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Sample Listing of New York, NY Annuity Providers
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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 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
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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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Independent Insurance Broker
83 Bay 8th Street Brooklyn, NY
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Life Insurance-Disability Insurance-Health Insurance And Long Term Care.
Various Insurance Carriers.
Personalized Service.
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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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