Financial markets analysis in Hempstead, New York
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Westco Financial Group
Westco Financial Group, located at 77 Hempstead Avenue, Lynbrook, New York, is a comprehensive accounting, finance, and insurance agency. Our goal is to help you understand the opportunities and potential rewards that come with taking a proactive approach to your personal financial situation. Through our website, we aim to provide a better understanding of financial concepts related to insurance, investing, retirement, estate planning, and wealth preservation. We believe in the value of working with skilled professionals to help you achieve your financial goals. Westco Investment Corp is a Registered Broker/Dealer and a member of FINRA and SIPC. Westco Advisory Services, Inc. is an SEC Registered Investment Advisor. Visit our website to access Form CRS, broker-dealer firm brochures, and professional background information. Watch informative videos and use our calculators to enhance your financial knowledge. Trust Westco Financial Group to guide you towards a secure financial future.
Merrill Lynch Financial Advisor Elisabeth Dewailly
Merrill Lynch Financial Advisor Elisabeth Dewailly is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Elisabeth is a partner in the Novick Dewailly Group at Merrill, specializing in impact investing. She provides tailored strategies for high-net-worth individuals, families, and businesses to help them achieve their financial goals. With a background in Stem Cell Biology and Computer Science from Harvard College, Elisabeth focuses on personalized plans through Merrill Personal Wealth Analysis™ to help clients reach their goals. By understanding each client's priorities, she designs and implements strategies to manage investment risk and turn goals into reality. The institution offers personalized investment approaches, financial solutions, and access to comprehensive services through Bank of America. Elisabeth is registered in multiple states and holds certifications such as CFP® and CFA®. The institution emphasizes the importance of understanding clients' needs and goals, providing insights, tips, and strategies to help clients live their best financial life. With a commitment to putting clients first, Merrill Lynch Financial Advisor Elisabeth Dewailly aims to help clients achieve their financial goals through a dedicated, one-on-one relationship.
Merrill Lynch Financial Advisor Robert T Steck
Merrill Lynch Financial Advisor Robert T Steck is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. The institution specializes in managing wealth by creating flexible strategies tailored to individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, the team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. Robert Steck and his team believe in understanding each client's unique financial situation and goals to create personalized wealth management strategies. The Merrill Personal Wealth Analysis™ helps to build a personalized plan centered on individual goals and aspirations. By utilizing the Investment Personality Assessment, they can gain a deeper understanding of each investor's preferences and customize financial approaches accordingly.
Merrill Lynch Financial Advisor Seth B Kaplan
Merrill Lynch Financial Advisor Seth B Kaplan is a reputable financial institution located at 805 Northern Boulevard, Great Neck, New York, United States. Specializing in finance, the institution offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, Merrill Lynch Financial Advisor Seth B Kaplan is dedicated to providing top-tier financial guidance to individuals and businesses alike. Trustworthy, knowledgeable, and experienced, this institution is a trusted partner in navigating the complexities of the financial world.
Merrill Lynch Financial Advisor Dennis W. Singh
Merrill Lynch Financial Advisor Dennis W. Singh is located at 805 Northern Boulevard, Great Neck, New York, United States. Dennis has extensive experience in the financial services industry, working in various capacities in Australia, Switzerland, and the United States since 1998. He offers solutions tailored to his clients' risk tolerances, time horizons, and overall investment goals, covering areas such as credit and lending, investment planning, retirement planning, and income replacement strategies. Dennis is dedicated to helping individuals, families, businesses, and organizations achieve their financial goals. He is skilled in working with professional organizations to enhance their membership value and helps business clients create passive income streams through revenue sharing programs. Dennis holds FINRA registrations and is a member of the Market Technicians Association and the Chicago Board of Options Exchange.
Merrill Lynch Financial Advisor Colin M. Obsitnik
Merrill Lynch Financial Advisor Colin M. Obsitnik, located at 805 Northern Boulevard, Great Neck, New York, United States, offers a wide range of wealth management services to corporate executives and their families. Colin and his team of investment industry professionals leverage the global resources of Merrill Lynch Wealth Management to provide personalized financial strategies tailored to individual goals and priorities. With expertise in corporate benefit programs, including equity compensation and retirement plans, Colin helps clients integrate their corporate benefits into a comprehensive long-term financial strategy. Committed to community involvement, the team at Merrill Lynch Financial Advisor Colin M. Obsitnik dedicates time to volunteering with local organizations. Through Merrill Personal Wealth Analysis™, clients can work with their financial advisor to build a personalized plan centered on their unique goals and aspirations.
Goldman Financial Services
Goldman Financial Services is a reputable finance institution located at 8 Maple Street in Port Washington, New York, United States. Our experienced team of financial experts is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to help. Trust Goldman Financial Services for all your financial needs.
Merrill Lynch Financial Advisor Amanda Barclay
Merrill Lynch Financial Advisor Amanda Barclay, located at 805 Northern Boulevard, Great Neck, New York, is a distinguished financial institution that prides itself on providing exemplary client service. Amanda Barclay, a Senior Financial Advisor and Senior Vice President, leads the Barclay Group in guiding multigenerational families and Corporate Executives through specialized wealth advisory services. The institution offers personalized wealth management, executive compensation structuring, succession planning, trusts, foundations, insurance, and alternative investments. Amanda Barclay is a recognized leader in the financial industry, having been named in Forbes' "Top Women Wealth Advisors Best-in-State” 2024. With a career that began in 1999, Amanda is committed to empowering clients to feel confident, connected, and in control of their financial futures. She volunteers in her community to empower women with confidence and success, supporting science, medical services, and underserved women.
Merrill Lynch Financial Advisor Edna Eidelberg
Merrill Lynch Financial Advisor Edna Eidelberg, located at 805 Northern Boulevard, Great Neck, New York, is dedicated to developing strong relationships with each client and providing personalized financial guidance as life situations change. With over 30 years of experience at Merrill Lynch Wealth Management, Edna focuses on helping clients achieve their personal and financial goals through tailored wealth management strategies. She works with individuals, families, small businesses, and non-profit organizations on education, retirement, estate planning, and more. Edna received her Bachelor of Science Degree from Cornell University and a Master of Business Administration from Baruch College. At Merrill Lynch Wealth Management, the team is committed to putting clients' interests first and giving back to the community through volunteering. The Merrill Personal Wealth Analysis™ helps build personalized financial plans centered on clients' goals. The team, supported by the global resources of Merrill, consists of talented individuals dedicated to building strong client relationships based on trust and personalized service.
Merrill Lynch Financial Advisor Ola Jose
Merrill Lynch Financial Advisor Ola Jose is a reputable institution located at 1325 Franklin Avenue, Garden City, New York, United States. Specializing in finance, Ola Jose is accessible, knowledgeable, and experienced, dedicated to building and maintaining strong relationships with clients. With a passion for helping individuals and families make important financial decisions, Ola Jose offers personalized wealth management strategies tailored to each client's unique goals and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Ola Jose helps clients create flexible strategies to navigate changing market conditions. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Ola Jose gains a deep understanding of each client's financial situation, goals, and preferences to develop customized plans for their future.
Merrill Lynch Financial Advisor Stacey Kitay
Merrill Lynch Financial Advisor Stacey Kitay is a dedicated professional with 30 years of experience in helping clients manage their wealth. Located at 805 Northern Boulevard, Great Neck, New York, United States, Stacey takes a comprehensive approach to financial planning, focusing on understanding each client's unique goals and needs. She offers access to the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. Stacey is committed to providing excellent service and assisting clients in pursuing their financial objectives. With an MBA in health care, she is also passionate about helping people in transition navigate their financial journey. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Stacey works with clients to develop personalized plans centered on their goals and priorities. By regularly reviewing and adjusting financial approaches, Stacey ensures that clients stay on track to achieve their aspirations. As a Merrill Lynch Wealth Management Advisor, Stacey puts her clients first, offering customized investment strategies and comprehensive financial solutions tailored to their individual needs. Whether planning for retirement, education, or other life milestones, Stacey is dedicated to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor Brian P Malfettone
Merrill Lynch Financial Advisor Brian P Malfettone, 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 timely insights on market trends and the global economy, clients can stay on track with their financial goals. The May Malfettone Gold Biblo Group is dedicated to helping clients navigate financial issues and identify opportunities. By providing personalized wealth management strategies and access to investment insights, the team collaborates to help clients pursue their goals. Through transparent communication and a focus on the client's priorities, the team works together to create a flexible strategy that adapts to changing market conditions. With a commitment to understanding each client's unique financial picture, the team at Merrill Lynch aims to develop a customized approach to address their financial needs. By starting with a conversation to identify and prioritize goals, the team helps clients manage, grow, and preserve their wealth for the future. With tools to track changes and progress, clients can make informed decisions and adjustments as needed. By providing access to the investing insights of Merrill and banking capabilities of Bank of America, the team at Merrill Lynch goes beyond the traditional role of an advisor to help clients achieve financial success.
Omni Financial Research
Omni Financial Research is a finance institution located at 573 Golf Drive, Valley Stream, New York, United States. We serve businesses and individuals in Arizona, California, Florida, Maryland, New Jersey, New York, Pennsylvania, and Washington. Securities are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. Osaic Wealth is separately owned and any other entities mentioned are independent. This communication is intended for residents of specific states only. Please note that by accessing external websites linked here, you are assuming total responsibility and risk. We do not guarantee the completeness or accuracy of information provided on these sites, and we are not liable for any technical or system issues that may arise from accessing them.
Merrill Lynch Financial Advisor Glenn A Krevans
Merrill Lynch Financial Advisor Glenn A Krevans is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The Polakoff/Krevans team offers a strategy that puts clients at the center of the planning process, focusing on personal goals and priorities. With access to global investing capabilities and banking solutions, the team assists in identifying and prioritizing personal goals such as education funding, retirement planning, health care costs, and wealth preservation. A personalized financial strategy is developed aligned with client goals, aiming to manage, grow, and preserve wealth. The team believes in a dynamic wealth management process that evolves with clients' changing needs and goals. By understanding clients' aspirations and priorities, the team creates a financial approach that reflects their investment personality and is built around life priorities. The Investment Personality Assessment is used to customize the financial approach to help clients pursue what matters most to them. Regular check-ins and adjustments to the financial approach ensure clients stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors help clients navigate the complexities of their financial lives to pursue their goals.
Merrill Lynch Financial Advisor Jeremy Jacobs
but it is certainly worth considering. "The Merrill Lynch Financial Advisor Jeremy Jacobs" institution, located at 266 Merrick Road, Lynbrook, New York, United States, is dedicated to managing your wealth with a personalized and flexible strategy tailored to your unique financial goals. The institution offers access to investment insights from Merrill and banking solutions from Bank of America, ensuring a comprehensive approach to wealth management. The team at Merrill Lynch Wealth Management, led by Jeremy Jacobs, is committed to building strong client relationships based on trust and personalized service. By conducting a Merrill Personal Wealth Analysis™, the institution can develop a personalized plan centered on your goals and priorities. With a focus on understanding your financial aspirations and priorities, the institution aims to help you achieve your goals through a tailored financial approach. Through ongoing discussions and adjustments to your financial plan, the institution ensures that your approach reflects changes in your life and the financial markets. With a mission to understand you and what matters most to you, the institution offers a personalized approach to managing investment risk and turning your goals into reality. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, the institution can help you develop a plan to address your financial needs. With a dedicated Merrill advisor by your side, you can benefit from personalized investment strategies and comprehensive financial solutions to help you pursue your goals. Contact "The Merrill Lynch Financial Advisor Jeremy Jacobs" institution today to start building a customized investment approach that reflects your unique needs and priorities.
Merrill Lynch Financial Advisor Jonathan Polakoff
Merrill Lynch Financial Advisor Jonathan Polakoff is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The team focuses on your family, goals, and priorities, adapting to changes over time. By offering access to global investing capabilities and banking solutions, they can help identify and prioritize your personal financial goals, whether it's funding education, planning for retirement, or preserving wealth. The team believes in a personalized financial strategy that reflects your unique goals and investment personality. They offer the Merrill Personal Wealth Analysis™ to develop a plan centered on your goals. With regular check-ins and adjustments, they aim to help you stay on track to achieve what matters most to you. The team is committed to helping you reach your goals through a dedicated, one-on-one relationship based on personalized investment strategies and comprehensive financial solutions.
MDM Wealth Management - UBS Financial Services Inc.
MDM Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 1055 Franklin Avenue in Garden City, New York, United States. They offer a wide range of financial services to help clients manage and grow their wealth effectively. With a team of experienced professionals, MDM Wealth Management - UBS Financial Services Inc. provides personalized investment strategies and financial planning to help clients achieve their financial goals. Their commitment to excellence and client satisfaction sets them apart in the industry.
Merrill Lynch Financial Advisor Ryan Meca
Merrill Lynch Financial Advisor Ryan Meca is a trusted institution located at 1325 Franklin Avenue, Garden City, New York, United States. Specializing in finance, Ryan Meca is dedicated to managing your wealth by creating personalized strategies tailored to your goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Ryan Meca can help you pursue your financial aspirations and navigate changing market conditions. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed to help you achieve your goals and priorities over time. By understanding your unique investment personality and preferences, Ryan Meca can customize a financial approach that aligns with your values and aspirations. With a focus on building long-term relationships, Ryan Meca is committed to helping you stay on track and adapt to life changes and market fluctuations. Let Ryan Meca guide you towards financial success and help you live your best financial life.
Merrill Lynch Financial Advisor Jacqueline S Knoll
Merrill Lynch Financial Advisor Jacqueline S Knoll, located at 805 Northern Boulevard, Great Neck, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed on market trends and global economy updates to stay on track with your financial goals. By understanding your financial needs, a personalized wealth management strategy can be created to adapt to changing market conditions. With access to the investment insights of Merrill and the banking convenience of Bank of America, you can make informed decisions as you pursue your goals. Beyond traditional advising, Merrill provides a comprehensive range of financial services to help you build a secure financial future for yourself and your family. Consult with a Merrill financial advisor to understand the differences between brokerage and investment advisory services and determine the best approach for your financial needs. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., while insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency. With a focus on personalized financial strategies and access to a wide range of financial products, Merrill Lynch Financial Advisor Jacqueline S Knoll is dedicated to helping you achieve your financial goals.
Merrill Lynch Financial Advisor Frank Falco
Merrill Lynch Financial Advisor Frank Falco, located at 805 Northern Boulevard, Great Neck, New York, United States, is a finance institution dedicated to managing your wealth through a personalized approach. With a deep understanding of your financial goals and priorities, Frank Falco can create a flexible strategy tailored to today's market conditions. As part of the Merrill tradition, Frank is actively involved in the community through volunteer work. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals, supported by the global resources of Merrill. Frank's team consists of experienced individuals committed to building strong client relationships based on trust and personalized service.
Merrill Lynch Financial Advisor Keith McCormack
Merrill Lynch Financial Advisor Keith McCormack, located at 805 Northern Boulevard, Great Neck, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed with market insights and global economic updates to help you navigate your financial goals. By understanding your unique financial situation, Keith McCormack can create a personalized wealth management strategy tailored to your needs. With access to the investing insights of Merrill and the banking capabilities of Bank of America, you can make informed decisions as you pursue your financial objectives. Beyond traditional advising, Merrill offers a comprehensive range of brokerage, investment advisory, and financial planning services. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., ensuring a holistic approach to managing your wealth. Contact Merrill Lynch Financial Advisor Keith McCormack to bring new perspectives to your financial life and work towards building a secure future for yourself and your family.
Merrill Lynch Financial Advisor Mike Bi
Merrill Lynch Financial Advisor Mike Bi is a reputable finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With a focus on providing personalized financial advice and guidance, Merrill Lynch offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at Merrill Lynch is dedicated to helping you make informed decisions and secure your financial future. Contact Merrill Lynch Financial Advisor Mike Bi today to schedule a consultation and take the first step towards financial success.
Merrill Lynch Financial Advisor Camillo D'Angelo
Merrill Lynch Financial Advisor Camillo D'Angelo, located at 805 Northern Boulevard, Great Neck, New York, offers personalized wealth management strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Camillo D'Angelo can help you navigate the ever-changing market conditions and create a flexible financial strategy. As a part of the Merrill tradition of community involvement, Camillo volunteers with local organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis, a personalized plan can be developed centered on your aspirations and focused on achieving your desired outcomes. With a focus on understanding your priorities, family, and goals, Camillo D'Angelo works to create a financial approach that reflects your unique needs and situation. By utilizing the Investment Personality Assessment and ongoing conversations, Camillo can help you make informed investment decisions and adjust your financial approach as your life evolves. The goal is to help you manage, grow, and preserve your wealth while pursuing your financial objectives.
Merrill Lynch Financial Advisor Thomas P Schalk
Merrill Lynch Financial Advisor Thomas P Schalk is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. They prioritize understanding your goals and priorities through personalized conversations. They believe in helping you make investment decisions that align with your meaningful goals, whether it's planning for retirement, buying a home, funding education, or passing on wealth to future generations. Their team of experienced professionals uses the Investment Personality Assessment to tailor a financial approach to your preferences. They offer personalized plans, investment insights, and banking solutions to help you manage, grow, and preserve your wealth. With a focus on exemplary client service, they aim to build strong relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ and regular check-ins, they ensure your financial approach reflects changes in your life and the markets. They are committed to helping you achieve your goals and stay on track through personalized strategies and comprehensive financial solutions.
Merrill Lynch Financial Advisor Danny Xiao-Di Hu
Merrill Lynch Financial Advisor Danny Xiao-Di Hu is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. With a focus on managing your wealth through a deep understanding of your financial picture, Danny Xiao-Di Hu can help create a flexible strategy tailored to your needs in today's changing market conditions. By providing access to investment insights from Merrill and banking solutions from Bank of America, personalized wealth management strategies can be developed to help you pursue your goals. Danny Xiao-Di Hu follows the Merrill tradition of community involvement, volunteering with local organizations. With the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be built and documented. Your financial advisor at Merrill Lynch Wealth Management focuses on what matters most to you, whether it's family, goals, or priorities. Through conversations and understanding your aspirations, a customized financial approach can be developed to help you manage, grow, and preserve your wealth today and for the future.
Merrill Lynch Financial Advisor Brian Christopher O'Leary
Merrill Lynch Financial Advisor Brian Christopher O'Leary is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Brian O'Leary can help create a flexible strategy tailored to your needs, with access to Merrill's investment insights and Bank of America's banking solutions. He is dedicated to helping you pursue your goals through personalized wealth management strategies. Brian follows the Merrill tradition of community involvement and volunteers with local organizations. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. By understanding your investment personality, Brian can customize a financial approach to help you achieve what matters most to you. Regular check-ins ensure your financial approach reflects any changes in your life or goals. Brian's mission is to understand your priorities and design a personalized plan to help you reach your financial goals. With access to Merrill's investment insights and Bank of America's banking solutions, he can develop an approach to address your financial needs. Brian believes in focusing on solutions that can turn your goals into reality and is committed to helping you stay on track even as life and the markets change. By working together, Brian can help you achieve your financial goals and create a plan that reflects your personality and priorities. As a Merrill Lynch Wealth Management Advisor, Brian can help you navigate the complexities of your financial life and build a customized investment approach to pursue your goals. Get personalized investment strategies from Merrill and comprehensive financial solutions from Bank of America by working with Brian.
Merrill Lynch Financial Advisor Judith Ringel
Merrill Lynch Financial Advisor Judith Ringel is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The financial advisors at Merrill Lynch focus on your family, goals, and priorities, adapting as they change over time. By working closely with you to identify and define your goals, they create a financial strategy that reflects your investment style and life plan. Using the Investment Personality Assessment, the team at Merrill aims to understand you better as an investor and customize a financial approach that aligns with your goals and priorities. With the Merrill Personal Wealth Analysis™, they can document a personalized plan centered on your goals and what you want to achieve. As your life and goals evolve, the team is dedicated to helping you stay on track and make adjustments to your financial approach as needed.
Merrill Lynch Financial Advisor Kevin O'Neill
Merrill Lynch Financial Advisor Kevin O'Neill is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Kevin O'Neill specializes in managing your wealth by creating personalized strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Kevin O'Neill can help you pursue your aspirations through personalized wealth management strategies. Kevin O'Neill follows the Merrill tradition of community involvement by volunteering with local organizations. Through Merrill Personal Wealth Analysis™, Kevin O'Neill can build a personalized plan focused on your goals and aspirations. By understanding your unique financial situation and priorities, Kevin O'Neill can design an approach that reflects your needs and helps you navigate the complexities of the financial markets. With a focus on personalized investment strategies and comprehensive financial solutions, Kevin O'Neill is dedicated to helping you achieve your financial goals.
Merrill Lynch Financial Advisor Maylan Studart-Anders
Merrill Lynch Financial Advisor Maylan Studart-Anders, located at 1325 Franklin Avenue, Garden City, New York, United States, is a finance institution that offers personalized financial planning and investment services. With a background in financial journalism and professional athletics, Maylan brings a unique perspective to helping clients navigate life's transitions and achieve their financial goals. Whether you are a professional athlete, high net-worth individual, small business owner, or retiree, Maylan is dedicated to providing disciplined and accurate financial planning to help you secure your financial future. With a focus on understanding your goals and priorities, Maylan works closely with clients to develop personalized financial plans that align with their values and aspirations. By utilizing tools such as the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Maylan can tailor financial strategies to meet your individual needs and preferences. From managing wealth to planning for retirement, purchasing a home, or passing on assets to future generations, Maylan is committed to helping clients achieve their financial objectives.
Merrill Lynch Financial Advisor Brian J. Finnerty
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.
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