Wealth management training in New York

R 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.

Primerica is a reputable insurance agency located at 297 Mill Street in Poughkeepsie, New York, United States. With a focus on providing financial security and protection for individuals and families, Primerica offers a wide range of insurance products and services. Whether you are looking for life insurance, health insurance, or retirement planning, Primerica has knowledgeable agents who are dedicated to helping you find the right coverage to meet your needs. Trust Primerica to provide reliable and personalized insurance solutions to help you safeguard your future.

TheAuditionHelper.com is a premier institution located at 250 West 50th Street in New York, New York, United States. Our founder, Jeremy, is a Tony Nominated actor with a wealth of experience in the industry, including roles in acclaimed productions like Clyborne Park and Ma Rainey’s Black Bottom. At The Audition Helper, we offer personalized audition coaching sessions via video conferencing to help actors of all levels improve their skills and grow in their craft. Upload a video of your audition for immediate feedback or schedule a session with Jeremy to see immediate growth and improvement in your performances. Your first audition coaching session is always free, so don't hesitate to take the next step in your acting career with The Audition Helper.

Cara Grimes is a renowned doctor specializing in Advanced Urogynecology and Female Pelvic Medicine and Reconstructive Surgery, located at 689 Mamaroneck Avenue in Mamaroneck, New York. As the Chief of the Division at Westchester Medical Center, Dr. Grimes brings a wealth of experience and expertise to her practice. She is board certified in Obstetrics and Gynecology and Female Pelvic Medicine and Reconstructive Surgery, with a focus on treating pelvic floor disorders such as prolapse, incontinence, and defecatory dysfunction. Dr. Grimes completed her training at prestigious institutions such as Dartmouth-Hitchcock Medical Center, Johns Hopkins Hospital, and the University of California San Diego. She is a member of several professional organizations including the American College of Obstetricians and Gynecologists, American Urogynecologic Society, and Society for Gynecologic Surgeons.

Lauren Fahrenkopf is a health institution located at 4080 New York 28, Boiceville, New York, United States. The institution specializes in physiotherapy services. The team at Lauren Fahrenkopf includes experienced professionals such as Patrick, Heath, Lauren, Matt, Anna, Sarah, Hunter, Noel, and Charissa, who have a wealth of knowledge and expertise in the field of physical therapy. Patrick, Heath, and Lauren have completed advanced degrees in physical therapy and have specialized in various areas such as sports rehabilitation, prenatal and postpartum care, and musculoskeletal disorders. Matt, Anna, Sarah, Hunter, Noel, and Charissa also bring valuable skills and experience to the practice, with backgrounds in athletic training, occupational therapy, and physical therapist assistance. The team at Lauren Fahrenkopf is dedicated to providing evidence-based, patient-centered care to help individuals recover from injuries, manage chronic conditions, and improve their overall health and wellness. Whether you are in need of rehabilitation after surgery, treatment for a specific condition, or general physical therapy services, Lauren Fahrenkopf is committed to helping you achieve your goals and improve your quality of life.

Janice L. Tona, PhD is a reputable health institution located at 26 Pino Alto Court in Buffalo, New York. Specializing in physiotherapy, Dr. Tona offers expert care and treatment for a wide range of physical ailments and injuries. With a PhD in the field, Dr. Tona brings a wealth of knowledge and experience to her practice, ensuring that patients receive the highest quality care possible. Whether you are recovering from an injury, managing a chronic condition, or simply looking to improve your overall physical well-being, Janice L. Tona, PhD is dedicated to helping you achieve your health goals.

Marcia Krebs is a renowned institution located at 601 Elmwood Avenue in Rochester, New York, United States. Specializing in the field of medicine, specifically in Hematology/Oncology, Marcia Krebs is led by Professor of Clinical Medicine with a wealth of experience and expertise. With a Fellowship in Hematology & Oncology from Washington University in St. Louis and a background in Internal Medicine, the institution is dedicated to providing top-notch healthcare services to its patients. Marcia Krebs has been recognized for her contributions to the field, receiving accolades such as the Internal Medicine House Staff Community Service Award. The institution has also been involved in various research projects and publications, showcasing their commitment to advancing medical knowledge and patient care. With a focus on neuroimmunology, pain management, and subspecialty consultations in Hematology and Oncology, Marcia Krebs is a trusted healthcare provider in the community.

Divaya Bhutani, MD, located at 161 Fort Washington Avenue in New York, New York, is a renowned institution specializing in multiple myeloma therapies and treatment strategies. Dr. Bhutani is a hematologist and oncologist at NewYork-Presbyterian Lawrence Hospital, with a focus on cancer care, blood disorders, and benign hematology. As an assistant professor of medicine at Columbia University Irving Medical Center, Dr. Bhutani is a respected expert in the field of myeloma and is a member of prestigious professional organizations such as the American Society of Clinical Oncology and the American Society of Hematology. Dr. Bhutani's research has been widely published in medical journals and presented at major conferences, showcasing his dedication to advancing the field of oncology. With a medical education from Government Medical College in India and training at renowned institutions such as James J. Peters VA Medical Center and Karmanos Cancer Institute, Dr. Bhutani brings a wealth of knowledge and expertise to his practice.

Olle Sahler, MD is a renowned institution located at 601 Elmwood Avenue in Rochester, New York, United States. Specializing in Pediatrics, Adolescent Medicine, Adolescent Eating Disorders, and Adolescent Gender Health Services, this institution is led by Dr. Olle Sahler, who serves as a Professor in the Department of Pediatrics, Hematology and Oncology at the University of Rochester Medical Center. With a wealth of experience and accolades, including awards for Music Therapy Advocacy and Community Partner Service-Learning Champion, Dr. Sahler is dedicated to providing high-quality care to his patients. The institution offers a range of services and conducts research in areas such as psychosocial training programs, pain management, and social competence in childhood brain tumor survivors. With a focus on holistic healthcare, Olle Sahler, MD is committed to improving the well-being of children and adolescents in the community.

Dr. Shelby Harris, Psy.D., C.BSM is a renowned institution located at 280 Dobbs Ferry Road in White Plains, New York, United States. Specializing in behavioral sleep medicine (BSM) and Cognitive Behavior Therapy (CBT) for anxiety and depression, Dr. Harris is a licensed clinical psychologist with a wealth of experience and expertise in improving the sleep of individuals of all ages. As one of the few board-certified BSM specialists in the northeast, Dr. Harris is sought after for her evidence-based methods and training in CBT for Insomnia. Her practice focuses on providing active, direct, and educational treatments to help patients solve their sleep, anxiety, and mood-related issues. Dr. Harris's book, "The Women’s Guide to Overcoming Insomnia," offers valuable insights and techniques for women struggling with sleep problems, addressing the unique biological changes that affect women's sleep throughout their lifetime.

Located at 113 University Place in New York, New York, our institution offers confidential psychotherapy for individuals seeking to lead a happier, more fulfilling life. Our experienced therapist works with clients of all ages and backgrounds, including men, women, adolescents, and same-sex couples. Sessions can be conducted virtually through Zoom, Skype, FaceTime, WhatsApp, or over the phone. Whether you are struggling with depression, identity concerns, relationship problems, or other issues that are hindering your ability to live a fulfilled life, our therapist can help. With decades of experience in the field, our therapist is known for being gay-friendly and has published numerous articles and books on various aspects of psychology.

Linda Carter, PhD is a reputable doctor specializing in health located at 577 1st Avenue in New York, New York, United States. With a wealth of knowledge and experience, Dr. Carter provides top-notch care and expertise to her patients. Whether you are in need of a routine check-up or facing a more serious health issue, Dr. Carter is dedicated to providing personalized and compassionate care to help you achieve optimal health and well-being. Book an appointment today to experience the exceptional care and expertise of Dr. Linda Carter, PhD.

Victoria C. Rivamonte, PSYD is a renowned institution located at 321 East 48th Street in New York, New York, United States. Specializing in clinical psychology, Dr. Rivamonte has a wealth of experience and expertise in the field. After earning her undergraduate degree in Psychology from UC Berkeley, she went on to obtain her Psy.D. in Clinical Psychology from Nova Southwestern University in Florida. Following her internship at the Rusk Institute at NYU Medical Center, Dr. Rivamonte completed a fellowship in Neuropsychology and Psychiatry at Beth Israel Medical Center in New York City. Patients can trust in the high-quality care and personalized approach provided by Dr. Rivamonte and her team at this esteemed institution.

Esther Stavrou, PhD is a renowned health institution located at 20 Broadhollow Road in Melville, New York, United States. Dr. Stavrou is a highly respected expert in the field of health, specializing in various areas such as research, education, and patient care. With a wealth of knowledge and experience, Dr. Stavrou and her team provide top-quality healthcare services to individuals in need. Visit Esther Stavrou, PhD for personalized and compassionate care that puts your health and well-being first.

Dr. Melissa Rayhill is a Clinical Associate Professor and the Adult Neurology Residency Program Director located at 300 Essjay Road in Williamsville, New York. She specializes in treating patients with headache disorders such as migraine, cluster headache, and post-traumatic headache. Dr. Rayhill also provides care for patients experiencing headaches during pregnancy and lactation, utilizing a combination of lifestyle modifications and medications. With expertise in botulinum toxin injections and nerve block injections, she aims to provide the best treatment solutions for her patients. After completing her residency, Dr. Rayhill received further specialty training in headache medicine at Harvard Medical School/Brigham and Women’s Hospital. Her experience at Boston’s original City Hospital has equipped her with a wealth of knowledge in caring for individuals from diverse backgrounds. She currently sees patients at Buffalo General Medical Center (BGMC) outpatient neurology clinics and the UBMD Neurology Main Street clinic in Williamsville.

Blue Prints Dog Studio, located at 303 Nottingham Road in Syracuse, New York, has been building bright futures for canines and their owners since 2000. The studio has received the prestigious "Platinum" award for 'Best Dog Training' in 2021, 2022, and 2023, as well as for 'Best Kennels' in 2022 and 2023. Using positive reinforcement training methods, Blue Prints Training and Socialization Center helps dogs develop healthy behaviors and strong bonds with their owners. The facility focuses on training first and foremost, with a commitment to nurturing the relationship between pets and their humans.

The Morgan Legal Group PC in Staten Island, NY is a team of skilled professionals dedicated to providing personalized and high-quality legal services tailored to each client's individual needs. Unlike large law firms, clients have direct access to attorneys who are ready to assist with any questions or concerns. Specializing in estate planning, the attorneys at Morgan Legal Group possess extensive knowledge and experience in this area of law. With certifications and advanced training in estate planning, clients can trust that the firm's team has the expertise needed to create tailored solutions for their estate planning needs.

The New York Lawyers Guide is a comprehensive resource for legal professionals in the bustling city of New York. Located at 565 Plandome Road in Manhasset, this institution offers a wealth of information and support for lawyers practicing in the state of New York. From networking opportunities to continuing education courses, the New York Lawyers Guide is dedicated to helping attorneys stay informed and connected in their field. Whether you are a seasoned lawyer or just starting out in your career, this institution is a valuable resource for navigating the complex legal landscape of New York.

Devine Solutions is a leading institution located at 39 Monaton Drive in Huntington Station, New York. We offer a wide range of solutions and services to help individuals and businesses achieve their goals and overcome challenges. Our team of experienced professionals is dedicated to providing top-notch guidance and support to our clients. Whether you need assistance with financial planning, business development, or personal growth, Devine Solutions is here to help you succeed. Contact us today to learn more about how we can assist you in reaching your full potential.

At Morgan Legal Group P.C. in Queens, New York, our team of trained professionals specializes in estate planning, providing personalized and comprehensive legal services tailored to each client's specific needs. Unlike many large law firms, our clients have direct access to an attorney whenever they have a question or concern. Our attorneys possess advanced knowledge and experience in estate planning, offering expertise in wills, trusts, powers of attorney, and healthcare directives. We work hand in hand with our clients to achieve common goals, whether their needs are urgent or long-term.

Merrill Lynch Financial Advisor Lisa Germain, located at 205 South Salina Street in Syracuse, New York, is a seasoned and savvy financial advisor with over twenty-five years of experience in the finance industry. Lisa was hired by Merrill in 1991 for her strong character and determination, traits she continues to apply on behalf of her clients today. She is highly credentialed, holding the Chartered Retirement Planning CounselorSM (CRPC®) designation and has completed advanced industry training at Cornell University. Lisa's personalized approach to financial planning helps clients pursue their objectives by managing custom investment strategies tailored to their specific needs. She is actively involved in the Syracuse community, serving on the leadership committee of the Merrill Lynch Women’s Exchange and participating in local philanthropic activities. Lisa and her team at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. With the global resources of Merrill behind them, they strive to help clients achieve their financial goals and navigate the complexities of the financial world.

Paradigm Consulting is a leading finance and insurance agency located at 133 Business Park Drive in Utica, New York, United States. Our team of expert consultants specializes in providing comprehensive financial and insurance solutions tailored to meet the unique needs of our clients. With a commitment to excellence and a dedication to customer service, Paradigm Consulting is the trusted partner for individuals and businesses seeking expert guidance in managing their finances and protecting their assets. Contact us today to learn more about how we can help you achieve your financial goals and secure your future.

W. Coppola Tax Services Inc is a prestigious tax preparation, accounting, and consulting firm located at 3625 Seneca Street in Buffalo, New York. With over 40 years of experience, we specialize in personal income tax preparation, small business consulting, business financial statement filings, and sales tax audits. Our team of experts is dedicated to using our extensive knowledge of the tax code to benefit your family and business. Since 1981, we have been providing personalized tax preparation and accounting services to clients throughout Western New York. With certified training and expertise, we can help you navigate your financial situation with ease. Whether you need an accountant-on-call or assistance with your 1040 income tax return, we are here to guide you every step of the way.

Colby Financial Guidance of Raymond James is a premier financial institution located in Rochester, New York. Our team of experienced professionals is dedicated to providing personalized financial guidance and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, we are here to help. We pride ourselves on our commitment to transparency, integrity, and excellence in all that we do. Visit us at 375 Woodcliff Dr to learn more about how we can assist you in navigating the complex world of finance.

David Mattia, CIMA - UBS Financial Services Inc. is a finance institution located at 400 Linden Oaks in Rochester, New York, United States. As a Certified Investment Management Analyst (CIMA) with UBS Financial Services Inc., David Mattia provides expert financial advice and services to help clients achieve their investment goals. With a focus on personalized solutions and a commitment to excellence, David Mattia, CIMA - UBS Financial Services Inc. is dedicated to helping clients navigate the complexities of the financial market and build a secure financial future.

The Small Business Development Center at JCC is a valuable resource for entrepreneurs and small business owners in Jamestown, New York. Located at 241 James Avenue, this institution offers a wide range of services and support to help businesses thrive and grow. Whether you need assistance with business planning, marketing strategies, financial management, or anything in between, the SBDC at JCC is here to help. With expert advisors and a wealth of resources at your disposal, you can feel confident that your business is in good hands. Visit us today and take the first step towards achieving your business goals.

Ablamsky & Company CPAs, located at 54 Richards Road in Port Washington, New York, is a boutique accounting and finance firm founded by a former Principal from a Big Four accounting firm. With over 65 years of combined experience, our team of highly qualified Certified Public Accountants offers the same level of expertise and quality as the Big Four, but with a personalized touch. Whether you are a hedge fund manager, high-net-worth individual, small business owner, or in need of individual tax planning services, we provide tailored attention to meet your needs. Our mission is to exceed client expectations by providing honest guidance and fostering genuine relationships. You can trust our senior tax professionals to help you achieve your financial goals. Contact us at (516) 244-6074 or email Jr@AblamskyCPAs.com to experience the difference at Ablamsky & Company CPAs.

Cathy Wear is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway in Hauppauge, New York, United States. Cathy holds various 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®. Cathy has expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. Additionally, Cathy is trained to provide financial advice to veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continued education, Cathy is dedicated to helping clients make informed decisions and achieve their financial goals.

Merrill Lynch Financial Advisor Brian Mizoguchi is a trusted financial institution located at 225 Liberty Street in New York, 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 building long-term relationships and providing top-notch service, Merrill Lynch Financial Advisor Brian Mizoguchi is dedicated to helping clients navigate the complexities of the financial world with confidence and ease.

Charles Schwab is a renowned financial institution located at 72-19 Austin Street in New York, United States. Known for its exceptional financial services and investment opportunities, Charles Schwab offers a wide range of services including wealth management, retirement planning, trading, and banking. With a reputation for reliability and expertise in the finance industry, Charles Schwab is a trusted partner for individuals and businesses looking to achieve their financial goals.