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OUR MEMBERS

SILVER CHAMBER CHAMPION

ANTHONY ARIAS- SADA CAPITAL

We at Sada Capital work to create value for companies to create an attractive and unique corporate culture. Sada Capital trains, educates, and services companies in the United states, leaving no stone un-turned to develop value added opportunities for employees and employers. Sada Capital provides the servicing, logistics, and support to create a plan to attract and keep key people in an organization, enhance the brand image, and offer exceptional service to all with no "1-800" number.

Anthony Arias

90 Washington St. 

New York, NY, 10006

P: 201-655-3773

anthonywarias@gmail.com

 

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ALLIED WEALTH PARTNERS

As securities markets, financial products, tax and estate laws, and life in general become more complicated, clients can be best served through a simplified, collaborative approach to financial lifestyle management.

At Allied Wealth Partners we design customized alternatives that foster trust, help protect future legacy and inspire confidence for years to come.

Rich Fiderer, Ward Gold

50 Charles Lindbergh Blvd

Uniondale, NY, 11553

516-705-9789

rfiderer@alliedwealthpartners.com

alliedwealthpartners.com

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BANK OF AMERICA MERRILL LYNCH

Today's affluent clients want a "family physician" of finances - someone who understands their family, has a thorough understanding of finances and finds a successful more personal way to marry the two.

Max incorporates this way of thinking by understanding each of his clients' risk tolerance and their life objectives. His Goals-Based Wealth Management approach is the backbone of his team's investment philosophy in helping achieve client's goals.

Max Myers

16 West 16th St, Apt 1PN

New York NY 10011

212-415-7746

max.myers@ml.com

www.fa.ml.com/Max.Myers

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BRUCE BALSAM, CPA, MS TAX. 

ELLIOT HOROWITZ & COMPANY, LLP

We are a proactive, financial solutions enterprise offering comprehensive accounting, tax, financial planning services and consulting. We focus on developing quality relationships that build solid foundations to help clients achieve success in the future. As trusted advisors, we are committed to deliver excellent client services that add value and exceed expectations.

Bruce Balsam

675 Third Avenue 23rd Flr

New York, NY 10017

P: 212.972.7500

F: 212.972.7050

bbalsam@elliothorowitz.com

http://www.elliothorowitz.com/

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EMPIRE WEALTH STRATEGIES

I describe myself as a Holistic Financial Life Planner. The process is to FIRST make sure that I understand a person’s/family’s deepest aspirations so all their earning power could be harnessed to help them achieve their unique vision of financial and personal freedom, both now and later in life. Once the ideal life vision has been created and obstacles defeated, traditional financial planning skills of asset allocation, risk management and product selection are incorporated to complete the design of the life plan. 

J.R. Gurrieri

2 Park Avenue

New York, NY,10016

P: 201-522-6010

jgurrieri@ewsnyc.com

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FOREST HILLS FINANCIAL-JESUS MENA

Jesus Mena is a cash flow expert at Forest Hills Financial Group. We have a unique approach to financial planning that focuses on maximizing your income without taking additional risks or just looking at rate of return.
We do this by helping our clients protect, save and invest their assets with proper balance.

Jesus Mena

122 East 42nd street

New York, NY,10168

P: 917-297-7872

jesus_mena@fhfg.com

fhfg.com

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RAQUEL MILLER, HEARTLAND, A GLOBAL PAYMENT SYSTEM

Heartland is one of the largest Credit Card Payments Processors, receiving "Best in Class" recognition for Credit Card and Payroll Processing services. We are a Direct Wholesale Processor, so there is no middle man fees and we provide the most advanced payments technology, next day funding, round the clock U.S. based customer support and access to AMEX's best Interchange rates.

Raquel Miller

107-24 71st Road,

Forest Hills, NY,11375

P: 646-244-7833

raquel.miller@e-hps.com

www.HeartlandPaymentSystems.com

MAROM CONSULTING 

Marom Consulting reduces headaches of Benefit Plans (healthcare, retirement, insurance). For 10+ years, we've provided large consulting firm expertise to mid-sized employers.

Our 3 key services include:

1) Independent Analysis: We conduct comprehensive reviews of all components of the benefits package


2) Ongoing Benefits Management: We assure that the benefits package is kept in compliance and costs remain competitive


3) Strategic Benefits Outsourcing: We provide best-of-breed resources to our clients
Most services paid by insurance carriers.

David R.Marom

332 Bleecker St, Suite 227

New York, New York,10014

917-620-0754

David@MaromTech.com

http://maromconsulting.com/

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PRIMERICA
Primerica is a financial company that helps families, small businesses owners, governmental and nonprofits organizations over the pass 40 years how to invest there money for retirement. Helping families become debt free and showing families, small business owners and nonprofit organizations how to invest is that we do.

Basil Collins 

553 Lexington Avenue

Brooklyn NY 11221

347-228-4928

Bj082682@aol.com

http://www.primerica.com/basilnormancollinsjr

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SHRINIVAS, ELLIOT & EDAY, LLP

High quality accounting and tax professionals with 20+ years experience. Personalized, friendly and courteous service understanding of the “big picture” as well as attention to detail. Improve your cash flows and profitability through better controls, reporting and analysis. Minimize your taxes through effective tax planning. We care about you and work with you as partners .We provide you with Customized “DASHBOARD” to help you navigate and grow your business/medical practice

Ravee Shrinivas

505 Eighth Avenue, Ste 1402

New York, NY,10018

646-416-6669 x 101

ravee.shrinivas@CPAFirst.com

http://cpafirst.com/#abt

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