TOP 30 Financial advisor for long term goals in New York, New York

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Merrill Lynch Wealth Management, located at 1325 Franklin Avenue in Garden City, New York, is a leading finance institution dedicated to helping clients align their investments with their personal values and financial goals. The experienced advisors at this branch offer a wide range of wealth management services, including retirement income planning, guidance on stock positions, and access to estate planning services. Through volunteerism and charitable outreach, the branch actively supports the local community and nonprofit organizations. Clients of Merrill Lynch have access to industry-skilled advisors, a disciplined wealth planning platform, and the technological resources of a global financial services firm to help them pursue their financial and life goals.

John G. Sassone, CFP / Janney Montgomery Scott is a reputable financial institution located at 1001 Franklin Avenue in Garden City, New York, United States. Specializing in providing comprehensive financial planning services, they are dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, including Certified Financial Planners, they offer personalized investment strategies tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, John G. Sassone, CFP / Janney Montgomery Scott is committed to providing expert guidance and support every step of the way.

Integrity Capital Group is a reputable finance institution located at 29 Broadway in Lynbrook, New York, United States. With a focus on integrity and trustworthiness, they provide a range of financial services to individuals and businesses. Whether you are looking for investment advice, wealth management, or assistance with loans, Integrity Capital Group is dedicated to helping clients achieve their financial goals. Their experienced team of professionals is committed to providing personalized solutions and exceptional customer service. Visit Integrity Capital Group today to see how they can help you secure a stable financial future.

Robert Cappello - Raymond James is a reputable finance institution located at 100 Quentin Roosevelt Boulevard in Garden City, New York, United States. With a strong focus on providing top-notch financial services, the institution is known for its expertise in investment strategies, wealth management, and financial planning. Clients can expect personalized attention and customized solutions to help them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Robert Cappello - Raymond James is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

Bryan’s Empire Primerica is a finance institution located at 25 Atlantic Avenue in Lynbrook, New York, United States. Our dedicated team of financial experts is committed to helping individuals and families achieve their financial goals through personalized financial planning and investment strategies. With a focus on education and empowerment, we strive to provide our clients with the tools and knowledge they need to secure their financial future. Whether you are looking to save for retirement, buy a home, or invest for the future, Bryan’s Empire Primerica is here to help you every step of the way. Visit us today to start building a solid financial foundation for tomorrow.

Statera Wealth Solutions, located at 25 Carle Road in Westbury, New York, is a finance institution that is dedicated to empowering clients towards optimal Financial Balance®. By changing the conversation about personal finance, Statera Wealth Solutions brings clarity and honesty to the table. Their unique approach focuses on a macro-economic philosophy that provides a holistic view of your entire financial landscape, making it easier to have authentic conversations about financial strategies. Unlike traditional financial institutions, Statera Wealth Solutions offers a personalized financial model built exclusively for each client. By eliminating opinion, bias, and hype, clients gain a different perspective on their financial path. The institution focuses on the four critical areas of financial importance: Protection, Assets, Liabilities, and Cash Flow, setting them apart from mass prescribed financial guidance.

Worldwide Wealth Group is a renowned finance institution located at 1400 West Old Country Road in Westbury, 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 invest, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust Worldwide Wealth Group to help you secure a prosperous financial future.

Michael J. Meehan - RBC Wealth Management Branch Director is a reputable finance institution located at 1 Jericho Plaza in Jericho, New York, United States. As the branch director, Michael J. Meehan oversees a team of experienced financial advisors who provide personalized investment and wealth management services to clients. With a focus on building long-term relationships and delivering exceptional financial guidance, this institution is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or growing your wealth, Michael J. Meehan - RBC Wealth Management Branch Director is committed to providing expert advice and tailored solutions to meet your unique needs.

The MMC Group is a leading finance institution located at 1 Jericho Plaza in Jericho, New York, United States. With a strong reputation for excellence and expertise in financial services, The MMC Group offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From investment management to wealth planning, The MMC Group is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to personalized service, The MMC Group is a trusted partner for all your financial needs.

Dynamis Capital Management LLC is a finance institution located in Mineola, New York, United States. Specializing in investment management, Dynamis Capital Management LLC offers a range of financial services to help clients achieve their investment goals. With a team of experienced professionals, the institution provides personalized investment strategies tailored to each client's unique financial situation. Whether you are looking to grow your wealth, plan for retirement, or manage risk, Dynamis Capital Management LLC is dedicated to helping you navigate the complex world of finance with confidence.

Bradford Pine Wealth Group is a leading finance institution located at 1461 Franklin Avenue in Garden City, New York, United States. Our team of experienced financial professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on integrity and transparency, we provide comprehensive financial planning, investment management, and retirement planning services. Contact us today to learn how we can help you secure your financial future.

Jason Rogoff - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. With a focus on providing financial guidance to help clients reach their goals, Jason Rogoff - Thrivent is licensed in multiple states including AZ, CA, CT, DE, FL, GA, IA, IL, MA, MD, ME, NC, NJ, NY, PA, SC, TX, VA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Clients can rest assured that only appropriately appointed and licensed financial advisors and professionals provide insurance products, securities, and investment advisory services. For more information on professional designations and requirements, visit https://www.thrivent.com/designations.

Eon Wealth Management is a leading financial institution located at 1400 Old Country Road in Westbury, New York. As a trusted provider of financial services, Eon Wealth Management offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Eon Wealth Management is dedicated to providing top-notch financial planning, investment management, and wealth preservation services. Whether you are looking to grow your assets or plan for retirement, Eon Wealth Management is committed to helping you secure a prosperous future.

The Legacy Group of Jericho - Morgan Stanley is a reputable finance institution located at Two Jericho Plaza in Jericho, New York, United States. With a strong legacy of providing top-notch financial services, they offer a wide range of investment opportunities and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and support to ensure the success of their clients' financial portfolios. Trust in The Legacy Group of Jericho - Morgan Stanley for all your financial needs.

Corey Stein - Morgan Stanley is a prestigious financial institution located at 2 Jericho Plaza in Jericho, New York, United States. With a strong reputation for excellence and expertise in the finance industry, Corey Stein - Morgan Stanley offers a wide range of services including investment management, wealth management, and financial planning. Clients can expect personalized solutions tailored to their individual needs and goals, provided by a team of experienced professionals dedicated to helping them achieve financial success. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Corey Stein - Morgan Stanley is committed to helping you reach your financial goals.

SoundView Wealth Management - Morgan Stanley is a renowned finance institution located at Two Jericho Plaza in Jericho, New York, United States. As a part of the Morgan Stanley family, SoundView Wealth Management offers a wide range of financial services to help individuals and businesses manage their wealth effectively. With a team of experienced professionals and a commitment to excellence, clients can trust SoundView Wealth Management to provide expert advice and personalized solutions to meet their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, SoundView Wealth Management is dedicated to helping you secure a sound financial future.

Krishna Iyer - Morgan Stanley is a finance institution located at 2 Jericho Plaza in Jericho, New York, United States. As a branch of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, Krishna Iyer - Morgan Stanley is dedicated to providing top-notch financial advice and solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Krishna Iyer - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and ease.

Eric Bilger - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. For over 30 years, the team at Bilger Financial Group has been dedicated to helping clients achieve and maintain their financial goals through customized financial solutions. They believe in providing comprehensive advice and financial strategies that are in the best interest of their clients. Thrivent, the parent company, is committed to providing financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their financial resources. Membership with Thrivent offers access to tools and resources for giving back to the community and living a more meaningful life. The company has a long heritage of financial strength and fiscal stability, serving over 2 million clients and supporting the communities in which they operate. Thrivent's financial advisors and professionals are dedicated to providing expert guidance and support throughout the financial journey of their clients. Be sure to visit their website for more information on professional designations and licensing requirements.

Gregory Mosick, CFP is a finance institution located at 1000 Woodbury Road in Woodbury, New York, United States. Specializing in financial planning and wealth management, Gregory Mosick, CFP offers expert advice and personalized strategies to help clients achieve their financial goals. With a Certified Financial Planner designation, Gregory Mosick is dedicated to providing top-notch service and guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Gregory Mosick, CFP is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Royal Alliance Associates Inc is a finance institution located at 734 Walt Whitman Road in Melville, New York. As a trusted financial services firm, we provide a range of investment and wealth management solutions to help our clients achieve their financial goals. Our team of experienced advisors offers personalized guidance and expertise to help clients navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Royal Alliance Associates Inc is here to help you every step of the way.

Mark T Greco - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services to help clients achieve their investment goals. With a team of experienced professionals, Mark T Greco - Morgan Stanley provides personalized financial advice and solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Valor Securities Services is a reputable finance institution located at 479 Sunrise Mall in Massapequa, New York. With a strong commitment to providing top-notch financial services, Valor Securities Services offers a wide range of investment options and solutions to help clients achieve their financial goals. Whether you are looking to invest in stocks, bonds, or mutual funds, our experienced team of professionals is dedicated to helping you make informed decisions and maximize your returns. Trust in Valor Securities Services for all your financial needs and let us help you secure a brighter financial future.

Fidelity Investments is a renowned finance institution located at 1551 Old Country Road in Plainview, New York, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment opportunities, retirement planning, wealth management, and financial advisory services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Fidelity Investments is a trusted partner for individuals and businesses looking to secure their financial future.

Northwestern Mutual: Charles Valenti is a finance institution located at 400 Broadhollow Road in Melville, New York, United States. As a branch of Northwestern Mutual, this institution offers a range of financial services such as insurance, investments, and financial planning. With a focus on helping clients achieve their financial goals and secure their future, Northwestern Mutual: Charles Valenti provides personalized and comprehensive financial solutions tailored to each individual's needs. Whether you are looking to protect your assets, grow your wealth, or plan for retirement, the experienced professionals at Northwestern Mutual: Charles Valenti are dedicated to helping you navigate the complexities of the financial world and make informed decisions for your financial well-being.

Investment Insight Wealth Management, LLC is a reputable finance institution located at 36 West Drive in Massapequa, New York, United States. Our dedicated team of financial experts provides personalized wealth management services to help clients achieve their investment goals. With a focus on insightful analysis and strategic planning, we strive to deliver exceptional results and maximize returns for our clients. Trust Investment Insight Wealth Management, LLC to provide you with the expertise and guidance needed to secure your financial future.

Edward Jones Investments is a reputable financial institution located on Smith Lane in Seaford, New York, United States. Specializing in personalized investment services, Edward Jones is dedicated to helping individuals achieve their financial goals through tailored investment strategies. With a focus on building long-term relationships with clients, the experienced team at Edward Jones provides expert advice and guidance to help clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Edward Jones Investments is committed to helping you secure a prosperous financial future.

Northwestern Mutual - The Shouler Group is a reputable financial institution located at 500 Bi County Boulevard in Farmingdale, New York, United States. With a focus on providing comprehensive financial planning services, this institution offers a range of solutions to help clients achieve their financial goals. Whether it's retirement planning, investment management, or insurance coverage, Northwestern Mutual - The Shouler Group is dedicated to helping individuals and families secure their financial future. With a team of experienced financial advisors, clients can trust in the expertise and guidance provided by this esteemed institution.

Jeremy O'Brien - Morgan Stanley is a renowned finance institution located at 58 South Service Road in Melville, New York, United States. With a strong reputation for excellence and expertise in the financial industry, Jeremy O'Brien - Morgan Stanley offers a wide range of financial services to meet the needs of their clients. Whether you are looking for investment advice, wealth management, or retirement planning, the knowledgeable team at Jeremy O'Brien - Morgan Stanley is dedicated to helping you achieve your financial goals. Trust in their experience and commitment to providing top-notch financial solutions for individuals and businesses alike.

Finite Trust is a reputable finance institution located at 3413 Taylor Street in New York, United States. With a commitment to providing reliable financial services, Finite Trust offers a range of investment options and financial solutions tailored to meet the individual needs of their clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced team at Finite Trust is dedicated to helping you achieve your goals. Trustworthy, professional, and customer-focused, Finite Trust is the go-to institution for all your financial needs.

Sterling Investment Counsel, LLC is a finance institution located at 360 Delaware Avenue in Buffalo, New York. As an independent, SEC Registered Investment Adviser, we specialize in providing comprehensive investment management services. Our team of professionals has over 90 years of combined experience and is dedicated to helping clients create and maintain custom portfolios that align with their investment goals. We prioritize strategic asset allocation to manage risk through proper diversification among various asset classes. Our ultimate objective is to build and preserve wealth for the long term, utilizing our expertise, thorough research, and meticulous attention to detail. We strive to ensure that each client's portfolio is properly diversified and managed based on their individual risk tolerance. Please note that diversification does not guarantee enhanced returns or protection against market risk.