Search Results
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1
HFH Planning Inc.
New York,
NY
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
We provide a cost-effective way for individuals to obtain objective personal financial planning direction. Our methodology is applied competently and professionally, regardless of our client's net worth.
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2
Hurley Capital, LLC
New York,
NY
Services offered: Money Management, 401K to IRA Rollover
Portfolio requirement: $250,000
Our investment model is appropriate for investors seeking a rational approach that has provided superior returns with moderate risk. We are confident we can help you meet your financial goals! NEW CLIENT minimum portfolio size = $250,000…
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3
Piermont Wealth Management Inc.
Woodbury,
NY
Services offered: Money Management, Retirement Planning, Estate Planning
Portfolio requirement: $1,000,000
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4
Terra Nova Asset Management LLC
New York,
NY
Services offered: Money Management, 401K to IRA Rollover
Portfolio requirement: $1,000,000
We provide personalized investment advisory services to both U.S. and European domiciled individuals, family offices, and institutional clients. Our NEW CLIENT Minimum Portfolio Size = $1,000,000...
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5
Marlcroft Asset Management LLC
New York,
NY
Services offered: Money Management, 401K to IRA Rollover
Portfolio requirement: $250,000
We diversify portfolios across a traditional mix of common stocks, fixed-income securities and cash equivalents consistent with each client’s unique risk tolerance and tax situation. Our NEW CLIENT Minimum Portfolio Size = $250,000...
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6
Altfest Personal Wealth Management
New York,
NY
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $1,000,000
**NAPFA Member** We provide services with a personal touch, whether it's investing client money or providing advanced financial planning guidance. Our clients benefit from our expertise and genuine service. NEW CLIENT min. portfolio size = $1,000,000...
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7
D'Annunzio Consulting Group, LLC
New York,
NY
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $3,000,000
We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M.....
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8
Martone Capital Management Inc.
White Plains,
NY
Services offered: Money Management, Retirement Planning, Estate Planning
Portfolio requirement: $100,000
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9
401kid, Inc.
224 W 35th Street
New York, NY
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10
AEA Advisers LLC
55 East 52nd Street
New York, NY
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11
Agri-Invest, LLC
101 South Salina Street
Syracuse, NY
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12
Albany Financial Planners Inc
3 Atrium Drive
Albany, NY
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13
Altanes Investments, LLC
111 Broadway
New York, NY
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14
American Capital Management Inc
50 Broad Street
New York, NY
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15
American Financial & Tax Strategies, Inc.
1650 Broadway
New York, NY
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16
ANK Capital, LLC
181 East 65th Street
New York, NY
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17
Apelles Investment Management, LLC
767 Third Avenue
New York, NY
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18
Arbor Capital Management Corp
100 Corporate Pkwy
Amherst, NY
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19
Arista Investment Advisors, LTD.
255 Washington Avenue Extension
Albany, NY
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20
Ascension Asset Management LLC
950 Third Avenue, 28th Floor
New York, NY
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21
Ashford Advisors, LLC
30 B Grove Street
Pittsford, NY
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22
Atalanta Sosnoff Management, LLC
101 Park Avenue
New York, NY
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23
Atlantic Capital Management Inc.
100 Corporate Parkway Suite 302
Amherst, NY
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24
Beechtree Capital Inc.
P.O. Box 1248
Southampton, NY
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25
Bender Lane Advisory, LLC
123 Great Oaks Blvd.
Albany, NY
Filter Results
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My Portfolio Amount
- Up to $50,000 (6)
- $50,000 to $150,000 (7)
- $150,000 to $250,000 (12)
- $250,000 to $500,000 (14)
- $500,000 to $1 million (18)
- $1 million to $3 million (19)
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Services Offered
- 401K to IRA Rollover
- 529 College Savings
- Estate Planning
- Money Management
- Retirement Planning