Stein Stephen Cfp

We are a New York CPA and consulting firm with international capabilities through Moore Stephens International. We serve clients throughout the New York metro area, including Long Island, New Jersey, Connecticut, and Pennsylvania, as well as clients across the country and around the world...

PortfolioShop is a leading Portfolio Management software provider with over 25 years of experience, offering solutions for shadow accounting, performance measurement, client reporting, and risk management. Trusted by financial institutions, investment managers, family offices, and service providers, PortfolioShop's platform streamlines back-office operations and provides valuable insights for managing complex fund structures. With a focus on end-to-end automation, accuracy, and concierge service, PortfolioShop's platform integrates data from custodians, ensures daily reconciliation, and offers customizable reporting packages. Clients praise the platform's ease of use, wide selection of reports, and reliable performance, making it a go-to solution for fund managers, administrators, and OMS providers seeking efficient and actionable investment data.Generated from the website

Westco Financial Group, located on Hempstead Avenue in Lynbrook, NY, is dedicated to assisting friends and clients in reaching their financial objectives through personalized guidance from experienced advisors. With a focus on building lasting relationships, Westco Financial Group aims to provide trusted financial advice and support for individuals looking to secure their financial future. Generated from their website's infomation