Financial goals prioritization in New York City, New York

Beacon Financial Advisors, located at 800 Westchester Avenue in Rye Brook, New York, is a finance and legal institution specializing in providing independent investment advice. Led by a father-son team, the institution prides itself on integrity, expertise, and personalized service for clients. Unlike traditional financial institutions, Beacon Financial Advisors prioritizes the best interests of its clients over any potential conflicts of interest. With a focus on retirement planning, stock options, and corporate benefits, Beacon Financial Advisors helps executives navigate the complexities of their financial portfolios. Acting as a personal Chief Financial Officer, the institution offers tailored guidance to help clients preserve and grow their wealth.

Attitude Financial Advisors, Inc. is a finance institution located at 3 Crossways Park Drive West in Woodbury, New York, United States. Our team of Certified Financial Planner™ professionals, including Jeffrey Trugman, Bryan Trugman, and Alex Salem, are dedicated to helping you achieve financial success through a unique financial planning process. We understand that your attitude and behavior towards finances play a crucial role in your prosperity. By harnessing your emotional decision-making power through behavioral finance, we aim to align your personal values with a comprehensive financial planning strategy designed to achieve your goals. Our goal is not to sell products, but to help you develop good financial habits that will enable you to accomplish the things you want.

Merrill Lynch Financial Advisor John Callea is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. Managing your wealth begins with a deep understanding of your financial picture. With a focus on what matters most to you, John Callea can help create a flexible strategy tailored to today's market conditions. Access investment insights from Merrill and banking solutions from Bank of America for a comprehensive approach to wealth management. John Callea believes in giving back to the community and volunteers with local organizations. With Merrill Personal Wealth Analysis™, a personalized plan can be built to achieve your goals. Your financial advisor will prioritize your family, goals, and priorities, adapting to changes over time. By engaging in conversations and understanding your aspirations, John Callea can help you make informed decisions about your financial future.

Merrill Lynch Financial Advisor Michael J. Woolfolk is located at 360 Hamilton Avenue, White Plains, New York, United States. Specializing in finance, Michael provides investment, retirement, and wealth management advice to individuals in the Greater New York City area. With a PhD in finance and 20 years of experience as a Wall Street strategist, Michael offers unique insights into today's financial markets and complex products. He is dedicated to helping high-net worth individuals, families, and small business owners navigate the various products and strategies available to meet their financial goals. Committed to community involvement, Michael volunteers with local organizations and believes in building personalized financial plans centered around clients' goals and priorities. By utilizing the Merrill Personal Wealth Analysis™ tool, Michael helps clients create tailored plans to achieve their financial aspirations. With a focus on understanding clients' changing needs and goals, Michael offers personalized financial strategies to help manage, grow, and preserve wealth. Through ongoing communication and adjustments to financial approaches, Michael aims to help clients stay on track to achieve their financial objectives. As a Merrill Lynch Wealth Management Advisor, Michael works closely with clients to develop customized investment approaches and provide comprehensive financial solutions. With a commitment to prioritizing clients' needs and goals, Michael aims to help individuals achieve financial success and live their best financial life.

Merrill Lynch Financial Advisor Michael J Gorman, located at 360 Hamilton Avenue, White Plains, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. This institution provides timely insights on market trends and the global economy to help clients stay on track with their financial goals. By understanding each client's unique financial picture, personalized wealth management strategies are created to help pursue their goals. The institution focuses on building relationships through conversations to identify and prioritize goals that matter most. With tools to track changes in clients' lives and goals, the institution aims to help clients make informed investment decisions that align with their aspirations. By offering access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop a financial approach designed to address their needs. The mission of Merrill Lynch Financial Advisor Michael J Gorman is to understand each client and what matters most to them, providing personalized plans to help achieve financial goals and manage investment risk. With a focus on bringing fresh perspectives to clients' financial lives, the institution goes beyond the traditional role of an advisor to help clients make informed decisions as they pursue their goals.

Merrill Lynch Financial Advisor Robert J Tarpey is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The institution focuses on building personalized relationships with clients to help them identify and prioritize their financial goals. By listening and understanding each client's unique needs, the advisors at Merrill Lynch aim to create customized financial approaches that align with their aspirations. Drawing upon behavioral finance research, Merrill Lynch offers an Investment Personality Assessment to gain a deeper understanding of how clients think and feel about investing. This assessment helps in developing tailored financial strategies that can help clients pursue their goals effectively. The institution believes in regularly updating and revisiting financial approaches to reflect changes in clients' lives and the market.

Darrel Upson - Private Wealth Advisor at Ameriprise Financial Services, LLC is located at 427 Bedford Road, Pleasantville, New York, United States. As a recipient of the Ameriprise Client Experience Award, we prioritize what is most important to you, whether it be retirement planning, education savings, or major purchases. We provide personalized investment and portfolio recommendations based on your goals and risk tolerance. Our team at Hudson Peak Wealth Advisors is dedicated to helping you track your progress towards your financial goals and adjusting your plan as life changes. With secure online access to your accounts, you can easily monitor your investments and progress. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Darrel Upson is registered to conduct securities business in certain states. Let's meet to discuss your financial goals and create a plan for a more confident financial future.

Summit Lake Financial Management Group - Ameriprise Financial Services, LLC, located at 100 Summit Lake Drive in Valhalla, New York, is a finance institution dedicated to building strong and trusting relationships with each client. Our team of Financial Advisors works closely with clients to understand their personal and financial goals, offering tailored strategies for retirement planning, wealth accumulation, tax optimization, long-term care, and estate planning. We prioritize client satisfaction and strive to provide exceptional service and advice to help individuals, families, and businesses achieve their financial objectives. Our advisors are registered in specific U.S. states and adhere to strict regulatory guidelines to ensure the best interests of our clients.

Merrill Lynch Financial Advisor Andrew M Gergel is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. They prioritize building relationships with clients through meaningful conversations to identify and prioritize financial goals. By listening to clients' needs and aspirations, they customize financial approaches to help achieve personal goals such as wealth transfer, retirement planning, education funding, and more. Utilizing research in behavioral finance, Merrill offers an Investment Personality Assessment to better understand clients' investing preferences. This assessment helps tailor financial approaches to align with individual goals and priorities. The institution believes in adapting financial plans as clients' lives and goals evolve, ensuring that their approach remains relevant and effective.

Bouchey Financial Group, Ltd. is a finance institution located at 1819 5th Avenue, Troy, New York, United States. At Bouchey Financial, we strive to make investing and financial planning clear and simple for our clients, so they can make confident decisions. Our team members come from diverse backgrounds, allowing us to build a client-centric organization focused on our clients' financial success. We adhere to the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards, ensuring the highest level of professionalism and integrity in our services. Since 1995, we have been providing personalized wealth management services as an SEC Registered Investment Advisor, with nearly $1 billion in assets under management.

Cody Wojdyla, CFP® - Certified Financial Planner is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in financial planning for individuals and families in Glens Falls, Saratoga, Albany, and the Adirondacks, Cody helps clients create and manage game plans to achieve their financial, business, and life goals. As an independent advisor, Cody has the flexibility to choose from a wide range of investment and insurance companies to best meet the needs of his clients without any corporate pressure or sales goals. Operating as a fiduciary, Cody always prioritizes the goals and needs of his clients. The institution is affiliated with Rosemont Financial Group, with offices in Albany and Old Forge. Securities and Advisory services are offered through LPL Financial. Cody Wojdyla, CFP® is a Certified Financial Planner™ professional, authorized by the Certified Financial Planner Board of Standards, Inc. Website design and development by Mannix Marketing, Inc.

Merrill Lynch Financial Advisor John M Daniels is a finance institution located at 26 Century Hill Drive, Latham, New York, United States. As a Certified Financial Planner (CFP®) professional, John is dedicated to protecting family wealth through a tailored wealth management process. His team specializes in Investment Management, Trust & Estate Planning services, Tax Advantaged Strategies, and Retirement Consulting. John holds the CIMA® and CPFA® designations to ensure he is up to date on best practices. He is actively involved in the community and aims to be a trusted source of financial guidance for his clients. The institution offers the Merrill Personal Wealth Analysis™ to create personalized plans centered on clients' goals. The team at Merrill Lynch Wealth Management prioritizes understanding clients' aspirations and changing priorities to develop customized financial approaches. They provide insights and resources through tools like the Investment Personality Assessment to refine investing preferences. The institution's mission is to help clients pursue their financial objectives by managing, growing, and preserving their wealth, while considering long-term impacts. With access to Merrill's investment insights and Bank of America's banking solutions, John works with clients to address their financial needs. The institution aims to keep clients on track towards their goals by regularly reviewing progress and making adjustments to financial approaches. John Daniels is registered to do business in several states and holds certifications from CFP Board and the Investments & Wealth Institute®. Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and advisors do not provide legal, tax, or accounting advice.

Merrill Lynch Financial Advisor Kelsey B Irwin, located at 26 Century Hill Drive in Latham, New York, is dedicated to understanding your values and life goals to help you plan your legacy. Kelsey Irwin, a Certified Financial Planner with a Masters in Business Administration, provides tailored wealth strategies for individuals and families. The team at Franke, Stento, Mohan & Irwin offers big-picture vision and attention to detail to simplify the complexities of significant wealth. With Merrill Personal Wealth Analysis™, they create personalized plans focused on your goals. By utilizing the Investment Personality Assessment, they customize financial approaches to help you pursue what matters most. Kelsey Irwin aims to connect you to the people, plan, and process that fit your unique ambitions, helping you achieve your personal goals and manage your wealth effectively. With regular check-ins and adjustments, they ensure you stay on track to reach your objectives. Through one-on-one relationships and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors prioritize your needs and guide you towards financial success.

Merrill Lynch Financial Advisor James V O'Connor, located at 69 State Street, Albany, New York, United States, is a finance institution supported by the global resources of Merrill. The team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. Beginning with a conversation to identify and prioritize your goals, the team helps you make investment-related decisions that align with your aspirations. Utilizing the Investment Personality Assessment, they tailor a financial approach to suit your preferences. With over 70 years of combined experience, the team collaborates with entrepreneurs and families to develop strategies tailored to their specific financial needs. The Merrill Personal Wealth Analysis™ helps create a personalized plan centered on your goals. Regular check-ins and adjustments ensure your financial approach reflects changes in your life and the markets. Working with a dedicated Merrill advisor means personalized investment strategies and access to comprehensive financial solutions. Let Merrill Lynch Financial Advisor James V O'Connor help you achieve your financial goals with a personalized approach centered on your needs and priorities.

Merrill Lynch Financial Advisor Michael C Swezey, located at 69 State Street, Albany, New York, United States, is a trusted finance institution offering personalized wealth management services. The team at Merrill Personal Wealth Analysis™ is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting to your changing needs over time. By starting with a conversation, we can identify and prioritize your goals to create a customized financial plan tailored to your unique aspirations. Through the Investment Personality Assessment, we gain a deeper understanding of your investing preferences to help you pursue what matters most to you. Our mission is to help you achieve your goals by designing and implementing a personalized plan focused on managing investment risk. With access to Merrill's investment insights and Bank of America's banking solutions, we will work together to address your financial needs. Let's work together to help you achieve your financial goals and stay on track for the future.

Merrill Lynch Financial Advisor Jordyn Beesmer is a finance institution located at 69 State Street, Albany, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. With a focus on what matters most to you, Jordyn Beesmer can assist in creating a flexible strategy tailored to today's market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Personalized wealth management strategies can help you pursue your financial goals effectively. Jordyn Beesmer follows the Merrill tradition of community involvement, volunteering with local organizations to give back. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered around your goals. Backed by global resources, Jordyn Beesmer's team is dedicated to establishing strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor George D Wolf, located at 69 State Street, Albany, New York, United States, is a finance institution dedicated to building strong relationships with clients through teamwork and involvement. The Connolly Swezey Wolf Group, part of Merrill Lynch, offers access to global investment capabilities and the banking convenience of Bank of America. Their mission is to be your primary source for financial advice, guiding you through the financial planning process with dedication and diligence. The institution believes in starting every relationship with a conversation to identify and prioritize your goals. By utilizing the Investment Personality Assessment, they aim to customize a financial approach that aligns with your investing preferences and helps you pursue your most important goals. With tools to track changes in your life and goals, they work to keep your financial approach reflective of your evolving needs.

Inspire Confidence Group - Ameriprise Financial Services, LLC, located at 80 Wolf Road in Albany, New York, is a finance institution dedicated to inspiring a more confident future for clients through a collaborative advisory experience. The team at Inspire Confidence Group prioritizes integrity and their clients' interests above all else, creating a family-focused client experience aimed at simplifying life and reducing stress. They strive for excellence through leadership and teamwork, aiming to make a positive impact in the communities they serve. The institution has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. The team at Inspire Confidence Group offers a range of financial planning services, including tax planning for retirement, family legacy planning, and more. They are committed to providing a great client experience and helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Christopher M. Ingemie is a finance institution located at 26 Century Hill Drive, Latham, New York, United States. Moynihan, Reilly, Ingemie & Associates believes in building strong relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. They aim to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. Their personalized approach begins with getting to know you and your goals, utilizing the Investment Personality Assessment to understand your investing preferences. They offer tools to track changes in your life and goals, ensuring your financial approach reflects these changes. With access to investment insights and banking solutions, they work with you to develop a plan tailored to your financial needs.

Merrill Lynch Financial Advisor Shane J. Mahieu is a trusted professional located at 26 Century Hill Drive in Latham, New York, United States. With over 25 years of experience in the financial services industry, Shane is known for his methodical and disciplined approach in working with individuals, families, and organizations. He takes the time to understand his clients' unique goals and objectives, creating personalized financial plans tailored to their specific needs. Shane holds the designation of Accredited Asset Management Specialist from the College for Financial Planning, showcasing his expertise in managing assets effectively. He is also deeply involved in community service, volunteering as a firefighter and serving on various boards and councils.

Merrill Lynch Financial Advisor James L Gallagher is a finance institution located at 449 New York 146, New York, United States. The institution provides access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, clients can stay on track with their financial goals. The SiRiCa Group, led by Todd Silaika, CFP®, CPWA® CAIA, specializes in helping clients redefine retirement and use their wealth to support new endeavors. The team at Merrill Lynch focuses on retirement wealth strategies, offering expertise in corporate benefit plans and retirement income tax laws. By creating strategic asset allocations and selecting appropriate investments, clients can generate reliable income for their retirement years. The institution employs a risk-based investment philosophy that prioritizes sustainable cash flow over high rates of return. With access to Merrill's advanced technology and Bank of America's banking convenience, clients can benefit from a comprehensive platform of products and services. Merrill Lynch Financial Advisor James L Gallagher aims to bring fresh perspectives to clients' financial lives, helping them make informed decisions as they pursue their goals.

Merrill Lynch Financial Advisor Todd Silaika, located at 449 New York 146, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With a focus on retirement wealth strategies, Todd Silaika and his team specialize in helping clients navigate the complexities of retirement planning, corporate benefit plans, and retirement income tax laws. By creating strategic allocations of investment assets and selecting appropriate investments, the team aims to generate reliable income for clients in retirement. They prioritize strong communication and setting proper expectations to build lasting relationships with their clients. With a risk-based investment philosophy that focuses on cash flow over growth, the team designs portfolios to seek steady, reliable cash flow rather than unsustainable high rates of return. By leveraging the resources of Merrill Lynch Wealth Management and Bank of America, clients have access to advanced technology, timely insights on market trends, and a wide range of products and services. Todd Silaika and his team bring fresh perspectives to their clients' financial lives, helping them make informed decisions as they pursue their goals.

Merrill Lynch Financial Advisor Morgan P Brooks, located at 449 New York 146 in New York, United States, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting as they change over time. By starting with a conversation, your advisor helps you identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. The Investment Personality Assessment helps customize your financial approach based on your investing preferences. The institution offers personalized financial guidance, retirement planning, wealth preservation, and portfolio services. By working with clients' tax and legal advisors, the team helps address investment challenges. The Merrill Personal Wealth Analysis™ creates a personalized plan centered around your goals. Regular check-ins ensure your financial approach reflects any changes in your life or the market. Your advisor will review your progress and make adjustments as needed to help you achieve your goals. With a focus on putting you first, Merrill Lynch Wealth Management Advisors are dedicated to helping you build a customized investment approach to pursue your goals. The institution provides the latest investment insights, tips, and strategies to help you live your best financial life.

Merrill Lynch Financial Advisor James E Coker, located at 449 New York 146 in New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and global economy, clients can stay on track with their financial goals. The SiRiCa Group, led by Todd Silaika, CFP®, CPWA® CAIA, specializes in helping clients redefine retirement and use their wealth to support new endeavors. The team focuses on retirement wealth strategies, communication, and setting proper expectations to build strong relationships with clients. Using a risk-based investment philosophy that prioritizes cash flow, the team creates portfolios tailored to generate reliable income and make it last. By combining fixed-income securities, bond ladders, stocks, and alternative investments, clients can achieve steady cash flow. With access to Merrill's advanced technology and Bank of America's banking convenience, clients benefit from a comprehensive platform of products and services. The team at Merrill Lynch Wealth Management strives to bring fresh perspectives to clients' financial lives, helping them make informed decisions to pursue their goals.

Merrill Lynch Financial Advisor Kenneth J Gallant is a finance institution located at 449 New York 146, New York, United States. As Merrill advisors, we offer personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. We prioritize your goals and aspirations, whether it's wealth transfer, pursuing passions, or staying informed about financial decisions. Our Investment Personality Assessment helps us understand your investing preferences, and we use this knowledge to customize a financial approach that aligns with your goals. We believe in helping you manage, grow, and preserve your wealth while considering the impact on future generations. With access to Merrill's investment insights and Bank of America's banking solutions, we work with you to develop a financial plan that meets your needs. Our team is dedicated to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to document your personalized plan centered on your goals. Life and financial markets change, and we are here to help you stay on track and make adjustments as needed. Let's work together to achieve your financial goals and address fluctuations in the market. Our goal is to put you first and provide you with a customized investment approach to pursue your goals.

Merrill Lynch Financial Advisor Matthew J Gallant, located at 449 New York 146, New York, United States, offers personalized financial strategies tailored to your individual goals and needs. As Merrill advisors, they prioritize understanding your aspirations and priorities to help you make informed decisions about your financial future. By utilizing the Investment Personality Assessment, they can gain deeper insights into your investing preferences and customize a financial approach that aligns with what matters most to you. With access to the resources of Merrill and Bank of America, they can help you manage, grow, and preserve your wealth while staying focused on your long-term objectives. Their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a major purchase, or passing your wealth to future generations, Merrill Lynch Financial Advisor Matthew J Gallant is committed to helping you achieve your financial goals.

Triple Cities Agency LLC is an insurance agency located at 1249 Front Street in Binghamton, New York. Serving clients in New York and Pennsylvania, we prioritize putting the customer first. This means that we always prioritize the needs and requirements of our clients above all else. Our goal is to build long-lasting relationships with our clients by identifying their needs and providing the best possible experience. At Triple Cities Agency, we are dedicated to helping our clients protect what matters most to them.

S.E.E.D. Planning Group is a finance institution located at 31 Lewis Street, Binghamton, New York, United States. We believe that financial planning is essential for making informed investment decisions, and we offer fee-only services by fiduciaries who prioritize your personal financial needs and goals. Our professional investment management program is available to financial planning clients for an additional charge. Join us at Ditch the Suits, where our experts Steve Campbell and Travis Maus share valuable insights on managing your family's wealth and protecting it from financial exploitation. If you have a high school Junior or Senior at home, we can help guide them towards the right path, whether it be college or trade school. Our goal is to help you maximize your ability to give back to others, creating a lasting legacy in your family and community. Schedule a no-cost, no-obligation discovery meeting with one of our fee-only planners at our Knoxville, TN location. Talk to one of our fiduciaries to see where you fit in your financial journey.

RJ Barber| Lesko Financial Services is a finance and insurance agency located at 400 Plaza Drive in Vestal, New York, United States. Specializing in financial planning, investments, and wealth management, we are dedicated to securing your financial future with a diverse range of products tailored to your unique needs. Our experienced advisors prioritize listening to your goals before providing expert advice and personalized services. Unlike other firms, we offer a free initial consultation and flexible payment options for our services. With over 70 years of experience serving the Greater Binghamton area, our priority is always putting the interests of our clients first. Contact us at 607-724-2421 or toll-free at 800-695-3756 to schedule an appointment. Securities are offered through Lesko Securities, Inc., a registered broker-dealer and investment advisor. Visit our website for more information on our services and policies.

Merrill Lynch Financial Advisor J Scott Freeman is a finance institution located at 2 Court Street, Binghamton, New York, United States. J. Scott Freeman, the Senior Vice President, Wealth Management Advisor, has over 30 years of experience providing financial and wealth management advice. He holds professional designations such as Certified Investment Management Analyst, CIMA®, Chartered Retirement Planning Counselor, CRPC, and Certified Plan Fiduciary Advisor, CPFA. Scott leads the Consulting Services practice for Freeman & Associates, focusing on money management and asset allocation, particularly for retirement plans for small and mid-sized businesses. The institution follows the Merrill tradition of community involvement and offers Merrill Personal Wealth Analysis™ to help clients build personalized financial plans. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The institution believes in a client-focused approach, starting with a conversation to understand and prioritize the goals of each individual. The team utilizes the Investment Personality Assessment to customize financial approaches based on the client's preferences and goals. The institution is committed to helping clients manage, grow, and preserve their wealth while addressing their financial needs. With access to investment insights from Merrill and banking solutions from Bank of America, the team works with clients to develop personalized plans to achieve their financial goals. The institution values ongoing communication with clients to review progress and make adjustments to the financial approach as needed. Clients can expect a dedicated one-on-one relationship with Merrill Lynch Wealth Management Advisors focused on helping them pursue their goals.