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TOP 30 Comprehensive wealth planning in New York, NY
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TFG Accounting and Tax
TFG Accounting and Tax, located at 200 Parkway Drive South in Hauppauge, New York, has been serving companies across America since 1996. Their team of Certified Public Accountants offers a range of accounting, audit, tax, and business consulting services. In addition to their core services, TFG also provides financial planning, wealth management, insurance, and management consulting through their related entities. They pride themselves on offering innovative financial solutions tailored to individual and business needs, with a focus on maximizing assets and minimizing liabilities. TFG works with a variety of industries, from healthcare to technology, and is dedicated to helping clients make informed financial decisions and build their legacy. With a commitment to privacy and personalized service, TFG Accounting and Tax is a trusted partner for individuals, businesses, and estates seeking comprehensive financial management.
Hauppauge Capital Group - Morgan Stanley
Hauppauge Capital Group - Morgan Stanley is a reputable finance institution located at 888 Veterans Memorial Highway in Hauppauge, New York. As a branch of the esteemed Morgan Stanley financial services firm, this institution offers a wide range of financial services and investment solutions to individuals, businesses, and institutions. With a team of experienced financial advisors and wealth management professionals, Hauppauge Capital Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking for retirement planning, wealth management, or investment advice, this institution is committed to providing personalized and comprehensive financial solutions to meet your needs.
MCINTOSH TAX AND ASSET MANAGEMENT GROUP
MCINTOSH Tax and Asset Management Group is a leading finance institution located at 410 Motor Parkway in Hauppauge, New York. Our team of experienced professionals specializes in providing expert tax and asset management services to individuals and businesses. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you with your financial needs.
LPL Financial
LPL Financial is a leading finance and insurance agency located at 900 New York 111 in Hauppauge, New York, United States. With a commitment to providing personalized financial solutions and exceptional customer service, LPL Financial helps clients achieve their financial goals and secure their future. From retirement planning to investment strategies, LPL Financial offers a wide range of services to meet the unique needs of each individual or business. Contact LPL Financial today to start planning for a brighter tomorrow.
Merrill Lynch Financial Advisor Kim M Pino
Merrill Lynch Financial Advisor Kim M Pino is a reputable finance institution located at 50 New York 111, Village of the Branch, New York, United States. Kim has over 25 years of industry experience and joined Merrill Lynch Wealth Management in 2016. With a background as a Global Institutional Equity Sales Trader, Kim is dedicated to providing clients with the tools and strategies necessary to meet their short and long term financial goals. Specializing in preservation of wealth, retirement planning, and education funding, Kim offers personalized advice and guidance tailored to individual and corporate needs. Kim holds various FINRA registrations and Life and Health Insurance licensing. By prioritizing client relationships and focusing on goals that matter most, Kim aims to help clients achieve financial success through a personalized approach. With access to Merrill's investment insights and banking solutions from Bank of America, Kim works closely with clients to develop strategies to address their financial needs. Whether it's planning for retirement, saving for a home, or passing wealth to future generations, Kim is committed to helping clients navigate their financial journey. By staying informed about changes in clients' lives and revisiting financial approaches, Kim ensures that clients stay on track to reach their goals. With a dedication to understanding clients on a personal level, Kim creates financial plans that reflect individual priorities and help address market fluctuations. As a Merrill Lynch Wealth Management Advisor, Kim provides customized investment approaches to help clients pursue their financial goals and navigate the complexities of their financial lives. With a focus on personalized strategies and comprehensive financial solutions, Kim is dedicated to putting clients first and helping them achieve their financial aspirations.
Merrill Lynch Financial Advisor Gregg A Marano
Merrill Lynch Financial Advisor Gregg A Marano is a finance institution located at 50 New York 111, Smithtown, New York, United States. The team at Merrill Lynch is dedicated to understanding your values and helping you achieve your financial goals. They offer personalized one-on-one conversations to get to know you and your family's needs, focusing on both your current life goals and planning for your legacy. Gregg Marano, a Senior Vice President and Financial Advisor at Merrill Lynch, has a wealth of experience and certifications in the financial industry. He has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in 2023. With a background in portfolio construction, retirement planning, and business transition, Gregg and his team use Merrill's global resources to provide strategic recommendations tailored to high net-worth clients and business owners.
The Spaventa Group
The Spaventa Group is a leading investment company located in Ronkonkoma, New York. Specializing in alternative investments, wealth management, and estate planning, The Spaventa Group offers comprehensive financial services to high net worth individuals, private companies, and institutions. Founded by CEO Drew Spaventa, the firm combines technology with a human touch to stay ahead of market trends and provide top-notch investment opportunities. With a focus on venture capital, real estate, and other alternative assets, The Spaventa Group helps clients achieve their financial goals and preserve their wealth for future generations. Located at 3275 Veterans Memorial Highway, Suite B9, Ronkonkoma, NY 11779, The Spaventa Group is your one-stop destination for innovative and personalized financial solutions.
Woodhull Capital Advisors LLC
Woodhull Capital Advisors LLC is a leading finance institution located at 80 Orville Drive in Bohemia, New York. With a team of experienced professionals, Woodhull Capital Advisors LLC provides expert financial advice and services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complex world of finance, Woodhull Capital Advisors LLC is dedicated to helping you succeed. Contact us today to learn more about how we can help you reach your financial objectives.
Merrill Lynch Financial Advisor John Gunther
Merrill Lynch Financial Advisor John Gunther is a dedicated wealth management professional located at 225 Liberty Street, New York, New York, United States. With over 25 years of experience in the industry, John focuses on providing customized wealth management planning and services for high net worth individuals, non-profit organizations, and small institutions. His team believes in creating unique paths for each client to achieve their financial goals. John holds the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Investment Management Analyst® designation. He is committed to excellence in investment planning, wealth management, and client service. John's mission is to provide each client with a personalized wealth management plan to help grow, preserve, and manage their overall wealth. In addition to his professional work, John is actively involved in community service, particularly working with children with disabilities and homeless families. At Merrill Lynch Wealth Management, John and his team focus on building strong client relationships based on trust and personalized service. They work with clients to identify and prioritize their financial goals, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. By understanding each client's unique needs and priorities, John helps design and implement personalized financial plans to turn goals into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, John collaborates with clients to develop approaches designed to address their financial needs. Through regular check-ins and adjustments, John helps clients stay on track to achieve their goals. As a Merrill Lynch Wealth Management Advisor, John is dedicated to helping clients navigate the financial complexities of life and build customized investment approaches. He puts clients first, offering personalized strategies and comprehensive financial solutions. Clients can expect a one-on-one relationship with John, where every question is addressed and every decision is guided by his expertise. John Gunther is registered to do business in multiple states and is committed to helping clients live their best financial lives.
Merrill Lynch Financial Advisor Justin Alexander
Merrill Lynch Financial Advisor Justin Alexander, located at 225 Liberty Street in New York, is committed to providing unparalleled service, quality performance, and asset preservation to clients. With over a decade of experience in the financial services industry, Justin specializes in liquidity event planning, direct investment opportunities, and personalized financial strategies tailored to individual goals and priorities. As a CAIA-certified advisor, Justin works closely with clients to understand their unique needs and develop customized investment approaches. Supported by the global resources of Merrill Lynch, Justin and his team are dedicated to building strong client relationships based on trust and personalized service. By focusing on what matters most to clients - family, goals, and priorities - Justin helps individuals navigate the financial landscape, make informed decisions, and pursue their long-term objectives. With a commitment to ongoing communication, monitoring, and adjustment, Justin aims to help clients stay on track to achieve their financial goals at every stage of life. Whether you are focused on growing, preserving, or transferring wealth, Justin is here to help you pursue what matters most to you.
Merrill Lynch Financial Advisor Robert LaPietra
Merrill Lynch Financial Advisor Robert LaPietra, located at 75 Rockefeller Plaza in New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Robert LaPietra can help you navigate the ever-changing market conditions and create a flexible strategy to help you pursue your aspirations. Robert LaPietra follows the Merrill tradition of community involvement, volunteering with organizations to give back to the community. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. By understanding your investment personality and financial objectives, Robert LaPietra works with you to design and implement a customized financial approach that aligns with your life priorities.
Merrill Lynch Financial Advisor Michael E Alviar
Merrill Lynch Financial Advisor Michael E Alviar is a finance institution located at 114 West 47th Street, New York, New York, United States. Michael Alviar is dedicated to building and maintaining strong relationships with clients, offering personalized wealth management strategies tailored to individual goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael and his team provide comprehensive financial solutions to help clients pursue their financial goals. They focus on understanding clients' aspirations, helping them manage investment risk, and staying on track to achieve what matters most. Whether planning for retirement, saving for a home, or funding a child's education, Michael is committed to helping clients navigate the complexities of their financial lives. By getting to know clients personally and offering personalized investment strategies, Michael aims to help clients live their best financial life. With certifications such as Chartered Retirement Planning Counselor™, Michael is registered to do business in multiple states and is dedicated to providing clients with the guidance and support they need to make informed financial decisions.
Merrill Lynch Financial Advisor Joseph Siemens
Merrill Lynch Financial Advisor Joseph Siemens is a seasoned professional with over 30 years of experience in the finance industry. Located at 225 Liberty Street in New York City, Joseph Siemens offers personalized financial planning services to clients across the United States. Having started his career at a regional firm in Louisville, Kentucky, Joseph Siemens now serves as a Senior Portfolio Manager at Merrill Lynch Wealth Management's Manhattan Rockefeller Center office. He also maintains offices in Key West, Florida, and the financial district in New York City.
Merrill Lynch Financial Advisor Alex Zamoyski
Merrill Lynch Financial Advisor Alex Zamoyski, located at 200 Park Avenue, New York, offers personalized financial planning services tailored to your goals and priorities. With a background in both Political Science and Finance, Alex brings a unique perspective to wealth management. He believes in building a strong relationship with each client, starting with a conversation to understand their aspirations and concerns. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Alex can create a customized approach to help you achieve your financial goals. Whether you are planning for retirement, saving for a major purchase, or considering wealth transfer, Alex will work with you to develop a comprehensive plan that addresses your needs. With access to the resources of Merrill and Bank of America, he can offer investment strategies and banking solutions to help you navigate the complexities of the financial markets.
Merrill Lynch Financial Advisor Anna Ryan
Merrill Lynch Financial Advisor Anna Ryan, located at 75 Rockefeller Plaza in New York, offers personalized financial planning services to help clients achieve their goals. With a background in economics and extensive experience in finance, Anna is dedicated to understanding each client's unique circumstances and priorities. She works closely with clients to develop wealth management plans tailored to their needs, helping them navigate investment decisions and manage risk. Anna's commitment to philanthropy is reflected in her involvement with various non-profit organizations. By combining the investment insights of Merrill Lynch with banking solutions from Bank of America, Anna provides a comprehensive approach to financial planning. Whether clients are planning for retirement, saving for a major purchase, or funding education, Anna's goal is to help them achieve financial success. With a focus on building long-term relationships, Anna ensures that clients' financial approaches evolve with their changing needs and goals. As a CERTIFIED FINANCIAL PLANNER™ Professional, Anna is dedicated to helping clients reach their full financial potential. Contact Merrill Lynch Financial Advisor Anna Ryan to start planning for your financial future today.
Merrill Lynch Financial Advisor Christopher Haliskoe
Merrill Lynch Financial Advisor Christopher Haliskoe, located at 200 Park Avenue, New York, offers a consultative approach to financial planning for individuals and business owners. With a B.S. in Economics from Fairfield University and years of experience in wealth management, Chris is dedicated to helping clients reach their personal and financial goals through detailed planning and market expertise. Active in his community, Chris is involved in mentorship programs and serves as the Parish Council President at St Ann Church in Hoboken, NJ. His team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service, focusing on family, goals, and priorities. Through the Merrill Personal Wealth Analysis™, they create personalized plans centered on each client's unique aspirations. By understanding clients' investment preferences and financial goals, they develop customized approaches to help them pursue what matters most. With access to the global resources of Merrill and Bank of America, the team at Merrill Lynch Wealth Management is dedicated to helping clients manage, grow, and preserve their wealth for the future. By regularly reviewing and adjusting financial approaches, they help clients stay on track to achieve their goals and navigate changes in the market and in their lives. As registered advisors in multiple states, including AZ, CA, CT, FL, NJ, NY, and TX, the team at Merrill Lynch is committed to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
Merrill Lynch Financial Advisor Mark E Johnson
Merrill Lynch Financial Advisor Mark E Johnson is located at 75 Rockefeller Plaza, New York, New York, United States. Mark Johnson is a Senior Vice President and Senior Financial Advisor with over 30 years of experience in finance. He specializes in meeting the investment needs of high-net-worth individuals, privately held businesses, and Foundations. Mr. Johnson helps clients develop financial strategies and long-term investment portfolios tailored to their specific goals. He provides risk-appropriate portfolio modeling through a wide array of investment services, focusing on retirement planning, education funding, estate planning, survivor protection, income preservation, and liability management. Mr. Johnson holds a BA in Economics from Franklin and Marshall College and an MBA from the Columbia Business School. At Merrill Lynch Wealth Management, Mr. Johnson and his team are dedicated to building strong client relationships based on trust and personalized service. They believe in understanding each client's unique goals and priorities to create a financial approach that reflects their personality and helps them achieve their financial objectives. As a Merrill Lynch Wealth Management Advisor, Mr. Johnson offers personalized investment strategies and comprehensive financial solutions to address clients' needs and goals. He is registered to do business in multiple states and provides the latest investment insights, tips, and strategies to help clients live their best financial life. Please note that investing involves risk and it is important to consult legal and tax advisors before making any financial decisions.
Alex.Brown, A Division of Raymond James
Alex.Brown, A Division of Raymond James is a prestigious finance institution located at 200 Liberty Street in New York City, New York. With a rich history dating back to 1800, Alex.Brown offers a wide range of financial services to individuals, businesses, and institutions. As a division of Raymond James, clients can expect personalized investment strategies, wealth management services, and expert financial guidance. With a strong reputation for integrity and excellence, Alex.Brown is a trusted partner for all your financial needs.
Eagle Bay Family Office
Eagle Bay Family Office is a prestigious finance institution located at 250 Greenwich Street in New York City, United States. Specializing in providing comprehensive wealth management services to high-net-worth individuals and families, Eagle Bay Family Office offers personalized financial planning, investment management, and estate planning solutions. With a team of experienced professionals and a commitment to delivering excellent service, Eagle Bay Family Office is dedicated to helping clients achieve their financial goals and secure their financial future.
Merrill Lynch Financial Advisor Clayton Cohen
Merrill Lynch Financial Advisor Clayton Cohen, located at 75 Rockefeller Plaza in New York, is dedicated to helping you manage your wealth through personalized strategies tailored to your financial goals. With access to the investment insights of Merrill Lynch and the banking solutions of Bank of America, Clayton Cohen can assist you in navigating today's changing market conditions. By participating in community service and volunteering, Clayton Cohen embodies the Merrill tradition of serving the communities we work in. Through the Merrill Personal Wealth Analysis™, Clayton Cohen can develop a personalized plan centered on your aspirations and priorities. By understanding your investment personality and goals, Clayton Cohen can customize a financial approach to help you pursue what matters most to you. Whether you are planning for retirement, saving for a home, or considering passing on your wealth to future generations, Clayton Cohen can work with you to create a plan to manage, grow, and preserve your wealth.
Merrill Lynch Financial Advisor Eric Frey
Merrill Lynch Financial Advisor Eric Frey, located at 200 Park Avenue, New York, New York, United States, is dedicated to helping families manage their wealth and provide trustworthy advice. Specializing in advanced financial strategies, Eric also assists with income tax planning, estate planning, concentrated stock, intergenerational wealth transfer strategies, trust services, and philanthropic planning. Committed to the Merrill tradition of community involvement, Eric volunteers with local organizations to give back. The Merrill Personal Wealth Analysis™ is used to create personalized plans centered on individual goals. With the support of Merrill's global resources, Eric's team is focused on building strong client relationships through trust and personalized service. By understanding each client's priorities and aspirations, Eric tailors financial approaches to help them achieve their goals. Through the Investment Personality Assessment, Eric gains insight into clients' investing preferences to customize strategies that align with their values. Regular reviews and adjustments ensure that financial plans adapt to changing circumstances. Eric's mission is to understand each client's unique needs and help them pursue their financial goals with confidence. As a Certified Financial Planner, Eric is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions. With a focus on personalized service and ongoing support, Eric and his team at Merrill Lynch Wealth Management are committed to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor Thomas R DeSanctis
Merrill Lynch Financial Advisor Thomas R DeSanctis is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. With a focus on managing your wealth through a personalized approach, they offer access to investment insights from Merrill and banking solutions from Bank of America. Their services include personalized wealth management strategies, community involvement, and a personalized financial plan through Merrill Personal Wealth Analysis™. By understanding your goals and priorities, they help you pursue financial success through tailored investment strategies. With a strong emphasis on building relationships, they prioritize getting to know you and your family to create a financial approach that aligns with your life priorities. They offer ongoing support to help you stay on track and adjust your approach as your goals evolve. With a dedicated team of advisors, they provide personalized investment strategies and comprehensive financial solutions to help you achieve your financial goals.
Merrill Lynch Financial Advisor Ken Schneider
Merrill Lynch Financial Advisor Ken Schneider is located at 114 West 47th Street in New York, United States. Ken provides wealth management advice and guidance to affluent individuals and their families, creating tailored investment management strategies to help clients reach their financial goals. With over two decades of experience in the public finance industry, Ken offers expertise in structuring and pricing tax-exempt and taxable municipal bond issues. Ken holds a BA in Economics from the University of California, Berkeley and an MBA from the Columbia Business School. He is actively involved in his community, serving on the board of his town's Little League and organizing charity fund-raising events. Ken is licensed in Life, Accident, and Health insurance, and holds FINRA registrations Series 7, 63, and 65.
PHX Financial Inc.
PHX Financial Inc. is a leading finance institution located at 100 Wall Street in the heart of New York City. With a reputation for excellence in financial services, PHX Financial Inc. offers a wide range of investment and wealth management solutions to clients in the United States and beyond. Our team of experienced professionals is dedicated to providing personalized and strategic financial advice to help our clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, PHX Financial Inc. is here to help. Visit us today to learn more about how we can assist you in achieving financial success.
Merrill Lynch Financial Advisor Jonathan Horn
Merrill Lynch Financial Advisor Jonathan Horn, located at 225 Liberty Street in New York, is dedicated to helping clients navigate the complexities of their financial lives. With a focus on building strong client relationships based on trust and personalized service, Jonathan works with individuals to create customized investment approaches that address their unique needs and goals. As a registered advisor in multiple states, Jonathan offers personalized investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management. Whether you are planning for retirement, saving for a home, or funding a child's education, Jonathan is committed to helping you achieve your financial goals at every stage of your life. With access to the global resources of Merrill and the banking solutions of Bank of America, Jonathan collaborates with clients to develop strategies that can help manage, grow, and preserve their wealth for the future. By putting the investor at the center of the planning process and maintaining a market focus, Jonathan helps clients navigate financial transitions and make informed decisions to secure their financial freedom. Contact Jonathan Horn today to start planning for your financial future.
Merrill Lynch Financial Advisor Max Myers
losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Wealth management, as the name suggests, involves managing your wealth in a way that can help you achieve your financial goals. This can involve a variety of services, including investment management, financial planning, retirement planning, estate planning, tax planning, and more. Merrill Lynch Financial Advisor Max Myers, located at 75 Rockefeller Plaza in New York, offers personalized wealth management services to affluent clients. Max takes a Goals-Based Wealth Management approach, focusing on understanding each client's risk tolerance and life objectives to help them achieve their short, medium, and long-term financial goals. With a background in finance and management, Max has years of experience managing relationships with high-net-worth individuals and institutions.
Merrill Lynch Financial Advisor Charles A. Bell
Merrill Lynch Financial Advisor Charles A. Bell, located at 200 Park Avenue, New York, New York, United States, offers personalized wealth management strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Charles A. Bell can help you navigate today's changing market conditions. By participating in the communities they serve, Charles A. Bell demonstrates a commitment to giving back. Through the Merrill Personal Wealth Analysis™ process, a personalized plan is developed centered on your unique goals. By understanding your investment personality and preferences, Charles A. Bell can create a customized financial approach to help you achieve what matters most to you. Regular check-ins and adjustments ensure your financial plan stays aligned with your evolving life and goals. With a focus on building a relationship based on trust and understanding, Charles A. Bell is dedicated to helping you pursue your financial aspirations. Whether you are planning for retirement, saving for a major life event, or seeking advice on passing wealth to future generations, Charles A. Bell will work with you to develop a comprehensive approach to address your financial needs. Contact Merrill Lynch Financial Advisor Charles A. Bell to start the conversation about your financial future.
Foresters Financial
Foresters Financial is a finance institution located at 40 Wall Street in New York, New York, United States. They provide a range of financial services including investment planning, retirement planning, insurance, and wealth management. With a focus on helping individuals and families achieve their financial goals, Foresters Financial offers personalized solutions tailored to each client's unique needs. Their team of experienced professionals is dedicated to providing top-notch customer service and expert financial advice. Whether you are looking to secure your financial future or grow your wealth, Foresters Financial is committed to helping you succeed.
Merrill Lynch Financial Advisor Kevin J Halpin
Merrill Lynch Financial Advisor Kevin J Halpin is a Vice President and Senior Financial Advisor located at 75 Rockefeller Plaza in New York, New York. With over 25 years of experience in the financial services industry, Kevin focuses on total wealth management and offers strategy-based solutions for personal and business finances based on clients' individual needs and goals. As a Portfolio Manager, Kevin uses his expertise in individual equity selection and modern portfolio theory to help clients of all financial backgrounds. He works closely with clients' other advisors to address short and long-term goals, providing personalized advice and specialized investment services. Kevin and his wife Julia, who also works at Merrill, have a combined length of service of over 50 years. At Merrill Lynch Wealth Management, Kevin believes in building personalized plans centered on clients' goals and priorities, helping them achieve financial success and pursue what matters most to them. With access to the investment insights of Merrill and banking solutions from Bank of America, Kevin works with clients to develop an approach designed to address their financial needs and help them achieve their goals. Through regular meetings and reviews, Kevin helps clients stay on track and adapt their financial approach to reflect changes in their lives and the market. Kevin is registered to do business in multiple states across the United States, offering personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
Merit Financial Partners, LLC
Merit Financial Partners, LLC is a finance institution located at 6964 Grand Avenue in New York, United States. Specializing in financial planning, investment management, and wealth preservation, Merit Financial Partners, LLC offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, the institution provides comprehensive financial solutions tailored to each client's individual needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Merit Financial Partners, LLC is dedicated to helping you secure a prosperous financial future.
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