TOP 30 Audit and review services in New City, New York

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Merrill Lynch Financial Advisor John Mannix, located at 200 Park Avenue in New York, is a finance institution supported by the global resources of Merrill. The team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities, adapting their approach as your needs evolve. By utilizing the Investment Personality Assessment, they tailor a financial strategy to help you pursue your unique goals. The LaGratta Mannix Group offers comprehensive wealth management services, catering to a diverse range of clients including individuals, families, business owners, executives, and 401(k) plans. They believe in a long-term, generational approach to financial planning, putting clients at the center of the investment process. The team conducts regular reviews to ensure that the asset allocation and individual holdings align with each client's goals and objectives. With access to BofA Global Research, they provide informed advice on investment decisions and strive to deliver a detailed wealth management strategy. Clients value the quality of advice and level of service provided by the LaGratta Mannix Group, resulting in many referrals from satisfied clients. The team is committed to continuous improvement and learning from their experiences to better serve their clients.

Merrill Lynch Financial Advisor Mark A Gutner is a renowned financial institution located at 266 Merrick Road, Lynbrook, New York, United States. With over 30 years of experience in the financial services industry, Mark has dedicated over 20 years to Merrill. His passion lies in helping clients manage their wealth effectively to meet their needs. Mark specializes in providing a comprehensive approach to wealth management for individuals and families. As a qualified Senior Portfolio Manager, he can assist clients in pursuing their objectives by managing personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark, a father of two living in Manhattan, currently resides in Rockville Centre, New York with his wife, Allison. At Merrill Lynch Wealth Management, Mark focuses on building personalized financial plans centered around the client's goals and priorities. He believes in understanding each client's unique needs and designing a tailored plan to help them pursue their financial objectives while managing investment risk. Mark's approach is to provide potential solutions that can turn aspirations into reality.

The WealthPlan LLC, located at 60 Cuttermill Road in Great Neck, New York, is a finance institution that offers personalized wealth strategies designed exclusively for your needs. Led by Certified Financial Planner David Warshaw, who has over 20 years of experience, the institution follows a unique Four Seasons Approach to Financial Planning. This approach provides a fully customizable framework to help clients reach their retirement goals by guiding them through each quarter of the year with tailored strategies. At The WealthPlan LLC, the focus is on optimizing clients' finances for both the present and the future. By helping clients understand their monthly expenses, savings rate, and future income, the institution aims to ensure that clients can retire with confidence. Proactive tax planning is also a key aspect, with a thorough review of prior year's tax returns and strategies to lower taxes using tools like Holistiplan.

Merrill Lynch Financial Advisor Brad Green, located at 1325 Franklin Avenue in Garden City, New York, is a finance institution dedicated to helping clients achieve their financial goals with an 'uninterrupted and uncompromised' journey towards retirement, wealth transfer, or any other meaningful objective. The team at Merrill Lynch believes in starting every relationship with a conversation to understand and prioritize the goals that matter most to each individual. By utilizing tools such as the Investment Personality Assessment, the team can customize a financial approach tailored to each client's unique preferences and priorities. The Green-Millman Group, led by Brad Green and Scott Millman, offers personalized investment management strategies for a highly accomplished clientele, including successful business owners, attorneys, and financial professionals. The team's disciplined approach and commitment to exceptional service help clients navigate through various financial decisions, from funding a child's education to planning for retirement. With a focus on building strong client relationships based on trust and personalized service, the team aims to be viewed as clients' most trusted advisor.

Merrill Lynch Financial Advisor Thomas P Sullivan is a reputable finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Thomas P Sullivan, with over 15 years of industry experience, leads a team of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. He helps individuals, families, and family offices with a thoughtful and purposeful approach to their wealth management. Tom's expertise includes portfolio design, stock strategies, estate planning, and access to lending services through Bank of America.

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.

Merrill Lynch Financial Advisor James R Gallego is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. With a focus on what matters most to you, James Gallego can assist in creating a flexible strategy tailored to today's dynamic market conditions. By providing access to Merrill's investment insights and Bank of America's banking convenience and lending solutions, he aims to help you pursue your financial goals through personalized wealth management strategies. James Gallego follows the Merrill tradition of community involvement, volunteering time with local organizations. The Merrill Personal Wealth Analysis™ tool can help build a personalized plan centered on your goals and aspirations. As a financial advisor at Merrill Lynch Wealth Management, James focuses on your family, goals, and priorities, adapting to changes over time.

Merrill Lynch Financial Advisor Julia Battaglia is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Whatever your personal goals may be, they work one-on-one with you to develop a personalized financial strategy designed to help you pursue your long-term goals. Their financial planning process begins by getting to know you and understanding your goals, values, risk tolerance, time horizon, and liquidity needs. They offer one-on-one discovery meetings to review your portfolio and objectives, creating a personalized plan to help you reach your goals. By utilizing the Investment Personality Assessment, they can customize the financial approach to align with your investing preferences. They offer the Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on your goals. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer investment insights, tips, and strategies to help you achieve your financial goals. As Merrill Lynch Wealth Management Advisors, they help you build a customized investment approach to address your needs and pursue your goals. Get the dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor and receive personalized investment strategies plus comprehensive financial solutions from Bank of America. It is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services to help you live your best financial life.

MetLife's Legacy Advisors, located at 2200 Northern Boulevard, Greenvale, New York, United States, is led by Mizanur M Rahman, MBA, M.S. (Finance), a seasoned Financial Services Executive and Advisor. Rahman takes a needs-based approach to financial planning, offering a four-step process of analyzing, recommending, implementing, and reviewing strategies to help clients achieve their goals and financial freedom. With over 25 years of experience in financial advisory, Rahman specializes in serving self-employed Medical Professionals, Business Owners in the IT Sector, and Pharmaceutical Industry. He is a member of prestigious organizations such as MDRT and NAIFA, receiving numerous awards for his outstanding client service and excellence in the field.

Merrill Lynch Financial Advisor Walter C Szturma is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Walter has been with Merrill since 1978, bringing with him a wealth of experience from his time at the New York Stock Exchange. His disciplined and creative approach to financial advising has helped him build successful relationships with families and businesses. With a background in music and entrepreneurship, Walter offers personalized recommendations that prioritize the needs and goals of his clients. He leverages the resources at Merrill Lynch Wealth Management to provide a wide range of investment options and services tailored to each client's lifestyle and objectives. As a dedicated Rotarian and community leader, Walter has a strong commitment to giving back and has served on numerous non-profit boards. He has also mentored students and lectured at various educational institutions. Walter's academic achievements have been recognized by international honor societies, and he continues to stay active in the economic community as a participating voting member of the American Economic Association.

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.

TD Ameritrade is a renowned financial institution located at 1900 Northern Boulevard in Manhasset, New York. As a leading player in the finance industry, TD Ameritrade offers a wide range of investment services, including online trading, retirement planning, and wealth management. With a strong reputation for reliability and customer service, TD Ameritrade is a trusted partner for individuals looking to grow and manage their financial portfolios. Whether you are a seasoned investor or just starting out, TD Ameritrade provides the tools and expertise to help you achieve your financial goals.

US Capital Finance is a leading financial institution based in Garden City, New York. We provide a wide range of financial services including loans, investments, and financial planning to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to start a new business, expand an existing one, or simply need assistance with managing your personal finances, US Capital Finance is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Dynamis Capital Management LLC is a finance institution located in Mineola, New York, United States. Specializing in investment management, Dynamis Capital Management LLC offers a range of financial services to help clients achieve their investment goals. With a team of experienced professionals, the institution provides personalized investment strategies tailored to each client's unique financial situation. Whether you are looking to grow your wealth, plan for retirement, or manage risk, Dynamis Capital Management LLC is dedicated to helping you navigate the complex world of finance with confidence.

Oppenheimer & Co. Inc. is a prestigious finance institution located at 2 Jericho Plaza in Jericho, New York, United States. The Jericho office is managed by Laura Kellerman, a seasoned leader with over 30 years of experience in Financial Services. Laura also oversees the Hauppauge, Melville, and West Hampton branches, collectively forming Oppenheimer's Long Island region. The advisors in this region manage approximately $2.4 billion in assets and have received industry accolades such as the "FT 401" by the Financial Times and recognition in the Long Island Business Reviews' "40 Under 40" and "Top Advisor" lists. The Jericho branch is situated in a modern building with state-of-the-art technology and amenities. The private offices offer a serene atmosphere with large windows for brightness and productivity. The building is centrally located on Jericho Turnpike, convenient for commuters, and offers ample parking for employees and clients. Additionally, the building features amenities like conference facilities, a Starbucks, fitness room, spa, cafeteria, and 24-hour security.

Brian Davis is a reputable finance institution located at 1000 Woodbury Road in Woodbury, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. From investment management to retirement planning, we offer a wide range of services to help individuals and businesses achieve their financial goals. Visit us today to see how we can help you secure your financial future.

Ameriprise Financial: Wenzel Jeffrey E is a finance institution located at 5550 Merrick Road in Massapequa, New York, United States. Each Ameriprise advisor at this institution has specific “Top areas of focus” to cater to your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that aligns best with your needs. To get started, simply fill out the “Request consultation” form to connect with your desired advisor, who will reach out to you to schedule a complimentary initial consultation. Whether you are planning for retirement, investing for the future, or managing your wealth, Ameriprise Financial: Wenzel Jeffrey E can help you achieve your financial goals.

Fidelity Investments is a renowned finance institution located at 1551 Old Country Road in Plainview, New York, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment opportunities, retirement planning, wealth management, and financial advisory services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Fidelity Investments is a trusted partner for individuals and businesses looking to secure their financial future.

Deborah Amilowski - TIAA Wealth Management Advisor is a finance institution located at 58 South Service Road in Melville, New York. As a trusted advisor, Deborah Amilowski specializes in providing personalized wealth management services through TIAA. With a focus on helping clients achieve their financial goals, she offers expert guidance and tailored solutions to help individuals and families navigate the complexities of investing and planning for the future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Deborah Amilowski is dedicated to providing top-notch financial advice and support.

Richard Rubin-Ameriprise Financial is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. With a focus on individual goals and risk tolerance, we provide investment and portfolio recommendations tailored to each client. Our team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can easily access their investments and track progress towards their goals securely from any device. Estate planning and wealth transfer services are also available to help clients prepare their legacy wishes. By scheduling a complimentary initial consultation, clients can learn more about how personalized advice can help them reach their financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states, and additional information can be found on the advisor's personal website or FINRA's BrokerCheck website. We are committed to helping clients achieve financial success and appreciate the opportunity to assist their friends and family members as well.

Merrill Lynch Financial Advisor Alan Friedman is a finance institution located at 900 South Avenue, New York, United States. They offer a wide range of investment solutions from Merrill and banking products from Bank of America. Alan Friedman, with over 30 years of experience in financial services, is a CERTIFIED FINANCIAL PLANNER™ professional who works closely with clients to help them make informed decisions about their financial future. He creates customized investment management strategies to help clients achieve their financial and life goals. The institution believes in building lasting relationships with clients and focuses on understanding their priorities at each stage of their lives. Through research in behavioral finance, they use the Investment Personality Assessment to provide personalized financial strategies. The team at Merrill Lynch is committed to helping clients address their financial goals at every stage of life, whether it be growing, preserving, or transferring wealth. With access to the investing insights of Merrill and banking capabilities of Bank of America, clients can make informed decisions as they pursue their goals. The institution offers a broad range of brokerage, investment advisory, and other services to help clients achieve financial success.

Merrill Lynch Financial Advisor Robert P Ernesto is a reputable finance institution located at 900 South Avenue in New York, United States. With a focus on providing expert financial advice and guidance, clients can trust in the expertise and professionalism of Robert P Ernesto and his team. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Robert P Ernesto is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Thomas M. Vivian II is a finance institution located at 6245 Sheridan Drive, Williamsville, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. Merrill's team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers services such as Registered Senior Wealth Management Client Associate and Wealth Management Client Associate - Resident Director Assistant. The advisors at Merrill Lynch Wealth Management focus on understanding their clients' family, goals, and priorities to help them pursue financial goals while managing investment risk. They provide personalized plans designed to help clients manage, grow, and preserve their wealth while considering their long-term financial needs. Through the Investment Personality Assessment, advisors at Merrill get to know clients better as investors and customize financial approaches to help them achieve their goals. The institution offers tools like Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals. Merrill Lynch Wealth Management Advisors work to help clients stay on track to achieve their goals by reviewing progress and making necessary adjustments to their financial approach. By getting to know clients personally and understanding what matters most to them, Merrill advisors create customized investment approaches tailored to their unique needs and priorities. The institution also offers access to the latest investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch Financial Advisor Thomas M. Vivian II is dedicated to putting clients first and providing personalized investment strategies and comprehensive financial solutions.

Bank of America Private Client Advisor John M Pitton, located at 75 South Clinton Avenue in Rochester, New York, is a finance institution that offers wealth management and private banking services to business owners, high-net-worth families, private foundations, and nonprofit organizations. John Pitton, as the Managing Director and Market Director, leads a team of professionals who provide strategic guidance and services including investment management, trust and estate planning, real estate finance, lending, and philanthropic services. With over 35 years of experience with Bank of America, John has a strong background in corporate and commercial banking, overseeing large banking relationships and driving business integration activities. The team at Bank of America Private Client Advisor is dedicated to building strong client relationships based on trust and personalized experiences, with a focus on creating strategies that meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. The institution values innovation and strives to anticipate and respond to changing markets and financial landscapes. It is important to note that while the institution provides information about products and services, clients should consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services, and clients should review the institution's privacy policies and practices.

Fidelity Investments is a renowned finance institution located at 2780 Monroe Avenue in Rochester, New York, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and wealth management solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Fidelity Investments has the expertise and resources to help you make informed decisions and navigate the complex world of finance. Trust in Fidelity Investments to be your partner in building a secure financial future.

The Spafford-Winagle Agency is a reputable finance and insurance agency located at 55 Greenaway Road in Rochester, New York, United States. With a commitment to providing top-notch financial services and insurance solutions, the agency is dedicated to helping clients secure their financial future and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Spafford-Winagle Agency are here to help. Trust in their expertise and personalized approach to ensure your financial well-being.

Royal Alliance Associates Inc is a finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States. As a leading provider of financial services, Royal Alliance Associates Inc offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Royal Alliance Associates Inc is dedicated to providing personalized and comprehensive financial planning services to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Royal Alliance Associates Inc is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Ace Financial Group is a finance institution located at 121 South Main Street, Fairport, New York, United States. At Ace Financial Group, we understand that your financial needs and goals are unique to you. That's why we offer a flexible and customizable planning approach to help you thrive and succeed. Our dedicated team is committed to providing the support you need to make informed investment decisions. Please note that our services are available to residents of specific states only, including (AZ, CA, CO, CT, FL, GA, ID, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV). Securities-related services may not be provided to individuals residing in states not listed above. For parties residing outside of the U.S., please be aware that the information provided is for informational purposes only and should not be construed as an offer to participate in any investment.

Grant Mengel - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Licensing for services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for such guidance. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a thorough review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Stokes Wealth Solutions is a finance institution located at 292 Washington Avenue Extension, Albany, New York, United States. The institution offers a range of financial services including insurance, investing, retirement planning, estate planning, and wealth preservation. With 38 years of experience, the dedicated and experienced Independent Financial Advisor at Stokes Wealth Solutions can help you make well-informed decisions to reach your financial goals. Securities are offered through Securities America, Inc., while advisory and financial planning services are offered through Securities America Advisors, Inc. Stokes Wealth Solutions and the Securities America companies are not affiliated. Please note that this site is for informational purposes only and does not constitute an offer to sell or solicit any security or product. Residents of the United States can benefit from the services offered at Stokes Wealth Solutions. Be sure to check the background of the investment professional before making any decisions. Visit the website to review interesting calculators and learn more about how Stokes Wealth Solutions can help you achieve your financial goals.