TOP 30 Generational family wealth in New City, New York

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Merrill Lynch Financial Advisor Sally D Abell is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. Sally D Abell, CFA® is the Vice President and Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in custom managing portfolios for high net worth individuals and their families to help generate cash flow and increase client wealth. Sally helps clients determine long term financial goals and implements customized investment strategies, such as retirement income planning using options. As a qualified Portfolio Manager, she can build and manage personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Sally is a graduate of State University of New York at Buffalo and earned the Chartered Financial Analyst® (CFA®) designation in 1996.

Edward Jones - Financial Advisor: Ken Fisher is a finance institution located at 140 Main Street in Lockport, New York, United States. As a trusted financial advisor, Ken Fisher offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Ken Fisher is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

The Cormier Briggs Group is a finance institution located at 6225 Sheridan Drive in Williamsville, New York, United States. Our team of experienced professionals provides a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, our experts are here to help. With a focus on personalized service and tailored financial solutions, The Cormier Briggs Group is dedicated to helping our clients secure their financial future.

Haven Financial Planning is a leading financial institution located at 8469 Sheridan Drive in Williamsville, New York. Our team of expert financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized financial planning services. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide you with the guidance and support you need. Trust Haven Financial Planning to secure your financial future and provide you with peace of mind.

Horizon Financial, located at 5582 West Henrietta Road in West Henrietta, New York, is a finance institution dedicated to helping individuals and couples achieve a comfortable and worry-free retirement. With a focus on managing and preserving wealth over time, Horizon Financial offers personalized fiduciary portfolio management and works closely with clients to develop comprehensive financial plans tailored to their goals and aspirations. Through client-centered service, a depth of expertise, and a family-oriented approach, Horizon Financial serves as a personal guide to secure your future and achieve your financial objectives. The institution hosts frequent seminars, webinars, and conference calls to provide industry insights and answer any questions clients may have.

Estate & Financial Planning Associates is a trusted finance institution located at 1200 Jefferson Road in Rochester, New York, United States. Our team of experienced professionals specializes in providing comprehensive estate planning and financial services to help individuals and families achieve their long-term goals. Whether you are looking to create a will, establish a trust, or develop a personalized investment strategy, our dedicated team is here to guide you every step of the way. Trust Estate & Financial Planning Associates to help secure your financial future.

The Estate, Legacy and Long-Term Care Planning Center of Western NY is a finance institution located at 3445 Winton Place in Rochester, New York. Our center specializes in helping individuals and families plan for their future by providing expert advice on estate planning, legacy management, and long-term care options. Our team of experienced financial professionals is dedicated to helping our clients secure their financial future and protect their assets for generations to come. Whether you are looking to create a will, establish a trust, or explore long-term care insurance options, our center is here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a secure future.

Cooper/Haims Advisors, LLC is a leading financial institution located at 50 Square Drive in Victor, New York, United States. Specializing in providing expert financial advice and services, their team of experienced advisors work closely with clients to help them achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Cooper/Haims Advisors, LLC is dedicated to providing personalized solutions tailored to your individual needs. With a reputation for excellence and a commitment to client satisfaction, they are a trusted partner in helping you secure your financial future.

Merrill Lynch Financial Advisor Jason R Alexander, located at 1241 Pittsford Victor Road in Pittsford, New York, is a finance institution dedicated to providing exemplary client service. Jason, a Wealth Management Advisor with Merrill Lynch since 1999, holds certifications as a Certified Investment Management Analyst (CIMA) and Chartered Retirement Planning Counselor (CRPC). He focuses on assisting families in achieving their financial goals through a personalized wealth management experience. Recognized with the prestigious David Brady Award in 2013, Jason is committed to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Jason helps clients create personalized financial plans centered on their goals and priorities. With access to the global resources of Merrill and Bank of America, Jason and his team are dedicated to helping clients pursue their financial goals and navigate life's changes. Through thoughtful conversations and personalized investment strategies, Jason works to turn clients' goals into reality. Whether planning for retirement, funding education, or passing wealth to future generations, Jason is committed to helping clients achieve financial success.

The Mayeu Financial Group is a leading finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, our experts are here to provide personalized solutions tailored to your specific needs. Trust The Mayeu Financial Group to help you navigate the complex world of finance with confidence and clarity.

PL Advisors is a leading finance institution located in the heart of New York City, United States. With a team of experienced financial advisors, PL Advisors offers a wide range of services including investment management, financial planning, and retirement planning. Our dedicated team is committed to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how PL Advisors can help you navigate the complex world of finance.

Huguenot Financial Planning is a reputable finance institution located at 1358 Old Ford Road in New Paltz, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment management. Whether you are looking to save for retirement, fund your child's education, or grow your wealth, our experts are here to provide expert guidance and support every step of the way. Trust Huguenot Financial Planning to help secure your financial future.

Justin M. Staie - Wilmington Advisors @ M&T is a finance institution located at 191 Main Street in New Paltz, New York, United States. Our team of experienced advisors provides a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, retirement planning, or wealth management, our knowledgeable staff is here to help. With a focus on personalized service and tailored financial solutions, Justin M. Staie - Wilmington Advisors @ M&T is committed to helping our clients secure their financial futures.

D'Arcangelo Financial Advisors, LLC is a private wealth management firm located at 510 West Haight Avenue in Poughkeepsie, New York. Our team of experienced CPA's specialize in helping individuals and families create sophisticated retirement and financial plans to preserve, grow, and transfer assets to the next generation. We use academic-based research to provide practical investment and retirement solutions since 1999. Our goal is to help retired individuals and those approaching retirement plan for their future and focus on their goals. We understand the ever-changing dynamics of tax laws and their impact on estate and retirement planning, and we monitor client portfolios to ensure they are on track to meet their financial objectives.

Merrill Lynch Financial Advisor Michael M. Mattes, located at 2649 South Road in Poughkeepsie, New York, is a trusted institution specializing in finance. As a Wealth Management Advisor and Senior Vice President with over a decade of experience, Michael focuses on creating personalized wealth management strategies tailored to individual needs. Through Merrill Personal Wealth Analysis™, Michael helps clients build and document personalized plans centered on their goals and aspirations. By prioritizing conversations with clients, Michael aims to understand their unique financial goals and priorities, whether it's planning for future generations, pursuing passions, or managing wealth for long-term growth. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael works with clients to develop customized approaches designed to address their financial needs.

J. Agrawal Financial Group is a reputable finance institution located at 22 Ibm Road in Poughkeepsie, New York, United States. With a focus on providing personalized financial solutions, they offer a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit J. Agrawal Financial Group today to learn more about how they can assist you in managing your finances effectively.

Merrill Lynch Financial Advisor Kenneth Beesmer is a trusted institution located at 108 North Front Street, Kingston, New York, United States. Specializing in finance, Kenneth Beesmer believes in managing wealth by understanding your full financial picture and creating a flexible strategy tailored to your unique goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Kenneth can help you pursue your financial aspirations through personalized wealth management strategies. Committed to community involvement, Kenneth volunteers with local organizations to give back to the communities he serves. By utilizing Merrill Personal Wealth Analysis™, Kenneth can build a personalized plan centered around your goals and aspirations. Supported by the global resources of Merrill, Kenneth's team is dedicated to building strong client relationships based on trust and personalized service.

Omni Financial Advisory Group is a leading finance institution located at 315 Titusville Road in Poughkeepsie, New York, United States. With a team of experienced financial advisors, we provide personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experts are here to guide you every step of the way. Trust Omni Financial Advisory Group to provide you with the expertise and support you need to secure your financial future.

Merrill Lynch Financial Advisor Timothy Neilson, located at 2649 South Road, Poughkeepsie, New York, United States, is dedicated to helping clients achieve their financial goals through personalized investment strategies. Timothy Neilson takes the time to understand each client's unique needs, family situation, and priorities to create a tailored financial plan. With a focus on building strong client relationships based on trust and personalized service, Timothy and his team at Merrill Lynch Wealth Management provide access to global resources and expertise to help clients navigate the complexities of the financial markets. By offering comprehensive financial solutions from Bank of America and utilizing the Merrill Personal Wealth Analysis™, clients can work towards achieving their long-term financial objectives while managing investment risk. With a commitment to community involvement and a deep understanding of behavioral finance, Timothy Neilson strives to help clients pursue what matters most to them, whether it's planning for retirement, saving for education, or managing wealth for future generations. As a registered financial advisor in multiple states, Timothy Neilson is dedicated to providing clients with the latest investment insights, tips, and strategies to help them live their best financial life.

Merrill Lynch Financial Advisor Craig P Irwin is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. The institution focuses on understanding your life priorities to create a personalized financial plan tailored to you, your family, and your goals. They believe in building strong client relationships based on trust and personalized service, with a team of experienced individuals committed to helping you achieve your financial goals. By utilizing the global resources of Merrill and banking solutions from Bank of America, they work with you to develop an approach designed to address your financial needs. They offer services such as the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals, as well as ongoing reviews to ensure you stay on track. Your financial success is their priority, and they are dedicated to helping you achieve your goals through a personalized and comprehensive approach.

Merrill Lynch Financial Advisor Brendan Kaylor, located at 75 Rockefeller Plaza in New York, New York, United States, offers personalized financial strategies for high net worth individuals and families. Brendan and his team of investment industry professionals work closely with clients to tailor investment management strategies aimed at managing, preserving, and distributing wealth. Brendan, an alumnus of Marist College and Mercy College, holds an MBA in Finance & Managerial Analytics. He is dedicated to understanding each client's goals and priorities, and works to create customized plans to help them achieve financial success. With a focus on community involvement and volunteer work, Brendan follows the Merrill tradition of building strong relationships with the communities they serve. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, Brendan aims to provide clients with insights and resources to help them reach their financial goals. Whether planning for retirement, saving for education, or passing wealth to future generations, Brendan works with clients to develop strategies that align with their aspirations and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Brendan helps clients navigate financial complexities and pursue their objectives. By staying in touch with clients, reviewing goals, and making necessary adjustments, Brendan ensures that their financial approach remains aligned with their evolving needs and market conditions. As a Merrill Lynch Wealth Management Advisor, Brendan is committed to putting clients first, offering personalized investment strategies and comprehensive financial solutions to help them live their best financial life.

Merrill Lynch Financial Advisor Billy You is a reputable finance institution located in the heart of New York City at 75 Rockefeller Plaza. With a focus on providing personalized financial advice and strategies, Billy You and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Billy You offers expert guidance and tailored solutions to meet your individual needs. Trust in their expertise and experience to navigate the complexities of the financial world and make informed decisions for your financial well-being.

Merrill Lynch Financial Advisor Michael T Rooney is a prestigious finance institution located at 6965 Yellowstone Boulevard, New York, United States. This institution is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong client relationships based on trust and personalized service. The team is comprised of talented and experienced individuals supported by the global resources of Merrill. The institution focuses on assisting families, individuals, and business owners in developing long-term financial strategies. They emphasize a hands-on approach to financial guidance and strive to provide an exemplary level of service and advice to all clients. The team believes in a long-term approach to investing based on each client's specific financial needs, goals, and risk tolerance. They work with clients to develop personalized plans to help manage, grow, and preserve their wealth. By getting to know each client personally, the team at Merrill Lynch can customize financial approaches to help clients pursue their goals and address fluctuations in the market. The institution offers a range of services including personalized investment strategies and comprehensive financial solutions. With a focus on putting the client first, Merrill Lynch Financial Advisor Michael T Rooney is dedicated to helping clients achieve their financial goals.

CAPTRUST is a finance institution located at 3 Dakota Drive in Lake Success, New York, United States. Our advisors specialize in providing wealth management services to high-net-worth individuals, business owners, and families, as well as investment advisory services to endowments and foundations of nonprofit organizations in Long Island and surrounding areas. Our office hours are Monday to Thursday from 8:30 am to 5:30 pm and Friday from 8:30 am to 5:00 pm. We offer a range of financial services to our nonprofit clients, including committee education, donor development, OCIO services, performance reporting, and investment management. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial needs, our experienced advisors are here to assist you.

Merrill Lynch Financial Advisor Joseph H. Cruz, located at 75 Rockefeller Plaza in New York, offers personalized financial planning services tailored to your goals and priorities. With a focus on understanding your unique needs and aspirations, Joseph Cruz works with you to create a customized investment approach that reflects your personality and helps you achieve your financial goals. Whether you're planning for retirement, saving for a home, or passing on wealth to future generations, Joseph Cruz is dedicated to helping you navigate the complexities of your financial life. As a Certified Financial Planner, Joseph Cruz is equipped to provide expert guidance and advice to help you make informed decisions about your investments. With access to the resources of Merrill Lynch and Bank of America, Joseph Cruz can help you stay on track to reach your financial objectives, no matter what changes come your way. Contact Merrill Lynch Financial Advisor Joseph H. Cruz today to start building a financial plan that aligns with your life priorities and helps you live your best financial life.

Merrill Lynch Financial Advisor Scott R Blair, located at 100 Jericho Quadrangle in Jericho, New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Scott Blair can help you navigate the ever-changing market conditions and create a flexible financial plan that aligns with your priorities. Scott Blair believes in building long-lasting relationships with clients by truly understanding their needs and aspirations. Through thoughtful conversations and personalized financial analysis, he helps clients pursue their goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations.

Legacy Edge Advisors is a prestigious finance institution located at 485 Underhill Boulevard, Syosset, New York, United States. With a strong reputation for providing top-notch financial advice and services, Legacy Edge Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced advisors offers personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Legacy Edge Advisors is committed to guiding you every step of the way. Trust in Legacy Edge Advisors to be your partner in financial success.

Merrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.

Bank of America Private Client Advisor William Ayers, located at 300 Broadhollow Road, Melville, New York, is a finance institution led by Senior Vice President and Private Client Advisor, Bill Ayers. With over three decades of experience in banking and wealth management, Bill assists families and individuals in navigating the complexities of significant wealth. Specializing in customized credit and lending, Bill analyzes both sides of a client's balance sheet to identify efficiencies and anticipate key decision points in their financial future. As the leader of a client's Private Bank team, he develops integrated strategies in investment management, banking, lending, trust and estate planning, business succession, and philanthropy. Bill's team collaborates with specialists to help clients achieve their financial goals with precision and resolve. Prior to joining Bank of America Private Bank, Bill held leadership roles at Astoria Bank and JP Morgan Chase, advising high-net-worth individuals and families. Active in the Long Island community, Bill serves on the board of Catholic Charities and has been involved with Long Island Cares and The Harry Chapin Food Bank. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, creating strategies tailored to meet clients' needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth, providing personalized solutions to achieve financial objectives. The institution values innovation and offers disciplined financial strategies to navigate evolving markets and complexities in the financial landscape. Please note that the website may redirect to FINRA’S BrokerCheck and that neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Clients should consult their advisors before making financial decisions.

Merrill Lynch Financial Advisor Gregg A Marano is a finance institution located at 50 New York 111, Smithtown, New York, United States. The team at Merrill Lynch is dedicated to understanding your values and helping you achieve your financial goals. They offer personalized one-on-one conversations to get to know you and your family's needs, focusing on both your current life goals and planning for your legacy. Gregg Marano, a Senior Vice President and Financial Advisor at Merrill Lynch, has a wealth of experience and certifications in the financial industry. He has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in 2023. With a background in portfolio construction, retirement planning, and business transition, Gregg and his team use Merrill's global resources to provide strategic recommendations tailored to high net-worth clients and business owners.