Mortgage Financial Services Inc

Safe Harbor Asset Management, located in Huntington, NY, is a fee-only SEC Registered Investment Adviser dedicated to managing family wealth and mitigating taxes to enhance clients' financial well-being. The firm specializes in providing investment-grade property alternatives for 1031 Exchanges, leveraging a robust inventory of Delaware Statutory Trusts (DSTs) to help affluent investors sustain their wealth through strategic planning. Guided by the principles of Modern Portfolio Theory, Safe Harbor employs a global strategic Asset Allocation model to construct diversified portfolios, combining index and enhanced index funds. The firm is also recognized for its commitment to client education, offering lectures on topics such as tax-deferral strategies and retirement planning to empower clients in navigating complex financial landscapes. Generated from the website

Located in Huntington, NY, Edward Jones Investments - Lizbeth K Lindley stands as a beacon of financial guidance for individuals, families, and small businesses seeking to navigate the complex world of investment and financial planning. The firm's emphasis on personalized solutions spans across investment management, retirement and estate planning, and education savings programs, ensuring that each client receives tailored advice to suit their unique needs. At Edward Jones, the commitment to fostering strong advisor-client relationships is evident in the dedicated financial advisors available nationwide. Through thoughtful consultations and ongoing support, clients are guided through life's various stages with comprehensive planning and expert advice. By focusing on individualized care and customized strategies, Edward Jones Investments - Lizbeth K Lindley offers a refreshing approach to financial planning that caters to a diverse range of investors. Generated using this brand's available information

Wall Street Calendar Corp, based in Huntington, NY, specializes in providing valuable calendar-related services tailored for the financial sector. The company offers a range of products that assist professionals in keeping track of key dates and events in the industry. Known for its reliability, Wall Street Calendar Corp is dedicated to delivering high-quality solutions that cater to the needs of its subscribers. Their commitment to customer satisfaction and industry expertise makes them a trusted resource for financial professionals. Generated from the website