TOP 10 Financial plan development in New York City, New York

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

Merrill Lynch Financial Advisor 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 Thomas Travers IV is a finance institution located at 100 Jericho Quadrangle in Jericho, New York, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial planning and investment strategies tailored to individual goals and priorities, with a focus on managing investment risk. Their mission is to understand each client's unique needs and help them pursue their financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop a customized approach to address their financial needs. Through the Investment Personality Assessment, they gain a deeper understanding of each client's investing preferences and goals. They believe that financial success can be achieved by making informed investment decisions that align with personal goals. The team at Merrill Lynch Wealth Management Advisors is committed to helping clients stay on track to achieve what matters most to them, adjusting their financial approach as life and goals change. By prioritizing the client's needs and goals, they create a financial plan that reflects their personality and helps them navigate market fluctuations. The institution offers a range of services, including personalized investment strategies, financial planning, and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship, Merrill Lynch Financial Advisor Thomas Travers IV puts the client first, every day.

Robert Armieri, a financial advisor at Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue in Garden City, New York, offers expert financial planning services to help clients achieve their financial goals. With a focus on providing personalized advice and guidance, Robert Armieri is dedicated to helping clients navigate the complexities of the financial world. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. Through this consultation, clients can gain insight into financial planning concepts and explore potential strategies for building a more secure financial future.

Achilleas Psihudakis, a financial advisor at Ameriprise Financial Services, LLC, located at 300 Old Country Road in Mineola, New York, offers personalized financial planning services to help clients achieve their financial goals. With a focus on areas such as retirement planning, investment management, and estate planning, Achilleas Psihudakis has the expertise and experience to guide clients towards financial success. Clients can review his background, credentials, and experience to ensure a good fit for their needs. By filling out a "Request consultation" form, clients can connect with Achilleas Psihudakis for a complimentary initial consultation to discuss their financial goals and create a customized financial plan.

Merrill Lynch Financial Advisor Jacob Flikshteyn, located at 100 Jericho Quadrangle in Jericho, New York, offers personalized financial advice and guidance to help individuals and families pursue their financial goals. The institution, part of The Leiman Group, values teamwork and involvement to provide access to global investment capabilities and banking convenience through Bank of America. The advisors at Merrill believe in building strong client relationships based on trust and personalized service. By understanding your priorities, risk tolerance, and financial goals, the team works with you to develop a personalized plan that evolves over time to reflect changes in your life and the financial markets. As a client, you can expect transparency on potential risks and opportunities, as well as ongoing support to ensure your strategy stays on track. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Jacob Flikshteyn is committed to helping you achieve your goals with a customized investment approach centered on your needs and aspirations.

The Merrill Lynch Financial Advisor Sudip Mukherjee is located at 100 Jericho Quadrangle in Jericho, New York, United States. The Mukherjee Wealth Management Group focuses on building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking convenience. As financial advisors, they provide personalized advice and guidance to help individuals and families pursue their financial goals. The team works closely with clients to develop a personalized financial plan, track progress, and make adjustments as needed. By understanding each client's unique situation and priorities, they can offer a customized approach that reflects their goals and values. The team at Merrill believes in helping clients make investment-related decisions that can help them reach personally meaningful goals. Through the Merrill Investment Advisory Program, they offer custom strategies that deliver an appropriate balance of risk and reward, grounded in a deep understanding of each client's needs. The goal is to help clients achieve financial success by staying on track to reach what's most important to them. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. The Merrill Personal Wealth Analysis™ helps build and document a personalized plan centered on client goals. The team understands that both life and financial markets can change over time, and they work with clients to update their approach to reflect these changes. By getting to know each client personally and understanding what matters most to them, the team can help create a financial approach that is built around their life priorities. As Merrill Lynch Wealth Management Advisors, they help clients navigate the financial complexities of life, building a customized investment approach to address their needs and pursue their goals. With a dedicated one-on-one relationship, clients can access personalized investment strategies and comprehensive financial solutions. The team is there to listen, guide, and help clients along their financial journey, no matter the question or decision. Investing involves risk, and the team at Merrill does not provide legal, tax, or accounting advice, encouraging clients to consult with their own advisors before making financial decisions. The goal is to help clients achieve their financial goals and live their best financial life through personalized advice and guidance.

Christopher Skutnik is a Financial Advisor at Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. He specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, addressing various aspects such as asset management, estate planning, retirement planning, risk management, and investment strategies. Christopher Skutnik is dedicated to upholding the highest ethical standards and staying current with the latest industry knowledge to best serve his clients' financial needs.

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

Merrill Lynch Financial Advisor Angelo Mamone, Jr. is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. As a Senior Financial Advisor and Senior Vice President, Angelo Mamone, Jr. and his team help clients develop personalized retirement plans to ensure their assets last through their lifetime and beyond. With a focus on building strong client relationships based on trust and personalized service, they assist clients with managing multiple aspects of their financial lives. Specializing in helping union members navigate retirement decisions and advising small business owners on their finances, Angelo Mamone, Jr. offers tailored and personalized financial solutions. By utilizing the global resources of Merrill, clients receive comprehensive financial strategies and advice to help them achieve their goals. With a commitment to delivering exceptional service and exceeding client expectations, Angelo Mamone, Jr. aims to build lasting relationships grounded in warmth and genuine care.

Suzanna Charbonnier is a highly experienced Financial Advisor at RBC Wealth Management, located at 1 Jericho Plaza in Jericho, New York. With a strong background in finance, Suzanna offers personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, she provides expert guidance and support every step of the way. Trust Suzanna Charbonnier to help you secure your financial future.

Merrill Lynch Financial Advisor Geoffrey V Giffuni, located at 1325 Franklin Avenue, Garden City, 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 and prioritize the goals that matter most to each individual or family. By listening and learning about the client's aspirations, Merrill Lynch Financial Advisor Geoffrey V Giffuni creates customized financial approaches to help pursue passions, transfer wealth to the next generation, and provide guidance on important financial decisions. The institution utilizes the Investment Personality Assessment to gain a deeper understanding of each client's investing preferences and behaviors in order to tailor financial strategies accordingly. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop a comprehensive plan to manage, grow, and preserve their wealth while addressing their financial needs.

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

Anthony P Palumbo is a financial advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. Ameriprise has been recognized as one of the Most Trustworthy Companies in America by Newsweek. Anthony P Palumbo offers personalized financial advice to help clients navigate the complexities of investing. With a focus on risk tolerance and potential returns, he helps clients develop strategies to achieve their financial goals. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Anthony P Palumbo is registered in multiple states and is committed to providing expert financial guidance to clients. Schedule a complimentary initial consultation to begin planning for a more secure financial future. Please refer to FINRA's BrokerCheck website for more information on Anthony P Palumbo and Ameriprise Financial Services, LLC.

Merrill Lynch Financial Advisor Thomas Travers III is a finance institution located at 100 Jericho Quadrangle in Jericho, New York, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial planning services to help clients pursue their goals and manage investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop customized approaches to address their financial needs. The institution focuses on understanding clients' aspirations and encourages them to ask questions about issues that matter most to them. Through the Investment Personality Assessment, they aim to gain a deeper understanding of clients' investing preferences and tailor their financial approach accordingly. The institution believes in staying updated on clients' changing life and financial goals to ensure their approach reflects these changes. Merrill Lynch Financial Advisor Thomas Travers III is committed to helping clients achieve their financial goals through personalized and comprehensive financial planning services.

Paul Van Steen - Financial Advisor at Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, offers expert financial advice and services. With a background in finance and qualifications available on FINRA's BrokerCheck website, Paul Van Steen can help clients navigate the complexities of investing. Understanding the relationship between risk and reward is key in developing an investment strategy tailored to each individual's risk tolerance. By setting up a complimentary initial consultation, clients can take the first step towards a more confident financial future. Ameriprise Financial Services, LLC, a registered investment adviser, provides investment products and services to help clients reach their financial goals. Securities are offered through Ameriprise Financial Services, LLC, member FINRA and SIPC. Paul Van Steen is registered in specific states and can conduct securities business with residents of those states. Contact Paul Van Steen today to discuss your financial priorities and start planning for a secure future.

Merrill Lynch Financial Advisor Tyler E Alvarez is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. The institution takes a personalized approach to understanding your life priorities and creating a customized financial plan tailored to you, your family, and your goals. The Miranda Wealth Management Group, where Tyler E Alvarez works, utilizes a holistic investing approach focused on integrity, attention, and hard work. They collaborate with tax advisors and attorneys to ensure the best interest of the client is always a priority. With a commitment to excellence, they offer tailored strategies for high net worth individuals, families, and businesses to help meet both short-term and long-term financial goals. Their services include investment management, retirement analysis, insurance, trust and estate planning, and lending, supported by the resources of Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A. The institution believes in developing strategies that help clients build wealth while reducing risk and volatility, with a focus on helping clients pursue their goals. They offer personalized financial approaches designed to address individual needs, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. The team at Merrill Lynch Financial Advisor Tyler E Alvarez is dedicated to building strong client relationships based on trust and personalized service, with a commitment to helping clients achieve what matters most to them.

Gregory Aloisio - Financial Advisor, Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, offers personalized financial planning services to help clients achieve their goals. With a focus on risk tolerance and investment strategies, Gregory Aloisio helps clients navigate the complexities of the financial market. As a registered investment adviser with Ameriprise Financial Services, LLC, Gregory Aloisio is committed to providing expert guidance to residents of various states. Clients can expect a comprehensive initial consultation to discuss their financial needs and goals. By working with Ameriprise Financial Services, LLC, clients can access a range of investment products and services to help secure their financial future. Please refer to FINRA's BrokerCheck website for more information on Gregory Aloisio's qualifications and background. Contact Gregory Aloisio today to schedule a consultation and take the next step towards a more confident financial future."

Merrill Lynch Financial Advisor Jason H. Wachtler is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. As Merrill advisors, they offer personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. The institution believes in starting every relationship with a conversation to identify and prioritize your goals. They utilize the Investment Personality Assessment to understand your investing preferences and customize a financial approach to help you achieve your goals. The Miller – Wachtler Group is a Global Wealth Management Team with over 60 years of collective experience, providing customized financial solutions to high net worth individuals, affluent families, and businesses. The team works closely with clients and their professional advisors to develop sound investment management strategies. Merrill is proud of their advisors who have received recognition from financial industry publications. The team is committed to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. The institution believes in staying connected with clients to discuss changes in their life and financial approach to help them achieve their goals. They offer the latest investment insights, tips, and strategies to help you live your best financial life. Certified by the Certified Financial Planner Board of Standards, Inc., Merrill Lynch Financial Advisor Jason H. Wachtler is dedicated to helping you reach your financial goals.

Merrill Lynch Financial Advisor Corey Streim, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to understanding your financial goals and helping you achieve them. With a personalized approach and access to investment insights from Merrill and banking solutions from Bank of America, Corey Streim works with you to develop a plan that addresses your unique needs and priorities. By taking into account your aspirations, questions, and concerns, the institution aims to help you manage, grow, and preserve your wealth for the future. Whether you are planning for retirement, saving for a home, funding education, or passing on wealth to future generations, Corey Streim offers advice and guidance tailored to your specific goals. Through the Merrill Investment Advisory Program, you can benefit from custom strategies that balance risk and reward, ensuring you stay on track to meet your financial objectives. With a team of experienced professionals committed to building strong client relationships, Merrill Lynch Financial Advisor Corey Streim provides personalized service and support to help you achieve your financial goals.

Jeffrey E Wenzel is a Financial Advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road in Melville, New York, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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®, Jeffrey E Wenzel offers comprehensive and specialized financial services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with asset management, retirement planning, estate planning, investment strategies, insurance products, or tax and benefits planning, Jeffrey E Wenzel has the expertise and knowledge to help you navigate the complexities of financial planning. With a commitment to ethical practices and ongoing education, Jeffrey E Wenzel is dedicated to providing personalized and effective financial solutions to meet your unique needs.

Merrill Lynch Financial Advisor Matthew A Roache, located at 1305 Walt Whitman Road in Melville, New York, offers personalized financial planning services tailored to your life priorities. The Miranda Wealth Management Group takes a holistic approach to investing, focusing on integrity, attention, and hard work to ensure that each client's financial situation and desires are fully understood. By collaborating with tax advisors and attorneys, the team ensures that all aspects of your financial strategy work together seamlessly. Specializing in high net worth individuals, families, and businesses, Merrill Lynch Financial Advisor Matthew A Roache provides customized recommendations for investment management, retirement planning, insurance, trust and estate planning services, and lending. With access to resources from Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A., the team can help you achieve a balance between building wealth and reducing risk.

et personalized advice and guidance tailored to your unique financial goals and aspirations. The Merrill Lynch Financial Advisor Elana Gofman, located at 300 Broadhollow Road in Melville, New York, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. The team, led by Lee Rosen and his partner Elana Gofman, specializes in serving owners of family businesses, attorneys, accountants, physicians, and retirees throughout the United States. At Merrill Lynch Wealth Management, the focus is on understanding what matters most to you - whether it's transferring wealth to the next generation, saving for a home, funding a child's education, or planning for retirement. The team utilizes the Investment Personality Assessment to gain a deeper understanding of your investing preferences and develop a customized financial approach to help you pursue your goals.

Merrill Lynch Financial Advisor Len Baldassare, located at 300 Broadhollow Road in Melville, New York, offers personalized wealth management strategies tailored to your individual financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Len Baldassare can help you navigate the complexities of the financial markets and make informed decisions to achieve your aspirations. Len Baldassare follows the Merrill tradition of community involvement, volunteering with organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis™, a personalized financial plan can be created to align with your unique goals and objectives. Through ongoing conversations and assessments, Len Baldassare aims to understand your investment preferences and develop a customized approach to help you pursue what matters most to you.

Merrill Lynch Financial Advisor Sophia E Tzemis, located at 1305 Walt Whitman Road in Melville, New York, is a dedicated finance institution committed to building strong relationships with clients. Sophia Tzemis, a Certified Financial Planner, offers personalized wealth management services to affluent families, focusing on investment, retirement, estate, and wealth preservation goals. With over 25 years of experience in the financial services industry, Sophia utilizes the full range of services offered by Merrill Lynch to help clients achieve their financial objectives. She takes the time to understand each client's unique situation and develops tailored strategies to meet their needs. Sophia's approach to investing is centered on understanding her clients' personal goals and priorities, ensuring that their financial plan reflects their individual needs. As a Merrill Lynch Wealth Management Advisor, Sophia provides clients with access to investment insights, trust and fiduciary services, and credit and lending solutions from Bank of America. She is dedicated to helping clients navigate the complexities of their financial lives and achieve their long-term goals. Contact Merrill Lynch Financial Advisor Sophia E Tzemis today to start planning for your financial future.

Brian G Jacobs, a financial advisor at Ameriprise Financial Services, LLC, located at 2150 Joshuas Path in Hauppauge, New York, United States, offers expert guidance on navigating the complexities of retirement planning and investment strategies. With a focus on helping clients achieve their financial goals, Brian provides personalized advice and recommendations tailored to individual needs. As a member of FINRA and SIPC, clients can trust in the expertise and professionalism of Ameriprise Financial Services, LLC. Whether you are looking to secure your retirement income, navigate market fluctuations, or plan for the future, Brian is here to provide comprehensive financial solutions. Schedule a complimentary initial consultation to start your journey towards a more confident financial future. Don't hesitate to reach out and discuss what matters most to you with Brian G Jacobs at Ameriprise Financial Services, LLC.

Merrill Lynch Financial Advisor Brian Slattery, located at 50 New York 111, Smithtown, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. The team at Merrill Lynch shares a common goal of helping clients pursue their personal planning strategies, whether it's funding their children's educations, ensuring income lasts through retirement, or managing the transfer of wealth to the next generation. By providing timely insights on market trends and global economy, the institution aims to help clients stay on track towards their financial goals. With a focus on simplicity and transparency, the team at Merrill Lynch strives to make the often intimidating task of financial planning an exciting journey towards reaching financial objectives. Through personalized conversations and financial assessments, Merrill Lynch helps clients develop a customized financial approach to address their specific needs and goals. Whether it's planning for retirement, saving for a home, or funding a child's education, Merrill Lynch provides access to the investment insights and banking capabilities needed to make informed decisions. With a focus on understanding clients' goals and priorities, Merrill Lynch aims to bring fresh perspectives to their financial lives and help them achieve success in reaching their goals.

Merrill Lynch Financial Advisor Lori A Bjorndahl is a finance institution located at 50 New York 111, Smithtown, New York, United States. At Merrill Lynch, every relationship begins with a conversation to help identify and prioritize your goals. Whether you are looking to transfer wealth to the next generation, customize your financial approach, or seek advice on staying informed, the team at Merrill Lynch listens to learn more about you and your family. Drawing upon research in behavioral finance, Merrill developed the Investment Personality Assessment to better understand your investing preferences and help customize your financial approach. The team at Merrill Lynch believes in helping you make investment decisions that align with your goals, whether it's planning for retirement, saving for a home, or funding a child's education. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with you to develop a personalized plan to address your financial needs. The mission of Merrill Lynch 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. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Contact Merrill Lynch Financial Advisor Lori A Bjorndahl to start working towards your financial goals today.

Carolyn Smith-LoGiudice is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. She holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Carolyn specializes in helping individuals with asset management, retirement planning, estate planning, investment strategies, and insurance products. She is dedicated to providing expert advice and comprehensive financial planning services to her clients.

Richard Rosenberg, a financial advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals. Located in Hauppauge, New York, Richard offers personalized financial planning and investment advice to individuals and families. With a focus on areas such as retirement planning, investments, and estate planning, Richard has the expertise and experience to guide clients towards financial success. Each Ameriprise advisor, including Richard, has their own top areas of focus tailored to meet the unique needs of their clients. By reviewing Richard's background, credentials, and experience, clients can determine if his approach aligns with their financial goals. Clients can easily connect with Richard by filling out a "Request consultation" form, and he will reach out to schedule a complimentary initial consultation to discuss their financial objectives and develop a personalized plan. Whether clients are planning for retirement, building wealth, or protecting their assets, Richard Rosenberg is dedicated to helping them achieve financial security and peace of mind.