Financial advisor for long term goals in New York

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 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.

Merrill Lynch Financial Advisor John C Varricchio is a trusted finance institution located at 266 Merrick Road in Lynbrook, New York, United States. With years of experience in the industry, John C Varricchio offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Merrill Lynch Financial Advisor John C Varricchio is committed to providing top-notch service and guidance every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Jonathan Abrams is a Financial Advisor at Ameriprise Financial Services, LLC located at 265 Sunrise Highway, Rockville Centre, 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®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, Chartered Financial Consultant®, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in areas such as asset management, estate planning, retirement planning, investment analysis, and more. Jonathan is dedicated to providing personalized financial advice and helping individuals achieve their financial goals.

Simon Quick Advisors, LLC, located in Garden City, New York, is a leading independent registered investment advisor (RIA) that specializes in providing customized financial planning and investment solutions. Our team of experienced advisors tailor wealth management strategies to meet the unique needs, preferences, and objectives of each client. With a focus on individualized attention and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment management, or estate planning services, our Garden City financial advisors are here to help you navigate the complexities of the financial world and make informed decisions. Trust Simon Quick Advisors to be your partner in building and preserving your wealth."

Mirquest Financial LLC is a finance institution located at 1981 Marcus Avenue, New Hyde Park, New York, United States. Our representatives offer a range of products and services under the business names MirQuest Financial, LLC for insurance and financial services, Ameritas Investment Company, LLC (AIC) for securities and investments, and Ameritas Advisory Services (AAS) for investment advisory services. AIC and AAS are not affiliated with MirQuest Financial, LLC. Visit our website to watch interesting videos and learn more about our offerings. Check the background of our investment professionals for your peace of mind.

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.

Premier Wealth Advisors, LLC is a finance institution located at 626 RXR Plaza in Uniondale, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer personalized wealth management services, investment strategies, and financial planning to individuals, families, and businesses. At Premier Wealth Advisors, LLC, we strive to provide expert guidance and support to help our clients build and protect their wealth. Contact us today to schedule a consultation and start planning for a brighter financial future.

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.

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.

JRF Asset Advisors, LLC is a leading finance institution located at 100 Quentin Roosevelt Boulevard in Garden City, New York, United States. With a team of experienced financial advisors, JRF Asset Advisors, LLC offers a wide range of investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, JRF Asset Advisors, LLC is committed to providing personalized solutions tailored to your specific needs. Trust in JRF Asset Advisors, LLC for expert financial guidance and support.

Kuttin Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 100 Quentin Roosevelt Boulevard in Garden City, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we will discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your goals. Please visit our website for important disclosures and regulations, and feel free to refer your friends and family members to us for financial advice. We look forward to meeting with you to discuss what's most important to you.

Valentino A Scaramuzzo - Financial Advisor, Ameriprise Financial Services, LLC, located at 401 Franklin Avenue, Garden City, New York, United States, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Valentino A Scaramuzzo is equipped to assist individuals with asset management, retirement planning, estate planning, investment strategies, and insurance products. The institution also provides specialized services for domestic partners, estate planners, high net worth clients, seniors, and those planning for retirement. With a focus on comprehensive financial planning, Valentino A Scaramuzzo is dedicated to helping clients make informed decisions and achieve their financial goals.

MLS Financial Planning is a reputable finance institution located at 17 Cherokee Street in Massapequa, New York. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to save for retirement, plan for your child's education, or grow your investments, we are here to guide you every step of the way. Trust MLS Financial Planning to provide you with the tools and resources you need to secure a stable financial future.

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 Steven Scher, located at 1325 Franklin Avenue in Garden City, New York, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With a focus on risk management, retirement income strategies, long-term care, wealth transfer, and more, Steven and his team are committed to providing top-tier service and advice to help you pursue the life you envision. With a background in finance since 1999 and a dedication to improving the quality of his clients' lives, Steven works closely with each individual to create a customized wealth management plan. By utilizing resources available at Merrill Lynch Wealth Management and Bank of America, Steven aims to help clients achieve their financial goals and navigate the complexities of the market. Through ongoing conversations and personalized guidance, Steven helps clients adapt their financial approach to reflect changes in their lives and achieve their long-term objectives. With Merrill Lynch, you can count on a dedicated advisor who puts your needs first and helps you navigate the financial landscape with confidence.

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.

The Long Island Planning Group, located at 6800 West Jericho Turnpike in Syosset, New York, is a finance institution founded by Robert Israel in 1975. Specializing in offering a wide range of financial products and services, the institution helps clients coordinate their life insurance, health insurance, disability insurance, and long-term care insurance needs with their financial goals. The team at Long Island Planning Group works with both individuals and businesses to create diversified portfolios that align with their specific objectives. The main goal of the institution is to establish and maintain long-term relationships with clients by understanding their needs and offering experienced financial advice and strategies. Collaboration with clients' advisors such as CPAs, attorneys, bankers, trustees, and trust officers is a key part of their team-oriented approach. Periodic reviews are conducted to ensure that clients' financial goals are being pursued effectively, even as they evolve over time.

Comprehensive Financial Strategies is a leading finance institution located at 1000 Woodbury Road in Woodbury, New York, United States. Our team of experienced financial advisors offers a wide range of services to help individuals and businesses achieve their financial goals. From retirement planning to investment management, we provide personalized strategies tailored to each client's unique needs. With a commitment to excellence and a focus on long-term success, Comprehensive Financial Strategies is dedicated to helping our clients secure a stable financial future.

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.

WealthBridge Financial Group is a leading finance institution located at 225 Broadhollow Road in Melville, New York. With a strong focus on wealth management and financial planning, our team of experts are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, WealthBridge Financial Group offers personalized solutions tailored to your specific needs. Trust us to bridge the gap between where you are now and where you want to be financially.

United Financial Wealth Management is a leading finance institution located at 170 Little East Neck Road in West Babylon, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. With a focus on personalized attention and tailored solutions, we strive to provide our clients with the tools and expertise needed to navigate the complexities of the financial world. Trust United Financial Wealth Management to guide you towards a secure and prosperous financial future.

Merrill Lynch Financial Advisor Brian J Campbell, located at 300 Broadhollow Road in Melville, New York, offers a wide range of financial services to clients in the United States. With over 35 years of experience, Brian provides concierge service and guidance to a variety of clients including Endowments, Charitable organizations, Corporate Executives, Family Trusts and Individual Investors. Through a goals-based approach and access to specialists in various areas, Brian tailors investment strategies and risk management solutions to meet the unique needs of each client. Brian holds several FINRA registrations and designations, including Chartered Retirement Planning Counselor (CRPC) and Senior Portfolio Advisor. He is actively involved in various charitable organizations and brings a wealth of experience and expertise to his clients. With the support of the Bank of America Private Bank, Brian and his team provide specialized services in wealth structuring, estate planning, philanthropy, and investment management.

Harbour Financial is a reputable finance institution located at 535 Broadhollow Road in Melville, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust Harbour Financial to guide you towards a secure financial future.

Insignis Financial Group LLC is a leading finance institution located at 200 Broadhollow Road in Melville, New York, United States. Specializing in a wide range of financial services, including investment management, financial planning, and wealth management, Insignis Financial Group LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, clients can trust Insignis Financial Group LLC to provide expert guidance and support for all their financial needs.

Don DeVitto - RBC Wealth Management Financial Advisor is a prestigious financial institution located in the heart of Rochester, New York. Our team of experienced professionals are dedicated to providing personalized wealth management services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of investment solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Don DeVitto - RBC Wealth Management Financial Advisor is here to guide you every step of the way. Visit us at 80 Linden Oaks to learn more about how we can help you secure a brighter financial future.

MassMutual Financial Group is a reputable finance institution located at 305R West Commercial Street in East Rochester, New York, United States. With a strong presence in the financial industry, MassMutual offers a wide range of services including insurance, retirement planning, investment management, and more. Known for their commitment to helping individuals and businesses achieve their financial goals, MassMutual is a trusted partner for those seeking expert financial guidance and support.

Empire Financial Associates LLC is a leading finance institution located at 1832 Western Avenue in Albany, New York. With a team of experienced professionals, Empire Financial Associates LLC provides a wide range of financial services to individual and corporate clients. Whether you are looking for investment advice, retirement planning, or wealth management solutions, Empire Financial Associates LLC is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.