Thinking Big Financial

Creating a sound investment strategy for your situation can seem like an overwhelming task, but Piermont Wealth Management’s financial planners are here to help you. From creating a financial base for your retirement to saving for tuition, they can assist in a wide variety of situations. They have decades of experience assisting New Yorkers. The firm operates on a fee-only philosophy, which means there is no commission or conflicts of interest in the advice they offer. To receive a free consultation, call us today.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office on Madison Avenue is here for you, serving New York City and the Brooklyn and Queens boroughs. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Taylor Rafferty is one of the leading investor relation and financial communication advisors. It offers a range of services that include consulting, program support and capital market research. It specializes in providing support for companies and their advisors during secondary and initial public offerings. In addition, it provides capital market perceptions and analyzes equity and fixed-income market ownership trends. It undertakes a variety of research and development programs, including institutional targeting, shareholder identification, market intelligence and global media strategy. It serves various industries, such as defense, electrical equipment, chemicals, consumer goods, engineering and construction, financial services, media, paper and packaging, pharmaceuticals, real estate and telecommunications. The clients of the company include Internet Capital Group, Vodafone Group, Lloyds TSB, Liberty International, Akzo Nobel, Telekom Austria and InterContinental Hotels Group. Headquartered in New York, it has offices in Japan, Korea, Hong Kong and the United Kingdom.