Best financial services for high net worth individuals in New York, NY
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Merrill Lynch Financial Advisor Jennifer Kary
● ClosedMerrill Lynch Financial Advisor Jennifer Kary is located at 225 Liberty Street in New York City. Jennifer specializes in providing customized financial services for corporate executives, finance professionals, high net worth individuals, and their families. She helps clients understand their equity compensation awards and develop detailed strategies to achieve their financial goals. Jennifer holds a Bachelor of Arts degree in Economics and Political Science from the College of the Holy Cross and is licensed in various financial areas. She is dedicated to understanding her clients' needs and helping them pursue their financial objectives. Outside of work, Jennifer enjoys playing tennis, biking, and spending time with loved ones. At Merrill Lynch, Jennifer focuses on building personalized financial plans centered on her clients' goals and priorities. She believes in the power of thoughtful conversations to help clients identify and achieve what matters most to them. By utilizing the Investment Personality Assessment, Jennifer can tailor financial approaches to meet individual preferences and goals. She believes in staying connected with clients to adapt to changes and help them stay on track towards financial success. With access to Merrill's investment insights and Bank of America's banking solutions, Jennifer works with clients to address their financial needs and aspirations. Reach out to Jennifer Kary for personalized financial guidance and support.
225 Liberty St 40th Floor, New York, NY 10281, United States -
Lauraine Anton - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLauraine Anton - Financial Advisor at Ameriprise Financial Services, LLC, located at 455 West 23rd Street in New York, offers a wide range of financial services. Lauraine Anton holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Lauraine Anton can provide personalized financial advice to help you achieve your goals.
455 W 23rd St Ste 1F, New York, NY 10011, United States -
Jennifer R Filocomo - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJennifer R Filocomo is a financial advisor at Ameriprise Financial Services, LLC located at 455 West 23rd Street in New York, New York, United States. Jennifer holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jennifer's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Jennifer is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and continuing education, Jennifer ensures that clients receive the highest level of financial advice and support.
455 W 23rd St Ste 1F, New York, NY 10011, United States -
Sandra Smith - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSandra Smith is a Financial Advisor at Ameriprise Financial Services, LLC located at 530 5th Avenue, New York, New York, United States. Sandra holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Sandra's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Sandra specializes in asset management, estate planning, retirement planning, investment strategies, insurance products, and more. Contact Sandra Smith at Ameriprise Financial Services for all your financial planning needs.
530 5th Ave 10th floor, New York, NY 10036, United States -
Garrett Hurley - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGarrett Hurley - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 200 West 41st Street, New York, New York, United States. Garrett Hurley holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Garrett Hurley's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Garrett Hurley is also trained to assist veterans and military personnel through the Certified Military Financial Advisor® (CFMA®) designation. With a focus on ethical practices and real-world application of investment concepts, Garrett Hurley is dedicated to helping clients achieve their financial goals.
200 W 41st St Fl 21, New York, NY 10036, United States -
Karen Aroety - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKaren Aroety is a Financial Advisor at Ameriprise Financial Services, LLC located at 530 5th Avenue, New York, New York, United States. Karen holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Karen's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. Karen is dedicated to providing personalized financial advice and solutions to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong commitment to ethical practices and ongoing education, Karen ensures that clients receive comprehensive and tailored financial strategies to help them achieve their goals.
530 5th Ave 10th floor, New York, NY 10036, United States -
Jordan Bastien - RBC Wealth Management Financial Advisor
● ClosedJordan Bastien - RBC Wealth Management Financial Advisor is a renowned financial institution located in the heart of New York City. Specializing in wealth management services, Jordan Bastien and his team provide expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a strong reputation for excellence in the finance industry, this institution is dedicated to helping individuals and families build and protect their wealth for the future. Visit their office at 1211 6th Avenue to learn more about their services and how they can help you secure your financial future.
1211 6th Ave Suite 3300, New York, NY 10036, United States -
John Fraser - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn Fraser is a financial advisor at Ameriprise Financial Services, LLC located at 2025 Richmond Avenue in New York, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and more. John Fraser is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
2025 Richmond Ave Ste 200, Staten Island, NY 10314, United States -
Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedVincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 1430 Broadway, New York, New York, United States. Vincent De Vita holds multiple certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning and investment topics, ensuring that Vincent De Vita is well-equipped to provide expert advice and services to clients. Whether you are seeking assistance with asset management, retirement planning, estate planning, investment strategies, insurance products, or any other financial need, Vincent De Vita has the knowledge and expertise to help you achieve your financial goals. With a commitment to ethics and ongoing education, Vincent De Vita is dedicated to providing top-notch financial services to individuals, retirees, small business owners, high net worth clients, and more. Contact Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC today for personalized financial guidance and support.
1430 Broadway #305, New York, NY 10018, United States -
George Lukovenko - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedGeorge Lukovenko is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1430 Broadway, New York, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. George Lukovenko specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is committed to upholding the highest standards of ethics and professionalism in the field of finance.
1430 Broadway #305, New York, NY 10018, United States -
Daniel Buckley - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDaniel Buckley is a Financial Advisor at Ameriprise Financial Services, LLC located at 2025 Richmond Avenue in New York, United States. Daniel holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Daniel is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and seniors. With a comprehensive knowledge of asset management, investment strategies, estate planning, retirement planning, insurance products, and more, Daniel is committed to helping clients achieve their financial goals. Contact Daniel Buckley at Ameriprise Financial Services, LLC for personalized and professional financial guidance.
2025 Richmond Ave Ste 200, Staten Island, NY 10314, United States -
Eric P Storberg - Financial Advisor, Ameriprise Financial Services, LLC
● OpenEric P Storberg is a financial advisor at Ameriprise Financial Services, LLC located at 1 Teleport Drive in New York, United States. Eric holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With extensive knowledge and expertise in various financial planning areas, Eric is dedicated to providing comprehensive and tailored financial solutions to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for retirement planning, estate planning, investment management, or insurance products, Eric is committed to helping you achieve your financial goals. Contact Eric P Storberg today for expert financial advice and personalized wealth management services.
1 Teleport Dr Ste 206, Staten Island, NY 10311, United States -
Andrew Cohen - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAndrew Cohen - Financial Advisor, Ameriprise Financial Services, LLC, located in New York, New York, United States, offers a wide range of financial services to meet the diverse needs of individuals. Andrew Cohen is a certified AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation® professional. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Andrew Cohen is dedicated to providing top-quality financial advice and services to clients. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Andrew Cohen can help you navigate the complex world of finance with confidence and peace of mind.
1345 Avenue Of The Americas Fl 33, Ofc 33138, New York, NY 10105, United States -
Merrill Lynch Financial Advisor Nicholas C Nanas
● ClosedMerrill Lynch Financial Advisor Nicholas C Nanas is a finance institution located at 75 Rockefeller Plaza in New York, United States. The institution, led by the Patel Team, offers tailored financial strategies for ultra high net worth families and individuals, managing over $2.8 Billion in assets. The team, headed by Umesh Trikha, has been recognized in Forbes for their exceptional client service. They specialize in assisting both International and Domestic clientele in organizing their financial lives, with a focus on customized goals-based financial strategies. The team believes in building lasting relationships with a limited number of clients to understand their unique priorities and aspirations. Their investment approach emphasizes capital preservation and they offer personalized plans through Merrill Personal Wealth Analysis™. With a commitment to building strong client relationships based on trust, the team at Merrill Lynch aims to help clients achieve their financial goals through comprehensive financial solutions.
75 Rockefeller Plaza 6th Floor, New York, NY 10019, United States -
Chris McIlraith - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChris McIlraith is a Financial Advisor at Ameriprise Financial Services, LLC, located at 200 West 41st Street in New York, New York, United States. Chris holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMATM, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Chris is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and seniors. Whether you need assistance with asset management, estate planning, retirement planning, investment opportunities, insurance products, or tax planning, Chris has the knowledge and expertise to help you achieve your financial goals. Contact Chris McIlraith at Ameriprise Financial Services, LLC for personalized financial guidance tailored to your specific needs and objectives.
200 W 41st St Fl 21, New York, NY 10036, United States -
Joseph Femia - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJoseph Femia is a Financial Advisor at Ameriprise Financial Services, LLC located at 427 Bedford Road, Pleasantville, New York, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Joseph Femia is dedicated to providing expert financial advice to individuals and businesses. Specializing in asset management, retirement planning, estate planning, and investment strategies, Joseph Femia is committed to helping clients achieve their financial goals. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for divorce or special needs situations, Joseph Femia has the expertise to guide you through complex financial decisions. With a strong focus on ethics and professionalism, Joseph Femia is a trusted advisor in the field of finance.
427 Bedford Rd #330, Pleasantville, NY 10570, United States -
Merrill Lynch Financial Advisor Daniel J Madonia
● ClosedMerrill Lynch Financial Advisor Daniel J Madonia, located at 225 Liberty Street in New York, United States, is part of The BMV Group, a team of experienced Wealth Management Advisors dedicated to providing valuable guidance and insight to their clients. With almost 150 years of combined experience, the team focuses on serving affluent individuals, business owners, sports and entertainment professionals, and those navigating major financial events. The team's mission is to identify risks, protect individual goals, and offer tailored strategies to meet the specific needs of each client. Services include investment portfolio risk assessment, retirement planning, estate planning, and more. The team is committed to building strong client relationships based on trust and personalized service, and has received recognition from financial industry publications such as Forbes for their exemplary client service. With access to the global resources of Merrill, the team works to help clients achieve their financial goals through personalized investment approaches. Whether you are looking to plan for retirement, manage your wealth, or navigate financial changes, Merrill Lynch Financial Advisor Daniel J Madonia and The BMV Group are dedicated to helping you achieve your goals."
225 Liberty St 40th Floor, New York, NY 10281, United States -
Merrill Lynch Financial Advisor Patrick R Sullivan
● ClosedMerrill Lynch Financial Advisor Patrick R Sullivan is located at 225 Liberty Street, New York, New York, United States. Patrick serves as a Financial Advisor on the Private Executive Services team at Merrill's flagship office in New York City. He focuses on delivering the wealth management platform to a broad range of clients including corporate executives, financial professionals, founders of privately held companies and their families. Patrick assists clients by seeking to understand their financial objectives through an in-depth discovery process, management of concentrated positions, and building a strategy to attain financial goals. Patrick and the PES team are deeply committed to delivering the highest level of service for all of their clients. Patrick is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third-party investment managers’ strategies, funds or portfolios.
225 Liberty St 40th Floor, New York, NY 10281, United States -
Brian Conlon - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBrian Conlon is a Financial Advisor at Ameriprise Financial Services, LLC located in New York, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Brian Conlon is equipped to provide expert financial advice to individuals, retirees, small business owners, and high net worth clients. Specializing in asset management, estate planning, investment strategies, and insurance products, Brian Conlon is dedicated to helping clients achieve their financial goals. Whether you are looking for retirement planning, wealth transfers, or investment opportunities, Brian Conlon can provide tailored solutions to meet your needs. Contact Brian Conlon at Ameriprise Financial Services, LLC for comprehensive financial advice and expertise.
122 E 42nd St #2215, New York, NY 10168, United States -
Anthony J Rocchio III - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAnthony J Rocchio III, a Financial Advisor at Ameriprise Financial Services, LLC located at 767 3rd Avenue in New York, United States, offers a wide range of financial services to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Anthony J Rocchio III is equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Anthony J Rocchio III has the knowledge and expertise to help you achieve your financial goals. Contact him today for personalized financial advice tailored to your specific needs.
767 3rd Ave Fl 38th, New York, NY 10017, United States -
Ralph Fatigate - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRalph Fatigate - Financial Advisor, Ameriprise Financial Services, LLC, located at 767 3rd Avenue, New York, New York, United States, offers a wide range of financial services and expertise. Ralph Fatigate holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With a focus on providing tailored financial solutions for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement, Ralph Fatigate is committed to upholding a high standard of ethics and professionalism in the financial industry. Whether you need help with asset management, estate planning, investment strategies, retirement planning, or insurance products, Ralph Fatigate is equipped to assist you in achieving your financial goals. Contact Ralph Fatigate - Financial Advisor, Ameriprise Financial Services, LLC, for expert guidance and personalized financial planning services.
767 3rd Ave Fl 38th, New York, NY 10017, United States -
Gerald Di Chiara - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGerald Di Chiara - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 530 5th Avenue, New York, New York, United States. The institution offers a range of financial services and is staffed with professionals who hold various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications and designations ensure that the advisors at Gerald Di Chiara are well-equipped to provide expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you need assistance with asset management, estate planning, retirement planning, investment strategies, or insurance products, the professionals at Gerald Di Chiara are dedicated to helping you achieve your financial goals.
530 5th Ave 10th floor, New York, NY 10036, United States -
Merrill Lynch Financial Advisor Nessa C Boland
● ClosedMerrill Lynch Financial Advisor Nessa C Boland is a prestigious finance institution located at 560 Lexington Avenue, New York, New York, United States. With a focus on experience, service, and a commitment to clients, the institution aims to provide the highest level of professionalism and responsiveness at all times. Operating under the umbrella of Merrill Lynch Wealth Management, a division of Bank of America Corporation, the 712 Investment Group is a team of 20 wealth management professionals with decades of investment experience. Led by partners like Managing Directors Richard Wald and Travis O'Brien, the team is dedicated to creating custom strategies tailored to each client's goals, liquidity needs, values, and risk tolerance. The institution prides itself on its recognition in various financial industry publications, including Forbes' "America's Top Wealth Management Teams High Net Worth" list. The team at Merrill Lynch Financial Advisor Nessa C Boland works closely with clients to understand their financial goals and develop personalized wealth management strategies. Whether clients are planning for retirement, saving for a home, or funding a child's education, the team is equipped to help clients achieve their financial objectives.
560 Lexington Ave 2nd Floor, New York, NY 10022, United States -
Ross Weiner - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRoss Weiner - Financial Advisor, Ameriprise Financial Services, LLC, located at 530 5th Avenue, New York, New York, United States, specializes in providing comprehensive financial planning services. Ross Weiner holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. With expertise in asset management, estate planning, retirement planning, and investment strategies, Ross Weiner is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Ross Weiner can provide tailored advice to meet your specific needs. Additionally, Ross Weiner offers specialized services for domestic partners, seniors, and those going through a divorce. With a commitment to ethics and ongoing education, Ross Weiner is a trusted advisor in the financial industry.
530 5th Ave 10th floor, New York, NY 10036, United States -
Merrill Lynch Financial Advisor Michael B Smyth
● ClosedLocated at 560 Lexington Avenue in New York, Merrill Lynch Financial Advisor Michael B Smyth offers top-tier financial services for clients seeking expertise and personalized attention. With a team of 20 professionals operating under Merrill Lynch Wealth Management, a division of Bank of America Corporation, the 712 Investment Group has a track record of excellence dating back to the 1980s. Led by partners with decades of experience, the team is dedicated to crafting tailored wealth management strategies that align with clients' goals, risk tolerance, and values. The institution prides itself on a client-centric approach, listening attentively to understand the unique financial needs of each individual or organization. By leveraging industry-leading research and due diligence, the team designs custom investment strategies to help clients pursue their financial objectives. Additionally, they collaborate with clients' tax and estate planning professionals to ensure alignment with tax minimization strategies.
560 Lexington Ave 2nd Floor, New York, NY 10022, United States -
Daniel R Masiello - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDaniel R Masiello is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1 Teleport Drive in New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing personalized financial advice, Daniel R Masiello is dedicated to helping individuals achieve their financial goals and secure their financial future. Whether you are a retiree, small business owner, or high net worth client, Daniel R Masiello has the knowledge and experience to guide you through important financial decisions. Partner with Daniel R Masiello for comprehensive wealth management services tailored to your unique needs.
1 Teleport Dr #206, Staten Island, NY 10311, United States -
Michael Marracello - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Marracello is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 Teleport Drive in New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. Michael Marracello is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding high ethical standards and continuously expanding his knowledge to better serve his clients. Contact Michael Marracello today for comprehensive financial planning services tailored to your specific needs.
1 Teleport Dr Ste 206, Staten Island, NY 10311, United States -
Rare Tax Services
● OpenRare Tax Services is a reputable accounting and finance institution located at 2024 3rd Avenue in New York City, New York. Our team of experienced professionals specializes in providing top-notch tax services to individuals and businesses alike. With a strong commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or audit representation, Rare Tax Services is here to help you achieve your financial goals. Trust us to provide personalized solutions tailored to your specific needs.
2024 3rd Ave, New York, NY 10029, United States -
Perrotta Tax & Consulting Services
● OpenPerrotta Tax & Consulting Services, located at 380 Lexington Avenue in New York, is a finance institution with unparalleled qualifications in handling complex tax situations. Specializing in working with professional organizations and ultra-high net worth individuals, we offer solutions for both business and individual tax matters. Our team is capable of liaising with third parties on your behalf, ensuring a seamless process for all your financial needs. Led by our principal, Steven Perrotta, we assess your current situation and leverage your resources to help you achieve your financial goals. Contact us at 646-695-0582 or email us at steven@perrottatax.com to learn more about how we can assist you in reaching your financial objectives. Follow us on Twitter for up-to-the-minute updates and connect with Steven Perrotta on LinkedIn for more information about our services.
380 Lexington Ave, New York, NY 10168, United States -
New York Life Insurance: Efraim Schnitzer
● OpenNew York Life Insurance: Efraim Schnitzer is a reputable insurance agency located at 1983 Marcus Avenue, New Hyde Park, New York. With a focus on providing quality insurance products and services to individuals and families, this institution is dedicated to helping clients protect their financial futures. Efraim Schnitzer and his team of experienced professionals offer personalized insurance solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance: Efraim Schnitzer is committed to helping you achieve your financial goals. Contact them today to learn more about their services and how they can help you secure a brighter tomorrow.
1983 Marcus Ave, New Hyde Park, NY 11042, United States
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