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Sample Listing of New York, NY Finance Professionals
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Clifford Grekin Inc.
225 wireless blvd. Hauppauge, NY
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I am a health insurance broker who specializes in reducing the overall cost of health insurance to corporations. I primarily work with businesses in NYC and Long Island. My average new client saves over 19%.
Most businesses offer all of their employees the same health insurance benefit. This strategy is the most costly mistake a business can make. I show you how to taylor benefits to your employees, so each employee is properly insured, without over or under insuring them. My services include FREE proposal and implementation and full service after enrollment.
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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.
The Chrysler Building 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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