Investment options analysis in New York City, New York

Merrill Lynch Financial Advisor Clayton Cohen, located at 75 Rockefeller Plaza in New York, is dedicated to helping you manage your wealth through personalized strategies tailored to your financial goals. With access to the investment insights of Merrill Lynch and the banking solutions of Bank of America, Clayton Cohen can assist you in navigating today's changing market conditions. By participating in community service and volunteering, Clayton Cohen embodies the Merrill tradition of serving the communities we work in. Through the Merrill Personal Wealth Analysis™, Clayton Cohen can develop a personalized plan centered on your aspirations and priorities. By understanding your investment personality and goals, Clayton Cohen can customize a financial approach to help you pursue what matters most to you. Whether you are planning for retirement, saving for a home, or considering passing on your wealth to future generations, Clayton Cohen can work with you to create a plan to manage, grow, and preserve your wealth.

Octavian Capital Partners LLC is a finance institution located at 100 Wall Street in the heart of New York City, United States. Specializing in investment management, Octavian Capital Partners LLC offers a range of financial services to help clients achieve their financial goals. With a team of experienced professionals, the institution provides personalized investment strategies and expert advice to clients seeking to grow and protect their wealth. Whether you are a seasoned investor or just starting out, Octavian Capital Partners LLC is dedicated to helping you navigate the complex world of finance with confidence.

Diversified Financial Solutions is a comprehensive financial services firm located at 1355 North Ocean Avenue in Medford, New York. Our institution offers a wide range of services including finance, health, and insurance solutions to meet the diverse needs of our clients. With a team of experienced professionals, we are dedicated to providing personalized and tailored services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, health insurance options, or risk management solutions, Diversified Financial Solutions is here to help you navigate the complex world of finance and insurance. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.

GreenMax Capital Advisors is a leading financial institution located at 94 9th Street in New York, United States. Specializing in sustainable and environmentally-friendly investments, GreenMax provides expert advice and guidance to clients looking to align their financial goals with their values. With a team of experienced professionals and a commitment to promoting green initiatives, GreenMax Capital Advisors is dedicated to helping clients make socially responsible investment choices that benefit both their portfolios and the planet.

Donofrio Inc. is a reputable accounting and finance institution located at 8519 4th Avenue in New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses alike. Our commitment to excellence and personalized approach sets us apart from the competition, making us a trusted partner for all your financial needs. Whether you require tax preparation, bookkeeping, or investment advice, Donofrio Inc. is here to help you achieve your financial goals. Visit us today to see how we can assist you in managing your finances effectively.

Merrill Lynch Financial Advisor Kevin B. Busch, located at 114 West 47th Street in New York, New York, offers insights, observations, and ideas to help individuals pursue their financial goals. With Merrill Personal Wealth Analysis®, a personalized plan can be built and documented based on individual goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships and providing personalized service. Kevin Busch is registered to do business in several states and holds the Chartered Retirement Planning Counselor™ certification. The institution focuses on understanding each client personally and designing a financial approach that reflects their unique needs and priorities. By staying informed on the latest investment insights and strategies, clients can work towards achieving their financial goals. The institution emphasizes the importance of ongoing communication and adjustments to financial approaches as life and goals change. With access to the resources of Merrill and Bank of America, clients can receive comprehensive financial solutions tailored to their needs.

The Compass Group - Morgan Stanley is a prestigious financial institution located at 1 Pennsylvania Plaza in New York City. As a part of the renowned Morgan Stanley brand, they offer a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, The Compass Group - Morgan Stanley is dedicated to providing top-notch financial solutions to their clients. Their prime location in the heart of New York City's financial district makes them a convenient and trusted choice for all your financial needs.

Merrill Lynch Financial Advisor Lee R Nesser is a finance institution located at 114 West 47th Street, New York, New York, United States. The mission of the institution is to unlock the confidence, simplicity, and security that wealth is meant to provide. The institution serves clients from diverse backgrounds and professions, all connected by the common goal of better planning for their families. The Nesser | Sheft Group offers personalized financial and wealth management plans designed to preserve and grow the wealth of their clients. Recognized as "Best-in-State Wealth Advisors" by Forbes in 2021 and 2022, the group is supported by the global resources of Merrill and Bank of America. The advisors at Merrill Lynch are committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, clients can create a customized financial plan centered on their goals. The advisors work to help clients stay on track towards achieving their goals, adjusting their approach as needed. By getting to know clients personally and understanding their priorities, the advisors can offer a financial approach tailored to their unique needs. The institution offers a range of services, including investment advisory, financial planning, and other financial solutions. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Lee R Nesser aims to help clients live their best financial lives.

Truision Inc. is a leading financial institution located at 1821 East 26th Street in New York, United States. Specializing in a wide range of financial services, Truision Inc. is dedicated to providing expert advice and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Truision Inc. is a trusted partner for all your financial needs. Contact us today to learn more about how we can help you secure a brighter financial future.

Charles Schwab is a renowned financial institution located at 72-19 Austin Street in New York, United States. Known for its exceptional financial services and investment opportunities, Charles Schwab offers a wide range of services including wealth management, retirement planning, trading, and banking. With a reputation for reliability and expertise in the finance industry, Charles Schwab is a trusted partner for individuals and businesses looking to achieve their financial goals.

Omni Corp is a leading finance institution located at 115-32 172nd Street in New York, United States. With a focus on providing top-notch financial services, Omni Corp offers a wide range of solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced team at Omni Corp is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure a brighter financial future.

Merrill Lynch Financial Advisor Julio C. Franco is located at 75 Rockefeller Plaza in New York, New York, United States. Julio is a Senior Vice President and an International Wealth Advisor with over 30 years of industry experience. He is a qualified Portfolio Manager who can help clients pursue their financial objectives by building and managing personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Julio focuses on transactional based clients, particularly in active trading strategies in equities, options, fixed income, and foreign currencies. He also manages a proprietary Global Thematic Equity portfolio and various Merrill model portfolios. Julio holds industry designations such as CFA®, FRM®, and CAIA®, and is a member of various financial associations. He has a Master of Science in Financial Risk Management and a BA in Economics and Finance. Fluent in Spanish, Julio resides in Greenwich, Connecticut. Merrill Personal Wealth Analysis™ is offered to help clients build a personalized financial plan centered on their goals and priorities. As a Merrill Lynch Wealth Management Advisor, Julio focuses on understanding each client's unique needs and provides personalized investment strategies and comprehensive financial solutions. Working with Julio means having access to the investment insights of Merrill and the banking solutions of Bank of America. He believes in placing the investor at the center of the planning process and aims to help clients navigate through financial transitions and decisions. By regularly reviewing and adjusting financial approaches, Julio helps clients stay on track to achieve their goals. Whether planning for retirement, saving for a home, or funding education, Julio works with clients to develop a customized approach that addresses their financial needs. With a focus on getting to know each client personally, Julio creates a financial strategy that reflects their personality and priorities. The ultimate goal is to help clients achieve their financial goals and live their best financial life.

Imperial Financial Alliance is a prestigious financial institution located at 136-18 39th Avenue in New York, United States. As a leading player in the finance industry, we offer a wide range of financial services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help our clients achieve their financial goals. Whether you are looking to invest, save for the future, or secure a loan, Imperial Financial Alliance is here to help you every step of the way. Trust us to be your partner in financial success.

Merrill Lynch Financial Advisor Zachary N Howland, located at 75 Rockefeller Plaza in New York, is dedicated to understanding your values and helping you achieve your financial goals. Zachary N. Howland, CPWA®, CFP®, focuses on providing excellent service and timely financial advice to a select group of families across the country, including senior corporate executives, healthcare professionals, business owners, and professional athletes. With a team of talented individuals committed to building strong client relationships based on trust and personalized service, Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on your goals. By getting to know you personally and understanding your aspirations, Zachary can help you design and implement a personalized plan intended to help you pursue your financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Zachary can work with you to develop an approach designed to address your financial needs. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Zachary N Howland is committed to helping you achieve your goals.

DAVID SHIN, CPA PC is an accounting and finance institution located at 218-14 Northern Boulevard, New York, United States. Our catchphrase is "We become partners with business owners and taxpayers." We provide a wide range of services from basic accounting and tax work to seminars on overseas financial accounts. Our goal is to provide each and every customer with the best insurance products and services for a stable and prosperous life. We offer two types of financial aid for education: Need-based Aid determined by parents' income and Merit-Aid based on students' grades or skills. Our services include corporate/personal tax reporting, business consulting, tax audit agent services, Certified QuickBooks User, college financial aid, and financial/investment advice. We serve our customers like family, considering their success as our own and striving to provide the best service possible.

Advantage Business Consulting LLC is a leading insurance agency located at 229-14 Linden Boulevard in New York, United States. With a team of experienced professionals, we provide personalized insurance solutions to meet the unique needs of our clients. From commercial to personal insurance, we offer a wide range of coverage options to protect your assets and investments. Trust Advantage Business Consulting LLC to provide expert guidance and support in navigating the complex world of insurance.

June Woo is a reputable finance institution located at 25715 Union Turnpike in New York, United States. With a strong focus on providing top-notch financial services, June Woo is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, June Woo's team of experts is here to help. Trust June Woo to provide you with the personalized and professional financial guidance you need to secure your financial future.

Premier Wealth Advisors, LLC is a finance institution located at 626 RXR Plaza in Uniondale, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer personalized wealth management services, investment strategies, and financial planning to individuals, families, and businesses. At Premier Wealth Advisors, LLC, we strive to provide expert guidance and support to help our clients build and protect their wealth. Contact us today to schedule a consultation and start planning for a brighter financial future.

Robin S Weingast & Associates Inc is a finance institution located at 100 Quentin Roosevelt Boulevard in Garden City, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, and wealth management. Their personalized approach ensures that each client receives tailored solutions to meet their unique financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Robin S Weingast & Associates Inc can provide expert guidance and support every step of the way.

Michael Sussman - Raymond James is a finance institution located at 1225 Franklin Avenue in Garden City, New York, United States. Specializing in investment services, this institution offers a wide range of financial solutions to help clients achieve their goals. With a team of experienced professionals, Michael Sussman - Raymond James provides personalized advice and guidance to help individuals and businesses make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, this institution is dedicated to helping you succeed.

Blank Equity Management LLC is a finance institution located at 14 Vanderventer Avenue in Port Washington, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are an individual investor or a corporate entity, we offer personalized investment solutions tailored to meet your specific needs and goals. Trust Blank Equity Management LLC to help you navigate the complexities of the financial market and achieve success in your investment endeavors.

Cornerstone Professional Advisors is a leading finance institution located at 9 Endo Boulevard in Garden City, New York. Specializing in providing expert financial advice and services, our team of professional advisors is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and strategic planning, we are committed to providing top-notch financial guidance to individuals and businesses alike. Whether you are looking to invest, plan for retirement, or manage your assets, Cornerstone Professional Advisors is here to help you navigate the complexities of the financial world. Visit us today to learn more about how we can assist you in securing your financial future.

Quin Ciuffetelli - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, United States, is a finance institution offering a range of specialized certifications and designations to ensure high-quality financial planning services. The advisors at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. Additionally, they offer specialized services for seniors, divorce financial analysis, estate planning, exit planning, and more. With a team of highly qualified professionals, Quin Ciuffetelli - Private Wealth Advisor is dedicated to providing comprehensive and personalized financial planning services to meet the unique needs of their clients.

Everbright Solutions is a leading financial institution located at 1400 Old Country Road in Westbury, New York. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you need assistance with investments, retirement planning, or wealth management, Everbright Solutions is here to help. Contact us today to learn more about how we can help you secure your financial future.

Geneva Capital Management is a finance institution located at 101 Commercial Street in Plainview, New York, United States. We specialize in providing expert financial management services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through strategic investment planning, risk management, and wealth preservation. With a focus on personalized service and tailored solutions, Geneva Capital Management is committed to delivering excellence in financial management. Contact us today to learn more about how we can help you secure your financial future.

Chrysalis Management LLC is a finance institution located at 135 Crossways Park Drive in Woodbury, New York. With a focus on providing expert financial management services, Chrysalis Management LLC helps clients navigate the complexities of the financial world and achieve their goals. Whether you are looking for investment advice, wealth management, or retirement planning, the experienced team at Chrysalis Management LLC is dedicated to helping you secure a stable financial future.

Kingsview Partners Lindenhurst Office is a leading finance institution located at 138 South 1st Street in Lindenhurst, New York. Our team of experienced professionals is dedicated to providing expert financial advice and services to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our team is here to help. Visit us today to learn more about how Kingsview Partners can help you secure your financial future.

Aegis Capital Corporation is a finance institution located at 1305 Walt Whitman Road in Melville, New York, United States. They offer a wide range of financial services including investment banking, wealth management, and institutional sales and trading. With a team of experienced professionals, Aegis Capital Corporation provides personalized financial solutions to help clients achieve their financial goals.

Tantillo Wealth Management is a leading finance and insurance agency located at 555 Broadhollow Road in Melville, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to invest for the future, protect your assets, or plan for retirement, Tantillo Wealth Management is here to provide expert guidance and support. Contact us today to learn more about our comprehensive financial services.

Commercial Consulting Innovations is a leading finance and real estate agency located at 57 West Main Street in Babylon, New York. Our team of expert consultants offers innovative solutions to help businesses and individuals navigate the complex world of commercial real estate. With a focus on personalized service and tailored strategies, we strive to help our clients achieve their financial goals and maximize their investments. Whether you are looking to buy, sell, lease, or invest in commercial property, Commercial Consulting Innovations is here to guide you every step of the way. Contact us today to learn more about how we can help you succeed in the world of commercial real estate.