The 30 Best Customized investment portfolios in New York

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

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

Edward Jones - Financial Advisor: John T Malinak, AAMS™ is a leading finance institution located at 2193 Jericho Turnpike in Commack, New York, United States. With a focus on providing personalized financial planning and investment services, John T Malinak, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, John T Malinak, AAMS™ offers expert advice and guidance to help you make informed decisions. Trust in Edward Jones - Financial Advisor: John T Malinak, AAMS™ for all your financial needs.

Merrill Lynch Financial Advisor Lori A Bjorndahl is a finance institution located at 50 New York 111, Smithtown, New York, United States. At Merrill Lynch, every relationship begins with a conversation to help identify and prioritize your goals. Whether you are looking to transfer wealth to the next generation, customize your financial approach, or seek advice on staying informed, the team at Merrill Lynch listens to learn more about you and your family. Drawing upon research in behavioral finance, Merrill developed the Investment Personality Assessment to better understand your investing preferences and help customize your financial approach. The team at Merrill Lynch believes in helping you make investment decisions that align with your goals, whether it's planning for retirement, saving for a home, or funding a child's education. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with you to develop a personalized plan to address your financial needs. The mission of Merrill Lynch is to understand you and what matters most to you, in order to design and implement a personalized plan to help you pursue your financial goals while managing investment risk. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Contact Merrill Lynch Financial Advisor Lori A Bjorndahl to start working towards your financial goals today.

Sovereign Global Advisors is a leading financial institution located in Kings Park, New York, United States. With a team of experienced advisors, we provide comprehensive financial solutions to help our clients achieve their investment goals. Our services include wealth management, retirement planning, and investment strategies tailored to each client's unique needs. Trust Sovereign Global Advisors to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Michael A. Marziotto, located at 50 New York 111, Smithtown, New York, United States, is a finance institution dedicated to helping you manage your wealth and achieve your financial goals. With a deep understanding of your financial picture, Michael can create a flexible strategy tailored to your needs, providing access to investment insights from Merrill and banking solutions from Bank of America. Michael Marziotto follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals. Supported by the global resources of Merrill, Michael's team is committed to building strong client relationships based on trust and personalized service.

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

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

Merrill Lynch Financial Advisor Andrew George Bianco, located at 114 West 47th Street in New York, is a finance institution dedicated to building strong relationships with clients based on trust and personalized service. Their team of experienced financial advisors works with individuals to understand their goals, priorities, and aspirations, developing customized plans to help them pursue financial success. With access to the global resources of Merrill and banking solutions from Bank of America, they offer a comprehensive approach to managing, growing, and preserving wealth for the long term. Through ongoing conversations and updates, they help clients adapt their financial approach to reflect changes in their lives and the markets. Their goal is to provide personalized investment strategies and comprehensive financial solutions to help clients achieve their goals and live their best financial life.

Merrill Lynch Financial Advisor Beth Topf, located at 114 West 47th Street in New York, offers comprehensive wealth management services through The Andrews Group. With a focus on the individual investor, the team at Merrill Lynch works to understand your unique goals and priorities to create a customized financial strategy. They provide advice on asset allocation, investment portfolios, and financial planning to help you pursue your goals and adapt over time. With over a century of combined investment experience, the team at Merrill Lynch is dedicated to delivering uncompromised service and financial acumen to help you achieve your financial goals. Whether you are looking to grow your wealth, preserve your legacy, or align your investments with your values, Merrill Lynch Financial Advisor Beth Topf and The Andrews Group can provide valuable insights and personalized guidance to help you build a strong financial future.

Merrill Lynch Financial Advisor Anthony W Luppino, located at 75 Rockefeller Plaza in New York, United States, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor focuses on your family, goals, and priorities, adapting as they evolve over time. By starting with a conversation, the advisor helps you identify and prioritize your most important goals. Whether you're planning for retirement, saving for a home, or funding education, the team at Merrill believes in customizing your financial approach to help you pursue your passions. Through the Investment Personality Assessment, the team gains a deeper understanding of your investing preferences to create a personalized plan. The goal is to help you manage, grow, and preserve your wealth, while also considering the impact for years to come. With access to investment insights and banking solutions, the team works with you to develop an approach tailored to your financial needs. The Merrill Personal Wealth Analysis™ helps build and document a personalized plan centered on your goals. Regular check-ins and adjustments ensure that your financial approach reflects changes in your life and the markets. The team is committed to helping you achieve your goals by providing personalized investment strategies and comprehensive financial solutions. Whether you are planning for retirement or navigating market fluctuations, Merrill Lynch Financial Advisor Anthony W Luppino is here to help you live your best financial life.

Merrill Lynch Financial Advisor Eugene Avila, located at 114 West 47th Street in New York, New York, United States, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch is composed of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. By starting with a conversation to identify and prioritize your goals, the team at Merrill Lynch helps you make investment-related decisions that align with your personal values and aspirations. Through the Investment Personality Assessment, Merrill gets to know you better as an investor, allowing for a customized financial approach tailored to your unique goals. With a commitment to integrity and transparency, the team at Merrill Lynch works together to help clients realize their full potential, offering services such as portfolio management, estate planning, and retirement plan strategies. By providing personalized plans centered on your goals and adapting to changes in your life and the financial markets, Merrill Lynch aims to help you achieve what's most important to you. Contact Merrill Lynch Financial Advisor Eugene Avila to start building a customized investment approach that addresses your needs and pursues your goals.

Merrill Lynch Financial Advisor Robert Rijo is a finance institution located at 114 West 47th Street, New York, New York, United States. They offer personalized financial strategies to help clients pursue their long-term goals. The Silverstein Group, supported by experienced specialists, focuses on addressing the investing and wealth management needs of institutions, high net worth individuals, and families. As Bank of America Retirement Benefits Consultants, they provide thoughtful investment advice and personalized service tailored to each client's specific goals. The team at The Silverstein Group is dedicated to building strong client relationships based on trust and personalized service. Please note that by working with Merrill Lynch, you are leaving Bank of America.

Merrill Lynch Financial Advisor George D Bianco is a finance institution located at 114 West 47th Street, New York, New York, United States. Our team of talented and experienced financial advisors is dedicated to building strong relationships with our clients based on trust and personalized service. Supported by the global resources of Merrill, we work with you to understand your family, goals, and priorities, helping you design and implement a personalized plan to pursue your financial goals while managing investment risk. We believe in a client-centered approach, focusing on solutions that can turn your goals into reality. By utilizing the Investment Personality Assessment and other tools, we customize your financial approach to help you achieve what matters most to you. Our mission is to help you reach your goals through personalized investment strategies and comprehensive financial solutions. Contact us today to start your journey towards financial success.

Lars L Kofod, a financial advisor at Ameriprise Financial Services, LLC located in Hauppauge, New York, offers personalized financial advice and investment recommendations to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Lars helps clients navigate the complexities of financial planning. Clients can expect transparency and professionalism, as Lars is registered to conduct securities business in specific states and abides by FINRA's regulations. The initial consultation provides an overview of financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results, but strives to empower clients with the knowledge and tools needed to make informed decisions.

Michael Giordano is a dedicated TD Wealth Relationship Manager located at 8206 5th Avenue in New York, United States. As a finance professional, Michael specializes in providing personalized wealth management solutions to individuals and families. With a strong focus on building long-term relationships and understanding each client's unique financial goals, Michael works diligently to create customized strategies that help clients achieve their financial objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Michael Giordano is committed to providing expert guidance and exceptional service to help you navigate the complexities of the financial world. Contact Michael Giordano today to schedule a consultation and take the first step towards securing your financial future.

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

Merrill Lynch Financial Advisor Rebecca Anne Lerner is a trusted finance institution located at 225 Liberty Street, New York, New York, United States. Our personalized approach focuses on understanding your life priorities to create a customized financial strategy tailored to you, your family, and your goals. With multiple generations of experienced Financial Advisors, we offer individually tailored advice and guidance to help you achieve your financial aspirations. Our team is committed to building strong client relationships based on trust and personalized service. Recognized by financial industry publications, our advisors set the standard for exemplary client service. We believe in the power of personalized investment strategies and comprehensive financial solutions to help you pursue your goals and navigate the complexities of wealth management.

Merrill Lynch Financial Advisor Michael J Bianco, located at 114 West 47th Street in New York, offers personalized financial services to help clients achieve their goals. The team of experienced advisors is dedicated to building strong relationships based on trust and collaboration. With access to global resources, they work with clients to understand their priorities and develop customized plans to manage, grow, and preserve their wealth. By focusing on individual goals and priorities, the advisors help clients navigate changes in their lives and the financial markets. Through ongoing communication and personalized strategies, Merrill Lynch Wealth Management Advisors strive to help clients achieve financial success and reach their long-term objectives. Whether planning for retirement, saving for a home, or funding education, the team is committed to providing expert guidance and support every step of the way. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Michael J Bianco is dedicated to helping clients live their best financial lives.

Merrill Lynch Financial Advisor Brianna N. Roche is a finance institution located at 114 West 47th Street in New York, New York, United States. Brianna serves on the advisory side of the Private Executive Services (PES) team, providing personalized wealth management advice to affluent families, corporate executives, and business owners. She is a Senior Portfolio Advisor with expertise in managing custom investment strategies and holds Series 7 and Series 66 FINRA Registrations, as well as Life and Health Insurance licenses. Brianna is also a Certified Divorce Financial Analyst® and advocates for Women & Financial Wellness. With a focus on understanding client goals and priorities, Brianna works to create personalized financial strategies that align with their investment personalities. The institution offers Merrill Personal Wealth Analysis™ to build customized plans centered on client goals and supported by the global resources of Merrill. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service, helping clients navigate the financial landscape to achieve their goals. Brianna Roche is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial lives.

Merrill Lynch Financial Advisor Edward H Abitanta is a finance institution located at 225 Liberty Street, New York, New York, United States. As part of the New York International Group, they believe in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates have access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. Their mission is to understand each client individually, asking thoughtful questions and listening carefully to help design and implement personalized financial plans. They focus on potential solutions to help clients achieve their financial goals while managing investment risk. The institution's approach begins with a conversation to identify and prioritize the goals that matter most to each client. By utilizing the Investment Personality Assessment, they gain a deeper understanding of how clients think and feel about investing, customizing financial approaches to align with individual goals and priorities. They provide tools to help clients track changes in their lives and ensure that their financial approach reflects those changes.

Merrill Lynch Financial Advisor Jason E Salgado is a renowned finance institution located at 225 Liberty Street, New York, New York, United States. Our team is dedicated to building long-term relationships based on trust and care, helping families navigate the complexities of significant wealth across multiple generations. We provide a unique client experience marked by customization, continuity, and committed service. Our mission is to truly understand your priorities, design tailored wealth management strategies, and help you pursue your financial goals while managing investment risk. Headquartered in New York City, our nationally recognized Merrill Lynch Wealth Management team advises and oversees approximately $4.4 billion for successful families throughout the United States. We have a track record of helping clients capitalize on their wealth and navigate complex financial landscapes. Our team members have earned prestigious national accolades, including recognition on the Barron’s “Top 100 Private Wealth Management Teams” list and the Forbes “America’s Top Wealth Advisors” list.

Merrill Lynch Financial Advisor Elinor Z. Wessels, located at 114 West 47th Street, New York, New York, United States, offers personalized investment insights from Merrill and access to banking solutions from Bank of America. With a focus on understanding your goals and priorities, Elinor Wessels provides tailored investment strategies to help you achieve your financial objectives. By leveraging the global network of specialists, she can provide comprehensive support to help you navigate today's changing markets. Through the Merrill Personal Wealth Analysis™, a personalized financial plan centered around your goals is created to secure your legacy and preferred lifestyle. As your dedicated financial advisor, Elinor Wessels is committed to providing thoughtful advice and guidance to help you stay informed and on track towards your financial future. With a focus on collaboration and communication, she works with you to develop a customized financial strategy that evolves with your changing needs and goals. Whether it's transferring wealth, pursuing passions, or securing a legacy, Elinor Wessels is dedicated to helping you achieve what matters most to you. With a proactive approach to communication and personalized service, she aims to exceed your expectations and provide ongoing financial education. Get the latest investment insights and strategies to help you live your best financial life with Merrill Lynch Financial Advisor Elinor Z. Wessels.

Merrill Lynch Financial Advisor Rodrigo K. Alvarez, located at 225 Liberty Street in New York, offers personalized wealth management services to affluent clients in the U.S. and abroad. With over 30 years of experience, Rodrigo specializes in global wealth management, understanding the unique needs of clients in different countries. He focuses on creating customized investment portfolios using Merrill financial models and strategic research, as well as leveraging the expertise of Bank of America specialists. Rodrigo believes in diversification across asset classes and may recommend alternative investments to enhance performance. He is dedicated to helping clients achieve their financial goals and manage their wealth for future generations. By listening to each client's needs and priorities, Rodrigo develops comprehensive wealth management strategies grounded in understanding their objectives. With a background in economics and finance, Rodrigo is committed to delivering excellent service and building long-lasting relationships with his clients. Contact Merrill Lynch Financial Advisor Rodrigo K. Alvarez for personalized financial planning tailored to your goals and priorities.

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

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

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

Steve Beninati - RBC Wealth Management Financial Advisor is a highly reputable finance institution located at 1211 6th Avenue in New York, New York, United States. As a trusted financial advisor, Steve Beninati provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and portfolio diversification, Steve Beninati offers tailored solutions to meet the unique needs of each individual or organization. With a commitment to excellence and a dedication to client satisfaction, Steve Beninati - RBC Wealth Management Financial Advisor is a top choice for those seeking professional financial advice and services.

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

Raymond James Financial Services is a reputable finance institution located at 160 Broadway in New York, New York, United States. With a strong reputation for providing personalized financial advice and investment solutions, Raymond James is dedicated to helping clients achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment strategies, the experienced professionals at Raymond James Financial Services are committed to providing top-notch service and expertise to help you navigate the complex world of finance.