TOP 30 Financial advisory firms in New York

Merrill Lynch Financial Advisor Jacob Flikshteyn, located at 100 Jericho Quadrangle in Jericho, New York, offers personalized financial advice and guidance to help individuals and families pursue their financial goals. The institution, part of The Leiman Group, values teamwork and involvement to provide access to global investment capabilities and banking convenience through Bank of America. The advisors at Merrill believe in building strong client relationships based on trust and personalized service. By understanding your priorities, risk tolerance, and financial goals, the team works with you to develop a personalized plan that evolves over time to reflect changes in your life and the financial markets. As a client, you can expect transparency on potential risks and opportunities, as well as ongoing support to ensure your strategy stays on track. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Jacob Flikshteyn is committed to helping you achieve your goals with a customized investment approach centered on your needs and aspirations.

Merrill Lynch Financial Advisor Vincent Ferrara is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors across all 50 states, District of Columbia, and several US territories, clients are guided towards achieving their desired financial goals. The institution offers a wide range of brokerage, investment advisory, and other financial services, including asset allocation and diversification. It is important to note that investing involves risk, and clients are advised to consult legal and tax advisors before making financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer and investment adviser, providing various investment products sponsored by affiliates of Bank of America Corporation. Additionally, insurance, annuity products, trust, and fiduciary services are offered through affiliated companies. The institution also offers banking products through affiliated banks. Various certifications and service marks are held by the advisors at Merrill Lynch, ensuring clients receive expert financial advice. The institution strives to provide clients with relevant and useful information, utilizing relationship-based ads and online behavioral advertising. Clients are redirected to FINRA's BrokerCheck when leaving the website. Bank of America Merrill Lynch is the global banking and markets business of Bank of America Corporation, offering lending, commercial banking, securities, and investment banking services worldwide. Securities and investment banking activities are performed by investment banking affiliates, including Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bank of America Merrill Lynch operates in Australia and Canada through various entities, providing a range of financial services. In India, Bank of America N.A. and DSP Merrill Lynch Limited offer banking products and services, including working capital loans, equity sales, research, and trading.

Merrill Lynch Financial Advisor Tyler E Alvarez is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. The institution takes a personalized approach to understanding your life priorities and creating a customized financial plan tailored to you, your family, and your goals. The Miranda Wealth Management Group, where Tyler E Alvarez works, utilizes a holistic investing approach focused on integrity, attention, and hard work. They collaborate with tax advisors and attorneys to ensure the best interest of the client is always a priority. With a commitment to excellence, they offer tailored strategies for high net worth individuals, families, and businesses to help meet both short-term and long-term financial goals. Their services include investment management, retirement analysis, insurance, trust and estate planning, and lending, supported by the resources of Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A. The institution believes in developing strategies that help clients build wealth while reducing risk and volatility, with a focus on helping clients pursue their goals. They offer personalized financial approaches designed to address individual needs, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. The team at Merrill Lynch Financial Advisor Tyler E Alvarez is dedicated to building strong client relationships based on trust and personalized service, with a commitment to helping clients achieve what matters most to them.

Richard Mazur - Financial Advisor, Ameriprise Financial Services, LLC, located at 145 Pinelawn Road in Melville, New York, offers personalized financial advice to help clients prepare for their future goals. With a focus on saving for college, retirement planning, and smart investments, Richard Mazur aims to help clients feel more confident and in control of their financial lives. By utilizing tools like the Retirement InteractiveSM tool, clients can explore important issues that may affect their retirement income. Ameriprise Financial Services, LLC also offers complimentary initial consultations for those looking to take the next step towards a more secure financial future. With a focus on investment products and advisory services, clients can rest assured that their financial needs are in good hands. Securities offered by Ameriprise Financial Services, LLC are member FINRA and SIPC. Richard Mazur is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Contact Ameriprise Financial Services, LLC today to discuss your financial goals and start planning for a brighter tomorrow.

Merrill Lynch Financial Advisor Raymond A Miranda, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution that prioritizes understanding your life goals and aspirations. The Miranda Wealth Management Group takes a holistic approach to investing, focusing on integrity, attention, and hard work. They collaborate with clients to create personalized financial plans tailored to each individual's needs, working closely with tax advisors and attorneys to ensure the best outcomes. The institution offers a range of services, including investment management, retirement analysis, insurance, trust and estate planning, and lending, supported by the resources of Merrill Lynch Wealth Management and Bank of America. The team is dedicated to helping high net worth individuals and their families achieve both short-term and long-term financial goals while reducing risk and volatility. With a focus on building wealth and preserving assets, the institution believes in creating a financial approach that aligns with each client's unique priorities. By combining expertise with leading research, they strive to help clients reach their financial objectives. The institution has received recognition for exemplary client service from Forbes, showcasing their commitment to providing personalized and trustworthy financial advice. Clients can expect a personalized approach that reflects their goals and values, with regular check-ins to ensure their financial plan remains aligned with their changing needs. Merrill Lynch Financial Advisor Raymond A Miranda is dedicated to helping clients achieve their financial goals through a personalized and comprehensive approach.

Merrill Lynch Financial Advisor Robert Rijo is a finance institution located at 114 West 47th Street, New York, New York, United States. They offer personalized financial strategies to help clients pursue their long-term goals. The Silverstein Group, supported by experienced specialists, focuses on addressing the investing and wealth management needs of institutions, high net worth individuals, and families. As Bank of America Retirement Benefits Consultants, they provide thoughtful investment advice and personalized service tailored to each client's specific goals. The team at The Silverstein Group is dedicated to building strong client relationships based on trust and personalized service. Please note that by working with Merrill Lynch, you are leaving Bank of America.

Merrill Lynch Financial Advisor Stefani Bollag Masry, located at 225 Liberty Street, New York, offers expert financial advice and services to clients across all 50 states, the District of Columbia, and several US territories. With over 15,000 Merrill Lynch Financial Advisors nationwide, the institution helps clients achieve their financial goals and create the lives they desire. Specializing in asset allocation, diversification, and financial planning, the institution provides a wide range of brokerage and investment advisory services. While investing involves risks, Merrill Lynch Financial Advisors are dedicated to helping clients navigate the complexities of the financial world. As a subsidiary of Bank of America Corporation, Merrill Lynch upholds the highest standards of integrity and professionalism in the financial industry. Consult with Merrill Lynch Financial Advisor Stefani Bollag Masry to start your journey towards financial success.

National Financial Network, Inc. is a reputable finance and insurance agency located at 261 Madison Avenue in New York City. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, insurance coverage, or estate planning, National Financial Network, Inc. has the expertise to help you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other financial institutions. Contact them today to schedule a consultation and secure your financial future.

Stormont Financial Strategies is a finance institution located at 193 Kane Street in New York, United States. We specialize in helping our clients create a legacy of love and financial security through life insurance. Our dedicated team at New York Life is committed to serving professional advisors and cultivating a financial ecosystem that promotes strength, intention, and fulfillment in life. Just like the intricate processes that make trees thrive, your financial world requires careful attention and planning. At SFS, we help you connect your everyday decisions to your long-term dreams by creating actionable financial plans tailored to your goals. We manage the details so you can focus on what truly matters to you - your family, your business, and your passions.

Merrill Lynch Financial Advisor Michael Wasserman, located at 225 Liberty Street in New York, offers personalized financial services to help clients achieve their goals. With over 35 years of experience, Michael is dedicated to understanding each client's unique needs and aspirations. He believes in a goals-based approach to wealth management, focusing on long-term financial success. By combining his expertise with the resources of Merrill Lynch and Bank of America, Michael helps clients navigate complex financial decisions and build customized investment strategies. Whether planning for retirement, funding education, or passing wealth to future generations, Michael is committed to providing trusted advice and personalized service. His client-centric approach, rooted in education and collaboration, has earned him the trust of a diverse range of clients, including attorneys, physicians, entrepreneurs, and corporate executives. With a passion for helping clients achieve their financial objectives, Michael strives to be a trusted advisor, educator, and facilitator. He values building strong client relationships based on trust, integrity, and personalized service. Contact Michael Wasserman for a goals-based approach to wealth management and realistic discussions about meeting your financial objectives.

Merrill Lynch Financial Advisor Joseph Madonna IV is a finance institution located at 114 West 47th Street, New York, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and several US territories, clients are guided towards achieving their desired lifestyles. The institution emphasizes the importance of connecting with the right advisor based on location, as investing always involves risk. Merrill Lynch offers a range of brokerage, investment advisory, and other services, but does not provide legal, tax, or accounting advice. Trusted affiliates of Bank of America Corporation, Merrill Lynch ensures clients have access to a variety of investment products, insurance, annuities, trust and fiduciary services, and banking products. Various certifications and marks demonstrate the institution's commitment to providing quality financial services. Clients can expect personalized and informative guidance to help make informed financial decisions.

Merrill Lynch Financial Advisor James Pace is a finance institution located at 200 Park Avenue, New York, New York, United States. James Pace is committed to building and maintaining strong relationships with clients, offering personalized financial advice and solutions. With a background in wealth management and a focus on educating entrepreneurs and business owners, James aims to help clients make informed financial decisions that align with their goals and priorities. Supported by the global resources of Merrill, James and his team provide tailored financial plans and strategies to help clients manage, grow, and preserve their wealth. By understanding each client's individual needs and goals, James works to create personalized approaches that can help turn aspirations into reality. With a focus on client relationships, Merrill Lynch Wealth Management Advisors like James Pace prioritize the financial well-being and success of their clients, offering comprehensive financial solutions and personalized investment strategies.

Hindsight Financials & Insurance Services, LLC. is a reputable finance and insurance institution located at 1431 Nostrand Avenue in New York, United States. With a strong focus on providing comprehensive financial solutions and insurance services, we cater to individuals and businesses alike. Our team of experts is dedicated to helping clients navigate the complexities of the financial world and secure their future. Whether you need assistance with investments, retirement planning, insurance coverage, or general financial advice, Hindsight Financials & Insurance Services, LLC. is here to help. Trust us to be your reliable partner in achieving your financial goals.

Merrill Lynch Financial Advisor Corey Christopher Rolling is a reputable finance institution located at 6965 Yellowstone Boulevard in New York, United States. With a strong focus on providing personalized financial advice and services, Corey Christopher Rolling and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Corey Christopher Rolling offers expert guidance and support to help you make informed financial decisions.

Merrill Lynch Financial Advisor Alexandra Cubeddu is a renowned finance institution located at 200 Park Avenue in New York City, New York, United States. With a team of experienced professionals led by Alexandra Cubeddu, they provide expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Alexandra Cubeddu offers personalized solutions tailored to your individual needs. Trust in their expertise and dedication to secure your financial future.

SharpFocus Financial Planning Group - Ameriprise Financial Services, LLC is a finance institution located at 11412 Beach Channel Drive in New York, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we 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. Users of our website agree to abide by our rules and regulations. As a member of FINRA and SIPC, we prioritize privacy and security for our clients. We appreciate referrals and look forward to helping your friends and family members with their financial needs. Contact us to schedule a meeting and let us assist you in reaching your financial goals.

Merrill Lynch Financial Advisor Robert B Furst, located at 75 Rockefeller Plaza in New York, United States, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on personalized service, the institution emphasizes building strong client relationships based on trust and understanding. By getting to know each client's unique needs and priorities, the team at Merrill Lynch creates customized investment strategies tailored to individual goals. The advisors at Merrill Lynch have received recognition for their exemplary client service, setting the standard in the financial industry. With access to the global resources of Merrill and the banking capabilities of Bank of America, clients receive comprehensive financial solutions to navigate the ever-changing financial landscape. Whether planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is committed to helping clients pursue their goals and stay on track. Through ongoing communication and personalized financial planning, clients can feel confident in their financial decisions and investments. With a focus on putting clients first, Merrill Lynch Financial Advisor Robert B Furst offers a one-on-one relationship to guide clients towards their financial success.

The Financial Industry Regulatory Authority (FINRA) is located at 20 Broad Street in New York, United States. As a finance institution, FINRA provides a range of services to registered representatives, firm compliance professionals, arbitration and mediation case participants, and FINRA neutrals. Through FINRA Data, users can access non-commercial data, save data views, and manage a Bond Watchlist. Registered representatives can fulfill Continuing Education requirements and view their industry CRD record, while compliance professionals can access filings, run reports, and submit support tickets. The Dispute Resolution Portal allows case participants and neutrals to view case information and submit documents. FINRA safeguards market integrity, enabling investors and firms to participate with confidence. As a not-for-profit organization supervised by the SEC, FINRA works towards creating a regulatory environment that promotes collaboration, innovation, and fairness. BrokerCheck is a free tool to research the background and experience of financial brokers, advisers, and firms. FINRA actively promotes diversity, equity, and inclusion within its organization, industry, and communities. With a focus on investor safety and market participation, FINRA processes an average of 67 billion electronic records per day.

Merrill Lynch Financial Advisor Jody P Sacks is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. The AlexanderSacks Group is committed to helping clients pursue their goals by developing personalized financial approaches tailored to their specific needs. They prioritize client needs and oversee their progress over time, focusing on Goals Based Wealth Management and understanding the human side of finance. The institution offers access to Bank of America's products and services, as well as Merrill analytics, to individual and business clients. The team at The AlexanderSacks Group believes in earning the trust of clients by creating a transparent and responsive atmosphere. They work as a team, respecting each individual, and demonstrating integrity at all times. The institution believes in helping clients achieve their goals by providing personalized investment strategies and comprehensive financial solutions. With a focus on understanding clients' aspirations and priorities, The AlexanderSacks Group aims to create a financial approach that reflects their unique needs and financial situation. They offer ongoing support to help clients stay on track, regardless of market fluctuations. The team provides the latest investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making any financial decisions. The institution offers a broad range of brokerage, investment advisory, and financial planning services.

Cooperative Financial, LLC is a leading finance institution located at 69 Cumberland Avenue in Great Neck, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you're looking for investment opportunities, loans, or financial planning advice, Cooperative Financial, LLC is here to help you achieve your financial goals. Trust us to provide you with personalized and reliable financial solutions to meet your needs.

Merrill Lynch Financial Advisor Frank Pellegrino, located at 1325 Franklin Avenue, Garden City, New York, United States, is a prestigious institution in the finance industry. Recognized by Forbes for their exceptional wealth management teams and advisors, they are dedicated to providing exemplary client service. Backed by the global resources of Merrill, their team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. They focus on understanding your goals, priorities, and aspirations to create a customized financial approach that helps you pursue what matters most to you. With access to investment insights and banking solutions, they work with you to develop a plan that addresses your financial needs and helps you achieve your goals. Through ongoing communication and personalized advice, they aim to help you stay on track and adapt to changes in your life and the financial markets. Let Merrill Lynch Financial Advisor Frank Pellegrino help you navigate the complexities of your financial life and work towards your financial goals.

Horizon Financial Services is a reputable finance institution located at 310 Woods Avenue in Oceanside, New York, United States. With a strong commitment to providing top-notch financial services, Horizon Financial Services offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From investment planning to wealth management, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Visit Horizon Financial Services today for expert advice and personalized financial solutions.

Merrill Lynch Financial Advisor Ashley Rowland is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Catering to successful professionals and wealthy families, they offer a sophisticated suite of financial strategies tailored to the unique opportunities and challenges their clients face. Operating under the basic premise that much of clients' lives revolve around money, The Russo Rosenstein Group aims to enhance and enrich the complex financial lives of those they serve. They provide boutique-level personal service and attention, going above and beyond typical financial advisors by educating and coaching clients to ensure they follow integrated strategies formulated on their behalf. The institution works with a limited number of clients to build lasting advisory relationships, understanding that each client has unique planning needs that should drive every recommendation. With a planning-based approach honed over many years, The Russo Rosenstein Group helps clients explore and prioritize their goals for themselves, their families, and their communities. They also offer assistance with both personal and business financial needs, including plan design and implementation for business owners. With a focus on high-net-worth and ultra-high-net-worth clients, The Russo Rosenstein Group serves individuals in New York, New Jersey, and over 20 other states, including corporate executives, business owners, partners at law firms, and generations of their families. The institution takes a strategic and analytical approach to examining each client's overall financial picture, ensuring they build fundamental pillars of financial strength for their clientele. By providing superior wealth management services, The Russo Rosenstein Group aims to help clients achieve their financial goals and leave lasting memories for their families.

Merrill Lynch Financial Advisor Michael Rosenstein, located at 1325 Franklin Avenue in Garden City, New York, offers a sophisticated suite of financial strategies for successful professionals and wealthy families. The institution, known as The Russo Rosenstein Group, operates under the premise that clients' lives revolve around money, and aims to enhance and enrich their financial lives through personalized service and attention. With a focus on educating and coaching clients, the highly credentialed advisors at The Russo Rosenstein Group help clients prioritize their goals for themselves, their families, and their communities. The institution serves a diverse range of high-net-worth and ultra-high-net-worth clients, including senior-level corporate executives, business owners, and partners at law firms, among others. By taking a planning-based approach and offering tailored strategies, The Russo Rosenstein Group aims to help clients achieve their most significant goals for family, business, and philanthropy. The institution also provides assistance with business and personal financial needs, including plan design and implementation for business owners. With a commitment to multi-generational wealth management, The Russo Rosenstein Group ensures that clients receive ongoing support and guidance for a rewarding retirement lifestyle. The institution's vision is to provide superior wealth management by understanding clients' unique needs and offering high-caliber intelligence and insight. With a focus on building lasting advisory relationships and delivering a boutique level of service, The Russo Rosenstein Group aims to help clients leave memories, not just money, along their financial journey.

GM Advisory Group is a leading finance institution located at 400 Broadhollow Road in Melville, New York. Specializing in providing expert financial advisory services, GM Advisory Group offers personalized solutions to help clients navigate the complexities of the financial world. With a team of experienced professionals, they strive to help individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, GM Advisory Group is dedicated to providing top-notch financial guidance tailored to your specific needs.

The Empire Group - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals. With a strong reputation for excellence and integrity, The Empire Group - UBS Financial Services Inc. is committed to delivering top-notch financial services to individuals, families, and businesses.

Merrill Lynch Financial Advisor Frank J Aimetti is a reputable finance institution located at 1305 Walt Whitman Road in Melville, New York, United States. With a focus on providing expert financial advice and guidance, clients can trust in the expertise and professionalism of Frank J Aimetti and his team. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Merrill Lynch Financial Advisor Frank J Aimetti offers personalized solutions to help you achieve your financial goals. Contact them today to schedule a consultation and take control of your financial future.

Forge Financial Advisors is a trusted finance institution located at 1387 Fairport Road in Fairport, New York. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Trust Forge Financial Advisors to help you secure a strong financial future.

Northwestern Mutual Financial: Ayers James R is a finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States. They offer a range of financial services, including investment planning, retirement planning, and insurance solutions. With a focus on helping clients achieve their financial goals, Northwestern Mutual Financial: Ayers James R provides personalized advice and guidance to help individuals and families secure their financial future. Their team of experienced financial professionals is dedicated to providing top-notch service and support to their clients.

Next Financial Group is a leading finance institution located at 1473 Erie Boulevard in Schenectady, New York. Our experienced team of financial experts is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, Next Financial Group is here to help. Contact us today to schedule a consultation and take the next step towards financial success.