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TOP 30 Creating wealth in Melville, NY
31 results found
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Heller Wealth Management
Heller Wealth Management, located at 225 Broadhollow Road in Melville, New York, is a finance institution dedicated to helping individuals become financially resilient. With a focus on creating long-term financial stability, Heller Wealth Management keeps your net worth working for your life. Take a quick quiz to receive a personalized Financial Resilience Scorecard, designed to help you make informed financial decisions for the future. Start your journey towards financial security with Heller Wealth Management today.
The Wealth Alliance
The Wealth Alliance is a distinguished finance institution located at 105 Broadhollow Road, Melville, New York, United States. As a registered investment advisory firm with the U.S. Securities and Exchange Commission, we are dedicated to providing sound advice for an ever-changing world. Our team of seasoned advisors, including certified financial planners and certified public accountants, work with Fidelity Investments to revolutionize the client experience. Acting as fiduciaries, we prioritize our clients' needs above all else. Led by Chief Executive Officer & Managing Director, Rob Conzo, we offer personalized advice, empower businesses, and create tailored financial planning divisions. We believe in the importance of giving back and support a variety of causes. Contact us at our New York or Florida offices for expert financial guidance.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 300 Broadhollow Road in Melville, New York, offers a collaborative network of experienced financial advisors who can provide personalized investing insights, wealth planning strategies, and retirement income planning. With access to resources from Merrill Lynch and Bank of America, advisors can assist with a range of financial needs, including guidance on concentrated stock positions, traditional investments, and estate planning services. The advisors at the BROADHOLLOW NY branch are dedicated to client service and satisfaction, working closely with clients to understand their goals and create tailored financial strategies. Through volunteerism and charitable outreach, the branch also supports the local community and non-profit organizations.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1305 Walt Whitman Road in Melville, New York, offers clients the investing insights of Merrill along with access to the extensive banking capabilities of Bank of America. Their team of experienced financial advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and estate planning services. The advisors are committed to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies designed to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they live and work. Merrill Lynch Wealth Management provides training, mentoring, and technology for new and experienced advisors to help clients pursue their unique financial goals. Clients have access to individually customized investment approaches and wealth management advice, products, and services. Merrill Lynch has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in pursuing their financial goals. It's important to consult legal and tax advisors before making financial decisions, as investing involves risk. Additional information about brokerage and investment advisory services is available through Merrill financial advisors. The institution is dedicated to providing a wide range of technology, intellectual capital, and marketing resources to enhance client relationships and build businesses.
Merrill Lynch Private Wealth Advisor Sheena Marr
Merrill Lynch Private Wealth Advisor Sheena Marr is a finance institution located at 300 Broadhollow Road, Melville, New York, United States. The institution offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group at Merrill Private Wealth Management is dedicated to providing personalized service to a limited number of clients and families with integrity and excellence. The private wealth advisors are rigorously trained to meet specialized needs and build relationships based on trust. The institution has received recognition from financial industry publications such as Forbes for their exemplary client service. The team, led by Luca Palermo and Nick Frangas, offers strategies designed to help clients achieve their goals through a goals-based wealth management approach. They work with individuals, families, business owners, and executives, providing services and resources typically reserved for the world's largest institutions.
Merrill Lynch Private Wealth Advisor Charles P Donnelly
Merrill Lynch Private Wealth Advisor Charles P Donnelly, located at 300 Broadhollow Road, Melville, New York, United States, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team within the institution, serves a limited number of clients and families with integrity and excellence. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. The institution takes pride in advisors who have received recognition from financial industry publications or Bank of America Corporation for exemplary client service. The team specializes in helping individuals, families, business owners, and executives achieve their financial goals through a goals-based wealth management approach. The team, led by Luca Palermo and Nick Frangas, offers a sophisticated suite of services, including portfolio design, significant transaction oversight, and tailored financial solutions. They prioritize exceptional service, strong communication, and a personalized client experience to help clients navigate the complexities of managing substantial wealth. The team is committed to providing impeccable service and creating a special experience for a select group of families.
New York Life: Balwant Singh
New York Life: Balwant Singh is an insurance agency located at 576 Broadhollow Road, Melville, New York, United States. They offer permanent policies with a guaranteed death benefit and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution provides support for everyday tasks, income replacement due to sickness or injury, and professionally managed investments with potential market gains. They also offer guidance on creating an investment strategy, setting up an estate plan, and insurance options for employees, executives, and business owners. New York Life is committed to giving back to the community through charitable initiatives and has a diverse and welcoming workplace. With over 175 years of experience, they offer tailored solutions to meet your financial needs and goals. Their mission is to make the world a better place through responsible investing, community engagement, and support for individuals, families, and communities. You can access resources and tools to help you prepare for the future, and cancel anytime.
Principal Financial Group
Principal Financial Group, located at 48 South Service Road in Melville, New York, is a finance and insurance agency dedicated to helping individuals, businesses, and their employees achieve financial security. As part of the nationwide network of financial professionals affiliated with Principal Financial Group, we offer a range of services to meet our clients' needs. Our team is committed to building relationships and providing personalized solutions to help protect and grow your wealth. Whether you are looking for insurance products, life insurance, annuities, securities, or investment advisory services, our licensed professionals are here to assist you. Join us in making a difference in the financial well-being of our community. Let's work together to solve problems and create a brighter future.
Merrill Lynch Financial Advisor Roderick A Jones
Merrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.
Bank of America Private Client Advisor William Ayers
Bank of America Private Client Advisor William Ayers, located at 300 Broadhollow Road, Melville, New York, is a finance institution led by Senior Vice President and Private Client Advisor, Bill Ayers. With over three decades of experience in banking and wealth management, Bill assists families and individuals in navigating the complexities of significant wealth. Specializing in customized credit and lending, Bill analyzes both sides of a client's balance sheet to identify efficiencies and anticipate key decision points in their financial future. As the leader of a client's Private Bank team, he develops integrated strategies in investment management, banking, lending, trust and estate planning, business succession, and philanthropy. Bill's team collaborates with specialists to help clients achieve their financial goals with precision and resolve. Prior to joining Bank of America Private Bank, Bill held leadership roles at Astoria Bank and JP Morgan Chase, advising high-net-worth individuals and families. Active in the Long Island community, Bill serves on the board of Catholic Charities and has been involved with Long Island Cares and The Harry Chapin Food Bank. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, creating strategies tailored to meet clients' needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth, providing personalized solutions to achieve financial objectives. The institution values innovation and offers disciplined financial strategies to navigate evolving markets and complexities in the financial landscape. Please note that the website may redirect to FINRA’S BrokerCheck and that neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Clients should consult their advisors before making financial decisions.
Wexford Financial Strategies
Wexford Financial Strategies is a finance institution located at 900 Walt Whitman Road in Melville, New York. Our dedicated team is committed to providing investment management and strategic wealth planning that is tailored to meet your individual needs. As your trusted advisor, we take a hands-on approach to financial guidance, ensuring that your goals and aspirations are at the forefront of our planning process. Our focus is on understanding your unique financial goals and developing a comprehensive plan to help you achieve them. We believe in creating a financial plan that not only protects your current needs but also plans for your future in a tax-efficient manner. With our absolute independence from any specific insurance or investment company, we are able to provide unbiased advice that is truly in the best interest of our clients.
Trivium Point Advisory
Trivium Point Advisory, located at 41 Pinelawn Road in Melville, New York, is a finance institution that is excited to welcome Paradigm Financial Partners and Lyons & Lyons, CPAs to their team. They specialize in connecting people, processes, and finances to provide essential financial strategies through wealth management, tax and accounting, and business advisory services all under one roof. Dedicated to individuals seeking an experienced and central advisor for their financial needs, Trivium Point Advisory offers a specialized experience that combines wealth management, accounting, and business advisory services for those who value financial stewardship. Their goal is to help clients understand their numbers and create a personalized financial roadmap to work towards their financial goals.
Merrill Lynch Financial Advisor Philip Siegel
Merrill Lynch Financial Advisor Philip Siegel is located at 1305 Walt Whitman Road in Melville, New York, United States. With a focus on wealth planning, Phil brings innovative ideas to successful individuals in various industries, such as sports and entertainment, technology, and healthcare. He is dedicated to building strong relationships with his clients and helping them make important financial decisions for themselves and their families. Phil is a Certified Financial Planner™ and Chartered Retirement Planning CounselorSM, with a Bachelor's degree in Finance from The George Washington University. He believes in a defined process for building wealth, emphasizing strategies that can create long-term results. Phil works closely with clients to understand their goals, risk tolerance, and investment objectives, creating personalized asset allocation plans that may include dividend-paying stocks, technology companies, ETFs, and alternative investments.
Merrill Lynch Financial Advisor PATRICK CONROY
Merrill Lynch Financial Advisor PATRICK CONROY, located at 1305 Walt Whitman Road in Melville, New York, is dedicated to managing your wealth with a personalized approach. By understanding your financial goals and priorities, Patrick Conroy can create a flexible strategy tailored to your needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, he can help you pursue your financial goals through personalized wealth management strategies. Conroy is committed to participating in the community and volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and aspirations. By taking the time to get to know you and your investment style, Patrick Conroy can prioritize your goals and create an individualized plan to reflect your needs. With a focus on proactive communication and personalized service, he aims to exceed your expectations and help you achieve financial success. Whether you're planning for retirement, buying a home, or funding education, Conroy's personalized approach can help you navigate the complexities of the financial market and guide you towards your goals. As a Merrill Lynch Wealth Management Advisor, he offers personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals. With a commitment to staying on track and adapting to changes in your life, Conroy can help you achieve your financial aspirations. Contact Merrill Lynch Financial Advisor PATRICK CONROY to start building your personalized financial strategy today.
Merrill Lynch Financial Advisor Brian J Campbell
Merrill Lynch Financial Advisor Brian J Campbell, located at 300 Broadhollow Road in Melville, New York, offers a wide range of financial services to clients in the United States. With over 35 years of experience, Brian provides concierge service and guidance to a variety of clients including Endowments, Charitable organizations, Corporate Executives, Family Trusts and Individual Investors. Through a goals-based approach and access to specialists in various areas, Brian tailors investment strategies and risk management solutions to meet the unique needs of each client. Brian holds several FINRA registrations and designations, including Chartered Retirement Planning Counselor (CRPC) and Senior Portfolio Advisor. He is actively involved in various charitable organizations and brings a wealth of experience and expertise to his clients. With the support of the Bank of America Private Bank, Brian and his team provide specialized services in wealth structuring, estate planning, philanthropy, and investment management.
Coordinated Plan
The Coordinated Plan, located at 150 Broadhollow Road in Melville, New York, is a finance institution that offers a wide range of financial services. Founded as the Coordinated Planning Group, our team of professionals is dedicated to providing clients with creative planning techniques that focus on quality, service, and integrity. Our services include Estate Planning, Legacy Planning, Corporate Benefit Arrangements, Business Succession Planning, Asset Allocation Strategies, Wealth Accumulation and Preservation, Retirement and Deferred Compensation Plans, Life Insurance, and Salary Continuation Programs. Our associates are actively involved in industry-related associations to stay up-to-date on the latest trends and best practices.
Merrill Lynch Financial Advisor Roodmy Cesar
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.
Merrill Lynch Financial Advisor Tyler E Alvarez
Merrill Lynch Financial Advisor Tyler E Alvarez is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. The institution takes a personalized approach to understanding your life priorities and creating a customized financial plan tailored to you, your family, and your goals. The Miranda Wealth Management Group, where Tyler E Alvarez works, utilizes a holistic investing approach focused on integrity, attention, and hard work. They collaborate with tax advisors and attorneys to ensure the best interest of the client is always a priority. With a commitment to excellence, they offer tailored strategies for high net worth individuals, families, and businesses to help meet both short-term and long-term financial goals. Their services include investment management, retirement analysis, insurance, trust and estate planning, and lending, supported by the resources of Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A. The institution believes in developing strategies that help clients build wealth while reducing risk and volatility, with a focus on helping clients pursue their goals. They offer personalized financial approaches designed to address individual needs, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. The team at Merrill Lynch Financial Advisor Tyler E Alvarez is dedicated to building strong client relationships based on trust and personalized service, with a commitment to helping clients achieve what matters most to them.
Merrill Lynch Financial Advisor Raymond A Miranda
Merrill Lynch Financial Advisor Raymond A Miranda, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution that prioritizes understanding your life goals and aspirations. The Miranda Wealth Management Group takes a holistic approach to investing, focusing on integrity, attention, and hard work. They collaborate with clients to create personalized financial plans tailored to each individual's needs, working closely with tax advisors and attorneys to ensure the best outcomes. The institution offers a range of services, including investment management, retirement analysis, insurance, trust and estate planning, and lending, supported by the resources of Merrill Lynch Wealth Management and Bank of America. The team is dedicated to helping high net worth individuals and their families achieve both short-term and long-term financial goals while reducing risk and volatility. With a focus on building wealth and preserving assets, the institution believes in creating a financial approach that aligns with each client's unique priorities. By combining expertise with leading research, they strive to help clients reach their financial objectives. The institution has received recognition for exemplary client service from Forbes, showcasing their commitment to providing personalized and trustworthy financial advice. Clients can expect a personalized approach that reflects their goals and values, with regular check-ins to ensure their financial plan remains aligned with their changing needs. Merrill Lynch Financial Advisor Raymond A Miranda is dedicated to helping clients achieve their financial goals through a personalized and comprehensive approach.
Merrill Lynch Financial Advisor Michael Cascio
Merrill Lynch Financial Advisor Michael Cascio is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Michael is dedicated to building strong relationships with his clients, providing customized financial advice and guidance for all their investment, banking, and lending needs. With 20 years of experience in the Financial Services industry, Michael focuses on creating personalized strategies based on a deep understanding of his clients' goals. In his spare time, Michael enjoys traveling, coaching youth sports, and being involved in the local community. As a Merrill advisor, Michael believes in helping clients pursue their goals by developing personalized investment strategies tailored to their risk tolerance, time horizon, and liquidity needs. He works closely with clients to address their financial complexities and build a customized investment approach to achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael is committed to helping clients manage, grow, and preserve their wealth for the future. By staying informed about changes in clients' lives and revisiting their financial approach, Michael aims to help them stay on track to achieve what matters most to them. To learn more about the services provided by Merrill Lynch Financial Advisor Michael Cascio, please visit the institution's website or contact Michael directly.
Merrill Lynch Financial Advisor Matthew A Roache
Merrill Lynch Financial Advisor Matthew A Roache, located at 1305 Walt Whitman Road in Melville, New York, offers personalized financial planning services tailored to your life priorities. The Miranda Wealth Management Group takes a holistic approach to investing, focusing on integrity, attention, and hard work to ensure that each client's financial situation and desires are fully understood. By collaborating with tax advisors and attorneys, the team ensures that all aspects of your financial strategy work together seamlessly. Specializing in high net worth individuals, families, and businesses, Merrill Lynch Financial Advisor Matthew A Roache provides customized recommendations for investment management, retirement planning, insurance, trust and estate planning services, and lending. With access to resources from Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A., the team can help you achieve a balance between building wealth and reducing risk.
Merrill Lynch Financial Advisor Len Baldassare
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.
Bank of America Private Client Advisor Frances Beiro
Bank of America Private Client Advisor Frances Beiro is located at 300 Broadhollow Road in Melville, New York, United States. Frances Beiro is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank. She focuses on developing long-lasting relationships with clients to help them manage their wealth effectively and with care. Frances is committed to acting as a fiduciary, always looking out for the best interests of her clients. She specializes in helping families build lasting legacies and offers a range of services including investments, wealth strategy, trust and estate planning, and banking. Frances also works with nonprofit organizations to help them achieve financial stability and long-term growth. She is dedicated to giving back to the community and is involved in various organizations such as Circulo de la Hispanidad and the Women's Exchange. With a background in finance and a strong network of relationships, Frances is able to provide clients with the resources they need to reach their financial goals.
Merrill Lynch Financial Advisor Todd C Russell
Merrill Lynch Financial Advisor Todd C Russell, located at 300 Broadhollow Road, Melville, New York, offers personalized financial planning services to help clients achieve their retirement goals and ensure their assets last a lifetime. With over 25 years of experience in the financial services industry, Todd Russell focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. As a Vice President and Senior Financial Advisor, Todd works with individuals and families to understand their financial situation, risk tolerance, and long-term objectives, recommending personalized financial strategies aligned with their aspirations. Supported by the global resources of Merrill Lynch, Todd's team is dedicated to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, clients can develop a customized plan centered on their goals and focused on achieving their desired financial outcomes. Todd believes in a client-centered approach, focusing on solutions that can turn goals into reality and help manage investment risk. By understanding clients' aspirations and financial needs, Todd helps design and implement personalized plans to help clients pursue their financial goals while considering future wealth management and legacy planning. With access to the investment insights of Merrill and banking solutions from Bank of America, Todd works with clients to develop an approach tailored to their financial needs. By utilizing the Investment Personality Assessment, Todd can gain a deeper understanding of clients' investing preferences and customize financial strategies to align with their priorities. As clients' lives and goals evolve, Todd ensures their financial approach reflects these changes, helping them stay on track to achieve what matters most to them. By getting to know clients personally and understanding their unique needs, Todd can create a financial approach that reflects their personality and helps them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Todd helps clients navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship with clients, Todd helps guide them along their financial journey, addressing each question and decision with personalized care and expertise. Todd Russell is registered to do business in multiple states, offering investment insights, tips, and strategies to help clients live their best financial life. Please consult legal and tax advisors before making any financial decisions, as investing involves risk and past performance does not guarantee future results. Contact Merrill Lynch Financial Advisor Todd C Russell to start building a customized financial plan tailored to your unique goals and priorities.
Merrill Lynch Financial Advisor Gary M Kogel
Merrill Lynch Financial Advisor Gary M Kogel, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to helping clients achieve their financial goals. The institution believes in starting every relationship with a conversation to understand the client's priorities. By listening to the client's needs and goals, the institution can customize a financial approach to help them pursue what matters most. Utilizing research in behavioral finance, Merrill Lynch offers an Investment Personality Assessment to help understand the client's investing preferences. This assessment allows the institution to develop a personalized financial approach tailored to the client's goals. With access to investment insights and banking solutions, Merrill Lynch works with clients to address their financial needs and help them manage, grow, and preserve their wealth.
Natalie Mcginley, Financial Professional - New York Life
Natalie Mcginley, Financial Professional - New York Life, located at 1660 Walt Whitman Road, Melville, New York, United States, offers a wide range of financial services and products to meet the needs of clients. Specializing in creating custom insurance and financial solutions, Natalie works closely with clients to develop comprehensive approaches that address current needs, future goals, and wealth transfer to the next generation. With expertise in life insurance, long-term care, disability insurance, annuities, and investments, Natalie helps clients protect their families, assets, and businesses from unexpected events while pursuing greater returns for a secure retirement. As a financial advisor with Eagle Strategies, Natalie is committed to building long-term relationships with clients and providing personalized guidance and support through life's biggest moments. From life insurance to financial strategy, Natalie helps clients turn their love for their families into policies that offer protection and peace of mind. Whether planning for retirement, education expenses, or estate transfer, Natalie can help clients navigate the complex world of finance and create customized plans that meet their needs and goals. Contact Natalie Mcginley, Financial Professional - New York Life, to start planning for a secure financial future.
Bank of America Private Client Advisor Jing J Chen
Bank of America Private Client Advisor Jing J Chen is a Managing Director and Private Client Advisor located at 300 Broadhollow Road, Melville, New York, United States. Jing works closely with entrepreneurs, business owners, and executives, offering personalized financial advice in Mandarin and Cantonese. He leads a team of specialists in investment management, trust and estate planning, banking and lending, family office services, and business and succession planning. With a focus on clarity and responsiveness, Jing helps clients make informed decisions about their financial lives and legacies. He is committed to each client's long-term best interests and provides guidance on dynamic market conditions and evolving family priorities. Jing is a Certified Financial Planner™ and holds the Chartered Retirement Planning Counselor™ designation. Outside of work, Jing is involved in the Chinese American community in Queens. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's needs and goals to create strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. The institution values innovation and provides disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information, visit the Bank of America website."
Bank of America Private Client Advisor Vincent A Keaveny
Bank of America Private Client Advisor Vincent A Keaveny, located at 300 Broadhollow Road in Melville, New York, offers wealth management guidance for clients with complex financial needs. With nearly two decades of experience, Vincent specializes in serving high-net-worth individuals, families, non-profit organizations, entrepreneurs, and more. He leads a team of specialists to deliver personalized wealth management strategies based on individual objectives. Vincent's background includes roles at JP Morgan Chase and Citigroup Investment Services before joining Bank of America Private Bank in 2004. He holds a B.A. in economics from Fordham University and an M.B.A. in finance from Hofstra University. Active in his community, Vincent enjoys competing in local running races and triathlons. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They listen carefully to clients' needs and goals to create tailored strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and leveraging the resources of Bank of America. Their commitment is to make clients' financial objectives a top priority, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. Through a focus on innovation and disciplined financial strategies, Bank of America Private Bank aims to help clients navigate evolving markets and the complexities of the financial landscape. Please note that Bank of America Private Bank's website may direct you to FINRA’S BrokerCheck and that they do not provide legal, tax, or accounting advice. It's recommended to consult legal and tax advisors before making financial decisions.
Sentinel Benefits & Financial Group
Sentinel Benefits & Financial Group, located in Melville, New York, is a leading finance institution dedicated to helping individuals plan for their financial future. With a focus on providing peace of mind, they work with clients to assess their current financial situation, determine their goals, and create a plan to achieve them. By understanding where income is being allocated and what lifestyle can be afforded, Sentinel Benefits & Financial Group helps clients enhance their wealth management strategies. With a commitment to personalized service and expert guidance, they strive to empower individuals to take control of their financial well-being.
SHG Planning
SHG Planning is a finance and insurance agency located at 400 Broadhollow Road in Melville, New York, United States. Our team is compassionate and dedicated to helping you protect your assets and legacy for your family. We understand the challenges that come with building a successful business, and we are here to help ensure that your hard work is preserved for generations to come. At SHG Planning, our ultimate goal is to design and implement effective estate plans that include significant tax reduction strategies while also taking care of your family's well-being. Our founder, Steve Goodman, is known as a trusted advisor who takes the time to truly understand each client's needs and family dynamics before making professional recommendations.
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