New York Financial Planning
New York Financial Planning
The Allonesearch Financial Planning category, also known as financial advisers, includes companies offering financial planning services, financial advice services, investment services, financial management services, and financial securities advice.
There are 120 companies listed in our Financial Planning category for New York. This page shows listings 1 to 20.
If you'd like to check the Financial Planning category for other cities in New York click a link on the left.
- 200 Vesey Street
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- Products and Services
Mr. Costomiris is Chief Compliance Officer of Allied Millennial Partners, where he is responsible for proactively identifying, evaluating, mitigating and reporting on compliance and other risks across the company. Prior to joining Allied Millennial Partners, Mr. Costomiris was a Financial Advisor at J.P. Morgan and Joseph Stevens & Co. Inc. He also served as Senior Vice President at GunnAllen Financial and Aegis Capital Corp. Mr. Costomiris served as the prior CEO of E.J. Sterling.
Certifications: Registered Options Principal License, General Securities Representative License, General Securities Principal License, Uniform Investment, Adviser Law License, Operations Professional License
Peter Michael Torabkhan
Striving to deliver the most professional and focused financial services that are tailored to a clients comfort level and specific needs, Peter serves as Managing Director of Investments at Allied Millennial Partners. Peter specializes in individual wealth management.
Born and raised in New York City, Peter was educated at Hunter College in midtown Manhattan and holds a Bachelors of Science in Economics.
When he has time away from the office Peter enjoys reading, international travel, regular exercise, and attempting to learn how to play golf.
Certifications: General Securities Representative License, General Securities Principal License, Uniform Securities Agent State Law License, Operations Professional Qualifications License, Life, Health, & Variable Annuities Insurance License
Matthew J. King
With over 30 years of experience working in the financial sector, Matthew now serves as Managing Director of Insurance and Wealth Management at Allied Millennial Partners. Matthew has been in the financial service industry since 1984 when he started off his career as CEO of Matthew King Insurance Agency Inc. in New York. He then went on to become a Senior Vice President at Citicorp Investments where he gained most of his financial expertise and was initially introduced to alternative investments, which are still a part of his overall investment strategy.
Matthew continues to service a myriad of clients with various investment vehicles: specifically specializing in long term investments ranging from 401(K) plans, life insurance policies, fixed income securities, annuity contracts and real estate investment trusts. Matthew has always practiced the philosophy of "long-term" investing, which has served him and his clients well in his career as an investment consultant.
Matthew has proudly served in the United States Navy and is a Vietnam veteran. When Matthew is not busy, he enjoys spending time with his family, grandchildren and traveling. Matthew and his wife Amy reside in Westchester County, NY.
Certifications: General Securities Representative Examination, Uniform Securities Agent State Law License,, Life, Health, & Variable Annuities Insurance License, Notary Public
Priscilla started her career in the financial services industry through an independent broker dealer firm. After being awarded Dean’s List and completing her Associates Degree at Oueensborough College she started working at EJ Sterling in their Operations team.
At Allied Millennial Partners, Priscilla oversees day-to-day operations by ensuring and improving the performance of the firm. She is detailed oriented, consistently achieves results and strives daily to meet client’s needs. Some of her duties include working directly with the Chief Compliance Officer and assisting with client related inquiries.
On her free time, Priscilla likes to go on obstacle course races as well as raise funds for the Alzheimer’s Association.
Certifications: General Securities Representative License, General Securities Principal License, Uniform Investment Adviser Law License, Operations Professional License
Products and Services
Understanding the investing cycle may help you avoid easy pitfalls. We work with companies that are seeking an investment banking relationship with a financial partner who can guide them through the complete economic landscape—from financing a business to managing its assets. This includes buying, selling, business mergers, and strategic planning advice.
Our society is moving away from the old world of defined-benefit pensions. People have to make crucial decisions about their financial future, and it is important they have the tools to do so. At Millennial, we provide the necessary tools you need and help you create the financial plans that meet your financial goals.
Equities are, if not the cornerstone, part of every investment portfolio. Having experienced equities professionals in your arsenal is essential to navigating the markets successfully. At Allied Millennial Partners we bring in comprehensive third party analysis to compliment our own research. If you are unsure of your existing holdings, speak to one of our professionals about doing a portfolio review. Diversification, position size, and risk management are just a few important considerations when evaluating your risk tolerance, investment profile and your overall portfolio.
Small Business Planning
Whether you're looking for the affordability of term insurance, the life long protection and cash value of whole life, or a number of different types of annuity contracts, we have options to fit your needs and budget. Decide which coverage is right for you before getting a life insurance quote.
Life insurance helps provide for those who depend on you financially, if you can't be there for them. The money can be used for final expenses, help replace lost income, cover debts, pay mortgages, fund a child's education, and more. With no proprietary interest, Allied Millennial Partners can find the best product or policy for your individual needs.
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- 200 Vesey Street