Building wealth strategies in Melville, NY
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Sterling Wealth Management Group
● ClosedSterling Wealth Management Group is a leading finance institution located at 324 South Service Road in Melville, New York, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, estate planning, and more. At Sterling Wealth Management Group, we are dedicated to helping our clients build and preserve their wealth for the future.
324 S Service Rd ste 110, Melville, NY 11747, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 1305 Walt Whitman Road in Melville, New York, offers clients the investing insights of Merrill along with access to the extensive banking capabilities of Bank of America. Their team of experienced financial advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and estate planning services. The advisors are committed to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies designed to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they live and work. Merrill Lynch Wealth Management provides training, mentoring, and technology for new and experienced advisors to help clients pursue their unique financial goals. Clients have access to individually customized investment approaches and wealth management advice, products, and services. Merrill Lynch has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in pursuing their financial goals. It's important to consult legal and tax advisors before making financial decisions, as investing involves risk. Additional information about brokerage and investment advisory services is available through Merrill financial advisors. The institution is dedicated to providing a wide range of technology, intellectual capital, and marketing resources to enhance client relationships and build businesses.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Kingsview Partners - Melville Office
● ClosedKingsview Partners - Melville Office is a leading finance institution located at 425 Broadhollow Road in Melville, New York, United States. Our team of experienced financial advisors provides personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Kingsview Partners is committed to helping individuals and businesses navigate the complexities of the financial market. Contact us today to schedule a consultation and learn how we can help you secure your financial future.
425 Broadhollow Rd Suite 304, Melville, NY 11747, United States -
Merrill Lynch Private Wealth Advisor Sheena Marr
● ClosedMerrill Lynch Private Wealth Advisor Sheena Marr is a finance institution located at 300 Broadhollow Road, Melville, New York, United States. The institution offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group at Merrill Private Wealth Management is dedicated to providing personalized service to a limited number of clients and families with integrity and excellence. The private wealth advisors are rigorously trained to meet specialized needs and build relationships based on trust. The institution has received recognition from financial industry publications such as Forbes for their exemplary client service. The team, led by Luca Palermo and Nick Frangas, offers strategies designed to help clients achieve their goals through a goals-based wealth management approach. They work with individuals, families, business owners, and executives, providing services and resources typically reserved for the world's largest institutions.
300 Broadhollow Rd, Melville, NY 11747, United States -
Stanislav Nedzhetskiy - TIAA Wealth Management Advisor
● ClosedStanislav Nedzhetskiy - TIAA Wealth Management Advisor is a finance institution located at 58 South Service Road in Melville, New York, United States. As a trusted advisor, Stanislav Nedzhetskiy provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and risk management, Stanislav Nedzhetskiy offers expert guidance and tailored solutions to help clients build and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Stanislav Nedzhetskiy can help you navigate the complex world of finance with confidence.
58 S Service Rd Suite 305, Melville, NY 11747, United States -
Merrill Lynch Private Wealth Advisor Marc Russell Stenzler
● ClosedMerrill Lynch Private Wealth Advisor Marc Russell Stenzler, located at 300 Broadhollow Road in Melville, New York, offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team within Merrill Private Wealth Management, provides personalized service to a limited number of clients and families with integrity and excellence. The team at the Palermo Frangas Group is dedicated to making clients' lives better by offering strategies designed to help them achieve their financial goals. With a focus on high-net-worth clients, the team helps individuals, families, business owners, and executives navigate the complexities of managing substantial wealth.
300 Broadhollow Rd #100W, Melville, NY 11747, United States -
Bridge Wealth
● OpenBridge Wealth is a finance institution located at 68 South Service Road in Melville, New York. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced advisors offers a wide range of financial solutions, including investment planning, retirement planning, and estate planning. At Bridge Wealth, we are committed to helping our clients build and preserve their wealth for the future. Contact us today to learn more about how we can help you secure your financial future.
68 S Service Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Andre A Lee
● ClosedMerrill Lynch Financial Advisor Andre A Lee is located at 1305 Walt Whitman Road in Melville, New York, United States. This institution offers a wide range of investment solutions from Merrill and banking products from Bank of America. The team at Merrill Lynch focuses on building lasting client/advisor relationships based on trust, transparency, and communication. They prioritize individual and family goals and leverage tools and resources to help clients achieve these goals. With a goals-based wealth management approach, they assist in designing and implementing customized wealth management strategies to help clients pursue their financial goals while managing investment risks. The institution believes in inclusive and interactive relationships with clients, ensuring that their immediate and future needs are aligned with their wealth strategy. Through access to investment insights from Merrill and services provided by Bank of America, they develop strategies to address clients' financial needs. The team at Merrill Lynch believes that financial success is achieved by making investment decisions that align with personally meaningful goals. They offer tools to help clients track changes in their lives and reflect these changes in their financial approach. Ultimately, Merrill Lynch Financial Advisor Andre A Lee provides access to investing insights and banking capabilities to help clients make informed decisions as they pursue their goals.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Roderick A Jones
● ClosedMerrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
The Papaleo/McCleery Group - Morgan Stanley
● OpenThe Papaleo/McCleery Group at Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management solutions to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to deliver superior financial guidance and service to individuals, families, and businesses. Contact us today to learn how we can help you secure your financial future.
58 S Service Rd # 400, Melville, NY 11747, United States -
Bank of America Private Client Advisor William Ayers
● OpenBank of America Private Client Advisor William Ayers, located at 300 Broadhollow Road, Melville, New York, is a finance institution led by Senior Vice President and Private Client Advisor, Bill Ayers. With over three decades of experience in banking and wealth management, Bill assists families and individuals in navigating the complexities of significant wealth. Specializing in customized credit and lending, Bill analyzes both sides of a client's balance sheet to identify efficiencies and anticipate key decision points in their financial future. As the leader of a client's Private Bank team, he develops integrated strategies in investment management, banking, lending, trust and estate planning, business succession, and philanthropy. Bill's team collaborates with specialists to help clients achieve their financial goals with precision and resolve. Prior to joining Bank of America Private Bank, Bill held leadership roles at Astoria Bank and JP Morgan Chase, advising high-net-worth individuals and families. Active in the Long Island community, Bill serves on the board of Catholic Charities and has been involved with Long Island Cares and The Harry Chapin Food Bank. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, creating strategies tailored to meet clients' needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth, providing personalized solutions to achieve financial objectives. The institution values innovation and offers disciplined financial strategies to navigate evolving markets and complexities in the financial landscape. Please note that the website may redirect to FINRA’S BrokerCheck and that neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Clients should consult their advisors before making financial decisions.
300 Broadhollow Rd, Melville, NY 11747, United States -
Evan Kralstein - Raymond James
● OpenEvan Kralstein - Raymond James is a finance institution located at 900 Walt Whitman Road in Melville, New York. Specializing in financial services, the institution offers a range of investment and wealth management solutions to individuals and businesses. With a team of experienced financial advisors, Evan Kralstein - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the institution provides personalized strategies and expert guidance to help you make informed financial decisions. Visit Evan Kralstein - Raymond James today to start building a strong financial foundation.
900 Walt Whitman Rd Suite 306, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Philip Siegel
● ClosedMerrill Lynch Financial Advisor Philip Siegel is located at 1305 Walt Whitman Road in Melville, New York, United States. With a focus on wealth planning, Phil brings innovative ideas to successful individuals in various industries, such as sports and entertainment, technology, and healthcare. He is dedicated to building strong relationships with his clients and helping them make important financial decisions for themselves and their families. Phil is a Certified Financial Planner™ and Chartered Retirement Planning CounselorSM, with a Bachelor's degree in Finance from The George Washington University. He believes in a defined process for building wealth, emphasizing strategies that can create long-term results. Phil works closely with clients to understand their goals, risk tolerance, and investment objectives, creating personalized asset allocation plans that may include dividend-paying stocks, technology companies, ETFs, and alternative investments.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor PATRICK CONROY
● ClosedMerrill Lynch Financial Advisor PATRICK CONROY, located at 1305 Walt Whitman Road in Melville, New York, is dedicated to managing your wealth with a personalized approach. By understanding your financial goals and priorities, Patrick Conroy can create a flexible strategy tailored to your needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, he can help you pursue your financial goals through personalized wealth management strategies. Conroy is committed to participating in the community and volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and aspirations. By taking the time to get to know you and your investment style, Patrick Conroy can prioritize your goals and create an individualized plan to reflect your needs. With a focus on proactive communication and personalized service, he aims to exceed your expectations and help you achieve financial success. Whether you're planning for retirement, buying a home, or funding education, Conroy's personalized approach can help you navigate the complexities of the financial market and guide you towards your goals. As a Merrill Lynch Wealth Management Advisor, he offers personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals. With a commitment to staying on track and adapting to changes in your life, Conroy can help you achieve your financial aspirations. Contact Merrill Lynch Financial Advisor PATRICK CONROY to start building your personalized financial strategy today.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Brian J Campbell
● ClosedMerrill Lynch Financial Advisor Brian J Campbell, located at 300 Broadhollow Road in Melville, New York, offers a wide range of financial services to clients in the United States. With over 35 years of experience, Brian provides concierge service and guidance to a variety of clients including Endowments, Charitable organizations, Corporate Executives, Family Trusts and Individual Investors. Through a goals-based approach and access to specialists in various areas, Brian tailors investment strategies and risk management solutions to meet the unique needs of each client. Brian holds several FINRA registrations and designations, including Chartered Retirement Planning Counselor (CRPC) and Senior Portfolio Advisor. He is actively involved in various charitable organizations and brings a wealth of experience and expertise to his clients. With the support of the Bank of America Private Bank, Brian and his team provide specialized services in wealth structuring, estate planning, philanthropy, and investment management.
300 Broadhollow Rd, Melville, NY 11747, United States -
a&f capital group
● OpenA&F Capital Group, located at 200 Broadhollow Road in Melville, New York, is an independent financial services and insurance company. We specialize in providing objective solutions for small and mid-sized businesses, as well as high net worth individuals, without the sale of any proprietary products. Our team prides itself on building personal client relationships and providing unparalleled service. We believe in frequent communication with our clients to keep them fully informed about their accounts and to help them achieve their financial goals while minimizing unnecessary risk. Our focus is on creating custom investment and insurance portfolios that offer consistent tax-efficient returns.
200 Broadhollow Rd, Melville, NY 11747, United States -
Christopher Mirandi - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChristopher Mirandi, a financial advisor with Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, offers comprehensive wealth management services through the Siena Wealth Advisory Group. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, Christopher Mirandi provides expert guidance on navigating the current bull market and maximizing investment opportunities. Potential clients can schedule a complimentary initial consultation to gain insight into financial planning concepts and explore personalized strategies for achieving their goals. With a focus on building lasting relationships and delivering exceptional service, Christopher Mirandi is dedicated to helping individuals and families secure a more confident financial future.
200 Broadhollow Rd #302, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Jann Trefny
● ClosedMerrill Lynch Financial Advisor Jann Trefny is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The financial advisor focuses on your family, goals, and priorities, adapting to changes over time. By starting with a conversation to identify your most important goals, the institution helps you make investment-related decisions tailored to your needs. The Investment Personality Assessment helps customize your financial approach, while the Merrill Personal Wealth Analysis™ builds a personalized plan centered on your goals. The institution believes in staying connected with you to adapt to changes in your life and the financial markets. With a focus on understanding what matters most to you, Merrill Lynch Wealth Management Advisors help you build a customized investment approach to reach your goals. The institution offers a range of services, from investment strategies to comprehensive financial solutions, to help you achieve financial success.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Roodmy Cesar
● ClosedMerrill Lynch Financial Advisor Roodmy Cesar is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. Roodmy Cesar can help create a flexible strategy tailored to today's market conditions, providing access to Merrill's investment insights and Bank of America's banking solutions. With a focus on personalized wealth management strategies, Roodmy Cesar follows the Merrill tradition of community involvement through volunteering. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. By understanding your investment personality, Roodmy Cesar can customize a financial approach to help you achieve what matters most to you. Regular check-ins and adjustments ensure your financial approach reflects changes in your life and goals. Working with Roodmy Cesar means having a dedicated advisor who prioritizes your needs and goals, providing personalized investment strategies and comprehensive financial solutions. Investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. With Merrill Lynch Wealth Management, you can receive the latest investment insights and strategies to help you live your best financial life.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Tyler E Alvarez
● ClosedMerrill Lynch Financial Advisor Tyler E Alvarez is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. The institution takes a personalized approach to understanding your life priorities and creating a customized financial plan tailored to you, your family, and your goals. The Miranda Wealth Management Group, where Tyler E Alvarez works, utilizes a holistic investing approach focused on integrity, attention, and hard work. They collaborate with tax advisors and attorneys to ensure the best interest of the client is always a priority. With a commitment to excellence, they offer tailored strategies for high net worth individuals, families, and businesses to help meet both short-term and long-term financial goals. Their services include investment management, retirement analysis, insurance, trust and estate planning, and lending, supported by the resources of Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A. The institution believes in developing strategies that help clients build wealth while reducing risk and volatility, with a focus on helping clients pursue their goals. They offer personalized financial approaches designed to address individual needs, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. The team at Merrill Lynch Financial Advisor Tyler E Alvarez is dedicated to building strong client relationships based on trust and personalized service, with a commitment to helping clients achieve what matters most to them.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Corey Streim
● ClosedMerrill Lynch Financial Advisor Corey Streim, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to understanding your financial goals and helping you achieve them. With a personalized approach and access to investment insights from Merrill and banking solutions from Bank of America, Corey Streim works with you to develop a plan that addresses your unique needs and priorities. By taking into account your aspirations, questions, and concerns, the institution aims to help you manage, grow, and preserve your wealth for the future. Whether you are planning for retirement, saving for a home, funding education, or passing on wealth to future generations, Corey Streim offers advice and guidance tailored to your specific goals. Through the Merrill Investment Advisory Program, you can benefit from custom strategies that balance risk and reward, ensuring you stay on track to meet your financial objectives. With a team of experienced professionals committed to building strong client relationships, Merrill Lynch Financial Advisor Corey Streim provides personalized service and support to help you achieve your financial goals.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Michael Cascio
● ClosedMerrill Lynch Financial Advisor Michael Cascio is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Michael is dedicated to building strong relationships with his clients, providing customized financial advice and guidance for all their investment, banking, and lending needs. With 20 years of experience in the Financial Services industry, Michael focuses on creating personalized strategies based on a deep understanding of his clients' goals. In his spare time, Michael enjoys traveling, coaching youth sports, and being involved in the local community. As a Merrill advisor, Michael believes in helping clients pursue their goals by developing personalized investment strategies tailored to their risk tolerance, time horizon, and liquidity needs. He works closely with clients to address their financial complexities and build a customized investment approach to achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael is committed to helping clients manage, grow, and preserve their wealth for the future. By staying informed about changes in clients' lives and revisiting their financial approach, Michael aims to help them stay on track to achieve what matters most to them. To learn more about the services provided by Merrill Lynch Financial Advisor Michael Cascio, please visit the institution's website or contact Michael directly.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Matthew A Roache
● ClosedMerrill Lynch Financial Advisor Matthew A Roache, located at 1305 Walt Whitman Road in Melville, New York, offers personalized financial planning services tailored to your life priorities. The Miranda Wealth Management Group takes a holistic approach to investing, focusing on integrity, attention, and hard work to ensure that each client's financial situation and desires are fully understood. By collaborating with tax advisors and attorneys, the team ensures that all aspects of your financial strategy work together seamlessly. Specializing in high net worth individuals, families, and businesses, Merrill Lynch Financial Advisor Matthew A Roache provides customized recommendations for investment management, retirement planning, insurance, trust and estate planning services, and lending. With access to resources from Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A., the team can help you achieve a balance between building wealth and reducing risk.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Lee S Rosen
● ClosedMerrill Lynch Financial Advisor Lee S Rosen, located at 300 Broadhollow Road in Melville, New York, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they change over time. By starting with a conversation, your advisor will help you identify and prioritize your most important goals, whether it's planning for retirement, saving for a home, or funding a child's education. The Investment Personality Assessment tool is used to understand your investing preferences and customize a financial approach tailored to your needs. Led by Lee Rosen, the Rosen Group Wealth Management team serves a diverse client base across the United States, providing tailored financial strategies and proactive support. With access to the investment insights of Merrill and banking solutions from Bank of America, the team helps clients manage, grow, and preserve their wealth for the long term. By periodically reviewing financial objectives and risk tolerance, the team ensures that each client's financial strategy aligns with their goals. Merrill Personal Wealth Analysis™ can help build and document a personalized plan focused on achieving your goals. The team at Merrill Lynch Wealth Management Advisors is dedicated to helping you navigate the financial complexities of life and build a customized investment approach to pursue your goals. With a focus on putting clients first, the team is committed to providing dedicated one-on-one relationships to guide you through life's financial decisions.
300 Broadhollow Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Len Baldassare
● ClosedMerrill Lynch Financial Advisor Len Baldassare, located at 300 Broadhollow Road in Melville, New York, offers personalized wealth management strategies tailored to your individual financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Len Baldassare can help you navigate the complexities of the financial markets and make informed decisions to achieve your aspirations. Len Baldassare follows the Merrill tradition of community involvement, volunteering with organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis™, a personalized financial plan can be created to align with your unique goals and objectives. Through ongoing conversations and assessments, Len Baldassare aims to understand your investment preferences and develop a customized approach to help you pursue what matters most to you.
300 Broadhollow Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Sophia E Tzemis
● ClosedMerrill Lynch Financial Advisor Sophia E Tzemis, located at 1305 Walt Whitman Road in Melville, New York, is a dedicated finance institution committed to building strong relationships with clients. Sophia Tzemis, a Certified Financial Planner, offers personalized wealth management services to affluent families, focusing on investment, retirement, estate, and wealth preservation goals. With over 25 years of experience in the financial services industry, Sophia utilizes the full range of services offered by Merrill Lynch to help clients achieve their financial objectives. She takes the time to understand each client's unique situation and develops tailored strategies to meet their needs. Sophia's approach to investing is centered on understanding her clients' personal goals and priorities, ensuring that their financial plan reflects their individual needs. As a Merrill Lynch Wealth Management Advisor, Sophia provides clients with access to investment insights, trust and fiduciary services, and credit and lending solutions from Bank of America. She is dedicated to helping clients navigate the complexities of their financial lives and achieve their long-term goals. Contact Merrill Lynch Financial Advisor Sophia E Tzemis today to start planning for your financial future.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Alicia L Ruberti
● ClosedMerrill Lynch Financial Advisor Alicia L Ruberti, located at 1305 Walt Whitman Road in Melville, New York, is a trusted finance institution dedicated to helping clients prioritize and pursue their financial goals. With over a decade of experience in the financial services industry, Alicia Ruberti joined Merrill Lynch Wealth Management in 2010 and is committed to providing personalized financial strategies tailored to each client's needs. As a graduate of Adelphi University and a Long Island resident since 2003, Alicia combines the investment insights of Merrill with the banking convenience of Bank of America to offer guidance in investments, retirement planning, insurance, education funding, wealth transfer strategies, and banking services. With a focus on goals-based wealth management, Alicia works to provide exceptional care and service for her clients.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Bank of America Private Client Advisor Frances Beiro
● OpenBank of America Private Client Advisor Frances Beiro is located at 300 Broadhollow Road in Melville, New York, United States. Frances Beiro is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank. She focuses on developing long-lasting relationships with clients to help them manage their wealth effectively and with care. Frances is committed to acting as a fiduciary, always looking out for the best interests of her clients. She specializes in helping families build lasting legacies and offers a range of services including investments, wealth strategy, trust and estate planning, and banking. Frances also works with nonprofit organizations to help them achieve financial stability and long-term growth. She is dedicated to giving back to the community and is involved in various organizations such as Circulo de la Hispanidad and the Women's Exchange. With a background in finance and a strong network of relationships, Frances is able to provide clients with the resources they need to reach their financial goals.
300 Broadhollow Rd, Melville, NY 11747, United States -
Bank of America Private Client Advisor Terence J McLaughlin
● OpenBank of America Private Client Advisor Terence J McLaughlin, located at 300 Broadhollow Road, Melville, New York, United States, is a finance institution led by Managing Director Terry McLaughlin. With over three decades of experience, Terry and his team of specialists provide personalized wealth management strategies for nonprofits, business owners, and high-net-worth families. They offer services such as investment management, specialty asset management, philanthropy, trust and estate planning, and banking. Terry's goal is to establish lasting relationships with clients, guiding them through the challenges and opportunities that come with significant wealth. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust, personal experience, and a commitment to putting clients' goals first. They offer innovative financial strategies to help clients navigate evolving markets and changing environments. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions.
300 Broadhollow Rd, Melville, NY 11747, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a premier financial institution located at 58 South Service Road in Melville, New York, United States. As a leading finance institution, Morgan Stanley offers expert financial advice and guidance to help clients achieve their financial goals. With a team of experienced financial advisors, Morgan Stanley provides personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Morgan Stanley Financial Advisors is committed to helping you navigate the complex world of finance with confidence and clarity.
58 S Service Rd # 400, Melville, NY 11747, United States
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