TOP 10 Strategic investment management in New York, New York
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Nicholas Pepitone
● OpenWelcome to Nicholas Pepitone, your trusted partner in finance, conveniently located at 1540 Hylan Boulevard, Staten Island, New York. At Nicholas Pepitone, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is committed to helping you navigate the complexities of financial planning, investment management, and wealth preservation. Whether you're an individual seeking guidance on retirement planning or a business looking for strategic financial advice, we offer a comprehensive range of services designed to secure your financial future. Visit us today and discover how Nicholas Pepitone can help you achieve your financial goals with confidence and clarity.
1540 Hylan Boulevard, Staten Island, New York 10305, United States -
East West Bank
● ClosedWelcome to East West Bank, located at 1322-1328 Avenue U, Brooklyn, New York. Established in 1973 by visionary leaders in Los Angeles’s Chinatown, we began as a community bank dedicated to supporting immigrants who were often overlooked by mainstream financial institutions. Today, we continue that legacy, proudly serving as a financial bridge between East and West. Explore our world-class digital banking solutions that offer the flexibility you need to manage your finances from anywhere. Whether you are looking to open and fund a CD digitally or need a dedicated financial consultant to create an objective-based financial plan, East West Bank is here to support your financial journey.
1322-1328 Avenue U, Brooklyn, New York 11229, United States -
Springville Partners
● OpenWelcome to Springville Partners, your trusted financial experts located in the heart of Staten Island. Situated at 101 Ellis Street, Staten Island, New York 10307, we are dedicated to providing exceptional financial services to our community and beyond. At Springville Partners, we understand that navigating the financial landscape can be complex and daunting. That's why our team of experienced professionals is here to offer personalized solutions tailored to meet your unique needs and goals. Whether you're seeking investment advice, retirement planning, tax strategies, or wealth management, we pride ourselves on delivering comprehensive and strategic financial guidance. Our client-centric approach ensures that we build lasting relationships based on trust, transparency, and integrity. We are committed to empowering you with the knowledge and tools necessary to make informed financial decisions.
101 Ellis Street, Staten Island, New York 10307, United States -
Power Processing
● OpenWelcome to Power Processing, your trusted partner in financial solutions located in the heart of Smithtown, New York. Situated at 1020 West Jericho Turnpike, we are committed to empowering individuals and businesses with innovative financial services tailored to meet your unique needs. Our team of experienced professionals is dedicated to providing personalized guidance and strategic insights to help you achieve your financial goals. Whether you're looking for investment advice, wealth management, or comprehensive financial planning, Power Processing is here to support you every step of the way. Visit us today and discover how we can help you navigate the complexities of the financial world with confidence and ease.
1020 West Jericho Turnpike, Smithtown, New York 11787, United States -
Lee Neugebauer - Morgan Stanley
● OpenWelcome to Lee Neugebauer - Morgan Stanley, your trusted partner in navigating the complex world of finance. Conveniently located at 888 Veterans Memorial Highway in Hauppauge, New York, we are dedicated to offering personalized financial services tailored to meet your unique goals and aspirations. At Lee Neugebauer - Morgan Stanley, we understand that financial planning is a journey, and we are here to guide you every step of the way. With a commitment to excellence and a focus on building long-term relationships, our team of experienced professionals provides a comprehensive range of services, including wealth management, investment strategies, retirement planning, and more.
888 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
Alan P. Todd - Morgan Stanley
● OpenWelcome to Alan P. Todd - Morgan Stanley, your trusted partner in financial planning and investment management. Conveniently located at 888 Veterans Memorial Highway in Hauppauge, New York, we are dedicated to helping you achieve your financial goals with personalized and strategic solutions. Our team of experienced financial advisors is committed to providing exceptional service, tailored advice, and a comprehensive range of investment products to meet your unique needs. At Alan P. Todd - Morgan Stanley, we understand that every client's financial journey is different. Whether you are planning for retirement, managing your wealth, or seeking investment opportunities, we offer a wide array of services designed to guide you through every stage of your financial life. Our approach is client-focused, ensuring that we listen to your aspirations and work collaboratively to develop strategies that align with your objectives.
888 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
Madison Parker Finance
● ClosedWelcome to Madison Parker Finance, where we redefine the landscape of financial opportunities for businesses and individuals alike. Located at 1383 Veterans Memorial Highway, Hauppauge, New York, we are your trusted partner in finance, dedicated to empowering you with the capital solutions necessary for sustainable growth and financial independence. At Madison Parker Finance, we pride ourselves on our precision and intelligent analytics, which guide every capital disbursement. Our investment solutions are meticulously crafted to ensure that our partner companies have the resources they need to thrive in a competitive market. We believe that access to capital is a fundamental right, and our mission is to accelerate its infusion into the American economy, thereby enhancing opportunities for all.
1383 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
WizdomFinancial Advisors LLC
● OpenWelcome to WizdomFinancial Advisors LLC Located in the heart of Islandia, New York, WizdomFinancial Advisors LLC is your trusted partner in navigating the complexities of personal and business finance. Situated at 1377 Motor Parkway, our team of seasoned financial experts is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals.
1377 Motor Parkway, Islandia, New York 11749, United States -
Chase ATM
● OpenWelcome to Chase ATM, conveniently located at 1455 Veterans Memorial Highway, Islandia, New York 11749, United States. As a trusted financial service provider, we are committed to meeting all your banking needs efficiently and securely. Our Islandia location offers a wide range of financial services tailored to both personal and business needs. With our advanced ATM facilities, you can easily access your accounts, withdraw cash, and perform various banking transactions at your convenience.
1455 Veterans Memorial Highway, Islandia, New York 11749, United States -
Anthony Buglino CPA IAR
● OpenWelcome to Anthony Buglino CPA IAR, your trusted partner in financial excellence located in Hauppauge, New York. Situated at 140 Fell Court, our firm is dedicated to providing top-notch financial services tailored to meet the unique needs of individuals and businesses alike. With a strong commitment to integrity and professionalism, Anthony Buglino CPA IAR offers a comprehensive range of services including accounting, tax planning and preparation, financial consulting, and investment advisory. Our experienced team is here to guide you through the complexities of financial management, ensuring your financial health and success. Whether you're looking for personal financial advice or strategic business solutions, we are here to help. Visit us today and discover how we can assist you in achieving your financial goals with precision and confidence.
140 Fell Court, Hauppauge, New York 11788, United States -
R.W. Rogé & Company
● ClosedWelcome to R.W. Rogé & Company, your trusted partner in financial excellence located at 1 Corporate Drive, Bohemia, New York. With decades of experience in the finance industry, we are committed to helping individuals and businesses achieve their financial goals through personalized and strategic guidance. Our team of seasoned professionals offers a comprehensive range of services, including investment management, financial planning, retirement solutions, and wealth management. At R.W. Rogé & Company, we pride ourselves on building long-lasting relationships with our clients, ensuring that their financial future is secure and prosperous. Discover the difference that dedicated expertise and a client-centric approach can make. Visit us today and take the first step toward financial success.
1 Corporate Drive, Bohemia, New York 11716, United States -
ATM Machine at Lux House LI, LLC
● OpenATM Machine at Lux House LI, LLC Welcome to ATM Machine at Lux House LI, LLC, your premier destination for ATM services in Deer Park, New York. Conveniently located at 1883 Deer Park Avenue, we are dedicated to providing top-notch ATM solutions for individuals and businesses alike.
1883 Deer Park Avenue, Deer Park, New York 11729, United States -
HD Vest Financial Services
● OpenWelcome to HD Vest Financial Services, your trusted partner in financial planning and investment management, located conveniently at 539 Islip Avenue, Islip, New York. We specialize in providing personalized financial solutions tailored to meet the unique needs of individuals, families, and businesses in our community. At HD Vest Financial Services, we understand that financial goals and circumstances vary greatly. Our experienced team is dedicated to helping you navigate the complexities of financial planning, whether you're looking to secure your retirement, save for a child's education, or manage your investments. We pride ourselves on offering comprehensive services, including tax planning, estate planning, risk management, and wealth management, all designed to help you achieve your financial aspirations.
539 Islip Avenue, Islip, New York 11751, United States -
International Financial Group Ltd
● ClosedWelcome to International Financial Group Ltd, your trusted partner in navigating the complex world of finance. Conveniently located at 208 Front Street, Greenport, New York, our firm is dedicated to providing comprehensive financial services tailored to meet the unique needs of our diverse clientele. At International Financial Group Ltd, we specialize in delivering personalized financial solutions that encompass investment management, financial planning, risk assessment, and wealth management. Our team of experienced financial advisors is committed to helping you achieve your financial goals through strategic planning and informed decision-making.
208 Front Street, Greenport, New York 11944, United States -
Janney Montgomery Scott LLC
● ClosedWelcome to Janney Montgomery Scott LLC, your trusted partner in financial services located at 1116 Main Road, Riverhead, New York. As a leading financial firm, we are dedicated to providing personalized investment solutions and comprehensive wealth management services tailored to meet the unique needs of our clients. Our team of experienced financial advisors is committed to helping individuals, families, and businesses achieve their financial goals through strategic planning and insightful guidance. Whether you are looking to invest for the future, plan for retirement, or manage your assets, Janney Montgomery Scott LLC offers the expertise and resources to support your financial journey. Visit us in Riverhead to discover how we can help you build a secure and prosperous financial future.
1116 Main Road, Riverhead, New York 11901, United States -
Merrill Lynch Financial Advisor Eugene Christensen
● ClosedWelcome to Merrill Lynch Financial Advisor Eugene Christensen, your trusted partner in navigating the complex world of finance. Conveniently located at 450 Old Country Road, Riverhead, New York, our office is dedicated to providing personalized financial guidance and comprehensive wealth management solutions tailored to meet your unique needs and goals. With years of experience in the financial industry, Eugene Christensen is committed to helping individuals, families, and businesses achieve financial success through strategic planning and informed decision-making. Whether you're looking to invest for the future, plan for retirement, or manage your wealth, our expert services are designed to empower you with confidence and clarity.
450 Old Country Road, Riverhead, New York 11901, United States -
Merrill Lynch Financial Advisor Scott Neuberger
● ClosedWelcome to Merrill Lynch Financial Advisor Scott Neuberger, where your financial future is our priority. Located at 450 Old Country Road, Riverhead, New York, our mission is to understand your unique financial goals and help you achieve them through personalized planning and strategic investment. With access to Merrill's extensive range of investment solutions and Bank of America's banking products, we provide you with timely market insights and global economic updates to keep you on track. At the heart of our approach is a commitment to listen and understand what matters most to you. Whether you're planning for future healthcare expenses, preparing for college, considering a major purchase, or aiming to pass on wealth to the next generation, we work with you to create a comprehensive plan that aims to manage, grow, and preserve your wealth for years to come.
450 Old Country Road, Riverhead, New York 11901, United States -
Merrill Lynch Financial Advisor Michael T Lagnese
● ClosedWelcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.
450 Old Country Road, Riverhead, New York 11901, United States -
CDReload Instant Bitcoin
● OpenWelcome to CDReload Instant Bitcoin, your trusted partner for easy and quick Bitcoin transactions in Riverhead, New York. Conveniently located at 1140 Old Country Road, we specialize in providing seamless access to Bitcoin, whether you're a first-time buyer or a seasoned investor. Our Services: - Instant Bitcoin Purchase: With over 16,000 locations nationwide, buying Bitcoin has never been easier. Simply visit any participating store, add cash at the register, and convert it instantly into Bitcoin—no banks or ATMs required.
1140 Old Country Road, Riverhead, New York 11901, United States -
Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. As a trusted partner in finance, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team is equipped with an array of prestigious certifications that demonstrate our commitment to excellence and ethical practices in financial advising. Our expertise spans a broad spectrum, including asset management, estate planning, retirement strategies, and investment opportunities tailored for retirees and small business owners. We are proud to hold advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others.
50 Station Road, Water Mill, New York 11976, United States -
Merrill Lynch Financial Advisor Harry L Hackett
● ClosedWelcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.
57 Hampton Road, Southampton, New York 11968, United States -
Merrill Lynch Financial Advisor Nicole Behrens
● ClosedWelcome to Merrill Lynch Financial Advisor Nicole Behrens, your trusted partner in navigating the complex world of finance. Located at 57 Hampton Road, Southampton, New York, Nicole Behrens offers a comprehensive suite of financial services designed to help you achieve your financial goals. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, Nicole provides personalized wealth management strategies tailored to your unique needs and aspirations. At Merrill Lynch, we believe that managing your wealth begins with a deep understanding of your full financial picture. Nicole Behrens is dedicated to understanding what matters most to you, crafting strategies that are as flexible as today's changing market conditions. By leveraging the investment insights of Merrill and the banking convenience of Bank of America, Nicole can help you pursue your financial goals through informed and strategic decision-making.
57 Hampton Road, Southampton, New York 11968, United States -
Merrill Lynch Financial Advisor Kevin P Dehler
● ClosedWelcome to Merrill Lynch Financial Advisor Kevin P Dehler, your trusted partner in wealth management located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor with access to an expansive array of investment solutions from Merrill and banking products from Bank of America, Kevin P Dehler is committed to helping you navigate the complexities of today’s financial landscape. Understanding that managing your wealth begins with a comprehensive understanding of your unique financial picture, Kevin offers personalized strategies that align with what matters most to you. By leveraging timely insights on market trends and the global economy, he aims to keep you informed and on track towards your financial goals.
57 Hampton Road, Southampton, New York 11968, United States -
Joseph M. Faller - Wilmington Advisors @ M&T
● ClosedWelcome to Joseph M. Faller - Wilmington Advisors @ M&T, your trusted partner in financial planning and wealth management, conveniently located at 295 North Sea Road, Southampton, New York. As a premier financial advisory firm, we are dedicated to helping individuals, families, and businesses achieve their financial goals with personalized and strategic solutions. Our team of experienced advisors is committed to providing expert guidance in investment management, retirement planning, estate planning, and more. We understand the unique financial landscape of the Southampton community and strive to deliver tailored advice that aligns with your specific needs and aspirations.
295 North Sea Road, Southampton, New York 11968, United States -
Charles Schwab
● ClosedWelcome to Charles Schwab, your trusted partner in navigating the world of finance, conveniently located at 16 Hill Street, Southampton, New York. At Charles Schwab, we are committed to providing personalized financial solutions tailored to meet your unique needs and goals. Our team of experienced professionals is dedicated to helping you achieve financial success through a comprehensive range of services, including investment management, retirement planning, and wealth advisory. Whether you're an individual investor seeking guidance or a business owner looking for strategic financial advice, we are here to support you every step of the way. Our client-centric approach ensures that you receive the attention and expertise necessary to make informed decisions and secure your financial future.
16 Hill Street, Southampton, New York 11968, United States -
CDReload Instant Bitcoin
● OpenWelcome to CDReload Instant Bitcoin, your local gateway to the world of cryptocurrency, conveniently located at 87 Sunset Avenue, Westhampton Beach, New York. As a leading finance business, we specialize in making Bitcoin transactions effortless and accessible, right in your neighborhood. At CDReload Instant Bitcoin, we offer a seamless experience for buying and sending Bitcoin. With over 16,000 locations nationwide, you can easily add cash at the register and transform it into Bitcoin instantly—no need for banks or traditional ATMs. Our user-friendly Bitcoin ATMs are strategically placed across the country, allowing you to purchase Bitcoin with cash by simply scanning your wallet QR code, depositing your cash, and receiving your Bitcoin immediately.
87 Sunset Avenue, Westhampton Beach, New York 11978, United States -
Oppenheimer & Co. Inc.
● OpenWelcome to Oppenheimer & Co. Inc., located at 11A Sunset Avenue, Westhampton Beach, New York. As a leading global financial institution, we specialize in Wealth Management, Capital Markets, and Investment Banking solutions. Since 1881, we have been crafting customized strategies to meet the unique goals of our clients, leveraging our extensive experience, resources, research, and knowledge to make a positive impact on society and improve our communities. Our team of dedicated Financial Professionals is here to guide you through all your wealth management needs. With a focus on delivering deep insight and expertise in financial planning, we drive investment ideas and opportunities to help you achieve your personal goals. At Oppenheimer, we pride ourselves on our powerful thinking—whether it's providing unmatched expertise for municipalities, institutions, and emerging growth companies, or offering strategic advisory and capital market strategies backed by over a century of industry expertise.
11A Sunset Avenue, Westhampton Beach, New York 11978, United States -
CDReload Instant Bitcoin
● OpenWelcome to CDReload Instant Bitcoin, your local gateway to the world of cryptocurrency, located at 516 Montauk Highway, Center Moriches, New York. As a leading finance business, we make buying and sending Bitcoin as easy as pie—each and every time. With over 16,000 locations nationwide, CDReload offers unparalleled convenience. Simply visit any of our locations, add cash at the register, and instantly convert it into Bitcoin. Forget the hassle of banks or traditional ATMs; enjoy direct and swift access to cryptocurrency.
516 Montauk Highway, Center Moriches, New York 11934, United States -
CDReload Instant Bitcoin
● OpenWelcome to CDReload Instant Bitcoin – Your Gateway to Effortless Cryptocurrency Transactions! Located at 311 Main Street, CVS Plaza, Center Moriches, New York 11934, CDReload Instant Bitcoin offers a seamless way to buy and send Bitcoin. Our mission is to simplify your cryptocurrency experience, making it as easy as pie every time you engage with us.
311 Main Street Cvs Plaza, Center Moriches, New York 11934, United States -
CDReload Instant Bitcoin
● OpenWelcome to CDReload Instant Bitcoin, your go-to destination for easy and convenient Bitcoin transactions. Located at 139 East Main Street, Waterville, New York 13480, we specialize in providing seamless access to cryptocurrency for everyone, from beginners to seasoned investors. At CDReload Instant Bitcoin, we make buying and sending Bitcoin as easy as pie. With over 16,000 locations nationwide, you can simply visit any participating store, add cash at the register, and instantly convert it into Bitcoin—no banks or ATMs required. Our user-friendly Bitcoin ATMs are strategically placed across the country, allowing you to buy Bitcoin with cash effortlessly. Just scan your wallet QR code, deposit your cash, and receive your Bitcoin instantly.
139 East Main Street, Waterville, New York 13480, United States
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