Sullivan County Private Investment Office located in Sullivan County New York. Private company in the Catskills.

CL King is a leading women-owned securities firm and is WBENC-certified. Since our founding in 1972, CL King has evolved from an equity boutique to a full-service investment bank. Our focus on debt and equity capital markets remains the core of our robust platform supported by a well-respected research, sales, trading and clearing operation. When combined with our strong capital base, we are an active securities underwriter. We co-manage bond offerings, IPOs, follow-ons, secondaries, convertibles, and preferreds. In addition, we transact directly in the capital markets on behalf of corporations through our Corporate Services business focused on share repurchase and continuous share offerings ("ATMs"​). Member of FINRA and SIPC. Check the background of this firm on FINRA's BrokerCheck: http://brokercheck.finra.org

Purshe Kaplan Sterling Investments ("PKS"​) is a full-service broker/dealer and financial services firm headquartered in Albany, New York. The Firm traces its roots to 1993 when it began as a regional brokerage firm. PKS has grown substantially over the past decade and now has over 440 offices and more than 1200 Registered Representatives operating in a classic open architecture environment. PKS is registered with the U.S. Securities and Exchange Commission and is a member of FINRA and the Municipal Securities Rulemaking Board. PKS clears its trades through National Financial Services LLC, offering state-of-the-art products and technology to our Registered Representatives. In addition, PKS provides access to every major Investment Company, hundreds of Variable Annuity products and access to some of the top professional money managers in the country. PKS is committed to providing its Registered Representatives with the freedom to offer clients a full spectrum of investment choices. PKS does not own investment products. The absence of proprietary products coupled with unrestricted access to investment products provides our Registered Representatives with the flexibility to help you achieve your investment objectives.

Graypoint LLC is a multi-family office, financial planning, and investment management firm for high-net-worth families and organizations. Graypoint can manage all the financial affairs for individual clients from high-net-worth to ultra-high-net-worth and provide financial advising and investment management to private foundations, nonprofit organizations, and other institutions.

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

Keator Group LLC is a financial services company based out of 218 Main St, Lenox, Massachusetts, United States. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Keator Group is not a registered broker/dealer and is independent of Raymond James Financial Services Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

At Barron Financial Group, we believe in the power of a long-term, strategic approach to financial planning and investment. Our unique blend of real-life financial planning and proprietary investment strategies is meticulously designed to meet our clients' diverse needs. Our core philosophy centers on reducing stress and empowering our clients to manage their financial health successfully. Why Choose Barron Financial Group? 1. Client-Centric Approach: We're dedicated to delivering an exceptional customer experience, which we believe sets us apart in the financial services industry. By serving a select group of clients, we ensure that each client receives the personalized time and attention essential for comprehensive planning. 2. Holistic Financial Solutions: Understanding that finance is interwoven in every life aspect, we listen attentively and collaborate closely with our clients to develop financial solutions that genuinely resonate with their individual needs. Our team ensures that clients have direct and easy access to their advisors for any queries or concerns. 3. Disciplined Investment Philosophy: Our investment strategy is characterized by discipline, a crucial attribute in an ever-evolving market landscape. We continually assess asset allocations, economic cycles, market conditions, and rebalancing opportunities. This vigilant approach ensures that our clients benefit from the best of what Barron can offer. 4. Dynamic Financial Planning: We view financial advice as a lifelong journey, managed progressively over time. While capable of crafting comprehensive financial plans, we focus on addressing immediate financial stress points with swift, effective solutions, moving methodically to subsequent areas of concern. This action-oriented, consultative approach between advisor and client has proven to be both cost-effective and practical for our clients. Join Us on Your Financial Journey

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.

Please visit our website at www.allsquarewealth.com for information about our firm.

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.

Financial Planning with emphasis on Survivors Solutions.

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