Trusted Financial Advisers to Businesses/Individuals: Fee-based financial planning, investments, insurance and retirement plans (401k, 403b, Simple IRA, SEP, etc.)
Mazars USA LLP is a high-performing accounting, tax and consulting firm with significant national presence in strategic US geographies. Since 1921, our dedicated professionals have leveraged technical industry expertise to develop customized solutions for clients, create value, and optimize their performance. We offer a broad array of industry specialists providing services to growth-oriented enterprises and individuals. As the independent US member firm of Mazars Group, we deliver seamless access to the expertise of 24,000 professionals in 90+ countries.
At local and global levels, we are proud of our value-added services, building lasting relationships with our clients and communities. For more information, visit us at www.mazarsusa.com.
We offer the best financing and business services solutions within our exclusive global market.
New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products.
Newtek provides commercial loans, lines, merchant services, insurance, payroll processing, and cloud computing solutions to small to medium sized businesses across the US.
There are approximately 533,000 401(k) plans in the U.S. and 90% of them have under 100 participants. The annual cost of these plans is substantially higher than larger plans. Sponsors and participants of these plans are most often being unfairly penalized by their financial services providers, who have demonstrated they can be very predatory when it comes to small 401(k) plans (particularly in terms of hidden fees and conflicts of interest which are built into the investment line up). While the plan is being sold “at no cost to the company” many providers are happy to create the impression that they are ‘trusted advisors” whose advice and investment selection is genuine.
The Principal Financial Group’s New York Metro Business Center is a group of local offices representing Principal® in the entire metro area of New York which includes Manhattan, the Bronx, Brooklyn, Queens, Staten Island, as well as Long Island, Southern Counties of NY State, Southern Counties of CT, Northeastern Counties of New Jersey. We are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. We proudly represent Principal with integrity and professionalism.
Mergers & Acquisitions advisory firm serving businesses with revenue $5 million to $100 million.