CMJ,LLP, designated as one of the "Best Places to Work" in the New York capital district, provides a full array of financial, tax, and management advisory services to corporations, partnerships, and business owners in upstate New York.
We actively manage retirement money. If you have felt ignored after your broker made the sale, and "advice" always sounds like "just ride it out, think long term". You are not alone, and there is a better way.
Sloan Advisory Group was founded on Wall Street experience and Adirondack sensibility. Most importantly, our firm was created by our client's need for a better overall experience navigating through the financial markets.
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
Since 1974, Fenimore has provided a long-term, consistent and understandable investment approach offering separately managed portfolios and mutual funds. Fenimore Asset Management & FAM Funds --- trusted for generations.
Let J. Mandwelle Capital Strategies, LLC assist you with investment, estate and tax planning/preparation geared toward individuals, trustees and executors. Special emphasis on retiree services, retirement plans, rollovers and IRAs.
Scanlon Financial Services specializes in working with retirees and pre-retirees to protect their assets and increase their income, utilizing primarily conservative alternatives as well as the traditional stock market related options.
Better Qualified is an industry leading credit restoration and identity theft protection company based in Eatontown, NJ. Our philosophy is to help our customers gain financial freedom through our various credit products.
At Continuum Wealth Advisors, LLC we are continuing our commitment to thoughtful planning and excellent service. We believe our strength lies in our ability to recognize the distinct situations and needs of individuals and their families.
At Legacy Planning Partners we can help you with Investment Management, Estate Planning, Retirement Planing, Qualified Plans, 529 College Savings Plans, IRA's, Business Continuation, Personal and Business Financial Planning.