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• Address 140 Broadway, New York, NY, 10005
• phone 646-231-7810
• Contact Leighanna Morbey
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AFEX - Associated Foreign Exchange
AFEX is a leading global foreign exchange specialist providing companies with exceptional exchange rates, market expertise, and unrivalled personal service. AFEX offers a comprehensive range of international payment and foreign exchange services, including foreign currency drafts, wire transfers and risk management tools. AFEX can handle every aspect of a client’s foreign payment needs, from risk consultation to transaction execution-AFEX makes doing business overseas easier and more profitable. Call to find out how
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• Address 530 5th Avenue, 16th Floor, New York, NY, 10036
• phone 917-472-2660
• Contact Todd Hubley
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Ameriprise Financial
Taxpayers often miss opportunities to make tax-smart moves. The decisions you make now about retirement plans, education accounts and charitable and other gifts can benefit you later. Contact me about finding strategies to help you manage your taxes now and in retirement.
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• Address 32 Court Street, Brooklyn, NY, 11201
• phone 718-210-2332
• Contact Kenneth Marable
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AXA Advisors, LLC
AXA Advisors, LLC is a subsidiary of AXA Financial, Inc., a member of the AXA Group. Financial services and products available to individuals and small businesses through AXA Advisors and its affiliates include: Financial, Business, Retirement, College and Estate planning strategies, with offerings of Life, Disability Income, and Long Term Care insurance, Annuities, and Mutual Funds.
Securities and investment advisory services offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Annuities and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. Individuals may transact business and/or respond to inquiries, only in state(s) in which they are properly registered and/or licensed. Age-55044(04/10)
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• Address 1 Bryant Park, 34th floor, New York, NY, 10036
• phone 646-855-5899
• Contact Keping Liang
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Bank of America
Commercial Banking
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• Address 1345 6th Avenue, New York, NY, 10105
• phone 212-756-4649
• Contact Avrumie (Rummie) Herssein
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Bernstein Global Wealth Management
Bernstein Global Wealth Management, a unit of AllianceBernstein, has focused solely on research and investment management for more than 40 years. We offer a full range of investment services in all the world’s major markets, and we centralize portfolio management to ensure that all of our clients benefit from the firm’s best investing ideas. By integrating our investment services with sophisticated planning tools, we help the individuals and families, business owners, family trusts and foundations, and other financial guardians we serve build and preserve wealth across generations. As a financial advisor and discretionary money manager, we are bound by a fiduciary responsibility to our clients. Our mission is to help them limit risk and reach their goals across market cycles.
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• Address 44 Wall Street, New York, NY, 10005
• phone 212-388-6222
• Contact John Lezcano
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Cabot Lodge, LLC
We are a financial services firm providing individual investors access to alternative investments as well as traditional investments, so as to help diversify their portfolios and introduce them to unique or exclusive investment opportunities. We do not have a “standard model portfolio” because each of our clients has their own unique needs and goals. We work with our clients to understand their goals, preferences and risk tolerances and help them design a portfolio to meet their needs. Since we specialize in alternative investments, we are able to customize a portfolio by adding asset classes that experience low-correlation to the volatility of the general stock and bond markets.
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• Address 1146 Forest Avenue, Staten Island, NY, 10310
• phone 718-980-3737
• Contact Allan Katz
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Comprehensive Wealth Management Group
Comprehensive Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available. For each of our clients we strive to help create financial confidence and provide financial independence
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• Address , New York, NY, 10016
• Contact David Sharek
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DavidSharek.com
DavidSharek.com provides portfolio management and stock research from its offices in Manhattan.
David Sharek is one of Wall Street’s premier stock portfolio managers, averaging a return of 24% a year his first five years as a portfolio manager. He believes that corporate profits (earnings) ultimately drive the prices of individual stocks and has developed a system which he believes allows him to find tomorrow’s stock market winners today.
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