Financial
Manta has 83 businesses under Financial in Purchase, NY
Featured Company Listings
CLAIMED
Financial Planning
Investment Management
Life Insurance
Retirement Planning
Long Term Care
As a fiduciary, I provide experienced, objective and independent advice, putting your needs and best interests first. I assist my clients with all of their financial planning, investment and insurance needs. Whether it's cash flow management, preparing for retirement, developing a strategy to replace income in retirement, ensuring the transfer of wealth to loved ones or planning for potential long term care costs, I help bring all of these pieces together into a comprehensive financial plan.
1
(1)
2000 Westchester Avenue
Purchase, NY
(914) 225-5510
Categorized under Commodity Dealers, Contracts
Categorized under Investment advice
TBP Advisors, Ltd. is a boutique investment management firm where our investment advisors have worked together for over 30 years. Portfolio management is our only business. In 1999, the firm was spun out of its predecessor firm of Thorson, Brown & Plunkett, Inc, located in Greenwich, CT. In 2003, TBP Advisors, Ltd relocated to its offices in Purchase, NY, and later acquired the New York City wealth management firm of Douglas Noyes, moving its portfolio management staff to its current location.
We manage your investment portfolio as if it was our own. To produce peace of mind, we want you to be well-informed about your investment portfolio. Our emphasis is on communication, and building lasting relationships with our clients.
2975 Westchester Ave Suite 418
Purchase, NY
(914) 437-7065
Categorized under Investment advisory service
Stratos Wealth Advisory Group was founded with the vision of serving clients who seek meaningful financial objectivity, open architecture, and a wealth of resources to meet any financial challenge that exists in today’s marketplace.
Categorized under Tax return preparation services
Categorized under Investment advisory service
We are dedicated to helping individuals, families & institutions to create solutions that achieve their financial goals. Our goal is to truly understand what each client is looking to achieve so that we can develop a customized approach to meet those needs.
Our services include financial planning, estate planning, insurance planning, hedging strategies, retirement planning, education planning, tax planning, covered calls, and investing strategies and advice.
Categorized under Investors (Unclassified)
Categorized under State Commercial Banks
Categorized under Federally Chartered Credit Unions
Categorized under Investment Offices, Nec
All Company Listings
CLAIMED
Financial Planning
Investment Management
Life Insurance
Retirement Planning
Long Term Care
As a fiduciary, I provide experienced, objective and independent advice, putting your needs and best interests first. I assist my clients with all of their financial planning, investment and insurance needs. Whether it's cash flow management, preparing for retirement, developing a strategy to replace income in retirement, ensuring the transfer of wealth to loved ones or planning for potential long term care costs, I help bring all of these pieces together into a comprehensive financial plan.
CLAIMED
Categorized under General Brokerage Investment Firms
CLAIMED
Categorized under Truck Finance Leasing
Categorized under Investors (Unclassified)
Categorized under State Commercial Banks
Categorized under Federally Chartered Credit Unions
Categorized under Investment Offices, Nec
Categorized under Investment Securities
Categorized under Money Market Funds
Categorized under Security Brokers and Dealers
Categorized under Financial Advisory Services
Categorized under Management Investment Open-End
Categorized under Investment Securities
Categorized under Non-Bank Holding Companies
3 Manhattanville Road
Purchase, NY
(914) 272-8080
Categorized under Investors (Unclassified)
Categorized under Short-Term Business Credit Institutions, Except Agricultural
Categorized under Investment Offices, Nec
Categorized under Investment Offices, Nec
Categorized under Financial Planning Consultants
Categorized under Financial Planning Consultants
Purchase, NY
Categorized under Money Market Funds
Purchase, NY
Categorized under Investment Securities
Purchase, NY
Categorized under Real Estate Investment Trusts
Categorized under Investors (Unclassified)
1
(1)
2000 Westchester Avenue
Purchase, NY
(914) 225-5510
Categorized under Commodity Dealers, Contracts
Categorized under Investors (Unclassified)
Categorized under Mortgages
Categorized under Investment Offices, Nec
1 Manhattanville Road # 201
Purchase, NY
(914) 694-8000
Categorized under Investors Syndicates
Categorized under Investors (Unclassified)
Categorized under Mortgages
Categorized under Mortgages
Categorized under Loan Agents
100 Manhattanville Road
Purchase, NY
(914) 251-9000
Categorized under Investment Holding Companies, Except Banks
Categorized under Financial Advisory Services
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