TOP 30 Bank alternative services in Clifton Park, New York

3 results found

Merrill Lynch Financial Advisor James E Coker, located at 449 New York 146 in New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and global economy, clients can stay on track with their financial goals. The SiRiCa Group, led by Todd Silaika, CFP®, CPWA® CAIA, specializes in helping clients redefine retirement and use their wealth to support new endeavors. The team focuses on retirement wealth strategies, communication, and setting proper expectations to build strong relationships with clients. Using a risk-based investment philosophy that prioritizes cash flow, the team creates portfolios tailored to generate reliable income and make it last. By combining fixed-income securities, bond ladders, stocks, and alternative investments, clients can achieve steady cash flow. With access to Merrill's advanced technology and Bank of America's banking convenience, clients benefit from a comprehensive platform of products and services. The team at Merrill Lynch Wealth Management strives to bring fresh perspectives to clients' financial lives, helping them make informed decisions to pursue their goals.

Paul Pettit, Bankers Life Agent is located at 646 Plank Road in New York, United States. As an insurance agency, we offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents, led by Paul Pettit, are dedicated to helping you find the right coverage for your needs. We specialize in Medicare Advantage plans, providing you with an all-in-one alternative to Original Medicare Parts A and B. With options for prescription drug coverage and low monthly premiums, we can help you navigate the complex world of Medicare to find a plan that works for you.

Merrill Lynch Financial Advisor Erick L Richardson, located at 449 New York 146, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. Get timely insights on market trends and global economy to help you make informed decisions. The SiRiCa Group, led by Todd Silaika, CFP®, CPWA® CAIA, specializes in helping clients redefine retirement and use their wealth to support new endeavors. The team focuses on retirement wealth strategies, offering expertise in corporate benefit plans and retirement income tax laws. With a risk-based investment philosophy, the team aims to generate reliable income and help clients make their wealth last. By creating strategic allocation of investment assets and selecting appropriate investments, they assist clients in pre-retirement planning, tax minimization strategies, and wealth transfer. Utilizing Merrill's advanced technology and Bank of America's banking convenience, clients have access to a wide range of products and services. The team emphasizes sustainable cash flow over chasing indexes or markets, using fixed-income securities, bond ladders, stocks, and alternative investments to build portfolios. With relationships across Merrill Lynch Wealth Management, clients receive tailored support from specialists to meet their individual needs. By connecting life and finances, Merrill advisors help clients make informed decisions as they pursue their financial goals. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a broad range of brokerage, investment advisory, and other services to help clients build a secure financial future.