TOP 10 Family office wealth managers in Merrick, New York

The Law Office of Audrey A. Mars, P.C. is a reputable legal institution located at 303 Merrick Road in Lynbrook, New York. Specializing in various areas of law, including family law, estate planning, and real estate law, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. With a commitment to professionalism, integrity, and personalized attention, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Objective Wealth Management is a finance institution located at 50 Merrick Road in Rockville Centre, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We provide objective advice and guidance to help clients navigate the complexities of the financial world and make informed decisions. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Objective Wealth Management is here to help you every step of the way.

Merrill Lynch Wealth Management is a finance institution located at 266 Merrick Road, Lynbrook, New York. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We take the time to understand your priorities, retirement goals, education funding, business issues, cash management, and credit strategies. Our branch offers access to Merrill's investing resources and Bank of America's banking convenience to create a framework for addressing financial challenges. We are committed to transparency, trust, and openness, and our advisor teams strive to develop intimate relationships with clients to discuss a wide range of financial needs. Through volunteerism and charitable outreach, we support the communities where we live and work. Our culture is dedicated to providing training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice to help clients pursue their financial goals. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering the skills and knowledge needed to assist individuals in pursuing their unique financial goals. Please consult legal and tax advisors before making any financial decisions. We offer a broad range of brokerage, investment advisory, and other services. Remember that investing involves risk, and past performance does not guarantee future results.

Alain Martin - TD Wealth Financial Advisor is a reputable finance institution located at 275 West Merrick Road in Valley Stream, New York, United States. As a trusted financial advisor, Alain Martin provides expert guidance and personalized wealth management services to help clients achieve their financial goals. With a strong focus on customer satisfaction and financial success, Alain Martin is dedicated to providing top-notch financial advice and solutions to individuals, families, and businesses. Contact Alain Martin - TD Wealth Financial Advisor today to start planning for a secure financial future.

Jonathan London is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States. Jonathan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. He is also a Certified Divorce Financial Analyst and a Certified Kingdom Advisor®, demonstrating his commitment to providing comprehensive financial planning services tailored to individual needs. With a focus on ethical practices and continuing education, Jonathan London is dedicated to helping clients achieve their financial goals and secure their financial future.

Ideal Wealth Management is a premier finance institution located at 2116 Merrick Avenue in Merrick, New York, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your assets, plan for retirement, or protect your investments, Ideal Wealth Management is here to provide expert guidance and support. Trust us to help you secure your financial future.

JOSEPH A MOCNIAK JR - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4510 Merrick Road, Massapequa, New York, United States, is a prestigious finance institution offering a wide range of services to individuals seeking expert financial advice. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the institution ensures that their advisors are highly qualified and knowledgeable in areas such as asset management, estate planning, retirement planning, and investment strategies. The institution also provides specialized services for domestic partners, seniors, retirees, and small business owners. Whether you are looking for advice on fixed-rate and variable annuities, estate planning, or long-term care insurance, the experienced advisors at JOSEPH A MOCNIAK JR - Private Wealth Advisor, Ameriprise Financial Services, LLC, are here to help you make informed financial decisions tailored to your individual needs.

ODIFINANCIAL is a leading finance institution located at 700 Merrick Road in Lynbrook, New York. We specialize in providing a wide range of financial services to our clients, including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, ODIFINANCIAL is your trusted partner in navigating the complexities of the financial world. Visit us today to see how we can help you secure your financial future.

John Hancock Financial Network is a leading financial institution located at 100 Merrick Road in Rockville Centre, New York. As a part of the renowned John Hancock brand, the network offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a strong focus on personalized advice and tailored solutions, John Hancock Financial Network is committed to providing top-notch financial planning, investment management, and insurance services to its clients. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, the experienced professionals at John Hancock Financial Network are here to help you every step of the way.

Merrill Lynch Financial Advisor Simon Alexander, located at 266 Merrick Road, Lynbrook, New York, United States, offers personalized financial approaches to help clients pursue their most important goals. Whether planning for retirement, managing future expenses, or transferring wealth to future generations, the AlexanderSacks Group is committed to understanding clients' priorities and aspirations. By utilizing Merrill analytics and Bank of America's products and services, the group creates customized plans tailored to individual needs. The team focuses on Goals Based Wealth Management, emphasizing collaboration, transparency, and integrity in client relationships. Through the Investment Personality Assessment, clients can refine their investing preferences to align with their goals. With a dedicated team of experienced professionals, Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to help clients achieve their goals.

Merrill 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.

Harry Katz & Associates is a reputable finance institution located at 303 Merrick Road in Lynbrook, New York. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we have the knowledge and experience to guide you every step of the way. Trust Harry Katz & Associates to provide personalized financial solutions tailored to meet your unique needs.

Edward Jones - Financial Advisor: Steven Katz is a reputable finance institution located on Merrick Road in Seaford, New York, United States. As a trusted financial advisor, Steven Katz provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, clients can feel confident in their financial future with the guidance of Steven Katz at Edward Jones.

Lipke Alan D CPA is a professional accounting firm located at 108 Merrick Road in Lynbrook, New York. Specializing in accounting, finance, health, insurance, and travel services, our experienced team is dedicated to providing exceptional financial solutions for individuals and businesses. Whether you need help with tax preparation, financial planning, insurance coverage, or travel arrangements, Lipke Alan D CPA is here to help. Contact us today to schedule a consultation and see how we can assist you with all your financial needs.

Marino, Goetz & Associates is a finance institution located at 607 Merrick Road in Rockville Centre, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with investments, retirement planning, or estate planning, Marino, Goetz & Associates can provide personalized solutions to meet your financial goals. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in managing your financial future.