New Horizon Asset Mgmt

Hudson Valley Investment Advisors is a subsidiary of Provident New York Bancorp, the holding company of Provident Bank, which provides financial services to businesses and individuals as a savings association. The bank s lending activities include commercial and residential real estate loans and secured and unsecured commercial loans for financing equipment acquisition, expansion, working capital and other general business purposes. It also provides land acquisition, development and construction loans to builders. The bank offers homeowner loans, home equity lines of credit, new and used automobile loans and personal loans with fixed-rate installment and variable lines of credit. Its deposit accounts include savings and checking accounts, money market and club accounts, certificates of deposits, commercial checking accounts for businesses and other plan accounts. The bank invests in debt securities issued by the United States government and agencies, corporate and municipal bonds, equity and mortgage-backed securities, and state and municipal securities. Hudson Valley Investment Advisors is located in Goshen, N.Y.

Tortoise Investment Management, based in Harrison, NY, offers customized financial services tailored to each client's unique needs and circumstances. With a focus on risk management and a conservative, long-term approach, they prioritize maximizing the probability of financial security over chasing high returns. Committed to putting clients first, Tortoise prides itself on providing exceptional service and responsiveness. As an independent, fiduciary, fee-only firm, they ensure that clients' interests are always the top priority in every aspect of their relationship.Generated from the website

SeaCrest Wealth Management ( SWM ), LLC provides wealth management services to Registered Investment Advisors ( RIA's ) throughout the United States. SWM's well respected management team offers a wide suite of services designed to enhance the productivity and professionalism of our clients who are individual RIAs. We believe that the independent, hybrid model focused on fees and commission based services will continue to grow and offer an attractive alternative to wirehouses and larger firms by delivering superior service on a personal level.