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Showing 1 - 9 of 9 results
GRANITE ASSOCIATES, L.P.
GRANITE ASSOCIATES, L.P.
Ferndale, New York
100-499 employees
Sullivan County Private Investment Office located in Sullivan County New York. Private company in the Catskills.
Retirement Benefits Rank
Below Market
MILLER/HOWARD INVESTMENTS, INC.
MILLER/HOWARD INVESTMENTS, INC.
Kingston, New York
25-49 employees
Miller/Howard is an independent investment boutique managing dividend-focused investment strategies. ESG principles have been at the core of our investment process since the inception of our first strategy in 1991. Disclosures: http://www.mhinvest.com/mhi_risk_disclosure.html
Retirement Benefits Rank
Market Laggard
MURPHY WEALTH MANAGEMENT GROUP, INC.
MURPHY WEALTH MANAGEMENT GROUP, INC.
Fishkill, New York
1-24 employees
We create highly personalized financial plans that allow our clients to enjoy happy, secure and prosperous retirements. We take a one-on-one approach to investing and use time-tested portfolio strategies and funds that perform consistently regardless of market conditions. We offer a one-stop shopping approach by providing clients with professional guidance in all areas of their financial life including investments, taxes, insurance and estate planning. We bring together the team of professionals our clients need to achieve their financial goals and secure their future.
Retirement Benefits Rank
Top Benefits
STERLING FINANCIAL GROUP
STERLING FINANCIAL GROUP
Sparta, New Jersey
1-24 employees
financial firm
Retirement Benefits Rank
Market Competitive
DSL FINANCIAL SERVICES
DSL FINANCIAL SERVICES
Poughkeepsie, New York
1-24 employees
Financial Planning, Comprehensive Individual Investment Management Strategies, Pension Design Assistance, Pension Consulting, Retirement Planning, Education Planning, Insurance Evaluation, and other Individual and Corporate Services.Securities, Advisory Services & Financial Planning are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: FL, GA, MA, MI, MO, MT, NJ, NY, PA.Security registrations held through LPL Financial.
Retirement Benefits Rank
Market Leading
MARC GRAVATT
MARC GRAVATT
Poughkeepsie, New York
1-24 employees
Small World Wealth Management was founded in 1992 by Founder, CEO & Wealth Management Advisor Joe Small. Our company is built on his life purpose to "care for and protect loved ones now and for generations to come". This guiding principle has helped us build the number one team in Northwestern Mutual serving multiple states with comprehensive financial planning, insurance product counseling, investment portfolio development, fee-based planning, tax strategy and review of estates, wills and trusts. We currently have three offices (NY, Del & Fla) with a team of 24 financial services professionals and are proud of our 30-year affiliation with Northwestern Mutual. Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: smallworldwealthmanagement.nm.com
Retirement Benefits Rank
Market Leading
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FWM CO., INC.
FWM CO., INC.
Newburgh, New York
1-24 employees
Focused Wealth Management is a SEC Registered Investment Advisory firm committed to providing clients with asset management solutions and services. We offer a broad range of investment products, including equity and fixed income strategies across domestic, global and emerging markets. Focused Wealth Management has developed a special niche for Trusts, Not-for-Profits, Public and Private Endowments, Pension Funds, Foundations and Contingency Funds. As of December 31, 2021, we advise on more than $1.4 billion* in client assets. *As of December 31, 2021, discretionary assets under management were approximately $1,219,657,641, assets under advisement were approximately $255,022,165 million. Focused Wealth Management and Securities America are separately owned companies. Securities offered through Securities America, Inc. A registered broker/dealer. Member FINRA & SIPC. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. Please see website for full disclosures: www.focusedwealthmgmt.com
Retirement Benefits Rank
Market Competitive
EMERALD RETIREMENT PLANNING GROUP, INC.
EMERALD RETIREMENT PLANNING GROUP, INC.
Stony Point, New York
1-24 employees
For more information about Emerald Retirement Planning Group, please go to: https://www.emeraldretirement.com For more information about our President Matthew Clement, please go to: https://www.linkedin.com/in/matthewsclement Investment Advisor Representative offering advisory and securities through Cetera Advisors LLC, a Broker-Dealer and Registered Investment Advisor, Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Retirement Benefits Rank
Market Competitive
CONCORDIA FINANCIAL GROUP, INC
CONCORDIA FINANCIAL GROUP, INC
Oak Ridge, New Jersey
1-24 employees
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our firm has years of experience in the financial services industry. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Please call 973-697-6300 and let us know how we can be of service.
Retirement Benefits Rank
Market Laggard
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