Martinson Stoller Advisors

Vanderbilt Financial Group, headquartered in a LEED-Certified Platinum building, is a pioneering investment firm that focuses on providing flexible, collaborative, and innovative solutions to both advisors and clients. The firm emphasizes social and environmental responsibility, commitment to advisor support, and a personalized approach that empowers advisors to grow their practices and better serve their clients. Recognized as The Best Place to Work for seven consecutive years, Vanderbilt cultivates a culture of community collaboration and impactful investing, where advisors and clients work together to achieve their future aspirations. With its guiding principles of Gratitude, Respect, Innovation, Teamwork, and Trustworthiness (GRITT), Vanderbilt is dedicated to redefining the finance landscape while ensuring world-class service with a family office feel. Generated from the website

Raphael Goldberg Nikpour Cohen & Sullivan CPAs, based in Woodbury, NY, is a dedicated CPA firm specializing in a wide range of financial services, including individual and corporate taxation, international taxation, small business accounting, and estate planning. With a client-centric approach that goes beyond basic compliance, the firm aims to improve management procedures and enhance cost efficiencies for its clients. The firm is well-connected with various banking institutions, which aids clients in securing necessary funding. By offering extensive experience and knowledge in financial matters, they prioritize informed decision-making through detailed consultations tailored to individual financial needs. Generated from the website