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New York / New York / United States
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Heron Wealth is a New York City-based independent financial advisory firm that provides financial planning, investment advice and estate planning services. Founded by President David Edwards in 1996, Heron Wealth currently manages $355 million of our clients assets. Over the years David has assembled a team of highly professional financial planners and wealth advisers who provide financial advice to more than 120 client families. The core values of our firm are integrity and transparency. We take care of the wealth of our families and friends and we take that responsibility very seriously. As a fiduciary we always put our clients’ interests first. This is the only way in which we can provide unbiased, transparent advice. Our purpose is to clarify and simplify the means by which our clients achieve their financial goals. That means that before we take action on your behalf, we fully disclose the risks and potential rewards - as well as how you pay for our advice.
New York / New York / United States
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Whether its saving to buy a home, traveling or simply feeling confident that youll be able to live the retirement youve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement approach, I work one-on-one with my clients, and really get to know them. This way, I understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
New York / New York / United States
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As a father and son team we have over 80 years (Michael has 22 years and Sid has 58 years) of combined experience in the financial services industry and hold various certifications and licenses. Michael holds several designations and the combination as a CPA (Certified Public Accountant), PFS (Personal Financial Specialist), CFP(CERTIFIED FINANCIAL PLANNER practitioner), and CDFA(Certified Divorce Financial Analyst), creates a solid foundation for the review of the many complex tax planning strategies and financial situations that our clients are faced with each day. Michael received the Certified Divorce Financial Analyst designation from the Institute for Divorce Financial Analysts. As a CDFA, he has met the requirement of three years experience as a financial professional, accountant, or matrimonial lawyer. Michael has also completed a series of self-study courses and passed an exam for each course. By completing this specialized training, he has learned how to help clients with financial issues that will affect the rest of their lives, including those issues affected by decisions concerning personal vs. marital property, spousal and child support, and valuing and dividing property. The people we work with come from many different industries and cultures. The majority are divorced or widowed women, retired individuals and small business owners. Our clients have unique stories and we truly seek to understand what matters most to them. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
New York / New York / United States
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Cortburg Retirement Planning has the flexibility to offer clients access to a wide range of non-proprietary products and services - without the obligation to sell any particular investment or brand - keeping our focus solely on goals and objectives. We accomplish this task and objective utilizing the latest trading and financial planning technology and experience.
New York / New York / United States
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The advisor listed is an Ameriprise financial advisor in New York. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture - cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.
New York / New York / United States
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We are an independently owned consulting firm serving the needs of the commercial and savings bank communities as well as those of other commercial lending institutions. Our services include commercial loan review, international (off-shore) loan review, portfolio acquisition review, specialty/structured finance loan review, loan loss reserve methodology validation or refinement, loan portfolio stress testing, credit risk management process review, credit loan policy maintenance, loan and credit seminars, and SBA portfolio review. Banks and other lending organizations with an excellent portfolio quality often engage CEIS as a means to maintain the credit standards of their organization. Banks looking to improve the quality of their portfolios will retain CEIS to assist in determining an accurate reading of their risk profile, as well as to provide practical recommendations for its improvement.
New York / New York / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
New York / New York / United States
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Michael Germano, CFP, ChFC is a graduate of the Wharton School, University of Pennsylvania (Honors) who has a background in financial planning, entrepreneurship and insurance. He was with Citigroup for over ten years and in the financial services industry since 2003. His clientele includes business owners and high net worth investors.
New York / New York / United States
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PRB Wealth Management has earned its reputation as a leader in Financial Planning, Risk Management, and Corporate Benefits by creating financial strategies that achieve results through a forward thinking approach. It’s the harnessing of exceptional resources and information that gives our clients the appropriate financial choices. As the financial world evolves, as laws and regulations change, we put knowledgeable professionals on your team to act in your best interest. An ongoing relationship with PRB Wealth Management will result in the great sense of security that comes with dedicated personal service.
New York / New York / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
New York / New York / United States
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Wealth Advisory Group, LLC, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.
New York / New York / United States
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What you can expect when you work with usAt Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings “ both the expected and the unexpected.When you work with me, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress and investments.Anytime access to your investments and digital tools to help you stay on track.Feel confident about your financial future. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
New York / New York / United States
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The advisor listed is an Ameriprise financial advisor in New York. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
New York / New York / United States
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Financial decisions dont have to be confusing. For twenty-nine years, I have helped clients understand strategies using simple, easy-to-understand language. I believe this lays important groundwork so that you can make the most of your financial health. As a veteran in financial services, I have advised hundreds of individuals, families and business owners, helping them pursue their investing and financial goals. My team and I have helped clients prudently manage financial plans, insurance programs and investment strategies. My clients have told me that that investing in a financial planning relationship has helped them feel more confident in their financial future and has provided peace of mind for them, their families and the legacies they wish to leave behind. I am committed to ongoing education and have earned the following certifications throughout my career: CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant and Chartered Life Underwriter. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
New York / New York / United States
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Retirement Aspirations is run by a team of specialists who are experienced in working with Fortune 500 clients. Our consultants instruct businesses and their employees on Employer Sponsored Plans, working to educate and empower them to make critical decisions for retirement and the future with confidence. We are here, because we’ve heard your concerns. Many people are in the dark when it comes to making well-informed decisions about their health and their future. These important life decisions are made all the more frustrating when corporate policies on customer talk time stifle the ability to communicate with financial professionals. Misinformation and lack of information are the greatest problems when it comes to financial decisions. Up until now, no single resource has broken down the complex information and terminology surrounding retirement plans. Retirement Aspirations was founded to meet this need. We take the complex information and terminology regarding Employer Sponsored Plans and simplify them, presenting them in a thorough and cohesive manner. By dissolving the burden of deciphering financial industry language, we not only provide answers to frequent questions; we prepare and deliver the knowledge necessary for you to take control and be in charge of your investments.
A high touch client experience combined with customized strategies to help you live your best life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
New York / New York / United States
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The advisor listed is an Ameriprise financial advisor in New York. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. How will you be brilliant? I can help.Im not only in the business of helping you pursue your wealth. Im also in the business of helping you grow your financial confidence in the future. Ill help you balance pursuing your dreams for tomorrow with what you want today. Well use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals. Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
New York / New York / United States
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Whether its saving to buy a home, traveling or simply feeling confident that youll be able to live the retirement youve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement approach, I work one-on-one with my clients, and really get to know them. This way, I understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
New York / New York / United States
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John Cunninghams career began at Shearson Lehman Brothers as a retirement planning consultant. His position required him to help the brokers and their clients establish and evaluate their current 401(k)s and/or other qualified plans. After several years, he became a financial consultant for Smith Barney Shearson. John furthered his knowledge and experience by joining Tribus Financial Group, Inc. (now known as Wachovia Insurance Services Agency, Inc.) to help establish a retirement planning services department. John joined Thesco Benefits LLC and established the Retirement Planning Services division in February 2001 to build a benefit firm that will provide service to all types of retirement plans. In 2011, John joined Alliant Retirement Services a well known nationally recognized 401k RIA.