The 30 Best Investment and advisory services in New York

Claude Bruno's Engineer Fin & Cons is a reputable finance institution located at 11719 Springfield Boulevard in New York, United States. Specializing in providing financial services and consultation, Claude Bruno's Engineer Fin & Cons offers expert advice and assistance to individuals and businesses looking to manage their finances effectively. With a team of experienced professionals, this institution is dedicated to helping clients achieve their financial goals and make informed decisions. Whether you need assistance with investments, budgeting, or financial planning, Claude Bruno's Engineer Fin & Cons is committed to providing top-notch service and support.

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.

The WealthPlan LLC, located at 60 Cuttermill Road in Great Neck, New York, is a finance institution that offers personalized wealth strategies designed exclusively for your needs. Led by Certified Financial Planner David Warshaw, who has over 20 years of experience, the institution follows a unique Four Seasons Approach to Financial Planning. This approach provides a fully customizable framework to help clients reach their retirement goals by guiding them through each quarter of the year with tailored strategies. At The WealthPlan LLC, the focus is on optimizing clients' finances for both the present and the future. By helping clients understand their monthly expenses, savings rate, and future income, the institution aims to ensure that clients can retire with confidence. Proactive tax planning is also a key aspect, with a thorough review of prior year's tax returns and strategies to lower taxes using tools like Holistiplan.

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.

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.

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.

CSMG Capital Solutions is a comprehensive financial institution located at 205-17 Jamaica Avenue in New York, United States. Specializing in accounting, finance, and real estate services, CSMG Capital Solutions offers expert advice and solutions for all your financial needs. Whether you are looking to manage your investments, secure a mortgage, or navigate the complex world of real estate transactions, our team of professionals is here to help. Trust CSMG Capital Solutions to provide you with top-notch financial services tailored to your individual goals and needs.

Merrill Lynch Wealth Management, located at 100 Jericho Turnpike in Floral Park, New York, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed on market trends and global economy with timely insights. Choose from three different ways to connect with us based on your unique financial journey. Receive the latest insights on inflation, interest rates, volatility, and investments from the Chief Investment Office. Take a quick quiz to get actionable next steps for your long-term goals. Keep in mind that investing involves risk and it's important to consult with legal and tax advisors before making financial decisions. Merrill offers brokerage, investment advisory, and other services to help you achieve your financial goals. Trust, fiduciary, and investment management services are also available through Bank of America. Banking products are provided by Bank of America, N.A. and affiliated banks. Return to Merrill for more information or close the window after you leave.

Merrill Lynch Financial Advisor Thomas P Sullivan is a reputable finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Thomas P Sullivan, with over 15 years of industry experience, leads a team of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. He helps individuals, families, and family offices with a thoughtful and purposeful approach to their wealth management. Tom's expertise includes portfolio design, stock strategies, estate planning, and access to lending services through Bank of America.

Merrill Lynch Financial Advisor Frank Pellegrino, located at 1325 Franklin Avenue, Garden City, New York, United States, is a prestigious institution in the finance industry. Recognized by Forbes for their exceptional wealth management teams and advisors, they are dedicated to providing exemplary client service. Backed by the global resources of Merrill, their team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. They focus on understanding your goals, priorities, and aspirations to create a customized financial approach that helps you pursue what matters most to you. With access to investment insights and banking solutions, they work with you to develop a plan that addresses your financial needs and helps you achieve your goals. Through ongoing communication and personalized advice, they aim to help you stay on track and adapt to changes in your life and the financial markets. Let Merrill Lynch Financial Advisor Frank Pellegrino help you navigate the complexities of your financial life and work towards your financial goals.

Merrill Lynch Financial Advisor Joshua M. Miller, located at 1325 Franklin Avenue, Garden City, New York, United States, is a leading finance institution offering personalized financial strategies tailored to your individual goals and needs. As a Merrill advisor, Joshua M. Miller and his team prioritize understanding your aspirations, risk tolerance, and investment preferences to develop a comprehensive financial plan that aligns with your objectives. With over 60 years of collective experience, The Miller – Wachtler Group specializes in working with High Net Worth individuals, affluent families, and small to mid-sized businesses, providing customized financial solutions based on your unique circumstances. Recognized by Forbes for their exceptional client service, the team is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ and ongoing reviews of your financial approach, Joshua M. Miller and his team ensure that your plan evolves with your changing life and market conditions. Let Merrill Lynch Financial Advisor Joshua M. Miller help you achieve your financial goals and navigate the complexities of your financial life with confidence and personalized guidance.

Merrill Lynch Financial Advisor Julia Battaglia is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Whatever your personal goals may be, they work one-on-one with you to develop a personalized financial strategy designed to help you pursue your long-term goals. Their financial planning process begins by getting to know you and understanding your goals, values, risk tolerance, time horizon, and liquidity needs. They offer one-on-one discovery meetings to review your portfolio and objectives, creating a personalized plan to help you reach your goals. By utilizing the Investment Personality Assessment, they can customize the financial approach to align with your investing preferences. They offer the Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on your goals. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer investment insights, tips, and strategies to help you achieve your financial goals. As Merrill Lynch Wealth Management Advisors, they help you build a customized investment approach to address your needs and pursue your goals. Get the dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor and receive personalized investment strategies plus comprehensive financial solutions from Bank of America. It is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services to help you live your best financial life.

Merrill Lynch Financial Advisor Ashley Rowland is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Catering to successful professionals and wealthy families, they offer a sophisticated suite of financial strategies tailored to the unique opportunities and challenges their clients face. Operating under the basic premise that much of clients' lives revolve around money, The Russo Rosenstein Group aims to enhance and enrich the complex financial lives of those they serve. They provide boutique-level personal service and attention, going above and beyond typical financial advisors by educating and coaching clients to ensure they follow integrated strategies formulated on their behalf. The institution works with a limited number of clients to build lasting advisory relationships, understanding that each client has unique planning needs that should drive every recommendation. With a planning-based approach honed over many years, The Russo Rosenstein Group helps clients explore and prioritize their goals for themselves, their families, and their communities. They also offer assistance with both personal and business financial needs, including plan design and implementation for business owners. With a focus on high-net-worth and ultra-high-net-worth clients, The Russo Rosenstein Group serves individuals in New York, New Jersey, and over 20 other states, including corporate executives, business owners, partners at law firms, and generations of their families. The institution takes a strategic and analytical approach to examining each client's overall financial picture, ensuring they build fundamental pillars of financial strength for their clientele. By providing superior wealth management services, The Russo Rosenstein Group aims to help clients achieve their financial goals and leave lasting memories for their families.

Merrill Lynch Financial Advisor Christopher M Walters is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. Christopher M Walters has been recognized in Forbes' "America’s Top Wealth Management Teams High Net Worth" in 2022, 2023, and 2024, as well as in Forbes' "Top Next-Generation Wealth Advisors Best-in-State" in 2023. Supported by the global resources of Merrill, Christopher M Walters' team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Christopher M Walters helps individuals, families, and family offices advance a more thoughtful, cohesive, and purposeful approach to their wealth. With over 15 years of industry experience, Christopher is skilled in helping clients align their objectives with their unique risk tolerance, tax circumstances, and timeframes. He offers a creative and analytical approach grounded in a steadfast commitment to client well-being.

Merrill Lynch Financial Advisor W. Corby May is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. They offer access to a wide range of investment solutions from Merrill and banking products from Bank of America. Their team is dedicated to helping clients stay on track with timely insights on market trends and global economy. They provide personalized wealth management strategies tailored to each client's financial goals and priorities. The May Malfettone Gold Biblo Group works collaboratively to help clients make informed decisions and identify opportunities. By understanding each client's unique financial situation, they create flexible strategies to navigate changing market conditions. With a focus on transparency and realistic expectations, they aim to help clients manage, grow, and preserve their wealth for the future. Through conversations and assessments, they customize financial approaches to align with each client's investing preferences and goals. The institution goes beyond traditional advisory roles, offering a comprehensive range of services to help clients achieve financial success.

Merrill Lynch Financial Advisor Martin E Schwartz, located at 1325 Franklin Avenue, Garden City, New York, United States, is a trusted institution in the finance industry. Merrill is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill is committed to building strong client relationships based on trust and personalized service. They focus on understanding the things that matter most to you, such as family, goals, and priorities, and work with you to create a financial approach that reflects your unique needs. With access to the global resources of Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth for the future. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Martin E Schwartz is dedicated to helping you achieve your financial goals.

Merrill Lynch Wealth Management, located at 1325 Franklin Avenue in Garden City, New York, is a leading finance institution dedicated to helping clients align their investments with their personal values and financial goals. The experienced advisors at this branch offer a wide range of wealth management services, including retirement income planning, guidance on stock positions, and access to estate planning services. Through volunteerism and charitable outreach, the branch actively supports the local community and nonprofit organizations. Clients of Merrill Lynch have access to industry-skilled advisors, a disciplined wealth planning platform, and the technological resources of a global financial services firm to help them pursue their financial and life goals.

Janney Montgomery Scott LLC is a finance institution located at 1001 Franklin Avenue in Garden City, New York, United States. With a long history of providing personalized financial services, Janney Montgomery Scott LLC offers a wide range of investment options to help clients achieve their financial goals. Whether you are looking for retirement planning, wealth management, or investment advice, their team of experienced professionals is dedicated to providing top-notch service and expertise. Trust Janney Montgomery Scott LLC to help you navigate the complex world of finance and secure your financial future.

Phoenix Asset Management is a reputable finance and real estate agency located at 1205 Franklin Avenue in Garden City, New York. With a team of experienced professionals, we provide expert advice and services in managing assets and real estate investments. Our institution is dedicated to helping clients achieve their financial goals through strategic planning and personalized solutions. Whether you are looking to grow your wealth or invest in properties, Phoenix Asset Management is here to guide you every step of the way.

Merrill Lynch Financial Advisor Thomas C Nastasi, located at 1325 Franklin Avenue, Garden City, New York, United States, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by financial industry publications and Bank of America Corporation, our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, our financial advisors focus on what matters most to you - your family, goals, and priorities. Through in-depth conversations, we help you identify and prioritize your financial goals, whether it's planning for retirement, buying a home, or funding a child's education. Our Investment Personality Assessment allows us to customize a financial approach tailored to your unique preferences and goals.

American Express Financial Advisors is a renowned finance institution located at 333 Earle Ovington Boulevard in Uniondale, New York, United States. With a strong reputation for providing top-notch financial services and expert advice, American Express Financial Advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, the knowledgeable team at American Express Financial Advisors is here to assist you every step of the way. Trust in their expertise and experience to secure a brighter financial future for yourself and your loved ones.

Merrill Lynch Financial Advisor Richard Matthew Eisman is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Managing your wealth with a deep understanding of your financial picture is the priority here. With a focus on what matters most to you, a flexible strategy is created to adapt to changing market conditions. Access to investment insights from Merrill and banking solutions from Bank of America is provided to help you pursue your personalized wealth management goals. The institution believes in community involvement and volunteering in organizations. Personalized wealth management strategies are developed through the Merrill Personal Wealth Analysis™ to create a plan centered on your goals. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting them as they change over time. By listening to your aspirations and priorities, a personalized financial approach is designed to help you achieve your goals. Investment decisions are made based on your personal goals and preferences, with a focus on turning your aspirations into reality. Regular check-ins are done to discuss any changes in your life and financial approach to ensure you stay on track towards your goals. The institution offers the latest investment insights, tips, and strategies to help you live your best financial life. Richard Eisman is registered to do business in various states. Remember that investing involves risk and past performance does not guarantee future results. It is recommended to consult legal and tax advisors before making any financial decisions. Merrill offers a range of services including brokerage, investment advisory, and financial planning. The institution aims to provide personalized investment strategies and comprehensive financial solutions to help you achieve your financial goals.

MetLife's Legacy Advisors, located at 2200 Northern Boulevard, Greenvale, New York, United States, is led by Mizanur M Rahman, MBA, M.S. (Finance), a seasoned Financial Services Executive and Advisor. Rahman takes a needs-based approach to financial planning, offering a four-step process of analyzing, recommending, implementing, and reviewing strategies to help clients achieve their goals and financial freedom. With over 25 years of experience in financial advisory, Rahman specializes in serving self-employed Medical Professionals, Business Owners in the IT Sector, and Pharmaceutical Industry. He is a member of prestigious organizations such as MDRT and NAIFA, receiving numerous awards for his outstanding client service and excellence in the field.

Merrill Lynch Financial Advisor Trevor VonKaenel is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Trevor VonKaenel offers a comprehensive approach to managing clients' financial assets by understanding their specific financial position, life stage, income level, risk tolerance, and family situation. He helps create a customized wealth management approach that can adapt to changing needs and market conditions. With access to the investment insights of Merrill and the banking convenience of Bank of America, clients can address various aspects of their financial life. Trevor VonKaenel focuses on providing excellent service to help clients define and achieve their financial goals. Additionally, he is actively involved in social activities in the communities he serves. Through Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals. Trevor VonKaenel's mission is to understand clients' needs and help them pursue their personal financial goals while managing investment risk. By offering proactive communication, personalized service, and staying informed about new investment opportunities, he aims to exceed client expectations. Whether clients have modest financial assets or significant wealth, Trevor VonKaenel's wealth management approach addresses various financial issues. By working closely with other professionals and continually revisiting clients' financial approach, he helps them stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, clients can benefit from a dedicated relationship with Merrill Lynch Wealth Management Advisors. Investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. Clients can learn more about these services and their differences by speaking with a Merrill financial advisor.

Investors Capital Corporation is a finance institution located at 1 Broadcast Plaza in Merrick, New York, United States. They offer a wide range of financial services to help individuals and businesses manage and grow their wealth. With a team of experienced professionals, Investors Capital Corporation provides personalized investment strategies and advice to help clients achieve their financial goals. Whether you are looking to invest in stocks, bonds, mutual funds, or other financial products, Investors Capital Corporation can help you make informed decisions and navigate the complexities of the financial market. Trustworthy and reliable, Investors Capital Corporation is committed to helping clients secure their financial future.

The MMC Group is a leading finance institution located at 1 Jericho Plaza in Jericho, New York, United States. With a strong reputation for excellence and expertise in financial services, The MMC Group offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From investment management to wealth planning, The MMC Group is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to personalized service, The MMC Group is a trusted partner for all your financial needs.

Merrill Lynch Financial Advisor Charles M Carson, located at 1325 Franklin Avenue in Garden City, New York, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by Forbes for their top wealth management teams and next-generation wealth advisors, the team at Merrill is dedicated to building strong client relationships based on trust and personalized service. Led by experienced individual Tom, who has over 15 years of industry experience and is a CERTIFIED FINANCIAL PLANNER™ certificant, the team offers a range of services including portfolio design, estate planning, and access to lending through Bank of America. With a focus on simplifying complex financial situations and aligning client objectives with their unique circumstances, the team at Merrill Lynch is committed to helping clients achieve their financial goals. By placing the investor at the center of their focus and understanding the individual needs and priorities of each client, Merrill Lynch Wealth Management offers tailored financial strategies designed to help clients pursue their goals and adapt over time. With access to investment insights, trust services, and lending solutions, the team at Merrill Lynch is dedicated to helping clients achieve what matters most to them.

Ohanna Capital is a financial institution located at 90 Merrick Avenue in East Meadow, New York. Specializing in ATM services and finance, Ohanna Capital provides convenient and reliable financial solutions for individuals and businesses in the area. With a commitment to customer satisfaction and professionalism, Ohanna Capital is a trusted partner for all your financial needs.

Merrill Lynch Financial Advisor Michael Rosenstein, located at 1325 Franklin Avenue in Garden City, New York, offers a sophisticated suite of financial strategies for successful professionals and wealthy families. The institution, known as The Russo Rosenstein Group, operates under the premise that clients' lives revolve around money, and aims to enhance and enrich their financial lives through personalized service and attention. With a focus on educating and coaching clients, the highly credentialed advisors at The Russo Rosenstein Group help clients prioritize their goals for themselves, their families, and their communities. The institution serves a diverse range of high-net-worth and ultra-high-net-worth clients, including senior-level corporate executives, business owners, and partners at law firms, among others. By taking a planning-based approach and offering tailored strategies, The Russo Rosenstein Group aims to help clients achieve their most significant goals for family, business, and philanthropy. The institution also provides assistance with business and personal financial needs, including plan design and implementation for business owners. With a commitment to multi-generational wealth management, The Russo Rosenstein Group ensures that clients receive ongoing support and guidance for a rewarding retirement lifestyle. The institution's vision is to provide superior wealth management by understanding clients' unique needs and offering high-caliber intelligence and insight. With a focus on building lasting advisory relationships and delivering a boutique level of service, The Russo Rosenstein Group aims to help clients leave memories, not just money, along their financial journey.

Jason Rogoff - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. With a focus on providing financial guidance to help clients reach their goals, Jason Rogoff - Thrivent is licensed in multiple states including AZ, CA, CT, DE, FL, GA, IA, IL, MA, MD, ME, NC, NJ, NY, PA, SC, TX, VA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Clients can rest assured that only appropriately appointed and licensed financial advisors and professionals provide insurance products, securities, and investment advisory services. For more information on professional designations and requirements, visit https://www.thrivent.com/designations.