Financial advisor benefits in Kings Park, New York

Merrill Lynch Financial Advisor Adam G Wood is a finance institution located at 50 New York 111, Smithtown, New York, United States. Adam is an estate planning attorney turned financial advisor, with a background in running a successful law firm for nearly ten years. He specializes in guiding affluent entrepreneurs, business founders, and executives through key financial decisions, leveraging his knowledge and the resources of Merrill and Bank of America. Adam focuses on creating personalized wealth planning strategies to help clients achieve their goals for financial, business, philanthropy, and intergenerational wealth. He is dedicated to removing clients' emotional burdens and helping them follow a mutually agreed-upon strategy. Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor's degree from University of Scranton. He is also actively involved in his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, live in Kings Park, New York, with their two daughters and a son. At Merrill Lynch Wealth Management, the focus is on building and documenting personalized plans centered on clients' goals and priorities. The institution believes in a values-based approach to financial planning and aims to help clients achieve emotional fulfillment and lasting financial stability. By managing clients' decisions around money, rather than just their money, the institution seeks to unlock multiples of value for clients. Adam Wood is registered to do business in several states including CA, CT, FL, MA, NJ, NY, OH, PR, and TN. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.

Professional Liability Pros is an insurance agency located at 121 Pulaski Road in Kings Park, New York. We specialize in providing professional liability insurance for a wide range of industries, including healthcare, legal, financial services, and more. Our team of experienced agents understands the unique risks and challenges that professionals face in their line of work, and we are dedicated to helping our clients find the right coverage to protect their assets and reputation. Whether you are a small business owner or a large corporation, Professional Liability Pros is here to help you navigate the complex world of insurance and ensure that you have the coverage you need. Contact us today to learn more about our services and how we can help you protect your business.

Michael B Gordon, CPA is a reputable accounting and finance institution located at 21 Pulaski Road in Kings Park, New York, United States. With years of experience and expertise in the field, Michael B Gordon, CPA offers a wide range of services including tax preparation, bookkeeping, financial planning, and more. Their team of professionals is dedicated to providing top-notch financial solutions tailored to meet the individual needs of each client. Whether you are a small business owner or an individual looking for financial guidance, Michael B Gordon, CPA is the go-to institution for all your accounting and finance needs.