David Samet

Thrivent Financial located in Montvale NJ is a dedicated financial advisory firm that focuses on helping clients achieve their financial goals. With a team of experienced advisors they offer personalized guidance on investments retirement planning and insurance solutions. Their mission is to empower individuals and families to make informed financial decisions and secure a prosperous future. Generated from this place's information

PKF O'Connor Davies, LLP is a comprehensive accounting and advisory firm located in Woodcliff Lake, NJ, offering a wide range of services including assurance, tax, and advisory solutions tailored to various industries such as healthcare, technology, and not-for-profit organizations. The firm specializes in areas like employee benefit plans, forensic investigations, and cybersecurity, providing clients with strategic insights and operational support to enhance their business performance. With a commitment to diversity, equity, and inclusion, PKF O'Connor Davies emphasizes community involvement and global reach, ensuring that they stay ahead of industry trends and deliver exceptional value to their clients. Their extensive service offerings also include outsourced services, wealth planning, and risk advisory, making them a trusted partner for businesses and individuals alike. Generated from the website

Clarfeld Financial Advisors offers a range of financial planning, investment advisory, tax and executive services to high net worth individuals and families, including owners of closely held businesses. The firm offers investment advisory services, including asset allocation evaluating investment vehicles and portfolio management. In addition, it provides benefits analysis stock option planning and family financial services. Clarfeld Financial Advisors specializes in financial planning services that include cash flow management asset allocation education funding, and retirement income and estate planning. The firm also offers risk management and insurance services. Clarfeld Financial Advisors organizes quarterly investment seminars on financial marketplace and investment strategies. It also offers educational seminars on a variety of financial planning, investment and wealth management topics. Clarfeld Financial Advisors is located in Tarrytown, N.Y.