The 30 Best Investing preferences in Melville, New York

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Merrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.

Merrill Lynch Financial Advisor Matthew A Roache, located at 1305 Walt Whitman Road in Melville, New York, offers personalized financial planning services tailored to your life priorities. The Miranda Wealth Management Group takes a holistic approach to investing, focusing on integrity, attention, and hard work to ensure that each client's financial situation and desires are fully understood. By collaborating with tax advisors and attorneys, the team ensures that all aspects of your financial strategy work together seamlessly. Specializing in high net worth individuals, families, and businesses, Merrill Lynch Financial Advisor Matthew A Roache provides customized recommendations for investment management, retirement planning, insurance, trust and estate planning services, and lending. With access to resources from Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A., the team can help you achieve a balance between building wealth and reducing risk.

Merrill Lynch Financial Advisor Lee S Rosen, located at 300 Broadhollow Road in Melville, New York, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they change over time. By starting with a conversation, your advisor will help you identify and prioritize your most important goals, whether it's planning for retirement, saving for a home, or funding a child's education. The Investment Personality Assessment tool is used to understand your investing preferences and customize a financial approach tailored to your needs. Led by Lee Rosen, the Rosen Group Wealth Management team serves a diverse client base across the United States, providing tailored financial strategies and proactive support. With access to the investment insights of Merrill and banking solutions from Bank of America, the team helps clients manage, grow, and preserve their wealth for the long term. By periodically reviewing financial objectives and risk tolerance, the team ensures that each client's financial strategy aligns with their goals. Merrill Personal Wealth Analysis™ can help build and document a personalized plan focused on achieving your goals. The team at Merrill Lynch Wealth Management Advisors is dedicated to helping you navigate the financial complexities of life and build a customized investment approach to pursue your goals. With a focus on putting clients first, the team is committed to providing dedicated one-on-one relationships to guide you through life's financial decisions.

et personalized advice and guidance tailored to your unique financial goals and aspirations. The Merrill Lynch Financial Advisor Elana Gofman, located at 300 Broadhollow Road in Melville, New York, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. The team, led by Lee Rosen and his partner Elana Gofman, specializes in serving owners of family businesses, attorneys, accountants, physicians, and retirees throughout the United States. At Merrill Lynch Wealth Management, the focus is on understanding what matters most to you - whether it's transferring wealth to the next generation, saving for a home, funding a child's education, or planning for retirement. The team utilizes the Investment Personality Assessment to gain a deeper understanding of your investing preferences and develop a customized financial approach to help you pursue your goals.

Merrill Lynch Financial Advisor Len Baldassare, located at 300 Broadhollow Road in Melville, New York, offers personalized wealth management strategies tailored to your individual financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Len Baldassare can help you navigate the complexities of the financial markets and make informed decisions to achieve your aspirations. Len Baldassare follows the Merrill tradition of community involvement, volunteering with organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis™, a personalized financial plan can be created to align with your unique goals and objectives. Through ongoing conversations and assessments, Len Baldassare aims to understand your investment preferences and develop a customized approach to help you pursue what matters most to you.

Merrill Lynch Financial Advisor Peggy Mahoney is a trusted finance institution located at 300 Broadhollow Road, Melville, New York, United States. Peggy Mahoney is an accessible, knowledgeable, and experienced financial advisor who is dedicated to building strong relationships with her clients. With over 25 years of experience advising small business owners, nonprofit institutions, and high net worth individuals, Peggy Mahoney brings a unique disciplined high touch approach to her practice. She focuses on building deep connections with her clients and being the center of their household's financial decision-making team. Peggy Mahoney graduated from Queens College with a degree in Accounting and has a passion for helping clients make important financial decisions. She offers a comprehensive approach to managing wealth by getting to know her clients, their families, financial situations, and what matters most to them. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Peggy Mahoney helps address various aspects of her clients' financial lives.

Merrill Lynch Financial Advisor Aaron K Donato is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. They prioritize starting every relationship with a conversation to identify and prioritize your financial goals. Whether you are looking to transfer wealth to the next generation, customize your financial approach to pursue your passions, or receive advice on staying informed, they are dedicated to listening and learning more about you and your family. Using research in behavioral finance, Merrill has developed an Investment Personality Assessment to understand your investing preferences and help tailor a financial approach that aligns with your goals. They believe in helping you make investment decisions that can lead to achieving personally meaningful objectives, whether it's planning for retirement, purchasing a home, funding education, or passing on wealth to future generations.

Merrill Lynch Financial Advisor Todd C Russell, located at 300 Broadhollow Road, Melville, New York, offers personalized financial planning services to help clients achieve their retirement goals and ensure their assets last a lifetime. With over 25 years of experience in the financial services industry, Todd Russell focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. As a Vice President and Senior Financial Advisor, Todd works with individuals and families to understand their financial situation, risk tolerance, and long-term objectives, recommending personalized financial strategies aligned with their aspirations. Supported by the global resources of Merrill Lynch, Todd's team is dedicated to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, clients can develop a customized plan centered on their goals and focused on achieving their desired financial outcomes. Todd believes in a client-centered approach, focusing on solutions that can turn goals into reality and help manage investment risk. By understanding clients' aspirations and financial needs, Todd helps design and implement personalized plans to help clients pursue their financial goals while considering future wealth management and legacy planning. With access to the investment insights of Merrill and banking solutions from Bank of America, Todd works with clients to develop an approach tailored to their financial needs. By utilizing the Investment Personality Assessment, Todd can gain a deeper understanding of clients' investing preferences and customize financial strategies to align with their priorities. As clients' lives and goals evolve, Todd ensures their financial approach reflects these changes, helping them stay on track to achieve what matters most to them. By getting to know clients personally and understanding their unique needs, Todd can create a financial approach that reflects their personality and helps them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Todd helps clients navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship with clients, Todd helps guide them along their financial journey, addressing each question and decision with personalized care and expertise. Todd Russell is registered to do business in multiple states, offering investment insights, tips, and strategies to help clients live their best financial life. Please consult legal and tax advisors before making any financial decisions, as investing involves risk and past performance does not guarantee future results. Contact Merrill Lynch Financial Advisor Todd C Russell to start building a customized financial plan tailored to your unique goals and priorities.

Merrill Lynch Financial Advisor Gary M Kogel, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to helping clients achieve their financial goals. The institution believes in starting every relationship with a conversation to understand the client's priorities. By listening to the client's needs and goals, the institution can customize a financial approach to help them pursue what matters most. Utilizing research in behavioral finance, Merrill Lynch offers an Investment Personality Assessment to help understand the client's investing preferences. This assessment allows the institution to develop a personalized financial approach tailored to the client's goals. With access to investment insights and banking solutions, Merrill Lynch works with clients to address their financial needs and help them manage, grow, and preserve their wealth.

Merrill Lynch Financial Advisor John R Holst is a finance institution located at 300 Broadhollow Road, Melville, New York, United States. As a Senior Resident Director - Wealth Management Advisor, John R Holst and his team are dedicated to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill and the banking convenience of Bank of America, they provide a wide range of opportunities including investments, retirement income planning, estate planning services, and philanthropy. The Holst Kelley Wealth Management Group specializes in understanding the unique needs of clients who are passionate about yachting, offering tailored financial strategies to help them achieve their goals. By utilizing the Investment Personality Assessment, they customize financial approaches to align with individual preferences and goals. With a focus on helping clients reach their financial aspirations, the team at Merrill Lynch Wealth Management is committed to providing comprehensive financial solutions and personalized investment strategies.

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