Economic wealth management solutions in New York, NY
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Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 55 Southwestern Drive in Jamestown, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, our advisors can provide personalized financial strategies to help you navigate rising or turbulent markets. Our advisors go beyond wealth planning advice to offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We work closely with your outside professionals, such as accountants and tax attorneys, to create comprehensive financial strategies tailored to your long-term objectives.
55 Southwestern Dr 1st Floor, Jamestown, NY 14701, United States -
Madryn Asset Management, LP
● OpenMadryn Asset Management, LP is a finance institution located at 330 Madison Avenue, New York, New York, United States. The firm is focused on emerging developments in the healthcare industry, identifying innovative products, transformative technologies, and unique services to create attractive investment opportunities. As a leading alternative asset management firm, Madryn invests in innovative healthcare companies specializing in unique and transformative products, technologies, and services. The firm leverages its extensive experience in investment management and healthcare industries to target attractive economic opportunities that deliver strong risk-adjusted and absolute returns for its limited partners.
330 Madison Ave 33rd Floor, New York, NY 10017, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 2 Crosfield Avenue in West Nyack, New York, offers comprehensive financial services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies tailored to each client's unique goals and financial situation. Services include retirement income planning, guidance on investments, estate planning, and more, utilizing the resources of Merrill Lynch and Bank of America. The institution is committed to client service and satisfaction, focusing on building long-term relationships and helping clients achieve their financial and life goals. Through volunteerism and charitable outreach, the branch also supports the communities in which it operates, contributing to economic, social, and cultural initiatives.
2 Crosfield Ave Suite 223, West Nyack, NY 10994, United States -
New York Life
● OpenNew York Life is an insurance agency located at 199 Water Street, New York, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with market gains potential. New York Life offers a variety of insurance options for individuals, employees, executives, and business owners, as well as guidance on creating an investment strategy and estate planning. They have a diverse and welcoming workplace and have been recognized as an industry leader. Their agents are dedicated to addressing your unique needs, and they provide best-in-class products and solutions that adapt to your changing needs.
199 Water St # 27, New York, NY 10038, United States -
Buffalo First Wealth Management, LLC
● OpenBuffalo First Wealth Management, LLC is a finance and insurance agency located at 7606 Transit Road in Buffalo, New York, United States. Our team of experienced professionals is dedicated to helping our clients take control of their financial future with our active wealth management solutions. We prioritize the protection of our clients' money and assets, providing them with confidence and peace of mind. As a Registered Investment Advisor (RIA), we adhere to the highest standard of care when managing our clients' money. Unlike stockbrokers and broker-dealers, we are committed to always acting in our clients' best interests. Our transparent, asset-based fee structure ensures that our interests are aligned with those of our clients.
7606 Transit Rd, Buffalo, NY 14221, United States -
Independent Solutions Wealth Management, LLC
● OpenIndependent Solutions Wealth Management, LLC is a finance institution located at 305 Spindrift Drive in Williamsville, New York, United States. Specializing in providing investment solutions for financial advisors, tax professionals, and licensed insurance representatives, we offer world-class back-office support and advanced solutions for both institutional and retail clients. Our dedicated team works tirelessly to develop models that help clients grow, protect, and diversify their assets. Committed to building a more secure future for our clients, we believe in not only protecting their income and assets but also helping them make the most of their lives. With an investment approach designed to maximize success, our Economic & Market Updates provide valuable insights for advisors and clients alike. Our Investment Committee, boasting over 200 years of industry experience, ensures that clients are in good hands. Independent Solutions Wealth Management, LLC is an SEC Registered Investment Advisory firm dedicated to bringing Wall Street to Main Street.
305 Spindrift Dr, Williamsville, NY 14221, United States -
Joseph L Ferri - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Joseph L Ferri - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 184 Front Street, Owego, New York 13827. At our practice, we are committed to providing personalized financial advice and solutions tailored to meet the unique needs of our clients. With a robust suite of certifications and designations, our expertise spans a wide range of financial disciplines. Our team holds advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), Accredited Estate Planner® (AEP®), and many more. These credentials reflect our dedication to maintaining the highest standards of ethics and professionalism, ensuring that our clients receive knowledgeable and trustworthy guidance.
184 Front Street, Owego, New York 13827, United States -
John Baringer - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to John Baringer - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 25 Clinton Avenue, Cortland, New York 13045. As a dedicated financial professional, John Baringer offers personalized wealth management services tailored to meet the unique needs of each client. With a robust array of certifications and designations, John is exceptionally qualified to guide you through the complexities of financial planning and investment management. Our services encompass a wide range of financial solutions, including asset allocation, investment strategies, estate planning, and retirement planning. John is an Accredited Asset Management Specialist™ (AAMS™), ensuring adherence to a stringent code of ethics and expertise in applying investment concepts to real-world situations. Additionally, John holds the Accredited Domestic Partnership Advisor™ (ADPA™) designation, enabling him to address the financial needs of domestic partners with precision and care.
25 Clinton Avenue, Cortland, New York 13045, United States -
Jonathon L Myers - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Jonathon L Myers - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 1550 Vestal Parkway East in Vestal, New York, Jonathon L Myers offers expert financial advisory services tailored to meet the diverse needs of individuals and businesses. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Jonathon holds multiple prestigious certifications that underscore his commitment to providing comprehensive financial solutions.
1550 Vestal Parkway East, Vestal, New York 13850, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management - Southampton, NY Welcome to Merrill Lynch Wealth Management, located at 57 Hampton Road, Southampton, New York. As a leading name in the finance sector, our branch is dedicated to providing comprehensive wealth management solutions tailored to your unique needs.
57 Hampton Road, Southampton, New York 11968, United States -
Richard F Nydegger - RBC Wealth Management Financial Advisor
● OpenWelcome to Richard F Nydegger - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As a Senior Vice President and Financial Advisor within the Consulting Group, Richard F Nydegger is dedicated to providing comprehensive financial guidance and wealth management services tailored to your individual needs. In today's complex financial landscape, understanding and navigating market dynamics is crucial. With the federal government’s debt having doubled since 2015, strategic investment decisions are more important than ever. Our Midyear Outlook provides valuable insights to help you make informed choices amidst economic uncertainties.
223 West Montauk Highway, Hampton Bays, New York 11946, United States -
Christopher Drew - RBC Wealth Management Financial Advisor
● OpenWelcome to Christopher Drew - RBC Wealth Management Financial Advisor, your trusted partner in navigating the complex world of finance. Situated at 223 West Montauk Highway in the picturesque Hampton Bays, New York, our firm is dedicated to providing personalized financial guidance and strategic investment solutions to help you achieve your financial goals. As a Senior Vice President and Financial Advisor with the RBC Wealth Management Consulting Group, Christopher Drew brings a wealth of expertise and a commitment to excellence. In an ever-evolving economic landscape, where the federal government’s debt has doubled since 2015, Christopher offers insightful advice and strategies to navigate these challenges. Our Midyear Outlook provides valuable perspectives on market trends and economic conditions, emphasizing the importance of sound portfolio management amidst political and economic noise.
223 West Montauk Highway, Hampton Bays, New York 11946, United States -
Markets Group
● OpenMarkets Group is a finance institution located at 44 East 32nd Street in New York, New York, United States. They specialize in providing expert financial services and solutions to a wide range of clients. With a team of experienced professionals, Markets Group is dedicated to helping individuals and businesses navigate the complex world of finance and investments. Their comprehensive approach and personalized strategies ensure that each client receives tailored advice and support to help them achieve their financial goals. Whether you are looking to grow your wealth, manage your investments, or plan for the future, Markets Group is here to help you every step of the way.
44 E 32nd St floor 4, New York, NY 10016, United States -
Tru Capital
● OpenTru Capital, located at 395 North Service Road in Melville, New York, is a finance institution dedicated to helping businesses thrive by providing multiple income streams for economic success. With a focus on financial planning and risk management, Tru Capital offers auto repair business loans to help businesses attract new customers, increase sales, and expand. Our goal is to achieve positive outcomes for you and your company, ensuring stability and growth in the ever-changing business landscape.
395 N Service Rd Suite 112-W, Melville, NY 11747, United States -
Dow Richard
● OpenDow Richard is a renowned health institution located at 145 River Road in Nyack, New York, United States. Specializing in providing top-notch medical care and wellness services, Dow Richard is committed to improving the health and well-being of its patients. With a team of highly skilled healthcare professionals and state-of-the-art facilities, the institution offers a wide range of medical services to meet the diverse needs of its patients. Whether you are in need of routine check-ups, specialized treatments, or preventive care, Dow Richard is dedicated to providing exceptional healthcare services to help you live a healthier and happier life.
145 River Rd, Nyack, NY 10960, United States -
Merrill Lynch Financial Advisor Mariana Ng Meyerson
● OpenThe Merrill Lynch Financial Advisor Mariana Ng Meyerson is located at 200 Park Avenue in New York, United States. Mariana Ng Meyerson is a Senior Financial Advisor who is fluent in Mandarin & Cantonese Chinese and English. With over 20 years of experience in the financial services industry, Mariana works closely with individuals, retirees, corporate executives, professionals, business owners, non-profit institutions, and ultra-high net worth families to develop customized financial strategies tailored to their goals and priorities. Mariana specializes in helping clients manage concentrated stock positions, navigate important life transitions such as retirement or inheritance, and provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. She works collaboratively with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy planning.
200 Park Ave 13th Floor, New York, NY 10166, United States -
Affordable Fortunes LLC
● ClosedAffordable Fortunes LLC is a store located at 353 West 48th Street in New York, New York. We specialize in offering a wide range of affordable products and services that cater to our customers' needs and desires. Our store is committed to providing high-quality items at prices that won't break the bank. Whether you're looking for fashion accessories, home decor, or unique gifts, Affordable Fortunes LLC has something for everyone. Visit us today and discover the treasures that await you!
353 W 48th St, New York, NY 10036, United States -
Merrill Lynch Financial Advisor Anna Ryan
● OpenMerrill Lynch Financial Advisor Anna Ryan, located at 75 Rockefeller Plaza in New York, offers personalized financial planning services to help clients achieve their goals. With a background in economics and extensive experience in finance, Anna is dedicated to understanding each client's unique circumstances and priorities. She works closely with clients to develop wealth management plans tailored to their needs, helping them navigate investment decisions and manage risk. Anna's commitment to philanthropy is reflected in her involvement with various non-profit organizations. By combining the investment insights of Merrill Lynch with banking solutions from Bank of America, Anna provides a comprehensive approach to financial planning. Whether clients are planning for retirement, saving for a major purchase, or funding education, Anna's goal is to help them achieve financial success. With a focus on building long-term relationships, Anna ensures that clients' financial approaches evolve with their changing needs and goals. As a CERTIFIED FINANCIAL PLANNER™ Professional, Anna is dedicated to helping clients reach their full financial potential. Contact Merrill Lynch Financial Advisor Anna Ryan to start planning for your financial future today.
75 Rockefeller Plaza, New York, NY 10019, United States -
Merrill Lynch Financial Advisor Christopher Haliskoe
● OpenMerrill Lynch Financial Advisor Christopher Haliskoe, located at 200 Park Avenue, New York, offers a consultative approach to financial planning for individuals and business owners. With a B.S. in Economics from Fairfield University and years of experience in wealth management, Chris is dedicated to helping clients reach their personal and financial goals through detailed planning and market expertise. Active in his community, Chris is involved in mentorship programs and serves as the Parish Council President at St Ann Church in Hoboken, NJ. His team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service, focusing on family, goals, and priorities. Through the Merrill Personal Wealth Analysis™, they create personalized plans centered on each client's unique aspirations. By understanding clients' investment preferences and financial goals, they develop customized approaches to help them pursue what matters most. With access to the global resources of Merrill and Bank of America, the team at Merrill Lynch Wealth Management is dedicated to helping clients manage, grow, and preserve their wealth for the future. By regularly reviewing and adjusting financial approaches, they help clients stay on track to achieve their goals and navigate changes in the market and in their lives. As registered advisors in multiple states, including AZ, CA, CT, FL, NJ, NY, and TX, the team at Merrill Lynch is committed to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
200 Park Ave 13th Floor, New York, NY 10166, United States -
Merrill Lynch Financial Advisor Mark E Johnson
● OpenMerrill Lynch Financial Advisor Mark E Johnson is located at 75 Rockefeller Plaza, New York, New York, United States. Mark Johnson is a Senior Vice President and Senior Financial Advisor with over 30 years of experience in finance. He specializes in meeting the investment needs of high-net-worth individuals, privately held businesses, and Foundations. Mr. Johnson helps clients develop financial strategies and long-term investment portfolios tailored to their specific goals. He provides risk-appropriate portfolio modeling through a wide array of investment services, focusing on retirement planning, education funding, estate planning, survivor protection, income preservation, and liability management. Mr. Johnson holds a BA in Economics from Franklin and Marshall College and an MBA from the Columbia Business School. At Merrill Lynch Wealth Management, Mr. Johnson and his team are dedicated to building strong client relationships based on trust and personalized service. They believe in understanding each client's unique goals and priorities to create a financial approach that reflects their personality and helps them achieve their financial objectives. As a Merrill Lynch Wealth Management Advisor, Mr. Johnson offers personalized investment strategies and comprehensive financial solutions to address clients' needs and goals. He is registered to do business in multiple states and provides the latest investment insights, tips, and strategies to help clients live their best financial life. Please note that investing involves risk and it is important to consult legal and tax advisors before making any financial decisions.
75 Rockefeller Plaza, New York, NY 10019, United States -
Merrill Lynch Financial Advisor Ken Schneider
● OpenMerrill Lynch Financial Advisor Ken Schneider is located at 114 West 47th Street in New York, United States. Ken provides wealth management advice and guidance to affluent individuals and their families, creating tailored investment management strategies to help clients reach their financial goals. With over two decades of experience in the public finance industry, Ken offers expertise in structuring and pricing tax-exempt and taxable municipal bond issues. Ken holds a BA in Economics from the University of California, Berkeley and an MBA from the Columbia Business School. He is actively involved in his community, serving on the board of his town's Little League and organizing charity fund-raising events. Ken is licensed in Life, Accident, and Health insurance, and holds FINRA registrations Series 7, 63, and 65.
114 W 47th St, New York, NY 10036, United States -
Merrill Lynch Financial Advisor James Hickey
● OpenMerrill Lynch Financial Advisor James Hickey is a reputable institution located at 75 Rockefeller Plaza in New York, United States. The institution is known for its finance services and is led by Jamie Block, Senior Vice President at Merrill Lynch Wealth Management, who has over 23 years of expertise in empowering clients to achieve their financial dreams. James Hickey, Partner at Block-Hickey & Associates, is also a key figure in the team's portfolio strategy and development segments. The institution takes a holistic approach to financial planning, focusing on deep client engagement and risk understanding. With a team of talented and experienced individuals, Merrill Lynch Financial Advisor James Hickey is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and access to comprehensive financial solutions, ensuring that clients can navigate the financial and economic landscapes successfully. The institution values every client relationship and works tirelessly to help clients achieve their financial goals.
75 Rockefeller Plaza, New York, NY 10019, United States -
Merrill Lynch Financial Advisor Samuel Cherny
● OpenMerrill Lynch Financial Advisor Samuel Cherny is located at 75 Rockefeller Plaza in New York, New York, United States. As a financial advisor, Samuel Cherny focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. With over 80 years of experience, the Henneck/Cherny Group at Merrill Lynch Wealth Management assists individuals, families, and businesses in identifying and achieving their financial goals. Samuel Cherny began his career in financial services in 2015 after graduating from the University of Wisconsin-Madison with degrees in Personal Finance and Economics. He emphasizes a disciplined approach to investing and cash flows to help clients plan for the future. Some of his passions include customizing portfolios, streamlining retirement assets, and providing introductions to Bank of America and the Private Bank for services such as securing mortgages and estate planning.
75 Rockefeller Plaza, New York, NY 10019, United States -
Merrill Lynch Financial Advisor Julio C. Franco
● OpenMerrill Lynch Financial Advisor Julio C. Franco is located at 75 Rockefeller Plaza in New York, New York, United States. Julio is a Senior Vice President and an International Wealth Advisor with over 30 years of industry experience. He is a qualified Portfolio Manager who can help clients pursue their financial objectives by building and managing personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Julio focuses on transactional based clients, particularly in active trading strategies in equities, options, fixed income, and foreign currencies. He also manages a proprietary Global Thematic Equity portfolio and various Merrill model portfolios. Julio holds industry designations such as CFA®, FRM®, and CAIA®, and is a member of various financial associations. He has a Master of Science in Financial Risk Management and a BA in Economics and Finance. Fluent in Spanish, Julio resides in Greenwich, Connecticut. Merrill Personal Wealth Analysis™ is offered to help clients build a personalized financial plan centered on their goals and priorities. As a Merrill Lynch Wealth Management Advisor, Julio focuses on understanding each client's unique needs and provides personalized investment strategies and comprehensive financial solutions. Working with Julio means having access to the investment insights of Merrill and the banking solutions of Bank of America. He believes in placing the investor at the center of the planning process and aims to help clients navigate through financial transitions and decisions. By regularly reviewing and adjusting financial approaches, Julio helps clients stay on track to achieve their goals. Whether planning for retirement, saving for a home, or funding education, Julio works with clients to develop a customized approach that addresses their financial needs. With a focus on getting to know each client personally, Julio creates a financial strategy that reflects their personality and priorities. The ultimate goal is to help clients achieve their financial goals and live their best financial life.
75 Rockefeller Plaza 6th Floor, New York, NY 10019, United States -
Commonwealth Financial Network
● OpenCommonwealth Financial Network is a finance institution located at 2 Executive Park Drive in Albany, New York, United States. As an independent financial advisor, you can realize your vision with Commonwealth, a partner that prioritizes your needs and provides sophisticated solutions, specialized consulting, and intuitive tools. In 2023, we recruited $15.9 billion in assets, reaching new heights. Our 2024 Outlook survey examines the economy and markets for the year ahead. Whether you are growing an existing practice or exploring independence for the first time, Commonwealth offers innovative strategies to give you a competitive advantage. Affiliating with us as your own RIA or through our corporate RIA provides personalized consulting, operations, and compliance to optimize your business. Our comprehensive capabilities and supportive partner are dedicated to your success. Join Commonwealth and receive valuable resources to help you manage the economics and risks of entrepreneurship, as well as strategies for marketing your new business. Take control of your growth path and transform unpredictability into growth with our high-touch service. Commonwealth's emphasis on investment management and financial planning, along with a supportive culture, allows you to create the firm and client experience you desire. Plan for the sunset of the TCJA and consider irrevocable Medicaid trusts to protect assets. With women expected to control more wealth in the future, ensure your firm supports and retains women advisors. Connect with Becca, managing principal and chief business development officer at Commonwealth, to learn more about our story and how we can support your financial goals.
2 Executive Park Dr, Albany, NY 12203, United States -
Merrill Lynch Financial Advisor CJ Tomaskovic
● OpenMerrill Lynch Financial Advisor CJ Tomaskovic, located at 2649 South Road, Poughkeepsie, New York, United States, offers personalized investment guidance for individuals, families, and businesses. With a focus on understanding short-term and long-term financial objectives, CJ Tomaskovic helps clients manage their wealth to meet their individual needs. As a graduate of Fordham University with a background in Legal & Policy Studies and Economics, CJ brings extensive experience in the financial services industry. The institution offers Merrill Personal Wealth Analysis™ to build personalized financial plans centered on clients' goals. 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 advisors at Merrill Lynch focus on the client's priorities, goals, and family, offering advice and guidance tailored to their unique situation.
2649 South Rd, Poughkeepsie, NY 12601, United States -
Merrill Lynch Financial Advisor Keith McCormack
● OpenMerrill Lynch Financial Advisor Keith McCormack, located at 805 Northern Boulevard, Great Neck, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed with market insights and global economic updates to help you navigate your financial goals. By understanding your unique financial situation, Keith McCormack can create a personalized wealth management strategy tailored to your needs. With access to the investing insights of Merrill and the banking capabilities of Bank of America, you can make informed decisions as you pursue your financial objectives. Beyond traditional advising, Merrill offers a comprehensive range of brokerage, investment advisory, and financial planning services. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., ensuring a holistic approach to managing your wealth. Contact Merrill Lynch Financial Advisor Keith McCormack to bring new perspectives to your financial life and work towards building a secure future for yourself and your family.
805 Northern Blvd, Great Neck, NY 11021, United States -
Merrill Lynch Financial Advisor Rodrigo K. Alvarez
● OpenMerrill 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.
225 Liberty St 41st Floor, New York, NY 10281, United States -
Merrill Lynch Financial Advisor Katherine Fuller Mendez
● OpenMerrill Lynch Financial Advisor Katherine Fuller Mendez, located at 75 Rockefeller Plaza in New York, United States, is a dedicated and experienced finance institution committed to building strong relationships with clients. Katherine follows a disciplined process to understand each client's needs and priorities, providing personalized strategies and advice to achieve their financial goals. With a background in Economics and various certifications, including the CFP® certification, Katherine is passionate about educating clients on investing and helping them make informed decisions. The institution offers personalized wealth management plans, investment insights, and comprehensive financial solutions. As your life and goals evolve, the team at Merrill Lynch is dedicated to helping you stay on track and adjust your financial approach accordingly. With a focus on putting clients first, Katherine Mendez and her team provide one-on-one guidance to help you achieve your financial aspirations.
75 Rockefeller Plaza, New York, NY 10019, United States -
Merrill Lynch Financial Advisor Sophia Aslam
● OpenMerrill Lynch Financial Advisor Sophia Aslam, located at 266 Merrick Road, Lynbrook, New York, offers a personalized approach to financial planning. With a background in Economics and Journalism from Karachi University and a master's degree in Business Administration from New York Institute of Technology, Sophia Aslam has been in the financial services industry since 2000. By combining the investment resources of Merrill and the banking convenience of Bank of America, Sophia Aslam helps clients address various aspects of their financial lives. Sophia believes in building a personalized plan centered on clients' goals and priorities, adapting to changes in their lives and the financial markets. Through a deep understanding of clients' needs and aspirations, Sophia works to design and implement a financial approach that helps them pursue their goals while managing investment risk. Whether planning for retirement, buying a home, funding education, or passing wealth to future generations, Sophia focuses on providing customized solutions tailored to each client's unique circumstances. With a commitment to community involvement and ongoing support, Sophia Aslam is dedicated to helping clients achieve their financial goals.
266 Merrick Rd, Lynbrook, NY 11563, United States
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