Woodbury Financial Services

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

Reliance First Capital is a leading mortgage lender based in Woodbury, NY, offering custom-tailored mortgage solutions to help homeowners and prospective homeowners achieve their financial goals. As an approved FHA, VA, Fannie Mae, and Freddie Mac lender, they provide a wide range of home loan programs, including FHA, conventional, VA, Jumbo, and more, catering to clients with varying credit profiles. With a dedicated team of experienced mortgage analysts, Reliance First Capital delivers fast approvals, speedy closings, and personalized service to ensure each client receives the right mortgage program that suits their unique needs and situation. With years of industry experience, Reliance First Capital is committed to providing responsive, helpful, and respectful service, guiding clients through the loan process from start to finish. Their goal is to deliver the right programs and benefits to homeowners, whether they are refinancing their current mortgage or purchasing a new home. As a direct lender, Reliance First Capital has the resources to efficiently deliver funds, making them a reliable choice for individuals seeking mortgage solutions in Woodbury and beyond.Generated from the website

Ajk Financial Group is a financial services firm based in Woodbury, NY, specializing in providing personalized financial planning and investment management solutions to individuals and businesses. With a focus on building long-term relationships with clients, Ajk Financial Group offers a range of services to help clients achieve their financial goals and secure their financial future. Generated from their business information