The 30 Best Individual federal income tax in Garden City, New York
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Merrill Lynch Financial Advisor Steven Scher
Merrill Lynch Financial Advisor Steven Scher, located at 1325 Franklin Avenue in Garden City, New York, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With a focus on risk management, retirement income strategies, long-term care, wealth transfer, and more, Steven and his team are committed to providing top-tier service and advice to help you pursue the life you envision. With a background in finance since 1999 and a dedication to improving the quality of his clients' lives, Steven works closely with each individual to create a customized wealth management plan. By utilizing resources available at Merrill Lynch Wealth Management and Bank of America, Steven aims to help clients achieve their financial goals and navigate the complexities of the market. Through ongoing conversations and personalized guidance, Steven helps clients adapt their financial approach to reflect changes in their lives and achieve their long-term objectives. With Merrill Lynch, you can count on a dedicated advisor who puts your needs first and helps you navigate the financial landscape with confidence.
Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. Our firm is dedicated to providing expert financial guidance tailored to your unique needs. With a robust suite of qualifications, Bob Sutton is equipped to help you navigate the complexities of financial planning, investment strategies, and wealth management. Our advisor holds prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, each reflecting a deep commitment to ethical standards and comprehensive financial expertise. These designations cover a wide range of financial disciplines, from asset allocation and estate planning to retirement strategies and investment opportunities for retirees and small business owners.
Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to "Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC," where we are dedicated to guiding you through the complexities of financial planning. Situated at 50 Station Road, Water Mill, New York, our firm is committed to providing personalized financial advice tailored to your unique needs and goals. Michael Laliberte, a seasoned financial advisor, brings a wealth of expertise and a wide array of professional designations that underscore his commitment to excellence and ethical practice in the field of finance. With certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), Michael is equipped to address a diverse range of financial scenarios, from asset management and estate planning to retirement strategies and wealth transfers.
Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. As a trusted partner in finance, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team is equipped with an array of prestigious certifications that demonstrate our commitment to excellence and ethical practices in financial advising. Our expertise spans a broad spectrum, including asset management, estate planning, retirement strategies, and investment opportunities tailored for retirees and small business owners. We are proud to hold advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others.
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