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TOP 30 Document management in New York, NY
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Merrill Lynch Financial Advisor Marshall I Dumont
Merrill Lynch Financial Advisor Marshall I Dumont is a reputable institution located at 75 Rockefeller Plaza in New York, United States. With 40 years of experience in the financial services industry, Marshall focuses on serving his growing clientele by providing personalized financial planning services. He holds a bachelor's degree in Hotel Management from Cornell University and an MBA in International Business from CUNY-Baruch College. Marshall follows the Merrill tradition of community involvement and volunteering. At Merrill Lynch Wealth Management, Marshall believes in building a personalized financial plan centered on your goals and priorities. By understanding your unique needs and aspirations, he can help you pursue your financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. The institution offers the Merrill Personal Wealth Analysis™ to help clients document their financial goals and track changes in their financial approach over time.
Merrill Lynch Financial Advisor Kevin B. Busch
Merrill Lynch Financial Advisor Kevin B. Busch, located at 114 West 47th Street in New York, New York, offers insights, observations, and ideas to help individuals pursue their financial goals. With Merrill Personal Wealth Analysis®, a personalized plan can be built and documented based on individual goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships and providing personalized service. Kevin Busch is registered to do business in several states and holds the Chartered Retirement Planning Counselor™ certification. The institution focuses on understanding each client personally and designing a financial approach that reflects their unique needs and priorities. By staying informed on the latest investment insights and strategies, clients can work towards achieving their financial goals. The institution emphasizes the importance of ongoing communication and adjustments to financial approaches as life and goals change. With access to the resources of Merrill and Bank of America, clients can receive comprehensive financial solutions tailored to their needs.
Merrill Lynch Financial Advisor John Drennan
Merrill Lynch Financial Advisor John Drennan, located at 200 Park Avenue, New York, New York, United States, is a trusted finance institution with over 15 years of experience. John focuses on understanding each client's financial goals to create personalized plans, allocate assets, and oversee portfolio performance. With certifications in wealth management and fiduciary advising, John provides tailored recommendations based on client objectives, time horizon, and risk tolerance. By utilizing the Merrill Personal Wealth Analysis™, John helps clients build and document plans centered on their goals and priorities. With a commitment to ongoing communication and personalized investment strategies, John aims to help clients achieve their financial aspirations, whether it's saving for retirement, education, or passing wealth to future generations. As a Merrill Lynch Wealth Management Advisor, John offers comprehensive financial solutions and access to investment insights to address clients' needs and goals. Get personalized investment strategies and financial guidance from John Drennan to help you live your best financial life.
Merrill Lynch Financial Advisor Zachary N Howland
Merrill Lynch Financial Advisor Zachary N Howland, located at 75 Rockefeller Plaza in New York, is dedicated to understanding your values and helping you achieve your financial goals. Zachary N. Howland, CPWA®, CFP®, focuses on providing excellent service and timely financial advice to a select group of families across the country, including senior corporate executives, healthcare professionals, business owners, and professional athletes. With a team of talented individuals committed to building strong client relationships based on trust and personalized service, Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on your goals. By getting to know you personally and understanding your aspirations, Zachary can help you design and implement a personalized plan intended to help you pursue your financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Zachary can work with you to develop an approach designed to address your financial needs. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Zachary N Howland is committed to helping you achieve your goals.
Merrill Lynch Financial Advisor Gregory Ferdinand
Merrill Lynch Financial Advisor Gregory Ferdinand, located at 1325 Franklin Avenue in Garden City, New York, offers insights, observations, and ideas to help clients achieve their financial goals. With a passion for working with high net worth individuals, families, and businesses, Gregory believes in collaborating with clients to define what matters most to them as they prepare for the future. Along with a team of specialists, he provides goals-based wealth management to affluent families, professionals, and business owners. Gregory Ferdinand started his financial services career in 1991 and is dedicated to cultivating long-lasting relationships by providing exceptional service, customized advice, and a disciplined approach to investing. With Merrill Personal Wealth Analysis™, Gregory can build and document personalized plans centered on clients' goals and priorities.
Merrill Lynch Financial Advisor Graziano Spagnolo
Merrill Lynch Financial Advisor Graziano Spagnolo, located at 50 Fountain Plaza in Buffalo, New York, offers personalized financial advice and guidance to help you achieve your goals. The team at Sebastian, Awner, Houlding, Spagnolo Group believes in building strong relationships through teamwork and involvement, providing access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Recognized for their exemplary client service, the team has received accolades from Forbes and Barron's for their wealth management expertise. By understanding your unique financial situation and goals, the team can create a customized wealth management strategy tailored to your needs. Through the Merrill Personal Wealth Analysis™, they can help you document and track your progress towards achieving your goals. With a focus on ongoing communication and adjustments to your financial approach as needed, the team is dedicated to helping you navigate life's changes and market fluctuations. Let Merrill Lynch Financial Advisor Graziano Spagnolo be your primary source for financial advice and guidance, and work with you to achieve your financial goals.
Bookkeeping | Orchard Park | Precision Accounting Services, LLC
Precision Accounting Services, LLC is your trusted partner for all your bookkeeping needs in Orchard Park, New York. Located at 14 Arrowood Lane, our team of experienced professionals is dedicated to providing accurate and reliable financial services for individuals and businesses. Whether you need help with managing your accounts, organizing your financial records, or preparing tax documents, we are here to help. With our precise attention to detail and commitment to excellence, you can trust us to handle your bookkeeping with precision and care. Contact us today to learn more about how we can assist you with your accounting needs.
Bancroft & Associates
Bancroft & Associates is a reputable finance institution located at 81 Main Street in Mount Morris, New York. With a team of experienced professionals, we offer a wide range of financial services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, our dedicated staff is here to help. Visit us today to see how Bancroft & Associates can help you achieve your financial goals.
Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC
Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks, Rochester, New York, United States. They have been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. The institution provides one-to-one financial advice and exceptional client service. They offer consultations to discuss important financial matters and help clients achieve their long-term financial goals. The advisors at Ameriprise Financial Services are registered to do business in certain U.S. states and adhere to strict regulations to protect clients' information and financial security. Clients can drop off personal documents for proper disposal at any of their 5 offices, with a limit of 5 banker boxes per household. The institution is dedicated to helping clients safeguard their personal information and prevent identity theft. For more information, clients can visit the FINRA's BrokerCheck website or the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.
Merrill Lynch Financial Advisor Holly B Wallace
Merrill Lynch Financial Advisor Holly B Wallace, located at 75 Rockefeller Plaza in New York, offers personalized financial services to help you achieve your goals. With a focus on understanding your aspirations and priorities, the team at Merrill Lynch works to develop a customized approach tailored to your unique needs. The institution believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Named to the 2023 Forbes “America’s Top Women Wealth Advisors” list, Merrill Lynch Financial Advisor Holly B Wallace is committed to helping you pursue your financial goals and manage investment risk. Through the Merrill Personal Wealth Analysis™, the team can build and document a personalized plan centered on your goals. With a dedication to staying on track and adapting to changes in your life and the financial markets, Merrill Lynch Financial Advisor Holly B Wallace is here to help you achieve your financial aspirations.
Merrill Lynch Financial Advisor Daniel P Tarpey
Merrill Lynch Financial Advisor Daniel P Tarpey is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The institution focuses on starting relationships with conversations to help clients identify and prioritize their financial goals. They believe in achieving financial success by making personalized investment decisions that align with clients' aspirations. Through the Investment Personality Assessment, they gain a deeper understanding of clients' investing preferences to customize financial approaches. The institution offers tools to track changes in clients' lives and goals to reflect in their financial strategies. With access to Merrill's investment insights and Bank of America's banking solutions, they work with clients to develop an approach tailored to their financial needs. The team, supported by Merrill's global resources, is dedicated to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ helps build and document personalized plans centered on clients' goals. Regular check-ins and adjustments to financial approaches ensure clients stay on track to achieve their objectives. By getting to know clients personally and understanding their priorities, the institution offers financial approaches that reflect their unique needs and personalities. The advisors at Merrill Lynch Wealth Management help clients navigate financial complexities and build customized investment strategies to reach their goals. The institution puts clients first, providing dedicated one-on-one relationships and personalized investment strategies. They offer the latest investment insights, tips, and strategies to help clients live their best financial lives.
Merrill Lynch Financial Advisor Danny Xiao-Di Hu
Merrill Lynch Financial Advisor Danny Xiao-Di Hu is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. With a focus on managing your wealth through a deep understanding of your financial picture, Danny Xiao-Di Hu can help create a flexible strategy tailored to your needs in today's changing market conditions. By providing access to investment insights from Merrill and banking solutions from Bank of America, personalized wealth management strategies can be developed to help you pursue your goals. Danny Xiao-Di Hu follows the Merrill tradition of community involvement, volunteering with local organizations. With the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be built and documented. Your financial advisor at Merrill Lynch Wealth Management focuses on what matters most to you, whether it's family, goals, or priorities. Through conversations and understanding your aspirations, a customized financial approach can be developed to help you manage, grow, and preserve your wealth today and for the future.
Merrill Lynch Financial Advisor Judith Ringel
Merrill Lynch Financial Advisor Judith Ringel is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. 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. The financial advisors at Merrill Lynch focus on your family, goals, and priorities, adapting as they change over time. By working closely with you to identify and define your goals, they create a financial strategy that reflects your investment style and life plan. Using the Investment Personality Assessment, the team at Merrill aims to understand you better as an investor and customize a financial approach that aligns with your goals and priorities. With the Merrill Personal Wealth Analysis™, they can document a personalized plan centered on your goals and what you want to achieve. As your life and goals evolve, the team is dedicated to helping you stay on track and make adjustments to your financial approach as needed.
Merrill Lynch Financial Advisor Daniel Riveira
financial planning), and other services. Additional information is available upon request. Merrill Lynch Financial Advisor Daniel Riveira, located at 100 Jericho Quadrangle in Jericho, New York, offers a personalized approach to managing wealth. With a focus on understanding each client's goals and priorities, Dan provides access to investment insights from Merrill and banking solutions from Bank of America. Dan holds Series 3, 7, and 66 FINRA Registrations, and works to design and implement personalized plans to help clients pursue their financial goals while managing investment risk.
Merrill Lynch Financial Advisor Sudip Mukherjee
The Merrill Lynch Financial Advisor Sudip Mukherjee is located at 100 Jericho Quadrangle in Jericho, New York, United States. The Mukherjee Wealth Management Group focuses on building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking convenience. As financial advisors, they provide personalized advice and guidance to help individuals and families pursue their financial goals. The team works closely with clients to develop a personalized financial plan, track progress, and make adjustments as needed. By understanding each client's unique situation and priorities, they can offer a customized approach that reflects their goals and values. The team at Merrill believes in helping clients make investment-related decisions that can help them reach personally meaningful goals. Through the Merrill Investment Advisory Program, they offer custom strategies that deliver an appropriate balance of risk and reward, grounded in a deep understanding of each client's needs. The goal is to help clients achieve financial success by staying on track to reach what's most important to them. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. The Merrill Personal Wealth Analysis™ helps build and document a personalized plan centered on client goals. The team understands that both life and financial markets can change over time, and they work with clients to update their approach to reflect these changes. By getting to know each client personally and understanding what matters most to them, the team can help create a financial approach that is built around their life priorities. As Merrill Lynch Wealth Management Advisors, they help clients navigate the financial complexities of life, building a customized investment approach to address their needs and pursue their goals. With a dedicated one-on-one relationship, clients can access personalized investment strategies and comprehensive financial solutions. The team is there to listen, guide, and help clients along their financial journey, no matter the question or decision. Investing involves risk, and the team at Merrill does not provide legal, tax, or accounting advice, encouraging clients to consult with their own advisors before making financial decisions. The goal is to help clients achieve their financial goals and live their best financial life through personalized advice and guidance.
Merrill Lynch Financial Advisor Judith L Werbitt
Lynch Financial Advisor Judith L Werbitt, located at 360 Hamilton Avenue in White Plains, New York, is a finance institution dedicated to servicing wealthy individuals, businesses, and families. The Werbitt Cicale Ward Group, a multi-generational team, provides personalized financial advice tailored to each client's risk profile and aspirations. With a goal-driven framework, they simplify the complexities of wealth and investments through education and communication. The team's broad financial experience, accumulated through many market cycles, offers a balanced financial planning approach for clients seeking to manage their wealth carefully and achieve personally meaningful outcomes. By taking the time to understand each client's financial situation, goals, and values, they collaborate to build a personalized financial strategy.
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 Lee S Rosen
Merrill Lynch Financial Advisor Lee S Rosen, located at 300 Broadhollow Road in Melville, New York, is a finance institution 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. Your financial advisor will focus on your family, goals, and priorities, adapting as they change over time. By starting with a conversation, your advisor will help you identify and prioritize your most important goals, whether it's planning for retirement, saving for a home, or funding a child's education. The Investment Personality Assessment tool is used to understand your investing preferences and customize a financial approach tailored to your needs. Led by Lee Rosen, the Rosen Group Wealth Management team serves a diverse client base across the United States, providing tailored financial strategies and proactive support. With access to the investment insights of Merrill and banking solutions from Bank of America, the team helps clients manage, grow, and preserve their wealth for the long term. By periodically reviewing financial objectives and risk tolerance, the team ensures that each client's financial strategy aligns with their goals. Merrill Personal Wealth Analysis™ can help build and document a personalized plan focused on achieving your goals. The team at Merrill Lynch Wealth Management Advisors is dedicated to helping you navigate the financial complexities of life and build a customized investment approach to pursue your goals. With a focus on putting clients first, the team is committed to providing dedicated one-on-one relationships to guide you through life's financial decisions.
Merrill Lynch Financial Advisor Bruce Huggins
Merrill Lynch Financial Advisor Bruce Huggins is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. With a focus on managing your wealth by understanding your full financial picture, Bruce Huggins can create personalized strategies to navigate changing market conditions. By providing 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. Bruce Huggins follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, he can help build and document a personalized plan centered on your goals. By focusing on what matters most to you - family, goals, and priorities - Bruce Huggins aims to help you achieve your financial aspirations.
Merrill Lynch Financial Advisor Anthony W Luppino
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 Edward H Abitanta
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 Michael A Gatti
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.
Merrill Lynch Financial Advisor Kristina K Vikis
Merrill Lynch Financial Advisor Kristina K Vikis, located at 75 Rockefeller Plaza in New York, United States, is a finance institution dedicated to understanding your financial goals and helping you achieve them. Their mission is to create personalized plans to manage, grow, and preserve your wealth, while considering your aspirations and priorities. With access to the resources of Merrill and Bank of America, their team of experienced advisors will work with you to develop a financial approach tailored to your needs. They offer services such as the Merrill Personal Wealth Analysis™ to help build and document a personalized plan centered on your goals. By staying in touch with you and adapting your approach to reflect changes in your life, they aim to help you reach your most important financial milestones. With a focus on personalized service and building strong client relationships, Merrill Lynch Financial Advisor Kristina K Vikis is committed to helping you achieve your financial goals.
Merrill Lynch Financial Advisor Deborah Kamer
Merrill Lynch Financial Advisor Deborah Kamer is a finance institution located at 6965 Yellowstone Boulevard in New York, United States. As Merrill advisors, they offer personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. Their team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They believe in managing your wealth by understanding your full financial picture and creating flexible strategies to navigate changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, they can help you pursue your goals through personalized wealth management strategies.
Merrill Lynch Financial Advisor Paul T Goldsmith
Merrill Lynch Financial Advisor Paul T Goldsmith is a prestigious finance institution located at 200 Park Avenue, New York, New York, United States. Merrill is proud of their 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. The institution has been recognized in Forbes' "Best-in-State Wealth Management Teams" for multiple years, as well as on Wall Street's "Top 40 Advisors Under 40" list. The team at Merrill Lynch Wealth Management is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They work closely with accomplished individuals, executives, and professionals from various industries to provide optimal service experiences. Merrill Personal Wealth Analysis™ is offered to help build and document personalized financial plans centered around clients' goals. The institution emphasizes the importance of understanding clients' priorities and adapting financial approaches to reflect changes in their lives and the market. As Merrill Lynch Wealth Management Advisors, they provide customized investment approaches to address clients' needs and goals. With a dedicated one-on-one relationship, clients can access personalized investment strategies and comprehensive financial solutions. The team at Merrill Lynch Financial Advisor Paul T Goldsmith is committed to helping clients achieve their financial goals and navigate the complexities of their financial lives.
Merrill Lynch Financial Advisor Anne de Louvigny Stone
Merrill Lynch Financial Advisor Anne de Louvigny Stone, located at 75 Rockefeller Plaza in New York, offers comprehensive wealth management services to European immigrants in the United States with complex tax situations. The team at Merrill Lynch works with clients to achieve their financial goals through a global goals-based approach. They provide access to alternative investments and banking solutions from Bank of America, N.A., a division of Bank of America Corporation. The advisors at Merrill Lynch believe in creating personalized financial plans tailored to each client's individual needs and priorities. They offer the Merrill Personal Wealth Analysis™ to help clients document their goals and track their progress. With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch is committed to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor Jorge Ferreira
Merrill Lynch Financial Advisor Jorge Ferreira is a finance institution located at 75 Rockefeller Plaza, 6th Floor, New York, New York, United States. Their mission is to understand each client's individual needs and financial goals in order to create personalized plans to help manage investment risk and pursue financial aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution offers a comprehensive approach to address clients' financial needs. The team at Merrill Lynch is comprised of experienced individuals committed to building strong client relationships based on trust and personalized service. Advisors have received recognition from financial industry publications, setting the standard for exemplary client service. By utilizing the Merrill Personal Wealth Analysis™ tool, clients can build and document personalized financial plans centered on their goals. The institution believes in helping clients stay on track to achieve their goals by regularly reviewing and adjusting their financial approach as needed. With a focus on understanding each client's unique needs and priorities, Merrill Lynch Financial Advisor Jorge Ferreira aims to help clients achieve their financial aspirations and navigate the complexities of the financial market.
Financial Industry Regulatory
The Financial Industry Regulatory Authority (FINRA) is located at 20 Broad Street in New York, United States. As a finance institution, FINRA provides a range of services to registered representatives, firm compliance professionals, arbitration and mediation case participants, and FINRA neutrals. Through FINRA Data, users can access non-commercial data, save data views, and manage a Bond Watchlist. Registered representatives can fulfill Continuing Education requirements and view their industry CRD record, while compliance professionals can access filings, run reports, and submit support tickets. The Dispute Resolution Portal allows case participants and neutrals to view case information and submit documents. FINRA safeguards market integrity, enabling investors and firms to participate with confidence. As a not-for-profit organization supervised by the SEC, FINRA works towards creating a regulatory environment that promotes collaboration, innovation, and fairness. BrokerCheck is a free tool to research the background and experience of financial brokers, advisers, and firms. FINRA actively promotes diversity, equity, and inclusion within its organization, industry, and communities. With a focus on investor safety and market participation, FINRA processes an average of 67 billion electronic records per day.
Merrill Lynch Financial Advisor John Pierce Jonza
Merrill Lynch Financial Advisor John Pierce Jonza, located at 266 Merrick Road, Lynbrook, New York, United States, is a finance institution dedicated to managing your wealth through a personalized and flexible strategy tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, John Pierce Jonza and his team offer personalized wealth management strategies to help you pursue your goals. By participating in the community and volunteering with local organizations, John Pierce Jonza follows the Merrill tradition of building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is developed and documented to help you achieve what matters most to you.
Merrill Lynch Financial Advisor Julia Battaglia
Merrill Lynch Financial Advisor Julia Battaglia is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Whatever your personal goals may be, they work one-on-one with you to develop a personalized financial strategy designed to help you pursue your long-term goals. Their financial planning process begins by getting to know you and understanding your goals, values, risk tolerance, time horizon, and liquidity needs. They offer one-on-one discovery meetings to review your portfolio and objectives, creating a personalized plan to help you reach your goals. By utilizing the Investment Personality Assessment, they can customize the financial approach to align with your investing preferences. They offer the Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on your goals. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer investment insights, tips, and strategies to help you achieve your financial goals. As Merrill Lynch Wealth Management Advisors, they help you build a customized investment approach to address your needs and pursue your goals. Get the dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor and receive personalized investment strategies plus comprehensive financial solutions from Bank of America. It is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services to help you live your best financial life.
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