TOP 30 Generational family wealth in New York, New York

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Merrill Lynch Financial Advisor Kevin J Halpin is a Vice President and Senior Financial Advisor located at 75 Rockefeller Plaza in New York, New York. With over 25 years of experience in the financial services industry, Kevin focuses on total wealth management and offers strategy-based solutions for personal and business finances based on clients' individual needs and goals. As a Portfolio Manager, Kevin uses his expertise in individual equity selection and modern portfolio theory to help clients of all financial backgrounds. He works closely with clients' other advisors to address short and long-term goals, providing personalized advice and specialized investment services. Kevin and his wife Julia, who also works at Merrill, have a combined length of service of over 50 years. At Merrill Lynch Wealth Management, Kevin believes in building personalized plans centered on clients' goals and priorities, helping them achieve financial success and pursue what matters most to them. With access to the investment insights of Merrill and banking solutions from Bank of America, Kevin works with clients to develop an approach designed to address their financial needs and help them achieve their goals. Through regular meetings and reviews, Kevin helps clients stay on track and adapt their financial approach to reflect changes in their lives and the market. Kevin is registered to do business in multiple states across the United States, offering personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

Merrill Lynch Financial Advisor Sam Xiang, located at 75 Rockefeller Plaza in New York City, is a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. With over 25 years of experience in the financial services industry, Sam is dedicated to helping his clients preserve, grow, and transfer their wealth to future generations. Fluent in Mandarin Chinese, Sam specializes in working with successful individuals, families, corporate executives, and business owners, many of whom have recently emigrated from China. Sam is highly ethical, adaptable, and empathetic, and takes pride in his ability to explain complex financial topics in clear terms to help his clients make informed decisions. He is a Certified Plan Fiduciary Advisor® (CPFA®) and a member of the National Association of Plan Sponsors. Sam's personalized approach to wealth management includes strategic advice on growing a business, realizing its value through a sale, and designing retirement plans to attract and retain talented employees.

Merrill Lynch Financial Advisor Samuel Cherny is located at 75 Rockefeller Plaza in New York, New York, United States. As a financial advisor, Samuel Cherny focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. With over 80 years of experience, the Henneck/Cherny Group at Merrill Lynch Wealth Management assists individuals, families, and businesses in identifying and achieving their financial goals. Samuel Cherny began his career in financial services in 2015 after graduating from the University of Wisconsin-Madison with degrees in Personal Finance and Economics. He emphasizes a disciplined approach to investing and cash flows to help clients plan for the future. Some of his passions include customizing portfolios, streamlining retirement assets, and providing introductions to Bank of America and the Private Bank for services such as securing mortgages and estate planning.

Comprehensive Financial Partners is a leading finance institution located at 295 Madison Avenue in the heart of New York City. With a team of experienced financial experts, we provide a wide range of services including investment management, retirement planning, estate planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

Merrill Lynch Financial Advisor Andrew Clark is a finance institution located at 114 West 47th Street, New York, New York, United States. The team is dedicated to understanding your values and goals with your assets, providing personalized one-on-one conversations to create a tailored plan for your financial future. With over 15 years of experience in the financial services industry and holding the Chartered Retirement Planning Counselor designation, Andrew Clark focuses on managing wealth comprehensively, taking into account your individual and family needs. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide clients with a comprehensive approach to financial planning and investment management. By prioritizing your goals and aspirations, Merrill Personal Wealth Analysis™ can help create a personalized plan centered on achieving your financial objectives. With a focus on understanding your unique financial situation and goals, Merrill Lynch Financial Advisor Andrew Clark aims to help you pursue your goals and manage investment risk effectively. By offering personalized investment strategies and comprehensive financial solutions, the team at Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets.

C - Life and Partners is a leading finance institution located at 10-11 Nameoke Street in New York, United States. We specialize in providing a wide range of financial services, including investment management, wealth planning, and risk management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, C - Life and Partners is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Merrill Lynch Financial Advisor Zachary N Howland, located at 75 Rockefeller Plaza in New York, is dedicated to understanding your values and helping you achieve your financial goals. Zachary N. Howland, CPWA®, CFP®, focuses on providing excellent service and timely financial advice to a select group of families across the country, including senior corporate executives, healthcare professionals, business owners, and professional athletes. With a team of talented individuals committed to building strong client relationships based on trust and personalized service, Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on your goals. By getting to know you personally and understanding your aspirations, Zachary can help you design and implement a personalized plan intended to help you pursue your financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Zachary can work with you to develop an approach designed to address your financial needs. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Zachary N Howland is committed to helping you achieve your goals.

ARB Consulting Services is a leading finance institution located at 550 Uniondale Avenue in Uniondale, New York. With a team of experienced professionals, we offer a wide range of financial consulting services to help individuals and businesses achieve their financial goals. From investment planning to risk management, our experts provide personalized solutions tailored to each client's unique needs. Trust ARB Consulting Services to guide you towards a secure financial future.

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 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.

Merrill Lynch Financial Advisor Brian J Campbell, located at 300 Broadhollow Road in Melville, New York, offers a wide range of financial services to clients in the United States. With over 35 years of experience, Brian provides concierge service and guidance to a variety of clients including Endowments, Charitable organizations, Corporate Executives, Family Trusts and Individual Investors. Through a goals-based approach and access to specialists in various areas, Brian tailors investment strategies and risk management solutions to meet the unique needs of each client. Brian holds several FINRA registrations and designations, including Chartered Retirement Planning Counselor (CRPC) and Senior Portfolio Advisor. He is actively involved in various charitable organizations and brings a wealth of experience and expertise to his clients. With the support of the Bank of America Private Bank, Brian and his team provide specialized services in wealth structuring, estate planning, philanthropy, and investment management.

Merrill Lynch Financial Advisor Samuel Yeager is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. This institution offers personalized wealth management strategies tailored to your goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Samuel Yeager can help you create a flexible financial strategy in today's changing market conditions. By conducting a Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. As a Chartered Retirement Planning Counselor™, Samuel Yeager is registered to do business in several states and can assist you in making informed investment decisions. The institution focuses on understanding your financial situation, family dynamics, and what matters most to you in order to design a customized approach that reflects your unique needs. With a dedication to helping you achieve your goals, Samuel Yeager will work with you to stay on track regardless of market fluctuations.

The Belles Rollins Group at Morgan Stanley is a leading financial institution located at 1212 Troy-Schenectady Road in Latham, New York. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to help you navigate the complex world of finance. Trust in The Belles Rollins Group at Morgan Stanley for all your financial needs.

Merrill Lynch Financial Advisor Edward A Conklin is a reputable finance institution located at 1241 Pittsford Victor Road in Pittsford, New York. With a focus on providing expert financial advice and services, clients can trust Edward A Conklin to help them navigate their financial goals and investments. With years of experience and a dedication to personalized service, Merrill Lynch Financial Advisor Edward A Conklin is a trusted partner in achieving financial success.

Mercer is a prestigious finance institution located at 70 Linden Oaks in Rochester, New York, United States. With a reputation for excellence in financial services, Mercer offers a wide range of investment and wealth management solutions to individuals and businesses alike. Their team of experienced professionals provides personalized guidance and support to help clients achieve their financial goals. Whether you are looking to grow your investment portfolio or plan for retirement, Mercer is committed to delivering expert advice and exceptional service.

Morgan Stanley Financial Advisors is a prestigious finance institution located at 340 Broadway in Saratoga Springs, New York, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is a trusted partner in navigating the complex world of finance. Whether you are planning for retirement, saving for education, or growing your wealth, our advisors are here to provide expert guidance every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Merrill Lynch Financial Advisor Christopher A Moore, located at 1241 Pittsford Victor Road in Pittsford, New York, is dedicated to helping you manage your wealth by providing personalized wealth management strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Christopher Moore can help you create a flexible financial strategy tailored to your individual goals and priorities. By participating in the community and volunteering with local organizations, Christopher Moore values building relationships and understanding what matters most to you and your family. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Christopher Moore can help you develop a personalized plan that aligns with your aspirations and financial objectives. Whether you are planning for retirement, saving for a major purchase, or looking to pass on your wealth to future generations, Christopher Moore is committed to helping you achieve your financial goals. With a focus on staying informed and adapting to changes in your life and the financial markets, Christopher Moore will work with you to monitor your progress and make adjustments to your financial approach as needed. By prioritizing your goals and providing tailored investment strategies, Christopher Moore aims to help you turn your financial aspirations into reality. Contact Christopher Moore to learn more about how he can assist you in reaching your financial objectives.

The Randy Schuster Coordinated Plan is a finance institution located at 1080 Pittsford Victor Road in Pittsford, New York. Specializing in financial planning and coordination, our team of experts work closely with clients to create personalized strategies for managing their wealth and achieving their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, our experienced professionals are here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.

UBS Financial Services Inc. is a finance institution located at 215 Washington Street, Watertown, New York, United States. At UBS, we believe in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. We are committed to understanding what wealth means for each individual, offering finely crafted financial advice tailored to your specific needs. Our expertise and heritage allow us to turn your financial vision into a reality, helping you stay ahead of the curve with our current thinking and market insights. Whether you're pursuing your financial goals today, tomorrow, or for future generations, we can create a wealth strategy that supports you at every stage of life. For prominent individuals and families, we offer access to experts, insights, and thought leaders within our firm and around the world. Our services include investment advisory and brokerage services, providing a comprehensive approach to wealth management. Join us for our virtual events, webinars, and weekly video series to stay informed on the latest market trends and investment opportunities. Let us help you pursue what's important to you and your financial future.

Suleiman S Dayeh - Wilmington Advisors @ M&T is a finance institution located at 500 East Genesee Street in Fayetteville, New York, United States. Specializing in financial advisory services, they provide expert guidance and support to help clients with their investment and wealth management needs. With a team of experienced professionals, they offer personalized solutions tailored to each individual's financial goals and objectives. Whether you are looking to plan for retirement, manage your assets, or grow your wealth, Suleiman S Dayeh - Wilmington Advisors @ M&T is dedicated to helping you achieve financial success.

Daniel Figueiredo is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 7672 Oswego Road in New York, United States. As a finance institution, we prioritize what is most important to you, whether it be retirement planning, education savings, or other financial goals. We provide personalized investment recommendations based on your individual goals and risk tolerance, and we regularly review and update your portfolio as needed. You can easily access your investments and track your progress towards your goals from any device. If you have questions or would like to schedule a complimentary initial consultation, please get in touch. Daniel Figueiredo may only conduct securities business with residents of certain states, so please refer to FINRA's BrokerCheck website for more information. We strive to help you achieve your financial goals and appreciate any referrals to friends or family members who may benefit from our services. Thank you for considering Ameriprise Financial Services, LLC for your financial needs.

John N. Kalil, Jr. - Retirement Solutions, LLC is a financial institution located at 2 Campion Road in New Hartford, New York, United States. Specializing in retirement planning and financial solutions, our team of experts is dedicated to helping individuals and families achieve their financial goals for the future. With a focus on personalized service and tailored strategies, we provide comprehensive retirement planning services to ensure our clients can enjoy a secure and comfortable retirement. Contact us today to schedule a consultation and start planning for your financial future with John N. Kalil, Jr. - Retirement Solutions, LLC.

Merrill Lynch Financial Advisor Martin A Zaklikowski, located at 580 Main Street in Buffalo, New York, offers personalized financial services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and customized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they evolve over time. By starting with a conversation to identify and prioritize your goals, the team can help you make investment decisions that align with your values and aspirations. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to tailor a financial approach that suits you. With access to investment insights and banking solutions, the team will work with you to develop a plan that addresses your financial needs and goals. Regular check-ins and adjustments ensure that your approach stays aligned with your changing life circumstances. The team at Merrill Lynch Wealth Management Advisors is committed to helping you achieve your financial goals through a personalized and comprehensive investment strategy.

Chiavetta is a reputable finance institution located at 1273 Brant North Collins Road in Brant, New York, United States. With a strong focus on providing top-notch financial services to its clients, Chiavetta is known for its expertise in investment management, financial planning, and wealth management. The institution prides itself on its commitment to excellence and customer satisfaction, making it a trusted partner for individuals and businesses looking to secure their financial future.

Saperston Asset Management is a leading finance institution located at 172 Lake Street in Hamburg, New York, United States. With a strong reputation for providing expert financial advice and investment management services, Saperston Asset Management is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, our experienced team is here to provide personalized solutions tailored to your unique needs. Trust Saperston Asset Management to guide you towards a secure financial future.

The DeLuke Tamasy Group at Morgan Stanley is a finance institution located at 50 Fountain Plaza in Buffalo, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide comprehensive financial solutions tailored to each client's unique needs. Contact us today to learn more about how we can help you secure your financial future.

James N. Schmigel - Wilmington Advisors @ M&T is a finance institution located at 1024 Union Road in West Seneca, New York, United States. Our team of experienced advisors provides personalized financial services to help clients achieve their goals and secure their financial future. With a strong focus on customer service and a commitment to excellence, we offer a wide range of financial solutions tailored to meet the unique needs of each individual or business. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, we are here to help you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Bank of America Private Client Advisor Breauna O. Crumpler, located at 10 Fountain Plaza in Buffalo, New York, is a Vice President and Private Client Advisor II at Bank of America Private Bank. With a focus on wealth management, Breauna works closely with clients to address a range of financial needs, leading a team of specialists to implement tailored strategies in investment management, trust and estate planning, lending, and philanthropy. She is dedicated to helping families and business owners achieve their financial goals and is actively involved in community initiatives. Breauna holds a B.S. in sociology and an MBA, and is a member of the National Black MBA Association. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, offering personalized approaches and resources to achieve financial objectives. With a commitment to innovation and client priorities, the institution provides disciplined financial strategies and continuity across generations. It is important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information and privacy practices, clients can review the Bank of America Online Privacy Notice and FAQs.

Merrill Lynch Financial Advisor Dante Battaglia, located at 6245 Sheridan Drive, Suite 300 in Williamsville, New York, offers personalized financial insights, observations, and ideas to help clients pursue their financial goals. Dante Battaglia and his team are dedicated to helping clients achieve what matters most to them and their families by creating flexible wealth management strategies tailored to individual needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive approach to managing their wealth. Dante Battaglia believes in building strong client relationships based on trust and personalized service, and is committed to participating in the communities he serves. Through the Merrill Personal Wealth Analysis™ process, clients can work with Dante Battaglia to develop a personalized financial plan centered on their goals and priorities. By getting to know clients personally and understanding their investing preferences, Dante Battaglia can help them pursue what matters most and achieve their financial aspirations. With a focus on ongoing communication and adjustments to financial approaches as life and goals change, Dante Battaglia and his team are dedicated to helping clients stay on track to achieve their financial objectives. Whether clients are planning for retirement, saving for a major purchase, or preparing to pass wealth to future generations, Dante Battaglia can provide guidance and support to help them navigate the complexities of their financial lives. With a commitment to putting clients first and providing personalized investment strategies, Dante Battaglia and his team at Merrill Lynch Wealth Management are dedicated to helping clients live their best financial lives.

Postresch Tallon Group is a finance institution located at 8331 Lewiston Road in Batavia, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust Postresch Tallon Group to guide you towards financial success and stability.