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Displaying results 1 to 25 of 427

  • 1

    HFH Planning Inc.

    New York, NY (0.92 miles)

    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.

  • 2

    Terra Nova Asset Management LLC

    New York, NY (2.49 miles)

    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...

  • 3

    D'Annunzio Consulting Group, LLC

    New York, NY (2.71 miles)

    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.....

  • 4

    Hurley Capital, LLC

    New York, NY (2.97 miles)

    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…

  • 5

    Marlcroft Asset Management LLC

    New York, NY (2.97 miles)

    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...

  • 6

    Altfest Personal Wealth Management

    New York, NY (2.97 miles)

    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...

  • 7

    V.M. Polce Investment Advisors, LLC

    Old Tappan, NJ (20.03 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, 529 College Savings

    Portfolio requirement: $100,000

    We are a fee based only investment manager that strives to provide the most independent and objective advice possible. Our NEW CLIENT minimum portfolio size = $100,000...

  • 8

    Martone Capital Management Inc.

    White Plains, NY (23.55 miles)

    Services offered: Money Management, Retirement Planning, Estate Planning

    Portfolio requirement: $100,000

  • 9

    Noyes Capital Management, LLC

    New Vernon, NJ (25.38 miles)

    Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover

    Portfolio requirement: $1,000,000

    With our firm, you will receive experienced planning that can help simplify your financial life, organize your personal priorities and aim your investments to achieve your financial goals.

  • 10

    Piermont Wealth Management Inc.

    Woodbury, NY (28.27 miles)

    Services offered: Money Management, Retirement Planning, Estate Planning

    Portfolio requirement: $1,000,000

  • 11

    Scholtz & Co

    Darien, CT (36.39 miles)

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $100,000

    Our firm provides personalized Asset Management Services to High Net Worth individuals and institutions. We serve clients in New York City and thoughout the NE. Our NEW CLIENT Minimum Portfolio Size = $100,000...

  • 12

    Legacy Squared, LLC

    Milford, CT (59.80 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $250,000

    THE LEGACY SYSTEM is our unique and evolving process as applied in financial services. Our mission is to provide value for our clients through innovation and insight. Our NEW CLIENT minimum portfolio size = $250,000

  • 13

    Hoffman Wealth Solutions, Inc.

    Doylestown, PA (63.84 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $100,000

    As an independent Financial Advisor firm we are dedicated to you. We do not sell products and services of any one provider, enabling us to offer our clients the right solutions that fit their exact needs. NEW CLIENT minimum portfolio size = $100,000…

  • 14

    D'Annunzio Consulting Group, LLC

    Philadelphia, PA (81.20 miles)

    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...

  • 15

    Walden Capital Advisors, LLC

    Bala Cynwyd, PA (81.22 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $500,000

    We are an investment advisory firm that takes a personal approach to investing. We cater to high net worth individuals, primarily women and couples. We also advise trusts and small business retirement plans. NEW CLIENT minimum portfolio size = $500,000...

  • 16

    Schuylkill Capital Management, LLC

    Philadelphia, PA (81.82 miles)

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $500,000

    The SCM Senior Management team has over 60 years of combined investment experience to assist you in meeting your very unique investment goals. Our NEW CLIENT Minimum Portfolio Size = $500,000...

  • 17

    Bergin and Company, LLC

    Conshohocken, PA (82.14 miles)

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $1,000,000

    We are a private investment management firm that provides an environment refreshingly free from the numerous conflicts of interest inherent in the financial services industry. Our NEW CLIENT minimum portfolio size = $1,000,000...

  • 18

    Harvest Financial Partners, LLC

    Paoli, PA (91.56 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, 529 College Savings

    Portfolio requirement: $100,000

    We started our firm because we believe people still care about personal service! We can accomplish more together. Our offices are located 25 miles NW of Philadelphia and our NEW CLIENT minimum portfolio size = $100,000…

  • 19

    Oracle Financial Services, LLC

    100 Grand St, 4th Floor
    New York, NY

  • 20

    Payne Capital Management, LLC

    11 Harrison Street, Level 2
    New York, NY

    Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover

    Portfolio requirement: $50,000

    We are an independent financial advisor and financial planning firm providing investment management and financial planning services to wide range of clients.

  • 21

    Zekaria Partners, LLC

    55 Fifth Avenue
    New York, NY

  • 22

    ZPR Investment Management Inc.


    New York, NY

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $250,000

    Our goal is to greatly reduce the risks of investing by using accurate data and stringent selection criteria while giving our clients the best possible rate of return. We serve clients all over the U.S. NEW CLIENT minimum portfolio amount = $250,000...

  • 23

    Fulton Street Management, LLC

    40 Fulton Street
    New York, NY

  • 24

    Forte Asset Management, LLC

    40 Wall Street #31b
    New York, NY

  • 25

    Hepworth Equity Partners, LLC

    14 Wall St, 20th Floor
    New York, NY

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