Diefendorf Capital

Consolidated Portfolio Review, located in Locust Valley, NY, is a reputable financial advisory firm offering a range of services including investment planning, financial planning, retirement planning, and insurance solutions. With a dedicated team of professionals and a commitment to ethical practices, they provide personalized guidance to individuals and businesses seeking to secure their financial future. As a separate and unaffiliated entity from Vanderbilt Financial Group, Consolidated Portfolio Review operates under the marketing name of 3 Dimensional Wealth Advisory. They are registered with FINRA and SIPC, offering securities through Vanderbilt Securities, LLC, and provide advisory services through Vanderbilt Advisory Services. With a focus on transparency and client satisfaction, Consolidated Portfolio Review strives to deliver comprehensive financial solutions tailored to their clients' needs.Generated from the website

Buckram Securities Ltd is a financial services firm based in Locust Valley, NY, specializing in investment management and wealth advisory services. With a focus on personalized financial planning, Buckram Securities Ltd assists clients in achieving their long-term financial goals through strategic investment strategies and risk management. Generated from their business information

Wellington Shields & Co LLC is a prominent financial services firm located in the heart of Manhattan's Financial District. With their headquarters on the 44th floor of 140 Broadway, just two blocks from the New York Stock Exchange, they boast a large team of financial advisors, along with dedicated departments for compliance, accounting, trading, and IT. Their comprehensive wealth management and investment management services are complemented by the expertise of the Dudack Research Group and Herbst Wealth Management. In addition to their New York office, Wellington Shields & Co LLC has established a presence in other strategic locations, including Shelburne Falls, Locust Valley, Thomasville, and Dorset. With a commitment to providing exceptional financial solutions, their team of professionals is dedicated to serving the needs of their clients, ensuring their financial success and security.Generated from the website