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FINANCIAL EDUCATION, PLANNING & SERVICES
City National Bank
1140 Avenue of the Americas, 2nd Floor, New York, NY 10036
BNY Mellon Wealth Management
200 Park Avenue 54th Floor
|BNY Mellon Wealth Management is a leading wealth manager, and was named in 2014 by Family Wealth Report as the top U.S. Private Bank and the top Private Bank serving Family Offices. Barron’s ranked it the 7th largest U.S. wealth manager in 2014. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $190 billion in private client assets, as of Dec.31, 2014, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealthmanagement.com or follow us on Twitter @BNYMellonWealth.|
Vice President and Regional Marketing Coordinator
Phone: (212) 922-4535
Fax: (212) 922-4590
Element Financial Group
|Element's approach to wealth preservation, growth and transference creates an experience for clients that is personalized, professional and comprehensive. Element is a distinctive wealth management firm that helps those who have incredible demands on their time and energy. Our full-service approach helps ensure that clients' unique and diverse needs are met by objective and knowledgeable experts.|
Fortis Lux Financial/William Fischer
William is an advisor with the Fortis Lux Financial Group of New York, a full service office of MassMutual. He works with NYWIFT members in all facets of insurance, investments and financial strategies. NYWIFT members have the opportunity for complimentary visits with William to review their present financial situation, identify their goals and create a strategy to achieve the goals.
William also offers NYWIFT business owners complimentary benefits consultations. Whether you want to implement your first benefits package (group health, dental, ancillary benefits, retirement plans) or review your present package, William has a full team of benefits professionals that will help you navigate the full maze of cost and regulation.
“My mission is to help individuals develop financial strategies, and achieve those strategies through various financial products that are designed to meet your present and future needs.
My process is simple and will never make you feel embarrassed about your financial knowledge. My primary strategy is to educate you as to where you are versus what you want to accomplish…and what products and services are available to best get you there
Once your strategy is established, my job does not end. Instead, it shifts into a more service oriented role. Your financial strategy is a fluid, ever changing plan. With that in mind, I will be in regular contact to make sure the plan we set in motion yesterday, is still working just as effectively today. Should we decide, adjustments are necessary, I will present, discuss and implement our decision. Together, we will create a roadmap to take you where you want to be.”
Contact: William Fischer at 212 578 6762 or firstname.lastname@example.org.
261 Madison Avenue New York, NY 10016
|Signature Bank is a New York-based full-service commercial bank with 11 offices located throughout the metropolitan area. Signature offers a wide range of business and personal banking products and services in a private client setting. It also provides investment, brokerage, asset management, and insurance services through its subsidiary, Signature Securities Group Corporation — member NASD/SIPC, licensed broker-dealer, and investment adviser. Signature has been ranked as "biggest gainer" in assets in 2003 by Crain's and among the top five percent of commercial banks in the country.|
|Contact:||Philip M. Glazer|
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