Bayview Asset Management

Traverse Capital Management LLC, located in Huntington, NY, specializes in guiding clients on their journey to financial independence with a personalized approach to financial planning and investment management. Drawing inspiration from the concept of traversing slopes in skiing, the firm prioritizes understanding individual client goals and tailoring strategies to ensure a smooth and productive financial experience. Under the leadership of Michael Palma, Traverse Capital Management emphasizes open communication and a deep commitment to client well-being, providing expert guidance on various financial matters, including estate planning and investment strategies. The firm distinguishes itself by valuing client success stories and focusing on creating customized plans that align with each individual's unique financial situation and aspirations. Generated from the website

Safe Harbor Asset Management, located in Huntington, NY, is a fee-only SEC Registered Investment Adviser dedicated to managing family wealth and mitigating taxes to enhance clients' financial well-being. The firm specializes in providing investment-grade property alternatives for 1031 Exchanges, leveraging a robust inventory of Delaware Statutory Trusts (DSTs) to help affluent investors sustain their wealth through strategic planning. Guided by the principles of Modern Portfolio Theory, Safe Harbor employs a global strategic Asset Allocation model to construct diversified portfolios, combining index and enhanced index funds. The firm is also recognized for its commitment to client education, offering lectures on topics such as tax-deferral strategies and retirement planning to empower clients in navigating complex financial landscapes. Generated from the website

Daniels Andrew P CPA, located in Melville, NY, is a Huntington-based accounting professional specializing in serving local businesses and residential clients. With a focus on providing quality financial services, this firm offers expertise and personalized attention to meet the needs of both commercial and individual interests in the area. Generated from their available business information