Goal based wealth management in Brooklyn, New York

Welcome to Family Doctor Brooklyn, your trusted healthcare provider located at 5002 Flatlands Avenue, Brooklyn, New York 11234. As part of the esteemed Doral Health & Wellness network, we are committed to offering comprehensive medical care to the Brooklyn community. Our state-of-the-art facility is designed to deliver integrated, interdisciplinary health services tailored to the unique needs of our patients. At Family Doctor Brooklyn, we pride ourselves on partnering with top insurance companies, managed care organizations, and local hospitals to ensure our patients receive the highest quality of care and respect. Our services encompass a wide range of medical specialties, including nephrology, psychiatry, urology, podiatry, pain management, and more. We also offer advanced services such as dialysis, infusion therapy, ambulatory surgery, and urgent medical care, all under one roof.

Minko Wealth is a reputable finance institution located at 1762 Cropsey Avenue in New York, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers a wide range of financial planning and investment solutions tailored to meet individual needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Minko Wealth is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and start building a secure financial future.

Elite Wealth Managers is a prestigious finance institution located at 1274 83rd Street in New York, United States. Our team of experienced financial experts is dedicated to providing top-notch wealth management services to our clients. We offer personalized investment strategies, financial planning, and risk management solutions to help our clients achieve their financial goals. At Elite Wealth Managers, we prioritize building long-term relationships with our clients based on trust, integrity, and excellence in service. Contact us today to see how we can help you secure your financial future.

Michael Giordano is a dedicated TD Wealth Relationship Manager located at 252 Atlantic Avenue in New York, United States. As a finance professional, Michael provides personalized wealth management services to help clients achieve their financial goals. With a strong focus on building lasting relationships, Michael offers expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Michael Giordano is committed to providing top-notch financial solutions tailored to your individual needs.

Welcome to Schonfeld Wealth Management Located at 1008 East 5th Street, Brooklyn, New York, Schonfeld Wealth Management is your trusted partner in navigating the complexities of wealth management. Our firm is dedicated to providing customized and objective investment management solutions that prioritize your financial aspirations.

Welcome to Alfredo Ercilla - TD Wealth Financial Advisor, your trusted partner in achieving financial success and security. Conveniently located at 2173 86th Street, Brooklyn, New York, we specialize in providing personalized financial advice and wealth management solutions tailored to meet your unique goals and aspirations. At Alfredo Ercilla - TD Wealth Financial Advisor, we understand that every financial journey is different. Our dedicated team is committed to helping you navigate the complexities of financial planning, investment strategies, and wealth preservation with confidence and ease. Whether you're planning for retirement, saving for your children's education, or looking to grow your investment portfolio, we offer expert guidance and customized strategies to help you reach your financial objectives.

Welcome to Sandora Capital, your trusted financial partner located in the heart of Brooklyn, New York. Situated at 2727 Coney Island Avenue, Sandora Capital is dedicated to providing expert financial services tailored to meet the unique needs of our clients. With a commitment to excellence and a focus on personalized solutions, we offer a comprehensive range of financial services designed to help individuals and businesses achieve their financial goals. Our team of experienced professionals brings a wealth of knowledge and expertise to the table, ensuring that you receive the highest level of service and guidance. Whether you are looking for investment advice, wealth management, retirement planning, or financial consulting, Sandora Capital is here to support you every step of the way.

Welcome to Smith Hanten Properties, your trusted real estate agency located at 152 Smith Street, Brooklyn, New York. Since 1981, we have been dedicated to providing exceptional real estate solutions and helping our clients build wealth in Kings County. At Smith Hanten Properties, we believe that "Price is what you pay and value is what you get," as Warren Buffett wisely said. Our experienced team understands the value of great deals—they are like sunsets and sunrises; you blink, and they are gone. That’s why we encourage our clients to seize opportunities and invest in real estate, echoing Andrew Carnegie’s insight that 90% of all millionaires become so through owning property.

Welcome to Tale Taxes, your trusted partner in financial management, located at 1572 Dahill Road, Brooklyn, New York 11204. We specialize in providing comprehensive accounting and finance solutions tailored to meet your unique needs. At Tale Taxes, we ensure accurate and efficient filing of personal taxes, offering you peace of mind and confidence in navigating your personal finances. Our expert team crafts tailored strategies to secure a comfortable retirement and achieve individual financial goals. Whether you’re planning for your future or making real estate investment decisions, we provide personalized guidance to help you succeed.

Welcome to Vacca Family Law Group, your trusted partner in navigating the complexities of family law with a focus on peaceful and amicable resolutions. Located at 60 East 42nd Street in the heart of Manhattan, New York, we are dedicated to helping you dissolve your marriage without the need for litigation. Our compassionate team is committed to addressing the emotional, financial, and legal aspects of divorce, ensuring that each client's unique circumstances are understood and respected. At Vacca Family Law Group, we specialize in collaborative divorce processes, offering creative and sometimes unconventional solutions tailored to your needs. Our experienced attorney mediators guide you and your spouse toward amicable agreements, minimizing conflict and keeping control in your hands rather than in the courtroom.

Located in New York, United States, Alatsas Law Firm is a trusted institution specializing in estate planning, elder law, and asset protection. Our dedicated team of lawyers is committed to helping you and your family feel secure and prepared for the future. Whether you need assistance with setting up wills and trusts, taking care of older family members, or protecting your hard-earned assets, we are here to provide friendly and clear advice. Our top-rated Brooklyn attorney has written legal guides to help you better understand your case and options. You can download these guides for free to gain valuable insights into your legal matters.

Welcome to East West Bank, located at 1322-1328 Avenue U, Brooklyn, New York. Established in 1973 by visionary leaders in Los Angeles’s Chinatown, we began as a community bank dedicated to supporting immigrants who were often overlooked by mainstream financial institutions. Today, we continue that legacy, proudly serving as a financial bridge between East and West. Explore our world-class digital banking solutions that offer the flexibility you need to manage your finances from anywhere. Whether you are looking to open and fund a CD digitally or need a dedicated financial consultant to create an objective-based financial plan, East West Bank is here to support your financial journey.

Merrill Lynch Financial Advisor Jeff C Thomas, located at 474 Fulton Street, New York, United States, offers a holistic approach to achieving client goals through Environmental, Social, and Governance (ESG) Principles and CERTIFIED FINANCIAL PLANNER™ Professional Standards. Specializing in Goals-Based Wealth Management with a focus on ESG Investing, the institution's personalized financial strategies align with client beliefs while aiming to achieve financial objectives. By prioritizing Social Responsibility and incorporating ESG issues into asset allocation models, the institution aims to provide sustainable and impactful investment solutions. With a commitment to community involvement and personalized service, the institution's team of experienced professionals at Merrill Lynch Wealth Management ensures that clients' financial needs and aspirations are met through tailored financial plans. By focusing on client priorities, goals, and values, the institution aims to help clients navigate financial decisions and achieve long-term success. With access to Merrill's investment insights and Bank of America's banking solutions, clients can develop a comprehensive approach to managing, growing, and preserving their wealth. By regularly reviewing and adjusting financial approaches, the institution helps clients stay on track to reach their financial goals. Through a personalized and client-focused approach, Merrill Lynch Financial Advisor Jeff C Thomas strives to help clients achieve their financial aspirations and navigate life's financial complexities.

First Manhattan Financial is a renowned full-service financial organization located in New York, United States. Since 2003, we have been dedicated to providing simple solutions in a world of complexity for both corporate and individual clients. Our team of professionals takes the time to understand your goals, values, and existing strategies before creating a customized long-term plan that takes into account tax strategy, risk management, wealth preservation, and growth. At First Manhattan Financial, we believe in building relationships based on trust, professional advice, communication, and prompt service. Our personalized approach sets us apart, offering unique plan designs and objective solutions tailored to your specific needs. We have established relationships with respected CPA’s, Attorneys, Health Professionals, and Business Owners to ensure comprehensive financial planning.

Welcome to Bartal Law Life & Legacy Planning Located at 61-43 186th Street, Queens, New York 11365, Bartal Law Life & Legacy Planning is your trusted partner in safeguarding your family's future and preserving your legacy. Led by Daphne Bartal, an experienced Wills & Trusts Attorney, our boutique, women-owned law firm specializes in personalized estate planning services, ensuring your assets and wishes are protected for generations to come.

Morgan Legal Group | Trusts & Estate Planning Southampton NY Welcome to Morgan Legal Group, your trusted partner in comprehensive estate planning and trusts services located at 33 Flying Point Road, Southampton, New York. As a specialized law firm, we are dedicated to addressing each client’s unique needs with personalized attention and expert guidance.

Welcome to Kaufman Israel, your trusted partner in accounting and finance, located at 1238 44th Street, Brooklyn, New York 11219. We are dedicated to unlocking success for businesses and individuals through strategic financial solutions. Our professional team offers expert guidance and personalized services to help you confidently navigate the complexities of the financial world. At Kaufman Israel, we provide a range of services tailored to meet your unique needs:

ATM Machine at V & A Pharmacy Welcome to the ATM Machine at V & A Pharmacy, your convenient financial service located at 72 Manhattan Avenue, Brooklyn, New York 11206. Whether you're researching the ATM business or looking to add an ATM to your business location, we have the resources and expertise to guide you every step of the way.

Welcome to The Magrino Agency, your trusted partner in accounting, finance, and insurance services, conveniently located at 9729 4th Avenue, Brooklyn, New York. Serving the community with dedication and expertise, we are committed to helping individuals and businesses navigate the complexities of financial management and insurance coverage. At The Magrino Agency, we understand that every client has unique needs and goals. Our team of experienced professionals is here to provide personalized solutions tailored to your specific situation. Whether you are seeking comprehensive accounting services, strategic financial planning, or reliable insurance options, we have the knowledge and resources to assist you every step of the way.

Welcome to MDL Real Estate, your trusted partner in navigating the dynamic world of real estate in Brooklyn, New York. Conveniently located at 5903 18th Avenue, we specialize in providing expert guidance and personalized services for both home buyers and sellers. Our commitment to excellence is rooted in our extensive experience, knowledge, and skills, ensuring that your real estate journey is smooth and successful. At MDL Real Estate, we understand that buying or selling a home is a significant decision. That’s why we’ve designed our website to be a valuable resource, offering a wealth of tips and information to help you make informed choices. Whether you're selling your property or searching for your dream home, we provide tailored services to meet your unique needs.

Welcome to Estate Planning Attorney Bronx Located at 126 West 83rd Street in Manhattan, New York, our firm specializes exclusively in estate planning and administration law, serving families and businesses throughout Brooklyn with dedication and expertise. We pride ourselves on offering comprehensive estate planning services, including the drafting of Wills, Trusts, simple and complex estate plans, as well as business infrastructure and succession plans. Our goal is to keep you fully informed about your estate planning choices and options in Brooklyn.

Edward Jones - Financial Advisor: David Baum, AAMS™ is a reputable financial institution located at 456 5th Avenue in New York, United States. Specializing in finance, their team is led by the experienced and knowledgeable advisor, David Baum, who holds the Accredited Asset Management Specialist™ (AAMS) designation. With a focus on providing personalized financial planning and investment services, Edward Jones is dedicated to helping clients achieve their financial goals and secure their financial future. Visit them today for expert advice and guidance on all your financial needs.

Welcome to the ATM Machine at Superior Cuts Barber Salon, your local financial convenience spot located at 7900 B Flatlands Avenue, Brooklyn, New York 11236. Whether you're a customer in need of quick cash or an entrepreneur exploring the lucrative world of ATMs, we have something for everyone. ### For Customers: Our ATM provides fast, reliable access to your funds, ensuring you never have to go far to meet your financial needs. Conveniently situated at Superior Cuts Barber Salon, you can enjoy seamless transactions while you wait for your haircut or style.

Welcome to ATM Machine at Shun Chang Laundromat Inc, your premier destination for all things ATM-related in Brooklyn, New York. Conveniently located at 936 Utica Avenue, we offer a comprehensive range of services tailored to meet the needs of entrepreneurs, business owners, and anyone interested in the lucrative world of ATM businesses. Are you exploring the ATM industry or in search of ATM machines and processing solutions? Look no further! At ATM Machine at Shun Chang Laundromat Inc, we provide insights into the secrets and strategies that successful ATM owners use to generate passive income. Our expertise can help you save on credit card fees, retain customers, and even earn additional revenue by owning or hosting an ATM.

Merrill Lynch Financial Advisor Daniel P Levin is a finance institution located in New York, United States. Situated at 225 Liberty Street, South Tower, 38th Floor, New York, NY 10281, the institution offers a unique combination of Merrill's investment insights and Bank of America's credit, lending, and banking services. They work with clients to create personalized strategies to grow, preserve, and distribute wealth, exceeding expectations through proactive communication and ongoing financial education. The team at Merrill Lynch believes in helping clients make informed investment decisions that align with their personal goals, whether it's planning for retirement, buying a home, or funding education. By utilizing the Investment Personality Assessment, they can tailor financial approaches to individual preferences and priorities. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.

FatTail Financial Advisory Group Inc. is a leading finance institution located at 1133 Park Place in New York, United States. With a team of experienced financial advisors, we offer a wide range of services to help our clients achieve their financial goals. From investment planning to retirement strategies, we provide personalized solutions tailored to each individual's needs. Trust FatTail Financial Advisory Group Inc. to guide you towards a secure financial future.

Better Minds Group LLC is a finance institution located in the bustling city of New York, United States. Our team of experts is dedicated to providing top-notch financial services to help our clients achieve their goals and secure their financial future. With a focus on innovation and customer satisfaction, we strive to be a trusted partner in managing your finances. Visit us at 1976 Flatbush Avenue to experience the Better Minds Group LLC difference.

Bank of America Private Client Advisor John G Duane is a Senior Vice President at Bank of America Private Bank in Brooklyn, New York. With a deep knowledge of complex financial concerns, John leads a team that delivers personalized wealth management strategies and services to high-net-worth families and individuals. His team includes experienced professionals such as a Relationship Manager, Portfolio Manager, Trust Officer, and other specialists. John is dedicated to helping clients navigate the challenges of managing significant wealth and strives to build strong client relationships based on trust and personal experience. The institution offers a personalized approach, drawing on the resources of Bank of America to help clients achieve their financial goals. Whether clients are looking to preserve wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank prioritizes the goals of its clients. The institution values innovation and continually adapts to evolving markets and financial landscapes. Clients can expect disciplined financial strategies and a focus on providing a bridge across generations. It's important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Clients should consult their own advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services, and fiduciary standards do not apply in certain situations.

Playfair Planning Services is a leading finance institution located at 1640 East 94th Street in New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses navigate the complexities of financial planning. Whether you are looking to invest, save for retirement, or plan for your children's education, we are here to provide personalized guidance and support. At Playfair Planning Services, we believe in building long-term relationships with our clients based on trust, transparency, and integrity. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.

Stormont Financial Strategies is a finance institution located at 193 Kane Street in New York, United States. We specialize in helping our clients create a legacy of love and financial security through life insurance. Our dedicated team at New York Life is committed to serving professional advisors and cultivating a financial ecosystem that promotes strength, intention, and fulfillment in life. Just like the intricate processes that make trees thrive, your financial world requires careful attention and planning. At SFS, we help you connect your everyday decisions to your long-term dreams by creating actionable financial plans tailored to your goals. We manage the details so you can focus on what truly matters to you - your family, your business, and your passions.