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Financial Services & Mortgages

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The Funding Well

Name: Miriam langsam
Address:
5014 16th ave. suite #195
brooklyn, NY, 11204

Phone: (718) 854-3808
Email: miriam@thefundingwell.com
Website: https://www.thefundingwell.com
Industry: Financial Services & Mortgages
Business Bio: Dip into Hassle-free, Customized Financing at The Funding Well! Some of the industries that we serve: Commercial Real Estate Investors/ Manufactures & Wholesalers / Retail Stores/Restaurants/Medical Professionals/Automotive/Trucking/Contractors Some of our Financial Loan Products: Working Capital: Short-term & long-term Business Loans / Commercial RE Asset-Based funding, up to 95% LTV / Hard Money Lending/Fix and Flips / Construction Loans / Problem Credit Solutions / Commercial Bridge Loans / Invoice Factoring /MCA /Equipment Financing Let's talk! We'll bend over backwards to get you to the finish line.
Business Description: I offer my clients a variety of alternative financing options that serve their needs and honor their vision of the future. Our funding programs cover a broad range of financing needs, from Commercial RE mortgages to business loans for small to mid-sized businesses.

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Together

Name: Iris Zangi
Address:
# 89 Medina Hayehudim
Herzliya, NJ, 4676672

Phone: (972) 524-2395
Email: irisz@tgt.co.il
Website: https://www.tgt.co.il
Industry: Financial Services & Mortgages
Business Bio:
Business Description: For investors Together connects investors with top Israeli companies and ventures, offering every investor a true opportunity to join the company or venture it finds attractive as an investor and partner. Our professional and experienced team meets daily with companies and ventures, which under go through a screening and selection process aimed at keeping those with the highest prospects for success and high yield to investors. For companies Together is a one-stop-shop for successfully completing significant equity financing, which includes personal and professional guidance before, during and after that campaign. We have a large database of leading investors that in many instances will participate and invest in ventures before and during the campaign. Together also offers professional tools for entrepreneurs such as marketing, legal, financial and other, for successfully completing the campaign.

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Buchwald Capital Advisors LLC

Name: Lee E. Buchwald
Address:
420 Lexington Avenue
New York, NY, 10170-0399

Phone: 1(212) 970-1040
Email: lbuchwald@buchwaldcapital.com
Website: www.buchwaldcapital.com
Industry: Financial Services & Mortgages
Business Bio: I founded my company Buchwald Capital Advisors 22 years ago following executive roles at Rothschild Inc. and Salomon Brothers. I have both a BA and MBA from Columbia University. Buchwald Capital specializes in advising and representing creditors and business owners in business reorganizations, financial restructuring and distressed situations.
Business Description: Financial advisor specializing in business reorganizations, financial restructuring and distressed situations.

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Golden Crown USA Inc

Name: Siva Pillarisetty
Address:
1246 S. River RD. Suite 102 Prospect Heights,IL.60070
Chicago, IL, 60070

Phone: 1(224) 216-0334
Email: kaj@coldencrownusa.com
Website: www.goldencrownusa.com
Industry: Financial Services & Mortgages
Business Bio: Project Financing & Financial Services
Business Description:

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Currencies Direct

Name: Naomi Feltham
Address:
4705 South Apopka-Vineland Rd
Orlando, FL, 32819

Phone: (407) 900-2174
Email: naomi.f@currenciesdirect.com
Website: https://currenciesdirect.com/israel
Industry: Financial Services & Mortgages
Business Bio: One of the oldest, largest and most reputable foreign exchange specialists. Since 1996 Currencies Direct has helped more than 500,000 corporate and personal clients and processes over £7 billion in currency payments every year.
Business Description:

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B-Seed Investments

Name: Sharon Rubin
Address:
729 Ocean Parkway
Brooklyn, NY, 11230

Phone: (054) 801-0007
Email: sharonr@bseedinvest.com
Website: https://bseedinvest.com/
Industry: Financial Services & Mortgages
Business Bio:
Business Description: Israeli/American investment group which invests in early stage Israeli startups

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Mortgages

Name: Eli Garfinkel
Address:
165 hollywood ave
Lakewood, NJ, 08701

Phone: (732) 278-6526
Email: eligarfinkel@gmail.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Merrill Lynch

Name: Dov
Address:
225 W Wacker Drive
Chicago, IL, 60606

Phone:
Email: dov.getz@ml.com
Website: http://www.fa.ml.com/ThorndykeSheppardGroup
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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SERV.FINANCIERO LEGALES

Name: ISAAC BENZAQUEN
Address:
CALLE MANUEL URIBE 13
MADRID, NJ, 28033

Phone: (460) 754-3792
Email: isaac@sflsoluciones.es
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Amiron North America

Name: Joel Stern
Address:
45 east 13th street
Lakewood, NJ, 08701

Phone: (848) 667-7911
Email: sternjo@gmail.com
Website: https://Amirongroup.com
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Municipal Cards

Name: Eli Weingarden
Address:
9409 Skywagon Lane
McKinney, TX, 75071

Phone: (972) 302-9675
Email: eli@municipalcards.com
Website: https://www.municipalcards.com
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Liberty Capital Solutions, Inc.

Name: Sam Brody
Address:
5225 New Utrechet Ave
Brooklyn, , 11219

Phone: (718) 663-0690
Email: sam@lcnys.com
Website: https://www.lcnys.com/
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Greater Metro Financial

Name: Alan Mendlowitz
Address:
11 Sunflower Ave
Paramus, NJ, 07652

Phone: (201) 632-2206
Email: alan.mendlowitz@prudential.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Spartan Credit Advisors Inc.,

Name: Tal Tepper
Address:
1320 East 17th Street Suite 300
Brooklyn, NY, 11230

Phone: (347) 530-3015
Email: lina@spartancredit.com
Website: https://spartancreditservices.com/
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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AXA Advisors

Name: Ariel Serber
Address:
32 Court st
Brooklyn, NY, 11201

Phone: (718) 290-9157
Email: ariel.serber@axa-advisors.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Merrill Lynch

Name: Benjamin Seleski
Address:
Merrill Lynch
Stamford, CT, 06901

Phone: (203) 356-8603
Email: benjamin.seleski@ml.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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FireRock Capital

Name: Avi Geller
Address:
36 Tennyson
Passaic, NJ, 07055

Phone: (732) 966-1683
Email: avrohomgeller@gmail.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Fifth Season Financial, LP

Name: Sol Meyer
Address:
2777 Summer Street
Stamford, NJ, 06905

Phone: (203) 914-1683
Email: sol.meyer@fifthseasonfinancial.com
Website:
Industry: Financial Services & Mortgages
Business Bio: Since 2007, Fifth Season Financial has been helping families cope with financial distress as a result of illness.
Business Description: Provide loans against life insurance policies for people with terminal illness.

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Hakeren

Name: yosef krohn
Address:
8 shaul hamelech Blvd
TLV, NJ, 94000

Phone: (250) 575-0054
Email: yk@hakeren.org
Website: https://hakeren.org.il/
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Viventium Software

Name: Sol Schwimmer
Address:
768 Bedford Avenue
Brooklyn, NY, 11205

Phone: (718) 522-2000
Email: sschwimmer@viventium.com
Website: https://www.viventium.com/
Industry: Financial Services & Mortgages
Business Bio: Viventium Software, Inc. is a transformative, living, and purely cloud-based HCM solution for business management that provides a remarkable user experience and design anyone can use with ease, unbeatable analytics, and insight into your business. No one dares to provide HCM client service like Viventium - we are truly in it with you. We notify our clients about potential problems and areas for improvement before they even know issues within their companies exist. Our unmatched software is built with you and for you, so you get a truly one-of-a-kind, remarkable experience that enables you to fulfill your company's true potential. Viventium Software, Inc. Bringing HCM to life - one remarkable experience at a time.
Business Description:

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Genesyst Northcoast ,LTD

Name: Eugene Kraus
Address:
14440 Sherwood
Oak Park, MI, 48237

Phone: (248) 256-0016
Email: genekraus@yahoo.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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National Securities Corp

Name: Elias Rosner
Address:
80 Broad Street
New York, NY, 10004

Phone: (917) 593-7562
Email: esr225@gmail.com
Website:
Industry: Financial Services & Mortgages
Business Bio: Since 1947 National Securities has helped retail investors achieve their financial goals.
Business Description: I help clients seek returns through exceptional customer service and guidance for investment products. My team and I provide clients with proactive and keen insight into market dynamics and individual characteristics of equities, debt, and alternative investments that result in timely advice. I pride myself in anticipating needs, solving problems, and following through on commitments to clients.

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AJJ Planning Services

Name: Lawrence Barth
Address:
122 East 42nd Street, Suite 2200
New York, NY, 10168

Phone: (646) 638-9851
Email: lbarth@ajjplanning.com
Website: https://www.ajjplanning.com
Industry: Financial Services & Mortgages
Business Bio: AJJ Planning Services
Business Description: AJJ Planning Services

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AXA Advisors, LLC

Name: Rhonda Schwartz
Address:
1000 Woodbury Road- Suite 300
Woodbury, NY, 11797

Phone: (516) 358-3717
Email: rhonda.schwartz@axa-advisors.com
Website:
Industry: Financial Services & Mortgages
Business Bio: As an Orthodox financial advisor I help families and business owners protect what is important from unexpected events.
Business Description: I specialize in life, disability, long term care insurance as well as retirement and succession planning.

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Univ of Oxford

Name: Gary Pickholz
Address:
Oxford Center For Innovation
Oxford, NJ, OX1 1BY

Phone: (208) 819-6904
Email: gary.pickholz@weirdsciencelab.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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LL

Name: Joe
Address:
909 E. 44th St.
New York, NY, 11230

Phone: (213) 934-8876
Email: jj@gmail.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Merrill Lynch

Name: Jesse Kugler
Address:
114 W 47th Street
New York, NY, 10036

Phone: (212) 382-8468
Email: jesse.m.kugler@ml.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Lakewealth Capital

Name: Ezra Pollack
Address:
6 Kew Gardens Drive
Lakewood, NJ, 08701

Phone: (732) 288-5923
Email: Ezra@lakewealthcapital.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description: Lakewealth Capital primarily invests in stocks. Our investing methods are based on intense research of decades of market performance.

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Merrill Lynch Wealth Management, Bank of America Corporation

Name: Lee Nesser
Address:
114 West 47th Street
New York, NY, 10036

Phone: (212) 382-8457
Email: lee.nesser@ml.com
Website: https://fa.ml.com/nesser_sheft/
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Canadian Truck Loan

Name: Nishan Sandhu
Address:
7895 Tranmere Drive, Unit 17 Mississauga
Mississauga, NJ, L5S 1V9

Phone: (647) 290-0913
Email: info@canadiantruckloan.ca
Website: https://canadiantruckloan.ca
Industry: Financial Services & Mortgages
Business Bio:
Business Description: Canadian Truck Loan is a financial agency which works for you the truck loan, truck lease, bad credit loans.

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Umanoff-Boyer Agency

Name: Sami Louzia
Address:
151 Atlantic Ave
Lynbrook, NY, 11563

Phone: (516) 872-2000
Email: Louzias@nationwide.com
Website: https://umanoffboyerinsurance.com
Industry: Financial Services & Mortgages
Business Bio: Umanoff Boyer Insurance is a family owned and operated insurance agency located in Brooklyn, NY serving the Metro New York and Long Island area since 1982. We are licensed in New York and New Jersey
Business Description: Umanoff Boyer Insurance offers affordable insurance coverage options for automotive, home, life, business and more!

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GINI COLLECTION

Name: GERSHON NATHAN
Address:
1820 AVE M @2421
Brooklyn, NY, 211230

Phone: (917) 400-3253
Email: ginicoll@yahoo.com
Website: https://www.ginidebtcollection.biz/
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Woodbury Financial Services

Name: Moshe Lewis
Address:
300 Knickerbocker Rd, Suite 2600
Cresskill, NJ, 07626

Phone: (914) 246-7582
Email: mlewis@wooduryfinancial.net
Website:
Industry: Financial Services & Mortgages
Business Bio: Independent wealth management practice serving the Tri-State area.
Business Description: Investment & Wealth Management Services.

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MassMutual - Brooklyn

Name: Yitzchok Eisner
Address:
317 Monmouth Avenue
Lakewood, NJ, 08701

Phone: (732) 961-5570
Email: ieisner@financialguide.com
Website: https://brooklyn.massmutual.com
Industry: Financial Services & Mortgages
Business Bio:
Business Description: I am looking to introduce people to a career as a financial services representative where you can take the skills, drive and desire you possess and use them to help individuals and businesses solve their most important financial challenges. Discover a career that can’t be off-shored or outsourced. At our agency you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. Some of the attributes I seek in candidates are: competitiveness, problem solver, networker, coachable, organized, and results and ethics driven. Results-driven compensation and access to a competitive benefits package is available for qualified Financial Services Representatives including medical and dental, life and disability insurance, and thrift and pension plans.* Let’s start a conversation. Your new career is waiting! *Eligibility applies only to those Financial Services Representatives who hold a full-time career contract (X4X) with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or of the General Agents with whom they contract.

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Chesapeake Note Solutions

Name: Marjorie Binder
Address:
6611 Greenspring Avenue
Baltimore, MD, 21209

Phone: (410) 205-2962
Email: marge@chesapeakenotes.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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charles owsianka

Name: charles owsianka
Address:
815 caffrey ave
far rockaway, NY, 11691

Phone: (631) 786-9483
Email: c.ow@verizon.net
Website:
Industry: Financial Services & Mortgages
Business Bio: accountant and financial planner since 1960. founder and former operator of income tax specialty co
Business Description: financial planner member finra and sipc and licensed in nys for financial services and annuities and retirement programs

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The Waterford Group, USA

Name: Abe Pollak
Address:
59 DAKOTA ST
PASSAIC, NJ, 07055-3331

Phone: (973) 220-7332
Email: abep@waterfordnow.com
Website: http://waterfordnow.com
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Merrill Lynch Wealth Management

Name: Mark(Moshe) Loevinger
Address:
33 treeside lane
Lakewood, NJ, 08701

Phone: (848) 299-7405
Email: mark.loevinger@ml.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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The Guardian Life

Name: Zisel Rosen
Address:
122 E 42nd St.
New York, NY, 10168

Phone: (845) 356-1917
Email: zisel_rosen@fhfg.com
Website: https://www.fhfg.com/
Industry: Financial Services & Mortgages
Business Bio: Being in the business of helping clients and businesses for the past 24 years, I have made a huge impact in their financial security.
Business Description: Insurance and Investment Planning

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Stealth Capital Management, LLC

Name: Antony
Address:
9301 Wilshire Boulevard, Suite 613
Beverly Hills, CA, 90210

Phone: (323) 314-1898
Email: antony.gordon@stealthcm.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Martin Lehrman Consulting LLC

Name: Martin Lehrman
Address:
2414 Ave T
Brooklyn NY, NY, 11229

Phone: (917) 428-0534
Email: martinlehrman@gmail.com
Website:
Industry: Financial Services & Mortgages
Business Bio: Martin Lehrman is a Technology and Operations Executive. A leader with extensive experience designing, integrating and optimizing enterprise-wide global applications within the financial services industry, he has an innate acumen in analyzing and translating business requirements into actionable technical or operational solutions. A proven planner and manager of project life cycle against time, quality and cost metrics. Collaborative, articulate, constructive leader skilled in directing teams. At AIG, as Director of Operations Credit Specialty Lines he was responsible for Operational and System enhancements for the Underwriters, and supported Credit Analysis, Compliance and KPI reporting functions. As Solution Owner, Information Delivery /Enterprise Risk Management Services, Martin was tasked with implementing a strategic technology vision and plan that was aligned with the overall strategy and objectives of the Enterprise Credit Risk function. The plan called for a vendor based solution for a robust, scalable, and flexible application that would meet the present and future needs of risk functions. He led a successful implementation of a new Credit Risk Platform, which supported monitoring of Global Exposure Concentrations and Limit Management. Global distribution to Credit analysts located in NY, London, and Tokyo. This effort was achieved on time, on budget and realized a $5m saving. As Vice President, Technology Program Manager at JPMORGAN CHASE & CO. he led a global development team and an $11.5M budget in designing, architecting and implementing a business-critical Plan and Forecast application supporting corporate finance and seven lines of business. Project resulted in optimized financial process, enhanced data quality and increased productivity. Additionally, he was actively engaged in ongoing merger activity where he sharpened his integration and execution skills. Experienced in managing an ever-changing work environment impacted by management and policy changes, system decommissions, staff reductions/relocations, and constant review of technologies and services contracts. Martin met this challenges by realizing that change can be turned into an opportunity, and building relationships with members from diverse corporate cultures anchored on respect and by earning executive trust. His track record shows that he has the focus, persistence and relational skills to create win/win situations for assignments he is challenged with.
Business Description: I am passionate about engaging my customers and enhancing their user experience by removing obstacles that impede their success. I have the focus, persistence and relational skills to create win / win situations for all parties involved. In any role I find myself, Technology, Operations, Risk Management or Business analysts the key issue is solving people's problems. I "get it" and get it quickly. I have a sense of urgency and I have the unique ability to condense the problem into "bite-size" tangible deliverables. I am an analytical leader with extensive experience designing, integrating and optimizing enterprise-wide global applications within the financial services industry. Innate acumen in analyzing and translating business requirements into actionable technical or operational solutions.

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Northwestern Mutual

Name: Efraim Cooper
Address:
445 central ave
far rockaway, NY, 11516

Phone: (845) 521-5407
Email: efraim.cooper@nm.com
Website: http://Efraimcooper.nm.com
Industry: Financial Services & Mortgages
Business Bio: Helping individuals achieve financial security
Business Description:

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Ken Goffstein - Fairway Independent Mortgage Corp

Name: Ken Goffstein
Address:
45 North Broad Street, Ste 327
Ridgewood, NJ, 07450

Phone: (201) 314-8931
Email: kgoffstein@fairwaymc.com
Website: https://www.stoppayingcrazyfees.com
Industry: Financial Services & Mortgages
Business Bio: I provide a 25-year history of superior and credible mortgage loan counseling. I pre-approve each client prior to beginning the mortgage process, and together with my support staff, guarantee to secure a loan commitment expeditiously. I am active in my community having chaired a March of Dimes walk for Bergen County, NJ. I am also a founding member and community liaison for the Bergen County Flag Football League - which now has over 400 children participating each season. When I'm not working, I enjoy traveling and playing sports with my wife and six children.
Business Description: Premier mortgage lender

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Kingston Check Cashing

Name: Yitzchok Wolbe
Address:
1103 Quentin Rd
Brooklyn, NY, 11229

Phone: (718) 627-5000
Email: check_cashing@outlook.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Money on Tap Inc

Name: Martin A Charney
Address:
81 Townsgate Dr, 212
Thornhill, AZ, L4J 8E6

Phone: (416) 524-5518
Email: martincharney@gmail.com
Website: https://www.moneyontap.ca/
Industry: Financial Services & Mortgages
Business Bio: I have been factoring accounts receivable, PO funding, SBL, mortgages and other forms of business and personal forms of finance since 1999. I am qualified as a mortgage agent and accident and sickness insurance agent.
Business Description: 3 employees in Toronto acts as a Finance Resource Consultant and

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MetLife

Name: Abraham Fried
Address:
15 Bay Ridge Ave
Brooklyn, NY, 11220

Phone: (718) 567-3139
Email: afried2@metlife.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Bridge Funding

Name: Moshe Schoenwald
Address:
7 Perlman Drive #210
Spring Valley, NY, 10977

Phone: (646) 650-5626
Email: Mike@mybridgefunding.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Merrill Lynch

Name: Meir Mizrachi
Address:
115 W century rd
Paramus, NJ, 07652

Phone: (845) 642-8101
Email: meir.mizrachi@ml.com
Website: https://fa.ml.com/new-jersey/paramus/meir-mizrachi/
Industry: Financial Services & Mortgages
Business Bio:
Business Description: I focus on serving the unique wealth management needs of business owners and individuals as they balance professional and personal goals. In order to serve clients, I leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to provide a breadth of financial services. My focus is on developing tailored strategies for clients, their families, and their businesses to help them pursue short- and long-term financial goals. I believe that true financial peace and prosperity can only be achieved when ones financial goals and actions are completely in sync. Our lives are constantly evolving, I strive to deliver a holistic financial advisory service that is designed to evolve with his clients as they move along their journey.

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WAYNE SMITH&ASSOCIATES

Name: Wayne Smith
Address:
39 ELLERY AVENUE
IRVINGTON, NJ, 07111

Phone: (973) 375-5702
Email: waynesmith442@gmail.com
Website: https://WSmith.goaccbusiness.com
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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PHP Agency

Name: Zachary Silver
Address:
81 Prospect Street
Brooklyn, NY, 11201

Phone: (860) 978-5063
Email: thequickestsilver94@gmail.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Inc

Name: AL
Address:
1425 37th street
Brooklyn, NY, 11218

Phone: (718) 000-0000
Email: Gold
Website: Ojc
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Greenback Capital Mortgage Corp

Name: Carl
Address:
1086 Teaneck Road 4E
Teaneck, NJ, 07666

Phone: (201) 837-6400
Email: ceg@greenbackcapital.com
Website: https://www.greenbackcapital.com/
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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NORTHSTAR WEALTH PARTNERS

Name: MARC SACK
Address:
433 SOUTH MAIN ST., SUITE 322
WEST HARTFORD, CT, 06110

Phone: (860) 665-7737
Email: marc.sack@lpl.com
Website: http://www.northstarwealthpartners.com/sack
Industry: Financial Services & Mortgages
Business Bio: Marc Sack is a Wealth Advisor affiliated with Northstar Wealth Partners. He became a Wealth Advisor with one goal in mind: "To help clients develop well informed life and financial planning strategies." His approach is based on a sincere loyalty to his clients' lives and financial obligations. Marc specializes in the application of modern financial theory and has a keen perspective of today's evolving financial landscape. He strives to deliver state-of-the-art capabilities, comprehensive platforms and cutting edge strategies to all those he serves. Marc has worked in the financial services industry for more than 10 years and holds his Series 7 and 63 registrations with LPL Financial, his series 65 with Northstar Wealth Partners, as well as his Life & Health, and Property & Casualty registrations. In 2015, Marc earned one of his greatest professional honors to date, being named by Connecticut Magazine as a 5-Star Wealth Manager*. Prior to joining NorthStar Wealth Partners, Marc was a Financial Advisor at Smith Barney, where he earned the prestigious "Financial Planning Specialist" designation. Marc also holds a Bachelor of Science degree in Finance. Marc is a sought after speaker and lecturer. He has spoken throughout the state on various financial topics, giving back through his time and experience. He is a member of "The Knights of Pythias" (philanthropic and civic association). Marc sat on the Board of Directors of the West Hartford Chamber of Commerce, and was a former Director with the Hartford chapter of the National Association of Insurance and Financial Advisors. He lives in West Hartford and is an avid golfer. He also enjoys writing music and playing guitar in his spare time *Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Northstar Wealth Partners, a Registered Investment Advisor and a separate entity from LPL Financial.
Business Description: Wealth Management, Financial Planning, Retirement Planning, Life and Long-Term Care Insurance Planning

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Morgan Stanley

Name: Avraham (Andrew J.) Cohen
Address:
700 Corporate Park Drive | Suite 500
Clayton, MO, 63105

Phone: (301) 787-5538
Email: cohenandrew@msn.com
Website: https://www.morganstanley.com/
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Approved Funding

Name: Shmuel Shayowitz
Address:
41 Grand Avenue
River Edge, NJ, 07661

Phone: (800) 475-0123
Email: Shmuel@approvedfunding.com
Website: https://www.approvedfunding.com
Industry: Financial Services & Mortgages
Business Bio: Approved Funding Corp., a licensed mortgage bank, was founded in 1987 to assist those that were deprived of a local source that can help homebuyers and homeowners get the best mortgage to suit their needs. Since its humble beginnings, Approved Funding has grown to a regional mortgage lender with offices in several states throughout areas in which we are licensed. Approved Funding boasts an excellent reputation of Service, Integrity, and Professionalism with their thousands of mortgage clients. Utilizing the most advanced resources and technology available, AFC offers the power of a large banker with the mindset of a local broker to close loans quickly and at a low cost to our borrowers. Since its start, AFC has closed several billions of dollars of satisfied mortgage loan transactions.
Business Description:

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Joel Kaplowitz

Name: Joel Kaplowitz
Address:
1800 Rt 24
Wall, NJ, 07719

Phone: (732) 922-6300
Email: joel.kaplowitz@margfinancial.com
Website: https://www.margfinancial.com/
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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American Horizon Financial

Name: Eliezer Nerenberg
Address:
5491 University Drive, Suite 202B
Coral Springs, FL, 33067

Phone: (954) 719-6000
Email: eliezer@americanhorizonfinancial.com
Website: http://www.americanhorizonfinancial.com/
Industry: Financial Services & Mortgages
Business Bio: American Horizon Financial (AHF) is an innovative finance company that finances health care for personal injury victims that don’t have adequate health insurance. AHF employs various different methods to accomplish this by incorporating the traditional methods, innovating new models, and staying flexible for potential markets. Established by insurance, finance, healthcare, and systems development entrepreneurs, AHF has revolutionized and continues to improve upon the funding and delivery of accident related health care, to the benefit of underinsured accident victims, medical providers, and PI attorneys alike.
Business Description: Legal Finance. We finance surgery for personal injury victims by fronting the money to the doctor by factoring his invoice then we take a lien on the possible future settlement proceeds and when the case settles we get paid off through the plaintiff lawyer handling the case.

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Tekeno Financial | Low Risk Wealth Solutions

Name: Moshe Fishman
Address:
1424 Cedarview Ave
Lakewood, NJ, 08701

Phone: (732) 806-0017
Email: info@Tekeno.net
Website: https://www.tekeno.net
Industry: Financial Services & Mortgages
Business Bio: Alternatives to Bonds, CDs, and Savings Accounts
Business Description:

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genesyst northcoast ,ltd

Name: gene kra
Address:
14440 sherwood
Oak Park, MI, 48237

Phone: (248) 256-0016
Email: gncek@aol.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Hardy Capital Investments

Name: Arynton Hardy
Address:
12130 Millennium Dr.
Los Angeles, CA, 90094

Phone: (310) 339-3888
Email: contact@hardycap.com
Website: https://www.hardycap.com
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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www.clearshift.us.com

Name: Yehuda Gerlitz
Address:
309 Fellowship Road, Suite 200
Mount Laurel, NJ, 08054

Phone: (856) 347-3247
Email: ygerlitz@clearshift.us.com
Website: https://www.clearshiftinc.com/
Industry: Financial Services & Mortgages
Business Bio: Clearshift is just different. We're built on the principle that global currency transfers deserve total transparency. Everyone needs to know the charges for a service, and the value received in exchange. There's simply no other option. We’re making tremendous strides to bring fairness and disclosure to the world, and to raise awareness about the hidden costs prevalent in the finance industry. This is the right way to do business. By reducing transaction costs for our clients we help to improve profitability. Our net cost will always be 0.50% or less for global currency transfers. And we'll continue to advocate that our competitors do the same, so more nice people can benefit from real transparency. It’s only fair.
Business Description:

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MassMutual Brooklyn

Name: Irwin Moshe Janklowicz
Address:
1271 60th Street
Brooklyn, NY, 11219

Phone: (718) 879-1713
Email: ijanklowicz@financialguide.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Hilco Real Estate Finance

Name: David Sadek
Address:
100 W. 58th Street
New York, NY, 10019

Phone: (800) 226-7769
Email: david@8002borrow.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
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CcvIndia

Name: CcvIndia
Address:
160,(Basement), Vinoba Puri, Lajpat Nagar-II, New Delhi-110024
New Delhi, NJ, 110024

Phone: (921) 265-0228
Email: ccvindia.com@gmail.com
Website: http://ccvindia.com/
Industry: Financial Services & Mortgages
Business Bio:
Business Description: CCV leading consultancy providing a vast number of secretarial services. As part of public company registration, it provides a special package comprising of all compliances from preregistration to commencement of business. We have expanded these services online for easy accessibility and better client interface.

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ACG

Name: E. Weiss
Address:
16 Mariner Way
Monsey, NY, 10952

Phone: (845) 354-1682
Email: uncnin@hotmail.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Northwestern Mutual

Name: Michael Ritz
Address:
50 Broad Street
New York, NY, 10004

Phone: (917) 601-4591
Email: mdritz@aol.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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LENDFI CORP

Name: Jonathan meyer
Address:
734 walt whitman rd, suite 207
melville, NJ, 11747

Phone: (631) 861-3968
Email: jmeyer@lendficorp
Website: https://www.facebook.com/LendFicorp/
Industry: Financial Services & Mortgages
Business Bio: I have over twenty years, in the finance industry.
Business Description: We handle business lines of credit, asset base loans & cash advances, for all size business.

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na

Name: David Stern
Address:
na
na, NJ,

Phone: (347) 893-1266
Email: dstern180@gmail.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Zurich Funding

Name: Michael Katz
Address:
2920 Avenue R Suite 246
Brooklyn, NY, 11229

Phone: (917) 808-1258
Email: mkatz@zurichfundingna.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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White Tree Municipal Capital, LLC

Name: Micha Lader
Address:
445 , Central Ave Suite 347
Cedarhurst, NY, 11516

Phone: (516) 537-5556
Email: m.lader@whitetreecap.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Lee, Nolan & Koroghlian

Name: Sean Abrams
Address:
250 Pehle Ave
Saddle Brook, NJ, 07663

Phone: (973) 248-5906
Email: seanabrams@financialguide.com
Website:
Industry: Financial Services & Mortgages
Business Bio: I provide an analysis of your current financial situation and help you: -Identify financial goals and concerns -Illustrate what is being done to reach your goals and deal with concerns -Identify gaps, if present, and offer solutions to fill them.
Business Description: Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you're simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I am licensed to sell insurance in: NJ and NY.

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David Schneider

Name: David Schneider
Address:
987 Chimney Ridge Drive
Springfield, NJ, 07081

Phone: (908) 370-2093
Email: dsch11@hotmail.com
Website: https://www.linkedin.com/pub/david-schneider/28/b06/67a/
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Lee, Nolan & Koroghlian, LLC / A MassMutual Firm

Name: Michelle Cutler
Address:
902 East County Line Rd
Lakewood, NJ, 07726

Phone: (732) 912-2700
Email: leenolan@financialguide.com
Website: https://www.leenolan.com
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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The Cornerstone

Name: Joshua Yeres
Address:
10A Haziporen St
Bet Shemesh, NJ, 9959110

Phone: (254) 306-2460
Email: josh@thecornerstone.co.il
Website:
Industry: Financial Services & Mortgages
Business Bio: Joshua Yeres is a U.S born & Israeli-based financial & business development consultant for technology companies and traditional businesses, leveraging his 20+ years as a senior strategic analyst for the Israeli Government and two decades providing valuable and timely financial and economic consulting to Israeli and global entities.
Business Description: The Cornerstone is a collaboration between several of Israel's leading service providers for the purpose of providing Startup's a "one stop shop". Josh Yeres provides business plans, valuations, innovation grants and investment banking services

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ALK Financial Research LLC

Name: Adam Kaplan
Address:
6545 North Sacramento Ave, APT 2S
Chicago, IL, 60645

Phone: (847) 404-7757
Email: adamlkaplan@gmail.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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EZF Balance

Name: Ezra Fireworker
Address:
68-68 Main Street
Flushing, NY, 11367

Phone: (646) 760-9296
Email: ezra@ezfbalance.com
Website: https://ezfbalance.com/
Industry: Financial Services & Mortgages
Business Bio:
Business Description: Financial Statement Preparation Cash Flow Projections Budgeting & Variance Reporting A/R & A/P controls, Cash Budget worksheets. Proactively determine Retention Ratios, Rate of Returns for Investment Partnerships, Financial Services , Real Estate Companies and Commercial Businesses Implementation of sound internal controls Bookkeeping Business Plans Financial Modeling

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Bseed Investments

Name: Izzy Leizerowitz
Address:
729 Ocean Pkwy
Brooklyn, NY, 11230

Phone: (347) 674-3618
Email: izzy@besadno.com
Website: https://bseedinvest.com/
Industry: Financial Services & Mortgages
Business Bio: Bseed is a seed and early-stage venture capital fund. We invest in extraordinary entrepreneurs with unique technologies that will define the next era of innovation. We take a hands-on approach from the very beginning, partnering with talented entrepreneurs to transform their vision into reality. We model ourselves after our Israel based sister company, Besadno Investment Group. Besadno has helped launch many dynamic startups. The name Besadno is short for Besiyata d'Shmaya na'aseh v'natzliach. With help from Above, we will do and we will succeed. We invest in young companies launched by entrepreneurs who have promising ideas. We accompany them until they can stand on their own two feet. Practically speaking, we help them break into the U.S. and global markets.
Business Description: We invest in extraordinary entrepreneurs with unique technologies that will define the next era of innovation. We take a hands-on approach from the very beginning, partnering with talented entrepreneurs to transform their vision into reality. We organize groups of people who want to invest in startups, within the parameters that the Israel Securities Authority and the U.S. Securities and Exchange Commission place for these types of investments. Under the umbrella of our Parnasa Fund, we offer small investors the opportunity to invest small amounts of money from approximately $10,000, and enable them to buy a piece of that startup's dream, which, if it comes to fruition within the relatively brief time span of 2-3 years, will offer returns that are many times more than the initial investment. Of course it is understood that this type of investment has some significant level of risk and that must be taken into account. For that reason, we recommend that people invest modest amounts and not all their wealth. When it comes to investing larger amounts, but not one's entire savings, we spread out the investment over a number of start- ups in order to minimize the chance of losses.

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TD Bank

Name: Yosef M Pick
Address:
1601 Madison Ave
Lakewood, NJ, 08701

Phone: (732) 367-4043
Email: yosef.pick@td.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description: I have a unique role at TD Bank. I help people with their day to day banking needs, borrowing money for things like mortgages and home equity loans and I also help customer when they invest money with us. I help them find ways to earn a better rate of return or save money on taxes. Given what's going on in the world recently, I think that what I do is more important than ever.

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israel biofund

Name: shimshon weiss
Address:
56 Chavakuk Hanavi
Beit Shemesh, NY, 9913900

Phone: (845) 536-4270
Email: shimshon@israelbiofund.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Gardenia Technologies

Name: Rupert Schneider
Address:
71 Aldwych, Aldwych House
London, , WC2B 4HN

Phone: (203) 384-4866
Email: rupert@gardeniatech.com
Website: https://www.gardeniatech.earth/
Industry: Financial Services & Mortgages
Business Bio:
Business Description: Gardenia Technologies provides Corporates and Government Enterprises with working capital-related advanced analytics and finance (Accounts Receivables, Accounts Payables, Inventory Finance).

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Worthington Financial Partners, LLC

Name: Allen Avraham Rosenblum
Address:
303 International Circle
Hunt Valley, MD, 20130

Phone: (410) 527-1292
Email: rosenblum_allen@nlvmail.com
Website: https://www.worthingtonfinancialpartners.com/
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Kepecs financial group

Name: Abraham Kepecs
Address:
120 Broadway, 29th fl
New York, NY, 10271

Phone: (212) 261-0267
Email: abraham@kepecsfinancia.com
Website:
Industry: Financial Services & Mortgages
Business Bio:
Business Description:

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Weiss Advisory Services Ltd.

Name: Steven Weiss
Address:
1045 Dartmouth Lane
Woodmere, NY, 11598

Phone: (516) 374-1225
Email: sweiss@weissadvisor.com
Website: https://www.weissadvisor.com
Industry: Financial Services & Mortgages
Business Bio: Weiss Advisory acts as Management Advisor to nationwide clients that are seeking tax-exempt bond financing. These borrowers include manufacturing and industrial companies as well as non-profit organizations with federal 501(c)(3) status such as religious and independent schools, health care facilities, community centers, student dormitories and adult housing centers.
Business Description: