TOP 10 Business financial planning and organization in New York

Merrill Lynch Financial Advisor Michael J. Woolfolk is located at 360 Hamilton Avenue, White Plains, New York, United States. Specializing in finance, Michael provides investment, retirement, and wealth management advice to individuals in the Greater New York City area. With a PhD in finance and 20 years of experience as a Wall Street strategist, Michael offers unique insights into today's financial markets and complex products. He is dedicated to helping high-net worth individuals, families, and small business owners navigate the various products and strategies available to meet their financial goals. Committed to community involvement, Michael volunteers with local organizations and believes in building personalized financial plans centered around clients' goals and priorities. By utilizing the Merrill Personal Wealth Analysis™ tool, Michael helps clients create tailored plans to achieve their financial aspirations. With a focus on understanding clients' changing needs and goals, Michael offers personalized financial strategies to help manage, grow, and preserve wealth. Through ongoing communication and adjustments to financial approaches, Michael aims to help clients stay on track to achieve their financial objectives. As a Merrill Lynch Wealth Management Advisor, Michael works closely with clients to develop customized investment approaches and provide comprehensive financial solutions. With a commitment to prioritizing clients' needs and goals, Michael aims to help individuals achieve financial success and live their best financial life.

Merrill Lynch Financial Advisor Elliot R Skriloff is a Senior Vice President and Portfolio Manager located at 360 Hamilton Avenue in White Plains, New York. With over 27 years of experience in the financial services industry, Elliot specializes in providing personalized financial advice, investment management strategies, retirement planning, wealth transfer, estate planning services, education planning, and financial risk management. His client base includes affluent individuals, families, corporate executives, business owners, non-profit organizations, and households with special needs family members. Elliot follows a defined process with each client, focusing on understanding their specific situations to establish objectives, develop appropriate strategies, recommend solutions, and track progress towards reaching their goals. He holds the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations, utilizing his advanced skill set to provide specialized investment services to sophisticated investors.

The Bank of America Financial Center at 3912 Main Street in New York is a leading institution in the world of banking and finance. Offering a wide range of services including personal banking, business banking, loans, investments, and wealth management, this center is dedicated to helping individuals and businesses achieve their financial goals. With a team of knowledgeable professionals and innovative financial solutions, the Bank of America Financial Center is committed to providing top-notch service and support to its customers. Whether you're looking to open a new account, secure a loan, or plan for your future, this institution has the resources and expertise to assist you every step of the way.

The Bank of America Financial Center located at 35 South Moger Avenue in Mount Kisco, New York is a full-service bank offering a wide range of financial services to individuals and businesses. Whether you need help with checking and savings accounts, mortgages, investments, or financial planning, our knowledgeable staff is here to assist you. With convenient hours and a convenient location, the Bank of America Financial Center is your one-stop shop for all your banking and financial needs in the Mount Kisco area.

First Class Business Group is a prestigious institution located at 100 Crossways Park Drive West in Woodbury, New York. With a reputation for excellence in business education and training, our institution offers top-notch programs and services to help individuals and organizations succeed in the competitive world of business. Our experienced faculty and staff are dedicated to providing a first-class learning experience, ensuring that our students receive the knowledge and skills needed to excel in their careers. Whether you are looking to advance your career or start a new one, First Class Business Group is the place to be. Visit us today and take the first step towards a successful future in business.

Bouchey Financial Group, Ltd. is a finance institution located at 1819 5th Avenue, Troy, New York, United States. At Bouchey Financial, we strive to make investing and financial planning clear and simple for our clients, so they can make confident decisions. Our team members come from diverse backgrounds, allowing us to build a client-centric organization focused on our clients' financial success. We adhere to the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards, ensuring the highest level of professionalism and integrity in our services. Since 1995, we have been providing personalized wealth management services as an SEC Registered Investment Advisor, with nearly $1 billion in assets under management.

Merrill Lynch Financial Advisor Zachery Freire, located at 69 State Street, Albany, New York, United States, is committed to understanding your values and helping you achieve your financial goals. With a focus on personalized wealth management strategies, Zachery and his team work to create flexible financial plans tailored to your individual needs. As a US Army Veteran, Zachery is also actively involved in community organizations such as The CEG's Veteran Connect Center. Through one-on-one conversations and the Merrill Personal Wealth Analysis™, Zachery helps clients build and document personalized financial plans centered on their goals. By utilizing the Investment Personality Assessment, he gains a deeper understanding of each client's investing preferences to customize their financial approach. With access to the investment insights of Merrill and the banking solutions of Bank of America, Zachery provides comprehensive financial strategies to help clients manage, grow, and preserve their wealth.

Merrill Lynch Financial Advisor Harold E Connolly is a trusted institution located at 69 State Street, Albany, New York, United States. Hal has been with Merrill Lynch Wealth Management since 1989 and holds various prestigious designations in the finance industry. He is dedicated to participating in the community and volunteers with local organizations. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ to help clients achieve their goals. With a focus on family, goals, and priorities, Hal listens to clients' needs and creates tailored financial strategies. The institution utilizes the Investment Personality Assessment to customize approaches based on individual preferences. By staying informed about changes in clients' lives and financial markets, Merrill Lynch Wealth Management Advisors help clients stay on track to achieve their goals. With a focus on building a one-on-one relationship, Merrill provides personalized investment strategies and comprehensive financial solutions. Harold Connolly is registered to do business in multiple states and holds the CIMA® and CRPC® designations. The institution emphasizes the importance of understanding clients' unique needs and priorities to design effective financial approaches. Merrill Lynch does not provide legal, tax, or accounting advice and clients should consult their advisors before making financial decisions. With a commitment to helping clients live their best financial lives, Merrill offers investment insights, tips, and strategies.

The Bank of America Financial Center at 59 3rd Street in Troy, New York, United States is a trusted institution offering a wide range of banking and financial services. With a commitment to providing excellent customer service and innovative solutions, this bank is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with personal banking, loans, investments, or other financial services, the Bank of America Financial Center is here to help. Visit us today to experience the convenience and expertise of a leading financial institution.

financial guidance tailored to your unique goals and priorities. With access to the global resources of Merrill Lynch, you can trust that your advisor, Michael J. O'Toole III, is committed to helping you achieve financial success. Whether you're planning for retirement, saving for a major purchase, or looking to pass on wealth to future generations, the O'Toole Group is here to provide expert advice and personalized strategies. Located in New York, United States, Merrill Lynch Financial Advisor Michael J. O'Toole III is a trusted partner for individuals and organizations seeking comprehensive financial planning and investment management services. Contact us today to start the conversation about how we can help you reach your financial goals.

Middletown Agri-Business is a leading agricultural institution located at 47 Academy Avenue in Middletown, New York, United States. Our institution is dedicated to providing top-quality agricultural education, research, and services to farmers, students, and the community. With state-of-the-art facilities and expert faculty, we offer a wide range of programs and resources to support the growth and success of the agricultural industry in the region. Whether you are a seasoned farmer looking to expand your knowledge or a student interested in pursuing a career in agriculture, Middletown Agri-Business is the place for you. Visit us today and discover the endless possibilities that the world of agriculture has to offer.

The Bank of America Financial Center located at 5521 8th Avenue in New York, United States is a prominent banking and financial institution offering a wide range of services to its customers. From personal banking to investment options, this center provides expert advice and guidance to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and customer service, the Bank of America Financial Center is a trusted partner for all your financial needs.

Great Lakes Consulting Group - UBS Financial Services Inc. is a reputable finance institution located at 201 West 3rd Street in Jamestown, New York, United States. With a team of experienced financial advisors, they provide a wide range of financial services to individuals, businesses, and organizations. Whether you are looking for investment advice, retirement planning, wealth management, or estate planning, the experts at Great Lakes Consulting Group - UBS Financial Services Inc. are dedicated to helping you achieve your financial goals. Visit their office today for personalized financial solutions tailored to your specific needs.

The Business Acumen Institute, located at 1740 Broadway in New York, New York, is a prestigious institution dedicated to providing top-notch business education and training. With a focus on developing practical skills and knowledge in areas such as finance, marketing, leadership, and strategy, our institute is committed to helping individuals and organizations enhance their business acumen and achieve success in today's competitive market. Our experienced faculty and cutting-edge curriculum ensure that students receive a comprehensive and relevant education that prepares them for the challenges of the modern business world. Whether you are looking to advance your career, start a new business, or simply improve your business skills, the Business Acumen Institute is the perfect place to achieve your goals.

Finest Financial Group is a leading finance institution located at 275 New York 304 in Nanuet, New York, United States. Specializing in financial services, we offer expertise in helping businesses accurately keep records, determine the best organizational structure, apply for necessary tax IDs and forms, and plan for taxes before your business even begins. Trust Finest Financial Group to guide your company towards financial success.

Merrill Lynch Financial Advisor Courtney Moore is a prestigious financial institution located at 225 Liberty Street in New York City. With a focus on providing personalized attention to a limited number of clients, Courtney Moore and her team offer customized services supported by the vast resources of a global institution. Specializing in working with institutional clients such as nonprofit organizations, private foundations, cultural institutions, hospitals, healthcare systems, faith-based organizations, and wealthy families, the team at Merrill Lynch Financial Advisor Courtney Moore creates tailored investment programs to support each client's unique mission and financial goals. Led by Courtney Moore, a Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Managing Director, Private Wealth Advisor, Global Institutional Consultant, and Retirement Benefit Consultant, the team is dedicated to helping clients achieve financial stability and long-term success. The team also includes Carlos, a relationship management associate known for his customized service and commitment to exceeding clients' expectations.

Merrill Lynch Financial Advisor Han K Wang, located at 200 Park Avenue, New York, New York, United States, is a finance institution that follows the deep-seated Merrill tradition of community service. Han K Wang volunteers with organizations in the community and offers Merrill Personal Wealth Analysis™ to build personalized financial plans centered on clients' goals. As a Merrill Lynch Wealth Management advisor, Han K Wang focuses on clients' families, goals, and priorities, adapting to their changing needs over time. By starting with a conversation, Han K Wang helps clients identify and prioritize their most important goals, whether it's retirement planning, saving for a home, or funding education. Utilizing the Investment Personality Assessment, Han K Wang gains a deeper understanding of clients' investing preferences to customize financial approaches. With access to Merrill's investment insights and Bank of America's banking solutions, Han K Wang helps clients manage, grow, and preserve their wealth for the future. The mission is to understand clients' needs and aspirations, designing personalized plans to help them achieve their financial goals. Regular check-ins and adjustments ensure clients stay on track towards their objectives. With a focus on personalized service and tailored financial approaches, Han K Wang helps clients navigate the complexities of their financial lives to pursue their goals effectively.

Merrill Lynch Financial Advisor Genie Zeigler is located at 75 Rockefeller Plaza, New York, New York, United States. Genie is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management with over twenty years of experience providing wealth management and investment advisory services to affluent families, corporate executives, non-profit organizations, and high-net-worth individuals. She specializes in investments, retirement planning, estate planning, asset preservation, risk management, trusts, and portfolio construction. Genie's wealth management philosophy focuses on creating customized financial strategies to help clients navigate market uncertainties and reach their long-term financial goals. She has received numerous awards in the financial services industry and has been recognized as one of the top Women Wealth Management Advisors by Barron's Top Women Financial Advisor conference.

Merrill Lynch Financial Advisor David T Gingerella, located at 225 Liberty Street in New York, is a prestigious institution known for providing exemplary client service. David Gingerella has been recognized by Forbes for his exceptional work as a financial advisor, setting the standard for wealth management. With a focus on connecting all aspects of clients' financial lives, David helps individuals, families, and businesses prioritize and pursue their goals. As a Merrill advisor, David combines personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America. With a background in accounting and private equity, David is well-equipped to provide expert financial advice. He is dedicated to participating in the community and volunteering with organizations. The Merrill team, supported by global resources, is committed to building strong client relationships based on trust and personalized service. By listening to clients' goals and priorities, David can offer wealth management strategies tailored to their needs. Whether planning for retirement, funding education, or investing in sustainable solutions, Merrill Lynch Financial Advisor David T Gingerella is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Amelia E Prounis is a highly experienced Senior Vice President and Senior Financial Advisor at the Fifth Avenue Financial Center complex in New York City. With a strong educational background and over 30 years of experience in wealth management, Ms. Prounis specializes in portfolio management for high net worth individuals both domestically and internationally. She also provides advisory services to small to mid-sized business organizations, including pension funds, endowments, 401K plans, and private foundations. Her areas of expertise include wealth management planning, residential lending, insurance, and estate planning. Ms. Prounis is actively involved in the community, serving on the board of the Grosvenor Neighborhood House in Harlem and participating in fundraising committees for various cultural and educational institutions in New York City. She is dedicated to helping her clients achieve their financial goals through long-term strategies, asset allocation modeling, and personalized investment management.

Merrill Lynch Financial Advisor Daniel P Krystyniak, located at 75 Rockefeller Plaza in New York, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Daniel can help you navigate the ever-changing market conditions. By participating in the community and volunteering with local organizations, Daniel upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, Daniel can create a personalized plan centered on your goals and aspirations. By understanding your investment personality and preferences, he can customize a financial approach to help you pursue what matters most to you. Whether you're planning for retirement, saving for a home, or funding your child's education, Daniel will work with you to develop a strategy designed to address your financial needs.

The Merrill Lynch Financial Advisor Mariana Ng Meyerson is located at 200 Park Avenue in New York, United States. Mariana Ng Meyerson is a Senior Financial Advisor who is fluent in Mandarin & Cantonese Chinese and English. With over 20 years of experience in the financial services industry, Mariana works closely with individuals, retirees, corporate executives, professionals, business owners, non-profit institutions, and ultra-high net worth families to develop customized financial strategies tailored to their goals and priorities. Mariana specializes in helping clients manage concentrated stock positions, navigate important life transitions such as retirement or inheritance, and provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. She works collaboratively with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy planning.

The Merrill Lynch Financial Advisor Lifan Shen is a highly experienced financial institution located at 200 Park Avenue in New York City. Lifan Shen, CFA, has been providing expert financial advice to high-net-worth families, businesses, and non-profit institutions for over two decades. Supported by a team with over 40 years of combined experience in investments, estate planning, philanthropy, and lending, Lifan has a proven track record of helping clients grow and preserve their wealth through challenging economic and market cycles. He prioritizes prudent risk management, long-term growth, intelligent planning, tax minimization, and transparency in his approach. Lifan also designs tailored financial education programs to promote financial literacy and accountability in the next generation. Lifan's philosophy is centered on understanding each client's goals and risk tolerance to create a customized wealth management strategy. He collaborates with a client's key advisors to ensure optimal outcomes and believes in developing a genuine understanding of the client's values and financial decision-making processes. With a background in private wealth management at top firms like Goldman Sachs and J.P. Morgan, Lifan holds the prestigious Chartered Financial Analyst (CFA) designation and is an active member of industry organizations.

Merrill Lynch Financial Advisor L. Cliff Griffin, located at 75 Rockefeller Plaza in New York, offers wealth management strategies for affluent clients, non-profit organizations, and business owners. With over 30 years of experience, Cliff focuses on equity research, portfolio hedging strategies, and wealth management. He holds certifications as a Certified Investment Management Analyst® (CIMA®) and a Certified Divorce Financial Analyst®. Cliff is dedicated to building long-term client relationships and delivering exceptional service, tailored to individual financial goals and values. As a member of the New York Yale Club, Cliff is actively involved in the community and volunteers with local organizations. With access to the global resources of Merrill, Cliff and his team provide personalized financial solutions to help clients pursue their goals and navigate changing life circumstances. Whether planning for retirement, education, or wealth transfer, Cliff listens carefully to understand each client's unique needs and aspirations. By utilizing the Investment Personality Assessment and ongoing communication, Cliff helps clients stay on track to achieve their financial objectives. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor L. Cliff Griffin is committed to helping clients live their best financial lives.

Merrill Lynch Financial Advisor William Gay, located at 114 West 47th Street, New York, New York, United States, offers personalized wealth management services to help clients with wealth accumulation, preservation, and transfer strategies. With over fifteen years of experience in the financial services industry and an MBA from Columbia Business School, William assists individuals and organizations with retirement plans, cash management, and business banking strategies. The institution provides a personalized approach, focusing on the client's goals and priorities, while utilizing the global resources of Merrill to build strong client relationships based on trust and personalized service. Through the Investment Personality Assessment, clients can refine their investing preferences to create a customized financial approach. William's mission is to understand each client's unique needs and help them pursue financial goals while managing investment risk. The institution offers comprehensive financial solutions through Bank of America and aims to help clients achieve their goals by staying informed and adapting to changes in their lives and the financial markets.

Iron Birch Advisors - Ameriprise Financial Services, LLC, located at 767 3rd Avenue in New York, is a finance institution dedicated to meeting the diverse needs of its clients. With a focus on personalized financial advice, the advisors at Iron Birch offer expertise in retirement strategies, estate planning, life insurance, special needs planning, and financial education for women. The team at Iron Birch is committed to giving back to the community, with many advisors actively involved in non-profit organizations. At Iron Birch, client satisfaction is paramount, and the team takes pride in helping clients achieve their financial milestones. The practice culture at Iron Birch is built on respect, teamwork, and a dedication to providing exceptional client experiences. With a focus on philanthropy, personalized advice, and a fun, collaborative work environment, Iron Birch Advisors strives to make financial planning a positive and rewarding experience for its clients. Using digital tools from Ameriprise, clients have anytime access to their investments to help them stay on track with their financial goals. Ameriprise financial advisors are registered to do business in specific U.S. states, and clients can visit the advisor's personal website or FINRA's BrokerCheck website for more information.

Merrill Lynch Financial Advisor Joseph E. Torres is a highly experienced advisor located at 900 South Avenue, New York, United States. With 26 years of experience, Joe specializes in advising affluent families, small businesses, institutions, and endowments. He holds the prestigious CERTIFIED FINANCIAL PLANNER certification and offers expertise in banking, estate planning services, taxation, philanthropy, and liability management. Joe is actively involved in various community organizations and serves on several boards, showcasing his commitment to giving back. He believes in personalized financial planning tailored to each client's goals and priorities, and works closely with clients to develop a comprehensive approach to wealth management. Joe's mission is to understand each client's unique needs and help them achieve their financial goals. With access to the resources of Merrill Lynch and Bank of America, he offers a personalized approach to address each client's financial needs. Contact Joseph Torres for personalized financial advice and guidance.

Likhtenstein Financial Planning, located at 2412 Avenue V in New York, United States, is a finance institution founded by Marat Likhtenstein. Marat is a dedicated financial professional who is committed to helping individuals and businesses build their financial futures. With a practical approach to offering financial services and advice, Marat takes the time to understand each client's specific financial goals and investment objectives before recommending appropriate products and services. In addition to attending industry training and certification programs, Marat is an active member of various professional organizations and associations. He is also involved in his community, serving on the Board of Trustees of the Jewish Center of Nachalath Zion in Brooklyn, NY. Securities and investment advisory services at Likhtenstein Financial Planning are offered through Osaic Wealth, Inc., a separate entity.

The Management Division at Columbia Business School, located in New York, United States, is a prestigious university institution that offers cutting-edge teaching and research in the field of management. Our division explores the various factors that impact organizational performance, including individual behavior, group dynamics, organizational structure, and strategic interactions. Our diverse team of scholars and practitioners bring insights from disciplines such as psychology, strategy, sociology, political science, and economics to address management questions across different types of organizations. Our faculty members, such as Sheena S. Iyengar, Hitendra Wadhwa, Dan Wang, Stephan Meier, and Stephen Zagor, are experts in their respective fields and are dedicated to preparing future business leaders through theoretical and empirical research. From teaching popular MBA classes to conducting groundbreaking research on social networks, migration, and organizational innovation, our faculty members are at the forefront of management education. At the Management Division, we are committed to promoting inclusivity and sustainability in society. Through our research on carbon pricing, financial-economic models, and strategic monetary and fiscal interactions, we aim to provide economic support for stringent warming targets and advocate for a more inclusive society.

Merrill Lynch Financial Advisor Ellen Chiang, located at 114 West 47th Street in New York, is a Vice President and Wealth Management Advisor with over 15 years of experience in corporate financial management and private wealth management. Ellen is dedicated to helping individuals and families build, preserve, and grow their personal wealth and business earnings. She is fluent in English, Chinese Mandarin, and Taiwanese, and believes in starting every relationship with a conversation to truly understand her clients' needs and goals. Ellen works with a variety of professionals, families, and businesses nationwide, providing customized strategies based on her clients' unique needs and investment personalities. She is committed to helping her clients prioritize, plan, and develop a custom strategy to achieve their most important financial goals, whether it's retirement planning, college savings, or wealth transfer. Ellen is also actively involved in community organizations, serving as the Estate Planning Council of New York City’s Diversity & Inclusion Committee Chair and on the board of Woodcraft Rangers, a non-profit organization. With Merrill Personal Wealth Analysis™, Ellen can help clients build and document a personalized financial plan centered on their goals and focused on achieving their dreams. Ellen believes in the power of continuous communication and personalized investment strategies to help her clients navigate the ever-changing financial markets and reach their financial goals.