Top Retirement companies In New York
Retirement companies in New York are firms that specialize in providing financial planning and investment management services to individuals who are preparing for retirement. These companies offer a range of services, including retirement planning, investment advice, asset management, and wealth management. They help clients develop customized retirement plans that take into account their financial goals, risk tolerance, and time horizon. Retirement companies in New York employ highly skilled financial advisors who have extensive knowledge and expertise in retirement planning and investment management. They work closely with clients to provide personalized advice and guidance and ensure that their retirement plans are on track to meet their financial goals.
Top Retirement companies In New York
Below are the 150 Top Retirement companies In New York and their top employee and management contact details:
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Vestwell
Vestwell provides underlying infrastructure to power workplace and individual savings programs for small businesses and savers.Industries: Finance, Financial Services, Fin Tech, Retirement, Software Community And Lifestyle, Financial Services, Other, Software Location: New York, New York, Usa Founded: 2016-01-01 Employees: 251-500 Funding: 112,500,000 USD Email: help@vestwell.com Phone: (917) 979-5358 -
Catch
Catch is a platform that offers health insurance, retirement plans, and tax withholding for freelancers without benefits.Industries: Fin Tech, Freelance, Health Insurance, Insurance, Personal Finance, Retirement, Wealth Management Community And Lifestyle, Financial Services, Other, Professional Services Location: New York, New York, Usa Founded: 2017-01-01 Employees: 11-50 Funding: 18,101,000 USD Email: hey@catch.co -
Betterment
Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.Industries: Finance, Financial Services, Fin Tech, Impact Investing, Retirement Community And Lifestyle, Financial Services, Lending And Investments, Other Location: New York, New York, Usa Founded: 2008-08-25 Employees: 101-250 Funding: 435,000,000 USD Email: support@betterment.com Phone: 888-603-9583 -
Spark Advisors
Spark Advisors is a technology-enabled brokerage that partners with independent agents to deliver a concierge service.Industries: Employee Benefits, Financial Services, Retirement Administrative Services, Community And Lifestyle, Financial Services, Health Care, Other Location: New York, New York, Usa Founded: 2020-01-01 Employees: 1-10 Funding: 13,639,989 USD Email: support@sparkadvisors.com Phone: 855-949-2097 -
Retirable
Industries: Financial Services, Retirement Community And Lifestyle, Financial Services, Other Location: New York, New York, Usa Founded: 2019-10-01 Employees: 1-10 Funding: 5,700,000 USD -
Simplywise
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Penelope
Industries: Finance, Financial Services, Retirement Community And Lifestyle, Financial Services, Other Location: New York, New York, Usa Founded: 2021-01-01 Employees: 1-10 Funding: 2,100,000 USD -
Aquarian Holdings
Industries: Financial Services, Funding Platform, Insurance, Life Insurance, Real Estate Investment, Retirement, Venture Capital Community And Lifestyle, Financial Services, Lending And Investments, Other, Real Estate Location: New York, New York, Usa Founded: 2017-01-01 Employees: 11-50 Funding: 0 Email: info@aquarianlp.com Phone: 2127201000 -
Silvur
Industries: Financial Services, Fin Tech, Retirement, Wealth Management, Wellness Community And Lifestyle, Financial Services, Health Care, Other Location: New York, New York, Usa Founded: 2016-01-01 Employees: 11-50 Funding: 0 Email: support@silvur.com Phone: 800-961-3572 -
Sustain Fi
SustainFi connects people who want to make an impact with their money with the right investments, products, and services.Industries: Advice, Banking, Fin Tech, Impact Investing, Retirement Community And Lifestyle, Financial Services, Lending And Investments, Media And Entertainment, Other Location: New York, New York, Usa Founded: 2021-01-01 Employees: 1-10 Funding: 0 Email: contact@sustainfi.com. -
Mio Partners
Industries: Asset Management, Consulting, Financial Services, Retirement Community And Lifestyle, Financial Services, Other, Professional Services Location: New York, New York, Usa Employees: 51-100 -
Pm Wealth Management
PM Wealth Management renders financial planning, retirement planning, insurance, 401(k) plan and investment management services.Industries: Financial Services, Insurance, Retirement, Wealth Management Community And Lifestyle, Financial Services, Other Location: New York, New York, Usa Founded: 2019-01-01 Employees: 1-10 Email: info@pmwealthllc.com Phone: +1-866-982-7790 -
American Capital Partners
Industries: Financial Services, Life Insurance, Retirement, Wealth Management Community And Lifestyle, Financial Services, Other Location: Hauppauge, New York, Usa Founded: 2002-01-01 Employees: 51-100 Email: info@americancapitalpartners.com Phone: 1-800-393-0493 -
Brio Benefits Consulting
Brio Benefits Consulting is a financial service company that provides insurance, employee benefits and retirement solutions.Industries: Employee Benefits, Financial Services, Insurance, Retirement Administrative Services, Community And Lifestyle, Financial Services, Health Care, Other Location: New York, New York, Usa Founded: 2004-01-01 Employees: 11-50 Email: info@briobenefits.com Phone: +1-212-803-7160 -
Chernoff Diamond
Industries: Finance, Financial Services, Insurance, Retirement Community And Lifestyle, Financial Services, Other Location: New York, New York, Usa Founded: 1980-01-01 Employees: 101-250 Email: mail@chernoffdiamond.com Phone: (516) 747-8822 -
Plootus
Plootus is a digital platform for personal finance, retirement planning, financial planning, fintech, budgeting and advisory services.Industries: Apps, Financial Services, Personal Finance, Retirement Apps, Community And Lifestyle, Financial Services, Other, Software Location: New York, New York, Usa Founded: 2017-01-01 Employees: 11-50 Email: support@plootus.com -
1199 Seiu Funds
Industries: Non Profit, Retirement Community And Lifestyle, Other Location: New York, New York, Usa Founded: 1945-01-01 Employees: 501-1000 Email: communications@1199funds.org Phone: 646-473-9200 -
Arbor Capital Management
Arbor Capital Management provides retirement planning, financial advisory, investment and asset management services.Industries: Asset Management, Financial Services, Retirement, Wealth Management Community And Lifestyle, Financial Services, Other Location: Amherst, New York, Usa Employees: 1-10 Phone: +1-716-446-9111 -
Starpay
Starpay was founded by a group of individuals with over 75 years of both payroll and Human Resources experience.Industries: Employee Benefits, Financial Services, Human Resources, Retirement Administrative Services, Community And Lifestyle, Financial Services, Health Care, Other Location: Plainview, New York, Usa Founded: 2013-01-01 Employees: 11-50 Phone: (516) 597-5140 -
Comprehensive Financial
Comprehensive Financial renders financial planning, investment, insurance, consulting, retirement planning and wealth management services.Industries: Accounting, Advice, Consulting, Finance, Financial Services, Insurance, Retirement, Risk Management, Wealth Management Community And Lifestyle, Financial Services, Media And Entertainment, Other, Professional Services Location: East Islip, New York, Usa Founded: 1995-01-01 Employees: 11-50 Email: info@comp-financial.com Phone: +1-631-952-8600 -
The New York City District Council Of Carpenters Benefit Funds
NYCDCCBF is a dynamic service organization that administers welfare, retirement, and vacation benefits to hard-working union carpenters.Industries: Insurance, Non Profit, Retirement Community And Lifestyle, Financial Services, Other Location: New City, New York, Usa Founded: 1950-01-01 Employees: 101-250 Phone: 1 800-529-3863 -
Michael Lee Strategy
Michael Lee Strategy is an asset management company that offers investment management, retirement, and financial planning services.Industries: Asset Management, Financial Services, Retirement, Wealth Management Community And Lifestyle, Financial Services, Other Location: New York, New York, Usa Founded: 2019-01-01 Employees: 1-10 Email: mtl@michaelleestrategy.com Phone: +1 646 470 6435 -
Craig James Financial Services
Industries: Financial Services, Insurance, Retirement Community And Lifestyle, Financial Services, Other Location: Melville, New York, Usa Founded: 2007-01-01 Employees: 1-10 Email: jenna@craigjamesfinancial.com Phone: 631-393-2888 -
Permian Investment Partners
Permian Investment Partners provides pooled investment vehicles, profit-sharing plans, pension planning and investment management services.Industries: Financial Services, Management Consulting, Retirement Community And Lifestyle, Financial Services, Other, Professional Services Location: New York, New York, Usa Founded: 2008-01-01 Employees: 1-10 Phone: +1-212-257-6066 -
Lexington Pension Consultants
Lexington Pension Consultants is a litigation support firm that specializes in the preparation of QDROs and pension valuations.Industries: Legal, Professional Services, Retirement Community And Lifestyle, Other, Professional Services Location: Warwick, New York, Usa Employees: 1-10 Email: lexinfo@lexpen.com Phone: 718-697-0100 -
Chestnut Investment Group
Industries: Asset Management, Financial Services, Insurance, Retirement Community And Lifestyle, Financial Services, Other Location: Suffern, New York, Usa Founded: 1989-01-01 Employees: 1-10 Email: info@chestnutinvestment.com Phone: 1 (800) 358-0016 -
Ibn Financial Services
IBN Financial Services is a financial service firm that provides financial planning, insurance, and retirement planning services.Industries: Charity, Financial Services, Insurance, Retirement Community And Lifestyle, Financial Services, Other Location: Liverpool, New York, Usa Founded: 1995-01-01 Employees: 11-50 Email: info@ibrokernet.com Phone: 877-492-9464 -
Lebenson Actuarial Services
Lebenson Actuarial Services provides third party pension plan administration and consulting services for retirement plan sponsors.Industries: Consulting, Financial Services, Retirement Community And Lifestyle, Financial Services, Other, Professional Services Location: Valhalla, New York, Usa Founded: 1982-01-01 Employees: 11-50 Email: info@lebenson.com Phone: +1-914-747-1980 -
Premier Senior Living
Industries: Elder Care, Health Care, Retirement Community And Lifestyle, Health Care, Other Location: New York, New York, Usa Founded: 2006-01-01 Employees: 11-50 Email: ssteele@pslgroupllc.com Phone: 1-800-380-8908 -
M. Griffith Investment Services Inc.
Industries: Financial Services, Insurance, Retirement, Risk Management, Wealth Management Community And Lifestyle, Financial Services, Other, Professional Services Location: New Hartford, New York, Usa Founded: 1947-01-01 Employees: 11-50 Email: mgriffithinc@mgriffithinc.com Phone: +315-797-0130 -
Manhattan Ridge Advisors
Manhattan Ridge Advisors renders complete financial services that include wealth management, retirement planning and investment solutions.Industries: Financial Services, Retirement, Wealth Management Community And Lifestyle, Financial Services, Other Location: New York, New York, Usa Founded: 2006-01-01 Employees: 1-10 Email: info@manhattanridge.com Phone: +1-212-370-1111 -
Associated Pension Consultants
Associated Pension Consultants offers retirement planning, recordkeeping, business consulting, marketing and payroll integration services.Industries: Consulting, Financial Services, Retirement Community And Lifestyle, Financial Services, Other, Professional Services Location: Plainview, New York, Usa Founded: 1995-01-01 Employees: 11-50 Phone: +1-516-364-0583 -
Good Capital Investment Group
Good Capital Investment Group provides retirement planning, budgeting, taxation, insurance, risk & investment management advisory services.Industries: Advice, Financial Services, Insurance, Retirement, Risk Management Community And Lifestyle, Financial Services, Media And Entertainment, Other, Professional Services Location: Tarrytown, New York, Usa Founded: 2018-01-01 Employees: 1-10 Email: info@goodcapitalinvestmentgroup.com Phone: +1-914-458-1284 -
Madison Advisory Services
Madison Planning Group offers investment and risk management, financial counselling, and retirement planning services.Industries: Consulting, Financial Services, Retirement, Risk Management Community And Lifestyle, Financial Services, Other, Professional Services Location: West Harrison, New York, Usa Founded: 1997-01-01 Employees: 11-50 Email: bschwartz@madisonplanning.com Phone: +1-800-222-2091 -
Rssa
Industries: Ed Tech, Financial Services, Fin Tech, Retirement, Software Community And Lifestyle, Education, Financial Services, Other, Software Location: Melville, New York, Usa Founded: 2017-01-01 Employees: 1-10 Email: trosedale@rssa.com Phone: 844-275-7772 -
Simkowitz
Simkowitz provides accounting, bookkeeping, insurance, financial, tax startegy, retirement and wealth planning services.Industries: Financial Services, Insurance, Retirement Community And Lifestyle, Financial Services, Other Location: Brooklyn, New York, Usa Founded: 1999-01-01 Employees: 11-50 Email: info@simkowitzco.com Phone: +1-718-218-7000 -
Ignites
Ignites is a platform that delivers news on critical industries such as mutual funds, retirement, ETF's, distribution and technology.Industries: Finance, News, Retirement Community And Lifestyle, Content And Publishing, Financial Services, Media And Entertainment, Other Location: New York, New York, Usa Employees: 101-250 Phone: +1 2125421200 -
Cover Right
Industries: Health Care, Insurance, Medical, Retirement Community And Lifestyle, Financial Services, Health Care, Other Location: Brooklyn, New York, Usa Founded: 2020-01-01 Employees: 1-10 Email: hello@coverright.com Phone: +1 888 969 7667 -
Mass Mutual Nys
MassMutual NYS provides brokerage, wealth accumulation, employee benefits, financial management, and retirement planning services.Industries: Employee Benefits, Finance, Retirement, Wealth Management Administrative Services, Community And Lifestyle, Financial Services, Health Care, Other Location: Amherst, New York, Usa Founded: 1851-05-15 Employees: 251-500 Phone: +1 716-852-1321 -
Waterford Advisors
Waterford Advisors specializes in financial planning, retirement planning, taxation, investment advisory and risk management services.Industries: Financial Services, Retirement, Risk Management Community And Lifestyle, Financial Services, Other, Professional Services Location: Orchard Park, New York, Usa Founded: 1998-01-01 Employees: 1-10 Phone: +1-716-580-3906 -
Gateway Investments
Gateway Investments offers retirement planning, wealth management, life insurance, estate planning and financial services.Industries: Financial Services, Insurance, Retirement Community And Lifestyle, Financial Services, Other Location: Garden City, New York, Usa Founded: 2004-01-01 Employees: 11-50 Email: info@gatewayinv.com Phone: +1 516 240-1740 -
Fortitude Investment Group
Fortitude Investment Group specializes in mutual funds, retirement planning, investment management, insurance & wealth management services.Industries: Financial Services, Insurance, Retirement, Wealth Management Community And Lifestyle, Financial Services, Other Location: Port Jefferson, New York, Usa Founded: 2010-01-01 Employees: 11-50 Email: info@fortitudeinvestments.com Phone: +1-631-474-1610 -
Sovereign Global Advisors
Sovereign Global Advisors is committed to giving complete and customized investment solutions for high-net-worth families and corporations.Industries: Advice, Financial Services, Retirement Community And Lifestyle, Financial Services, Media And Entertainment, Other Location: New York, New York, Usa Founded: 2001-01-01 Employees: 1-10 Email: info@sovereignga.com Phone: +1-866-790-9700 -
Taylor & Taylor Financial Services Usa
Taylor & Taylor Financial Services USA provides retirement planning and investment management services.Industries: Advice, Financial Services, Retirement Community And Lifestyle, Financial Services, Media And Entertainment, Other Location: Rye, New York, Usa Founded: 1993-01-01 Employees: 1-10 Email: info@taylortaylorusa.com Phone: 646-201-4865 -
Focused Wealth Management
Focused Wealth Management offers financial and retirement planning, asset protection and management services.Industries: Advice, Asset Management, Financial Services, Retirement, Wealth Management Community And Lifestyle, Financial Services, Media And Entertainment, Other Location: Newburgh, New York, Usa Founded: 1994-01-01 Employees: 11-50 Phone: +1-845-691-4035 -
Shaker Pointe At Carondelet
Industries: Assisted Living, Communities, Family, Retirement Community And Lifestyle, Health Care, Other Location: Watervliet, New York, Usa Founded: 2008-01-01 Employees: 11-50 Phone: +1 518 250 4900 -
Rpg Consultants
Industries: Consulting, Financial Services, Retirement Community And Lifestyle, Financial Services, Other, Professional Services Location: Valley Stream, New York, Usa Founded: 1983-03-25 Employees: 11-50 Phone: 212.947.4800 -
Rimkus, Marciano & Associates
Rimkus, Marciano and Associates specialize in the design and administration of retirement, pension, and profit-sharing plans.Industries: Consulting, Insurance, Professional Services, Retirement Community And Lifestyle, Financial Services, Other, Professional Services Location: Rochester, New York, Usa Employees: 11-50 Phone: +1 585-272-7770 -
Procapita Partners
Industries: Accounting, Advice, Banking, Consulting, Financial Services, Retirement, Risk Management, Wealth Management Community And Lifestyle, Financial Services, Lending And Investments, Media And Entertainment, Other, Professional Services Location: New York, New York, Usa Founded: 2019-01-01 Employees: 1-10 Email: info@procapita.com Phone: +1 212 364 5585 -
Peconic Landing
Industries: Communities, Health Care, Non Profit, Retirement Community And Lifestyle, Health Care, Other Location: Greenport, New York, Usa Founded: 2002-01-01 Employees: 51-100 Email: info@peconiclanding.org Phone: 631-477-3800 -
Hnp Capital
HNP Capital provides a wide range of investment management, asset protection, wealth consulting, and retirement plan fiduciary services.Industries: Financial Services, Impact Investing, Retirement Community And Lifestyle, Financial Services, Lending And Investments, Other Location: Rochester, New York, Usa Founded: 2009-01-01 Employees: 1-10 Email: support@hnpcap.com Phone: +1-585-461-6085 -
Aps Pension & Financial Services
APS Pension & Financial Services expertise in retirement plan design, ERISA fiduciary, wealth management and financial services.Industries: Financial Services, Retirement, Wealth Management Community And Lifestyle, Financial Services, Other Location: Melville, New York, Usa Founded: 1977-01-01 Employees: 11-50 Email: askaps@apspension.com Phone: +1-516-228-8444 -
Safe Harbor Financial Planning
Safe Harbor Financial Planning offers financial planning, investment management and advisory services.Industries: Consulting, Financial Services, Retirement Community And Lifestyle, Financial Services, Other, Professional Services Location: Bronxville, New York, Usa Founded: 2006-01-01 Employees: 1-10 Email: steve@safe-harborplanning.com Phone: +1 914 771-5277 -
Nest Egg Wealth
Industries: Financial Services, Fin Tech, Personal Finance, Retirement, Wealth Management Community And Lifestyle, Financial Services, Other Location: New York, New York, Usa Founded: 2011-05-05 Employees: 1-10 Email: info@nesteggwealth.com Phone: 212-810-7952 -
Hudson Dynamic Retirement
Hudson Dynamic Retirement is a consulting agency that specializes in planning services for retirement, finance, estate and implementation.Industries: Consulting, Financial Services, Professional Services, Retirement Community And Lifestyle, Financial Services, Other, Professional Services Location: Elmsford, New York, Usa Founded: 1988-01-01 Employees: 1-10 Email: team@dynamicretirement.com Phone: +1-914-909-1518 -
Nottingham Advisors Asset Management
Nottingham Advisors Asset Management specializes in managing accounts, business advice, retirement planning and wealth management services.Industries: Advice, Asset Management, Financial Services, Retirement, Wealth Management Community And Lifestyle, Financial Services, Media And Entertainment, Other Location: Amherst, New York, Usa Founded: 1981-01-01 Employees: 11-50 Email: info@nottinghamadvisors.com Phone: +1-716-633-3800 -
Diversified Wealth Strategies
Diversified Wealth Strategies provides wealth & risk management, accumulation, retirement planning, estate planning and taxation services.Industries: Accounting, Business Development, Financial Services, Retirement, Risk Management, Wealth Management Community And Lifestyle, Financial Services, Other, Professional Services Location: East Syracuse, New York, Usa Founded: 2008-01-01 Employees: 11-50 Email: info@divwealth.com Phone: +1-315-446-5000 -
Sasserath & Co
Sasserath & Co specializes in accounting, tax, retirement, financial, real estate planning and business advisory services to its clients.Industries: Accounting, Finance, Retirement Community And Lifestyle, Financial Services, Other, Professional Services Location: Ronkonkoma, New York, Usa Founded: 1997-01-01 Employees: 11-50 Email: asasserath@sasscpas.com Phone: +1-631-368-3110 -
Episcopal Senior Life Communities
Episcopal SeniorLife Communities is a nonprofit organization that focuses on health care and senior care services for seniors and families.Industries: Assisted Living, Communities, Health Care, Non Profit, Retirement Community And Lifestyle, Health Care, Other Location: Rochester, New York, Usa Founded: 1868-01-01 Employees: 501-1000 Email: info@episcopalseniorlife.org Phone: +1-585-546-8400 -
Garritano
Garritano is an accounting firm that provides financial statements, retirement planning, payroll, advisory, and tax prepration services.Industries: Accounting, Advice, Financial Services, Retirement Community And Lifestyle, Financial Services, Media And Entertainment, Other, Professional Services Location: Islandia, New York, Usa Founded: 1983-01-01 Employees: 11-50 Email: info@gsgcpa.com Phone: +1-631-218-6800 -
Trg
TRG specializes in offering retirement planning, financial administration, wealth management, and advisory services for employers.Industries: Advice, Financial Services, Retirement Community And Lifestyle, Financial Services, Media And Entertainment, Other Location: Amherst, New York, Usa Founded: 2011-01-01 Employees: 11-50 Email: info@tsretirement.com Phone: +1-800.515.0180 -
Landmark Wealth Management
Landmark Wealth Management specializes in providing taxation, investment consulting, estate and retirement planning services.Industries: Consulting, Financial Services, Retirement, Wealth Management Community And Lifestyle, Financial Services, Other, Professional Services Location: Getzville, New York, Usa Employees: unknown Email: info@landmarkfirm.com Phone: +1-716-630-2473 -
Jgs Cpa
JGS CPA is a financial firm that offers tax preparation, auditing, accounting, retirement planning, business valuation & advisory services.Industries: Accounting, Consulting, Financial Services, Retirement Community And Lifestyle, Financial Services, Other, Professional Services Location: Middletown, New York, Usa Founded: 1932-01-01 Employees: 11-50 Email: info@jgspc.com Phone: +1-877-740-9500 -
Del Sette Capital Management
Del-Sette Capital Management provides financial planning, investment advisory, insurance and retirement products and services.Industries: Finance, Financial Services, Retirement, Wealth Management Community And Lifestyle, Financial Services, Other Location: Schenectady, New York, Usa Founded: 2001-01-01 Employees: 1-10 Email: bill@happinessinretirement.com Phone: +1-518-793-3851 -
Retirety
RETIRETY offers comprehensive retirement planning and management through an automated digital platform.Industries: Advice, Financial Services, Fin Tech, Retirement Community And Lifestyle, Financial Services, Media And Entertainment, Other Location: New York, New York, Usa Founded: 2017-01-01 Employees: 1-10 Email: info@retirety.com -
Reform Pension Board
Industries: Financial Services, Insurance, Retirement Community And Lifestyle, Financial Services, Other Location: New York, New York, Usa Founded: 1944-01-01 Employees: 1-10 Email: askus@rpb.org Phone: (212) 681-1818 -
Bps Financial Services
BPS Financial Services offers estate planning, compliance, profit sharing administration, retirement planning & employee benefits services.Industries: Compliance, Employee Benefits, Financial Services, Retirement Administrative Services, Community And Lifestyle, Financial Services, Health Care, Other, Professional Services Location: Albany, New York, Usa Founded: 1983-01-01 Employees: 1-10 Email: hbowks@bpsfinancialservices.com Phone: +1-518-449-9762 -
Settanni Financial
Settanni Financial provides various financial and consulting services such as retirement planning, wealth management & business development.Industries: Consulting, Financial Services, Retirement, Wealth Management Community And Lifestyle, Financial Services, Other, Professional Services Location: Katonah, New York, Usa Founded: 1987-01-01 Employees: 1-10 Phone: +1 914-767-0974 -
Ywca Retirement Fund
YWCA Retirement Fund is a nonprofit organization that provides retirement benefits and pension plans for employees of YWCA associations.Industries: Employee Benefits, Financial Services, Retirement Administrative Services, Community And Lifestyle, Financial Services, Health Care, Other Location: New York, New York, Usa Founded: 1925-01-01 Employees: 11-50 Email: info@ywcarf.org Phone: +1-212-922-9500 -
Weinberg Campus
Industries: Health Care, Hospital, Retirement Community And Lifestyle, Health Care, Other Location: Getzville, New York, Usa Employees: 101-250 Email: sales@weinbergcampus.org Phone: 716-639-3332 -
Sarsi
Sarsi is an investment firm that specializes in risk and investment management, retirement, estate, tax planning, and cash flow services.Industries: Consulting, Financial Services, Retirement, Risk Management Community And Lifestyle, Financial Services, Other, Professional Services Location: New York, New York, Usa Founded: 2010-01-01 Employees: 1-10 Email: deva@sarsillc.com Phone: +1-917-446-9601 -
Samalin Investment Counsel
Samalin Investment Counsel specializes in financial planning, retirement planning, financial advisory and wealth management services.Industries: Advice, Financial Services, Retirement, Wealth Management Community And Lifestyle, Financial Services, Media And Entertainment, Other Location: Chappaqua, New York, Usa Founded: 2007-01-01 Employees: 11-50 Email: info@SamalinGroup.com Phone: +1 914 666 6600 -
Flynn Zito Capital Management
Flynn Zito Capital Management provides portfolio management, asset management, retirement plan consulting, and financial planning services.Industries: Asset Management, Consulting, Financial Services, Retirement Community And Lifestyle, Financial Services, Other, Professional Services Location: Garden City, New York, Usa Founded: 1997-01-01 Employees: 11-50 Email: flynn.zito@lpl.com Phone: +1 516 746 9000 -
Blue Ocean Wealth Solutions
Blue Ocean Wealth Solutions offers investments, workplace benefits, financial, retirement, business and insurance planning services.Industries: Advice, Financial Services, Retirement Community And Lifestyle, Financial Services, Media And Entertainment, Other Location: Greenvale, New York, Usa Employees: 101-250 Email: tbianco@financialguide.com Phone: +1-516-686-7000 -
Coburg Village
Industries: Elder Care, Residential, Retirement, Service Industry Community And Lifestyle, Health Care, Other, Real Estate Location: Rexford, New York, Usa Founded: 1993-01-01 Employees: 51-100 Email: info@coburgvillage.com Phone: +1 518 371 5000 -
Third Eye Advisors
Third Eye Advisors expertise in investment advice, credit management, wealth, estate, retirement and financial planning services.Industries: Advice, Financial Services, Retirement Community And Lifestyle, Financial Services, Media And Entertainment, Other Location: Brooklyn, New York, Usa Founded: 2019-01-01 Employees: 1-10 Email: Info@thirdeyeadvisor.com Phone: +1 866-317-7866 -
F Mi
FMi is a retirement plan provider that offers design & installation, consulting, administration, and investment services.Industries: Consulting, Financial Services, Retirement Community And Lifestyle, Financial Services, Other, Professional Services Location: Huntington, New York, Usa Founded: 1997-01-01 Employees: 1-10 Email: info@fmintl.com Phone: 631-385-2100 -
Finesco Associates
Industries: Asset Management, Consulting, Financial Services, Retirement Community And Lifestyle, Financial Services, Other, Professional Services Location: Brewster, New York, Usa Founded: 1978-01-01 Employees: unknown Email: la@finesco.cc Phone: 845 278-8290 -
Myles Wealth Management
Industries: Advice, Financial Services, Personal Finance, Retirement, Wealth Management Community And Lifestyle, Financial Services, Media And Entertainment, Other Location: Florida, New York, Usa Founded: 1976-01-01 Employees: 11-50 Email: info@myleswm.com Phone: +1 845 651 3070 -
Walnut Investment Services
Walnut Investment Services renders financial planning, taxation, retirement planning, investment, portfolio, and wealth management services.Industries: Financial Services, Retirement, Wealth Management Community And Lifestyle, Financial Services, Other Location: Brooklyn, New York, Usa Founded: 2000-01-01 Employees: 1-10 Phone: +1-718-788-1972 -
Omc Financial Services
OMC Financial Services is an investment advisory firm that specializes in investment management, estate, and retirement planning.Industries: Angel Investment, Consulting, Financial Services, Retirement Community And Lifestyle, Financial Services, Lending And Investments, Other, Professional Services Location: Syracuse, New York, Usa Founded: 1982-01-01 Employees: 1-10 Email: info@omcfinance.com Phone: 315-446-8720 -
Lp Wolch Cp As
LPWolch CPAs provides accounting, bookkeeping, payroll, retirement planning, quickbooks, tax planning, and tax return preparation services.Industries: Accounting, Advice, Financial Services, Retirement Community And Lifestyle, Financial Services, Media And Entertainment, Other, Professional Services Location: Pittsford, New York, Usa Founded: 1981-01-01 Employees: 1-10 Email: info@lpwolch.com Phone: +1-585-586-8830 -
Madison Pension Services
Madison Pension Services offers a wide range of retirement planning and benefits consulting services to small and mid-sized companies.Industries: Consulting, Financial Services, Retirement Community And Lifestyle, Financial Services, Other, Professional Services Location: Purchase, New York, Usa Founded: 1978-01-01 Employees: 11-50 Phone: +1-914-251-0099 -
Grodsky, Caporrino & Kaufman
Grodsky, Caporrino & Kaufman offers accounting, audits, retirement planning, taxation, mergers, consulting, and business valuation services.Industries: Accounting, Consulting, Financial Services, Retirement Community And Lifestyle, Financial Services, Other, Professional Services Location: Jericho, New York, Usa Founded: 1977-01-01 Employees: 11-50 Phone: +1-516-829-5559 -
Dutch Asset
Industries: Advice, Financial Services, Professional Services, Retirement Community And Lifestyle, Financial Services, Media And Entertainment, Other Location: Albany, New York, Usa Founded: 2014-01-01 Employees: 1-10 Phone: (518)478-8077 -
Venuti Mayoka
Venuti Mayoka is a financial consulting firm that offers accounting, QuickBooks, taxation, payroll, estate and retirement planning services.Industries: Accounting, Financial Services, Retirement Community And Lifestyle, Financial Services, Other, Professional Services Location: Syosset, New York, Usa Employees: 11-50 Email: Venuti@VenutiMayoka.com Phone: +1-718-539-9777 -
Hudson Financial Services
Hudson Financial Services is a financial planning firm that offers investment, retirement, and income tax planning services.Industries: Financial Services, Insurance, Retirement Community And Lifestyle, Financial Services, Other Location: Briarcliff Manor, New York, Usa Founded: 1988-01-01 Employees: 1-10 Phone: +1 914-762-4760 -
American Federation Of Musicians And Employers' Pension Fund
AFM-EPF is a defined benefit multi-employer pension plan for members of the American federation of musicians.Industries: Finance, Financial Services, Retirement Community And Lifestyle, Financial Services, Other Location: New York, New York, Usa Founded: 1959-01-01 Employees: 11-50 Phone: +1 800 833 8065 -
4 Sight Advisors
4Sight Advisors provides investment strategies, retirement planning, life insurance, business consulting, and portfolio management services.Industries: Advice, Consulting, Financial Services, Life Insurance, Retirement Community And Lifestyle, Financial Services, Media And Entertainment, Other, Professional Services Location: Albany, New York, Usa Founded: 2016-05-01 Employees: 1-10 Email: joe.solan@4sightadv.com Phone: +1-646-275-2318 -
Jewell & Di Simone
Jewell & DiSimone offers forensic accounting, payroll, compliance, litigation support, retirement planning and business consulting services.Industries: Accounting, Compliance, Consulting, Financial Services, Retirement Community And Lifestyle, Financial Services, Other, Professional Services Location: Orchard Park, New York, Usa Employees: 1-10 Email: info@disimonecpa.com Phone: +1-716-674-0715 -
R&R Financial Planners
Industries: Financial Services, Impact Investing, Insurance, Retirement, Wealth Management Community And Lifestyle, Financial Services, Lending And Investments, Other Location: East Meadow, New York, Usa Founded: 1979-01-01 Employees: 11-50 Email: info@randrfinancialplanners.com Phone: +1 516 222 8850 -
Wallace Investments Llc
Industries: Asset Management, Financial Services, Real Estate, Retirement Community And Lifestyle, Financial Services, Other, Real Estate Location: New York, New York, Usa Founded: 1987-01-01 Employees: 11-50 Email: k.michael@wallaceinvestment.com Phone: 1 917-916-9545 -
Kumlander, Donofrio, Hay & Pehl, Cp As
Industries: Accounting, Finance, Financial Services, Personal Finance, Retirement, Wealth Management Community And Lifestyle, Financial Services, Other, Professional Services Location: Round Lake, New York, Usa Employees: 11-50 Email: info1@kdhpcpa.com Phone: +1 518 899 5544 -
Shelter Rock Management
Shelter Rock Management offers investment strategy, equity income strategy, corporate retirement plans and wealth management services.Industries: Finance, Financial Services, Retirement, Wealth Management Community And Lifestyle, Financial Services, Other Location: Jericho, New York, Usa Founded: 2006-01-01 Employees: 1-10 Phone: +1-516-605-2215 -
Angelo Planning Group
Angelo Planning Group expertise in estate planning, investment management, retirement, insurance planning, advisory and financial services.Industries: Advice, Finance, Financial Services, Insurance, Retirement Community And Lifestyle, Financial Services, Media And Entertainment, Other Location: Rochester, New York, Usa Employees: 11-50 Phone: +1 585-568-6943 -
Capital Financial Advisors Of New York
Industries: Advice, Financial Services, Retirement, Wealth Management Community And Lifestyle, Financial Services, Media And Entertainment, Other Location: Clifton Park, New York, Usa Founded: 2003-01-01 Employees: 1-10 Phone: (518) 280-0030 -
Van Valen Associates
Van Valen Associates is a national employee benefit and consulting company that provides retiree benefits, group, and labor union benefits.Industries: Employee Benefits, Insurance, Retirement Administrative Services, Community And Lifestyle, Financial Services, Health Care, Other Location: Patchogue, New York, Usa Employees: 1-10 Phone: 516-399-0700 -
Claremont Wealth
Claremont Wealth renders financial advisory solutions in the field of retirement planning, estate, foreign exchange, and asset protection.Industries: Financial Services, Insurance, Retirement, Wealth Management Community And Lifestyle, Financial Services, Other Location: Berkshire, New York, Usa Founded: 2015-01-01 Employees: 11-50 Email: admin@claremontwealth.com Phone: +44-118-464-0214 -
Compass Asset Management Group
Compass Asset Management Group renders financial planning, estate planning, investment management and retirement planning services.Industries: Asset Management, Financial Services, Retirement Community And Lifestyle, Financial Services, Other Location: Newburgh, New York, Usa Founded: 1999-01-01 Employees: 1-10 Phone: +1-845-563-0537 -
Montclair Capital Management
Montclair Capital Management specializes in investment management, asset management, retirement planning and risk management services.Industries: Asset Management, Consulting, Financial Services, Retirement, Risk Management Community And Lifestyle, Financial Services, Other, Professional Services Location: Brooklyn, New York, Usa Founded: 2008-01-01 Employees: 1-10 Email: info@montclaircapital.com Phone: +1-212-729-4938 -
Schulman Insurance
Schulman Insurance is an insurance brokerage & advisory firm that offers employee benefits, retirement plans & private insurance services.Industries: Employee Benefits, Financial Services, Insurance, Professional Services, Retirement Administrative Services, Community And Lifestyle, Financial Services, Health Care, Other Location: Garden City, New York, Usa Founded: 2006-01-01 Employees: 1-10 Email: info@schulmaninsurance.com Phone: +1-800-385-2208 -
Aftra Retirement Fund
Aftra Retirement Fund is a dynamic company that deliberately offers a complete range of retirement benefits to performers.Industries: Employee Benefits, Financial Services, Hedge Funds, Human Resources, Retirement Administrative Services, Community And Lifestyle, Financial Services, Health Care, Lending And Investments, Other Location: New York, New York, Usa Founded: 1954-01-01 Employees: 101-250 Email: memberupdate@aftraretirement.org Phone: +1-212-499-4800 -
Trustees Of Sailors' Snug Harbor
Trustees of Sailors' Snug Harbor offers financial assistance, retirement planning, governance & consultation services for retired mariners.Industries: Consulting, Finance, Financial Services, Retirement Community And Lifestyle, Financial Services, Other, Professional Services Location: New York, New York, Usa Employees: 1-10 Email: info@thesailorssnugharbor.org Phone: +1 6464658585
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