TOP 30 Investment and wealth advisory in Great Neck, New York

19 results found

Premier Wealth Planning is a leading finance institution located at 107 Northern Boulevard in the bustling city of Great Neck, New York. Our dedicated team of financial experts are committed to helping our clients achieve their financial goals and secure their future wealth. With a personalized approach to financial planning, we offer a wide range of services including investment management, retirement planning, estate planning, and more. Trust Premier Wealth Planning to provide you with the guidance and expertise needed to make informed decisions and build a strong financial foundation.

Old Bridge Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 111 Great Neck Road, Great Neck, New York, United States. As the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023, we offer thoughtful advice and guidance to our clients throughout their financial lives. With 60 years of combined experience, our founding advisors pride themselves on being the “family” financial advisor, serving multiple generations within a family. We create personalized financial strategies that resonate with the varied aspirations of each family member, emphasizing financial literacy and empowering informed decision-making. Our mission is to walk side by side with our clients through the many stages of life, creating a bridge to connect their vision to reality. We are grateful for the trust and confidence our clients have placed in us, allowing “our Family to Serve Yours”. Contact us for a complimentary initial consultation to discuss your financial goals and aspirations. We look forward to helping you achieve financial wellness for your entire family.

InventWealth Tax Advisors is a leading accounting and finance institution located at 45 Middle Neck Road in Great Neck, New York. Our team of experienced professionals specializes in providing expert tax advice and financial planning services to individuals and businesses. Whether you need help with tax preparation, estate planning, or investment strategies, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Linden Capital Group is a finance institution located at 3 Grace Avenue in Great Neck, New York, United States. With a focus on providing top-quality financial services and investment opportunities, Linden Capital Group is dedicated to helping clients achieve their financial goals. Our team of experienced professionals is committed to delivering personalized solutions and expert advice to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for the future, or secure your financial stability, Linden Capital Group is here to support you every step of the way.

Merrill Lynch Financial Advisor Nils Bosch, located at 805 Northern Boulevard, Great Neck, New York, United States, is a finance institution supported by the global resources of Merrill. The team is composed of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As a Wealth Management Client Associate and Resident Director Assistant, Nils Bosch focuses on understanding your family, goals, and priorities, adapting to changes over time. The institution offers a personalized approach to financial planning, starting with a conversation to identify and prioritize your goals. By utilizing the Investment Personality Assessment, they aim to refine your investing preferences and develop a customized financial approach tailored to your needs. The Bresnahan Bosch Group at Merrill Lynch Wealth Management provides a holistic approach to wealth management, working closely with other trusted advisors to address various financial aspects. Through the Merrill Personal Wealth Analysis™, they create a personalized plan centered on your goals. The institution emphasizes the importance of regular check-ins to discuss changes in your life and financial approach, ensuring you stay on track to achieve your objectives. With a focus on building a one-on-one relationship, Merrill Lynch Financial Advisor Nils Bosch helps you navigate the complexities of your financial life and pursue your goals.

Merrill Lynch Financial Advisor Amanda Barclay, located at 805 Northern Boulevard, Great Neck, New York, is a distinguished financial institution that prides itself on providing exemplary client service. Amanda Barclay, a Senior Financial Advisor and Senior Vice President, leads the Barclay Group in guiding multigenerational families and Corporate Executives through specialized wealth advisory services. The institution offers personalized wealth management, executive compensation structuring, succession planning, trusts, foundations, insurance, and alternative investments. Amanda Barclay is a recognized leader in the financial industry, having been named in Forbes' "Top Women Wealth Advisors Best-in-State” 2024. With a career that began in 1999, Amanda is committed to empowering clients to feel confident, connected, and in control of their financial futures. She volunteers in her community to empower women with confidence and success, supporting science, medical services, and underserved women.

Stone Hill Fiduciary Management, LLC is a finance institution located at 1010 Northern Boulevard in Great Neck, New York, United States. As a fiduciary management firm, we specialize in providing personalized financial services to our clients, including investment management, wealth planning, and estate management. Our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and expert advice. Trust Stone Hill Fiduciary Management, LLC to provide you with the guidance and support you need to secure your financial future.

Merrill Lynch Financial Advisor Jacqueline S Knoll, located at 805 Northern Boulevard, Great Neck, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed on market trends and global economy updates to stay on track with your financial goals. By understanding your financial needs, a personalized wealth management strategy can be created to adapt to changing market conditions. With access to the investment insights of Merrill and the banking convenience of Bank of America, you can make informed decisions as you pursue your goals. Beyond traditional advising, Merrill provides a comprehensive range of financial services to help you build a secure financial future for yourself and your family. Consult with a Merrill financial advisor to understand the differences between brokerage and investment advisory services and determine the best approach for your financial needs. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., while insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency. With a focus on personalized financial strategies and access to a wide range of financial products, Merrill Lynch Financial Advisor Jacqueline S Knoll is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Keith McCormack, located at 805 Northern Boulevard, Great Neck, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed with market insights and global economic updates to help you navigate your financial goals. By understanding your unique financial situation, Keith McCormack can create a personalized wealth management strategy tailored to your needs. With access to the investing insights of Merrill and the banking capabilities of Bank of America, you can make informed decisions as you pursue your financial objectives. Beyond traditional advising, Merrill offers a comprehensive range of brokerage, investment advisory, and financial planning services. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., ensuring a holistic approach to managing your wealth. Contact Merrill Lynch Financial Advisor Keith McCormack to bring new perspectives to your financial life and work towards building a secure future for yourself and your family.

Merrill Lynch Financial Advisor Camillo D'Angelo, located at 805 Northern Boulevard, Great Neck, New York, offers personalized wealth management strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Camillo D'Angelo can help you navigate the ever-changing market conditions and create a flexible financial strategy. As a part of the Merrill tradition of community involvement, Camillo volunteers with local organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis, a personalized plan can be developed centered on your aspirations and focused on achieving your desired outcomes. With a focus on understanding your priorities, family, and goals, Camillo D'Angelo works to create a financial approach that reflects your unique needs and situation. By utilizing the Investment Personality Assessment and ongoing conversations, Camillo can help you make informed investment decisions and adjust your financial approach as your life evolves. The goal is to help you manage, grow, and preserve your wealth while pursuing your financial objectives.

Merrill Lynch Financial Advisor Victoria Z Smallberg is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Victoria Smallberg, along with her partner Sharon Zeleznik, offers a comprehensive approach to managing wealth by listening to clients' needs and helping them achieve their financial goals. With access to the investment insights of Bank of America, they address various aspects of clients' financial lives. The team is committed to building strong client relationships based on trust and personalized service. They offer personalized wealth management strategies and financial planning to help clients pursue their goals without unnecessary investment risk. By understanding clients' priorities and aspirations, they design customized financial approaches to help turn goals into reality. The team at Merrill Lynch Wealth Management focuses on understanding clients' families, goals, and priorities, and helps them stay on track to achieve what matters most to them. They provide personalized investment strategies and comprehensive financial solutions to address clients' needs and pursue their goals. The institution offers investment insights, tips, and strategies to help clients live their best financial lives. Victoria Smallberg is registered to do business in multiple states and is dedicated to helping clients navigate the complexities of their financial lives. Investing involves risk, and it is essential to consult legal and tax advisors before making any financial decisions. Merrill Lynch does not provide legal, tax, or accounting advice, and clients should carefully consider the differences between brokerage and investment advisory services when selecting financial services. For more information about the services offered, clients can speak with their Merrill financial advisor.

Merrill Lynch Financial Advisor Kevin Condon, located at 805 Northern Boulevard in Great Neck, New York, is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. With a background in finance and experience at top financial institutions, Kevin provides personalized wealth management guidance and tailored financial strategies for affluent individuals, families, and businesses. He focuses on risk management and asset diversification to help clients preserve and grow their assets. Kevin holds a Bachelor of Science from Mount St. Mary’s University and is a CFA Charterholder. His team, FCMH Wealth Management & Associates, offers comprehensive financial solutions including cash and lending options, wealth structuring, and tax efficient portfolio management. Kevin's approach is centered on understanding each client's unique goals and priorities, and designing a personalized plan to help them achieve financial success. Whether planning for retirement, education expenses, or wealth transfer, Kevin works with clients to develop a customized investment approach that reflects their personality and life priorities. As a Merrill Lynch Wealth Management Advisor, Kevin is dedicated to helping clients navigate the complexities of their financial lives and pursue their goals.

Merrill Lynch Financial Advisor Alexandra Maksimow is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. FCMH Wealth Management & Associates, where Alexandra Maksimow works, has earned a reputation for providing exceptional wealth management services, especially during critical moments in clients' financial lives. The institution serves a diverse clientele from various backgrounds and industries, helping them navigate important financial decisions and plan for the future. With a focus on anticipating and addressing clients' needs, the team at FCMH Wealth Management & Associates offers a comprehensive range of services, including investment management, financial planning, estate planning, and more. Clients can expect a proactive, transparent, and professional approach from their advisors, who strive to build long-lasting relationships based on care, consideration, and understanding.

Merrill Lynch Financial Advisor Judith Ringel is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. 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. The financial advisors at Merrill Lynch focus on your family, goals, and priorities, adapting as they change over time. By working closely with you to identify and define your goals, they create a financial strategy that reflects your investment style and life plan. Using the Investment Personality Assessment, the team at Merrill aims to understand you better as an investor and customize a financial approach that aligns with your goals and priorities. With the Merrill Personal Wealth Analysis™, they can document a personalized plan centered on your goals and what you want to achieve. As your life and goals evolve, the team is dedicated to helping you stay on track and make adjustments to your financial approach as needed.

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.

Old Mill Partners is a trusted financial institution located at 260 Middle Neck Road in Great Neck, New York. With a commitment to providing tailored financial solutions to meet the needs of their clients, Old Mill Partners offers a range of services including investment management, financial planning, and wealth management. Their team of experienced professionals work closely with clients to develop personalized strategies to help them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Old Mill Partners is dedicated to helping you secure a solid financial future.

The Bank of America Financial Center at 10 Middle Neck Road in Great Neck, New York is a leading financial institution offering a wide range of banking and finance services. From personal banking to wealth management, this branch provides expert advice and convenient solutions to help customers achieve their financial goals. With a strong presence in the community, the Bank of America Financial Center is committed to providing top-notch service and innovative financial products to meet the needs of individuals and businesses alike. Visit us today to experience the difference of banking with Bank of America.

Tycoon Capital Group is a prestigious finance institution located in the heart of Great Neck, New York. With a prime address at 134 Middle Neck Road, this institution is known for its expertise in wealth management, investment strategies, and financial planning. The team at Tycoon Capital Group is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are a seasoned investor or just starting out, Tycoon Capital Group is committed to providing top-notch financial services tailored to your individual needs. Trust in Tycoon Capital Group to guide you towards financial success and prosperity.