Marello Investment Advisors

Call our real estate consultants at (844) 678-7686 in New York, NY, for services that answer your real estate investment questions.

Investment Management Advisors Inc (IMA) is a New York-based investment advisory firm that specializes in managing portfolios for individual investors and smaller institutions. By employing an asset allocation strategy and utilizing no-load mutual funds tailored to clients' specific investment needs, IMA aims to deliver the same investment approach used by large institutional investors and affluent families. As fee-only advisors, IMA prioritizes minimizing potential conflicts of interest, ensuring that clients receive independent and objective investment advice. The firm manages a diverse range of account types, including individual and joint accounts, IRAs, pensions, and personal trusts, all while focusing on helping clients achieve their financial goals. Generated from the website

Yankee Planning Group is a technology services provider that focuses on assisting clients across various sectors, including business, industry, government, and environmental advocacy. Their mission is to implement effective strategies that enhance technology's role in organizations, ensuring it aligns with existing practices rather than forcing change. They offer a range of services including web and database management, email and domain hosting, social media integration, and marketing outreach tools. Their approach emphasizes empowering clients with current technologies while providing training to maximize productivity and engagement. Generated from the website