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Financial Planning Consultants in New York, NY

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3. National Merchant Services

National Merchant Services

132 W 36th St Frnt 3, New York, NY 10018

From Business: MPS is one of the premier Credit/Debit processors and is registered ISO/MSP for Harris N.A. We along with our partners provide services to over 100, 000 businesses across the…

YP
13 Years
in Business

5. Serge Tinovsky Financial Professional-New York Life

Serge Tinovsky Financial Professional-New York Life

168 Canal St, New York, NY 10013

From Business: As your local New York Life financial professional, I offer financial guidance and insurance services from a Fortune 100 company with more than 175 years of experience…

6. Petrocelli Financial Services

Petrocelli Financial Services

120 Broadway, 29th Floor, New York, NY 10271

CLOSED NOW:

From Business: As your local insurance and investment professional, I offer insurance and investment products and services to help you navigate the financial landscape and prepare for the…

YP
179 Years
in Business

7. Gunther, John

Gunther, John

225 Liberty St, New York, NY 10281

CLOSED NOW:

From Business: Welcome to Merrill Lynch in New York, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

8. Zerillo, Joseph

Zerillo, Joseph

225 Liberty St Fl 40, New York, NY 10281

CLOSED NOW:

From Business: Welcome to Merrill Lynch in New York, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

9. Finn, Lliam

Finn, Lliam

225 Liberty St Fl 40, New York, NY 10281

CLOSED NOW:

From Business: Welcome to Merrill Lynch in New York, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

10. Lilley, Michael

Lilley, Michael

225 Liberty St Fl 40, New York, NY 10281

CLOSED NOW:

From Business: Welcome to Merrill Lynch in New York, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

11. Kamata, Akiko

Kamata, Akiko

225 Liberty St Fl 41, New York, NY 10281

CLOSED NOW:

From Business: Welcome to Merrill Lynch in New York, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

12. Cornett, Christopher

Cornett, Christopher

225 Liberty St Fl 40, New York, NY 10281

CLOSED NOW:

From Business: Welcome to Merrill Lynch in New York, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

13. Tempus Financial Group

Tempus Financial Group

120 Broadway 37th Fl, New York, NY 10271

CLOSED NOW:

From Business: The Tempus Experience Our mission is to help provide financial freedom to every client. We define this as a life without compromise. Our responsibility to our clients is to…

14. Emerging Markets Ltd

Emerging Markets Ltd

44 Wall St Ste 704, New York, NY 10005

From Business: As a market-maker in the purchase and sale of exotic currencies in developing countries, Emerging Markets, Ltd, based in New York's financial district, executes transactions…

15. Robert Castrignano

Robert Castrignano

71 Broadway, New York, NY 10006

From Business: Robert is a Managing Director in the Equities Division at Piper Sandler and previously spent 20 years at Goldman Sachs. At the time Robert left Goldman Sachs, he was an…

16. Sage Point Financial

Sage Point Financial

80 Pine St, New York, NY 10005

From Business: When you make the move to SagePoint Financial, you’ll quickly realize why joining us is the right choice for your business. We listen to our advisors, and respond to your…

17. RIR Consulting Group Inc

RIR Consulting Group Inc

67 Wall St, New York, NY 10005

CLOSED NOW:

From Business: Founded in 1984, Auriemma Consulting Group offers management consulting services to the financial services industry. Located in Westbury, N.Y., it specializes in payments and…

18. National Debt Relief

National Debt Relief

180 Maiden Ln 30th Fl, New York, NY 10038

OPEN NOW:10:00 am - 10:00 pm

From Business: National Debt Relief is proud to be reviewed and ranked as a top provider by these independent review websites. National Debt Relief does not compensate these reviewers to…

19. Unity Financial Services

Unity Financial Services

100 Wall St Ste 2202, New York, NY 10005

CLOSED NOW:

From Business: Unity Financial Strategists, Inc is a Wall Street based full service financial planning boutique. Offering our clients assistance with estate planning, retirement planning,…

20. Hedaya Capital

Hedaya Capital

32 Broadway, New York, NY 10004

From Business: Many business owners are turning to accounts receivable financing or factoring because it is a versatile and cost effective alternative to traditional bank financing. It…

21. Beacon Pointe Advisors

Beacon Pointe Advisors

80 Broad St, New York, NY 10004

CLOSED NOW:

From Business: Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals…

22. Oppenheimer Asset Management

Oppenheimer Asset Management

85 Broad St, New York, NY 10004

CLOSED NOW:

From Business: Oppenheimer & Company is a full-service investment firm that provides a range of financial services. It serves individuals, families, corporate executives, businesses and…

23. Invest Link Technologies

Invest Link Technologies

110 Leroy St, New York, NY 10014

CLOSED NOW:

From Business: InvestLink Technologies supports clients through a strategic partnership that delivers a wide range of support from a staff who knows the defined contribution business.…

24. Jason Mudrick

Jason Mudrick

600 Washington St, New York, NY 10014

From Business: Surrounded by cobblestone streets, Michelin rated restaurants, and the picturesque West Village, 600 Washington Apartments bestows a one-of-a-kind residential living…

25. Caprock

Caprock

156 5th Ave Ste 804, New York, NY 10010

CLOSED NOW:

From Business: Caprock, founded in 2005, provides aligned management of complex wealth for ultra-high-net-worth individuals and families. Caprock goes beyond investment execution, managing…

26. KSL Media

KSL Media

387 Park Ave S Fl 4, New York, NY 10016

From Business: KSL Media, located in Los Angeles, is a full-service media buying and placement agency that represents a variety of large corporations throughout the United States. The company…

27. Maijore Abundance Inc

Maijore Abundance Inc

244 5th Ave, New York, NY 10001

From Business: Financial Consultant Services

28. Equidious Research

Equidious Research

203 W 30th St, New York, NY 10001

From Business: Equidious Research is a trusted name in financial service arena with best research team on each segment of investment market. We are premier financial services company with…

29. J3 Wealth Management

J3 Wealth Management

2 Park Ave Ste 300, New York, NY 10016

CLOSED NOW:

From Business: J3 Wealth Management is a financial services firm that specializes in providing investment management, tax planning, financial planning, and generational & estate planning…

30. Empire Wealth Strategies

Empire Wealth Strategies

2 Park Ave Ste 300, New York, NY 10016

From Business: Empire Wealth Strategies is a financial services firm with roots tracing back to 1967. Our strong values and shared commitment are essential to how we work together as an…