Charitable giving planning in Riverhead, New York

Welcome to Teachers Federal Credit Union, located at 176 Old Country Road, Riverhead, New York 11901. As a leading provider of financial services, we offer industry-best savings solutions designed to maximize your earnings. With our Smart Checking account, you can earn 16 times the national average, ensuring your money works harder for you. At Teachers, our competitive credit card rates and tailored financial solutions are crafted with your needs in mind. Whether you're purchasing a new home or leveraging your equity, we have the ideal solution to support your financial journey. Our commitment extends beyond financial services; we actively engage with our community through charitable giving, partnerships, and scholarships, supporting education, research, health and human services, and economic development.

Welcome to Merrill Lynch Wealth Management, your trusted financial partner located at 450 Old Country Road, Riverhead, New York. As a leading name in finance, we specialize in helping individuals, families, business owners, executives, and institutions navigate both rising and turbulent markets. Our team of expert financial advisors brings years of combined wealth management experience, offering insights and strategies tailored to your unique financial goals. At Merrill Lynch Wealth Management, we understand that wealth planning goes beyond mere advice. Our advisors are equipped to assist with retirement income planning, guidance on concentrated stock positions, and traditional investments, while also providing access to Bank of America’s estate planning services. We work collaboratively with your external professionals, such as accountants and tax attorneys, to ensure a comprehensive approach to your financial well-being.

Welcome to Ardito and McCarrick Team at Morgan Stanley, your trusted financial partners located in the heart of Riverhead, New York. Nestled at 611 East Main Street, our dedicated team is committed to providing exceptional financial services tailored to meet your unique needs. Specializing in comprehensive wealth management, investment strategies, and financial planning, we strive to help you achieve your financial goals with confidence and clarity. At Ardito and McCarrick, we understand that every client is different, which is why we take a personalized approach to your financial journey. Our experienced professionals bring a wealth of knowledge and expertise, ensuring that you receive the highest level of service and guidance. Whether you're planning for retirement, investing for the future, or managing your assets, we are here to support you every step of the way.