| |
|
 |
Lee M Gatta CLU AEP ChFC CLTC
Financial Planner
Prudential Financial
(Professional Position)
5786 Widewaters Parkway
Suite 200
DeWitt, NY 13214
315 446 1515 (voice)
315 751 1951 (voice)
315 446 4583 (fax)
www.prudential.com/us/l.gatta
|
|
| |
|
Business Category:
Financial Consulting / Investment Advisory
In Business Since: 1978
Number of Employees/Subcontractors: 1
Desired Markets: Local, Regional, State
|
| |
Description: For a detailed description of our company and my credentials, please visit my website at http://www.prudential.com/us/l.gatta |
| |
Profile: An extensive profile is available on my corporate website. |
| |
Women TIES Business Referrals: Leadership Connection, Gwen Webber McLeod
|
| |
 |
Christine M Harvey-Berry
International Business Consultant & Speaker
Christine M. Harvey-Berry
(100% Woman-Owned Business)
PO Box 4643
Clifton Park, NY 12065
518-221-2754 (voice)
|
|
| |
|
Business Categories:
Business Services, Advisors and Consultants
Business Organizations or Associations
Financial Consulting / Investment Advisory
Number of Employees/Subcontractors: 0
Desired Markets: Local, Regional, State, National, International
|
| |
Description: High-energy, international business consultant and motivational speaker. Makes things happen! Volunteer/Board member in many organizations. |
| |
Profile: Provide win/win solutions through listening, training, marketing and communicating with clients.
Have a natural ability when it comes to working on the phone or in person with others.
Knows how to bring out the best in others and brainstorm new and great ideas. |
| |
Featured Products or Services: Business Coaching, Motivational Speaker, Taking your business from dream to reality. |
| |
| |
|
|
Betsy Powers
Financial Consultant
Sagemark Consulting of Northern New York
(Professional Position)
100 Madison Street
18th Floor
Syracuse, NY 13202
315-428-8489 (voice)
315-447-3975 (voice)
315-428-8488 (fax)
LFA-Sagemark.com
|
|
| |
|
Business Categories:
Financial Consulting / Investment Advisory
Business Services, Advisors and Consultants
Desired Markets: Local, Regional, State, National
|
| |
Description: A registered investment advisor offering fee based financial planning services focused on estate and asset protection strategies, asset management, distribution planning, and business owner planning. |
| |
Profile: Betsy L. Powers' career in the financial industry in central New York spans a 25-year period. Beginning at a major stock brokerage firm, her early experience included securities trading operations, internal compliance audits, and pension plan management. Subsequently, she worked with individual clients on asset accumulation strategies by educating them about asset allocation. An unexpected fiduciary responsibility within her family spurred her transition to Sagemark Consulting as a fee based financial planner. Sagemark's cross-disciplinary approach resulted in a broadening of her focus to include asset protection, insurance, business succession planning and estate distribution. Betsy is currently a Select Planner with the Private Wealth Services Group of Sagemark Consulting.
In particular, Betsy works with business owners who want to eventually and successfully exit from their business but aren't sure how to accomplish that goal. She applies a systematic process that integrates personal, financial and estate planning objectives with the goals of the business.
|
| |
Featured Products or Services: Business Succession Planning for Entrepreneurs |
| |
| |
|
|
Cynthia A Scott
President
OMC Financial Services
(100% Woman-Owned Business)
5789 Widewaters Parkway
DeWitt, NY 13214
315-446-8720 (voice)
315-373-8720 (voice)
315-446-5936 (fax)
www.omcfinance.com
|
|
| |
|
Business Categories:
Financial Consulting / Investment Advisory
Business Services, Advisors and Consultants
In Business Since: 1982
Number of Employees/Subcontractors: 2
Desired Markets: Local, Regional, State, National
|
| |
Description: OMC Financial Services is a Registered Investment Advisory firm that works with individuals and small businesses. The firm is fee based not commission based and is independently owned. Our clients usually have already accumulated assets and are seeking professional financial guidance to move them to the next level. |
| |
Profile: Cynthia A. Scott, ChFC is the Founder and President of OMC Financial Services, Ltd. As a Financial Advisor, Cynthia personally manages her client's investments and is involved in every facet of the investment process including idea generation, screening, research, asset selection, and asset allocation. As President and Chief Compliance Officer (CCO), Cynthia is actively involved in all aspects of the daily operations of the firm. OMC Financial Services Ltd. is proud to celebrate its 25th year in business in the 2007. As a result of Cynthia's dedication to her business and work in the community, she has been recognized publicly as a leader and expert in the field of financial services. In April 2007, Cynthia was chosen by a select panel as a recipient of the highly esteemed 7th annual 'Women in Business' award. In 2003 she was also the recipient of Channel 5's First Annual '25 Women in Leadership' award for professional success and active participation within the community. |
| |
| |
|
|
Michelle Shauger
Regional Leader
Primerica
(Professional Position)
6319 Fly Road
East Syracuse, NY 13057
315-225-4481 (voice)
888-709-1903 (fax)
www.primerica.com/michelleshauger
|
|
| |
|
Business Category:
Financial Literacy
Financial Consulting / Investment Advisory
Leadership Development and Motivational Speaking
Business Ownership and Training
In Business Since: 2002
Desired Markets: Local, Regional, State, National
|
| |
Description: Michelle educates families on the fundamental principles of How Money Works. She believes that if you know the rules of the money game you can position yourself to win. Her ultimate goal is to help every person become debt free, properly protected, and financially independent in order to live the life of their dreams. Michelle is also a business developer who teaches others how to own and operate their own business. |
| |
Profile: Please see my website. |
| |
Featured Products or Services: A comprehensive and customized Financial Needs Analysis is provided to each family at no cost to help them build a rock solid financial house from the ground up. During that building process you will learn things that traditional financial and educational insitutions never taught you and often don't want you to know! You will learn how to pay your debt off radically faster for less money and determine your Financial Independence Number and how to achieve it! |
| |
|
Cynthia W. Cameron
Financial Consultant
United Financial Services
(Professional Position)
4769 Buckley Road
Liverpool, NY 13088
315-451-5885 (voice)
315-451-7358 (fax)
www.unitedfinancialservices.org
|
Business Category:
Financial Consulting / Investment Advisory
Desired Market: Regional
|
| |
Description: Would you like less to worry about? Do you have a hard time saving? Is your money fully invested in equties? Is your principle guaranteed? Please call me and I will help you secure your future. |
| |
|
Rachel Galusha
VP/Small Business Relationship Manager
HSBC Bank
(Professional Position)
500 N. Salina Street
Syracuse, NY 13202
315-422-2178 (voice)
(voice)
315-425-7225 (fax)
www.hsbc.com
|
Business Category:
Banks & Finance
Financial Consulting / Investment Advisory
|
| |
Description: I am a Small Business Relationship Manager who works closely with my clients. I specialize in lending for women-owned businesses including start-ups and established. Well versed in all aspects of lending including mortgages, term loans, lines of credit, SBA programs and NYS Link Deposit. |
| |
|
Allison G Haslam
Regional Leader
Primerica
(Professional Position)
6319 Fly Road
Suite 104
East Syracuse, NY 13057
315-440-6940 (voice)
888-888-6015 (fax)
|
Business Category:
Financial Literacy
Financial Consulting / Investment Advisory
Desired Market: International
|
| |
Description: Primerica focuses on educating families and businesses about how money works, including debt management, investment strategies, and protection management. We also train and develop people to start and own their own business. |
| |
|
Ann Maybee
Relationship Manager, AVP
KeyBank
(Professional Position)
221 S. Warren St., 4th Floor
Syracuse, NY 13202
315-425-8611 (voice)
315-440-3587 (voice)
315-425-8622 (fax)
|
Business Category:
Banks & Finance
Financial Consulting / Investment Advisory
|
| |
Description: Relationship manager for the high net worth clients for KeyBank. Also Key4Women champion for the CNY region, promoting education, networking, access to capital for women owned businesses. |
| |
|
Denise Bagramian
CEO
Bagramian Financial
(100% Woman-Owned Business)
8 Southwoods Blvd
Albany, NY 12211
518-729-8604 (voice)
518-449-0179 (voice)
|
Business Category:
Financial Consulting / Investment Advisory
In Business Since: 2008
Number of Employees/Subcontractors: 1
Desired Markets: Local, Regional, State, National
|
| |
Description: Working in the arena of the business owner,especially the women small business owners, and empowering them with knowledge to understand and manage their business and personal goals. |
| |
|
Courtney L Barger
Financial Advisor
NPA Financial, Inc
(Professional Position)
28 Corporate Drive, Suite 100
Clifton Park, NY 12065
518-688-2223 (voice)
www.npafinancial.com
|
Business Category:
Financial Consulting / Investment Advisory
In Business Since: 2009
Desired Markets: Local, Regional, State
|
| |
Description: Courtney brings personal experience, education and compassion to her financial services practice focusing on risk management, tax reduction, retirement planning and estate planning as well as assisting small businesses and families reach other protection and financial goals. |
| |
|
Gayle J. Olivette
Registered Representative
Susan Budrakey & Associates, Inc.
(100% Woman-Owned Business)
5010 Campuswood Drive
Suite 204
East Syracuse, NY 13057
315-446-5797 (voice)
315-380-3014 (voice)
315-446-5704 (fax)
www.susanbudrakey.com
|
Business Category:
Financial Consulting / Investment Advisory
In Business Since: 12/2008
Number of Employees/Subcontractors: 0
Desired Markets: Local, Regional
|
| |
Description: I help people analyze their financial situation and develop plans to meet their goals. I can help plan for retirement, education funding, estate preservation, tax strategies and divorce. |
| |
|
Shelly T Terzolo
President
The Terzolo Financial Group
(100% Woman-Owned Business)
3208 W. Genesee St.
Syracuse, NY 13219
315-484-1020 (voice)
315-701-2923 (fax)
terzolofinancial.com
|
Business Category:
Financial Consulting / Investment Advisory
In Business Since: 1996
Number of Employees/Subcontractors: 5
Desired Markets: Local, Regional, State
|
| |
Description: Our firm provides comprehensive financial services to our clients in the areas of accounting, tax, payroll, investment and personal insurance. How can we be of service to you? |
| |
