Walter D Katz Assets

Oppenheimer & Co Inc in Westhampton Beach is a prominent global full-service brokerage and investment bank, specializing in offering reliable guidance and customized, advanced solutions to individuals, families, corporations, and institutions. The firm is dedicated to delivering trusted advice and sophisticated services to meet the diverse financial needs of its clients, ensuring a high level of professionalism and expertise in the industry. Generated from their website's infomation

MDZ Wealth Management LLC is a financial advisory firm based in Orange, CT, specializing in providing personalized investment strategies and wealth management services to individuals and businesses. With a focus on long-term financial planning and risk management, MDZ Wealth Management LLC aims to help clients achieve their financial goals through tailored solutions and expert guidance. Generated from their business information

Disciplined Portfolio Solutions, LLC is an independent, fee-only SEC registered investment advisory firm based in Commack, NY. Led by Philip Sparacino, an AWMA Accredited Wealth Management Advisor, the firm specializes in providing personalized investment solutions for individual investors and small businesses, focusing on retirement planning, generating retirement income, education planning, and wealth creation and preservation strategies. With a commitment to putting clients' interests first, Disciplined Portfolio Solutions offers straightforward advice that aligns with long-term goals, utilizing a needs-based portfolio approach rather than product-driven agendas. The firm's fee-based structure ensures unbiased advice and a partnership built on achieving common financial goals.Generated from the website