TOP 30 Holistic financial advisory in Garden City, New York

4 results found

Garden City Financial Group Inc. is a leading finance institution located at 100 Garden City Plaza in Garden City, New York, United States. With a team of experienced professionals, Garden City Financial Group Inc. offers a wide range of financial services including investment management, retirement planning, wealth management, and more. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, Garden City Financial Group Inc. is dedicated to helping you achieve your financial goals. With a commitment to excellence and personalized service, Garden City Financial Group Inc. is your trusted partner in financial success.

Merrill Lynch Financial Advisor Thomas C Nastasi, located at 1325 Franklin Avenue, Garden City, New York, United States, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by financial industry publications and Bank of America Corporation, our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, our financial advisors focus on what matters most to you - your family, goals, and priorities. Through in-depth conversations, we help you identify and prioritize your financial goals, whether it's planning for retirement, buying a home, or funding a child's education. Our Investment Personality Assessment allows us to customize a financial approach tailored to your unique preferences and goals.

Barbara Barletta is a Registered Practice Associate at Ameriprise Financial Services, LLC located at 1001 Franklin Avenue in Garden City, New York. Specializing in finance, Barbara offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies, and track goals securely online. By scheduling a complimentary initial consultation, clients can explore how Barbara can help with retirement planning, education savings, major purchases, and more. Barbara is registered in certain states and adheres to FINRA's regulations. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, providing a secure and trustworthy platform for financial planning.

Buckingham Strategic Wealth, located at 600 Old Country Road in Garden City, New York, is a finance institution dedicated to providing a highly personalized experience for each client's unique needs and goals. The Long Island team at Buckingham is inspired to tailor their services to meet the individual requirements of their clients. By becoming a Buckingham client, individuals can expect a comprehensive and customized approach to financial planning. To learn more about the client experience at Buckingham, interested parties can download the "Experience Is Everything" brochure.