The 30 Best Affluent clients in New York

Merrill Lynch Financial Advisor Daniel A Jeffers, located at 560 Lexington Avenue, New York, New York, United States, is a renowned finance institution dedicated to providing exceptional service, experience, and a strong commitment to its clients. As a part of the 712 Investment Group operating under Merrill Lynch Wealth Management, a division of Bank of America Corporation, our team of experts has decades of experience in managing wealth and assets for affluent families, foundations, charities, and endowments. Our mission is to offer personalized wealth management strategies tailored to each client's unique financial goals, values, and risk tolerance. With a focus on open architecture and access to top investment managers, we work closely with clients to develop comprehensive plans that align with their long-term objectives. Our team of professionals, led by Managing Directors Richard Wald and Travis O'Brien, consistently ranks among the top wealth management teams in the country, as recognized by Forbes and Bank of America Corporation.

Merrill Lynch Financial Advisor Brian T Noone, located at 560 Lexington Avenue in New York, offers a boutique family office experience with the resources of a global financial institution. With a team of experts led by Brian Noone, the 712 Investment Group provides personalized wealth management services to affluent individuals, families, foundations, and institutions. The team's mission is to deliver professionalism, responsiveness, and exceptional service to all clients, ensuring their financial goals are met. Brian Noone, a managing partner with decades of experience, works closely with clients to develop tailored strategies that align with their unique financial circumstances and objectives. Recognized by Forbes as one of the "Best-in-State Wealth Advisors," Brian and his team are dedicated to helping clients achieve financial success and build a lasting legacy. Trust and fiduciary services are provided by Bank of America Private Bank, ensuring clients receive comprehensive wealth management solutions.

Nick Dematteis - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 590 Madison Avenue in New York, New York, is a finance institution offering a wide range of services to meet the needs of individuals seeking expert financial advice. Nick Dematteis holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his commitment to providing comprehensive and specialized financial planning services. From asset management to retirement planning, estate planning to investment strategies, Nick Dematteis is equipped to assist clients with a variety of financial needs. With a focus on ethical practices and continued education, Nick Dematteis is dedicated to helping clients achieve their financial goals and secure their financial future.

Merrill Lynch Financial Advisor David Rubin is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. David Rubin is a dedicated Financial Advisor at Merrill Lynch Wealth Management, focusing on providing personalized portfolio management to affluent families, accomplished professionals, and successful business owners. He believes in building long-term relationships with his clients and educating them on their financial situation to help them achieve their financial goals. In his leisure time, David enjoys travelling, cycling, cooking, and being an active member of his community. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. By understanding your investment personality and goals, David can help you create a financial approach that reflects your unique needs. With access to the investment insights of Merrill and banking solutions from Bank of America, he can assist you in managing, growing, and preserving your wealth. David is registered to do business in multiple states and offers investment insights, tips, and strategies to help you achieve your financial goals.

Merrill Lynch Financial Advisor Joshua M. Miller, located at 1325 Franklin Avenue, Garden City, New York, United States, is a leading finance institution offering personalized financial strategies tailored to your individual goals and needs. As a Merrill advisor, Joshua M. Miller and his team prioritize understanding your aspirations, risk tolerance, and investment preferences to develop a comprehensive financial plan that aligns with your objectives. With over 60 years of collective experience, The Miller – Wachtler Group specializes in working with High Net Worth individuals, affluent families, and small to mid-sized businesses, providing customized financial solutions based on your unique circumstances. Recognized by Forbes for their exceptional client service, the team is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ and ongoing reviews of your financial approach, Joshua M. Miller and his team ensure that your plan evolves with your changing life and market conditions. Let Merrill Lynch Financial Advisor Joshua M. Miller help you achieve your financial goals and navigate the complexities of your financial life with confidence and personalized guidance.

Michael A Bernabeo Park Avenue is a renowned finance institution located at 24 East Park Avenue in Long Beach, New York. With a strong reputation for providing expert financial services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, our personalized approach ensures that each client receives tailored advice and guidance. Visit us today to experience the difference that Michael A Bernabeo Park Avenue can make in your financial journey.

Merrill Lynch Financial Advisor Anthony J Russo, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a sophisticated suite of financial strategies tailored to successful professionals and wealthy families. The Russo Rosenstein Group operates under the belief that financial decisions play a crucial role in enhancing clients' lives. With a boutique level of personal service and attention, the highly credentialed advisors educate and coach clients to ensure integrated strategies are followed. The institution works with a finite number of clients to provide personalized recommendations based on unique planning needs. They assist with both personal and business financial matters, including plan design and implementation for business owners. The team at The Russo Rosenstein Group has the experience and ability to manage high concentrations of wealth for affluent clients nationwide. Clients are not defined by the value of their assets, but by their personalities, priorities, and aspirations. The institution serves clients at various life stages, offering a strategic and analytical approach to financial planning. With a focus on multi-generational wealth management, the team helps clients achieve their significant goals for family, business, and philanthropy. The advisors proactively help clients navigate opportunities and circumstances, taking a holistic view of their financial picture. The institution is committed to providing high caliber intelligence and insight to support clients in achieving their financial goals. With a passion for superior wealth management, the team at The Russo Rosenstein Group is dedicated to providing personalized and professional service to clients.

John G. Sassone, CFP / Janney Montgomery Scott is a reputable financial institution located at 1001 Franklin Avenue in Garden City, New York, United States. Specializing in providing comprehensive financial planning services, they are dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, including Certified Financial Planners, they offer personalized investment strategies tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, John G. Sassone, CFP / Janney Montgomery Scott is committed to providing expert guidance and support every step of the way.

Nottinghill Capital Management is a renowned finance institution located at 2 Main Street in the charming town of Roslyn, New York. With a reputation for excellence in financial management, Nottinghill Capital Management offers a wide range of services to help clients achieve their financial goals. From investment planning to wealth management, their team of experienced professionals is dedicated to providing top-notch service and personalized solutions for each client. Trust Nottinghill Capital Management to guide you towards financial success and security.

Merrill Lynch Financial Advisor Daniel T. O'Connell, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized and professional financial services to individuals, families, and privately held companies. With over 30 years of experience, The O’Connell Group provides customized strategies to help clients achieve their financial goals, whether it be generating income for retirement, funding education, transferring wealth, or establishing a legacy. The team specializes in managing assets on a tax-efficient basis, aiming to preserve and grow wealth for the long term. They work with a select group of clients, including business owners, corporate executives, and affluent families, offering a range of capabilities tailored to each client's unique needs and goals. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. As Merrill Lynch Wealth Management Advisors, they are dedicated to helping clients navigate the complexities of their financial lives and achieve their goals. With access to top-quality research and technology, the team provides personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Financial Advisor Kaitlyn Rodesk, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. As part of Merrill advisors, the institution prioritizes understanding your goals and aspirations to provide advice and guidance that aligns with your priorities. The team, known as The Miller – Wachtler Group, has over 60 years of combined experience in the financial services industry, specializing in working with High Net Worth individuals, affluent families, and small to mid-sized businesses. With access to the resources of Merrill and Bank of America, they develop customized financial solutions based on your unique needs and goals. The institution has received recognition from Forbes for their exceptional client service, setting the standard for exemplary wealth management. The team is committed to building strong client relationships based on trust and personalized service, offering the Merrill Personal Wealth Analysis™ to create a personalized plan focused on your goals. They understand that life and financial markets change over time, and regularly review and adjust your financial approach to help you achieve what matters most to you.

Merrill Lynch Financial Advisor Charles M Carson, located at 1325 Franklin Avenue in Garden City, New York, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by Forbes for their top wealth management teams and next-generation wealth advisors, the team at Merrill is dedicated to building strong client relationships based on trust and personalized service. Led by experienced individual Tom, who has over 15 years of industry experience and is a CERTIFIED FINANCIAL PLANNER™ certificant, the team offers a range of services including portfolio design, estate planning, and access to lending through Bank of America. With a focus on simplifying complex financial situations and aligning client objectives with their unique circumstances, the team at Merrill Lynch is committed to helping clients achieve their financial goals. By placing the investor at the center of their focus and understanding the individual needs and priorities of each client, Merrill Lynch Wealth Management offers tailored financial strategies designed to help clients pursue their goals and adapt over time. With access to investment insights, trust services, and lending solutions, the team at Merrill Lynch is dedicated to helping clients achieve what matters most to them.

Merrill Lynch Financial Advisor Andrew Byren is a finance institution located at 225 Liberty Street, New York, New York, United States. The institution, known as The BMV Group, was formed by John Byren, Daniel Madonia, and Pieter van der Heide in the late 1990s, merging their individual Merrill Lynch Wealth Management practices to provide a higher standard of service and guidance to clients. With over 30 years of experience, The BMV Group consists of 4 Wealth Management Advisors, 3 Client Associates, 1 Business Manager, and 1 Wealth Management Specialist. Their mission is to offer valuable guidance to clients, identify risks, and protect individual goals and objectives. They cater to affluent individuals and families, entrepreneurs, sports and entertainment professionals, and those navigating major financial events. The institution focuses on a select group of clients, tailoring services to their specific needs beyond investments. Merrill Lynch advisors have received recognition from financial industry publications and Bank of America Corporation. They offer personalized investment strategies and comprehensive financial solutions. The team is committed to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ helps build a personalized plan centered on goals. The advisors are dedicated to helping clients stay on track to achieve their goals by adapting financial approaches to life changes. With a focus on understanding clients' priorities, the institution offers a customized investment approach to address their needs and pursue their goals. The institution provides the latest investment insights, tips, and strategies to help clients live their best financial life. They hold certifications such as CPWA®, SE-AWMA™, and CRPC™. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.

Key Private Bank is a prestigious financial institution located at 1700 Bausch and Lomb Place in Rochester, New York. As a leading bank in the United States, Key Private Bank offers a wide range of personalized financial services tailored to meet the unique needs of high-net-worth individuals and families. With a focus on wealth management, investment advisory, and private banking services, Key Private Bank is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to exceptional customer service, Key Private Bank is a trusted partner for those seeking expert financial guidance and support.

Heritage Meadows Partners LP is a premier institution located at 14776 Baker Road in Kent, New York, United States. We specialize in providing top-notch investment opportunities and financial services to our clients. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. With a focus on heritage and tradition, Heritage Meadows Partners LP is committed to excellence and integrity in all aspects of our work. Visit us today and discover how we can help you build a solid financial foundation for the future.

15 BOND Luxury Apartments is a prestigious real estate agency located at 15 Bond Street in the heart of Great Neck, New York. Our luxurious apartments offer unparalleled elegance and sophistication, with top-of-the-line amenities and stunning views of the city skyline. Our dedicated team of professionals is committed to providing the highest level of service to our discerning clientele, ensuring a seamless and enjoyable experience from start to finish. Experience the epitome of luxury living at 15 BOND Luxury Apartments.

The St. Regis Residences, Rye is a prestigious real estate agency located at 120 Old Post Road in the charming town of Rye, New York. Offering luxurious and elegant residences in a prime location, this institution provides unparalleled service and attention to detail for those seeking the ultimate in upscale living. With stunning views, top-of-the-line amenities, and a reputation for excellence, The St. Regis Residences, Rye is the perfect choice for those looking to invest in a truly exceptional property.

The Capitol is a prestigious real estate agency located at 776 6th Avenue in the heart of New York City, United States. With a reputation for excellence and unparalleled customer service, The Capitol is dedicated to helping clients find their dream homes or investment properties in the bustling metropolis. Their team of experienced agents are experts in the local market and are committed to providing personalized guidance and support throughout the buying or selling process. Whether you're looking for a luxury penthouse in Manhattan or a cozy townhouse in Brooklyn, The Capitol is the go-to agency for all your real estate needs in the Big Apple.

Versailles Apartment Owners is a prestigious institution located at 7610 34th Avenue in New York, United States. We provide luxury apartment living with top-tier amenities and services for our residents. Our elegant and well-maintained apartments offer a comfortable and stylish living experience in the heart of the city. With a convenient location, residents have easy access to shopping, dining, and entertainment options. Our dedicated staff is committed to ensuring the highest level of satisfaction for all residents. Experience the epitome of luxury living at Versailles Apartment Owners.

The Mayfair is a prestigious institution located at 9830 67th Avenue in New York, United States. Known for its luxurious facilities and top-notch services, The Mayfair offers a unique blend of elegance and sophistication. With a focus on providing the highest quality of education and resources, The Mayfair is a sought-after destination for students and professionals alike. Whether you are looking to further your education or enhance your career, The Mayfair is the perfect place to achieve your goals. Come experience the excellence and prestige of The Mayfair today.

Vitas Travel Service, located at 11 Donald Street in Roslyn Heights, New York, is a luxury travel agency catering to clients who prioritize exceptional service and unforgettable travel experiences. With over 30 years of experience, Vitas Travel Service has established valuable relationships with top vendors and operators around the world. Whether you are a busy professional, newlywed, adventure seeker, or affluent retiree, if you love to travel and seek unique and luxurious experiences, Vitas Travel Service is the perfect choice for you. Founded in 1992 by renowned travel professional Michele Chubalashvili, Vitas Travel Service specializes in travel to Europe, the Caribbean, and the Middle East. As a full-service travel advisor, the team at Vitas Travel Service provides personalized attention to each client, crafting custom itineraries, arranging hotel bookings, private guides, group tours, travel insurance, airfare, and transfers. With firsthand experience in their favorite destinations, Michele and her staff offer trustworthy advice based on personal travel experiences.

Tristar Worldwide is a prestigious institution located at 500 Fashion Avenue in New York City. As a leading provider of luxury transportation services, Tristar Worldwide offers a wide range of chauffeur-driven vehicles for business travel, airport transfers, and special events. With a reputation for excellence and professionalism, Tristar Worldwide is dedicated to providing top-notch service to its clients in New York and beyond. Whether you need a stylish limousine for a corporate event or a comfortable sedan for airport pick-up, Tristar Worldwide has the perfect solution for all your transportation needs.

Welcome to Queens Luxury Cars, your premier destination for high-end vehicles in the heart of Queens, New York. Located conveniently at 134-01 Atlantic Avenue, we specialize in offering an exquisite selection of luxury vehicles that cater to your sophisticated taste and style. As a trusted car dealer and store, we pride ourselves on providing exceptional customer service and a personalized experience for each of our clients. Our showroom features a diverse range of top-tier brands, ensuring that you find the perfect vehicle to match your lifestyle and preferences. Whether you're in the market for a sleek sports car, a luxurious sedan, or a versatile SUV, Queens Luxury Cars has something for everyone. Our knowledgeable and friendly staff are dedicated to helping you explore our inventory and make an informed decision.

Ace General Contracting: Your Trusted Partner in Construction and Home Improvement Welcome to Ace General Contracting, your premier destination for top-quality construction and home improvement services in New York City. Conveniently located at 805 Arnow Avenue, The Bronx, New York 10467, we are proud to serve the vibrant communities of New York, Manhattan, Brooklyn, New Rochelle, and beyond.

Welcome to Hamptons Luxury Estates LLC, your premier general contractor in the heart of Southampton, New York. Located at 475 David Whites Lane, we specialize in crafting exquisite estates that embody the elegance and charm of the Hamptons. With a commitment to quality and attention to detail, our expert team is dedicated to transforming your vision into reality, whether it’s a new construction, renovation, or custom project. At Hamptons Luxury Estates LLC, we pride ourselves on our personalized approach, ensuring every project reflects the unique style and needs of our clients. Discover the epitome of luxury living with us, where exceptional craftsmanship meets timeless design. Contact us today to begin your journey to creating the home of your dreams.

Wayfinder Moving Services - Amherst, NY Welcome to Wayfinder Moving Services, your trusted partner for seamless and stress-free relocations in Amherst, NY, and beyond. Located at 200 John James Audubon Parkway, Buffalo, New York 14228, we are a professional moving company dedicated to providing top-notch moving and storage solutions tailored to your unique needs.

Welcome to Movers Scarsdale NY Ltd, your trusted local moving experts located at 14 Harwood Court, Scarsdale, New York 10583. We pride ourselves on being the best movers in Scarsdale, offering a comprehensive range of moving services tailored to meet your needs. Whether you're relocating across town or across the globe, our team of professional movers is here to ensure a seamless and stress-free moving experience. At Movers Scarsdale NY Ltd, we understand that moving can be one of life's most stressful events. That's why our dedicated team is committed to handling every aspect of your move with care and attention to detail. From packing and loading to transporting and unloading, we manage it all so you can focus on settling into your new home or office. Our movers are fully insured, bonded, and equipped with years of experience to guarantee that your belongings are in safe hands.

Welcome to Flagstar Private Banking, located in the heart of New Rochelle, New York, at 1C Quaker Ridge Road in the Quaker Ridge Mall. We are your trusted partner for all your banking and financial needs. As a premier provider of personalized financial services, we specialize in offering private banking solutions tailored to meet the unique requirements of our esteemed clients. Our state-of-the-art ATM services ensure convenient and secure access to your funds, while our comprehensive banking solutions are designed to help you manage your finances with ease. Whether you are looking to invest, save, or simply manage your day-to-day banking, our team of experienced professionals is here to assist you every step of the way.

Welcome to Archer Financial Group, your trusted partner in financial excellence located in the heart of Manhattan at 330 West 38th Street, New York. As a premier financial service provider, we are committed to helping individuals and businesses achieve their financial goals with precision and integrity. Our team of experienced professionals offers a comprehensive range of services, including financial planning, investment management, retirement solutions, and risk management. At Archer Financial Group, we pride ourselves on delivering personalized strategies tailored to meet the unique needs of each client. Whether you're planning for the future, managing wealth, or seeking expert advice, we are here to guide you every step of the way. Discover the difference of working with a dedicated financial partner who values your success. Visit us today and take the first step towards a secure financial future.

Welcome to Flagstar Private Banking, your trusted partner in financial excellence located at 36-36 33rd Street, Queens, New York. Nestled in the heart of Queens, we are committed to providing personalized and comprehensive banking solutions tailored to meet the unique needs of our clientele. At Flagstar Private Banking, we pride ourselves on our exceptional customer service and a wide range of financial services designed to help you achieve your financial goals. Whether you're looking for personal banking, business solutions, or specialized financial advice, our team of experienced professionals is here to guide you every step of the way.