NAICS 523940 · New York

Certified Women-Owned Portfolio Management and Investment Advice in New York

4 certified women-owned vendors in New York under NAICS 523940 (Portfolio Management and Investment Advice), each with an active WOSB or EDWOSB certification reported from the U.S. SBA Small Business Search.

4 certified vendors · ranked by certification recency & profile depth

03ROYA ASSOCIATES INC

Professional & Management Consulting · Port Chester, New York
SBA-certified WOSB
WOSB

Multi-Faceted Management And Consulting Firm Engaged In Start Up , Turnaround And Next Stage Growth Companies. We Also Host Programs Focused On Personal And Professional Development, Business Success, Motivation, Inspiration, Empowerment, Leadership, And Training.

04ANNMARIE DEPOIAN

Accounting, Tax & Financial · Rochester, New York
SBA-certified WOSB, EDWOSB
WOSBEDWOSB

As a Registered Investment Advisor AnnMarie and the Depoian Team has over 25 years of experience providing Investment Advisory Services, Financial Resources & Written Financial Plans to Private & Public Sector Clients as well as Individuals. We expose strengths & weaknesses of current plans, We Research & Explain Best Options & Choices for clients to achieve their goals. NO QUOTAS, NO FEE, NO PRESSURE, FIDUCIARIES, OPERATING MON-SAT 9A-9P THROUGHOUT THE US SPECIALIZING IN TEACHING HOW MONEY WORKS/ FINANCIALL LITERACY WORKSHOPS ON-SITE & VIRTUALLY Our partner companies represent nationally recognized brands with excellent ratings and reputations such as: Fidelity, FRANKLIN, Invesco, COREBRIDGE, Lincoln Financial, Brighthouse Financial, Equitable-plus 15 other Investment Providers NMLO LICENSED MORTGAGE PROVIDER, NMLS#1723477 LegalShield 20 National Auto & Home & Business Insurers Vivint Home Security Together we provide Financial Solutions that our clients trust and rely on.