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TOP 30 Specialized risk management in New York, NY
1046 results found
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Mark Wells - Financial Advisor, Ameriprise Financial Services, LLC
Mark Wells is a Financial Advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road, Latham, New York, United States. Mark Wells holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, CAS®, CASL®, CDFA®, CEP™, CExP™, CFA®, CFP®, CFS®, ChFC®, ChSNC™, CIMA®, CKATM, CLTC, CLU®, CPWA®, CRC®, CRPC®, CRPS®, CTFA, CWPP™, FSCP®, MSFS, RICP®, WMCP™. Mark Wells specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, investment strategies, retirement planning, estate planning, and risk management, Mark Wells is dedicated to helping clients achieve their financial goals with integrity and expertise. Contact Mark Wells today for personalized financial advice tailored to your unique needs and objectives.
Philip Madonna - Financial Advisor, Ameriprise Financial Services, LLC
Philip Madonna is a Financial Advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road in Albany, New York, United States. He 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various aspects of finance including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Philip Madonna is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients.
George Amedore III - Financial Advisor, Ameriprise Financial Services, LLC
George Amedore III is a financial advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road, Albany, New York, United States. He holds various certifications such as 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and various other financial services. George Amedore III is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
Merrill Lynch Financial Advisor Erick L Richardson
Merrill Lynch Financial Advisor Erick L Richardson, located at 449 New York 146, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. Get timely insights on market trends and global economy to help you make informed decisions. The SiRiCa Group, led by Todd Silaika, CFP®, CPWA® CAIA, specializes in helping clients redefine retirement and use their wealth to support new endeavors. The team focuses on retirement wealth strategies, offering expertise in corporate benefit plans and retirement income tax laws. With a risk-based investment philosophy, the team aims to generate reliable income and help clients make their wealth last. By creating strategic allocation of investment assets and selecting appropriate investments, they assist clients in pre-retirement planning, tax minimization strategies, and wealth transfer. Utilizing Merrill's advanced technology and Bank of America's banking convenience, clients have access to a wide range of products and services. The team emphasizes sustainable cash flow over chasing indexes or markets, using fixed-income securities, bond ladders, stocks, and alternative investments to build portfolios. With relationships across Merrill Lynch Wealth Management, clients receive tailored support from specialists to meet their individual needs. By connecting life and finances, Merrill advisors help clients make informed decisions as they pursue their financial goals. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a broad range of brokerage, investment advisory, and other services to help clients build a secure financial future.
Wentworth Financial Partners
Wentworth Financial Partners is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in Risk Management & Insurance Solutions for the Independent RIA, Wentworth Financial Partners can be your partner in uncovering opportunities for you and your clients. As a company and product agnostic institution, the focus is always on the client's needs and goals. With access to over 80 life insurance, long-term care insurance, disability insurance, and annuity companies, Wentworth Financial Partners provides a wide range of resources for advisors and clients to leverage. The institution's independent offices located throughout the United States ensure that virtually no area is left unserviced. Committed to supporting the entrepreneurial spirit, Wentworth Financial Partners prioritizes the independent nature of every client, always putting their clients first. With a focus on offering world-class solutions for asset accumulation, protection, and distribution, Wentworth Financial Partners' advisors create tailored solutions through knowledge, research, and clear marketing concepts. Services include annuities to protect assets and provide lifetime income, estate planning to reduce taxes and unnecessary expenses, and succession planning to determine control and wealth distribution within a business. Wentworth Financial Partners operates as an insurance sales agency throughout the United States, providing a cutting-edge insurance platform for Registered Investment Advisors.
Doerr & Hall CPAs LLP
Doerr & Hall CPAs LLP is a reputable accounting and finance institution located at 32 Maiden Lane in Kingston, New York, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and auditing. Clients can trust Doerr & Hall CPAs LLP to provide accurate and reliable financial solutions to help them achieve their goals.
Rockhopper Technologies
Rockhopper Technologies is a cutting-edge institution located at 6751 Richmond Mills Road in Livonia, New York. As a leading technology company, we specialize in providing innovative solutions for businesses looking to stay ahead in the digital age. Our team of experts is dedicated to delivering top-notch services in areas such as software development, cybersecurity, and IT consulting. With a focus on quality and customer satisfaction, Rockhopper Technologies is the go-to choice for businesses seeking reliable and efficient technology solutions.
Wohlfarth & Associates, Inc.
Wohlfarth & Associates, Inc. is a reputable real estate agency located at 890 West End Avenue in New York, New York, United States. With a team of experienced professionals, they specialize in providing top-notch real estate services to clients looking to buy, sell, or rent properties in the bustling New York City market. Whether you are a first-time homebuyer or a seasoned investor, Wohlfarth & Associates, Inc. is dedicated to helping you find the perfect property to meet your needs. Contact them today to start your real estate journey with confidence and peace of mind.
Financial Planning & Analysis Network Solutions
Financial Planning & Analysis Network Solutions is a leading institution located at 85 Broad Street in the heart of New York City. Specializing in accounting and finance, our team of experts provides innovative solutions for businesses looking to optimize their financial planning and analysis processes. Whether you are a small startup or a large corporation, our services are tailored to meet your specific needs and help you achieve your financial goals. Join us at Financial Planning & Analysis Network Solutions and let us help you take your business to the next level.
L Z Home Improvement Inc
L Z Home Improvement Inc is a general contractor located at 33 Ridge Avenue, Putnam Valley, New York, United States. Whether you need full construction or just an installation, our experienced team can handle projects for both private homes and businesses. Take a look at our recent work to see the quality of our craftsmanship. Don't let maintenance tasks pile up and risk further damage to your home. Call us for a free consultation and let us take care of your honey-do list. We specialize in installing quality windows that offer benefits such as lower energy consumption, UV ray filtration, security, and comfort.
Jal Diversified
Jal Diversified is a leading institution located at 7201 4th Avenue in New York, United States. We specialize in offering a wide range of diversified services to meet the needs of our clients. Our team of experienced professionals is dedicated to providing top-notch solutions in various fields such as finance, real estate, consulting, and more. With a commitment to excellence and customer satisfaction, Jal Diversified is the go-to institution for all your diversified needs. Visit us today to experience the difference.
Total Quality Services
Total Quality Services is a leading institution located at 81 Clinton Road in New Hartford, New York. We specialize in providing top-notch quality services to our clients, helping them achieve their business goals and objectives. Our team of experienced professionals is dedicated to delivering excellence in every aspect of our work, ensuring that our clients receive the highest level of service. Whether you need consulting, training, or support services, Total Quality Services is here to help you succeed. Contact us today to learn more about how we can assist you in reaching your full potential.
AFP Analytics
AFP Analytics is a leading institution located at 2479 Lake Road North in Hilton, New York. We specialize in providing comprehensive financial analysis and planning services to individuals and businesses. Our team of experienced analysts and advisors are dedicated to helping our clients make informed decisions to achieve their financial goals. Whether you need assistance with investment strategies, retirement planning, or risk management, AFP Analytics is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Law Officies of U.S. Immigration Assist
The Law Offices of U.S. Immigration Assist is a legal institution located at 499 South Warren Street, Syracuse, New York, United States. Specializing in immigration law, our team of experienced lawyers is dedicated to providing assistance with all aspects of the immigration process. We partner with Adyen, a trusted payment platform, to ensure secure transactions for our clients. With RevenueProtect, an integrated risk management system, Adyen guarantees the safety of all payments.
Salandra & Serluca
Salandra & Serluca is a reputable accounting and finance institution located at 550 Mamaroneck Avenue in Harrison, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and advisory services. Clients can trust Salandra & Serluca to provide expert guidance and support in all their financial needs. Visit them today to experience top-notch accounting and finance services in the heart of New York.
DMA - DuCharme, McMillen & Associates, Inc.
DMA - DuCharme, McMillen & Associates, Inc. is a leading finance institution located at 411 Theodore Fremd Avenue, Rye, New York, United States. Specializing in various areas of corporate taxation, including property tax, sales tax, value added tax, and more, DMA has been providing expert solutions to tax challenges for over 50 years. With a focus on minimizing taxes, improving tax administration efficiency, and managing compliance obligations, DMA offers industry-leading technology solutions to help companies achieve their financial goals. Join our team of dedicated professionals and experience excellent client service at DMA. Contact us at 1 800-309-2110 or visit our corporate headquarters in Fort Wayne, Indiana.
Money Tax Tax Services
Money Tax Tax Services is a reputable accounting and finance institution located at 3509 White Plains Road in New York, United States. Our dedicated team of professionals specializes in providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, filing, planning, or any other financial services, we are here to assist you every step of the way. Trust Money Tax Tax Services to handle all of your accounting and finance needs with precision and expertise.
Metropolitan Capital
Metropolitan Capital Tax & Wealth Management, located at 2801 Emmons Avenue in New York, United States, is a comprehensive financial institution specializing in accounting, finance, and legal services. Since 2006, our mission has been to provide clients with personalized wealth management strategies to minimize taxes and maximize wealth. We believe in integrating tax planning into financial planning, as taxes are often the largest lifetime expense for most individuals. Our team is dedicated to understanding each client's unique tax situation to develop effective financial plans that align with their goals. We emphasize the importance of reviewing tax returns to make informed investment decisions and prioritize client education on tax implications. At Metropolitan Capital, we strive for professional excellence and unwavering dedication to client service. Our commitment to tax planning as a key component of building wealth sets us apart from traditional advisors. Securities and Advisory Services offered through Osaic Wealth, Inc., Member FINRA, SIPC. Insurance and tax services are provided through Metropolitan Capital Tax & Wealth Management, Inc., an independent entity. Please note that investments in securities involve risk, and we recommend consulting with a professional before making any financial decisions. Our services are available to individuals residing in select states, and we do not endorse any content on social media platforms. When you access third-party websites through our site, you assume responsibility for any risks associated with their use. Contact us today to learn more about our personalized financial planning services.
True Partners Consulting, LLC
True Partners Consulting, LLC is an accounting and finance institution located at 1185 6th Avenue in New York, United States. We specialize in securing organizations through a practical approach to vulnerability management, including small capital projects in audit plans and U.S. labor trends such as fair pay, equity, and transparency. Our partnership with Baker Tilly allows us to offer end-to-end compliance solutions for prevailing wage and apprenticeship requirements. We pride ourselves on seeing beyond the obvious to guide our clients towards their goals. Our services include managing cybersecurity and data governance risks, as well as providing solutions for IRA, ESG, and cybersecurity strategies. Join us on a journey towards a promising future, where we promise to know every aspect of your business. As an independent member of Baker Tilly International, we are dedicated to exceptional client service, regional expertise, and community impact. Meet our diverse and dynamic team, and discover the opportunities for professional growth and skill advancement that we offer.
VAT IT
VAT IT is a finance institution located at 11 Park Place, New York, New York, United States. They specialize in helping businesses reclaim VAT, saving them time and resources. With over two decades of experience and industry-leading technology, VAT IT maximizes both foreign and domestic VAT refunds without any risks of errors or compliance issues. Their team of 800 global tax specialists is dedicated to ensuring accurate and compliant VAT claims, with a 95% success rate for timely refunds. VAT IT is the largest VAT recovery firm in the market, partnering with leading expense management systems to make the process easier for clients. They are ISO27001 and GDPR compliant, ensuring security and compliance with local VAT policies in 175 countries. VAT IT offers a tech-enabled platform for clients to track and manage their claims, as well as a personalized and consultative approach to client service. They work with a variety of industries, including automotive, aviation, construction, consulting, engineering, manufacturing, pharmaceuticals, retail, and telecommunications, to help them reclaim VAT on eligible expenses. Contact VAT IT today to explore your refund possibilities.
Trinity Accounting & Insurance
Trinity Accounting & Insurance is a reputable institution located at 120 East Hoffman Avenue in Lindenhurst, New York, United States. Specializing in accounting, finance, and insurance services, Trinity provides expert guidance and support to individuals and businesses alike. With a team of experienced professionals, Trinity Accounting & Insurance is dedicated to helping clients navigate the complexities of financial management and risk mitigation. Whether you need assistance with tax preparation, investment planning, or finding the right insurance coverage, Trinity is here to provide personalized solutions tailored to your specific needs. Trust Trinity Accounting & Insurance for all your financial and insurance needs.
Corporate Banking
Corporate Banking is a financial institution located in Rochester, New York, United States. Specializing in providing financial services to corporations and businesses, Corporate Banking offers a range of services including lending, treasury management, investment banking, and risk management. With a team of experienced professionals, Corporate Banking is committed to helping businesses achieve their financial goals and navigate the complex world of corporate finance. Whether you are looking to secure a loan, manage your cash flow, or explore investment opportunities, Corporate Banking is dedicated to providing personalized solutions to meet your unique needs.
Boca Pharmacy
Boca Pharmacy is a health institution located at 22121 Jamaica Avenue in New York, United States. As a pharmacy and store, Boca Pharmacy Group aims to make the transition for clients as easy as possible. The dedicated staff, including Director of Client Success Natalie Muniz and Sales Operations Associate Bryan Velez, come from underserved communities and understand the needs of high-risk patients. Director of Client Services Stephanie Rosario and Director of Client Development Joe Rothman work tirelessly to ensure that patients receive the medication and support they need for improved health outcomes. Boca Pharmacy Group offers specialty pharmacy services to thousands of patients at more than 43 FQHCs nationally, providing increased access to medication, improved adherence, and better outcomes for high-risk patients. Contact Boca Pharmacy Group at Hello@BocaPharmacyGroup.com or call 844-340-2622 to learn more about how they can help your covered entity improve health outcomes for high-risk patients.
All About Shipping
All About Shipping is a finance institution located at 4403 15th Avenue in New York, United States. Our dedicated team specializes in providing financial services and solutions tailored specifically for the shipping industry. With years of experience and expertise in maritime finance, we are committed to helping our clients navigate the complexities of the shipping industry and achieve their financial goals. Whether you are looking to secure funding for a new vessel, optimize your financial strategy, or manage risk, All About Shipping is here to support you every step of the way. Contact us today to learn more about how we can help you succeed in the world of shipping finance.
LaserShip
LaserShip is a last-mile e-commerce delivery institution located at 3601 47th Avenue in New York, United States. With the largest 1 and 2 day ground footprint, LaserShip is able to deliver faster to meet customers' expectations and build brand loyalty. By specializing in small packages, they save on facility space and transportation expenses, resulting in lower shipping costs for clients. Serving 35 states and Washington, D.C., LaserShip delivers where customers are located. They offer a proven alternative to single-carrier shipping strategies, helping to mitigate risk, save money, and increase flexibility. LaserShip also provides exciting delivery opportunities for professionals who are passionate about customer experience, have a positive attitude, and attention-to-detail. In times of need, LaserShip uses their geographical footprint and infrastructure to aid in disaster recovery, hunger relief, community health improvement, and more.
Flagstar Commerical & Private Banking
Flagstar Commercial & Private Banking is a trusted financial institution located at 68 South Service Road in Melville, New York. Specializing in ATM services, banking, and finance, Flagstar offers a wide range of commercial and private banking solutions to meet the needs of businesses and individuals. With a commitment to providing personalized service and innovative financial products, Flagstar is dedicated to helping clients achieve their financial goals. Visit us today to experience the convenience and expertise of Flagstar Commercial & Private Banking.
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