TOP 30 Financial advisor firm in Kings Park, New York

4 results found

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.

342 Accounting & Tax Service is a reputable financial institution located at 211 Ardito Avenue in Kings Park, New York, United States. Specializing in accounting and tax services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complex world of finances with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, 342 Accounting & Tax Service is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial goals.

GCS Tax Service, located at 80 East Main Street in Kings Park, New York, specializes in personal and small business tax returns. With over 25 years of experience, our dedicated team provides tax and financial services tailored to meet the specific needs of each client. Our goal is to not only prepare your tax return accurately, but to also be there year-round for all your financial and tax planning needs. We pride ourselves on providing personal and trustworthy service, treating our clients with courtesy and integrity. Let GCS Tax Service help you navigate your financial future and build a long-term relationship with you.

Welcome to Jacoby & Meyers, LLP – Your Trusted Bronx Personal Injury Attorneys Located at 2488 Grand Concourse, The Bronx, New York, Jacoby & Meyers, LLP is a leading law firm specializing in personal injury cases. With a commitment to providing high-quality legal representation, our experienced team of attorneys is dedicated to helping victims of negligence secure the compensation they deserve.