A free, no obligation service. Over 13 Businesses offering 401k Plan Services in New York
Match Criteria for: 401K Plan Services New York
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Sample Listing of New York, NY Firms Offering 401K Plan Services
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Peter A Johnson Financial Services
3686 Seneca Street West Seneca, NY
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Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We work closely with each client to help them pursue their goals. Our staff consists of experienced professionals with a "hands on" approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about working towards making your dreams a reality.
If you have come looking for an investment manager to manage your company`s retirement or pension plans, you have come to the right place. If you are a successful individual looking for a financial consultant, you too are in the right place. Peter A Johnson Financial Services’ purpose is to create and preserve well being for both businesses and individuals. After talking to us, you will know you have been heard. We begin by determining your financial and personal goals. We can create a plan that assists in pursuing your goals. Money management is not an easy process. Effective money management involves two important components: managing your investments and preserving your wealth. Our goal is to create financial solutions and provide an extraordinary amount of personal service.
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Ronald C. Scott, CFP®, ChFC, CLU
101 Tyrellan Avenue 2nd Floor Staten Island, NY
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Certified Financial Planner professional focused on helping my clients make smart choices with their money. I provide customized Financial Planning products and services, including those for the Creation, Accumulation, Protection, and Distribution of Wealth for my clients and their families. Specializations include Retirement Planning, Business Planning, Investment Planning, and Estate/Legacy Planning, using values-based, client-centric financial planning strategies, systems, and processes.
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UBS Financial
333 Earle Ovington Blvd # 600 Union Dale, NY
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As a Financial Advisor, my main focus is to help clients acheive their financial and personal goals through sound investment strategies, proper diversification, and constant support and communication from myself and my team here at UBS Financial
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Sovereign Financial Group, Inc.
405 Lexington Avenue 26th Floor New York, NY
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Offices in New York City [The Chrysler Building] and Stamford, CT [Landmark Square].
As an independent, Board Certified Financial Planner practitioner, Charles Failla, CFP, understands that most cases require a coordinated "team" approach to ensure all aspects of a client's financial and estate planning needs are properly coordinated and continuously monitored.
As such, he will regularly encourage clients to have their current advisors (estate lawyers, accountants, insurance professionals, etc...) liaison with us to be sure we are all working together toward the client's objectives. If a client of ours does not have established relationships with such professionals, we will offer to bring in a member of our "team" to provide their expertise when needed.
Because of our independent structure, we are able to coordinate and deliver the full spectrum of personal financial services under one roof. This unbiased and holistic approach to financial planning and our adherence to a disciplined financial planning process assures we provide our clients with the tools they need to reach their goals.
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Blue Chip Financial Corp.
200 Broad Hollow Rd. Suite 207 Melville, NY
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Blue Chip Financial Corp offers quality financial services and insurance products, often reserved for the wealthiest investors to individuals, public and private businesses regardless of size or status.
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