The 30 Best Financial organizer in New York City, New York

Located at 75 Rockefeller Plaza in New York, Merrill Lynch Financial Advisor Stefanie Tushin Peters is a reputable institution in the finance industry. Stefanie is dedicated to building strong relationships with clients and is passionate about helping individuals and families make important financial decisions. She follows the Merrill tradition of community involvement and volunteers with local organizations. At Merrill Lynch Wealth Management, Stefanie focuses on understanding each client's unique goals, priorities, and investment style. By conducting a Personal Wealth Analysis, she creates personalized plans centered on what clients want to achieve. Clients benefit from Merrill's investment insights, as well as access to trust and fiduciary services from Bank of America Private Bank.

Merrill Lynch Financial Advisor Tony Amato is a finance institution located at 225 Liberty Street in New York, New York, United States. Our mission is to understand you and what matters most to you, in order to design and implement a personalized plan to help you pursue your financial goals while managing investment risk. Our approach focuses on turning goals into reality, whether it's managing future health care expenses, funding a child's education, or planning for retirement. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop a financial approach that addresses your specific needs. Our team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. We offer the Merrill Personal Wealth Analysis™ to help build a personalized plan centered on your goals. We understand that life and financial markets can change over time, so we regularly review and adjust your financial approach to help you stay on track towards achieving your goals.

Merrill Lynch Financial Advisor Roger Mahfouz is a finance institution located at 225 Liberty Street, New York, United States. Roger Mahfouz is dedicated to managing your wealth by creating personalized strategies tailored to your financial goals. As part of the Merrill Lynch Wealth Management team, Roger Mahfouz offers access to investment insights from Merrill and banking solutions from Bank of America. By participating in the community and volunteering with local organizations, Roger Mahfouz demonstrates a commitment to serving the community. Through the Merrill Personal Wealth Analysis™, Roger Mahfouz can help you build a personalized financial plan focused on your aspirations and priorities. By understanding your investment personality and financial goals, Roger Mahfouz can customize an approach to help you achieve what matters most to you. With a focus on ongoing communication and adjustments to your financial approach, Roger Mahfouz aims to help you stay on track towards your goals. By getting to know you personally, Roger Mahfouz can offer a financial approach that reflects your unique needs and personality. As a registered financial advisor in multiple states, Roger Mahfouz is committed to helping clients navigate the complexities of their financial lives and achieve their goals. Contact Roger Mahfouz for personalized investment strategies and comprehensive financial solutions designed to help you live your best financial life.

Financial Dynamics, located at 88 Pine Street in New York, is a leading finance institution that specializes in strategic communications. In today's fast-paced and complex business environment, effective communication with customers, employees, investors, and policymakers is crucial. Financial Dynamics, a part of FTI Consulting, helps business leaders navigate financial, regulatory, and reputational challenges while also seizing opportunities for growth and success. With a team of experienced strategic communications consultants around the world, Financial Dynamics assists organizations in managing crises, navigating market disruptions, and maintaining competitive positions. Their services include financial communications, crisis communications, M&A communications, corporate reputation management, public and government affairs, and data-driven design and digital strategy. By leveraging industry expertise, proprietary research, and a vast network of relationships with key influencers, Financial Dynamics ensures that the right message reaches the right audience at the right time.

Merrill Lynch Financial Advisor Joel B Joachim, located at 200 Park Avenue, New York, is dedicated to understanding your financial goals and helping you achieve them. Their team of talented and experienced individuals offers personalized wealth management services to help you navigate investment risk and pursue your objectives. With a focus on simplicity and client education, they provide tailored strategies to help you turn your goals into reality. Joel B Joachim, a CERTIFIED FINANCIAL PLANNER™ certificant with over 27 years of experience, is committed to providing unbiased advice to high-net-worth families, non-profit organizations, and institutional clients. By combining modern portfolio theory with careful investment selection, Joel aims to bring a risk-managed approach to building and monitoring portfolios. As a qualified Portfolio Manager, Joel can help you pursue your objectives through personalized strategies tailored to your needs. Leveraging the global resources of Merrill Lynch, their team is dedicated to building strong client relationships based on trust and personalized service. Contact them today to start planning for your financial future.

At Merrill Lynch Financial Advisor Olusegun Ayeni, located at 114 West 47th Street in 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, we create personalized strategies tailored to today's market conditions. Our institution offers access to investment insights from Merrill and banking solutions from Bank of America, helping you pursue your goals through customized wealth management strategies. As part of the Merrill tradition, we are actively involved in the communities we serve, volunteering with local organizations to make a positive impact. Our Merrill Personal Wealth Analysis™ tool helps us build a personalized plan centered on your goals and aspirations, adjusting as your life evolves.

United Financial Planning Group LLC is a finance institution located at 14 Pennsylvania Plaza in New York, New York, United States. Our team of CERTIFIED FINANCIAL PLANNER™ professionals and CPA’s are dedicated to providing comprehensive financial planning services to help you achieve your retirement goals. As a Fee-Only, Fiduciary Firm, we offer impartial advice to help you make informed decisions about your finances. Whether you are just starting to think about retirement planning or fine-tuning your goals as you approach retirement, our team is here to help you create a retirement plan that protects the assets you have worked hard to obtain. Contact us today to start planning for a financially secure future.

Merrill Lynch Financial Advisor Philip Dandridge Weyhe is a prestigious finance institution located at 200 Park Avenue, New York, New York, United States. Philip Weyhe, holding an MBA in Finance and prestigious designations such as CAP® Chartered Advisor in Philanthropy and CSRIC® Chartered Sustainable, Responsible and Impact Counselor, offers personalized financial advice to high net worth individuals and charitable organizations. With a focus on philanthropic planning, estate and legacy planning, and sustainable investing, Philip aims to help clients achieve their financial goals while making a positive impact on society. With a strong belief in ethical investing and sustainable practices, Philip provides tailored investment solutions grounded in sustainability pillars such as People, Planet, Principles of Governance, and Prosperity. With years of experience in the finance industry, Philip is dedicated to helping clients navigate the complexities of their financial lives and achieve their long-term objectives. As a Merrill Lynch Wealth Management Advisor, Philip is committed to putting clients first and providing personalized investment strategies to address their unique needs and goals. With a focus on building long-term relationships and staying on track regardless of market fluctuations, Philip strives to help clients live their best financial lives. Contact Merrill Lynch Financial Advisor Philip Dandridge Weyhe for personalized financial advice and investment solutions tailored to your individual needs.

Merrill Lynch Financial Advisor Zalmen Lazaroff is a seasoned and savvy investment professional located at 75 Rockefeller Plaza in New York, United States. With nearly 30 years of experience in wealth management, Zalmen helps clients identify and prioritize their financial objectives before crafting and implementing customized investment management strategies for them. After spending 14 years with Morgan Stanley, Zalmen joined Merrill Lynch Wealth Management in 2009 and continues to serve clients in 18 states. Zalmen's personalized approach and commitment to understanding his clients as individuals set him apart in the industry. As a Senior Portfolio Advisor, Zalmen can manage custom investment strategies on a discretionary basis, drawing from a wide range of Merrill model portfolios and third-party investment strategies. Zalmen holds various certifications and actively supports charitable organizations, demonstrating his dedication to both his clients and his community. With a focus on building strong client relationships based on trust and personalized service, Zalmen and his team at Merrill Lynch Wealth Management are dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets.

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

Merrill Lynch Financial Advisor John Pierce Jonza, located at 266 Merrick Road, Lynbrook, New York, United States, is a finance institution dedicated to managing your wealth through a personalized and flexible strategy tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, John Pierce Jonza and his team offer personalized wealth management strategies to help you pursue your goals. By participating in the community and volunteering with local organizations, John Pierce Jonza follows the Merrill tradition of building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is developed and documented to help you achieve what matters most to you.

Merrill Lynch Financial Advisor Steven E. Eckna, located at 1325 Franklin Avenue in Garden City, New York, has over 20 years of experience in the financial services industry. Prior to joining Merrill Lynch Wealth Management, Steven traded equities on Wall Street for 16 years and advised high net worth individuals, businesses, and foundations on wealth management at Wells Fargo and Bank of New York. Steven works with a diverse range of clients, including financial industry executives, business owners, retirees, and non-profit organizations, providing transparent strategies to help preserve and grow wealth. Born and raised in Garden City, Steven is deeply involved in the community, serving as the president and founder of the Paul R. Eckna Foundation and the Friends of Garden City Football booster organization. He holds several FINRA registrations and believes in a consultative approach to wealth management, taking the time to understand each client's unique situation and goals. Through Merrill Personal Wealth Analysis™, Steven helps clients build personalized financial plans centered on their aspirations and priorities.

Merrill Lynch Financial Advisor James R Gallego is a finance institution located at 1325 Franklin Avenue, Garden City, 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, James Gallego can assist in creating a flexible strategy tailored to today's dynamic market conditions. By providing access to Merrill's investment insights and Bank of America's banking convenience and lending solutions, he aims to help you pursue your financial goals through personalized wealth management strategies. James Gallego follows the Merrill tradition of community involvement, volunteering time with local organizations. The Merrill Personal Wealth Analysis™ tool can help build a personalized plan centered on your goals and aspirations. As a financial advisor at Merrill Lynch Wealth Management, James focuses on your family, goals, and priorities, adapting to changes over time.

Merrill Lynch Financial Advisor Ronald J. Marciano is a seasoned professional with over 30 years of experience in the financial services industry. Located at 1325 Franklin Avenue in Garden City, New York, United States, Ron specializes in serving high net worth individuals, retirees, and small business owners. As a Chartered Retirement Counselor™ professional and Sports & Entertainment-Accredited Wealth Management Advisor™ designee, he focuses on money management, equities, mutual funds, insurance, and fixed income. Ron's investment philosophy emphasizes capital preservation and long-term growth, tailored to each client's individual needs and goals. Ron's commitment to his clients is evident in his solid work ethic, conservative investment approach, and dedication to client service. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. Ron is actively involved in the community, volunteering with organizations such as the Garden City Scholarship Fund, Scouts, and youth sports teams.

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

The Bank of America Financial Center located at 1286 West Broadway in Hewlett, New York, is a leading financial institution offering a wide range of banking and financial services. From personal and business accounts to loans, investments, and wealth management, Bank of America provides comprehensive financial solutions to meet the needs of individuals and businesses alike. With a commitment to excellence and customer satisfaction, the Bank of America Financial Center in Hewlett is dedicated to helping clients achieve their financial goals and secure their financial future.

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.

The Bank of America Financial Center at 79 Main Street in Port Washington, New York, is a leading financial institution offering a wide range of banking and financial services to individuals, businesses, and organizations. With a reputation for excellence and innovation, this bank provides convenient and secure banking solutions to help customers achieve their financial goals. From personal banking services such as checking and savings accounts to business loans and investment options, the Bank of America Financial Center is committed to providing top-notch customer service and financial expertise. Visit us today to learn how we can help you manage your finances and secure your financial future.

Alan Katz, CRPC - UBS Financial Services Inc. is a prestigious finance institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in wealth management and financial planning, Alan Katz and his team provide expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, UBS Financial Services Inc. offers a comprehensive range of services to meet the unique needs of each individual or organization. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, Alan Katz and his team are dedicated to helping you make informed financial decisions and secure a prosperous future.

Merrill Lynch Financial Advisor Peggy Mahoney is a trusted finance institution located at 300 Broadhollow Road, Melville, New York, United States. Peggy Mahoney is an accessible, knowledgeable, and experienced financial advisor who is dedicated to building strong relationships with her clients. With over 25 years of experience advising small business owners, nonprofit institutions, and high net worth individuals, Peggy Mahoney brings a unique disciplined high touch approach to her practice. She focuses on building deep connections with her clients and being the center of their household's financial decision-making team. Peggy Mahoney graduated from Queens College with a degree in Accounting and has a passion for helping clients make important financial decisions. She offers a comprehensive approach to managing wealth by getting to know her clients, their families, financial situations, and what matters most to them. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Peggy Mahoney helps address various aspects of her clients' financial lives.

Merrill Lynch Financial Advisor Gary M Kogel, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to helping clients achieve their financial goals. The institution believes in starting every relationship with a conversation to understand the client's priorities. By listening to the client's needs and goals, the institution can customize a financial approach to help them pursue what matters most. Utilizing research in behavioral finance, Merrill Lynch offers an Investment Personality Assessment to help understand the client's investing preferences. This assessment allows the institution to develop a personalized financial approach tailored to the client's goals. With access to investment insights and banking solutions, Merrill Lynch works with clients to address their financial needs and help them manage, grow, and preserve their wealth.

Thrivent Financial, located at 77 Deer Park Avenue in Babylon, New York, is a finance institution that believes everyone deserves a financial plan they can be confident about. They offer resources and strategies tailored to your unique situation and goals, helping you achieve financial security and prioritize what matters most to you. Their free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to guide you through life's challenges and opportunities. They also offer generosity programs and charitable planning options, encouraging clients to give back to their communities. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization providing advice, investments, insurance, banking, and generosity programs. Their mission is to help people make the most of all they've been given, achieve clarity, and live a more meaningful and generous life. Thrivent is dedicated to helping clients put their faith into action and follow their hearts.

The Bank of America Financial Center is a prominent banking institution located at 231 Beach 20th Street in New York, United States. As a leading player in the finance industry, this center offers a wide range of banking services to individuals, businesses, and organizations. From checking and savings accounts to loans and investments, Bank of America provides comprehensive financial solutions to meet the diverse needs of its customers. With a strong reputation for reliability and customer service, this institution is a trusted partner for managing finances and achieving financial goals.

The Bank of America Financial Center located at 52 East Park Avenue in Long Beach, New York, offers a wide range of banking and financial services to individuals and businesses. Whether you need assistance with checking and savings accounts, loans, investments, or wealth management, our knowledgeable staff is here to help. With convenient hours and a convenient location, the Bank of America Financial Center is committed to providing top-notch customer service and financial solutions to meet your needs. Visit us today to see how we can help you achieve your financial goals.

CPA Financial Network, located at 6500 Sheridan Drive in Williamsville, New York, is a finance institution that believes in the power of dreams. They understand the importance of planning for the future, whether it's envisioning your children graduating or planning for retirement. The team at CPA Financial Network is dedicated to helping clients achieve their financial goals and preserve their wealth. With over three decades of experience, they offer personalized financial planning advice to empower individuals, families, and organizations. Contact them today to start your journey towards a secure financial future.

Merrill Lynch Financial Advisor Blake D. Dougherty is located at 6245 Sheridan Drive, Suite 300, Williamsville, New York, United States. This finance institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong client relationships based on trust and personalized service. The advisors at Merrill Lynch focus on understanding the client's family, goals, and priorities, adapting to their changing needs over time. With access to the global resources of Merrill and Bank of America, the team helps clients design and implement personalized financial plans to pursue their goals while managing investment risk. Through conversations and the Investment Personality Assessment, Merrill Lynch gets to know clients on a personal level to customize financial approaches that align with their aspirations. The institution offers services such as Merrill Personal Wealth Analysis™ to document personalized plans centered on the client's goals. By regularly checking in with clients to discuss changes in their lives and financial markets, Merrill Lynch aims to help clients stay on track to achieve their most important goals. The team at Merrill Lynch is committed to providing the latest investment insights, tips, and strategies to help clients live their best financial lives. With certifications from organizations such as the CFP Board and the Investments & Wealth Institute, Merrill Lynch advisors offer expertise and guidance to help clients navigate the complexities of their financial lives.

Services Financial is a leading finance institution located in Schenectady, New York, United States. We offer a wide range of financial services to individuals, businesses, and organizations. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and objectives. Whether you need assistance with investments, loans, or financial planning, we are here to provide expert guidance and support. Trust Services Financial to help you navigate the complexities of the financial world and secure your financial future.

First New York Retirement and Investment Services, located at 2 Wall Street in Albany, New York, is a finance institution offering a comprehensive financial management program through LPL Financial. This program is designed to help individuals organize their financial affairs and plan for the future. Members can take advantage of consultations at no cost or obligation. The financial professionals at First New York Retirement and Investment Services are registered representatives with LPL Financial, offering securities and advisory services. Insurance products are also available through LPL or its licensed affiliates. Please note that First New York Federal Credit Union and First New York Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Securities and insurance offered through LPL or its affiliates are available to First New York members. Visit our office at First New York headquarters to learn more about our Financial Professionals. Please be aware that the LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For more information, please visit our website or contact us directly.

New World Accounting Corporation is a reputable accounting and finance institution located at 10 Fiske Place in Mount Vernon, New York, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. At New World Accounting Corporation, we are committed to providing our clients with accurate and efficient financial solutions to help them achieve their goals. Contact us today to learn more about how we can assist you with your accounting needs.

Trinity 3 in 1HDFC is a prestigious institution located at 2015 Southern Boulevard in New York, United States. This unique organization offers a comprehensive range of services, including financial consulting, real estate management, and community development. With a focus on providing top-notch solutions to individuals and businesses alike, Trinity 3 in 1HDFC prides itself on its commitment to excellence and customer satisfaction. Whether you are looking for expert financial advice or seeking assistance with property management, Trinity 3 in 1HDFC is the place to turn to for all your needs. Visit us today and experience the difference that Trinity 3 in 1HDFC can make in your life.