Financial stability solution in Smithtown, New York

Merrill Lynch Financial Advisor Adam G Wood is a finance institution located at 50 New York 111, Smithtown, New York, United States. Adam is an estate planning attorney turned financial advisor, with a background in running a successful law firm for nearly ten years. He specializes in guiding affluent entrepreneurs, business founders, and executives through key financial decisions, leveraging his knowledge and the resources of Merrill and Bank of America. Adam focuses on creating personalized wealth planning strategies to help clients achieve their goals for financial, business, philanthropy, and intergenerational wealth. He is dedicated to removing clients' emotional burdens and helping them follow a mutually agreed-upon strategy. Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor's degree from University of Scranton. He is also actively involved in his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, live in Kings Park, New York, with their two daughters and a son. At Merrill Lynch Wealth Management, the focus is on building and documenting personalized plans centered on clients' goals and priorities. The institution believes in a values-based approach to financial planning and aims to help clients achieve emotional fulfillment and lasting financial stability. By managing clients' decisions around money, rather than just their money, the institution seeks to unlock multiples of value for clients. Adam Wood is registered to do business in several states including CA, CT, FL, MA, NJ, NY, OH, PR, and TN. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.

Barnum Financial Group is a finance institution located at 16 Lt John Olsen Lane, Saint James, New York, United States. We are dedicated to your financial well-being and helping you achieve your financial goals. Our leadership team is committed to achieving Barnum's mission and creating a culture of belonging, respect, and opportunity for all. We are proud to be recognized for our commitment to our clients and their financial success. Our knowledgeable team can assist you with managing risks, growing your wealth strategically, and planning for your future. We offer educational opportunities, insightful guidance, and personalized solutions to help you meet your needs and achieve your goals. Contact us today to schedule an appointment with a financial professional and start navigating your financial journey with confidence.

NotchBooks is a reputable institution located at 34 East Main Street in Smithtown, New York, United States. Specializing in accounting and finance, NotchBooks offers a wide range of services to help individuals and businesses manage their financial affairs effectively. With a team of experienced professionals, NotchBooks is dedicated to providing top-notch financial solutions and guidance to ensure financial success and stability. Whether you need assistance with bookkeeping, tax preparation, or financial planning, NotchBooks is the go-to institution for all your accounting and finance needs.

Quest Capital Management is a reputable finance institution located at 23 Bellemeade Avenue in Smithtown, New York, United States. With a team of experienced financial professionals, Quest Capital Management offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Quest Capital Management provides personalized solutions tailored to your individual needs. Trustworthy and dedicated, the institution is committed to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future.

Sovereign Global Advisors is a leading financial institution located in Kings Park, New York, United States. With a team of experienced advisors, we provide comprehensive financial solutions to help our clients achieve their investment goals. Our services include wealth management, retirement planning, and investment strategies tailored to each client's unique needs. Trust Sovereign Global Advisors to guide you towards a secure financial future.

Welcome to the Law Office of Ronald D. Weiss, P.C. Located at 33 Flying Point Road, Southampton, New York, the Law Office of Ronald D. Weiss, P.C. is your trusted partner for navigating financial challenges and legal complexities. With over 30 years of experience, Ronald D. Weiss and his team specialize in bankruptcy law, foreclosure defense, mortgage modifications, and debt negotiation, providing invaluable legal solutions to individuals and businesses across Long Island and New York.

Welcome to Vergari Roberta, your trusted partner in accounting and finance located in the heart of Commack, New York. Situated at 354 Veterans Memorial Highway, we are dedicated to providing top-notch financial services tailored to meet the unique needs of both individuals and businesses. Our experienced team is committed to delivering personalized solutions in areas such as tax preparation, bookkeeping, financial planning, and business consulting. At Vergari Roberta, we pride ourselves on our attention to detail, integrity, and commitment to helping our clients achieve financial success. Whether you're a small business owner seeking strategic advice or an individual in need of tax assistance, you can count on us for reliable and professional service. Contact us today to learn how we can support your financial goals.

The Troiano Agency Inc is a reputable insurance agency located at 25 Manor Road in Smithtown, New York. With a commitment to providing top-notch insurance solutions, they offer a wide range of coverage options to meet the needs of individuals and businesses alike. Their team of experienced agents is dedicated to helping clients find the right policies at competitive rates. Whether you are looking for auto, home, life, or business insurance, The Troiano Agency Inc is here to assist you every step of the way. Contact them today to learn more about their services and how they can protect what matters most to you.

Welcome to Catalanotto, Tartaro & Fusco CPAs PLLC, your trusted partner in accounting and finance located in the heart of Nesconset, New York. Situated at 62 Lake Avenue South, we are dedicated to providing exceptional financial services to individuals and businesses in the community and beyond. At Catalanotto, Tartaro & Fusco CPAs PLLC, we understand that navigating the world of finance can be complex. Our team of experienced and knowledgeable certified public accountants is here to simplify the process for you. We offer a comprehensive range of services, including tax preparation, bookkeeping, financial planning, auditing, and business consulting, tailored to meet your unique needs.

Welcome to REV Capital, your trusted partner in financial solutions located at 1 Indian Head Road, Commack, New York. Specializing in invoice factoring, we offer a simple, affordable, and reliable funding process that empowers your business to thrive. Our tailored services ensure that you receive immediate cash flow by advancing most of your invoice value upfront, with the balance paid upon debtor settlement minus a minimal fee. At REV Capital, we understand the unique financial needs of your business. Our solutions are designed to provide the stability necessary for growth, whether it's meeting payroll, expanding your team, or investing in operations and equipment. With enhanced access to capital, you can concentrate on scaling your business without financial constraints.