long island finance

IDT Capital Group joins New York Financial Partners | Long Island Business News

February 13, 2026 · Business

IDT Capital Group, an independent wealth management firm in Melville, has joined Jericho-based New York Financial Partners. IDT, headed by financial advisor David Calderon, oversees about $186 million in client assets, providing…

How to prepare for the $84 trillion wealth transfer | Long Island Business News

November 13, 2025 · Business

The great wealth transfer is upon us. DAVID MAMMINA: ‘It really depends on the person themselves on how they want to determine how their money goes when they…