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•  Address One State Street, New York, NY, 10004
•  phone 212-480-4900
•  Contact Phil Dushey
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Global Financial Training
Fiancial Training Program

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•  Address 950 Third Avenue, 28th floor, New York, NY, 10022
•  phone 646-571-0789
•  Contact Michael Smith
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Granite Springs Asset Management
Granite Springs Asset Management LLC is an independent Registered Investment Advisor that manages investment portfolios for private clients, family offices, foundations, pension plans and other institutions. Granite Springs specializes in managing tax-exempt municipal bond portfolios, implementing tactical asset allocation strategies using ETFs (exchange traded funds), and managing taxable fixed income portfolios for private client IRAs, pension plans, and foundations.

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•  Address 227 E. 56th Street, Suite 401, New York, NY, 10022
•  phone 212-759-3920
•  Contact Barbara Grimaldi
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Grimaldi & Associates
Insurance and Financial Services

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•  Address 1185 Avenue of Americas, New York, NY, 10036
•  phone 212-575-0676
•  Contact Juana Stroughn
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HSBC Premier
Financial Services

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•  Address 1160 Industrial Rd, Suite 1- PO Box 7080,, San Carlos, CA, 94070
•  phone 800-248-8447
•  Contact Agatha Javellana Schmidt
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IRA Services Trust Company
IRA Services Trust Company has more than 30 years of experience offering unmatched custodial and administrative services in the self-directed IRA industry. We provide experience, superior service, true diversification and low fees, giving you more choices and more control for a better retirement.

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•  Address 80 Broad Street, New York, NY, 10005
•  phone 516-515-8199
•  Contact Jacob Petion
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Jacob Petion
I am a financial services professional who strives to offer the most comprehensive financial plans for my clients. I believe in finding the most cost effective, beneficial plans that suit my clients’ needs.

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•  Address 575 Broadhollow Rd, Melville, NY, 11747
•  phone 631-465-9090
•  Contact Anthony Chen
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Lighthouse Financial Network, LLC
Financial Planning Firm

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•  Address 1359 Broadway, Suite 820, New York, NY, 10018
•  phone 646-532-3964
•  Contact Adrienne Turner
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Lincoln Financial Advisors
Financial Services

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•  Address 60 East 42nd Street, New York, NY, 10165
•  phone 646-395-7135
•  Contact Gene Panasenko
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LPL Financial
Comprehensive financial services, retirement planning and risk management

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•  Address 201 W. 52nd Street, 3rd floor, New York, NY, 10019
•  phone 212-643-6232
•  Contact Daniel Joyce
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LPL Financial
Financial Services

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•  Address One Penn Plaza, Suite 2035, New York, NY, 10119
•  phone 646-473-4147
•  Contact John Napolitano
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Mass Mutual
Financial Services

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•  Address 73 Gilchrest Road, Valley Cottage, NY, 10989
•  phone 845 323 3666
•  Contact George Joseph
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Mass Mutual Tri State
Financial Services

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•  Address 717 Fifth Avenue, New York, NY, 10022
•  phone 212-415-8053
•  Contact Gerald P. Di Chiara
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Merrill Lynch
Gerald Peter Di Chiara leverages the full range of tools, services and specialists available at Merrill Lynch to provide clients with comprehensive financial planning and asset management solutions. While he works with a wide range of high net worth clients, a special focus of his practice is addressing the complex financial needs of CEOs and other C- level executives. In addition, Gerald has a special affinity for working with attorneys since several members of his family are in the profession.

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•  Address 1251 Avenue Of The Americas, New York, NY, 10020
•  phone 212-382-8597
•  Contact Roy A. Schoenfeld
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Merrill Lynch
The Pachter Group at Merrill Lynch Wealth Management is dedicated to working with individuals, families and businesses to help them make informed decisions and pursue their financial objectives. We see investing from your perspective and pledge to remain a constant in your life. By truly listening to your needs and what is most important to you - whether it's providing an education to your heirs, buying a vacation home or retiring on your own terms - we are able to explore your aspirations, work with you to connect all of the pieces of your financial life and translate your goals into a customized investment strategy.

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•  Address 200 Park Ave, New York, NY, 10166
•  phone 212 338 6089
•  Contact Keith Conboy
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Merrill Lynch
Financial Services

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•  Address 277 Park Ave, 44th floor, New York, NY, 10172
•  phone 914-582-0761
•  Contact Ginevieve Milar
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MetLife Premier Client Group
Financial Planning and Risk Management

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•  Address 101 Park Avenue, NYC, NY, 10178
•  phone 212-503-2355
•  Contact Frederick Pazmino
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Morgan Stanley
Investment management, secured lending, mortgages, annuities, and financial planning.

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•  Address 7600 Jericho Turnpike, Suite 403, Woodbury, NY, 11797
•  phone 646-331-1910
•  Contact Marty Chera
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New York Business Brokerage
NYBB Inc. specializes in the confidential sale, acquisition and valuation of small to mid-sized privately held businesses. Our clients include private equity groups, owners of privately held corporations as well as individual investors. As a company with a solid proven track record of success that is actively managed by a Certified Mergers & Acquisitions Advisor, and Certified Business Intermediary, we have established ourselves as one of the most trusted and respected names in the business buy/sell marketplace. Our technical expertise and uncompromising dedication to the highest ethical standards in our industry have not gone unnoticed. Please visit our video section to view just a few of the many testimonials we have received from buyers, sellers, attorneys and financial professionals.

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•  Address 825 Third Avenue, 17th floor, new York, NY, 10022
•  phone 212-446-3626
•  Contact allen weiss
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Oppenheimer & Co. Inc.
bank holding company-financial services

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•  Address 1441 Broadway, 3rd floor, New York, NY, 10018
•  phone 212-675-9360
•  Contact Kevin McCormack
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Pension Parameters Financial Services Inc.
Financial Services- At Pension Parameters, we are committed to developing efficient and affordable solutions to meet your financial goals. If you are self-employed or run a small business and want to launch a new retirement plan – or improve your current offering – we can help. Whether it’s a 401(k), profit-sharing or defined benefit plan, or an IRA, we can expertly assist you in determining the most advantageous option for your unique situation. And for your own retirement planning needs, we are here to develop a customized investment plan that will help you reach your goals for retirement. We’d enjoy the chance to talk with you about how we can help you better prepare for a financially secure future. Contact us to schedule a one-on-one consultation.

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