Raymond James Financial Services

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

Fidare Wealth Solutions, located in New Hyde Park, NY, specializes in personalized financial services including retirement planning, tax planning, investment management, and estate planning. Their dedicated team aims to provide clients with tailored strategies that align with individual financial goals, ensuring comprehensive support throughout their financial journey. Committed to acting in their clients' best interests, Fidare Wealth Solutions operates as a Registered Investment Advisor (RIA), adhering to a fiduciary standard. This approach allows them to navigate the complexities of financial decisions while prioritizing clients' unique circumstances and aspirations. Generated from the website

Perl Grossman Associates LLP is a boutique accounting firm located in Lake Success, NY, offering a comprehensive range of financial and business services tailored to meet the needs of their clients. With a commitment to delivering personalized service of the highest quality, the firm aims to proactively address client inquiries and exceed expectations. The team at Perl Grossman Associates consists of dedicated professionals focused on helping businesses achieve the highest return on their investment. In addition to their core services, they provide useful financial tools and access to leading sources of information to support their clients' financial success. Generated from the website