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  • #2251

    Merrill Lynch Financial Advisor Brian J. Finnerty

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    Merrill Lynch Financial Advisor Brian J. Finnerty, located at 1325 Franklin Avenue, Garden City, New York, United States, is a senior financial advisor with extensive industry experience dating back to 1981. With a focus on connecting all aspects of your financial life to help prioritize and pursue your goals, Brian offers personalized investment ideas geared towards increasing income, tax efficiencies, and capital preservation. Drawing on his background as an institutional fixed income trader and investment portfolio manager, Brian provides advice and guidance to corporate clients, individuals, and families. Through Merrill Personal Wealth Analysis™, Brian helps clients build personalized plans centered on their goals and aspirations, with a focus on adapting to life changes and market fluctuations. With a commitment to understanding each client's unique financial situation and priorities, Brian works to design and implement personalized plans to help clients pursue their financial goals while managing investment risk. As a Merrill Lynch Wealth Management Advisor, Brian is dedicated to helping clients navigate the complexities of their financial lives and achieve their goals. Contact Brian Finnerty for personalized investment strategies and comprehensive financial solutions to help you live your best financial life.

    1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States
    516-877-8271
    fa.ml.com
    Details
  • #2252

    Merrill Lynch Financial Advisor Sudip Mukherjee

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    The Merrill Lynch Financial Advisor Sudip Mukherjee is located at 100 Jericho Quadrangle in Jericho, New York, United States. The Mukherjee Wealth Management Group focuses on building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking convenience. As financial advisors, they provide personalized advice and guidance to help individuals and families pursue their financial goals. The team works closely with clients to develop a personalized financial plan, track progress, and make adjustments as needed. By understanding each client's unique situation and priorities, they can offer a customized approach that reflects their goals and values. The team at Merrill believes in helping clients make investment-related decisions that can help them reach personally meaningful goals. Through the Merrill Investment Advisory Program, they offer custom strategies that deliver an appropriate balance of risk and reward, grounded in a deep understanding of each client's needs. The goal is to help clients achieve financial success by staying on track to reach what's most important to them. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. The Merrill Personal Wealth Analysis™ helps build and document a personalized plan centered on client goals. The team understands that both life and financial markets can change over time, and they work with clients to update their approach to reflect these changes. By getting to know each client personally and understanding what matters most to them, the team can help create a financial approach that is built around their life priorities. As Merrill Lynch Wealth Management Advisors, they help clients navigate the financial complexities of life, building a customized investment approach to address their needs and pursue their goals. With a dedicated one-on-one relationship, clients can access personalized investment strategies and comprehensive financial solutions. The team is there to listen, guide, and help clients along their financial journey, no matter the question or decision. Investing involves risk, and the team at Merrill does not provide legal, tax, or accounting advice, encouraging clients to consult with their own advisors before making financial decisions. The goal is to help clients achieve their financial goals and live their best financial life through personalized advice and guidance.

    100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753, United States
    516-827-3252
    fa.ml.com
    Merrill Lynch Financial Advisor Sudip Mukherjee Merrill Lynch Financial Advisor Sudip Mukherjee Merrill Lynch Financial Advisor Sudip Mukherjee
    Details
  • #2253

    Peter J. De Brino - Morgan Stanley

    ● Open

    Peter J. De Brino - Morgan Stanley is a reputable finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. As a branch of Morgan Stanley, one of the leading financial services firms in the world, Peter J. De Brino offers a wide range of financial services and products to help clients achieve their investment goals. With a team of experienced financial advisors and wealth management experts, clients can trust in the expertise and guidance provided by Peter J. De Brino - Morgan Stanley.

    2000 Westchester Ave #1nc, Purchase, NY 10577, United States
    914-225-4995
    advisor.morganstanley.com
    Details
  • #2254

    The Cromwell Group at Morgan Stanley - Morgan Stanley

    ● Open

    The Cromwell Group at Morgan Stanley is a renowned finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. As a part of Morgan Stanley, one of the leading global financial services firms, The Cromwell Group offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, The Cromwell Group at Morgan Stanley is dedicated to providing top-notch financial advice and personalized service to its clients.

    2000 Westchester Ave #1nc, Purchase, NY 10577, United States
    914-225-6671
    advisor.morganstanley.com
    Details
  • #2255

    Merrill Lynch Financial Advisor James Tomlin

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    Merrill Lynch Financial Advisor James Tomlin, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With over 40 years of experience, our team provides advice and guidance to help clients pursue their financial goals and secure their future. We prioritize putting clients' interests first and building long-term relationships. Our services include asset allocation, diversification, investment selection, and downside risk management to help optimize returns while managing risk. The Williams Tomlin Group provides access to the Merrill Lynch Wealth Management platform, offering a broad range of services and strategies to meet the unique needs of affluent families and individuals. We strive to understand our clients' life goals and provide customized strategies to address their circumstances. Our goal is to bring fresh perspectives to your financial life and help you make informed decisions as you pursue your goals.

    1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States
    516-877-8348
    fa.ml.com
    Merrill Lynch Financial Advisor James Tomlin Merrill Lynch Financial Advisor James Tomlin
    Details
  • #2256

    Mitchell WealthCare - UBS Financial Services Inc.

    ● Open

    Mitchell WealthCare - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a commitment to providing top-notch financial services, they specialize in wealth management, investment planning, and financial advisory services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, Mitchell WealthCare - UBS Financial Services Inc. is the trusted partner you need.

    709 Westchester Ave Suite 400, White Plains, NY 10604, United States
    914-287-6074
    advisors.ubs.com
    Details
  • #2257

    The Dauti & DiSiena Group - UBS Financial Services Inc.

    ● Open

    The Dauti & DiSiena Group - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The team at The Dauti & DiSiena Group is dedicated to delivering personalized and tailored financial advice to individuals and businesses, ensuring that each client receives the attention and expertise they deserve. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Dauti & DiSiena Group is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

    709 Westchester Ave 20th Floor, White Plains, NY 10604, United States
    914-287-6093
    advisors.ubs.com
    Details
  • #2258

    Kevin Bertoncin, CFP® - UBS Financial Services Inc.

    ● Open

    Kevin Bertoncin, CFP® - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. Specializing in financial planning and wealth management services, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the guidance and support they need to secure their financial future. Trust Kevin Bertoncin, CFP® - UBS Financial Services Inc. for all your financial needs.

    709 Westchester Ave Suite 400, White Plains, NY 10604, United States
    914-287-4720
    advisors.ubs.com
    Details
  • #2259

    Merrill Lynch Financial Advisor Roodmy Cesar

    ● Closed

    Merrill 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
    631-351-5048
    fa.ml.com
    Details
  • 4.8 19
    #2260

    Siena Wealth Advisory Group - Ameriprise Financial Services, LLC

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    Siena Wealth Advisory Group, located in Melville, New York, is a finance institution under Ameriprise Financial Services, LLC. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, our team prioritizes helping clients achieve their long-term financial goals. We offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings and progress reviews ensure that we adjust strategies as life changes. Clients can securely access their accounts and track progress towards their goals from any device. Schedule a complimentary initial consultation to learn more about how we can assist you. Our advisors are registered in certain U.S. states, so please refer to the advisor's personal website or FINRA's BrokerCheck for details. We are committed to providing top-notch financial services and appreciate the opportunity to help your friends and family members as well. Contact us today to discuss your financial priorities.

    200 Broadhollow Rd #302, Melville, NY 11747, United States
    631-760-2294
    ameripriseadvisors.com
    Siena Wealth Advisory Group - Ameriprise Financial Services, LLC Siena Wealth Advisory Group - Ameriprise Financial Services, LLC Siena Wealth Advisory Group - Ameriprise Financial Services, LLC
    Details
  • #2261

    Good Harvest Financial Group Inc

    ● Open

    Good Harvest Financial Group Inc is a reputable finance institution located at 164 Flower Hill Road in Halesite, New York, United States. We specialize in providing a wide range of financial services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each individual or business. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Good Harvest Financial Group Inc is here to help. Contact us today to learn more about how we can assist you in securing a prosperous financial future.

    164 Flower Hill Rd, Halesite, NY 11743, United States
    631-423-6501
    Details
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    #2262

    Craig James Financial Services, LLC

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    Craig James Financial Services, LLC is a finance and insurance agency located at 510 Broadhollow Road in Melville, New York. With a dedication to providing personalized financial solutions to individuals and businesses, Craig James Financial Services offers a wide range of services including investment planning, retirement planning, insurance coverage, and more. Their team of experienced professionals is committed to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Craig James Financial Services is here to help every step of the way.

    510 Broadhollow Rd Suite 204, Melville, NY 11747, United States
    631-393-2888
    Details
  • #2263

    Charles P Albrecht - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Charles P Albrecht is a financial advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road, Melville, New York, United States. He holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in areas such as asset management, estate planning, retirement planning, and investment strategies. Charles is dedicated to providing personalized financial advice and solutions to individuals, retirees, small business owners, and high net worth clients. With his comprehensive knowledge and commitment to ethical practices, he helps clients navigate complex financial decisions and achieve their long-term goals. Contact Charles P Albrecht today for expert financial guidance tailored to your specific needs.

    445 Broadhollow Rd Ste 317, Melville, NY 11747, United States
    631-771-1313
    ameripriseadvisors.com
    Charles P Albrecht - Financial Advisor, Ameriprise Financial Services, LLC Charles P Albrecht - Financial Advisor, Ameriprise Financial Services, LLC Charles P Albrecht - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • 5 1
    #2264

    Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Jeffrey E Wenzel is a Financial Advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road in Melville, New York, United States. With certifications 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®, Jeffrey E Wenzel offers comprehensive and specialized financial services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with asset management, retirement planning, estate planning, investment strategies, insurance products, or tax and benefits planning, Jeffrey E Wenzel has the expertise and knowledge to help you navigate the complexities of financial planning. With a commitment to ethical practices and ongoing education, Jeffrey E Wenzel is dedicated to providing personalized and effective financial solutions to meet your unique needs.

    445 Broadhollow Rd Ste 317, Melville, NY 11747, United States
    866-797-7590
    ameripriseadvisors.com
    Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services, LLC Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services, LLC
    Details
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    #2265

    Gordon Financial Group LLC David N. Gordon Investment Advisor

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    Gordon Financial Group LLC David N. Gordon Investment Advisor is a reputable finance and insurance agency located at 445 Broadhollow Road in Melville, New York, United States. Led by experienced investment advisor David N. Gordon, the institution offers a wide range of financial services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Gordon Financial Group LLC is dedicated to providing top-notch service and guidance to individuals and businesses seeking to secure their financial futures.

    445 Broadhollow Rd #25, Melville, NY 11747, United States
    800-995-4551
    gordonfinancial.com
    Gordon Financial Group LLC David N. Gordon Investment Advisor Gordon Financial Group LLC David N. Gordon Investment Advisor Gordon Financial Group LLC David N. Gordon Investment Advisor
    Details
  • #2266

    Merrill Lynch Financial Advisor Len Baldassare

    ● Closed

    Merrill 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
    631-944-9662
    fa.ml.com
    Details
  • #2267

    Brian G Jacobs - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Brian G Jacobs, a financial advisor at Ameriprise Financial Services, LLC, located at 2150 Joshuas Path in Hauppauge, New York, United States, offers expert guidance on navigating the complexities of retirement planning and investment strategies. With a focus on helping clients achieve their financial goals, Brian provides personalized advice and recommendations tailored to individual needs. As a member of FINRA and SIPC, clients can trust in the expertise and professionalism of Ameriprise Financial Services, LLC. Whether you are looking to secure your retirement income, navigate market fluctuations, or plan for the future, Brian is here to provide comprehensive financial solutions. Schedule a complimentary initial consultation to start your journey towards a more confident financial future. Don't hesitate to reach out and discuss what matters most to you with Brian G Jacobs at Ameriprise Financial Services, LLC.

    2150 Joshuas Path Ste 200, Hauppauge, NY 11788, United States
    631-858-0288
    ameripriseadvisors.com
    Brian G Jacobs - Financial Advisor, Ameriprise Financial Services, LLC Brian G Jacobs - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • #2268

    Castle Wealth Strategies, LLC

    ● Open

    Castle Wealth Strategies, LLC is a finance institution located at 200 Motor Parkway in Hauppauge, 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 tax optimization solutions. At Castle Wealth Strategies, LLC, we are dedicated to helping our clients build and protect their wealth for the long term. Contact us today to schedule a consultation and start planning for a secure financial future.

    200 Motor Pkwy Suite A5, Hauppauge, NY 11788, United States
    631-393-6304
    castlewealthstrategies.com
    Details
  • #2269

    Vincent Iammarino Wells Fargo Advisors Financial Network

    ● Open

    Vincent Iammarino Wells Fargo Advisors Financial Network is a reputable financial institution located at 425 Broadhollow Road in Melville, New York, United States. Specializing in finance, they provide a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they offer personalized financial planning, investment strategies, retirement planning, and more. Vincent Iammarino Wells Fargo Advisors Financial Network is dedicated to helping their clients navigate the complexities of the financial world and make informed decisions for their future financial security.

    425 Broadhollow Rd, Melville, NY 11747, United States
    Vincent Iammarino Wells Fargo Advisors Financial Network
    Details
  • #2270

    Steven Nadler - RBC Wealth Management Financial Advisor

    ● Closed

    Steven Nadler - RBC Wealth Management Financial Advisor is a reputable financial institution located at 1211 6th Avenue in New York, New York, United States. As a dedicated financial advisor, Steven Nadler provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and offering tailored financial solutions, Steven Nadler - RBC Wealth Management Financial Advisor is committed to providing exceptional service and expertise in the world of finance.

    1211 6th Ave Suite 3300, New York, NY 10036, United States
    212-703-6123
    us.rbcwealthmanagement.com
    Steven Nadler - RBC Wealth Management Financial Advisor
    Details
  • #2271

    Merrill Lynch Wealth Management

    ● Open

    Merrill Lynch Wealth Management is a prestigious finance institution located at 40 Park Court in New York, United States. With a legacy of excellence in financial services, Merrill Lynch offers top-tier wealth management solutions to help clients achieve their financial goals. From investment advice to retirement planning, the institution's team of experienced professionals provides personalized guidance and expertise to individuals and businesses alike. Trust Merrill Lynch Wealth Management to navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.

    40 Park Ct, Staten Island, NY 10301, United States
    718-447-0864
    Details
  • #2272

    Merrill Lynch Financial Advisor Jacqueline Ramsey

    ● Closed

    Merrill Lynch Financial Advisor Jacqueline Ramsey is a trusted finance institution located at 225 Liberty Street in New York, United States. Our team believes in understanding your life priorities to create a personalized financial plan tailored to your goals and aspirations. With a focus on building strong client relationships, we offer individually tailored advice and guidance to help you pursue your financial goals at every stage of your life. Our team of experienced Financial Advisors has been recognized for exemplary client service by financial industry publications and Bank of America Corporation. We offer a comprehensive approach to wealth management, supported by the global resources of Merrill, to help you achieve what's most important to you.

    225 Liberty St 40th Floor, New York, NY 10281, United States
    212-236-9103
    fa.ml.com
    Merrill Lynch Financial Advisor Jacqueline Ramsey Merrill Lynch Financial Advisor Jacqueline Ramsey Merrill Lynch Financial Advisor Jacqueline Ramsey
    Details
  • #2273

    George Gero - RBC Wealth Management Financial Advisor

    ● Closed

    George Gero - RBC Wealth Management Financial Advisor is a prestigious finance institution located in the heart of New York City. With a prime address at 1211 6th Avenue, this institution offers expert financial advice and wealth management services to clients. Led by George Gero, a seasoned financial advisor, the team at RBC Wealth Management is dedicated to helping individuals and businesses achieve their financial goals. With a strong reputation for excellence and a commitment to personalized service, George Gero - RBC Wealth Management Financial Advisor is a trusted partner for all your financial needs.

    1211 6th Ave Suite 3300, New York, NY 10036, United States
    212-703-8230
    us.rbcwealthmanagement.com
    Details
  • #2274

    Merrill Lynch Financial Advisor Michael A Gatti

    ● Closed

    Merrill Lynch Financial Advisor Michael A Gatti is a finance institution located at 200 Park Avenue, New York, New York, United States. Managing your wealth begins with a thorough understanding of your financial situation, goals, and priorities. Michael Gatti can help create a flexible strategy tailored to today's market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. With Merrill Personal Wealth Analysis™, a personalized plan can be built and documented to focus on your goals and aspirations. By understanding your unique needs and preferences, Michael Gatti can help you pursue your financial goals through personalized wealth management strategies. Get the latest investment insights, tips, and strategies to help you live your best financial life. Michael Gatti is registered to do business in multiple states and is a Certified Financial Planner. Please consult legal and tax advisors before making any financial decisions. Investing involves risk, and past performance does not guarantee future results. Let Michael Gatti help you design and implement a personalized plan to help you achieve your financial goals.

    200 Park Ave 13th Floor, New York, NY 10166, United States
    212-338-6135
    fa.ml.com
    Merrill Lynch Financial Advisor Michael A Gatti
    Details
  • #2275

    Merrill Lynch Financial Advisor Jesse Downing

    ● Closed

    Merrill Lynch Financial Advisor Jesse Downing is a renowned finance institution located at 200 Park Avenue in New York, New York, United States. With a team of experienced professionals led by Jesse Downing, they offer top-notch financial advisory services to help clients manage and grow their wealth. Whether you are looking for investment advice, retirement planning, or estate planning, Merrill Lynch Financial Advisor Jesse Downing is dedicated to providing personalized solutions tailored to your individual needs and goals. Trust in their expertise and commitment to help you achieve financial success.

    200 Park Ave 13th Floor, New York, NY 10166, United States
    212-338-6230
    fa.ml.com
    Merrill Lynch Financial Advisor Jesse Downing Merrill Lynch Financial Advisor Jesse Downing
    Details
  • #2276

    Merrill Lynch Financial Advisor Stefanie Tushin Peters

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    Located at 75 Rockefeller Plaza in New York, Merrill Lynch Financial Advisor Stefanie Tushin Peters is a reputable institution in the finance industry. Stefanie is dedicated to building strong relationships with clients and is passionate about helping individuals and families make important financial decisions. She follows the Merrill tradition of community involvement and volunteers with local organizations. At Merrill Lynch Wealth Management, Stefanie focuses on understanding each client's unique goals, priorities, and investment style. By conducting a Personal Wealth Analysis, she creates personalized plans centered on what clients want to achieve. Clients benefit from Merrill's investment insights, as well as access to trust and fiduciary services from Bank of America Private Bank.

    75 Rockefeller Plaza, New York, NY 10019, United States
    212-415-7751
    fa.ml.com
    Details
  • #2277

    Merrill Lynch Financial Advisor Mariam Adams

    ● Closed

    Merrill Lynch Financial Advisor Mariam Adams is a finance institution located at 225 Liberty Street, New York, New York, United States. They specialize in providing personalized financial advice and guidance to clients, with a focus on developing fresh financial approaches that align with their values and reflect their authentic selves. The institution is dedicated to understanding the unique needs of marginalized groups, including the LGBTQ community, and allies to these groups. Their team of experienced advisors is committed to building strong client relationships based on trust and personalized service. Through a combination of thoughtful investment guidance and professional management, they help clients pursue their long-term financial goals. By getting to know each client personally, they create customized financial strategies that reflect their priorities and life goals. Working with Merrill Lynch Wealth Management Advisors means having access to comprehensive financial solutions from both Merrill and Bank of America, helping clients navigate the complexities of their financial lives and build customized investment approaches. They offer the latest investment insights, tips, and strategies to help clients achieve their financial goals.

    225 Liberty St 40th Floor, New York, NY 10281, United States
    212-338-6244
    fa.ml.com
    Merrill Lynch Financial Advisor Mariam Adams Merrill Lynch Financial Advisor Mariam Adams
    Details
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    #2278

    Target Rock Wealth Management

    ● Closed

    Target Rock Wealth Management is a finance institution located at 445 Park Avenue, New York, New York, United States. As a fee-only fiduciary advisor with two experienced advisors, we are dedicated to helping our clients create a path to financial freedom that aligns with their goals and values. Specializing in tax-efficient investment management, we offer clear and actionable advice for families and individuals looking to maximize their financial wealth. Whether you are planning for retirement, saving for your children's education, or seeking to make a positive impact with your investments, we are here to help you achieve your goals. Target Rock Wealth Management LLC is a registered investment advisor offering services in New York and other jurisdictions where exempted. Please note that all information provided on this website is for informational purposes only, and any investment decisions should be discussed with a qualified advisor before implementation.

    445 Park Ave floor 9, New York, NY 10022, United States
    914-580-4530
    targetrockwealth.com
    Target Rock Wealth Management Target Rock Wealth Management
    Details
  • #2279

    Merrill Lynch Financial Advisor Gerard J. Andrews

    ● Closed

    Merrill Lynch Financial Advisor Gerard J. Andrews, located at 114 West 47th Street in New York, offers personalized wealth management services that prioritize the needs and goals of the investor. The Andrews Group, led by Jerry Andrews, provides tailored financial strategies designed to help clients pursue their goals and adjust their approach over time. With a focus on preserving invested capital while seeking growth opportunities, the team at Merrill Lynch leverages the resources and insights of the firm to create customized investment portfolios. Clients benefit from a highly communicative and proactive service model, backed by a team with over a century of combined investment experience. The Andrews Group also specializes in values-based investing, helping clients align their investments with their beliefs and priorities. Whether you are planning for retirement, building your legacy, or seeking to achieve other financial goals, Merrill Lynch Financial Advisor Gerard J. Andrews is dedicated to helping you navigate the complexities of your financial life and build a personalized wealth management approach for the future.

    114 W 47th St, New York, NY 10036, United States
    212-382-8600
    fa.ml.com
    Merrill Lynch Financial Advisor Gerard J. Andrews Merrill Lynch Financial Advisor Gerard J. Andrews
    Details
  • #2280

    Merrill Lynch Financial Advisor Jonathan E Kass

    ● Closed

    Merrill Lynch Financial Advisor Jonathan E Kass, located at 200 Park Avenue, New York, United States, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by Barron's and Forbes for their outstanding wealth management teams, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. With over 70 years of collective experience, the Kass/Freeman Group understands that every family has unique financial needs and priorities. By getting intimately involved with each client and their family, they are able to create highly tailored solutions to address complex financial situations. Their goal is to serve as the core of your financial team, allowing you to focus on what matters most while they provide exceptional service and knowledgeable advice.

    200 Park Ave 13th Floor, New York, NY 10166, United States
    212-338-6062
    fa.ml.com
    Merrill Lynch Financial Advisor Jonathan E Kass Merrill Lynch Financial Advisor Jonathan E Kass
    Details
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