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New York / New York / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Ghent / New York / United States
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As an AXA Advisors financial professional, my goal is to deliver sound financial, investment and insurance strategies that are designed to help you take control of your future.
Lancaster / New York / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
New York / New York / United States
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Whether its saving to buy a home, traveling or simply feeling confident that youll be able to live the retirement youve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement approach, I work one-on-one with my clients, and really get to know them. This way, I understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
New York / New York / United States
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Business Funding Solutions For You! We review the particulars of any new funding request by focusing on the borrowers geographic location, loan size, industry type, collateral (if any), mix of collateral, historical cash flows, credit profile, etc. in order to identify lenders who can fulfill the specific requirements of the borrower. We send a written synopsis of the transaction to specific lenders we have identified and further speak with them to select the most likely candidate who will provide the best overall proposal. Our mandate and obligation is to obtain the best financing transaction available for our client. Skills and Expertise We are commensurate real estate professionals with strong experience in real estate principalling and transactional finance. Commercial Real Estate Finance Our clients are folks who are looking for debt and/or equity for acquiring commercial real estate assets,or sponsors who are seeking to repurchase their loans and/or recapitalize/restructure their existing assets from ranging from $1 - 30 million. Structured products We arrange bridge loans, equity, preferred equity and mezzanine capital. Specializing in joint venture equity for improved property and land development projects for sponsors and operators who cannot readily access capital from traditional banking sources. Capital Formation and Introduction for Real Estate Transactions We have a proven ability to structure simple and complex real estate transactions for real estate sponsors both at the fund level and at the individual asset level across the capital spectrum to minimize dilution and optimize the capital structure. Often these solutions involve a hybrid of debt and equity. Using our distribution capabilities, we target a specific group of investors- either retail or institutional - and organize meetings that can effectively maximize our sponsor’s time.
Saratoga Springs / New York / United States
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The advisor listed is an Ameriprise financial advisor in Albany. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. How will you be brilliant? I can help.Im not only in the business of helping you pursue your wealth. Im also in the business of helping you grow your financial confidence in the future. Ill help you balance pursuing your dreams for tomorrow with what you want today. Well use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals. Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
Horseheads / New York / United States
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Long-time licensed Stockbroker/Investment Advisory Representative and licensed Life Insurance Agent Mike Neal leads a talented team of individuals who comprise M. A. NEAL Financial Services, a financial services and wealth management firm that has built a reputation for providing outstanding service to Upstate New York and the Northern Tier of Pennsylvania area individuals seeking responsive, responsible financial guidance.
Elmira / New York / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Castile / New York / United States
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Bank of Castile offers a wide variety of noninterest-bearing checking accounts with low balance requirements. It offers credit cards to its clients. It provides a personal loan program and mortgage loans to the customers. Bank of Castile also offers deposit accounts, business loans, and agricultural banking and equipment leasing services. It offers trust services through investments, charitable gift funds, estate settlements and standby trusts. It offers personal banking products, including checking, savings and money market accounts, ATM and debit cards, safe deposit boxes and order savings bonds. Its online banking services include transferring money between accounts; viewing current balances and transactions; and downloading account information into software programs.
Rochester / New York / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Yorktown Heights / New York / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Saratoga Springs / New York / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
New York / New York / United States
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Retirement Aspirations is run by a team of specialists who are experienced in working with Fortune 500 clients. Our consultants instruct businesses and their employees on Employer Sponsored Plans, working to educate and empower them to make critical decisions for retirement and the future with confidence. We are here, because we’ve heard your concerns. Many people are in the dark when it comes to making well-informed decisions about their health and their future. These important life decisions are made all the more frustrating when corporate policies on customer talk time stifle the ability to communicate with financial professionals. Misinformation and lack of information are the greatest problems when it comes to financial decisions. Up until now, no single resource has broken down the complex information and terminology surrounding retirement plans. Retirement Aspirations was founded to meet this need. We take the complex information and terminology regarding Employer Sponsored Plans and simplify them, presenting them in a thorough and cohesive manner. By dissolving the burden of deciphering financial industry language, we not only provide answers to frequent questions; we prepare and deliver the knowledge necessary for you to take control and be in charge of your investments.
Hamburg / New York / United States
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At Citizens Bank, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or any other question about money, don’t keep it to yourself. Ask a Citizen. We have approximately 1,150 Citizens Bank branches in 11 states and approximately 3,300 ATMs. In addition, our customers stay connected with us 24/7 online, through our award-winning mobile app and via our round-the-clock customer contact center. Member FDIC. Equal Housing Lender.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Honeoye Falls / New York / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Rochester / New York / United States
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Fortunately, even the most complex financial issues can be handled successfully with the help a dedicated advisor who is experienced and knowledgeable about the realities of wealth. Investment Strategist Certificate, IMCA, Wharton School of Business 2007; Certified Investment Management Analyst, IMCA, Wharton School of Business 2005; Chartered Financial Consultant, American College, 1993; Certified Financial Planner, College of Financial Planning, 1989; Cornell University, BS 1982
Saratoga Springs / New York / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.