Safian Investment Research

Pemco Financial Services is a reputable firm in Harrison, NY, offering a comprehensive range of tax, accounting, payroll, and business services. With a team of experienced professionals, they cater to the diverse needs of their clients, providing accurate and insightful financial solutions to help achieve their goals. Combining the advantages of a large firm with the personalized touch of a small business, Pemco Financial Services ensures that clients feel at home and part of the family. Their singular focus on service and commitment to maximizing success instills peace of mind, making them the go-to choice for individuals and businesses seeking expert financial guidance.Generated from the website

Dematteo Monness LLC is a financial services firm based in Purchase, NY. Specializing in investment research and advisory services, the company caters to a diverse clientele seeking strategic financial guidance. With a focus on delivering personalized solutions, Dematteo Monness LLC assists individuals and businesses in navigating the complexities of the financial market. Their team of experts offers tailored recommendations to help clients achieve their financial goals. Generated from their business information

Neil Klein at UBS Financial Services Inc. in Purchase, NY, is a Senior Vice President specializing in wealth management and financial planning. His customized approach focuses on guiding clients through major life events while preserving and passing on their wealth through thoughtful strategies that encompass all aspects of their financial lives. Recognized as one of Forbes' Best in State Wealth Management Teams for 2025, Neil Klein combines his extensive experience with the UBS Wealth Way framework, which emphasizes liquidity, longevity, and legacy. This holistic approach helps clients navigate their financial goals and adapt to changing market conditions, ensuring a comprehensive strategy for wealth management. Generated from the website