 Liberty St 38th Floor, New York, NY 10281, United States -
Marc Rienas - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenMarc Rienas is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, United States. Marc Rienas holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Marc Rienas' expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Marc Rienas is dedicated to providing comprehensive financial advice and support to clients, including veterans and military personnel. Contact Marc Rienas at Ameriprise Financial Services, LLC for expert financial guidance tailored to your individual needs.
399 Knollwood Rd Ste 212, White Plains, NY 10603, United States -
Empire Advisors Group
● OpenEmpire Advisors Group is a leading financial institution located at 141 Rutledge Street in New York, United States. Specializing in providing expert financial advice and services, Empire Advisors Group is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced advisors, Empire Advisors Group offers a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or wealth management services, Empire Advisors Group is committed to delivering personalized and professional financial advice to help you secure a prosperous future.
141 Rutledge St, Brooklyn, NY 11211, United States -
Edward Jones - Financial Advisor: Vincent C Renda, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Vincent C Renda, CFP®|AAMS™ is a reputable financial institution located at 47-01 Queens Boulevard in New York, United States. Specializing in financial planning and investment management, Vincent C Renda, a Certified Financial Planner and Accredited Asset Management Specialist, provides personalized and comprehensive financial advice to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial services and guidance to individuals and families in the New York area.
47-01 Queens Blvd #208, Sunnyside, NY 11104, United States -
Austro Financial Services Inc
● ClosedAustro Financial Services Inc is a leading financial institution located at 280 Saint Nicholas Avenue in New York, United States. Specializing in finance, Austro Financial Services Inc offers a wide range of services including investment management, financial planning, and wealth management. With a team of experienced professionals, Austro Financial Services Inc is dedicated to providing personalized and tailored financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Austro Financial Services Inc is committed to helping you succeed.
280 St Nicholas Ave, Brooklyn, NY 11237, United States -
Comprehensive Wealth Management Group, LLC
● ClosedComprehensive Wealth Management Group, LLC is a finance institution located at 4864 Arthur Kill Road in New York, United States. We specialize in providing comprehensive and personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how we can help you achieve financial success.
South Entrance #8, 4864 Arthur Kill Rd, Staten Island, NY 10309, United States -
Joseph Schiro Jr. - Wilmington Advisors @ M&T
● ClosedJoseph Schiro Jr. - Wilmington Advisors @ M&T is a renowned financial institution located at 2220 Forest Avenue in New York, United States. Specializing in financial advisory services, they offer expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals led by Joseph Schiro Jr., they provide comprehensive financial planning, investment management, and wealth management services. Whether you are looking to grow your assets, plan for retirement, or protect your wealth, Joseph Schiro Jr. - Wilmington Advisors @ M&T is dedicated to providing top-notch financial expertise and exceptional customer service.
2220 Forest Ave, Staten Island, NY 10303, United States -
Charter Oak Insurance & Financial Services
● OpenCharter Oak Insurance & Financial Services is a trusted finance institution located at 8112 3rd Avenue in New York, United States. We specialize in providing comprehensive insurance and financial services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you are looking for insurance coverage or investment advice, Charter Oak Insurance & Financial Services is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help secure your financial future.
8112 3rd Ave, Brooklyn, NY 11209, United States -
Tax Advantage Advisors
● ClosedTax Advantage Advisors is a leading accounting and finance institution located at 589 8th Avenue in New York, New York, United States. Our team of experts specializes in providing strategic tax planning and financial advisory services to individuals and businesses. With years of experience and a commitment to excellence, we help our clients maximize their tax advantages and achieve their financial goals. Whether you need assistance with tax preparation, retirement planning, or investment strategies, Tax Advantage Advisors is here to help you navigate the complexities of the financial world with confidence and ease. Contact us today to learn more about how we can help you secure a brighter financial future.
589 8th Ave Floor 23, New York, NY 10018, United States -
TAX HUB
● ClosedTAX HUB is a comprehensive financial services institution located in the heart of New York City at 2314 Broadway. Specializing in accounting, finance, and insurance services, TAX HUB is dedicated to providing expert guidance and support to individuals and businesses alike. Our team of experienced professionals is committed to helping clients navigate the complexities of taxes, investments, and insurance to achieve their financial goals. Whether you need help with tax planning, investment strategies, or insurance coverage, TAX HUB is here to provide personalized solutions tailored to your unique needs. Visit us today to experience the difference our expertise can make in your financial future.
2314 Broadway, Queens, NY 11106, United States -
Schulman Insurance
● ClosedSchulman Insurance Brokerage is an independent insurance advisory firm located at 825 East Gate Boulevard in Garden City, New York. Founded by veteran broker Jonathan Schulman in 2006, our firm is committed to providing personalized service and unsurpassed value to every client. We specialize in health insurance and serve as a trusted insurance agency for individuals and businesses alike. Our team of experts at Schulman Insurance Brokerage possesses extensive knowledge of insurance products and policies, allowing us to match client needs with tailored solutions that provide for their current and future needs. We offer a range of insurance services, including health, life, disability, and group insurance plans, as well as investment solutions.
825 E Gate Blvd #305, Garden City, NY 11530, United States -
Allied Management Group 3
● OpenAllied Management Group 3 is a healthcare institution located at 518 Old Country Road in Plainview, New York. Our dedicated team of professionals provides top-quality healthcare services to patients in the United States. With a focus on patient care and well-being, we strive to offer comprehensive and personalized treatment plans to meet the unique needs of each individual. Our facility is equipped with state-of-the-art technology and amenities to ensure a comfortable and efficient experience for all patients. Trust Allied Management Group 3 for your healthcare needs.
518 Old Country Rd, Plainview, NY 11803, United States -
Lytle Associates Inc
● ClosedLytle Associates Inc is an insurance agency located at 101 Lang Boulevard in Grand Island, New York, United States. Our mission is to provide creative solutions for designing and managing benefit programs and financial portfolios. As an independent broker, we have the flexibility to choose the best insurance and investment products from a variety of providers to meet our clients' criteria and budget. With over sixty years of collective experience, we specialize in employee benefit programs and retirement plans for both individuals and groups. Our collaborative approach ensures that we deliver the best solutions to each client, following industry best practices. We integrate time-tested investment philosophies with innovative strategies to protect and grow our clients' wealth. Securities are offered through Royal Alliance Associates, Inc, and investment advisory services are provided through Lytle Investments, a registered investment adviser. We are not affiliated with Royal Alliance Associates, Inc. Our services are available to individuals residing in specific states. Please contact us for more information.
101 Lang Blvd # 2, Grand Island, NY 14072, United States -
R K Mc Kinnon & Associates
● ClosedR K Mc Kinnon & Associates, located at 108 Buchman Close Circle in Fayetteville, New York, is a leading health and insurance agency. Specializing in personal and business financial services, the institution is part of the PointGuard Advisors Network, which brings together top professionals in the industry to guide clients towards success. With over 100 years of combined experience, the founding members of PointGuard Advisors are experts in helping individuals and businesses achieve their financial goals. PointGuard Wealth Advisors and Ashe & Klinetop CPAs, PLLC are just a few of the elite firms that make up PointGuard, offering a range of services including insurance, investments, business valuations, and tax strategies. Headquartered in Fayetteville, NY, PointGuard has a network of member companies across the country and is a founding owner of Lion Street™ in Austin, TX.
at PointGuard Advisors Network, 108 Buchman Cl Cir, Fayetteville, NY 13066, United States -
Top Line Brokerage Services
● OpenTop Line Brokerage Services is a premier insurance agency located at 116 Lane Street in Lindenhurst, New York. Our dedicated team of professionals is committed to providing top-notch brokerage services to meet all of your insurance needs. Whether you are looking for auto, home, life, or business insurance, we have you covered. With our extensive industry knowledge and personalized approach, you can trust us to find the best coverage options at competitive rates. Contact us today to experience the difference that Top Line Brokerage Services can make for you.
116 Lane St, Lindenhurst, NY 11757, United States -
The Ostrove Group Incorporated
● ClosedThe Ostrove Group Incorporated, located at 4 New King Street in New York, United States, is a renowned institution in the fields of health and insurance. Established in 1965 by Mitchell Wm. Ostrove, CLU, ChFC, the institution specializes in business insurance, estate planning, and financial analysis. With a strong focus on employee benefit plans, business and estate planning, and investment opportunities, The Ostrove Group assists businesses, families, and high net worth individuals in saving money and achieving their financial goals. Mitchell Ostrove offers a range of products and services through Ostrove Group - insurance and financial services, Ameritas Investment Company, LLC (AIC) - securities and investments, and Ameritas Advisory Services (AAS) - investment advisory services. The institution is dedicated to providing comprehensive planning solutions to its clients and is committed to helping them secure their financial future.
4 New King St # 101, West Harrison, NY 10604, United States -
Summer Street Capital Partners
● ClosedSummer Street Capital Partners is a finance institution located at 60 School Street in Orchard Park, New York, United States. As a private equity firm, Summer Street Capital Partners specializes in partnering with middle-market companies to provide strategic guidance and financial support for growth and expansion initiatives. With a team of experienced professionals and a proven track record of success, they are dedicated to helping businesses reach their full potential and achieve long-term success. Whether it's through capital investment, operational expertise, or strategic planning, Summer Street Capital Partners is committed to driving value and creating opportunities for their portfolio companies.
60 School St Suite 1420, Orchard Park, NY 14127, United States -
Thomas W Paul Ma Casac Cgp
● OpenThomas W Paul Ma Casac Cgp is a health institution located at 73 West Main Street in Macedon, New York, United States. Specializing in substance abuse counseling and mental health therapy, Dr. Thomas W Paul offers a compassionate and personalized approach to helping individuals overcome addiction and improve their overall well-being. With a Certified Alcoholism and Substance Abuse Counselor (CASAC) certification and Certified Group Psychotherapist (CGP) designation, Dr. Paul is dedicated to providing high-quality care and support to his patients.
73 W Main St, Macedon, NY 14502, United States -
Bond William
● OpenBond William is a premier health institution located at 475 Post Road in Scarsdale, New York, United States. Our dedicated team of healthcare professionals is committed to providing top-quality medical care and personalized treatment plans for our patients. With a focus on holistic wellness and preventive health measures, Bond William strives to improve the overall well-being of our community. Our state-of-the-art facility offers a wide range of medical services, including primary care, specialized treatments, and wellness programs. Trust Bond William to be your partner in health and wellness.
475 Post Rd, Scarsdale, NY 10583, United States -
Elite Business Services
● ClosedElite Business Services is a multifaceted institution located at 119-03 Jamaica Avenue in New York, United States. Specializing in accounting, finance, insurance, and real estate services, Elite Business Services is dedicated to providing top-notch professional assistance to individuals and businesses alike. With a team of experienced and knowledgeable experts, clients can trust that their financial and real estate needs will be handled with precision and care. Whether you need help with tax preparation, investment advice, insurance coverage, or property transactions, Elite Business Services is your go-to institution for all things related to accounting, finance, insurance, and real estate.
119-03 Jamaica Ave suite 104, Richmond Hill, NY 11418, United States -
Accumera LLC
● ClosedAccumera LLC is a leading financial institution located at 10 Colvin Avenue in Albany, New York, United States. Specializing in wealth management, investment advisory services, and financial planning, Accumera LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Accumera LLC offers a comprehensive range of financial solutions tailored to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Accumera LLC is here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.
10 Colvin Ave Suite 101, Albany, NY 12206, United States -
Gracie Point Property Consultants
● OpenGracie Point Property Consultants is a reputable law firm located at 37 Northern Boulevard in Greenvale, New York. Specializing in property law, their team of experienced lawyers provide expert advice and guidance on a wide range of real estate matters. Whether you are buying, selling, or leasing property, Gracie Point Property Consultants offers personalized services to meet your specific needs. Trustworthy and dedicated, they are committed to helping clients navigate the complexities of property transactions with ease and confidence. Contact them today for all your property legal needs.
37 Northern Blvd #130, Greenvale, NY 11548, United States -
Finkel Associates LLC
● ClosedFinkel Associates LLC is a highly respected consulting firm located at 98 4th Street in New York, United States. With a team of experienced professionals, we provide a wide range of services including strategic planning, financial analysis, and project management. Our commitment to excellence and customer satisfaction sets us apart from the competition. Contact us today to see how we can help you achieve your business goals.
98 4th St #222, Brooklyn, NY 11231, United States -
Dehm Associates, LLC
● OpenDehm Associates, LLC is a finance institution located at 4376 East Groveland Road in Geneseo, New York, United States. Specializing in financial services, Dehm Associates, LLC offers expert advice and assistance in investment management, retirement planning, and wealth management. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their future.
4376 E Groveland Rd, Geneseo, NY 14454, United States -
Syracuse Wealth Management
● ClosedSyracuse Wealth Management is a reputable financial institution located at 8135 Soule Road in New York, United States. Specializing in investments, retirement planning, estate planning, tax preparation, tax planning, and college planning, we have been providing principled financial solutions for over three decades. Our team of experienced financial consultants and accountants, led by partners Gary Lucas, Brenda Monk, and Ronald Pratt, collectively offer over 75 years of tax planning and investment expertise. We are dedicated to helping our clients achieve their financial goals and offer securities and advisory services through LPL Financial, a registered investment advisor. Please note that Syracuse Wealth Management and LPL Financial are separate entities, and our services are only available to residents of states where we are properly registered or licensed. Contact us today for all your financial needs.
8135 Soule Rd, Liverpool, NY 13090, United States -
Savicki Capital, LLC - Financial Advisor: Randy Savicki
● ClosedSavicki Capital, LLC, located at 23 Oxford Road in New Hartford, New York, offers financial advisory services under the leadership of Randy Savicki. Specializing in wealth management for individuals, businesses, and not-for-profits, Savicki Capital prides itself on providing exceptional financial solutions and building lifelong relationships based on trust and respect. Their team of experienced financial advisors offers services such as investing in Exchange-traded funds (ETFs), stocks, bonds, and mutual funds. With a focus on personalized service and a commitment to client satisfaction, Savicki Capital is dedicated to serving the communities of New Hartford, Utica, Rome, Clinton, Whitesboro, and beyond in Central New York. Trust Savicki Capital for all your investment advisory needs.
23 Oxford Rd, New Hartford, NY 13413, United States
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