The 30 Best Investment management firms in Kings Park, New York

Merrill Lynch Financial Advisor Adam G Wood is a finance institution located at 50 New York 111, Smithtown, New York, United States. Adam is an estate planning attorney turned financial advisor, with a background in running a successful law firm for nearly ten years. He specializes in guiding affluent entrepreneurs, business founders, and executives through key financial decisions, leveraging his knowledge and the resources of Merrill and Bank of America. Adam focuses on creating personalized wealth planning strategies to help clients achieve their goals for financial, business, philanthropy, and intergenerational wealth. He is dedicated to removing clients' emotional burdens and helping them follow a mutually agreed-upon strategy. Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor's degree from University of Scranton. He is also actively involved in his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, live in Kings Park, New York, with their two daughters and a son. At Merrill Lynch Wealth Management, the focus is on building and documenting personalized plans centered on clients' goals and priorities. The institution believes in a values-based approach to financial planning and aims to help clients achieve emotional fulfillment and lasting financial stability. By managing clients' decisions around money, rather than just their money, the institution seeks to unlock multiples of value for clients. Adam Wood is registered to do business in several states including CA, CT, FL, MA, NJ, NY, OH, PR, and TN. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.

John Samaritano CPA PC is a trusted accounting and finance institution located at 277 Indian Head Road in Kings Park, New York, United States. With a strong reputation for providing top-notch financial services, John Samaritano CPA PC is dedicated to helping individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of experienced professionals is here to assist you every step of the way. Trust John Samaritano CPA PC for all your accounting and finance needs.

Marino & Berner is a trusted accounting and finance institution located at 55 1st Avenue in Kings Park, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the United States. Whether you need help with tax preparation, financial planning, or investment management, Marino & Berner is dedicated to providing personalized solutions to meet your needs. Trust in their expertise and commitment to excellence for all your financial needs.