- M.D. Sass Investors Services, Inc.
- Manhattan
Offers investment management services to financial institutions, state and local governments, Fortune 500 companies, and high net worth individuals.
www.mdsass.com
- Strategies for Wealth Creation and Protection
- Norwalk
Business and estate planning, risk management, employee benefits, and more.
www.strat4wealth.com
- Strategies for Wealth Creation and Protection
- Manhattan
Business and estate planning, risk management, employee benefits, and more.
www.strat4wealth.com
- Timothy J. Watters, CFP
- Ramsey
Provides financial planning tools and information for companies and individuals.
www.wattersfinancial.com
- Chestnut Investment Group (CIG)
- Suffern
Offering tax, legal, insurance, estate, and financial planning services in Rockland County, New York.
www.chestnutinvestment.com
- Edward Licciardi Financial Services
- Jackson
Offers accounting, tax, and financial planning. Also offers online income tax preparation and e-filing.
www.elplanning.com
- Goldsmith Mellon DeLosReyes, Inc.
- Long Island City
Money management firm utilizes portfolio theory and efficient frontier disciplines for individual and institutional investors.
www.goldsmithmellon.com
- Durante and Waters
- Brewster
Fee-only financial planning and wealth management firm providing retirement, personal, and investment planning.
www.dwadvisors.com
- Heron Capital Management, Inc.
- Manhattan
SEC registered investment advisor providing investment services to individuals, trusts, pension funds, and corporations.
www.heroncapital.com
- Coughlin Financial Services, Inc.
- Larchmont
Services include financial, retirement, and estate planning, creation of investment policy statements, and asset management.
www.coughlinfinancial.com
- Triad Investments, Inc.
- Jericho
Provides investment counseling, IRA rollover assistance and other financial advisory services, including stock purchases, 401K and pension services.
www.triadfinancial.com
- Tag Associates
- Manhattan
A financial advisory, wealth management company.
www.tagassoc.com
- Westport Resources
- Westport
Offers financial planning, discretionary portfolio management, and other investment services.
www.westportresources.com
- Stillwater Capital Partners
- Manhattan
Investment research and advisory company.
www.stillwatercapital.com
- Finesco Associates, Inc.
- Brewster
Offers general financial planning, retirement and tax planning, annuities, investments, and long term care insurance.
www.finesco.cc
- Emerald Planning Services
- Armonk
Offers investment advice, risk management, and financial and retirement planning services.
www.emeraldplanning.com
- Investa, Inc.
- Manhattan
Investment advisiors and money managers specializing in indexing and enhanced index strategies.
www.investa.com
- Fox Asset Management, Inc.
- Little Silver
Specializes in asset money management services for indeviduals, retirement plans, trusts, and businesses.
www.foxasset.com
- CFO Solutions, Inc.
- Manhattan
Financial and business advisory firm.
www.cfo-solution.com
- R. G. Niederhoffer Capital Management, Inc.
- Manhattan
Alternative investment manager employing a primarily contrarian strategy to trade global equity, fixed income, and commodity markets. Non-correlated with S&P 500, bonds, managed futures.
www.niederhoffer.com
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