Investment Advice
Manta has 3,566 businesses under Investment Advice in New York
Featured Company Listings
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Categorized under Invested Management
OVERVIEW
Spears & Story Holdings (“S&S Holdings”) is a privately held real estate investment and development firm headquartered in Buffalo New York. S&S invests in and develops high-quality multifamily, hotel, retail, and industrial/flex properties located in the Eastern U.S. and Sunbelt states.
S&S Holdings is dedicated to the strategic investment in and management of sustainable residential and business communities with a focus on retaining full ownership of its real estate investment assets for value-add appreciation.
INVESTMENT APPROACH
S&S Holdings approaches its acquired properties as long-term investments and aims to maximize returns by revitalizing and adding value to properties through the progressive, data-driven implementation of renovation or reposition strategies, focused management, and leasing and capital programs shaped and made more efficient by new technologies.
The firm seeks to invest in and develop properties located in Opportunity Zones and markets with strong fundamentals and that meet the following criteria:
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Accounting And Bookkeeping Services
River Edge Advisors is a New York City-based accounting firm specializing in outsourced accounting services for small to mid-sized businesses. Their offerings include bookkeeping, CFO and controller-level services, accounts receivable, and accounts payable management. The firm emphasizes providing tailored solutions to help clients manage finances efficiently, offering real-time financial data to support informed business decisions. Their services encompass data entry, account maintenance, bank and credit card reconciliation, and payroll processing. By outsourcing financial operations to River Edge Advisors, businesses can focus on growth, improve cash flow, and access valuable financial insights.
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Money Manager
Financial Planner
Investment Management
Financial Advisor
Established in 1975, W.G. Whitney & Company, Incorporated was succeeded by W. G. Shaheen & Associates, dba Whitney & Company. We are registered with and regulated by the United States Securities and Exchange Commission. A copy of our Form ADV disclosure brochure is available upon request. We are registered with and regulated by the United States Securities and Exchange Commission. A copy of the SEC registration is available upon request.
Our primary objective is to attain and maintain the financial well-being of our clients. This frequently consists of a professional team approach including accountants, attorneys, bankers, and brokers.
Our goal is to outperform the appropriate benchmarks, consistent with the preservation of capital and the individual goals of clients. We strive to accomplish this goal by investing in securities we believe have greater potential, but with less risk than the market indexes.
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122 East 42nd Street, Suite 1903
New York, NY
(212) 573-5564
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Categorized under Financial Advisory Services
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Estate Planning And Asset Preservation
Financial Strategies Asset Allocation
Asset Accumulation
Retirement Planning Service
Risk Management Software
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Financial Services
Financial Analysis Services
Investment Services
Welcome to Rochester Wealth Management
Rochester Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that we truly care about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
Our company is based on the principle that education and understanding of one’s current financial situation is vital in making prudent decisions affecting one’s future financial success.
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Categorized under Financial Advisory Services
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Categorized under Invested Management
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Categorized under Retirement Planning Services
No Longer In Business
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Financial Planning
Investment Management
Life Insurance
Retirement Planning
Long Term Care
As a fiduciary, I provide experienced, objective and independent advice, putting your needs and best interests first. I assist my clients with all of their financial planning, investment and insurance needs. Whether it's cash flow management, preparing for retirement, developing a strategy to replace income in retirement, ensuring the transfer of wealth to loved ones or planning for potential long term care costs, I help bring all of these pieces together into a comprehensive financial plan.
All Company Listings
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Categorized under Retirement Planning Services
No Longer In Business
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Categorized under Financial Planning Consultants
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Investment Advisory Services
Business Financing Services
Financial Planner
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Categorized under Financial Advisory Services
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Categorized under Financial Advisory Services
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Categorized under Mergers and Acquisitions
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Categorized under Financing Consultants
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Investment Services
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Categorized under Financial Advisory Services
320 East 53rd Street, Suite 100, New York, NY 10022
New York, NY
(212) 750-0630
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Categorized under Mergers and Acquisitions
Merger & Acquisition Services Inc., was incorporated in 1999 with the goal of providing merger and acquisition advice and services to companies within the insurance sector. Since that time, the firm has grown into a boutique investment bank and has worked with over 500 insurance companies and agencies throughout the world.
The firm continues to be known for our activity in the insurance shell market and is considered by many to be the most trusted source for insurance companies and agencies that seek to start up an insurance carrier operation, expand their geographic footprint, or enter the US insurance market via shell acquisitions. We are pleased to have assisted these companies in their growth plans and maintain an active relationship with nearly every company we have assisted.
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Categorized under Certified Financial Planners
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Categorized under Certified Financial Planners
5700 Arlington Ave Apt 16 G #55
Bronx, NY
(866) 694-3479
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Categorized under Investment Counselors
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Categorized under Invested Management
Mexico Energy Partners manages capital on behalf of institutional, governmental and private investors worldwide. The capital of our investors is committed for five years or more to closed-end funds that we manage on their behalf.
In our private equity business, we use these funds to acquire controlling or significant minority interests in companies poised to benefit from the energy reforms in Mexico. We buy companies in partnership with their management teams and assist in developing plans to create sustainable long-term value.
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Categorized under Investment Researchers
417 East Main Street, Suite 300
Port Jefferson, NY
(631) 474-1610
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Categorized under Financial Planning Consultants
Serving Port Jefferson, NY and outlying areas Daniel Raupp and Associates of Fortitude Investment Group are offering the following services not limited to: Income Annuities, Retirement Income, Retirement Advisor, Retirement Planning and Annuities.
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Categorized under Financial Advisory Services
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Categorized under Financial Planning Consultants
660 White Plains Road Suite 445
Tarrytown, NY
(914) 468-0300
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Financial Planning Services
At CPG, we believe successful relationships are built on care, trust, understanding and open communication. Since 1988, that has been our philosophy. We are an independent, client-focused firm. We have a partnership relationship with our clients, aligning our care and experience to help better manage their financial lives. We focus on every aspect of our clients wealth, custom designing comprehensive plans to use and/or distribute their assets, protect their wealth, and help them realize their most important financial and legacy goals. By allowing CPG to review your resources, we are able to look at your wealth in a comprehensive manner, adding value each step along the way. Located in Tarrytown, NY, CPG serves clients throughout the Tri-State area as well as Florida and throughout the country.
5
(1)
122 East 42nd Street, Suite 1903
New York, NY
(212) 573-5564
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Categorized under Financial Advisory Services
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Investment Management
Financial Planning
Wealth Management
Alternative Investments
Ethical Investing
Magnifina was founded with the goal of providing first-class, bespoke investment management to everyone regardless of their experience. We understand that managing finances isn’t a skill that everybody has, and that’s why we’re here to help.
In contrast to other firms, we manage each client’s account individually because each client is unique. We’re not robots working off of a script. We’re a company of real humans who listen to our clients and spend time working to further their personal financial goals.
Our comprehensive approach to investing involves extensive macroeconomic and financial analysis. We don’t just follow popular trends because some of the best investments don’t make headline news. We also go the extra step and research a company’s management team. Good leaders are essential to good investments.
In 2020, our clients had entrusted over $40 million with us. We look forward to serving our clients for many years to come.
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Categorized under Investment advice
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Wealth Management
Retirement Planning
401(k) Planning
Social Security Planning
Insurance Planning
Address:
New York City, New York 10013
With decades of experience providing top-notch financial advisory and wealth management services across the state of New York, Churchill Management Group takes pride in assisting clients in achieving their unique financial goals.
Connect with financial advisors in our New York location, headed by Jeffrey Darien, for comprehensive wealth management, financial advice, and retirement planning solutions. Get started on your financial planning today.
646 North French Road
Amherst, NY
(716) 691-7121
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Categorized under Investment advice
Mollot & Hardy, Inc. - Registed Investment Advisor is made up of an advisory team of industry experts who design financial plans to support your life vision and goals. Alan R. Mollot, CLU & CFP established this company in 1970 around the concept that a well-developed plan is the foundation of a successful financial future. We value the opportunity to positively impact our clients' lives. Please call us today for a no obligation consultation.
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Categorized under Invested Management
David Ebrahimzadeh is a New York–based entrepreneur, investor, and innovator specializing in strategic private equity, real estate, and advanced safety technologies. As Founder and President of Corniche Capital, he leads opportunistic investments and value-driven growth across diverse markets, while driving breakthrough solutions in mobility safety. His work blends creative deal structuring with long-term impact and innovation.
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Sell-side M&A Advisory
Buy-side M&A Advisory
Private Equity Advisory
Mergers
Acquisitions
Lumari Capital delivers expert M&A advisory across sell-side, buy-side, and private equity. We help tech and business services firms unlock value through strategic positioning, targeted acquisitions, and high-impact exits. With deep industry insight and a broad network, we drive growth, maximize returns, and align every transaction with your goals.
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Categorized under Banks-Consulting Services
Infrastructure
Energy, transport, water and digital connectivity via Global Infrastructure Funds & African Infrastructure Bank.
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Private Equity & Markets
Venture and fixed-income strategies through RedWood Capital & Cornerstone International.
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Real Estate
Premium global assets with sustainability at the core, led by Cornerstone Holdings.
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Defence & Security
Localization and innovation in defence technologies via Defence Unlimited International.
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Categorized under Certified Financial Planners
Manchester Capital Management is a true multi-family office guided and owned by the families and partners we serve. We’ve pioneered innovative investment strategies, including direct real estate, and developed family office services that have transformed the concept.
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Categorized under Financing Consultants
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Categorized under Investment advisory service
1345 Avenue of the Americas
New York, NY
(212) 969-1000
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Categorized under Investment advisory service
Bernstein Private Wealth Management advises high net worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources personalized to clients’ values and needs.
USA 447 Broadway New York , NY 10013. USA
New York, NY
(415) 800-4962
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Categorized under Investment advice
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Categorized under Certified Financial Planners
875 3rd Avenue 23rd Floor, New York, NY 10022, United States
New York, NY
(347) 723-7428
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Categorized under Certified Financial Planners
Award-Winning Financial Planner & Mentor to Aspiring Financial Professionals:
Delivering Your Dreams, One Plan at a Time
Business Name: Jonathan E Taylor - Northwestern Mutual
Business Owner Name: Jonathan E Taylor
Address: 875 3rd Avenue 23rd Floor, New York, NY 10022, United States
Phone: 347-723-7428
Email: [email protected]
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Financial Planning
Investment Management
Life Insurance
Retirement Planning
Long Term Care
As a fiduciary, I provide experienced, objective and independent advice, putting your needs and best interests first. I assist my clients with all of their financial planning, investment and insurance needs. Whether it's cash flow management, preparing for retirement, developing a strategy to replace income in retirement, ensuring the transfer of wealth to loved ones or planning for potential long term care costs, I help bring all of these pieces together into a comprehensive financial plan.
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