Wealth management advisor in Cold Spring, New York

Jeffrey A. Shad BBA, MS, PA is a reputable accounting and finance institution located at 3590 U.S. 9 in Cold Spring, New York, United States. With a team of highly qualified professionals holding Bachelor's and Master's degrees in Business Administration, the institution offers expert financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Jeffrey A. Shad BBA, MS, PA is dedicated to providing top-notch solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, this institution is your go-to destination for all your accounting and finance needs.

Bristol Financial Services, Inc. is a full-service independent broker dealer located at 500 North Broadway in Jericho, New York, United States. Specializing in financial and retirement planning, Bristol offers a range of services including IRAs, 401K plans, mutual funds, annuities, life insurance, and college planning. Led by Certified Financial Planner Michael Hartzman, the team at Bristol is dedicated to helping clients meet their long-term financial goals. With a focus on tax-planning, asset allocation, risk management, retirement and estate planning, and long-term insurance planning, Bristol provides personalized and comprehensive financial solutions. The team includes experienced professionals such as Chief Operating Officer Randi Mason, Financial Advisor Amanda Khait, and Sales Assistant Diane Maurici-Dorta. Through their unique financial planning model, Bristol aims to exceed client expectations and build lasting relationships based on trust and loyalty. The institution also hosts an annual client appreciation brunch at the Cold Spring Country Club in Huntington, NY. With a commitment to confidentiality and security, Bristol Financial Services ensures that all client information is protected and handled with the utmost care.