Randy Mason - Bristol Financial

NMS Management is a leading organization based in Oyster Bay, Town of, NY, offering a range of services and forums for endowments, foundations, healthcare institutions, and investment officers. Their membership-based community provides educational forums, roundtables, and industry papers, allowing members to stay informed and connected with the latest trends and challenges in the investment field. With a focus on fostering collaboration and knowledge-sharing, NMS Management hosts exclusive gatherings for CIOs and senior investment officers, sponsored by select fund managers. Their commitment to providing valuable insights and networking opportunities makes them a trusted resource for professionals in the investment industry.Generated from the website

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

At STEPNIEWSKI & ASSOCIATES, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Jericho, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.