Premier Consulting Partners

Bristol Financial Services is a full-service independent broker dealer based in Oyster Bay, NY, specializing in financial and retirement planning. With a team of experienced professionals, including a Certified Financial Planner, Bristol offers a wide range of services, including retirement planning, investment management, insurance planning, and employee benefit programs. With a history dating back to 1968, Bristol has built a reputation for providing personalized and comprehensive financial solutions to individuals, families, and business owners. As a trusted advisor, Bristol Financial Services caters to a diverse clientele, including business owners, individuals, and families. Their services are tailored to meet the unique needs of each client, whether it's tax planning, asset allocation, risk management, estate planning, or insurance planning. With a commitment to delivering exceptional service and attention to detail, Bristol Financial Services helps clients navigate their financial journey and achieve their long-term goals.Generated from the website

Excomp Asset Management is an independent financial advisory and asset management firm based in Melville, NY. With over a decade of experience, they offer full-time professional portfolio management and retirement consulting services, ensuring that each account is managed independently to align with clients' goals and objectives. Their mission is to help clients effectively manage their assets by selecting the most suitable investments while meeting their objectives for safety, growth, income, risk, and liquidity. Committed to providing cutting-edge service, Excomp Asset Management maintains a team of highly educated, experienced, and well-trained professionals. They manage portfolios for individuals, IRA s, trusts, and corporate retirement plans.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Melville, NY area, Jeffrey E Wenzel will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.