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TOP 30 Financial strategies in Garden City, NY
119 results found
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Risk Strategies Co
Risk Strategies Co is a leading insurance brokerage and risk management firm located at 900 Stewart Avenue in Garden City, New York. With a strong presence in the United States, our team of experts is dedicated to helping clients navigate complex risk and insurance challenges. We offer a wide range of services, including risk assessment, insurance placement, claims advocacy, and employee benefits consulting. Our goal is to provide innovative solutions that protect and enhance the financial well-being of our clients. Contact us today to learn more about how Risk Strategies Co can help you mitigate risk and achieve your business goals.
Merrill Lynch Financial Advisor Michael J Handel
Merrill Lynch Financial Advisor Michael J Handel, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized wealth management strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Michael Handel and his team strive to build strong client relationships based on trust and personalized service. They believe in understanding your unique needs and priorities to create a financial approach that reflects your personality and helps you achieve your goals. By staying informed about changes in your life and revisiting your financial approach, they aim to keep you on track towards financial success. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Michael J Handel is dedicated to helping you navigate the complexities of your financial life.
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.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a reputable finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. Our team of experienced financial advisors offers personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on long-term success and a commitment to excellence, Morgan Stanley Financial Advisors is a trusted partner for individuals and businesses seeking expert financial guidance.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a renowned finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on integrity, innovation, and excellence, we strive to deliver comprehensive financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or managing your investments, Morgan Stanley Financial Advisors is here to guide you every step of the way.
Merrill Lynch Financial Advisor Graham Wolfram
At Merrill Lynch Financial Advisor Graham Wolfram in Garden City, New York, we specialize in helping successful individuals and their families build, manage, preserve, and transition their wealth. With 16 years of experience and a bachelor's degree from the University of Kentucky, Graham utilizes the resources of Merrill Lynch to offer retirement planning, option strategies, fixed income analysis, estate planning, insurance assistance, and lending services. Graham is dedicated to understanding your goals and priorities, and creating a personalized financial approach to help you achieve them. With access to the investment insights of Merrill and banking solutions from Bank of America, we can develop a plan designed to address your financial needs. Let us help you navigate the complexities of your financial life and work towards your goals. Visit us at 1325 Franklin Avenue to start planning for your financial future today.
Merrill Lynch Financial Advisor Ashley M May
Merrill Lynch Financial Advisor Ashley M May is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. They offer a wide range of investment solutions from Merrill and banking products from Bank of America. The May Malfettone Gold Biblo Group is committed to helping clients work through financial issues and identify opportunities. They believe in transparent communication and establishing realistic expectations while reviewing risks and potential rewards with clients. The institution focuses on personalized wealth management strategies tailored to individual goals and priorities. They provide access to investment insights and banking solutions to help clients address their financial needs. The advisors at Merrill Lynch aim to understand each client's unique goals and priorities, offering customized financial approaches to help pursue what matters most to them. With tools to track changes in clients' lives and goals, the institution is dedicated to providing informed financial guidance to help clients reach their goals. Through a deep understanding of clients' investment preferences and priorities, the institution aims to create a financial approach that aligns with their aspirations. Merrill Lynch goes beyond traditional advisory roles to provide clients with investing insights and banking capabilities to make informed decisions in pursuit of their financial goals.
Merrill Lynch Financial Advisor Cijin Hu
Merrill Lynch Financial Advisor Cijin Hu is a reputable finance institution located at 1325 Franklin Avenue in Garden City, New York. As a trusted financial advisor, Cijin Hu offers personalized financial planning services to help clients achieve their financial goals. With a focus on investment strategies, wealth management, and retirement planning, clients can trust Merrill Lynch to provide expert advice and guidance for their financial future. Visit Merrill Lynch Financial Advisor Cijin Hu for professional and reliable financial services in Garden City, New York.
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.
Merrill Lynch Financial Advisor Scott J Koppelman
Merrill Lynch Financial Advisor Scott J Koppelman, located at 1325 Franklin Avenue in Garden City, New York, offers a comprehensive approach to managing wealth. Scott focuses on understanding each client's needs and goals to create personalized strategies. With access to Merrill's investment insights and Bank of America's banking services, he helps address various financial aspects of clients' lives. Scott is dedicated to providing excellent service and assisting clients in pursuing their financial goals. He is actively involved in volunteering within the community and believes in building relationships through meaningful conversations to tailor financial plans to each client's aspirations. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Scott ensures that every financial approach is customized to help clients achieve their goals and adapt to changes in their lives. With a focus on understanding clients' priorities, Scott works to develop and implement personalized plans that manage risk and help turn goals into reality. As a Chartered Retirement Planning Counselor™, Scott is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch Wealth Management Advisors like Scott provide personalized investment strategies and comprehensive financial solutions to address clients' needs and pursue their goals.
The Garden City Group - Morgan Stanley
The Garden City Group - Morgan Stanley is a prestigious financial institution located at 1200 Franklin Avenue in Garden City, New York, United States. With a strong reputation for excellence in financial services, they offer a wide range of investment and wealth management solutions to their clients. Their team of experienced professionals is dedicated to providing personalized and innovative financial strategies to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, The Garden City Group - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Croce Wealth Management - UBS Financial Services Inc.
Croce Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 1055 Franklin Avenue in Garden City, New York, United States. With a team of experienced financial advisors, they offer a wide range of wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Croce Wealth Management provides personalized solutions tailored to each client's unique needs. Their commitment to excellence and dedication to client satisfaction make them a trusted partner in navigating the complexities of the financial world.
Merrill Lynch Financial Advisor Alexander Oliner
Merrill Lynch Financial Advisor Alexander Oliner, located at 1325 Franklin Avenue, Garden City, New York, United States, is a dedicated institution in the finance industry. With over 10 years of experience, Alexander joined Merrill Lynch Wealth Management in 2017. He specializes in understanding the priorities of high-net-worth individuals and families, offering personalized attention and customized investment strategies. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Alexander helps address various aspects of clients' financial lives. Services include asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning. Investment strategies may include equities, fixed income, alternative investments, ETFs, and more. Alexander is a qualified Portfolio Advisor holding Series 7, 55, and 66 FINRA registrations. He is fluent in Hebrew and a graduate of Fordham Law School and Yeshiva University. Alexander is committed to community involvement and volunteering. The institution offers the Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals. Financial advisors at Merrill Lynch Wealth Management focus on family, goals, and priorities, adapting to changes over time. The institution offers tools and resources to help clients track changes in their financial approach and stay on track to achieve their goals. By developing personalized plans and addressing clients' individual needs, Alexander aims to help clients manage, grow, and preserve their wealth. As a Merrill Lynch Wealth Management Advisor, Alexander prioritizes understanding clients' needs and goals to provide tailored solutions. The institution offers comprehensive financial solutions and personalized investment strategies to help clients pursue their financial goals. Through a dedicated one-on-one relationship, clients can navigate financial complexities and achieve their desired outcomes. Investing with Merrill Lynch involves risk, and past performance does not guarantee future results. Alexander Oliner is registered to do business in DE, FL, NJ, NY, VT.
Merrill Lynch Financial Advisor Michael Schneider
Merrill Lynch Financial Advisor Michael Schneider is a reputable institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over thirty years of experience in the financial services industry, Michael Schneider offers personalized financial strategies to high-net-worth individuals, families, and small business owners. He holds a Bachelor of Science degree from Lehigh University, an MBA from New York University, and is a Certified Public Accountant. Schneider's dedication to providing thoughtful financial advice and utilizing Merrill Lynch Wealth Management's comprehensive platform sets him apart in the industry. As a Merrill Lynch Wealth Management Advisor, Michael Schneider prioritizes understanding his clients' goals and priorities to create a tailored financial approach. He believes in building long-term relationships with clients, adapting to changes in their lives and the financial markets. Through comprehensive investment strategies and access to Bank of America's banking solutions, Schneider helps clients manage, grow, and preserve their wealth while pursuing their financial goals.
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 Gregory Ferdinand
Merrill Lynch Financial Advisor Gregory Ferdinand, located at 1325 Franklin Avenue in Garden City, New York, offers insights, observations, and ideas to help clients achieve their financial goals. With a passion for working with high net worth individuals, families, and businesses, Gregory believes in collaborating with clients to define what matters most to them as they prepare for the future. Along with a team of specialists, he provides goals-based wealth management to affluent families, professionals, and business owners. Gregory Ferdinand started his financial services career in 1991 and is dedicated to cultivating long-lasting relationships by providing exceptional service, customized advice, and a disciplined approach to investing. With Merrill Personal Wealth Analysis™, Gregory can build and document personalized plans centered on clients' goals and priorities.
Merrill Lynch Financial Advisor Jack O'Connell
Merrill Lynch Financial Advisor Jack O'Connell, located at 1325 Franklin Avenue, Garden City, New York, offers personalized and professional financial services to individuals, families, and privately held companies. With over 30 years of experience, the O'Connell Group combines the attentive service of a small team with the resources of one of the largest global financial services companies. They specialize in designing customized strategies to help clients achieve their financial goals, whether it be generating income for retirement, funding education, transferring wealth, or establishing a legacy. The team offers a range of capabilities, including personalized advice for corporate executives, business owners, and affluent families. They believe in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The team is committed to helping clients navigate the complexities of their financial lives and achieve their goals through a customized investment approach. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Jack O'Connell is dedicated to helping clients live their best financial life.
Valentino A Scaramuzzo - Financial Advisor, Ameriprise Financial Services, LLC
Valentino A Scaramuzzo - Financial Advisor, Ameriprise Financial Services, LLC, located at 401 Franklin Avenue, Garden City, New York, United States, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Valentino A Scaramuzzo is equipped to assist individuals with asset management, retirement planning, estate planning, investment strategies, and insurance products. The institution also provides specialized services for domestic partners, estate planners, high net worth clients, seniors, and those planning for retirement. With a focus on comprehensive financial planning, Valentino A Scaramuzzo is dedicated to helping clients make informed decisions and achieve their financial goals.
Garden City Financial Group Inc.
Garden City Financial Group Inc. is a leading finance institution located at 100 Garden City Plaza in Garden City, New York, United States. With a team of experienced professionals, Garden City Financial Group Inc. offers a wide range of financial services including investment management, retirement planning, wealth management, and more. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, Garden City Financial Group Inc. is dedicated to helping you achieve your financial goals. With a commitment to excellence and personalized service, Garden City Financial Group Inc. is your trusted partner in financial success.
Merrill Lynch Financial Advisor Pat Zinnanti
Merrill Lynch Financial Advisor Pat Zinnanti, located at 1325 Franklin Avenue, Garden City, New York, United States, is a finance institution focused on building strong client relationships based on trust and personalized service. Every relationship begins with a conversation to identify and prioritize your goals, whether it's transferring wealth, planning for retirement, or funding a child's education. The institution believes in understanding you personally to create a financial approach that reflects your personality and helps you achieve your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop a customized strategy to address your financial needs. The team of talented individuals at Merrill Lynch Wealth Management Advisors is committed to helping you navigate the complexities of your financial life and pursue your goals. Whether you need help managing fluctuations in the market or changes in your life, they are there to guide you every step of the way. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Pat Zinnanti is dedicated to helping you live your best financial life.
WG Financial
WG Financial is a premier financial institution located at 370 Old Country Road in Garden City, New York. With a commitment to providing personalized financial solutions, our team of experts offers a wide range of services including wealth management, retirement planning, and investment strategies. Whether you are an individual looking to grow your assets or a business seeking to optimize your financial performance, WG Financial is dedicated to helping you achieve your goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Merrill Lynch Financial Advisor Steven Scher
Merrill Lynch Financial Advisor Steven Scher, located at 1325 Franklin Avenue in Garden City, New York, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With a focus on risk management, retirement income strategies, long-term care, wealth transfer, and more, Steven and his team are committed to providing top-tier service and advice to help you pursue the life you envision. With a background in finance since 1999 and a dedication to improving the quality of his clients' lives, Steven works closely with each individual to create a customized wealth management plan. By utilizing resources available at Merrill Lynch Wealth Management and Bank of America, Steven aims to help clients achieve their financial goals and navigate the complexities of the market. Through ongoing conversations and personalized guidance, Steven helps clients adapt their financial approach to reflect changes in their lives and achieve their long-term objectives. With Merrill Lynch, you can count on a dedicated advisor who puts your needs first and helps you navigate the financial landscape with confidence.
Eugene Armieri - Financial Advisor, Ameriprise Financial Services, LLC
Eugene Armieri, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue, Garden City, New York, United States, specializes in providing comprehensive financial planning services. Eugene 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, CLU®, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products, Eugene is committed to providing personalized financial solutions to individuals, retirees, small business owners, and high net worth clients. Contact Eugene Armieri today for expert financial advice and guidance tailored to your specific needs."
Merrill Lynch Financial Advisor Harold Williams
Merrill Lynch Financial Advisor Harold Williams, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With over 40 years of experience, the institution provides advice and guidance to help clients pursue their financial goals and secure their future. The team at Merrill Lynch Wealth Management puts clients' interests first and values the long-term relationships they have built. Services include asset allocation, diversification, investment selection, and downside risk management. The Williams Tomlin Group provides access to the Merrill Lynch Wealth Management platform, offering technologies, strategies, and investment alternatives from various financial services providers. The institution works closely with affluent families and individuals, including corporate executives and entrepreneurs, to suggest customized strategies tailored to their unique circumstances. With a focus on understanding clients' life goals, Merrill Lynch Financial Advisor Harold Williams aims to provide clients with the knowledge, insight, and wisdom needed to make informed financial decisions.
Gabriel Plaut - Financial Advisor, Ameriprise Financial Services, LLC
Gabriel Plaut, a financial advisor at Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue in Garden City, New York, offers expert guidance on financial planning and investment strategies. With a focus on helping clients achieve their financial goals, Gabriel Plaut provides personalized advice tailored to individual needs. Background and qualification information for Gabriel Plaut can be found on FINRA's BrokerCheck website. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation, although no written analysis or recommendations will be provided at this stage.
Calvin Kong - Financial Advisor, Ameriprise Financial Services, LLC
Calvin Kong - Financial Advisor at Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue in Garden City, New York, offers personalized financial advice to help clients prepare for their financial goals. With a focus on understanding what is important to each individual, Calvin Kong helps clients feel more confident and in control of their financial future. Services include investment products, financial planning concepts, and consultations to discuss specific goals and strategies. Calvin Kong is a registered investment adviser with FINRA and SIPC, ensuring compliance with regulations and providing a secure environment for financial planning. Clients can expect a comprehensive approach to financial management and guidance on navigating the complexities of the market. Contact Calvin Kong today to start planning for a more secure financial future.
John Levitt - Private Wealth Advisor, Ameriprise Financial Services, LLC
John Levitt is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue in Garden City, New York, United States. John Levitt holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and other financial services. John Levitt is committed to upholding a high standard of ethics and providing personalized financial advice to his clients. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning, John Levitt can help guide you towards your financial goals. Contact John Levitt at Ameriprise Financial Services, LLC for expert financial advice and wealth management services.
George Hunt - Financial Advisor, Ameriprise Financial Services, LLC
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 Erica Gambardella
Merrill Lynch Financial Advisor Erica Gambardella, located at 1325 Franklin Avenue, Garden City, New York, United States, is a finance institution focused on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. Erica Gambardella, CFP®, CPFA, a Wealth Management Advisor, specializes in in-depth planning strategies and a goals-based wealth management process. She creates customized wealth management strategies based on each client's needs, goals, and risk tolerance. With a service-focused approach, Erica helps clients concentrate on their priorities at every stage of their lives. She is a CERTIFIED FINANCIAL PLANNER™ and uses Merrill's advanced platforms and technology to review portfolio progress. The Merrill Personal Wealth Analysis™ helps build personalized plans centered on goals and achievements. By understanding your goals and priorities, Erica and her team work to create a financial approach that reflects your unique needs and financial situation. They focus on helping you stay on track to achieve what matters most to you, providing investment insights and strategies to help you live your best financial life. With a dedicated Merrill advisor by your side, you can access personalized investment strategies and comprehensive financial solutions from Bank of America. Erica Gambardella is registered to do business in multiple states and holds the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™. Please note that investing involves risk and it's important to consult legal and tax advisors before making any financial decisions.
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- Financial consulting
- Financial advisor
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- Medical clinic
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