Bookmark and Share

Strategic Alliances

 

Based on our client's degree of wealth, it is improbable for us to provide all services to all people. When a client requires a strategic discipline that we may not posses internally, we are fortunate to have cultivated relationships with some of the most well-respected individuals in their professional fields.

It is not easy developing our relationships. We exert significant due diligence to test potential relationships very carefully. Our goal is to identify people who possess the same level of integrity and provide the same high level of service that we do.

The firms and people we work with are not employees of, or in any way directly affiliated with, Bentley Financial Services, New York Life Insurance Company or NYLIFE Securities LLC.

 

Our Strategic Alliances include:

  • Certified Public Accountants
  • Trust and Estate Attorneys
  • Business Valuation Specialists
  • Charitable Foundations
  • Traditional and Alternative Asset Managers 
  • Property and Casualty Insurance Agents

We can work closely with your existing team members as well to facilitate the coordination of advisory services to ensure your interests are placed first.


If you are an advisor, go to this resource page
created just for you...

Calculators

More Calculators »

Newsletters

More Newsletters »
Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Nasdaq 100 12,803.93 -0.73%
NYSE Composite 14,894.17 -1.00%
AMEX Composite 2,509.52 -1.86%
PHLX Semiconductor Index 1,354.81 -0.47%
OSX Oil Service Sector Index 95.32 -1.45%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.