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State DirectoryInvestment Management in New York, NY
1. Tax On Wheels
1164 Rockland Av, Staten Island, NY, 10314
"Once again, awesome job. Corporate and personal taxes completed, ahead of schedule, with ease! Through the year Tax on Wheels' staff were there to coach me through the year to…"
2. D.B. McKenna & Co., Inc.
Serving the NY Area
From Business: As with your physician or attorney, the relationship between you and your financial adviser is a personal one, based on professionalism and trust. At D.B. McKenna & Co., we…
3. Purshe Kaplan Sterling Investments
80 St Agnes Ln, Albany, NY, 12211
From Business: PKS was founded in 1993 as a privately held company with a vision of providing investment executives with superior service, cutting edge technology and innovative products.With…
4. Rochester Investments
1580 W Ridge Rd, Rochester, NY, 14615
From Business: Rochester Investments, Inc is a SEC Registered Investment Advisor (RIA), an investment management, financial advisor and financial planner firm located in Rochester NY.…
5. Lincoln Investment Smart Capital Management
1 Mansion St, Coxsackie, NY, 12051
From Business: Smart Capital Management, LLC is a company providing you with confidence. We have over 24 years of experience working with and being referred by a client list of successful…
6. Legacy Planning Partners
510 Glen St., Glens Falls, NY, 12801
From Business: We have 30 years of experience and the expertise to guide you through the financial management process, to manage your investments, to work toward your significant goals. As a…
7. Moran Insurance Agency, Inc.
6500 East Seneca Turnpike, Jamesville, NY, 13078
From Business: In our agency, we take great pride in the quality of service we provide for our customers. Whether our clients need help filing a claim, processing a payment, or just…
8. Gibson Kevin L
220 Orchard Park Rd, West Seneca, NY, 14224
From Business: Gibson Kevin L has been in business since 1998. Our mission is to provide our clients with the best and personnel services when handling their finance. We offer bookkeeping…
10. Investment Insight Wealth Management, LLC
36 West Dr, Massapequa, NY, 11758
From Business: Investment Insight Wealth Management, LLC is a Registered Investment Adviser serving businesses, retirement plans and high net worth investors. Our independent adviser status…
12. Pzena Investment Management
120 W 45th St, New York, NY, 10036
From Business: Aquila Management Corporation, founded in 1984, is the founder of the Aquila Group of Funds that has a combined asset size of more than $4.5 billion. This ranks the company in…
14. Rockbridge Investment Management, LLC
101 S Salina St Ste 400, Syracuse, NY, 13202
From Business: At Rockbridge, we provide straightforward, rock-solid, fee only investment advice in terms you can understand without unnecessary costs or complexity. We're a fee-only…
16. Karpus Investment Management
183 Sullys Trl, Pittsford, NY, 14534
From Business: Founded in 1986, Karpus Investment Management is a registered investment advisory firm. Located in Pittsford, N.Y., the firm provides conservative, long-term investment…
17. Olsen Investment Management
4809 State Highway 30, Amsterdam, NY, 12010
