TOP 30 Individually tailored financial advice in Manorville, New York

3 results found

Welcome to Merrill Lynch Financial Advisor Robert C. Ward, located at 450 Old Country Road, Riverhead, New York. We specialize in providing comprehensive financial advisory services tailored to meet the unique wealth management needs of business owners, entrepreneurs, and affluent individuals. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we offer personalized strategies to help you pursue your short- and long-term financial goals. Led by Robert C. Ward, a seasoned financial advisor with over three decades of experience, our team is dedicated to guiding you through the complexities of financial planning. Since joining Merrill Lynch in 2015 and becoming the Resident Director of the Riverhead office in 2018, Bob has focused on delivering exceptional service and insights into market trends and the global economy. His expertise is further enhanced by his Chartered Financial Consulting Designation (ChFC®), achieved in 2022.

Welcome to Physcal Solutions, Inc. Located in the heart of Manorville, New York, Physcal Solutions, Inc. is your premier destination for expert financial services and solutions. Situated at 18 Ryerson Avenue, we pride ourselves on offering personalized and comprehensive financial guidance to meet the unique needs of individuals and businesses alike.

Welcome to J.K. Rogers, CPA, LLC, your trusted partner in accounting and finance solutions, located at 3 Scenic View Crescent, Manorville, New York 11949. We pride ourselves on providing personalized and comprehensive financial services to individuals and businesses in the community. With years of experience and a commitment to excellence, our dedicated team of certified public accountants is here to help you navigate the complexities of financial management with ease and confidence. At J.K. Rogers, CPA, LLC, we offer a wide range of services tailored to meet your unique needs, including tax preparation and planning, bookkeeping, financial consulting, and business advisory services. Our goal is to help you achieve financial success by providing expert guidance and innovative solutions that are both efficient and effective.