Estate planning advisor in Great Neck, New York

InventWealth Tax Advisors is a leading accounting and finance institution located at 45 Middle Neck Road in Great Neck, New York. Our team of experienced professionals specializes in providing expert tax advice and financial planning services to individuals and businesses. Whether you need help with tax preparation, estate planning, or investment strategies, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Merrill Lynch Financial Advisor Archibald "Arch(ie)" Walker is a prestigious finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With years of experience and expertise in the financial industry, Arch(ie) Walker offers personalized financial advice and investment strategies to help clients achieve their financial goals. Whether you are looking to plan for retirement, grow your wealth, or protect your assets, Arch(ie) Walker is dedicated to providing top-notch financial services tailored to your individual needs. Trust Merrill Lynch Financial Advisor Archibald "Arch(ie)" Walker to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Gary 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 is dedicated to building strong client relationships based on trust and personalized service. The financial advisors at Merrill Lynch Wealth Management focus on your family, goals, and priorities, adapting as they change over time. By working closely with you to identify your goals, they create a financial strategy that reflects your investment style and life plan. The team is committed to helping you address your financial goals at every stage of your life, whether you are focused on growing, preserving, or transferring wealth. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to customize the financial approach that aligns with your goals. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals and aspirations. By staying connected and revisiting your financial approach, the team ensures you stay on track to achieve what matters most to you. Let Merrill Lynch Wealth Management Advisors guide you through the financial complexities of life, helping you build a customized investment approach to pursue your goals. With a one-on-one relationship, personalized investment strategies, and access to comprehensive financial solutions, Merrill Lynch Financial Advisor Gary Ringel is dedicated to helping you live your best financial life.

Merrill Lynch Financial Advisor Marvin Benak, located at 805 Northern Boulevard in Great Neck, New York, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Marvin Benak and his team work to build strong client relationships based on trust and personalized service. Marvin Benak believes in the importance of understanding each client's unique financial situation and goals in order to create a customized plan to help them pursue their aspirations. By utilizing the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Marvin can gain a deeper understanding of each client's needs and preferences to develop a financial approach that aligns with their objectives.

Merrill Lynch Financial Advisor Robert T Steck is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. The institution specializes in managing wealth by creating flexible strategies tailored to individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, the team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. Robert Steck and his team believe in understanding each client's unique financial situation and goals to create personalized wealth management strategies. The Merrill Personal Wealth Analysis™ helps to build a personalized plan centered on individual goals and aspirations. By utilizing the Investment Personality Assessment, they can gain a deeper understanding of each investor's preferences and customize financial approaches accordingly.

Merrill Lynch Financial Advisor Seth B Kaplan is a reputable financial institution located at 805 Northern Boulevard, Great Neck, New York, United States. Specializing in finance, the institution offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, Merrill Lynch Financial Advisor Seth B Kaplan is dedicated to providing top-tier financial guidance to individuals and businesses alike. Trustworthy, knowledgeable, and experienced, this institution is a trusted partner in navigating the complexities of the financial world.

RGA Investment Advisors LLC is a finance institution located at 185 Great Neck Road in Great Neck, New York, United States. Our team of experienced advisors provides personalized investment solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are dedicated to helping you navigate the complexities of the financial market. Contact us today to learn more about how RGA Investment Advisors LLC can help you secure your financial future.

Merrill Lynch Financial Advisor Robert Di Lorenzo is a leading finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With a team of experienced professionals, they offer expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Robert Di Lorenzo is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to guide you towards financial success.

Merrill Lynch Financial Advisor Amanda Barclay, located at 805 Northern Boulevard, Great Neck, New York, is a distinguished financial institution that prides itself on providing exemplary client service. Amanda Barclay, a Senior Financial Advisor and Senior Vice President, leads the Barclay Group in guiding multigenerational families and Corporate Executives through specialized wealth advisory services. The institution offers personalized wealth management, executive compensation structuring, succession planning, trusts, foundations, insurance, and alternative investments. Amanda Barclay is a recognized leader in the financial industry, having been named in Forbes' "Top Women Wealth Advisors Best-in-State” 2024. With a career that began in 1999, Amanda is committed to empowering clients to feel confident, connected, and in control of their financial futures. She volunteers in her community to empower women with confidence and success, supporting science, medical services, and underserved women.

Merrill Lynch Financial Advisor Terence M. Higgins, Jr. is a trusted finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With years of experience and expertise in financial planning, Terence M. Higgins, Jr. provides personalized advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, you can rely on Merrill Lynch Financial Advisor Terence M. Higgins, Jr. to provide professional and reliable services tailored to your individual needs.

Merrill Lynch Financial Advisor Edna Eidelberg, located at 805 Northern Boulevard, Great Neck, New York, is dedicated to developing strong relationships with each client and providing personalized financial guidance as life situations change. With over 30 years of experience at Merrill Lynch Wealth Management, Edna focuses on helping clients achieve their personal and financial goals through tailored wealth management strategies. She works with individuals, families, small businesses, and non-profit organizations on education, retirement, estate planning, and more. Edna received her Bachelor of Science Degree from Cornell University and a Master of Business Administration from Baruch College. At Merrill Lynch Wealth Management, the team is committed to putting clients' interests first and giving back to the community through volunteering. The Merrill Personal Wealth Analysis™ helps build personalized financial plans centered on clients' goals. The team, supported by the global resources of Merrill, consists of talented individuals dedicated to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Matt Tarin, located at 805 Northern Boulevard in Great Neck, New York, is dedicated to building and maintaining strong relationships with clients. With a passion for helping individuals and families make important financial decisions, Matt Tarin brings over a decade of experience in financial services to his role. Specializing in working with affluent individuals, business owners, and corporate executives, Matt uses his knowledge to develop personalized wealth management strategies tailored to each client's unique goals and risk profile. As a Certified Financial Planner™ (CFP®) and Certified Plan Fiduciary Advisor (CPFA), Matt is well-equipped to provide comprehensive financial advice and guidance. Additionally, Matt is actively involved in the special needs community, drawing on personal experience to develop wealth management strategies for families with loved ones who have special needs. Partnering with Merrill Lynch Wealth Management, Matt and his team offer personalized financial planning services focused on helping clients achieve their goals and navigate life's financial complexities. Whether you're planning for retirement, saving for a home, or funding a child's education, Matt Tarin is committed to helping you pursue what matters most to you. Contact Merrill Lynch Financial Advisor Matt Tarin today to start building a personalized financial approach tailored to your needs and aspirations.

Merrill Lynch Financial Advisor Christine M Savarese-Barral is a reputable financial institution located at 805 Northern Boulevard in Great Neck, New York. Specializing in finance, this institution provides expert financial advice and services to help clients achieve their financial goals. With a dedicated team led by Christine M Savarese-Barral, clients can trust in personalized and professional financial guidance tailored to their individual needs. Whether looking to invest, plan for retirement, or manage wealth, Merrill Lynch Financial Advisor Christine M Savarese-Barral offers a comprehensive range of services to help clients secure their financial future.

Merrill Lynch Financial Advisor Stacey Kitay is a dedicated professional with 30 years of experience in helping clients manage their wealth. Located at 805 Northern Boulevard, Great Neck, New York, United States, Stacey takes a comprehensive approach to financial planning, focusing on understanding each client's unique goals and needs. She offers access to the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. Stacey is committed to providing excellent service and assisting clients in pursuing their financial objectives. With an MBA in health care, she is also passionate about helping people in transition navigate their financial journey. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Stacey works with clients to develop personalized plans centered on their goals and priorities. By regularly reviewing and adjusting financial approaches, Stacey ensures that clients stay on track to achieve their aspirations. As a Merrill Lynch Wealth Management Advisor, Stacey puts her clients first, offering customized investment strategies and comprehensive financial solutions tailored to their individual needs. Whether planning for retirement, education, or other life milestones, Stacey is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Joseph S. Grieco is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Joseph has been in the financial service industry since 2000 and joined Merrill Lynch Wealth Management in 2010. He specializes in simplifying the lives of high net worth individuals and their families by providing customized wealth strategies to meet all of their financial needs. Joseph's approach to wealth management is consultative, objective, and focused on excellence. He takes the time to listen and understand each client's specific financial situation, preferences, and needs. Joseph coordinates with accountants and attorneys to ensure that all objectives are being met. He offers a wide range of services including investments, life insurance, trust and estate planning, and banking services from Bank of America. Joseph provides personalized service to a select group of clients and helps elderly clients organize their financial life and develop tax-efficient wealth transfer strategies. He is committed to attention to detail and outstanding customer service. Visit The Grieco Group website for more information. Joseph believes in building a personalized financial plan centered on your goals and what you want to achieve. His team is dedicated to building strong client relationships based on trust and personalized service. Get the latest investment insights, tips, and strategies from Merrill Lynch Wealth Management.

Premier Wealth Planning is a leading finance institution located at 107 Northern Boulevard in the bustling city of Great Neck, New York. Our dedicated team of financial experts are committed to helping our clients achieve their financial goals and secure their future wealth. With a personalized approach to financial planning, we offer a wide range of services including investment management, retirement planning, estate planning, and more. Trust Premier Wealth Planning to provide you with the guidance and expertise needed to make informed decisions and build a strong financial foundation.

Lauren Rosenberg-Moffitt is a financial advisor at Ameriprise Financial Services, LLC located at 98 Cuttermill Road, Great Neck, New York, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in asset management, investment strategies, estate planning, retirement planning, fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, military financial planning, and more. Lauren is dedicated to providing comprehensive and personalized financial advice to her clients, helping them achieve their financial goals and secure their financial future.

Michael Schwartz is a Financial Advisor at Ameriprise Financial Services, LLC located at 98 Cuttermill Road, Great Neck, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, financial planning, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial advice, Michael Schwartz is equipped to provide you with comprehensive and tailored financial solutions.

Peter Sanoulis is a Financial Advisor at Ameriprise Financial Services, LLC located at 111 Great Neck Road, Great Neck, New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. Peter specializes in providing financial advice to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethics and continuous education, Peter Sanoulis is dedicated to helping his clients achieve their financial goals.

Larry Jay Schwartz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 98 Cuttermill Road, Great Neck, New York, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Regular meetings are held to review progress, update strategies as life changes, and track your financial journey. You can access your investments and accounts from any device securely. Larry Jay Schwartz may only conduct securities business with residents of states in which he is properly registered. The institution offers an initial consultation on financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results. Members of this institution agree to abide by the terms of the Ameriprise Financial Website Rules and Regulations. Referrals are appreciated, and the institution will reach out to them soon. Privacy and security are a top priority at Ameriprise Financial Services, LLC.

Merrill Lynch Financial Advisor Mark V Alberti is a reputable financial institution located at 805 Northern Boulevard in Great Neck, New York, United States. As a finance institution, Merrill Lynch provides expert financial advice and services to help clients manage their investments and achieve their financial goals. With Mark V Alberti at the helm, clients can trust in his expertise and experience to guide them towards making informed financial decisions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Merrill Lynch Financial Advisor Mark V Alberti is dedicated to helping you navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Eric S Goodman is a reputable finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. Specializing in providing expert financial advice and services, the institution is known for its dedication to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Merrill Lynch Financial Advisor Eric S Goodman is committed to providing top-notch financial guidance to individuals and businesses alike.

Merrill Lynch Financial Advisor Frank Falco, located at 805 Northern Boulevard, Great Neck, New York, United States, is a finance institution dedicated to managing your wealth through a personalized approach. With a deep understanding of your financial goals and priorities, Frank Falco can create a flexible strategy tailored to today's market conditions. As part of the Merrill tradition, Frank is actively involved in the community through volunteer work. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals, supported by the global resources of Merrill. Frank's team consists of experienced individuals committed to building strong client relationships based on trust and personalized service.

Merrill 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.

Merrill Lynch Financial Advisor Mike Bi is a reputable finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With a focus on providing personalized financial advice and guidance, Merrill Lynch offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at Merrill Lynch is dedicated to helping you make informed decisions and secure your financial future. Contact Merrill Lynch Financial Advisor Mike Bi today to schedule a consultation and take the first step towards financial success.

Merrill Lynch Financial Advisor Camillo D'Angelo, located at 805 Northern Boulevard, Great Neck, New York, offers personalized wealth management strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Camillo D'Angelo can help you navigate the ever-changing market conditions and create a flexible financial strategy. As a part of the Merrill tradition of community involvement, Camillo volunteers with local organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis, a personalized plan can be developed centered on your aspirations and focused on achieving your desired outcomes. With a focus on understanding your priorities, family, and goals, Camillo D'Angelo works to create a financial approach that reflects your unique needs and situation. By utilizing the Investment Personality Assessment and ongoing conversations, Camillo can help you make informed investment decisions and adjust your financial approach as your life evolves. The goal is to help you manage, grow, and preserve your wealth while pursuing your financial objectives.

Merrill Lynch Financial Advisor Brian J Croutier, located at 805 Northern Boulevard, Great Neck, 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. They offer a Wealth Management Client Associate - Resident Director Assistant service, focusing on your family, goals, and priorities as they evolve over time. Through conversations, they help you identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. The team believes in achieving financial success by making investment decisions that align with your goals and values. They offer the Investment Personality Assessment to better understand your investing preferences and customize a financial approach to help you reach your goals. The Bresnahan Bosch Group aims to provide the resources of a prestigious wealth management firm with personalized service. They offer Merrill Personal Wealth Analysis™ to create a personalized plan centered on your goals. The team stays in touch to discuss any changes in your life or financial situation, ensuring you stay on track to achieve your goals. With a focus on your priorities and personalized advice, Merrill Lynch Financial Advisor Brian J Croutier is dedicated to helping you reach your financial goals.

Merrill Lynch Financial Advisor Thomas P Schalk is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. They prioritize understanding your goals and priorities through personalized conversations. They believe in helping you make investment decisions that align with your meaningful goals, whether it's planning for retirement, buying a home, funding education, or passing on wealth to future generations. Their team of experienced professionals uses the Investment Personality Assessment to tailor a financial approach to your preferences. They offer personalized plans, investment insights, and banking solutions to help you manage, grow, and preserve your wealth. With a focus on exemplary client service, they aim to build strong relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ and regular check-ins, they ensure your financial approach reflects changes in your life and the markets. They are committed to helping you achieve your goals and stay on track through personalized strategies and comprehensive financial solutions.

WFG Great Neck Financial Center is a leading finance institution located at 60 Cuttermill Road in the heart of Great Neck, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including wealth management, investment planning, and retirement strategies. With a focus on personalized solutions and excellent customer service, we strive to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how we can help you navigate the world of finance with confidence and success.

Merrill Lynch Financial Advisor John Huber 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 comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. At FCMH Wealth Management & Associates, clients can expect an uncommon level of wealth management, especially during critical financial junctures. The institution serves a diverse clientele from various backgrounds and industries, including senior-level corporate executives, physicians, attorneys, entrepreneurs, athletes, entertainers, and financial sponsor principals.