Advisors near Cold Spring, New York
Showing 1 - 12 of 174 results
FIELDSTONE  - NEW YORK, NY
FIELDSTONE - NEW YORK, NY
Mahwah, New Jersey
Fieldstone brings years of global experience in energy and infrastructure. In Africa and emerging economies, our market credibility has allowed us to build a broad investment banking platform serving other sectors as well as directing asset management and principal investments.
INSURAMAX - NEW YORK, NY
INSURAMAX - NEW YORK, NY
New York, New York
Established in 1970 by Marvin Smith, our company has grown to a full service insurance agency. Currently, Insuramax serves the insurance needs of over 5,000 individuals and families, and over 1,000 businesses. Insuramax is a firm that utilizes a unique business model known as the "Risk Reduction Approach and/or Total Benefits Approach". We focus on an elite client group providing long term risk reducing services that will lower their total cost of risk and improve their profitability. As a result of implementing a specifically designed risk reduction plan our client's operations become more attractive to the insurance marketplace.
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ROSSITER INSURANCE AGENCY - NEW YORK, NY
ROSSITER INSURANCE AGENCY - NEW YORK, NY
Oyster Bay, New York
Rossiter Insurance Agency: Crafting Health and Financial Solutions Rossiter Insurance Agency, a stalwart of expertise, pioneers innovative health insurance plans and personalized financial strategies. With decades of dedication, the agency excels in both realms. Decades of Excellence: With a lasting legacy, Rossiter is an expert in health insurance and financial planning, nurturing strong client bonds and industry acclaim. Tailored Solutions: Specializing in adaptable health insurance, Rossiter ensures cost-effective coverage through comprehensive client assessments. Personalized Financial Plans: Beyond insurance, Rossiter's personalized financial strategies encompass short-term goals, risk profiles, and investments for enduring financial security. Client-Centric Approach: Clients are paramount; Rossiter's solutions are crafted through deep consultations, fostering trust and meeting individual needs. Industry Leadership: As industry drivers, Rossiter's leaders engage in events, infusing insights into cutting-edge offerings. Ethical Integrity: Ethics define Rossiter's operations, nurturing trust and reliability in all interactions. Empowering Futures: Beyond insurance, Rossiter partners to secure lasting futures, embodying empowerment, innovation, and steadfast support.
NFP - POUGHKEEPSIE, NY
NFP - POUGHKEEPSIE, NY
Fishkill, New York
We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes. NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland. We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.
MARSHALL & STERLING - NEW YORK, NY
MARSHALL & STERLING - NEW YORK, NY
Yorktown Heights, New York
Marshall & Sterling Insurance, Inc., founded in 1864, is among the largest privately owned insurance agencies in the United States, with total written premiums in excess of $1 billion. An employee-owned company with more than 550 insurance specialists, Marshall & Sterling maintains a national presence, is licensed throughout the nation* and the U.S. Virgin Islands, and is well positioned to serve the requirements of international clients. Marshall & Sterling is a leading broker for all lines of business and personal insurance, specialty risks including bonds, and employee group benefits, specializing in public entities, schools, campgrounds, the hospitality industry, manufacturers, professional and directors and officers liability, health care, construction, specialty programs, workers’ compensation and crime/bond. Marshall & Sterling has direct and preferred relationships with the leading insurance companies, providing clients with the broadest and most competitive programs available in the industry. According to a ranking by the Insurance Journal, Marshall & Sterling is currently ranked 32nd among more than 40,000 privately-held insurance agencies in the U.S. and is ranked among the top performers in the annual Best Practices Study conducted by the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) and Reagan Consulting. Follow Link to View Disclaimer: www.marshallsterling.com/linkedin-disclaimer
GROUP ADVISORY - NEW YORK, NY
GROUP ADVISORY - NEW YORK, NY
Clifton, New Jersey
Wealth Advisory Group has been empowering people with sound financial strategies since 1933. We employ a disciplined, comprehensive approach to wealth management. Our goal is to help you achieve the quality of life you’ve always imagined. More than 100 Associates are here to guide you through a full range of planning that may include insurance and investments tailored specifically for your needs. Wealth Advisory Group, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 355 Lexington Avenue, 9th Fl, New York, NY 10017, 212-541-8800. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Wealth Advisory Group LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2022-141079 Exp 07/24
ALERA GROUP - BRIDGEPORT, CT
ALERA GROUP - BRIDGEPORT, CT
Norwalk, Connecticut
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.
QUANTUM FINANCIAL STRATEGIES - NEW YORK, NY
QUANTUM FINANCIAL STRATEGIES - NEW YORK, NY
Mount Kisco, New York
Quantum FBI is a strategic finance and business intelligence advisory firm that orchestrates finance, technology, and talent to achieve financial clarity, amplify performance, drive growth, and deliver shareholder value. Backed with 25 years of Finance and Business Intelligence advisory, Quantum FBI knows how to lead a business through transformation while streamlining and solving growth blocks and inefficiencies. ____ Many early stage and middle market companies leave untold sums of time and money on the table from unrealized financial and operational opportunities. ✱ Do you have true financial visibility into every aspect of your business? ✱ How about access to the insights critical to growing your business? Visit www.QuantumFBI.com to learn more and book a free 30-minute consultation. Through expert financial advisory, we enable our clients to achieve financial clarity, drive growth, amplify performance, and deliver shareholder value. ___ CFOs are in the midst of an evolution that is happening at a radical pace in a market that is shifting and changing daily. Sounds dramatic because its impact is dramatic. Quantum FBI enables CFOs to make this shift and transform the Finance operation for long-term gain while meeting short-term demands and solving immediate challenges. We solve inefficient and ineffective finance operations and leverage strategic value from finance disciplines, could-based solutions, business intelligence, and data analytics resulting in complete transformation of the finance function. It is our unique value and how we help you. We serve the office of the CFO. __ Join us on our mission: We’re on a mission to transform finance in a big way. Transform how Executives view and utilize the finance department and teams. Transform what finance and accounting teams deliver, and how it is delivered. And transform the results into powerful business insights and breakthroughs.
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