Independent Investors Inc

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Aventine Investment Management Incorporated in Huntington Station, NY specializes in helping New York State homeowners lower their property taxes through the tax grievance process. They handle all paperwork, research, and court dates, making it a hassle-free experience for their clients. With years of experience and a track record of successful reductions, Aventine Properties LLC offers a straightforward fee structure based on a percentage of the tax savings achieved for their clients. Their efficient process aims to save homeowners thousands of dollars on their property tax bills. Generated from the website

Herold & Lantern Investments is a family-owned wealth management boutique with a national presence, serving individual and broker-dealer clients. With a commitment to personalized client experience, they combine risk management, capital growth, and wealth preservation strategies to help clients achieve their financial goals. Leveraging smart technology and their expertise in bond investments, Herold & Lantern Investments has been serving the financial needs of investors since 1972. Through their advisory firms, Herold Advisors, Inc. and Lantern Wealth Advisors, LLC, they offer fee-based asset management, wealth management, and financial planning services to high net worth individuals and families. Additionally, their institutional team provides tri-party clearing arrangements to broker-dealers, small to mid-sized banks, and credit unions, helping them navigate new regulations and enhance cybersecurity measures. With a strong focus on dedication, accountability, proactivity, and responsibility, Herold & Lantern Investments is dedicated to building a strong future while continuing the legacy of their long-established firms.Generated from the website