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FINANCIAL SERVICES/CONSULTANTS

Mazars USA LLP

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.

Newtek Business Services Corp.

Newtek provides commercial loans, lines, merchant services, insurance, payroll processing, and cloud computing solutions to small to medium sized businesses across the US.

NS Capital, LLC

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.

 

Principal Financial Group

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.

Rockline Wealth Management

We Firmly Believe That Knowledge Is Power

Our Our process is a bit different than most advisors. Along with listening and learning about what is most important to you, through our planning process we provide continuous education on what you’re invested in, why you’re invested in it, and what it costs. Our goal is to empower you to feel in control of your path to financial freedom.

At Rockline Wealth Management, we approach your financial picture from a wide-angle lens and form long-term, trusted relationships, while working to pursue your goals. While many financial advisors “sell” products, we pride ourselves on delivering high-level planning with a focus on tax efficiency, fee structure and risk tolerance. This disciplined approach allows our clients to build and protect.

Contact Robert Krivit, Director of Financial Planning, to discuss your financial future.

USI Insurance Services

Full service Insurance Brokerage specializing in Risk Management & Consulting across various industries. USI leverages proprietary analytics along with both national and local resources to lower the total cost of risk for our clients.

WizdomOne Group of Companies

WizdomOne Group of Companies

The WizdomOne Group evolved from a bold idea in 2008 with the founding of our employee benefits practice.  Success soon followed, not because we touted a novel idea; but rather we believed in the fundamentals of a simple concept. Your advisor should work for you, not the carrier. 

Our innate philosophy is a focus on you – the client.  We focus on providing a highly responsive level of service, organic advice and fresh smart ideas. Additionally, while staying current and attentive, we are committed to advocacy and education of our clients.

Today, the WizdomOne Group of Companies includes:

• WizdomFinancial Advisors LLC – a private wealth management firm.

• WizdomTree Benefit Solutions Inc. – a full-service all-inclusive and innovative employee benefits firm

• WizdomTower Risk LLC – a full-service insurance agency servicing clients’ business and personal property & casualty insurance needs

• WizdomCare Senior Solutions – a full-service Medicare plans agency