TOP 10 Individual investment strategy in New York

Wei Xia is a reputable finance institution located at 175-30 Horace Harding Expressway in New York, United States. With a strong focus on providing top-notch financial services and solutions, Wei Xia is committed to helping individuals and businesses achieve their financial goals. Whether you are looking for investment opportunities, wealth management services, or financial planning advice, Wei Xia has the expertise and resources to assist you every step of the way. Trustworthy and reliable, Wei Xia is dedicated to delivering exceptional service and building long-lasting relationships with its clients. Visit Wei Xia today and experience the difference that personalized financial guidance can make in your life.

Edward Jones - Financial Advisor: Paul Fishman, AAMS™ is a reputable finance institution located at 181-22 Union Turnpike in New York, United States. As a trusted financial advisor, Paul Fishman, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Paul Fishman, AAMS™ offers a wide range of investment options and strategies to meet the individual needs of each client. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, Paul Fishman, AAMS™ is dedicated to helping you navigate the complexities of the financial world and secure your financial future.

Merrill Lynch Financial Advisor Simon Alexander, located at 266 Merrick Road, Lynbrook, New York, United States, offers personalized financial approaches to help clients pursue their most important goals. Whether planning for retirement, managing future expenses, or transferring wealth to future generations, the AlexanderSacks Group is committed to understanding clients' priorities and aspirations. By utilizing Merrill analytics and Bank of America's products and services, the group creates customized plans tailored to individual needs. The team focuses on Goals Based Wealth Management, emphasizing collaboration, transparency, and integrity in client relationships. Through the Investment Personality Assessment, clients can refine their investing preferences to align with their goals. With a dedicated team of experienced professionals, Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to help clients achieve their goals.

Navjot Dhillon: Primerica - Financial Services is a reputable finance and insurance agency located at 936 Metropolitan Avenue in New York, United States. With a focus on providing comprehensive financial services, including investment planning, retirement strategies, and insurance solutions, Navjot Dhillon and his team are dedicated to helping clients achieve their financial goals and secure their future. With a commitment to personalized service and expert advice, Navjot Dhillon: Primerica - Financial Services is a trusted partner in helping individuals and families build a strong financial foundation.

Merrill Lynch Financial Advisor Steven Roccuzzo, located at 75 Rockefeller Plaza in 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 tailored service. As part of Merrill Lynch Wealth Management, your financial advisor will focus on your family, goals, and priorities, adapting to your changing needs over time. Through conversations, they will help you identify and prioritize your financial goals, whether it's planning for retirement, saving for a home, or funding your child's education. By utilizing the Investment Personality Assessment, they aim to understand your investing preferences and customize a financial approach to help you achieve your goals. With access to investment insights and banking solutions, they will work with you to develop a personalized plan to address your financial needs. The advisors at Merrill Lynch will help you design and implement a plan to manage, grow, and preserve your wealth while considering your long-term aspirations. By regularly reviewing your goals and financial approach, they will help you stay on track and adjust as needed. With a focus on understanding your priorities and offering tailored advice, Merrill Lynch Financial Advisor Steven Roccuzzo is committed to helping you achieve your financial goals.

Christina McCaughey, a Financial Advisor at Ameriprise Financial Services, LLC located at 767 3rd Avenue in New York, New York, offers a wide range of financial services to individuals and small business owners. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Christina provides expert advice on asset management, retirement planning, estate planning, and investment opportunities. Additionally, Christina is trained as a Behavioral Financial Advisor and holds the Chartered Advisor in Philanthropy® (CAP®) designation. With a strong commitment to ethical practices and continuous education, Christina is dedicated to helping clients make informed financial decisions to achieve their goals. Contact Christina McCaughey today for personalized financial guidance tailored to your unique needs and objectives."

Merrill Lynch Financial Advisor Gina Carosella, located at 200 Park Avenue in New York, is a prestigious finance institution dedicated to providing exemplary client service. Recognized by Forbes for their outstanding wealth management teams and advisors, they are committed to building strong client relationships based on trust and personalized service. Supported by the global resources of Merrill, their team of talented and experienced individuals work together to create informed strategies to help clients achieve their financial goals. Specializing in working with successful individuals and families, they offer tailored strategies that encompass every aspect of their financial lives, from investments to estate planning. With a focus on teamwork and collaboration, they provide high-touch service to ensure the financial needs of multiple generations are met. The GTC Group, a division of Merrill Lynch, specializes in working with business owners, including medical professionals, to preserve, grow, and transfer their wealth. From cash management to retirement planning, they provide comprehensive financial solutions to help clients navigate life's complexities. With a personalized approach centered on the client's goals and priorities, Merrill Lynch Financial Advisor Gina Carosella is dedicated to helping clients achieve financial success and peace of mind.

Merrill Lynch Financial Advisor John Mannix, located at 200 Park Avenue in New York, is a finance institution supported by the global resources of Merrill. The team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities, adapting their approach as your needs evolve. By utilizing the Investment Personality Assessment, they tailor a financial strategy to help you pursue your unique goals. The LaGratta Mannix Group offers comprehensive wealth management services, catering to a diverse range of clients including individuals, families, business owners, executives, and 401(k) plans. They believe in a long-term, generational approach to financial planning, putting clients at the center of the investment process. The team conducts regular reviews to ensure that the asset allocation and individual holdings align with each client's goals and objectives. With access to BofA Global Research, they provide informed advice on investment decisions and strive to deliver a detailed wealth management strategy. Clients value the quality of advice and level of service provided by the LaGratta Mannix Group, resulting in many referrals from satisfied clients. The team is committed to continuous improvement and learning from their experiences to better serve their clients.

Progreso Accountants & Advisors is a leading institution located at 82-09 Roosevelt Avenue in New York, United States. Specializing in accounting, finance, and insurance services, our team of experienced professionals is dedicated to providing top-notch financial advice and support to individuals and businesses alike. Whether you need help with tax preparation, investment planning, or insurance coverage, we are here to help you navigate the complexities of the financial world. Trust Progreso Accountants & Advisors to help you achieve your financial goals and secure your future.

Victoria Borukhova - Prudential Financial is a reputable finance and insurance agency located at 85-02 139th Street in New York, United States. With a strong commitment to providing top-notch financial services and insurance solutions, Victoria Borukhova - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their future. With a team of experienced professionals, they offer personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Victoria Borukhova - Prudential Financial is the trusted partner you can rely on for all your financial needs.

Citi Private Wealth Management (PWM) is a prestigious financial institution located at 176 Union Turnpike in New York, United States. As a leading provider of wealth management services, Citi PWM offers tailored financial solutions to high-net-worth individuals and families. With a team of experienced wealth managers and financial advisors, Citi PWM is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, estate planning services, or retirement planning solutions, Citi PWM has the expertise and resources to meet your needs. Visit us today to learn more about how we can help you grow and protect your wealth.

Mark E Pericolosi, a financial advisor at Ameriprise Financial Services, LLC located at 41 Front Street, Rockville Centre, New York, offers expert financial guidance to clients. With a background and qualification information available on FINRA's BrokerCheck website, Mark E Pericolosi helps clients navigate the complexities of the financial market. The institution provides a Client Relationship Summary Disclosure to ensure transparency and clarity in their services. Potential clients can take advantage of a complimentary initial consultation to gain insights into financial planning concepts and take steps towards a more secure financial future. Ameriprise Financial Services, LLC, a registered investment adviser, offers investment products and services to help clients achieve their financial goals. Securities are offered through Ameriprise Financial Services, LLC, a member of FINRA and SIPC.

Equinox Financial Partners is a reputable finance institution located at 186-29 Grand Central Parkway in New York, United States. Specializing in providing expert financial services, Equinox Financial Partners offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution is dedicated to delivering personalized and innovative financial strategies tailored to each individual's needs. Visit Equinox Financial Partners today to experience top-notch financial guidance and expertise.

Merrill Lynch Financial Advisor Mark A Gutner is a renowned financial institution located at 266 Merrick Road, Lynbrook, New York, United States. With over 30 years of experience in the financial services industry, Mark has dedicated over 20 years to Merrill. His passion lies in helping clients manage their wealth effectively to meet their needs. Mark specializes in providing a comprehensive approach to wealth management for individuals and families. As a qualified Senior Portfolio Manager, he can assist clients in pursuing their objectives by managing personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark, a father of two living in Manhattan, currently resides in Rockville Centre, New York with his wife, Allison. At Merrill Lynch Wealth Management, Mark focuses on building personalized financial plans centered around the client's goals and priorities. He believes in understanding each client's unique needs and designing a tailored plan to help them pursue their financial objectives while managing investment risk. Mark's approach is to provide potential solutions that can turn aspirations into reality.

Qianshen Zhou is a reputable finance institution located at 150-38 Northern Boulevard in New York, United States. With a focus on providing top-notch financial services and solutions, Qianshen Zhou is known for its expertise in investment management, wealth planning, and financial advisory. The institution prides itself on its commitment to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a track record of success, Qianshen Zhou is a trusted partner for individuals and businesses seeking financial guidance and support.

RichFaith Inc. is a leading finance institution located at 152-04 Bayside Avenue in New York, United States. With a strong commitment to helping individuals and businesses achieve financial success, RichFaith Inc. offers a wide range of financial services including wealth management, investment planning, and financial consulting. Our team of experienced professionals is dedicated to providing personalized solutions that meet the unique needs of our clients. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, RichFaith Inc. is here to help you every step of the way. Trust us to be your partner in building a secure financial future.

Merrill Lynch Financial Advisor David A Paolino, located at 75 Rockefeller Plaza, New York, United States, offers personalized wealth management services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and tailored service. Paolino & Associates provide a goals-based approach to wealth management, putting clients at the center of the process. With access to Merrill's investment insights and Bank of America's banking solutions, they help clients prioritize and achieve their financial goals, whether it's planning for education, retirement, healthcare, or wealth preservation. The institution believes in developing a personalized financial approach that aligns with each client's aspirations and priorities. Through ongoing conversations and the Investment Personality Assessment, they tailor strategies to help clients pursue their financial goals and adapt to life changes. Merrill Lynch Wealth Management Advisors work to create customized investment approaches that address individual needs and objectives, keeping clients on track regardless of market fluctuations. With a focus on understanding what matters most to each client, they offer comprehensive financial solutions and personalized investment strategies. Whether planning for retirement, education, or other life events, Merrill Lynch Advisors are committed to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Edward W Blatz, located at 6965 Yellowstone Boulevard in New York, United States, is a top-tier finance institution dedicated to providing exemplary client service. Recognized by Forbes for having one of the "Best-in-State Wealth Management Teams" in 2024, the team at Merrill is supported by global resources and consists of talented individuals committed to building strong client relationships based on trust and personalized service. As a Senior Resident Director - Wealth Management Advisor, Edward W Blatz and his team take a hands-on approach to financial guidance, focusing on long-term strategies tailored to each client's specific needs, goals, and risk tolerance. By listening to clients' aspirations and priorities, they help develop personalized plans to manage, grow, and preserve wealth, while also addressing future goals such as healthcare expenses, education funding, and wealth transfer. With access to investment insights from Merrill and banking solutions from Bank of America, Merrill Lynch Financial Advisor Edward W Blatz is dedicated to helping clients achieve financial stability and independence, providing an exemplary level of service and advice to become a lifetime resource for their financial well-being.

TD Ameritrade is a leading finance institution located at 72-19 Austin Street in New York, United States. With a strong reputation for providing exceptional financial services, TD Ameritrade offers a wide range of investment options, retirement planning, and wealth management solutions to help individuals achieve their financial goals. Whether you are a seasoned investor or just starting out, TD Ameritrade's team of experts is dedicated to providing personalized guidance and support to help you make informed decisions about your finances. Visit TD Ameritrade today and take the first step towards securing your financial future.

Meitner Enterprises is a leading finance institution located at 40 Cuttermill Road in Great Neck, New York, United States. With a strong reputation for excellence in financial services, Meitner Enterprises offers a wide range of investment solutions and advisory services to individuals and businesses. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Meitner Enterprises can help you navigate the complex world of finance.

Mid-Atlantic Securities, Inc. is a leading finance institution located at 98 Cuttermill Road in Great Neck, New York. With a strong presence in the financial industry, Mid-Atlantic Securities, Inc. offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are an individual investor or a corporate entity, Mid-Atlantic Securities, Inc. is committed to providing top-notch financial services to meet your needs.

Raymond James Financial Services is a leading finance institution located in North New Hyde Park, New York, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, Raymond James is dedicated to helping individuals and businesses navigate the complexities of the financial world. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Raymond James Financial Services has the expertise and resources to help you succeed.

Dak Financial is a reputable finance institution located at 99 Clent Road in Great Neck, New York, United States. With a strong commitment to providing top-notch financial services, Dak Financial offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Dak Financial is here to help you every step of the way. Contact them today to learn more about how they can assist you with your financial needs.

Guide Right To Wealth LLC is a leading finance institution located at 219-16 Linden Boulevard in New York, United States. Our team of experts is dedicated to helping individuals and businesses achieve financial success through personalized guidance and strategic planning. Whether you are looking to invest, save for retirement, or grow your wealth, we are here to provide you with the tools and resources you need to reach your financial goals. Trust Guide Right To Wealth LLC to guide you on the path to financial security and prosperity.

Joseph Lisanti is a Financial Advisor at Ameriprise Financial Services, LLC located at 265 Sunrise Highway, Rockville Centre, New York, United States. Joseph Lisanti holds various certifications such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on providing personalized financial advice, Joseph Lisanti is dedicated to helping individuals make informed decisions to achieve their financial goals. Whether you are a retiree, small business owner, or high net worth client, Joseph Lisanti has the knowledge and experience to assist you in managing your assets and planning for your financial future.

Citi Private Wealth Management (PWM) is a prestigious finance institution located at 3901 Bell Boulevard in New York, United States. With a focus on providing tailored financial solutions for high-net-worth individuals, Citi PWM offers a wide range of services including investment management, estate planning, and wealth preservation. Their team of experienced advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Citi PWM today to learn more about their personalized wealth management services.

Wei Xia is a reputable finance institution located at 244-05 Northern Boulevard in New York, United States. With a strong focus on providing top-notch financial services to its clients, Wei Xia is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or other financial matters, the experienced professionals at Wei Xia are dedicated to providing personalized solutions to meet your needs. Trust Wei Xia to deliver reliable and efficient financial services to help you secure a prosperous financial future.

Allstate Personal Financial Representative: Robert Bennett is a finance and insurance agency located at 98 Cuttermill Road in Great Neck, New York, United States. Robert Bennett provides personalized financial planning and insurance services to help individuals and families secure their financial future. With a focus on building long-term relationships and understanding each client's unique needs, Robert Bennett offers expert advice on investments, retirement planning, insurance coverage, and more. Trust Allstate Personal Financial Representative: Robert Bennett to help you achieve your financial goals and protect what matters most to you.

Sharestates is an online marketplace lending and investing platform located at 45 North Station Plaza, Great Neck, New York, United States. As a finance institution, we offer developers access to real estate capital and provide investors with high returns on asset-backed real estate investments. Whether you are looking to lend, invest, or network in the real estate sector, Sharestates can help you start your journey today. Our platform offers competitive private loans for various phases of real estate projects nationwide, including bridge, fix & flip, new construction, and long-term rental loans. Accredited individuals can invest in real estate loans alongside institutional investors with as little as $5,000. Sharestates is founded by real estate veterans with a relationship-focused lending strategy, and we stay up to date on industry trends to provide the necessary resources for funding and investing opportunities. We maintain SOC-2 data standards to ensure proper controls over security, availability, processing integrity, confidentiality, and privacy. Please note that we do not conduct business in certain states and our services are intended for accredited investors. It is important to consult with tax and legal advisers before making any purchases, as private placement investments involve risks and are not guaranteed by Sharestates. Our platform does not constitute crowdfunding as described in the JOBS Act, and historical returns may not reflect actual future performance. Sharestates Investments, LLC, a subsidiary of Sharestates, Inc., serves as the originating entity for all loans made or arranged under a California Finance Lenders Law license. NMLS# 1538766 | AZ Mortgage License Number: BK – 1009613 | CA Mortgage License Number: 60DBO-63030.

Cooperative Financial, LLC is a leading finance institution located at 69 Cumberland Avenue in Great Neck, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you're looking for investment opportunities, loans, or financial planning advice, Cooperative Financial, LLC is here to help you achieve your financial goals. Trust us to provide you with personalized and reliable financial solutions to meet your needs.