International wealth tax advisors in New York City, New York

Merrill Lynch Financial Advisor Danielle F Grande-Cosentino is a senior vice president and international wealth advisor located at 360 Hamilton Avenue, White Plains, New York, United States. With a career spanning over three decades, Danielle is committed to providing exemplary client service and has been recognized by Forbes as a "Top Women Wealth Advisor Best-in-State" in 2024. She is highly credentialed, holding certifications such as CERTIFIED FINANCIAL PLANNER™, and is known for her dedication to educating clients and their families on managing wealth and achieving financial independence. Danielle's personalized approach to wealth management has earned her the loyalty of clients around the world, and she is proud to serve CEOs, CFOs, and affluent families in New York, New Jersey, Connecticut, and other states. With a focus on building strong client relationships based on trust and personalized service, Danielle and her team at Merrill Lynch Wealth Management are dedicated to helping clients achieve their financial goals and priorities, no matter how they may change over time.

Merrill Lynch Financial Advisor Becky M Sciortino is a trusted institution located at 26 Century Hill Drive in Latham, New York, United States. With over 20 years of experience, Becky focuses on the wealth and health of her clients, viewing them as individuals with unique situations and aspirations rather than just portfolios. She assists a diverse range of clients, including successful business owners, corporate executives, retired individuals, and families. Becky's personal experiences have shaped her approach to financial planning, as she understands the importance of helping clients achieve their life dreams and navigate challenges such as illness, divorce, or job loss. Becky's expertise lies in retirement planning, income generation, wealth preservation, and growth strategies. She educates clients on important topics such as health, saving vs. spending, Social Security, and insurance. By coordinating with clients' CPAs and attorneys, Becky ensures that tax minimization and estate planning strategies are aligned. She also offers access to Bank of America for lending and banking services.

Merrill Lynch Financial Advisor Amelia E Prounis is a highly experienced Senior Vice President and Senior Financial Advisor at the Fifth Avenue Financial Center complex in New York City. With a strong educational background and over 30 years of experience in wealth management, Ms. Prounis specializes in portfolio management for high net worth individuals both domestically and internationally. She also provides advisory services to small to mid-sized business organizations, including pension funds, endowments, 401K plans, and private foundations. Her areas of expertise include wealth management planning, residential lending, insurance, and estate planning. Ms. Prounis is actively involved in the community, serving on the board of the Grosvenor Neighborhood House in Harlem and participating in fundraising committees for various cultural and educational institutions in New York City. She is dedicated to helping her clients achieve their financial goals through long-term strategies, asset allocation modeling, and personalized investment management.

Gradient Financial Group/Advisors is a premier institution located in the heart of New York City, specializing in providing seniors with the highest retirement income solutions. Our team of experienced advisors offers alternative investments with an impressive 32% internal rate of return, ensuring our clients achieve their financial goals efficiently. In addition, we offer expert tax and wealth foundation services to help secure and grow our clients' assets for the long term. Visit us at 79 White Street to learn more about how Gradient Financial Group/Advisors can help you plan for a secure and prosperous retirement.

Innokentii Panteleev is a financial advisor at Merrill Lynch located in New York, United States. With over 7 years of experience in the financial services industry, Inno focuses on serving clients with different backgrounds and levels of financial knowledge. He holds bachelor's degrees in International Relations and Finance and is dedicated to helping clients achieve their financial goals. In his spare time, Inno enjoys spending time with his family and meeting new people. Merrill Lynch offers personalized financial planning services, investment strategies, and access to banking services from Bank of America. Inno believes in building strong client relationships based on trust and personalized service. With a focus on your goals and priorities, Merrill Lynch Wealth Management Advisors can help you create a customized investment approach to address your needs and pursue your financial goals. Whether you are planning for retirement, funding your children's education, or preparing for other life events, Inno is committed to helping you achieve your goals. Contact Merrill Lynch Financial Advisor Innokentii Panteleev to start your journey towards financial success.

Vivian Mamelak - RBC Wealth Management Financial Advisor is a leading financial institution located in the heart of New York City. As a trusted advisor, Vivian Mamelak provides personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management, investment planning, and retirement strategies, Vivian Mamelak offers expert guidance and support to individuals and families looking to secure their financial future. Visit our office at 1211 6th Avenue to learn more about how we can help you navigate the complexities of the financial world and build a secure financial foundation for the future.

Merrill Lynch Financial Advisor Ritchie L. Gomez is a finance institution located at 225 Liberty Street, New York, New York, United States. As part of the New York International Group, they believe in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates provide access to global investment capabilities from Merrill and banking convenience from Bank of America. Their mission is to understand each client and what matters most to them, in order to create personalized financial plans that help manage investment risk and pursue financial goals. Through thoughtful conversations, they prioritize goals and provide advice on a range of financial topics, from retirement planning to wealth transfer to future generations.

Merrill Lynch Private Wealth Advisor Joshua A. Hidalgo is located at 225 Liberty Street in New York, New York, United States. This finance institution offers industry-leading research and expert analysis to help wealthy individuals and families stay ahead in managing their wealth. With a focus on personalized attention and wealth management solutions, the institution combines global capabilities with a deep understanding of complex financial needs to help clients achieve their goals. Joshua Hidalgo, a Senior Vice President and Private Wealth Manager at Merrill Private Wealth Management, is dedicated to serving high net worth individuals, families, and institutions both in the US and internationally. He and his team prioritize connecting all aspects of their clients' financial lives to help them pursue their most important goals. Joshua, who holds a B.B.A degree in Finance and the Chartered Financial Analyst (CFA) designation, joined Merrill in 2011 and is committed to developing tailored financial strategies for each client.

International Wealth Tax Advisors, LLC is a leading finance institution located in the bustling city of New York, United States. Our team of expert advisors specializes in providing comprehensive wealth tax solutions for individuals and businesses with international assets. With a focus on maximizing tax efficiency and minimizing liabilities, we offer personalized strategies tailored to each client's unique financial situation. Trust International Wealth Tax Advisors, LLC to help you navigate the complexities of global tax laws and optimize your wealth management.

Sebastian Income Tax & Multiservices is a trusted institution located at 2073 Amsterdam Avenue in New York, New York. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax preparation, financial planning, and more. With a commitment to excellence and personalized service, we strive to provide our clients with the guidance and support they need to achieve their financial goals. Whether you need assistance with tax filing, bookkeeping, or investment advice, Sebastian Income Tax & Multiservices is here to help. Contact us today to learn more about how we can assist you with all of your financial needs.

NY Tax Strategies is a leading accounting and finance institution located at 200 Park Avenue in New York, New York. Our team of experienced professionals specializes in providing comprehensive tax planning and strategy services to individuals and businesses. With a commitment to excellence and personalized attention, we help our clients navigate the complex world of taxes to optimize their financial goals. Whether you need assistance with tax preparation, deductions, or audit representation, NY Tax Strategies is here to help you achieve success. Contact us today to schedule a consultation and take control of your financial future.

CC Tax Management is a finance institution located at 6610 Bay Parkway in New York, United States. Specializing in tax management services, they offer expert advice and solutions to individuals and businesses looking to maximize their financial potential and minimize tax liabilities. With a team of experienced professionals, CC Tax Management is dedicated to providing top-notch service and helping clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax planning, preparation, or audit representation, CC Tax Management is here to help you achieve your financial goals.

Five Stars Income Tax is a top-rated accounting and finance institution located at 1722 Flatbush Avenue in New York, United States. With a team of highly skilled professionals, we specialize in providing expert income tax services to individuals and businesses. Our goal is to ensure that our clients receive the maximum tax refund possible while adhering to all tax laws and regulations. Trust Five Stars Income Tax to handle all of your tax needs with precision and efficiency.

Tax Strategies LTD is a leading finance institution located at 601 Lexington Avenue in the bustling city of New York, United States. Specializing in tax planning and strategies, our team of experts is dedicated to helping individuals and businesses navigate the complex world of taxation. With a focus on maximizing savings and minimizing liabilities, Tax Strategies LTD provides personalized solutions tailored to each client's unique financial situation. Trust us to provide reliable and efficient tax services that will help you achieve your financial goals.

The Law Office of Suzanne Alexandra Ascher, ESQ., CPA, Tax LL.M. is a prestigious institution located at 148 Nehring Avenue in New York, United States. Specializing in accounting, finance, and legal services, this firm offers expert guidance and representation in a wide range of tax-related matters. With a highly qualified team led by Suzanne Alexandra Ascher, clients can trust in receiving top-notch advice and support to navigate complex tax laws and regulations. Whether you are an individual or a business in need of tax assistance, this institution is dedicated to providing tailored solutions to meet your specific needs.

Fine Wealth Management is a leading finance institution located at 300 International Drive in Williamsville, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or growing your investment portfolio, Fine Wealth Management is here to provide expert guidance and support. Trust us to help you navigate the complexities of the financial world and secure your financial future.

Merrill Lynch Financial Advisor Marshall I Dumont is a reputable institution located at 75 Rockefeller Plaza in New York, United States. With 40 years of experience in the financial services industry, Marshall focuses on serving his growing clientele by providing personalized financial planning services. He holds a bachelor's degree in Hotel Management from Cornell University and an MBA in International Business from CUNY-Baruch College. Marshall follows the Merrill tradition of community involvement and volunteering. At Merrill Lynch Wealth Management, Marshall believes in building a personalized financial plan centered on your goals and priorities. By understanding your unique needs and aspirations, he can help you pursue your financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. The institution offers the Merrill Personal Wealth Analysis™ to help clients document their financial goals and track changes in their financial approach over time.

Markston International LLC is a leading finance institution located at 445 Hamilton Avenue in White Plains, New York, United States. With a strong reputation for excellence in the financial industry, Markston International LLC offers a wide range of financial services to individuals and businesses. From investment management to financial planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or secure your financial future, Markston International LLC is committed to providing personalized solutions tailored to your specific needs. Visit their office in White Plains today to learn more about how they can help you achieve financial success.

Merrill Lynch Financial Advisor Edward H Abitanta is a finance institution located at 225 Liberty Street, New York, New York, United States. As part of the New York International Group, they believe in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates have access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. Their mission is to understand each client individually, asking thoughtful questions and listening carefully to help design and implement personalized financial plans. They focus on potential solutions to help clients achieve their financial goals while managing investment risk. The institution's approach begins with a conversation to identify and prioritize the goals that matter most to each client. By utilizing the Investment Personality Assessment, they gain a deeper understanding of how clients think and feel about investing, customizing financial approaches to align with individual goals and priorities. They provide tools to help clients track changes in their lives and ensure that their financial approach reflects those changes.

Merrill Lynch Financial Advisor Paolo Bianco is a finance institution located at 225 Liberty Street, New York, New York, United States. As an International Wealth Advisor, Paolo works primarily with finance and business professionals, as well as international clients living in the U.S. His wealth management planning process starts with articulating clients' goals and continues with formulating and implementing a coherent wealth plan. Paolo is a Chartered Financial Analyst (CFA) charter holder with extensive experience in the financial industry. He is committed to building strong client relationships based on trust and personalized service. With access to the investment insights of Merrill and banking solutions from Bank of America, Paolo works with clients to develop personalized financial plans designed to help them achieve their goals. Through ongoing conversations and reviews, Paolo helps clients stay on track and adjust their financial approach as needed. His mission is to understand each client's unique situation and provide tailored advice to help them pursue their financial goals. With a focus on long-term success, Paolo helps clients navigate the complexities of the financial world and make informed decisions to secure their financial future.

Merrill Lynch Financial Advisor Dora Fiala, located at 225 Liberty Street, New York, offers personalized wealth management services to high-net-worth clients in the U.S. and internationally. With over three decades of experience, Dora is known for her trusted relationships and client-focused approach. She believes in customizing strategies to meet each client's unique goals, emphasizing risk-managed investing and diversification. Dora's team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to create personalized plans centered on clients' goals. Through thoughtful conversations and ongoing support, Dora helps clients pursue their financial aspirations and navigate life's changes. As a Merrill Lynch Wealth Management Advisor, Dora is committed to helping clients achieve their goals and stay on track, no matter what challenges may arise.

Merrill Lynch Financial Advisor Ian Smith, located at 200 Park Avenue in New York, offers personalized wealth management services. With over a decade of experience in the finance industry, Ian specializes in wealth management, retirement planning, asset allocation, and risk management. He takes a comprehensive approach to financial planning, considering each client's unique goals, risk tolerance, and investment needs. Ian holds a bachelor's degree in International Relations with a focus on Business and Economics from Boston University. As a Merrill Lynch Wealth Management Advisor, Ian helps clients create personalized investment strategies tailored to their individual needs. Whether you are planning for retirement, wealth transfer, or philanthropic goals, Ian can provide guidance and support to help you achieve your financial objectives. Contact Ian Smith today to start building a personalized financial plan that aligns with your goals and priorities.

Fultonex International Financial Corporation is a leading finance institution located at 13330 37th Avenue in New York, United States. With a strong reputation for excellence and innovation in the financial industry, Fultonex offers a wide range of financial services to clients both locally and internationally. From investment management to wealth planning, Fultonex is dedicated to providing top-notch financial solutions to help clients achieve their goals and secure their financial future. With a team of experienced professionals and a commitment to client satisfaction, Fultonex International Financial Corporation is a trusted partner for all your financial needs.

Amak Tax Services is a reputable accounting and finance institution located at 1271 U.S. 9, Wappingers Falls, New York, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Their expertise in tax preparation, planning, and consulting ensures their clients receive accurate and efficient financial solutions. Whether you need help with filing your taxes or managing your finances, Amak Tax Services is dedicated to providing top-notch service to help you achieve your financial goals.

Global Tax & Financial Services Inc is a reputable finance institution located at 645 Allerton Avenue in New York, United States. With a team of experienced professionals, we provide a wide range of tax and financial services to individuals and businesses worldwide. Our services include tax preparation, financial planning, investment management, and more. Whether you need assistance with tax compliance or guidance on wealth management, our experts are here to help you achieve your financial goals. Visit us today to learn how we can support your financial needs.

Xplore International Inc is a leading finance institution located at 3006 Bailey Avenue in Buffalo, New York, United States. With a strong focus on providing comprehensive financial solutions to individuals and businesses, Xplore International Inc offers a wide range of services including investment management, wealth planning, and retirement planning. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Xplore International Inc can help you navigate the complex world of finance.

OG Tax Strategist is a leading accounting and finance institution located at 98 Rockwell Place in New York, United States. Specializing in tax planning and strategy, our team of experts is dedicated to helping individuals and businesses navigate the complex world of taxes. With a focus on maximizing savings and minimizing liabilities, we provide personalized solutions tailored to each client's unique financial situation. Whether you need assistance with tax preparation, compliance, or strategic planning, OG Tax Strategist is here to help you achieve your financial goals.

Wasserman & Wise Tax Consultants is a reputable accounting and finance institution located at 445 Park Avenue in New York City. With a team of experienced professionals, they provide expert tax consulting services to individuals and businesses. Whether you need assistance with tax planning, compliance, or audits, Wasserman & Wise Tax Consultants has the knowledge and expertise to help you navigate the complex world of taxation. Trustworthy and reliable, they are dedicated to helping clients achieve their financial goals and maximize their tax savings. Contact Wasserman & Wise Tax Consultants today for personalized and professional tax advice.

Emrena Tax & Business Services is a leading accounting and finance institution located at 423 Ocean Parkway in New York, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation to financial planning, our dedicated team is committed to providing top-notch services tailored to meet the unique needs of each client. Trust Emrena Tax & Business Services to provide expert guidance and support for all your accounting and financial needs.

RD Tax Services is a reputable accounting and finance institution located at 63 Wetherole Street in New York, United States. With a team of experienced professionals, they specialize in providing expert tax services to individuals and businesses. Whether you need assistance with tax preparation, planning, or compliance, RD Tax Services is dedicated to helping you navigate the complexities of the tax system and maximize your financial opportunities. Trustworthy and reliable, this institution is committed to delivering top-notch service and personalized solutions tailored to your specific needs. Contact RD Tax Services today to ensure your financial success.