Individualized financial approach in Merrick, New York

Merrill Lynch Financial Advisor Jody P Sacks is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. The AlexanderSacks Group is committed to helping clients pursue their goals by developing personalized financial approaches tailored to their specific needs. They prioritize client needs and oversee their progress over time, focusing on Goals Based Wealth Management and understanding the human side of finance. The institution offers access to Bank of America's products and services, as well as Merrill analytics, to individual and business clients. The team at The AlexanderSacks Group believes in earning the trust of clients by creating a transparent and responsive atmosphere. They work as a team, respecting each individual, and demonstrating integrity at all times. The institution believes in helping clients achieve their goals by providing personalized investment strategies and comprehensive financial solutions. With a focus on understanding clients' aspirations and priorities, The AlexanderSacks Group aims to create a financial approach that reflects their unique needs and financial situation. They offer ongoing support to help clients stay on track, regardless of market fluctuations. The team provides the latest investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making any financial decisions. The institution offers a broad range of brokerage, investment advisory, and financial planning services.

Joseph Ossandon - TD Wealth Financial Advisor is a trusted financial institution located at 290 Merrick Road in Rockville Centre, New York, United States. Specializing in providing expert financial advice and services, Joseph Ossandon is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized solutions and top-notch customer service, Joseph Ossandon - TD Wealth Financial Advisor is committed to helping individuals and businesses navigate the complex world of finance with confidence. Contact them today to learn how they can help you reach your financial objectives.

Merrill Lynch Financial Advisor Stuart R Schoenfeld is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. The team at Merrill Lynch is dedicated to building strong relationships with clients, providing personalized service, and helping individuals and families make important financial decisions. With access to global resources, the team is committed to understanding each client's goals, priorities, and aspirations. By developing personalized plans and implementing investment strategies, Merrill Lynch aims to help clients pursue their financial goals while managing risk. The institution offers a range of services, including personalized financial planning, investment insights, and banking solutions from Bank of America. The team of experienced advisors at Merrill Lynch Wealth Management is focused on helping clients achieve their goals, adapt to changes in the market, and make informed decisions. Whether clients are planning for retirement, saving for a home, or funding education, Merrill Lynch provides tailored solutions to address their needs and priorities. By getting to know each client personally, Merrill Lynch can create a financial approach that reflects their personality and helps them achieve their goals. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and pursue their long-term objectives.

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.

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.

Merrill Lynch Financial Advisor Ravit Kaye, located at 266 Merrick Road, Lynbrook, New York, United States, offers a full range of wealth management services to highly accomplished individuals and their families. Ravit and her team of investment industry professionals combine their knowledge and capabilities with the global resources of Merrill to provide exemplary client service. With recognition from Forbes as a Top Women Wealth Advisor, Ravit is dedicated to helping clients achieve their financial goals through personalized advice and guidance. As a Chartered Retirement Planning Counselor™ and Merrill qualified Portfolio Manager, she can help clients pursue their objectives by managing their investments on a discretionary basis. With a background in finance and economics, Ravit is committed to building strong client relationships based on trust and personalized service. Whether it's transferring wealth to the next generation or customizing your financial approach, Ravit focuses on what matters most to you and your family. By understanding your goals and priorities, she can create a financial approach that reflects your personality and helps you address fluctuations in the market and changes in your life. Let Merrill Lynch Wealth Management Advisors help you navigate the financial complexities of life and build a customized investment approach to pursue your goals.

Belva Barned, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States, specializes in providing comprehensive financial planning services. Belva holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Belva is committed to upholding a high standard of ethics and continuously seeks to enhance her knowledge and skills to better serve her clients. Whether you are a retiree, small business owner, or high net worth individual, Belva's diverse expertise and personalized approach can help you achieve your financial goals. Contact Belva Barned today to discuss your financial needs and create a customized plan for your financial future.

SGF Law, located at 135 Pinelawn Road in Melville, New York, is a boutique firm that offers a personalized approach with the benefits of a large firm. Serving clients throughout Long Island and surrounding areas such as Merrick, Massapequa, Baldwin, and more, SGF Law specializes in estate planning and elder law issues. With over 30 years of experience, the team at SGF Law is dedicated to helping individuals and families navigate important legal matters. Estate planning is crucial for everyone, regardless of age or financial standing. Without proper planning, state law will determine how your assets are distributed. The team at SGF Law is well-versed in estate planning and elder law, with over 45 years of combined experience handling thousands of cases. They can assist with complex issues to ensure proper planning for yourself or an older relative.

Ettinger Law Firm is a trusted institution specializing in elder law and estate planning services. Located at 100 Merrick Road in Rockville Centre, New York, their team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of planning for the future. Whether you need assistance with wills, trusts, Medicaid planning, or other legal matters related to aging and estate management, Ettinger Law Firm is committed to providing personalized and comprehensive solutions. With a focus on protecting assets and ensuring peace of mind for their clients, this reputable firm is known for their professionalism, expertise, and compassionate approach to legal representation. Contact Ettinger Law Firm today to schedule a consultation and begin planning for your future with confidence.

Merrill Lynch Wealth Management is a finance institution located at 266 Merrick Road, Lynbrook, New York. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We take the time to understand your priorities, retirement goals, education funding, business issues, cash management, and credit strategies. Our branch offers access to Merrill's investing resources and Bank of America's banking convenience to create a framework for addressing financial challenges. We are committed to transparency, trust, and openness, and our advisor teams strive to develop intimate relationships with clients to discuss a wide range of financial needs. Through volunteerism and charitable outreach, we support the communities where we live and work. Our culture is dedicated to providing training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice to help clients pursue their financial goals. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering the skills and knowledge needed to assist individuals in pursuing their unique financial goals. Please consult legal and tax advisors before making any financial decisions. We offer a broad range of brokerage, investment advisory, and other services. Remember that investing involves risk, and past performance does not guarantee future results.

LaLuna, Cohen & Lampert is a reputable accounting and finance institution located at 2009 Decker Avenue in Merrick, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, LaLuna, Cohen & Lampert is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Visit their office today to learn more about how they can help you with your financial needs.

Schiffmi Schwartz Co is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Their commitment to excellence and personalized approach make them a trusted partner for individuals and businesses alike. Whether you need help with managing your finances or navigating complex tax laws, Schiffmi Schwartz Co is dedicated to helping you achieve your financial goals.

Hirsch & Hirsch Certified Public Accountants PLLC is a well-established accounting and finance institution located at 273 Merrick Road in Lynbrook, New York, United States. With a team of experienced and highly skilled professionals, they provide a wide range of accounting services to individuals and businesses. From tax preparation to financial planning, Hirsch & Hirsch Certified Public Accountants PLLC is committed to helping their clients achieve their financial goals. Their dedication to excellence and personalized approach sets them apart from other accounting firms in the area.

Steven M. Kaplan, CPA, PC is a reputable accounting and finance institution located at 25 Merrick Avenue in Merrick, New York. With years of experience and a team of skilled professionals, we provide a wide range of services including tax preparation, financial planning, and bookkeeping. Our personalized approach ensures that each client receives the attention and expertise they deserve. Trust Steven M. Kaplan, CPA, PC for all your accounting and finance needs.

Welcome to Allen Federal Credit Union, your trusted financial partner located conveniently at 11154 Merrick Boulevard, Queens, New York. Serving the vibrant community of Queens, we are dedicated to providing exceptional financial services tailored to meet your needs. As a member-focused credit union, we offer a wide range of financial solutions, including savings and checking accounts, loans, and more, all designed with your financial well-being in mind. Our state-of-the-art ATM services ensure you have easy and secure access to your funds whenever you need them. Whether you're managing daily expenses or planning for the future, our team of experienced professionals is here to guide you every step of the way. At Allen Federal Credit Union, we pride ourselves on our commitment to personalized service and our deep roots in the local community.

Welcome to Urban Insurance Brokerage, your trusted partner in securing a brighter future. Located at 21701 Merrick Boulevard, Queens, New York, we are a dedicated insurance agency committed to providing personalized and comprehensive insurance solutions tailored to meet your unique needs. Our team of experienced professionals is here to guide you through the complexities of insurance, ensuring you have the right coverage for life's uncertainties. Whether you're looking for auto, home, health, or business insurance, Urban Insurance Brokerage offers a wide range of options from top-rated providers. We pride ourselves on our customer-centric approach, delivering exceptional service and peace of mind to the Queens community and beyond. Visit us today and let us help you protect what matters most.