TOP 30 Financial institution near me in Garden City, New York

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Merrill Lynch Financial Advisor Richard Matthew Eisman is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Managing your wealth with a deep understanding of your financial picture is the priority here. With a focus on what matters most to you, a flexible strategy is created to adapt to changing market conditions. Access to investment insights from Merrill and banking solutions from Bank of America is provided to help you pursue your personalized wealth management goals. The institution believes in community involvement and volunteering in organizations. Personalized wealth management strategies are developed through the Merrill Personal Wealth Analysis™ to create a plan centered on your goals. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting them as they change over time. By listening to your aspirations and priorities, a personalized financial approach is designed to help you achieve your goals. Investment decisions are made based on your personal goals and preferences, with a focus on turning your aspirations into reality. Regular check-ins are done to discuss any changes in your life and financial approach to ensure you stay on track towards your goals. The institution offers the latest investment insights, tips, and strategies to help you live your best financial life. Richard Eisman is registered to do business in various states. Remember that investing involves risk and past performance does not guarantee future results. It is recommended to consult legal and tax advisors before making any financial decisions. Merrill offers a range of services including brokerage, investment advisory, and financial planning. The institution aims to provide personalized investment strategies and comprehensive financial solutions to help you achieve your financial goals.

David Levine - Financial Advisor at Ameriprise Financial Services, LLC, located at 377 Oak Street, Garden City, New York, United States, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting to life's changes, David Levine can provide guidance on saving for major purchases or meeting current needs. Background and qualification information is available on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure. David Levine is registered to conduct securities business in certain states. The institution cannot guarantee future financial results. Visitors to the website are bound by the terms of Ameriprise Financial Website Rules and Regulations. Referrals are welcomed, and clients can expect to hear from David Levine soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for clients.

Merrill Lynch Financial Advisor Tracy Ann Scahill is a renowned finance institution located at 1325 Franklin Avenue in Garden City, New York, United States. With a strong reputation in the industry, Tracy Ann Scahill offers expert financial advice and guidance to clients looking to grow and manage their wealth effectively. Specializing in investment strategies, retirement planning, and wealth management, Merrill Lynch Financial Advisor Tracy Ann Scahill is dedicated to helping clients achieve their financial goals and secure their financial future.

Merrill Lynch Financial Advisor Trevor VonKaenel is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Trevor VonKaenel offers a comprehensive approach to managing clients' financial assets by understanding their specific financial position, life stage, income level, risk tolerance, and family situation. He helps create a customized wealth management approach that can adapt to changing needs and market conditions. With access to the investment insights of Merrill and the banking convenience of Bank of America, clients can address various aspects of their financial life. Trevor VonKaenel focuses on providing excellent service to help clients define and achieve their financial goals. Additionally, he is actively involved in social activities in the communities he serves. Through Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals. Trevor VonKaenel's mission is to understand clients' needs and help them pursue their personal financial goals while managing investment risk. By offering proactive communication, personalized service, and staying informed about new investment opportunities, he aims to exceed client expectations. Whether clients have modest financial assets or significant wealth, Trevor VonKaenel's wealth management approach addresses various financial issues. By working closely with other professionals and continually revisiting clients' financial approach, he helps them stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, clients can benefit from a dedicated relationship with Merrill Lynch Wealth Management Advisors. Investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. Clients can learn more about these services and their differences by speaking with a Merrill financial advisor.

Merrill Lynch Financial Advisor Matthew Gold, 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. The 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 situation, the team at Merrill Lynch can create personalized wealth management strategies tailored to individual needs. The May Malfettone Gold Biblo Group, led by Matthew Gold, is dedicated to helping clients navigate financial challenges and identify opportunities for growth. With a focus on transparency and realistic goal-setting, the group works collaboratively to provide clients with the knowledge and insight needed to make informed decisions. By utilizing tools such as the Investment Personality Assessment, Merrill Lynch aims to customize financial approaches that align with each client's goals and priorities. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, Merrill Lynch advisors are committed to helping clients achieve their financial aspirations. Through a combination of investment insights and banking solutions, Merrill Lynch strives to empower clients to make informed decisions that align with their long-term objectives.

Brian Emery - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue, Garden City, New York, is a finance institution that offers a wide range of services to meet the diverse needs of individuals and businesses. The team at Brian Emery is highly qualified, with certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their expertise in asset management, estate planning, investment strategies, and retirement planning. The institution also provides specialized services such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy®, and Certified Divorce Financial Analyst to cater to unique financial situations. With a focus on education and support, Brian Emery is dedicated to helping clients achieve their financial goals and secure their financial future.

Merrill Lynch Financial Advisor Walter C Szturma is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Walter has been with Merrill since 1978, bringing with him a wealth of experience from his time at the New York Stock Exchange. His disciplined and creative approach to financial advising has helped him build successful relationships with families and businesses. With a background in music and entrepreneurship, Walter offers personalized recommendations that prioritize the needs and goals of his clients. He leverages the resources at Merrill Lynch Wealth Management to provide a wide range of investment options and services tailored to each client's lifestyle and objectives. As a dedicated Rotarian and community leader, Walter has a strong commitment to giving back and has served on numerous non-profit boards. He has also mentored students and lectured at various educational institutions. Walter's academic achievements have been recognized by international honor societies, and he continues to stay active in the economic community as a participating voting member of the American Economic Association.

Merrill Lynch Financial Advisor Steven J Davidson is a reputable finance institution located at 1325 Franklin Avenue in Garden City, New York, United States. With a focus on providing expert financial advice and guidance, Steven J Davidson offers personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, Merrill Lynch Financial Advisor Steven J Davidson is dedicated to helping you navigate the complexities of the financial world with confidence and ease. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Merrill Lynch Financial Advisor Kaitlyn Rodesk, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. As part of Merrill advisors, the institution prioritizes understanding your goals and aspirations to provide advice and guidance that aligns with your priorities. The team, known as The Miller – Wachtler Group, has over 60 years of combined experience in the financial services industry, specializing in working with High Net Worth individuals, affluent families, and small to mid-sized businesses. With access to the resources of Merrill and Bank of America, they develop customized financial solutions based on your unique needs and goals. The institution has received recognition from Forbes for their exceptional client service, setting the standard for exemplary wealth management. The team is committed to building strong client relationships based on trust and personalized service, offering the Merrill Personal Wealth Analysis™ to create a personalized plan focused on your goals. They understand that life and financial markets change over time, and regularly review and adjust your financial approach to help you achieve what matters most to you.

Merrill Lynch Financial Advisor Susan Novick is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The team at Merrill Lynch is dedicated to providing exemplary client service and has received recognition from financial industry publications and Bank of America Corporation. Their accolades include being ranked in Forbes' "Best-in-State Wealth Management Teams" in 2024 and "America's Top Women Wealth Advisors Best-in State" in 2022. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. They offer wealth management strategies tailored to individual goals and priorities, with a focus on helping clients navigate life's changes and achieve their financial objectives. The team includes a Registered Senior Wealth Management Client Associate and is experienced in areas such as retirement income planning, concentrated stock positions, and sustainable and impact investing solutions. Merrill Lynch Wealth Management Advisors work with clients to create personalized financial plans centered on their goals and values, helping them make informed investment decisions and stay on track to achieve their objectives. The team is dedicated to putting clients first and providing comprehensive financial solutions to help them live their best financial life.

Greg Wellen - Morgan Stanley Financial Advisor is a reputable finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. As a trusted advisor, Greg Wellen provides personalized financial planning services to help clients achieve their financial goals. With a wealth of experience and expertise in the finance industry, Greg Wellen is committed to providing top-notch financial advice and guidance to individuals, families, and businesses. Whether you are looking to invest, save for retirement, or plan for the future, Greg Wellen - Morgan Stanley Financial Advisor is dedicated to helping you make informed decisions and secure your financial future.

Merrill Lynch Financial Advisor Charles M Carson, located at 1325 Franklin Avenue in Garden City, New York, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by Forbes for their top wealth management teams and next-generation wealth advisors, the team at Merrill is dedicated to building strong client relationships based on trust and personalized service. Led by experienced individual Tom, who has over 15 years of industry experience and is a CERTIFIED FINANCIAL PLANNER™ certificant, the team offers a range of services including portfolio design, estate planning, and access to lending through Bank of America. With a focus on simplifying complex financial situations and aligning client objectives with their unique circumstances, the team at Merrill Lynch is committed to helping clients achieve their financial goals. By placing the investor at the center of their focus and understanding the individual needs and priorities of each client, Merrill Lynch Wealth Management offers tailored financial strategies designed to help clients pursue their goals and adapt over time. With access to investment insights, trust services, and lending solutions, the team at Merrill Lynch is dedicated to helping clients achieve what matters most to them.

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.

Syed Haq - Morgan Stanley Financial Advisor is a reputable finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. As a financial advisor with Morgan Stanley, Syed Haq provides expert advice and guidance on investment strategies, retirement planning, wealth management, and more. With a focus on personalized service and a commitment to helping clients achieve their financial goals, Syed Haq is dedicated to providing top-notch financial advice and solutions. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Syed Haq - Morgan Stanley Financial Advisor is here to help you every step of the way.

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.

The StoneTower Group - UBS Financial Services Inc. is a reputable finance institution located at 1055 Franklin Avenue in Garden City, New York, United States. With a strong focus on providing personalized financial solutions, the institution offers a wide range of services including wealth management, investment advisory, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, The StoneTower Group - UBS Financial Services Inc. is committed to providing expert guidance and support every step of the way.

James J Zabatta - Ameriprise Financial Services, LLC is a finance institution located at 401 Franklin Avenue, Garden City, New York, United States. The institution offers a range of certifications and designations to its professionals to ensure they are equipped with the knowledge and expertise needed to address the diverse financial needs of their clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of topics including asset management, estate planning, retirement planning, investment strategies, and more. The professionals at James J Zabatta - Ameriprise Financial Services, LLC are dedicated to providing expert financial advice and guidance to help clients achieve their financial goals.

Davidson, Maneri & Associates - Ameriprise Financial Services, LLC is a finance institution located at 100 Quentin Roosevelt Boulevard in Garden City, New York, United States. They offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular progress reviews and updates are provided to ensure alignment with changing life circumstances. Clients can easily access their investments and track their progress towards goals from any device. The institution offers complimentary initial consultations to discuss financial planning concepts. Ameriprise financial advisors are registered in specific U.S. states and cannot guarantee future financial results. The institution values privacy and security, adhering to strict website rules and regulations. They are a member of FINRA and SIPC. Referrals are appreciated, and prospective clients can expect to hear from the institution soon to discuss their financial goals.

Wayne Lee - Morgan Stanley Financial Advisor is a reputable finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. As a trusted financial advisor with Morgan Stanley, Wayne Lee provides personalized financial planning and investment services to help clients achieve their financial goals. With years of experience and a strong track record of success, Wayne Lee is dedicated to guiding clients towards financial security and success. Contact Wayne Lee - Morgan Stanley Financial Advisor today to take control of your financial future.

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.

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 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.

Nassau Community College is a prestigious university located at 1 Education Drive in Garden City, New York, United States. As a leading institution of higher education, Nassau Community College offers a wide range of academic programs and resources to help students achieve their educational and career goals. With a vibrant campus community and dedicated faculty, Nassau Community College provides a supportive and enriching environment for students to learn and grow. Whether you are looking to earn a degree, enhance your skills, or explore new interests, Nassau Community College is committed to providing a quality education that will prepare you for success in today's competitive job market.

Located in Mount Kisco, New York, the Mt Kisco Child Care Center Inc has been nurturing children and supporting working families for over 50 years. They provide safe, high-quality child care for children ages 3 months to 11 years, regardless of background or financial status. The institution offers innovative programs such as Feed Me Fresh, which teaches children about healthy eating through hands-on STEM activities. With a diverse teaching staff and a holistic approach to supporting family needs, the center ensures that every child has the opportunity to reach their full potential. From individualized learning plans to outdoor play areas designed for specific age groups, the center focuses on social, emotional, and cognitive development.

Setup Global is a leading institution located at 545 Avalon Gardens Drive in Nanuet, New York. We specialize in providing comprehensive financial services, legal advice, and support for local government offices. With a team of experienced professionals, we offer expert guidance and solutions to help our clients navigate the complexities of the financial and legal landscape. Trust Setup Global to provide the support and expertise you need to achieve your goals and succeed in today's challenging environment.

Crossroads Accounting & Bus is a trusted accounting and finance institution located at 2 Garden Drive in Monticello, New York. Our team of experienced professionals is dedicated to providing exceptional accounting services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Visit us today to see how we can help you achieve your financial goals.

Jim Rollo - State Farm Insurance Agent is a trusted insurance agency located on Front Street in Binghamton, New York, United States. They specialize in providing State Farm Insurance and Financial Services in New York and Pennsylvania. Their team of licensed professionals offers a wide range of insurance products, including auto insurance, homeowner insurance, renters insurance, flood insurance, life insurance, boat insurance, business insurance, workers compensation insurance, and retirement planning. The institution emphasizes the importance of safe driving in rural areas, as well as home safety tips and urban gardening advice. They strive to simplify the insurance process for their customers and are dedicated to providing a remarkable experience for each individual.

Cornell Cooperative Extension is a university institution located at 525 Falconer Street in Jamestown, New York. As a part of the renowned Cornell University system, this extension provides educational programs and resources to residents in the local community. With a focus on agriculture, nutrition, and youth development, Cornell Cooperative Extension offers a wide range of services to help individuals and families thrive. Whether you're looking to improve your gardening skills, learn about healthy eating habits, or engage in youth programs, this institution is dedicated to supporting the growth and well-being of its surrounding area.

Jacob Silver is a reputable lawyer institution located at 26 Court Street in New York, United States. Specializing in providing relief from debt and creditors, Jacob Silver, Esq. offers a FREE CONSULTATION and comprehensive representation to his clients. With personal attention, aggressive representation, and attention to detail, Jacob Silver ensures the best possible results for each case. Clients have praised Jacob Silver for his professionalism, knowledge, honesty, and dedication to helping them through difficult financial situations. Highly recommended for anyone in need of legal assistance, Jacob Silver is known for his exceptional services in bankruptcy law. With offices in Brooklyn and Garden City, Jacob Silver is a trusted Debt Relief Agency that guides individuals through the bankruptcy process with expertise and care.