TOP 30 Fund transfers in New York, New York

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Michael DeSalvo is a Financial Advisor at Ameriprise Financial Services, LLC, located at 800 Veterans Memorial Highway, Hauppauge, New York. Michael 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®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael's expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. As a Certified Military Financial Advisor®, Michael is also trained to serve veterans and active duty military personnel. With a strong focus on ethics and continuing education, Michael is dedicated to providing comprehensive financial planning services to individuals and businesses, tailored to their specific needs and goals.

Matthew Posch - Financial Advisor at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway in Hauppauge, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Matthew provides investment recommendations and portfolio analysis to help you achieve your financial objectives. Regular meetings and progress tracking ensure that your financial plan remains aligned with your changing life circumstances. Access your accounts and investments securely from any device, and schedule a complimentary initial consultation to learn more about how Matthew can assist you. Check FINRA's BrokerCheck website for background and qualification information. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Scott Kaufman is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. Scott holds various 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®, 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®. Scott is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With a focus on asset management, estate planning, investment strategies, and retirement planning, Scott Kaufman is committed to helping clients achieve their financial goals and secure their financial future.

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.

Claire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. Claire Kemp Fitz holds various 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®, 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®. The institution offers comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Claire Kemp Fitz and her team are dedicated to providing expert advice and guidance in asset management, investment opportunities, estate planning, insurance products, retirement planning, and more. With a focus on ethics and professionalism, Claire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC is a trusted partner in helping clients achieve their financial goals."

Darrin Bradley - Financial Advisor at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States, specializes in providing comprehensive financial planning services. Darrin Bradley holds various 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, and more. These certifications demonstrate Darrin Bradley's expertise in various aspects of financial planning, including asset management, estate planning, retirement planning, investment management, and more. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Darrin Bradley can provide personalized guidance and support tailored to your unique needs. Contact Darrin Bradley today for expert financial advice and strategic planning to help you achieve your financial goals.

Jonathan Kuttin is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway in Hauppauge, New York. Specializing in finance, Jonathan Kuttin 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®, 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®, among others. These certifications demonstrate Jonathan Kuttin's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Jonathan Kuttin is committed to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.

John Gleeson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. John Gleeson holds various 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Chartered Life Underwriter Designation®. John Gleeson specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and advanced knowledge in asset management, investment strategies, estate planning, and retirement planning, John Gleeson is dedicated to helping clients achieve their financial goals. Contact John Gleeson - Private Wealth Advisor, Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management services.

Ashley Lang - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. The institution offers a range of financial services and is staffed with professionals who hold various certifications and designations to provide expert advice on wealth management and investment strategies. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, 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®. The institution is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement or dealing with complex financial situations. With a focus on ethical practices and advanced knowledge in asset management, estate planning, investment strategies, and retirement planning, Ashley Lang - Private Wealth Advisor, Ameriprise Financial Services, LLC is a trusted partner in helping clients achieve their financial goals.

Evan Branfman - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. The institution offers a range of certifications and designations to its advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, 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®. These certifications cover a variety of financial planning topics, including asset management, retirement planning, estate planning, investment strategies, and more. Advisors at Evan Branfman - Private Wealth Advisor are dedicated to providing expert financial advice to help individuals achieve their financial goals.

Merrill Lynch Financial Advisor Michael Wein is a finance institution located at 114 West 47th Street, New York, New York, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The Wein Group team offers a strategy that focuses on you and your personal goals, rather than just the market. With access to global investing capabilities and banking solutions, the team can help you identify and prioritize your financial goals, whether it's funding education, retirement planning, healthcare costs, or wealth preservation. The financial planning process begins with understanding your goals, risk tolerance, and liquidity needs, so that a personalized plan can be created to help you pursue your goals. With regular check-ins and adjustments, the team aims to help you stay on track and adapt your approach as your life and goals change. Merrill Lynch Wealth Management Advisors are committed to providing personalized investment strategies and comprehensive financial solutions to help clients navigate the financial landscape and achieve their goals.

Merrill Lynch Financial Advisor Lawrence C Liebers is a prestigious finance institution located at 75 Rockefeller Plaza in New York, United States. The institution is known for its team of talented and experienced individuals who are committed to providing exemplary client service based on trust and personalized service. Merrill is proud of their advisors who have received recognition from industry publications such as Forbes and Barron's for their outstanding client service. The institution offers a range of financial services, including wealth management, investment planning, and personalized financial strategies. The team at Merrill Lynch is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. With access to the global resources of Merrill and banking solutions from Bank of America, clients can expect a comprehensive approach to managing their wealth and pursuing their financial objectives. Whether you are planning for retirement, saving for a major purchase, or funding a child's education, Merrill Lynch Financial Advisor Lawrence C Liebers can provide personalized guidance and support to help you reach your goals. Contact them today to schedule a consultation and start planning for a secure financial future.

Crown Holding USA is a leading finance institution located at 327 43rd Street in New York, United States. With a strong reputation for excellence in financial services, Crown Holding USA offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management, or assistance with financial planning, the experienced professionals at Crown Holding USA are dedicated to helping you achieve your financial goals. Visit us today to see how we can help you secure your financial future.

Merrill Lynch Financial Advisor Christian Ernesto Jarrin is a finance institution located at 225 Liberty Street, New York, New York, United States. As part of the New York International Group, they believe in building strong relationships through teamwork and involvement. Their advisors and wealth management client associates provide access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Their mission is to understand each client individually and create personalized financial plans to help them pursue their goals while managing investment risk. They offer a range of services, from transferring wealth to the next generation to preparing for retirement or funding a child's education.

Merrill Lynch Financial Advisor Brian Thomas Dalton, located at 114 West 47th Street, New York, New York, United States, is a finance institution dedicated to understanding and prioritizing your financial goals. With a team of experienced professionals, they offer personalized wealth management services to help you pursue your financial aspirations while managing investment risks. By getting to know you personally, they can create a customized plan tailored to your unique needs and priorities. Whether you are planning for retirement, saving for a major purchase, or funding a child's education, they are committed to helping you achieve your goals. With access to the global resources of Merrill, their team is equipped to provide comprehensive financial solutions and personalized service. Trust Merrill Lynch Financial Advisor Brian Thomas Dalton to guide you towards financial success and help you navigate the complexities of your financial life.

Daniel Starr - RBC Wealth Management Financial Advisor is a renowned financial institution located at 1211 6th Avenue in New York, New York, United States. As a trusted advisor, Daniel Starr offers personalized financial planning and investment services to help clients achieve their financial goals. With a wealth of experience and expertise in the finance industry, Daniel Starr provides tailored solutions to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Daniel Starr - RBC Wealth Management Financial Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Shawn W. Hanna, located at 200 Park Avenue, New York, United States, is a finance institution supported by the global resources of Merrill. The team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As financial advisors at Merrill Lynch Wealth Management, they focus on your family, goals, and priorities, adapting to changes over time. They offer advice and guidance to help successful individuals and families pursue their financial goals, placing you at the center of their focus. By developing a personalized plan based on your priorities, risk tolerance, time horizon, liquidity needs, and financial goals, they work with you to manage, grow, and preserve your wealth. With access to investment insights from Merrill and banking solutions from Bank of America, they aim to address your financial needs. The institution puts the interests of customers first, as stated by founder Charles Merrill in 1914. They offer services to help you tackle any financial challenge you may face and help you make investment decisions to reach your goals. Through tools like the Merrill Personal Wealth Analysis™, they can build a personalized plan centered on your goals. They understand that life and financial markets change, and will regularly review and adjust your financial approach to keep you on track. By getting to know you personally, they can offer advice tailored to your personality and priorities. Working with a Merrill Lynch Wealth Management Advisor means having a dedicated partner to help you navigate the complexities of your financial life and create a customized investment approach to pursue your goals. They are committed to putting you first and providing personalized investment strategies and comprehensive financial solutions. Whether you are planning for retirement, buying a home, funding education, or passing on wealth, they are there to guide you every step of the way.

Merrill Lynch Financial Advisor Kevin F Mullon, located at 75 Rockefeller Plaza, New York, United States, is a finance institution dedicated to helping clients achieve their long-term financial goals. With a personalized approach, the institution works one-on-one with clients to develop strategies tailored to their individual needs and aspirations. By listening carefully to clients' priorities and preferences, the team at Merrill Lynch aims to create a customized financial plan that aligns with their values and objectives. Using the Investment Personality Assessment tool, Merrill Lynch gains a deeper understanding of clients' investing preferences and behaviors, allowing for a more tailored approach to wealth management. The institution offers a wide range of services, including retirement planning, education funding, and wealth transfer strategies, all designed to help clients pursue their financial goals with confidence.

Thomas Gonzalez is a Financial Advisor at Ameriprise Financial Services, LLC located at 767 3rd Avenue, New York, New York, United States. Thomas has several 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®, 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®. These certifications demonstrate Thomas's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Thomas is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Thomas Gonzalez at Ameriprise Financial Services, LLC for expert financial advice tailored to your specific needs.

National Financial Network 恒信理财 is a leading finance institution located at 136-20 38th Avenue in New York, United States. With a strong focus on financial planning and wealth management, our team of experienced professionals offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, National Financial Network 恒信理财 is here to provide expert guidance and support. Trust us to help you build a secure financial future.

Merrill Lynch Financial Advisor Edward W Blatz, located at 6965 Yellowstone Boulevard in New York, United States, is a top-tier finance institution dedicated to providing exemplary client service. Recognized by Forbes for having one of the "Best-in-State Wealth Management Teams" in 2024, the team at Merrill is supported by global resources and consists of talented individuals committed to building strong client relationships based on trust and personalized service. As a Senior Resident Director - Wealth Management Advisor, Edward W Blatz and his team take a hands-on approach to financial guidance, focusing on long-term strategies tailored to each client's specific needs, goals, and risk tolerance. By listening to clients' aspirations and priorities, they help develop personalized plans to manage, grow, and preserve wealth, while also addressing future goals such as healthcare expenses, education funding, and wealth transfer. With access to investment insights from Merrill and banking solutions from Bank of America, Merrill Lynch Financial Advisor Edward W Blatz is dedicated to helping clients achieve financial stability and independence, providing an exemplary level of service and advice to become a lifetime resource for their financial well-being.

Merrill Lynch Wealth Management is a prestigious finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With a reputation for excellence in financial services, Merrill Lynch offers a wide range of wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced financial advisors provide personalized advice and guidance to clients, helping them navigate the complexities of the financial world and make informed decisions. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Merrill Lynch Wealth Management is dedicated to helping you build a secure financial future.

Merrill Lynch Financial Advisor Brad Green, located at 1325 Franklin Avenue in Garden City, New York, is a finance institution dedicated to helping clients achieve their financial goals with an 'uninterrupted and uncompromised' journey towards retirement, wealth transfer, or any other meaningful objective. The team at Merrill Lynch believes in starting every relationship with a conversation to understand and prioritize the goals that matter most to each individual. By utilizing tools such as the Investment Personality Assessment, the team can customize a financial approach tailored to each client's unique preferences and priorities. The Green-Millman Group, led by Brad Green and Scott Millman, offers personalized investment management strategies for a highly accomplished clientele, including successful business owners, attorneys, and financial professionals. The team's disciplined approach and commitment to exceptional service help clients navigate through various financial decisions, from funding a child's education to planning for retirement. With a focus on building strong client relationships based on trust and personalized service, the team aims to be viewed as clients' most trusted advisor.

Inderpal Singh Anand is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 100 Quentin Roosevelt Boulevard, Garden City, New York, United States. He holds various 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®, 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®. These certifications demonstrate his expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for individuals, retirees, small business owners, high net worth clients, and those with special needs. He is committed to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Francesco Caiazzo, located at 1325 Franklin Avenue, Garden City, New York, is a trusted finance institution that is dedicated to providing exemplary client service. The team, supported by Merrill's global resources, is comprised of talented and experienced individuals who are committed to building strong client relationships based on trust and personalized service. They focus on understanding your goals and priorities, helping you create a financial approach that reflects your unique needs. Whether you are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch Wealth Management is here to help you manage, grow, and preserve your wealth for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop an approach designed to address your financial needs. Your financial advisor will help you design and implement a personalized plan intended to help you and your family pursue financial goals while managing investment risk. Let Merrill Lynch Financial Advisor Francesco Caiazzo help you achieve your goals and navigate the complexities of your financial life.

Christopher Zarra is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States. Christopher Zarra holds various 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®, 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®. These certifications demonstrate Christopher Zarra's expertise in asset management, estate planning, retirement planning, investment management, and more. Contact Christopher Zarra for comprehensive financial advice tailored to your individual needs.

Merrill Lynch Financial Advisor Daniel T. O'Connell, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized and professional financial services to individuals, families, and privately held companies. With over 30 years of experience, The O’Connell Group provides 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 specializes in managing assets on a tax-efficient basis, aiming to preserve and grow wealth for the long term. They work with a select group of clients, including business owners, corporate executives, and affluent families, offering a range of capabilities tailored to each client's unique needs and goals. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. As Merrill Lynch Wealth Management Advisors, they are dedicated to helping clients navigate the complexities of their financial lives and achieve their goals. With access to top-quality research and technology, the team provides personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Financial Advisor Walter C Szturma is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Walter has been with Merrill since 1978, bringing with him a wealth of experience from his time at the New York Stock Exchange. His disciplined and creative approach to financial advising has helped him build successful relationships with families and businesses. With a background in music and entrepreneurship, Walter offers personalized recommendations that prioritize the needs and goals of his clients. He leverages the resources at Merrill Lynch Wealth Management to provide a wide range of investment options and services tailored to each client's lifestyle and objectives. As a dedicated Rotarian and community leader, Walter has a strong commitment to giving back and has served on numerous non-profit boards. He has also mentored students and lectured at various educational institutions. Walter's academic achievements have been recognized by international honor societies, and he continues to stay active in the economic community as a participating voting member of the American Economic Association.

James J Zabatta - Ameriprise Financial Services, LLC is a finance institution located at 401 Franklin Avenue, Garden City, New York, United States. The institution offers a range of certifications and designations to its professionals to ensure they are equipped with the knowledge and expertise needed to address the diverse financial needs of their clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, 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®. These certifications cover a wide range of topics including asset management, estate planning, retirement planning, investment strategies, and more. The professionals at James J Zabatta - Ameriprise Financial Services, LLC are dedicated to providing expert financial advice and guidance to help clients achieve their financial goals.