TOP 30 Customized financial planning in Garden City, New York

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Merrill Lynch Financial Advisor Christopher M Walters is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. Christopher M Walters has been recognized in Forbes' "America’s Top Wealth Management Teams High Net Worth" in 2022, 2023, and 2024, as well as in Forbes' "Top Next-Generation Wealth Advisors Best-in-State" in 2023. Supported by the global resources of Merrill, Christopher M Walters' team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Christopher M Walters helps individuals, families, and family offices advance a more thoughtful, cohesive, and purposeful approach to their wealth. With over 15 years of industry experience, Christopher is skilled in helping clients align their objectives with their unique risk tolerance, tax circumstances, and timeframes. He offers a creative and analytical approach grounded in a steadfast commitment to client well-being.

Merrill Lynch Financial Advisor I David Pelton is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. As your Merrill advisors, they offer advice, guidance, and long-term planning for investment strategies tailored to your life goals, risk tolerance, time horizon, and liquidity needs. The institution believes in starting every relationship with a conversation to understand and prioritize your goals. They offer personalized financial planning processes, utilizing research in behavioral finance to customize approaches that align with your investing preferences. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer services such as Merrill Personal Wealth Analysis™ to help clients document and achieve their financial goals. With a focus on understanding your priorities and financial situation, Merrill Lynch Financial Advisor I David Pelton is dedicated to helping individuals and families pursue their financial aspirations.

Merrill Lynch Financial Advisor Thomas E Sullivan is a distinguished finance institution located at 1325 Franklin Avenue in Garden City, New York, United States. The institution is known for its exemplary client service and has been recognized by Forbes for its top wealth management teams in high net worth categories. Thomas E Sullivan, a CERTIFIED FINANCIAL PLANNER™ certificant with over 15 years of industry experience, leads a team of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The team offers a range of services including portfolio design, stock strategies, estate planning, and lending solutions through Bank of America. As a Portfolio Manager, Thomas can help clients manage their investments on a discretionary basis. The institution's wealth management philosophy focuses on putting the investor at the center of their focus, tailoring financial strategies to individual goals and priorities. Clients benefit from personalized plans, access to investment insights from Merrill, and trust and fiduciary services from Bank of America Private Bank. The institution's approach to investing is grounded in understanding the client's unique needs and goals, ensuring that their financial approach evolves with their changing life circumstances. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients receive personalized plans and insights to help them achieve their financial goals. The institution also provides access to a Wealth Management Lending Officer from Bank of America, N.A. to assist with home lending needs. With a commitment to helping clients reach their goals and stay on track, Merrill Lynch Financial Advisor Thomas E Sullivan offers premier customer service, financial tools, and customized solutions to meet each client's individual needs.

Philip Andriola is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue, Garden City, 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 Planner™, 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®, Philip Andriola is equipped to provide comprehensive financial planning services for individuals and businesses. Whether you need assistance with retirement planning, estate planning, investment management, or insurance products, Philip Andriola has the expertise and experience to help you achieve your financial goals. Contact him today to schedule a consultation and take the first step towards securing your financial future.

Merrill Lynch Financial Advisor Ronald J. Marciano is a seasoned professional with over 30 years of experience in the financial services industry. Located at 1325 Franklin Avenue in Garden City, New York, United States, Ron specializes in serving high net worth individuals, retirees, and small business owners. As a Chartered Retirement Counselor™ professional and Sports & Entertainment-Accredited Wealth Management Advisor™ designee, he focuses on money management, equities, mutual funds, insurance, and fixed income. Ron's investment philosophy emphasizes capital preservation and long-term growth, tailored to each client's individual needs and goals. Ron's commitment to his clients is evident in his solid work ethic, conservative investment approach, and dedication to client service. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. Ron is actively involved in the community, volunteering with organizations such as the Garden City Scholarship Fund, Scouts, and youth sports teams.

Merrill Lynch Financial Advisor Thomas C Nastasi, located at 1325 Franklin Avenue, Garden City, New York, United States, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by financial industry publications and Bank of America Corporation, our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, our financial advisors focus on what matters most to you - your family, goals, and priorities. Through in-depth conversations, we help you identify and prioritize your financial goals, whether it's planning for retirement, buying a home, or funding a child's education. Our Investment Personality Assessment allows us to customize a financial approach tailored to your unique preferences and goals.

Merrill Lynch Financial Advisor Matthew J. Biblo, 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 timely insights on market trends and the global economy, clients can stay on track towards their financial goals. By answering a few questions, clients can be matched with advisors best suited to their needs. The May Malfettone Gold Biblo Group is dedicated to helping clients navigate financial decisions and identify opportunities. With a focus on transparency, realistic goal-setting, and a team approach, the advisors work to create personalized wealth management strategies tailored to each client's unique circumstances. By understanding clients' aspirations, the advisors can develop flexible strategies to navigate changing market conditions and help clients manage, grow, and preserve their wealth. Through the Investment Personality Assessment, Merrill advisors gain a deeper understanding of clients' investing preferences to customize financial approaches that align with clients' goals. With access to the investing insights of Merrill and banking solutions from Bank of America, clients can make informed decisions as they pursue their financial objectives. The advisors at Merrill believe that financial success is achieved through thoughtful decision-making and adjustments that align with clients' goals. As clients' lives and goals evolve, the advisors provide tools to help track these changes and adjust financial approaches accordingly. With a focus on bringing fresh perspectives to clients' financial lives, the advisors at Merrill go beyond traditional roles to provide comprehensive financial guidance and support.

Steven J Miller - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 401 Franklin Avenue, Garden City, New York, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, 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®. These certifications demonstrate expertise in various areas of financial planning, asset management, estate planning, and retirement planning. The institution is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.

Merrill Lynch Financial Advisor Trevor VonKaenel is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Trevor VonKaenel offers a comprehensive approach to managing clients' financial assets by understanding their specific financial position, life stage, income level, risk tolerance, and family situation. He helps create a customized wealth management approach that can adapt to changing needs and market conditions. With access to the investment insights of Merrill and the banking convenience of Bank of America, clients can address various aspects of their financial life. Trevor VonKaenel focuses on providing excellent service to help clients define and achieve their financial goals. Additionally, he is actively involved in social activities in the communities he serves. Through Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals. Trevor VonKaenel's mission is to understand clients' needs and help them pursue their personal financial goals while managing investment risk. By offering proactive communication, personalized service, and staying informed about new investment opportunities, he aims to exceed client expectations. Whether clients have modest financial assets or significant wealth, Trevor VonKaenel's wealth management approach addresses various financial issues. By working closely with other professionals and continually revisiting clients' financial approach, he helps them stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, clients can benefit from a dedicated relationship with Merrill Lynch Wealth Management Advisors. Investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. Clients can learn more about these services and their differences by speaking with a Merrill financial advisor.

Merrill Lynch Financial Advisor Matthew Gold, 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. The institution provides timely insights on market trends and the global economy to help clients stay on track with their financial goals. By understanding each client's unique financial situation, the team at Merrill Lynch can create personalized wealth management strategies tailored to individual needs. The May Malfettone Gold Biblo Group, led by Matthew Gold, is dedicated to helping clients navigate financial challenges and identify opportunities for growth. With a focus on transparency and realistic goal-setting, the group works collaboratively to provide clients with the knowledge and insight needed to make informed decisions. By utilizing tools such as the Investment Personality Assessment, Merrill Lynch aims to customize financial approaches that align with each client's goals and priorities. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, Merrill Lynch advisors are committed to helping clients achieve their financial aspirations. Through a combination of investment insights and banking solutions, Merrill Lynch strives to empower clients to make informed decisions that align with their long-term objectives.

Merrill Lynch Financial Advisor Walter C Szturma is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Walter has been with Merrill since 1978, bringing with him a wealth of experience from his time at the New York Stock Exchange. His disciplined and creative approach to financial advising has helped him build successful relationships with families and businesses. With a background in music and entrepreneurship, Walter offers personalized recommendations that prioritize the needs and goals of his clients. He leverages the resources at Merrill Lynch Wealth Management to provide a wide range of investment options and services tailored to each client's lifestyle and objectives. As a dedicated Rotarian and community leader, Walter has a strong commitment to giving back and has served on numerous non-profit boards. He has also mentored students and lectured at various educational institutions. Walter's academic achievements have been recognized by international honor societies, and he continues to stay active in the economic community as a participating voting member of the American Economic Association.

Merrill Lynch Financial Advisor Kaitlyn Rodesk, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. As part of Merrill advisors, the institution prioritizes understanding your goals and aspirations to provide advice and guidance that aligns with your priorities. The team, known as The Miller – Wachtler Group, has over 60 years of combined experience in the financial services industry, specializing in working with High Net Worth individuals, affluent families, and small to mid-sized businesses. With access to the resources of Merrill and Bank of America, they develop customized financial solutions based on your unique needs and goals. The institution has received recognition from Forbes for their exceptional client service, setting the standard for exemplary wealth management. The team is committed to building strong client relationships based on trust and personalized service, offering the Merrill Personal Wealth Analysis™ to create a personalized plan focused on your goals. They understand that life and financial markets change over time, and regularly review and adjust your financial approach to help you achieve what matters most to you.

Barbara Barletta is a Registered Practice Associate at Ameriprise Financial Services, LLC located at 1001 Franklin Avenue in Garden City, New York. Specializing in finance, Barbara offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies, and track goals securely online. By scheduling a complimentary initial consultation, clients can explore how Barbara can help with retirement planning, education savings, major purchases, and more. Barbara is registered in certain states and adheres to FINRA's regulations. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, providing a secure and trustworthy platform for financial planning.

Welcome to Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. Our firm is dedicated to providing expert financial guidance tailored to your unique needs. With a robust suite of qualifications, Bob Sutton is equipped to help you navigate the complexities of financial planning, investment strategies, and wealth management. Our advisor holds prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, each reflecting a deep commitment to ethical standards and comprehensive financial expertise. These designations cover a wide range of financial disciplines, from asset allocation and estate planning to retirement strategies and investment opportunities for retirees and small business owners.

Welcome to "Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC," where we are dedicated to guiding you through the complexities of financial planning. Situated at 50 Station Road, Water Mill, New York, our firm is committed to providing personalized financial advice tailored to your unique needs and goals. Michael Laliberte, a seasoned financial advisor, brings a wealth of expertise and a wide array of professional designations that underscore his commitment to excellence and ethical practice in the field of finance. With certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), Michael is equipped to address a diverse range of financial scenarios, from asset management and estate planning to retirement strategies and wealth transfers.

Welcome to Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. As a trusted partner in finance, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team is equipped with an array of prestigious certifications that demonstrate our commitment to excellence and ethical practices in financial advising. Our expertise spans a broad spectrum, including asset management, estate planning, retirement strategies, and investment opportunities tailored for retirees and small business owners. We are proud to hold advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others.

25th Hour Accounting Solutions is a reliable and professional accounting firm located in the heart of Albany, New York. Our team of experienced accountants and financial experts are dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to help. Visit us at 9 Garden Street to see how we can help you make the most of your finances.

Jim Rollo - State Farm Insurance Agent is a trusted insurance agency located on Front Street in Binghamton, New York, United States. They specialize in providing State Farm Insurance and Financial Services in New York and Pennsylvania. Their team of licensed professionals offers a wide range of insurance products, including auto insurance, homeowner insurance, renters insurance, flood insurance, life insurance, boat insurance, business insurance, workers compensation insurance, and retirement planning. The institution emphasizes the importance of safe driving in rural areas, as well as home safety tips and urban gardening advice. They strive to simplify the insurance process for their customers and are dedicated to providing a remarkable experience for each individual.

Wayne Klatt: Allstate Insurance is a trusted insurance agency located at 666 Old Country Road in Garden City, New York. With a focus on providing personalized service and comprehensive coverage options, Wayne Klatt and his team are dedicated to helping customers protect what matters most to them. Whether you're in need of auto, home, life, or business insurance, Wayne Klatt: Allstate Insurance is committed to finding the right solutions for your individual needs. Visit their office today to learn more about their offerings and how they can help you secure peace of mind for the future.

Liam Masterson - State Farm Insurance Agent is a proud third-generation State Farm Agent located at 725 Franklin Avenue in Garden City, New York. With over a decade of experience, Liam and his team offer a variety of insurance services including auto, home, life, and health insurance. They are dedicated to providing personalized service and proper coverage to their customers. Liam Masterson's office is conveniently located at the corner of 7th St and Franklin Ave, diagonally across from Leo's Tavern. They serve Nassau County, Long Island, and the five boroughs of New York City. Liam is a native New Yorker and a proud alum of The University of Miami Florida.

Tzvi Meltzer: Allstate Insurance is a reputable insurance agency located at 8148 Lefferts Boulevard in New York, United States. With a focus on providing personalized insurance solutions to meet the unique needs of each client, Tzvi Meltzer and his team are dedicated to helping individuals and businesses protect what matters most. Whether you are looking for auto, home, life, or business insurance, you can trust Tzvi Meltzer: Allstate Insurance to provide expert guidance and exceptional customer service. Contact them today to learn more about their comprehensive insurance offerings.

Farmers Insurance - Lucia Sharplis-Esprit is an insurance agency located at 21701 Merrick Boulevard in New York, United States. As a local Farmers® agent in the heart of Springfield Gardens in Jamaica, NY, Lucia Sharplis-Esprit helps customers identify the insurance coverage that best fits their needs. With over 15 years of experience, Lucia has the knowledge and tools to help customers understand their coverage options, whether it's auto, home, renters, business insurance, and more. Customers can get personalized assistance and learn about insurance discounts to save money. Services offered include comprehensive coverage, collision coverage, deductibles, medical payments, and more. Farmers Insurance provides products for over 80 years, offering insurance for homes, cars, life, renters, businesses, and more. Customers can get competitive rates with multi-line insurance discounts. Lucia Sharplis-Esprit can help customers review their life insurance policy, protect their personal belongings with renters insurance, customize a business insurance package, and get coverage for condos, motorcycles, boats, ATVs, travel trailers, motor homes, and personal watercraft. Additionally, customers can inquire about personal umbrella insurance for added protection.

Ana Perez-Vukovic State Farm Agency is a trusted insurance agency located at 80 Front Street in Hempstead, New York. With over a decade of experience, we proudly serve the communities of Hempstead, Garden City, Valley Stream, Rockville Center, Franklin Square, Stewart Manor, Nassau and Suffolk Counties, as well as the Five Boroughs of New York City, Connecticut, New Jersey, and Pennsylvania. Our bilingual office prioritizes exceptional customer service, offering a wide range of insurance options including Auto, Homeowners, Life, Health, Personal Articles, and more. We also provide financial services and specialize in protecting businesses with insurance options like Workers Compensation and Business Liability Insurance. Our team is dedicated to finding the right coverage for your needs and budget, ensuring you are protected from the unexpected. Schedule an appointment today or visit us for personalized service and expert guidance. Your protection is our priority at Ana Perez-Vukovic State Farm Agency.

Guardian Life Insurance Co-America, located at 990 Stewart Avenue in Garden City, New York, is an insurance agency that offers a variety of insurance plans and policies to help individuals thrive today while preparing for tomorrow. The institution recently announced a record-breaking $1.398 billion dividend allocation for participating policyholders, showcasing their dedication to inspiring well-being. With a reputation for delivering on promises, Guardian has been recognized by organizations such as the Human Rights Campaign, DALBAR, and J.D. Power. Their commitment to customer service excellence is reflected in their J.D. Power 2022 Certified Customer Service Program recognition.

Farmers Insurance - John Bak is an insurance agency located at 22138 Horace Harding Expressway in New York, United States. As a local Farmers® agent in Oakland Gardens, NY, John Bak helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance products including auto, home, renters, business, life, condo, and recreational insurance. John Bak can help you understand your coverage options and provide personalized solutions to protect your assets and future earnings. Additionally, Farmers Insurance offers competitive rates with multi-line insurance discounts. Contact John Bak today for a comprehensive insurance review and to learn more about how you can reach your financial goals with a solid financial plan. Farmers Insurance is underwritten by various specific insurers including Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and others. Life insurance is issued by Farmers New World Life Insurance Company. Securities are offered through Farmers Financial Solutions, LLC. Contact John Bak at Farmers Insurance for all your insurance needs and start building a secure future today.

Homestead is a reputable insurance agency located at 5857 Hilltop Road in Cuba, New York, United States. With a dedicated team of professionals, Homestead offers a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, Homestead is committed to providing personalized solutions to protect what matters most to you. With a focus on excellent customer service and competitive rates, Homestead is the go-to insurance agency in the Cuba area.

Flynn Zito Capital Management, LLC is a finance institution located at 585 Stewart Avenue in Garden City, New York, United States. With a focus on providing expert financial management services, Flynn Zito Capital Management, LLC offers personalized investment strategies tailored to meet the unique needs and goals of each client. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the financial market and achieve their financial objectives. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Flynn Zito Capital Management, LLC is committed to delivering top-tier financial solutions and exceptional customer service.

Matthew Crafa is a prestigious finance institution located at 390 Old Country Road in Garden City, New York, United States. With a reputation for excellence in the financial industry, Matthew Crafa offers a wide range of services to meet the needs of individuals and businesses alike. From investment planning to wealth management, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your portfolio or secure your financial future, Matthew Crafa is committed to providing personalized solutions tailored to your specific needs. Visit their office in Garden City today to learn more about how they can help you achieve financial success.

Simon Quick Advisors, LLC, located in Garden City, New York, is a leading independent registered investment advisor (RIA) that specializes in providing customized financial planning and investment solutions. Our team of experienced advisors tailor wealth management strategies to meet the unique needs, preferences, and objectives of each client. With a focus on individualized attention and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment management, or estate planning services, our Garden City financial advisors are here to help you navigate the complexities of the financial world and make informed decisions. Trust Simon Quick Advisors to be your partner in building and preserving your wealth."

Buckingham Strategic Wealth, located at 600 Old Country Road in Garden City, New York, is a finance institution dedicated to providing a highly personalized experience for each client's unique needs and goals. The Long Island team at Buckingham is inspired to tailor their services to meet the individual requirements of their clients. By becoming a Buckingham client, individuals can expect a comprehensive and customized approach to financial planning. To learn more about the client experience at Buckingham, interested parties can download the "Experience Is Everything" brochure.