Doremus Financial

Raymond James Financial Services is a global firm based in New York, NY, offering trusted financial advice and tailored strategies for individuals and institutions. Their comprehensive services include wealth management, investment solutions, retirement planning, estate and charitable giving, banking, lending, insurance, and institutional and private wealth services. With a strong focus on corporate responsibility and sustainability, Raymond James partners with organizations like Junior Achievement of Tampa Bay and fosters a supportive and inclusive work environment for its associates. The firm values culture and is dedicated to working responsibly and sustainably to ensure the financial well-being of their clients. Generated from the website

Light Billing Management is a financial advisory firm located in the heart of New York NY. Specializing in personalized financial planning investment strategies and billing management the firm aims to help clients achieve their financial goals effectively. With a team of experienced professionals Light Billing Management offers tailored solutions to individuals and businesses alike ensuring a comprehensive approach to financial health. Generated from this place's information

Wealth Partners Capital Group, based in New York, NY, is a growth and M&A partner for best-in-class Registered Investment Advisors (RIAs) seeking to sell their firms for succession solutions or to accelerate growth. The firm has executed 155 acquisitions since its launch, managing over $61 billion in acquired assets under administration (AUA) across partner firms. With a mission to leverage capital and strategic M&A expertise, Wealth Partners Capital Group aims to help fiduciary partners expand their reach and impact. The company collaborates with nationally recognized wealth management firms to support independent RIAs and advisors in achieving successful outcomes for themselves and their clients. Generated from the website