TOP 10 Financial access in New City, New York

Merrill Lynch Financial Advisor Sally Cai, located at 75 Rockefeller Plaza in New York, is a dedicated and experienced finance institution committed to building strong relationships with clients. Sally Cai, a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the Financial Services industry, focuses on servicing the needs of affluent families and businesses. Recognized by Forbes for her exemplary client service, Sally's wealth management approach is tailored to address the specific needs of each client, offering sound advice on creating long-term financial goals and implementing investment strategies. With access to the investment insights of Merrill Lynch Wealth Management and banking solutions from Bank of America, Sally works with clients to develop personalized plans to help achieve their financial goals. By starting with a conversation to understand each client's unique aspirations and priorities, Sally aims to provide disciplined strategies in all market cycles. Committed to community involvement and driven by a passion for delivering excellent service, Sally Cai is dedicated to helping clients pursue their financial goals and achieve long-term success.

Merrill Lynch Financial Advisor Brian J. Raimondi, located at 75 Rockefeller Plaza in New York, New York, is a premier finance institution 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, Brian Raimondi works closely with clients to develop a comprehensive financial plan that evolves with their changing needs and market conditions. As a Merrill Lynch Wealth Management Advisor, Brian Raimondi believes in building strong relationships with clients by understanding their values, aspirations, and financial objectives. Through in-depth conversations and personalized wealth management strategies, he helps clients navigate important financial decisions such as retirement planning, education funding, and legacy preservation.

Merrill Lynch Financial Advisor Jeffrey B Naschek is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. As your Merrill advisor, the focus is on connecting all aspects of your financial life to help prioritize and pursue the goals that matter most to you. Managing your wealth begins with a deep understanding of your full financial picture, and creating a flexible strategy based on your priorities and market conditions. The institution provides access to investment insights from Merrill and banking solutions from Bank of America. The team is actively involved in charitable organizations such as the Crohn's & Colitis Foundation of America. The advisors and Wealth Management Client Associates are dedicated to building strong client relationships based on trust and personalized service. The institution offers personalized wealth management strategies to help clients pursue their goals. The mission is to understand each client individually and design a personalized plan to help achieve financial goals while managing investment risk. By staying updated on changes in the client's life and financial markets, the institution aims to help clients stay on track towards their goals. Jeffery Naschek is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor certification. The institution provides investment insights, tips, and strategies to help clients live their best financial life.

Merrill Lynch Financial Advisor Steven J Kartchner, located at 75 Rockefeller Plaza in New York, United States, is dedicated to managing your wealth through a personalized and flexible financial strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Steven Kartchner can help you pursue your financial aspirations. By participating in the community and volunteering with local organizations, Kartchner demonstrates a commitment to understanding and meeting the unique needs of his clients. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he can develop a customized plan centered on your priorities and preferences. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Kartchner offers expertise and guidance to help you navigate the complexities of the financial landscape, ensuring that your goals are always at the forefront of the planning process. With a focus on building long-term relationships and staying informed of changes in your life and the market, Steven Kartchner is dedicated to helping you achieve your financial goals and live your best financial life.

Omni Financial Research is a finance institution located at 573 Golf Drive, Valley Stream, New York, United States. We serve businesses and individuals in Arizona, California, Florida, Maryland, New Jersey, New York, Pennsylvania, and Washington. Securities are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. Osaic Wealth is separately owned and any other entities mentioned are independent. This communication is intended for residents of specific states only. Please note that by accessing external websites linked here, you are assuming total responsibility and risk. We do not guarantee the completeness or accuracy of information provided on these sites, and we are not liable for any technical or system issues that may arise from accessing them.

Merrill Lynch Financial Advisor Glenn A Krevans is a finance institution located at 266 Merrick Road, Lynbrook, 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 Polakoff/Krevans team offers a strategy that puts clients at the center of the planning process, focusing on personal goals and priorities. With access to global investing capabilities and banking solutions, the team assists in identifying and prioritizing personal goals such as education funding, retirement planning, health care costs, and wealth preservation. A personalized financial strategy is developed aligned with client goals, aiming to manage, grow, and preserve wealth. The team believes in a dynamic wealth management process that evolves with clients' changing needs and goals. By understanding clients' aspirations and priorities, the team creates a financial approach that reflects their investment personality and is built around life priorities. The Investment Personality Assessment is used to customize the financial approach to help clients pursue what matters most to them. Regular check-ins and adjustments to the financial approach ensure clients stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors help clients navigate the complexities of their financial lives to pursue their goals.

but it is certainly worth considering. "The Merrill Lynch Financial Advisor Jeremy Jacobs" institution, located at 266 Merrick Road, Lynbrook, New York, United States, is dedicated to managing your wealth with a personalized and flexible strategy tailored to your unique financial goals. The institution offers access to investment insights from Merrill and banking solutions from Bank of America, ensuring a comprehensive approach to wealth management. The team at Merrill Lynch Wealth Management, led by Jeremy Jacobs, is committed to building strong client relationships based on trust and personalized service. By conducting a Merrill Personal Wealth Analysis™, the institution can develop a personalized plan centered on your goals and priorities. With a focus on understanding your financial aspirations and priorities, the institution aims to help you achieve your goals through a tailored financial approach. Through ongoing discussions and adjustments to your financial plan, the institution ensures that your approach reflects changes in your life and the financial markets. With a mission to understand you and what matters most to you, the institution offers a personalized approach to managing investment risk and turning your goals into reality. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, the institution can help you develop a plan to address your financial needs. With a dedicated Merrill advisor by your side, you can benefit from personalized investment strategies and comprehensive financial solutions to help you pursue your goals. Contact "The Merrill Lynch Financial Advisor Jeremy Jacobs" institution today to start building a customized investment approach that reflects your unique needs and priorities.

Merrill Lynch Financial Advisor Jonathan Polakoff is a finance institution located at 266 Merrick Road, Lynbrook, 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 team focuses on your family, goals, and priorities, adapting to changes over time. By offering access to global investing capabilities and banking solutions, they can help identify and prioritize your personal financial goals, whether it's funding education, planning for retirement, or preserving wealth. The team believes in a personalized financial strategy that reflects your unique goals and investment personality. They offer the Merrill Personal Wealth Analysis™ to develop a plan centered on your goals. With regular check-ins and adjustments, they aim to help you stay on track to achieve what matters most to you. The team is committed to helping you reach your goals through a dedicated, one-on-one relationship based on personalized investment strategies and comprehensive financial solutions.

Merrill 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.

Merrill Lynch Financial Advisor Brandt Cybul is located at 75 Rockefeller Plaza in New York, New York, United States. Brandt has been in the finance industry since 2007 and joined Merrill Lynch Wealth Management in 2018. He offers personalized investment advice to help clients achieve their financial goals for both personal and business needs. With a focus on honesty, loyalty, and respect, Brandt believes in building long-term relationships with his clients. Brandt holds various registrations and licenses, including FINRA Series 7, 63, and 65, as well as NY Life & Health insurance. He is dedicated to providing tailored financial solutions to help clients manage, grow, and preserve their wealth. By understanding each client's unique goals and priorities, Brandt creates personalized plans to address their financial needs. With access to the resources of Merrill and Bank of America, Brandt's team is committed to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Brandt Cybul to start planning for your financial future today.

Merrill Lynch Financial Advisor Kurt Kempkes is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. The Heptig Kempkes Group believes in building strong relationships through teamwork and involvement, offering financial advice and guidance to clients. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, the institution aims to be your primary source for financial planning. The team at Merrill Lynch can help you identify and prioritize your financial goals, whether it's funding education, planning for retirement, covering healthcare costs, or preserving wealth. By creating a personalized financial strategy aligned with your goals, the advisors work to help you manage, grow, and preserve your wealth. The institution offers a transparent and disciplined approach to managing wealth, putting you at the center of the process. With the support of Merrill's investment insights and Bank of America's banking solutions, the team is dedicated to helping you pursue your goals and navigate life's inevitable changes. Through one-on-one relationships with Merrill Lynch Wealth Management Advisors, you can receive personalized investment strategies tailored to your needs and aspirations. Let the team at Merrill Lynch Financial Advisor Kurt Kempkes help you achieve your financial goals and live your best financial life.

Merrill Lynch Financial Advisor Margot R Michalski, located at 75 Rockefeller Plaza, New York, United States, offers personalized wealth management planning for affluent clients. With a team of Merrill specialists, they provide customized financial recommendations for various needs such as investments, retirement planning, estate planning, college planning, and asset management. Margot Michalski, a Certified Financial Planner with over 20 years of experience, leads the team in building strong client relationships based on trust and personalized service. They believe in understanding each client's goals and priorities to create a financial approach that reflects their unique needs. With access to global resources, they offer comprehensive financial solutions to help clients achieve their goals and navigate the complexities of the financial markets. By staying in touch with clients and regularly reviewing their financial approach, the team at Merrill Lynch Wealth Management strives to help clients stay on track and achieve what matters most to them.

Merrill Lynch Financial Advisor R. Jason Hutton is a prestigious finance institution located in New York, United States. Situated at 200 Park Avenue, 34th Floor, Grand Central/Metlife Building, New York, NY 10166, this institution prides itself on its team of experienced advisors who have been recognized by financial industry publications and Bank of America Corporation. The advisors at Merrill Lynch are dedicated to providing exemplary client service and setting the standard for excellence in the industry. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. Each relationship begins with a conversation to identify and prioritize the goals that matter most to the client. With access to a breadth of potential solutions, premier customer service, and financial tools tailored to each client's unique circumstances, Merrill Lynch strives to help clients achieve their financial goals.

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 Robert R. Bratman is a finance institution located at 200 Park Avenue, New York, New York, United States. The team is dedicated to understanding your values and helping you achieve your financial goals. With a focus on one-on-one communication, they strive to create personalized plans that align with your individual and family needs. Robert R. Bratman, a Chartered Retirement Planning Counselor℠ (CRPC®), has extensive experience in providing comprehensive planning strategies to high net worth individuals and their families. He specializes in working with attorneys at top-tier law firms and navigating complex financial situations. Robert is also a Senior Portfolio Advisor who can manage custom investment strategies to help clients pursue their objectives.

Holiday Inn Manhattan - Financial District, an IHG Hotel, is a modern and stylish lodging option located in the heart of New York City's bustling Financial District. Situated at 99 Washington Street, this hotel offers convenient access to popular attractions such as the Statue of Liberty, Wall Street, and the 9/11 Memorial. The hotel features comfortable and well-appointed rooms, a fitness center, a business center, and an on-site restaurant serving delicious cuisine. Whether you are visiting for business or leisure, Holiday Inn Manhattan - Financial District provides a welcoming and convenient stay in the vibrant city of New York.

Merrill Lynch Financial Advisor Scott J Koppelman, located at 1325 Franklin Avenue in Garden City, New York, offers a comprehensive approach to managing wealth. Scott focuses on understanding each client's needs and goals to create personalized strategies. With access to Merrill's investment insights and Bank of America's banking services, he helps address various financial aspects of clients' lives. Scott is dedicated to providing excellent service and assisting clients in pursuing their financial goals. He is actively involved in volunteering within the community and believes in building relationships through meaningful conversations to tailor financial plans to each client's aspirations. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Scott ensures that every financial approach is customized to help clients achieve their goals and adapt to changes in their lives. With a focus on understanding clients' priorities, Scott works to develop and implement personalized plans that manage risk and help turn goals into reality. As a Chartered Retirement Planning Counselor™, Scott is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch Wealth Management Advisors like Scott provide personalized investment strategies and comprehensive financial solutions to address clients' needs and pursue their goals.

Pamphiles Financial Group, LLC, located at 70 East Sunrise Highway in Valley Stream, New York, is a finance institution dedicated to helping individuals navigate their financial responsibilities and achieve their goals. With a focus on understanding the personal and emotional aspects of money management, our financial professionals can provide tailored solutions to address your unique needs. From budgeting tips to preparing for unexpected expenses, we offer a range of resources to empower you to take control of your financial situation. Westley Pamphile, an agent licensed with New York Life Insurance Company, is committed to guiding clients through important life events such as marriage and divorce, ensuring they are financially prepared for the future. As a member of the Million Dollar Round Table, we uphold the highest standards of excellence in the insurance and financial services industry. Please note that Pamphiles Financial Group, LLC is not owned or operated by New York Life Insurance Company, and we do not provide tax, legal, or accounting advice. Consult your own professional advisors before making any decisions. Visit our website to access calculators, videos, and more valuable resources to support your financial journey.

Merrill Lynch Financial Advisor Alexander Oliner, located at 1325 Franklin Avenue, Garden City, New York, United States, is a dedicated institution in the finance industry. With over 10 years of experience, Alexander joined Merrill Lynch Wealth Management in 2017. He specializes in understanding the priorities of high-net-worth individuals and families, offering personalized attention and customized investment strategies. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Alexander helps address various aspects of clients' financial lives. Services include asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning. Investment strategies may include equities, fixed income, alternative investments, ETFs, and more. Alexander is a qualified Portfolio Advisor holding Series 7, 55, and 66 FINRA registrations. He is fluent in Hebrew and a graduate of Fordham Law School and Yeshiva University. Alexander is committed to community involvement and volunteering. The institution offers the Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals. Financial advisors at Merrill Lynch Wealth Management focus on family, goals, and priorities, adapting to changes over time. The institution offers tools and resources to help clients track changes in their financial approach and stay on track to achieve their goals. By developing personalized plans and addressing clients' individual needs, Alexander aims to help clients manage, grow, and preserve their wealth. As a Merrill Lynch Wealth Management Advisor, Alexander prioritizes understanding clients' needs and goals to provide tailored solutions. The institution offers comprehensive financial solutions and personalized investment strategies to help clients pursue their financial goals. Through a dedicated one-on-one relationship, clients can navigate financial complexities and achieve their desired outcomes. Investing with Merrill Lynch involves risk, and past performance does not guarantee future results. Alexander Oliner is registered to do business in DE, FL, NJ, NY, VT.

Merrill Lynch Financial Advisor Michael Schneider is a reputable institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over thirty years of experience in the financial services industry, Michael Schneider offers personalized financial strategies to high-net-worth individuals, families, and small business owners. He holds a Bachelor of Science degree from Lehigh University, an MBA from New York University, and is a Certified Public Accountant. Schneider's dedication to providing thoughtful financial advice and utilizing Merrill Lynch Wealth Management's comprehensive platform sets him apart in the industry. As a Merrill Lynch Wealth Management Advisor, Michael Schneider prioritizes understanding his clients' goals and priorities to create a tailored financial approach. He believes in building long-term relationships with clients, adapting to changes in their lives and the financial markets. Through comprehensive investment strategies and access to Bank of America's banking solutions, Schneider helps clients manage, grow, and preserve their wealth while pursuing their financial goals.

Westco Financial Group, located at 77 Hempstead Avenue, Lynbrook, New York, is a comprehensive accounting, finance, and insurance agency. Our goal is to help you understand the opportunities and potential rewards that come with taking a proactive approach to your personal financial situation. Through our website, we aim to provide a better understanding of financial concepts related to insurance, investing, retirement, estate planning, and wealth preservation. We believe in the value of working with skilled professionals to help you achieve your financial goals. Westco Investment Corp is a Registered Broker/Dealer and a member of FINRA and SIPC. Westco Advisory Services, Inc. is an SEC Registered Investment Advisor. Visit our website to access Form CRS, broker-dealer firm brochures, and professional background information. Watch informative videos and use our calculators to enhance your financial knowledge. Trust Westco Financial Group to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Ryan Meca is a trusted institution located at 1325 Franklin Avenue, Garden City, New York, United States. Specializing in finance, Ryan Meca is dedicated to managing your wealth by creating personalized strategies tailored to your goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Ryan Meca can help you pursue your financial aspirations and navigate changing market conditions. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed to help you achieve your goals and priorities over time. By understanding your unique investment personality and preferences, Ryan Meca can customize a financial approach that aligns with your values and aspirations. With a focus on building long-term relationships, Ryan Meca is committed to helping you stay on track and adapt to life changes and market fluctuations. Let Ryan Meca guide you towards financial success and help you live your best financial life.

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 Conor E Reeves is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution offers a wide range of investment solutions from Merrill and banking products from Bank of America. Senior Vice President and Wealth Management Advisor Conor Reeves works closely with individuals and families to identify their financial goals and life priorities. He has earned national recognition as a Financial Advisor and holds the CERTIFIED FINANCIAL PLANNER™ certification. Conor brings fresh perspectives to financial planning and is committed to personalized, responsive, and hardworking service. He is dedicated to helping clients make informed decisions as they pursue their financial goals. With access to the investing insights of Merrill and banking capabilities of Bank of America, Merrill Lynch Financial Advisor Conor E Reeves provides comprehensive financial guidance to help clients build a secure future for themselves and their families. Please note that investing involves risk and it is important to consult with legal and tax advisors before making any financial decisions.

Merrill Lynch Financial Advisor Pat Zinnanti, located at 1325 Franklin Avenue, Garden City, New York, United States, is a finance institution focused on building strong client relationships based on trust and personalized service. Every relationship begins with a conversation to identify and prioritize your goals, whether it's transferring wealth, planning for retirement, or funding a child's education. The institution believes in understanding you personally to create a financial approach that reflects your personality and helps you achieve your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop a customized strategy to address your financial needs. The team of talented individuals at Merrill Lynch Wealth Management Advisors is committed to helping you navigate the complexities of your financial life and pursue your goals. Whether you need help managing fluctuations in the market or changes in your life, they are there to guide you every step of the way. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Pat Zinnanti is dedicated to helping you live your best financial life.

Merrill Lynch Financial Advisor Matthew Hughes is a finance institution located at 100 Jericho Quadrangle, Jericho, New York, United States. The Gatto, Gatto, Hughes Group at this institution believes in building strong relationships through teamwork and involvement. They offer access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The advisors at Merrill Lynch Financial Advisor Matthew Hughes are dedicated to providing personalized financial advice and guidance to help clients achieve their goals. With a focus on understanding each client's unique needs and priorities, the team at this institution works to create customized financial plans that reflect the individual's personality and aspirations. They offer a range of services, from retirement planning to wealth management, to help clients manage, grow, and preserve their wealth. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. By staying on top of changes in the financial markets and in clients' lives, they aim to help clients stay on track to achieve their financial goals. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Matthew Hughes is dedicated to helping clients live their best financial lives.

Merrill Lynch Financial Advisor Jesse M Silver is a prestigious finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Merrill is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The institution offers personalized financial services tailored to each client's unique goals and priorities, with a focus on building strong client relationships based on trust and personalized service. The team at Merrill Lynch Wealth Management is comprised of talented and experienced individuals who are committed to helping clients achieve their financial objectives. By getting to know each client personally and understanding their investing preferences, the advisors at Merrill develop customized financial approaches to help clients pursue their goals. The institution offers a range of services, including investment planning, retirement planning, wealth management, and more. With access to the resources of Merrill and Bank of America, clients can benefit from comprehensive financial solutions designed to address their specific needs. Whether you are planning for retirement, saving for a major purchase, or considering wealth transfer, Merrill Lynch Financial Advisor Jesse M Silver is dedicated to helping you achieve your financial goals.

Blue Chip Financial Corp. is a finance and insurance agency located at 200 Broadhollow Road in Melville, New York, United States. As a part of Cetera Wealth Partners, a region of Cetera Advisor Networks, we provide answers to some of life's most important questions. Our services include securities and advisory services offered through Cetera Advisor Networks LLC, a broker/dealer and Registered Investment Adviser. Our team consists of Registered Representatives and Investment Adviser Representatives who offer brokerage services, investment advisory services, or both. Visit our website to access interesting calculators and learn more about our business continuity and order routing practices. Trust Blue Chip Financial Corp. for expert financial guidance and personalized solutions.

Merrill Lynch Financial Advisor Philip Siegel is located at 1305 Walt Whitman Road in Melville, New York, United States. With a focus on wealth planning, Phil brings innovative ideas to successful individuals in various industries, such as sports and entertainment, technology, and healthcare. He is dedicated to building strong relationships with his clients and helping them make important financial decisions for themselves and their families. Phil is a Certified Financial Planner™ and Chartered Retirement Planning CounselorSM, with a Bachelor's degree in Finance from The George Washington University. He believes in a defined process for building wealth, emphasizing strategies that can create long-term results. Phil works closely with clients to understand their goals, risk tolerance, and investment objectives, creating personalized asset allocation plans that may include dividend-paying stocks, technology companies, ETFs, and alternative investments.

Merrill Lynch Financial Advisor PATRICK CONROY, located at 1305 Walt Whitman Road in Melville, New York, is dedicated to managing your wealth with a personalized approach. By understanding your financial goals and priorities, Patrick Conroy can create a flexible strategy tailored to your needs. With 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. Conroy is committed to participating in the community and volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and aspirations. By taking the time to get to know you and your investment style, Patrick Conroy can prioritize your goals and create an individualized plan to reflect your needs. With a focus on proactive communication and personalized service, he aims to exceed your expectations and help you achieve financial success. Whether you're planning for retirement, buying a home, or funding education, Conroy's personalized approach can help you navigate the complexities of the financial market and guide you towards your goals. As a Merrill Lynch Wealth Management Advisor, he offers personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals. With a commitment to staying on track and adapting to changes in your life, Conroy can help you achieve your financial aspirations. Contact Merrill Lynch Financial Advisor PATRICK CONROY to start building your personalized financial strategy today.