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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

Netrex Capital Markets is a boutique investment bank based in Melville, NY, specializing in debt advisory and capital arranging services for private equity firms and middle-market companies. Since its founding in 2018, the firm has successfully closed 60 transactions and raised a total of $7 billion in debt, showcasing its extensive network of 500 lender relationships and deep market expertise. With a dedicated team of 28 professionals, Netrex is recognized for its efficient processes and exceptional client service, consistently delivering tailored financing solutions even within tight timelines. The firm has established trusted partnerships with notable clients, demonstrating its ability to navigate complex financings and achieve favorable outcomes for its partners. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Melville, NY area, Jeffrey E Wenzel will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.