Top 6 Financial Companies in New York

1. Raymond James

About Us – When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions, they needed advice that considered their entire financial picture. Today, that client-focused approach has extended to serve client accounts through approximately 8,700 financial advisors in the United States, Canada and overseas. Further, the company has expanded through the years to serve corporations, institutions and municipalities through significant capital markets, banking and asset management services. Raymond James is best Financial Companies in New York

Services – Raymond James provides leading-edge resources and personalized support to help advisors run their businesses on their own terms – because here, you’re the client. Our Practice Insights commentary was developed for advisors like you, as a source of ideas and innovations to help you grow your practice.

Address – 2 UN Plaza3rd Floor, Room 309, New York, NY 10017, United States
Phone No – +12124768700

2. Francis Financial

About Us – Our success is largely due to our dedicated team of financial planning professionals who make sure that each client is fully supported. I am delighted to work with a group of such talented individuals who share my passion and dedication. Each one of our team members lives by our core values – passion for excellence, compassion, communication, integrity and supportive attention – and brings them to the office every day, to our relationships with each other, and to everyone who walks through our office doors.

Services – We work with women going through difficult changes in their lives. We provide a judgement-free space, in which we prioritize compassion and kindness and are here as a support system, advocating and listening to our clients. Our goal is for our clients to feel confident and comfortable with money, by educating them and empowering them to live their life to the fullest.

Address – 39 Broadway Suite 1730, New York, NY 10006, United States
Phone No – (212) 374-9008

3. Phoenix Financial

About Us – We are a comprehensive financial services company, located in the heart of the financial district in New York City. Phoenix Financial Services was created to provide a high level of personalized service, which we feel has been lacking at the big “supermarket” firms. ​ Our representatives are fully equipped and available to answer your financial questions and provide all of your financial service needs, including financial advice, retirement planning, and financial product analyses.

Services – We specialize in alternative investments which may complement your existing investment portfolio.  Many of these products are unavailable to most investors who are trading at “discount brokerages” or “big box financial firms.” ​ To maintain our exceptionally personalized service while still providing a high level of trading execution, Phoenix Financial Services has chosen to be a fully-disclosed broker dealer. This means that all customer funds and securities are safely held with our clearing agent, AXOS Clearing, LLC. Axos Clearing, LLC is a wholly owned subsidiary of Axos Financial (Ticker: AX on the NYSE). Axos has over $15 billion in assets.

Address – 100 Wall St, New York, NY 10005, United States
Phone No – NY: (212) 776-4187

4. Ashford Finance

About Us – Ashford Finance is managed by trade finance and merchant banking professionals with extensive backgrounds from major U.S. financial institutions including Citicorp and GE Capital, as well as professionals from manufacturing and trading. Together we bring our combined expertise to address the funding needs of our clients, while simultaneously aiding their clients’ efficiency and profitability in their respective industries.

– Finances 100% of the costs providing unlimited growth opportunities 
– Finances based on merit of transactions irrespective of borrower’s balance sheet / equity 
– Provides transactional venture capital without borrower incurring any loss of equity 
– An independent financing source empowering borrowers to negotiate better terms with suppliers 
– Finances full cycle from purchase of goods to receivable financing 
– More flexible than other financing options 
– Experienced in all aspects of trade finance

Address – 40 Wall St #28, New York, NY 10005, United States
Phone No – Phone: (646) 513-3333 x101

5. Ubs

About Us – Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Services – As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. 

Address – 299 Park Ave, New York, NY 10171, United States
Phone No – +12128212086

6. TruFund’s 

About Us –Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity. TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders.

Services – TruFund’s lending activities are designed to strengthen the capacity of small businesses, community and faith-based organizations, community development corporations, and large-scale development projects. TruFund works closely with private, governmental, and community partners to develop and operate programs that address specific capital gaps within local markets, and seeks to obtain funding commitments from local financial institutions to serve local needs. Our products range along the continuum of credit from multi-million-dollar New Markets Tax Credits projects to small business loans for entrepreneurs.

Address – 39 W 37th St, New York, NY 10018, United States
Phone No – +12122041303

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