Financial consulting for corporations in Garden City, New York

Bokhari Consulting CPA PC is a reputable accounting and finance institution located at 666 Old Country Road in Garden City, New York, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Contact Bokhari Consulting CPA PC today to see how they can help you achieve your financial goals.

Garden City Accountant DeMarco & Nesi CPA is a reputable accounting firm located at 1010 Franklin Avenue in Garden City, New York. Specializing in accounting and finance services, their team of experienced professionals are dedicated to providing top-notch financial solutions to individuals and businesses in the area. With a commitment to excellence and personalized service, they are a trusted partner for all your accounting needs.

Baisley Gardens LLP is a prestigious institution located at 12560 Sutphin Boulevard in New York, United States. Known for its commitment to excellence, Baisley Gardens LLP offers a wide range of services to meet the needs of its clients. With a team of experienced professionals, the institution prides itself on providing top-notch legal, financial, and consulting services. Whether you are looking for expert advice on business matters or need assistance with estate planning, Baisley Gardens LLP is dedicated to helping you achieve your goals. Visit us today to learn more about how we can assist you in reaching your objectives.

Merrill Lynch Financial Advisor Joshua Sucov is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, the institution helps clients achieve their financial goals. The institution offers a wide range of brokerage, investment advisory, and financial planning services, but does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Merrill Lynch is a subsidiary of Bank of America Corporation and offers various investment, insurance, and annuity products. The institution strives to provide clients with information about products and services that may be of interest, and offers a personalized approach to financial planning.

Merrill Lynch Financial Advisor Jack O'Connell, located at 1325 Franklin Avenue, Garden City, New York, offers personalized and professional financial services to individuals, families, and privately held companies. With over 30 years of experience, the O'Connell Group combines the attentive service of a small team with the resources of one of the largest global financial services companies. They specialize in designing customized strategies to help clients achieve their financial goals, whether it be generating income for retirement, funding education, transferring wealth, or establishing a legacy. The team offers a range of capabilities, including personalized advice for corporate executives, business owners, and affluent families. They believe in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The team is committed to helping clients navigate the complexities of their financial lives and achieve their goals through a customized investment approach. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Jack O'Connell is dedicated to helping clients live their best financial life.

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.

Power Tax Consultants is a leading finance institution located at 585 Stewart Avenue in Garden City, New York. With a team of experienced tax professionals, we provide expert tax consulting services to individuals and businesses. Our goal is to help our clients navigate the complexities of the tax system and maximize their financial success. Whether you need assistance with tax planning, preparation, or IRS representation, our dedicated team is here to help. Contact Power Tax Consultants today to see how we can help you achieve your financial goals.

George Hunt - Financial Advisor, Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue, Garden City, New York, United States, is a trusted finance institution that has been named one of the Most Trustworthy Companies in America 2023 by Newsweek. George Hunt provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies as life changes, and track progress towards financial goals. Clients can access their investments and accounts from any device securely. George Hunt helps clients determine their risk tolerance, which is crucial in developing an appropriate investment strategy. By understanding how much market volatility they can endure, clients can make informed decisions about their investments and diversification strategies. If you're not already a client, schedule a complimentary initial consultation to start planning for a more confident financial future.

Merrill Lynch Financial Advisor Brian J. Finnerty, located at 1325 Franklin Avenue, Garden City, New York, United States, is a senior financial advisor with extensive industry experience dating back to 1981. With a focus on connecting all aspects of your financial life to help prioritize and pursue your goals, Brian offers personalized investment ideas geared towards increasing income, tax efficiencies, and capital preservation. Drawing on his background as an institutional fixed income trader and investment portfolio manager, Brian provides advice and guidance to corporate clients, individuals, and families. Through Merrill Personal Wealth Analysis™, Brian helps clients build personalized plans centered on their goals and aspirations, with a focus on adapting to life changes and market fluctuations. With a commitment to understanding each client's unique financial situation and priorities, Brian works to design and implement personalized plans to help clients pursue their financial goals while managing investment risk. As a Merrill Lynch Wealth Management Advisor, Brian is dedicated to helping clients navigate the complexities of their financial lives and achieve their goals. Contact Brian Finnerty for personalized investment strategies and comprehensive financial solutions to help you live your best financial life.

Merrill Lynch Financial Advisor Ryan D Gaitings is a prestigious finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Merrill is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The institution is known for setting the standard for exemplary client service, as evidenced by their rankings in Forbes' "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors" lists. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding their clients' goals, priorities, and aspirations, and tailor their financial approach to help clients pursue what matters most to them. With access to the global resources of Merrill and banking solutions from Bank of America, they work with clients to develop a customized approach to address their financial needs.

Located at 1325 Franklin Avenue in Garden City, New York, Merrill Lynch Financial Advisor Daniel F Ceriano is a finance institution that offers personalized wealth management services. As part of CDB Wealth Management, the team believes in building strong relationships through teamwork and involvement, utilizing the global investment capabilities of Merrill and banking convenience of Bank of America. The advisors and client associates at CDB Wealth Management are dedicated to providing financial advice and guidance tailored to each client's individual goals and priorities. The team at CDB Wealth Management focuses on putting the client at the center of the planning process, offering access to global investing capabilities and banking solutions to help identify and prioritize personal goals. Whether it's planning for education expenses, retirement, healthcare costs, or wealth preservation, the team works with clients to develop a personalized financial strategy aligned with their goals.

Merrill Lynch Financial Advisor Thomas P Sullivan is a reputable finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Thomas P Sullivan, with over 15 years of industry experience, leads a team of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. He helps individuals, families, and family offices with a thoughtful and purposeful approach to their wealth management. Tom's expertise includes portfolio design, stock strategies, estate planning, and access to lending services through Bank of America.

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 Christopher M Walters is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. Christopher M Walters has been recognized in Forbes' "America’s Top Wealth Management Teams High Net Worth" in 2022, 2023, and 2024, as well as in Forbes' "Top Next-Generation Wealth Advisors Best-in-State" in 2023. Supported by the global resources of Merrill, Christopher M Walters' team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Christopher M Walters helps individuals, families, and family offices advance a more thoughtful, cohesive, and purposeful approach to their wealth. With over 15 years of industry experience, Christopher is skilled in helping clients align their objectives with their unique risk tolerance, tax circumstances, and timeframes. He offers a creative and analytical approach grounded in a steadfast commitment to client well-being.

Merrill Lynch Financial Advisor Martin E Schwartz, located at 1325 Franklin Avenue, Garden City, New York, United States, is a trusted institution in the finance industry. Merrill is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill is committed to building strong client relationships based on trust and personalized service. They focus on understanding the things that matter most to you, such as family, goals, and priorities, and work with you to create a financial approach that reflects your unique needs. With access to the global resources of Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth for the future. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Martin E Schwartz is dedicated to helping you achieve your financial goals.

The Armieri Group - Ameriprise Financial Services, LLC is a finance institution located at 1001 Franklin Avenue, Garden City, New York, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Their financial advisors are registered in certain U.S. states and can provide solutions and coverage levels for insurance needs such as health, life, disability, income, and long-term care. The institution offers a positive backdrop for stock prices and can help you prepare for unexpected financial situations. They cannot guarantee future financial results, but aim to help you achieve your financial goals and protect your assets. Visit their website for more information on corporate entities, important disclosures, website rules and regulations, privacy and security, and email fraud. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Feel free to refer your friends or family members to help them achieve their financial goals.

Merrill Lynch Financial Advisor Raffaele DeGruttola is located at 1325 Franklin Avenue, Garden City, New York, United States. The institution, CDB Wealth Management, believes in building good relationships through teamwork and involvement, delivered by their advisors and wealth management client associates. They offer access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The team at CDB Wealth Management works with clients to identify and prioritize personal financial goals, such as funding education, retirement planning, healthcare costs, and wealth preservation. They offer personalized financial strategies aligned with each client's individual goals. The institution begins every relationship with a conversation to understand the client's priorities and goals. They utilize the Investment Personality Assessment to gain a deeper understanding of each client's investing preferences. The team at CDB Wealth Management helps clients track changes in their lives and goals to ensure their financial approach reflects these changes.

Merrill Lynch Financial Advisor Thomas C Nastasi, located at 1325 Franklin Avenue, Garden City, New York, United States, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by financial industry publications and Bank of America Corporation, our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, our financial advisors focus on what matters most to you - your family, goals, and priorities. Through in-depth conversations, we help you identify and prioritize your financial goals, whether it's planning for retirement, buying a home, or funding a child's education. Our Investment Personality Assessment allows us to customize a financial approach tailored to your unique preferences and goals.

Merrill Lynch Financial Advisor Daniel T. O'Connell, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized and professional financial services to individuals, families, and privately held companies. With over 30 years of experience, The O’Connell Group provides customized strategies to help clients achieve their financial goals, whether it be generating income for retirement, funding education, transferring wealth, or establishing a legacy. The team specializes in managing assets on a tax-efficient basis, aiming to preserve and grow wealth for the long term. They work with a select group of clients, including business owners, corporate executives, and affluent families, offering a range of capabilities tailored to each client's unique needs and goals. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. As Merrill Lynch Wealth Management Advisors, they are dedicated to helping clients navigate the complexities of their financial lives and achieve their goals. With access to top-quality research and technology, the team provides personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Financial Advisor Robert V Nero, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With over 40 years of experience, the team at Merrill Lynch Wealth Management is dedicated to helping clients pursue their financial goals and secure their future. They prioritize clients' interests and strive to build long-term relationships based on trust and loyalty. The institution provides services such as asset allocation, diversification, investment selection, and downside risk management to help clients optimize their portfolios and manage their wealth effectively. The team at Merrill understands the complexities of managing wealth in today's world and offers personalized strategies tailored to each client's unique circumstances.

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.

Welcome to Halcyon Financial Partners - Ameriprise Financial Services, LLC, your trusted partner in navigating the complex world of finance. Conveniently located at 50 Station Road, Water Mill, New York 11976, we are dedicated to helping you achieve your financial goals with confidence and clarity. At Halcyon Financial Partners, we understand that every financial journey is unique. Our experienced Ameriprise financial advisors are here to provide personalized guidance tailored to your specific needs. Please note that our advisors are individually registered to conduct business in specific U.S. states, and we encourage you to check their credentials on their personal websites or through FINRA’s BrokerCheck for additional information.

Welcome to Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. Our firm is dedicated to providing expert financial guidance tailored to your unique needs. With a robust suite of qualifications, Bob Sutton is equipped to help you navigate the complexities of financial planning, investment strategies, and wealth management. Our advisor holds prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, each reflecting a deep commitment to ethical standards and comprehensive financial expertise. These designations cover a wide range of financial disciplines, from asset allocation and estate planning to retirement strategies and investment opportunities for retirees and small business owners.

Welcome to "Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC," where we are dedicated to guiding you through the complexities of financial planning. Situated at 50 Station Road, Water Mill, New York, our firm is committed to providing personalized financial advice tailored to your unique needs and goals. Michael Laliberte, a seasoned financial advisor, brings a wealth of expertise and a wide array of professional designations that underscore his commitment to excellence and ethical practice in the field of finance. With certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), Michael is equipped to address a diverse range of financial scenarios, from asset management and estate planning to retirement strategies and wealth transfers.

Welcome to Peter Goldberg - Financial Advisor at Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York. As a dedicated financial advisor, Peter Goldberg is committed to helping you navigate the complexities of financial planning and investment management. Whether you are planning for retirement, saving for a major purchase, or looking to secure your financial future, Peter is here to assist you every step of the way. Our initial consultation provides an overview of essential financial planning concepts, tailored to discuss what matters most to you. While this meeting does not include written analysis or specific recommendations, it sets the foundation for understanding your financial goals. Please note that Ameriprise Financial cannot guarantee future financial results.

Welcome to Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. As a trusted partner in finance, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team is equipped with an array of prestigious certifications that demonstrate our commitment to excellence and ethical practices in financial advising. Our expertise spans a broad spectrum, including asset management, estate planning, retirement strategies, and investment opportunities tailored for retirees and small business owners. We are proud to hold advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others.

J.B. Luzim & Company is a reputable tax and accounting firm located at 300 Garden City Plaza in Garden City, New York. With a team of experienced professionals, they specialize in providing comprehensive accounting and financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, J.B. Luzim & Company is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch service to their clients in the United States.

H&R Block is a reputable accounting and finance institution located at 2421 Jericho Turnpike in Garden City Park, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing top-notch financial solutions to help you achieve your financial goals. Visit their office today to learn more about how they can assist you with your accounting and finance needs.

Goldman & Maurer LLP is a prestigious law firm located at 600 Old Country Road in Garden City, New York. Specializing in various legal areas, the firm is known for its exceptional legal services and dedication to client satisfaction. With a team of experienced and highly skilled attorneys, Goldman & Maurer LLP is committed to providing top-notch legal representation and guidance to individuals and businesses alike. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, you can trust Goldman & Maurer LLP to deliver professional and effective solutions. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.

Meyer, Suozzi, English & Klein, P.C. is a reputable institution located at 990 Stewart Avenue in Garden City, New York. Specializing in accounting, finance, and legal services, the firm is known for its integrity, insight, and exceptional client service. With additional offices in New York City and Washington, D.C., the dedicated attorneys at Meyer, Suozzi, English & Klein, P.C. are committed to serving their clients, community, and public affairs.