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Rochester

Sample Listing of New York, NY Finance Professionals
 
Peter A Johnson Financial Services
3686 Seneca Street West Seneca, NY

 
  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 knowledgable, 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. If you have any questions about your current financial situation or wish to schedule an appointment with one of our advisors, send us an email or give us a call at 712-0793
 
  

 
Clifford Grekin Inc.
225 wireless blvd. Hauppauge, NY

 
  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.
 
  

 
Ronald C. Scott, CFP®, ChFC, CLU
101 Tyrellan Avenue 2nd Floor Staten Island, NY

 
  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.
 
  

 
Independent Insurance Broker
83 Bay 8th Street Brooklyn, NY

 
  Life Insurance-Disability Insurance-Health Insurance And Long Term Care. Various Insurance Carriers. Personalized Service.
 
  

 
UBS Financial
333 Earle Ovington Blvd # 600 Union Dale, NY

 
  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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