Investment philosophy in New City, New York

Merrill Lynch Financial Advisor Bruce Huggins is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. With a focus on managing your wealth by understanding your full financial picture, Bruce Huggins can create personalized strategies to navigate changing market conditions. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, he can help you pursue your financial goals through personalized wealth management strategies. Bruce Huggins follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, he can help build and document a personalized plan centered on your goals. By focusing on what matters most to you - family, goals, and priorities - Bruce Huggins aims to help you achieve your financial aspirations.

Merrill Lynch Financial Advisor George D Bianco is a finance institution located at 114 West 47th Street, New York, New York, United States. Our team of talented and experienced financial advisors is dedicated to building strong relationships with our clients based on trust and personalized service. Supported by the global resources of Merrill, we work with you to understand your family, goals, and priorities, helping you design and implement a personalized plan to pursue your financial goals while managing investment risk. We believe in a client-centered approach, focusing on solutions that can turn your goals into reality. By utilizing the Investment Personality Assessment and other tools, we customize your financial approach to help you achieve what matters most to you. Our mission is to help you reach your goals through personalized investment strategies and comprehensive financial solutions. Contact us today to start your journey towards financial success.

Merrill Lynch Private Wealth Advisor Rachel Roberts, located at 225 Liberty Street in New York City, offers personalized financial services to a select number of clients. With a focus on trust and personalized attention, the team at Merrill Private Wealth Management provides expert advice to ultra-high-net-worth families to help them achieve their financial goals. The team, led by Vice President and Private Wealth Manager Kevin, is dedicated to creating customized strategies that reflect the unique priorities of each client, both now and for future generations. With a philosophy centered on collaboration and a goals-based approach to wealth management, Merrill Private Wealth Management offers a range of services typically reserved for large institutions. The team, consisting of experienced professionals who have spent their entire careers at Merrill, leverages the resources of a global financial institution to create strategies tailored to each client's aspirations.

Merrill Lynch Financial Advisor Mark F LaGratta is a trusted wealth management team located at 200 Park Avenue, New York, United States. With a focus on building strong client relationships based on trust and personalized service, the team is supported by the global resources of Merrill Lynch. Specializing in asset allocation, diversification, and rebalancing, the team helps clients pursue their goals and priorities, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment, the team customizes financial approaches to meet the individual needs and preferences of each client. With a focus on generational relationships, the team provides comprehensive wealth management advice and guidance, including retirement planning, estate planning, and investment strategies. The team regularly reviews and adjusts clients' portfolios to ensure they are aligned with their goals. With a commitment to quality advice and personalized service, the LaGratta Mannix Group has earned a reputation as trusted advisors, with clients often referring friends and family members.

Merrill Lynch Financial Advisor Stephen Perini is a trusted institution located at 114 West 47th Street in New York, United States. With a focus on finance, Merrill is proud of their advisors who have received recognition from industry publications and Bank of America Corporation for exemplary client service. Stephen Perini, as a Partner and Financial Advisor with the Branch-Zorda Wealth Management Group, believes in the philosophy that wealth management is about people, not portfolios. With over 15 years of experience, Stephen is committed to building strong client relationships based on trust and personalized service. He works with a diverse range of clients, from younger individuals and families to executives in publicly traded companies and Sports and Entertainment clients. Stephen's expertise lies in helping clients make informed decisions to achieve their financial goals, whether it's building wealth, planning for retirement, or passing along wealth to loved ones. By utilizing the global resources of Merrill, Stephen and his team provide tailored financial solutions to help clients pursue their goals and manage investment risk. With a personalized approach and a focus on understanding each client's unique needs, Stephen Perini and his team at Merrill Lynch are dedicated to helping clients achieve financial success.

At Merrill Lynch Financial Advisor Tomoe Odahara, located at 75 Rockefeller Plaza in New York, United States, we are proud to offer exemplary client service in the field of finance. Our team of advisors, including Tomoe Odahara, has been recognized by financial industry publications and Bank of America Corporation for their outstanding work. Tomoe Odahara has been named in Forbes' "Top Women Wealth Advisors Best-in-State” for multiple years, showcasing her expertise and dedication to her clients. Our practice is built on two core principles: prioritizing client comfort and distilling complex financial matters into simple, actionable steps.

Merrill Lynch Financial Advisor Deborah Kamer is a finance institution located at 6965 Yellowstone Boulevard in New York, United States. As Merrill advisors, they offer personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. Their team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They believe in managing your wealth by understanding your full financial picture and creating flexible strategies to navigate changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, they can help you pursue your goals through personalized wealth management strategies.

Merrill Lynch Financial Advisor John G Gottman is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, even as they change over time. By starting with a conversation, the advisors help you identify and prioritize your goals to create a customized financial approach. Drawing upon research in behavioral finance, Merrill uses the Investment Personality Assessment to understand your investing preferences and develop a personalized plan to help you achieve your goals. The advisors at Merrill Lynch work with you to manage, grow, and preserve your wealth while considering the impact it can have for years to come. With a focus on understanding your goals and priorities, the advisors help you design and implement a personalized plan to pursue financial goals and manage investment risk. By using tools like Merrill Personal Wealth Analysis™, the advisors can build a personalized plan centered on your goals. Regular check-ins and adjustments to your financial approach help you stay on track to achieve what's most important to you. Let Merrill Lynch Financial Advisor John G Gottman help you reach your financial goals through personalized investment strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor Michael J Mellody is a finance institution located at 200 Park Avenue in New York, United States. Our team is dedicated to building strong client relationships based on trust and personalized service. We craft tailored portfolios using rigorous investment research to help you achieve your financial goals. Our approach is simple, transparent, and aligned with what matters most to you. We offer a breadth of potential solutions, premier customer service, and financial tools tailored to your unique circumstances. With our Investment Personality Assessment, we can customize your financial approach to reflect your goals and priorities. Our goal is to help you navigate life's changes and stay on track to achieve what's most important to you. We offer personalized financial strategies, one-on-one collaboration, and comprehensive financial solutions to address your needs and pursue your goals. Let us work together to help you reach your financial goals and live your best financial life.

Merrill Lynch Financial Advisor Thomas E Sullivan is a distinguished finance institution located at 1325 Franklin Avenue in Garden City, New York, United States. The institution is known for its exemplary client service and has been recognized by Forbes for its top wealth management teams in high net worth categories. Thomas E Sullivan, a CERTIFIED FINANCIAL PLANNER™ certificant with over 15 years of industry experience, leads a team of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The team offers a range of services including portfolio design, stock strategies, estate planning, and lending solutions through Bank of America. As a Portfolio Manager, Thomas can help clients manage their investments on a discretionary basis. The institution's wealth management philosophy focuses on putting the investor at the center of their focus, tailoring financial strategies to individual goals and priorities. Clients benefit from personalized plans, access to investment insights from Merrill, and trust and fiduciary services from Bank of America Private Bank. The institution's approach to investing is grounded in understanding the client's unique needs and goals, ensuring that their financial approach evolves with their changing life circumstances. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients receive personalized plans and insights to help them achieve their financial goals. The institution also provides access to a Wealth Management Lending Officer from Bank of America, N.A. to assist with home lending needs. With a commitment to helping clients reach their goals and stay on track, Merrill Lynch Financial Advisor Thomas E Sullivan offers premier customer service, financial tools, and customized solutions to meet each client's individual needs.

Merrill Lynch Financial Advisor Ronald J. Marciano is a seasoned professional with over 30 years of experience in the financial services industry. Located at 1325 Franklin Avenue in Garden City, New York, United States, Ron specializes in serving high net worth individuals, retirees, and small business owners. As a Chartered Retirement Counselor™ professional and Sports & Entertainment-Accredited Wealth Management Advisor™ designee, he focuses on money management, equities, mutual funds, insurance, and fixed income. Ron's investment philosophy emphasizes capital preservation and long-term growth, tailored to each client's individual needs and goals. Ron's commitment to his clients is evident in his solid work ethic, conservative investment approach, and dedication to client service. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. Ron is actively involved in the community, volunteering with organizations such as the Garden City Scholarship Fund, Scouts, and youth sports teams.

Statera Wealth Solutions, located at 25 Carle Road in Westbury, New York, is a finance institution that is dedicated to empowering clients towards optimal Financial Balance®. By changing the conversation about personal finance, Statera Wealth Solutions brings clarity and honesty to the table. Their unique approach focuses on a macro-economic philosophy that provides a holistic view of your entire financial landscape, making it easier to have authentic conversations about financial strategies. Unlike traditional financial institutions, Statera Wealth Solutions offers a personalized financial model built exclusively for each client. By eliminating opinion, bias, and hype, clients gain a different perspective on their financial path. The institution focuses on the four critical areas of financial importance: Protection, Assets, Liabilities, and Cash Flow, setting them apart from mass prescribed financial guidance.

Merrill Lynch Financial Advisor Christopher J Scott is a finance institution located at 6245 Sheridan Drive, Williamsville, New York, United States. The Scott Klein Gates Gandolfo Group believes in teamwork and involvement to deliver top-notch financial advice and guidance. As Merrill Lynch Wealth Management financial advisors, they offer personalized advice based on your goals and priorities. Their wealth management philosophy focuses on you as the investor, not just the market. With access to global investment capabilities and banking solutions from Bank of America, they work with you to develop a financial approach tailored to your needs. The team is dedicated to helping you pursue your goals and achieve financial success. Recognized by Forbes for their exemplary client service, the advisors at Merrill Lynch Financial Advisor Christopher J Scott are committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Blake D. Dougherty is located at 6245 Sheridan Drive, Suite 300, Williamsville, New York, United States. This finance institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong client relationships based on trust and personalized service. The advisors at Merrill Lynch focus on understanding the client's family, goals, and priorities, adapting to their changing needs over time. With access to the global resources of Merrill and Bank of America, the team helps clients design and implement personalized financial plans to pursue their goals while managing investment risk. Through conversations and the Investment Personality Assessment, Merrill Lynch gets to know clients on a personal level to customize financial approaches that align with their aspirations. The institution offers services such as Merrill Personal Wealth Analysis™ to document personalized plans centered on the client's goals. By regularly checking in with clients to discuss changes in their lives and financial markets, Merrill Lynch aims to help clients stay on track to achieve their most important goals. The team at Merrill Lynch is committed to providing the latest investment insights, tips, and strategies to help clients live their best financial lives. With certifications from organizations such as the CFP Board and the Investments & Wealth Institute, Merrill Lynch advisors offer expertise and guidance to help clients navigate the complexities of their financial lives.

Merrill Lynch Financial Advisor Erick L Richardson, located at 449 New York 146, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. Get timely insights on market trends and global economy to help you make informed decisions. The SiRiCa Group, led by Todd Silaika, CFP®, CPWA® CAIA, specializes in helping clients redefine retirement and use their wealth to support new endeavors. The team focuses on retirement wealth strategies, offering expertise in corporate benefit plans and retirement income tax laws. With a risk-based investment philosophy, the team aims to generate reliable income and help clients make their wealth last. By creating strategic allocation of investment assets and selecting appropriate investments, they assist clients in pre-retirement planning, tax minimization strategies, and wealth transfer. Utilizing Merrill's advanced technology and Bank of America's banking convenience, clients have access to a wide range of products and services. The team emphasizes sustainable cash flow over chasing indexes or markets, using fixed-income securities, bond ladders, stocks, and alternative investments to build portfolios. With relationships across Merrill Lynch Wealth Management, clients receive tailored support from specialists to meet their individual needs. By connecting life and finances, Merrill advisors help clients make informed decisions as they pursue their financial goals. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a broad range of brokerage, investment advisory, and other services to help clients build a secure financial future.

Avenue Enterprises is a leading institution located in the bustling city of New York, United States. With a focus on innovation and excellence, Avenue Enterprises offers a wide range of services to meet the needs of businesses and individuals alike. From consulting and advisory services to training and development programs, Avenue Enterprises is committed to helping clients achieve their goals and reach new heights of success. With a team of experienced professionals and a dedication to customer satisfaction, Avenue Enterprises is the premier choice for all your business needs.

Welcome to Salvatore Lotardo Dentistry Located at 54 Commerce Drive, Riverhead, New York, Salvatore Lotardo Dentistry is dedicated to providing exceptional dental care to the communities of Riverhead, Roslyn, and Nesconset, NY. Led by the esteemed Dr. Sal Lotardo, our practice combines over 20 years of experience with a passion for innovation and patient-centered care.

Welcome to Eno Roofing, your trusted partner for high-quality roofing solutions in New York. Conveniently located at 805 Avenue O, Brooklyn, NY 11230, we proudly serve not only Brooklyn but also the surrounding areas of Staten Island, Queens, Bronx, Manhattan, Albany, and Long Island. As a leading roofing contractor, Eno Roofing is dedicated to transforming and protecting your property with exceptional roofing services that stand the test of time. At Eno Roofing, we understand the importance of reliability and quality in roofing projects. Our mission is to eliminate the horror stories of inadequate or unfinished roofs by setting new industry standards. We achieve this by using the highest quality materials and methods available, ensuring that your property is safeguarded from start to finish with prompt, dependable, and durable services.

Welcome to the Lackawanna Development Department! Located at 714 Ridge Road, Lackawanna, New York 14218, we serve as the local government office dedicated to fostering economic growth and community development within the City of Lackawanna. Our department is committed to revitalizing the city and enhancing the quality of life for our residents through strategic planning, collaboration, and sustainable development initiatives. We are thrilled to announce several exciting projects that highlight our commitment to economic development and community enhancement. Recently, the City of Lackawanna has partnered with Empire Building Diagnostics (EBD) and IT FITZ Concrete to transform over 4.7 acres of long-vacant industrial property on Alliance Drive in the First Ward. These projects are set to create new jobs and stimulate economic activity in the area. EBD will expand its operations, adding 20-30 new jobs, while IT FITZ Concrete plans to build a new office and warehouse facility.

Welcome to Hoffman Elizabeth A, your trusted legal partner located at 2700 Bellevue Avenue, Syracuse, New York. Established in 2007, our firm was founded by experienced attorneys previously trained at prestigious litigation law firms in New York. We are dedicated to delivering the comprehensive services of a big firm while maintaining the personalized responsiveness and accessibility of a small firm. At Hoffman Elizabeth A, we pride ourselves on efficiently resolving and adjudicating claims. Our cases are often concluded within the initial recommendations provided, ensuring that legal fees remain proportionate to the complexities involved and aligned with the proposed legal budget.

Welcome to Monarch Wealth Management, LLC, your trusted partner in financial planning and investment management, located at 8340 Main Street, Williamsville, New York. We believe that a plan is only as good as the actions it inspires. Our mission is to transform your financial goals into reality through a dynamic and adaptive investment strategy tailored to your unique needs. At Monarch Wealth Management, our investment philosophy is designed to evolve with you. We employ a proprietary process for investment selection and due diligence, ensuring that your portfolio is robust and responsive to changing market conditions. Through ongoing investment rebalancing, analysis, oversight, and tax-loss harvesting, we handle all trading, rebalancing, and stock sales, so you can focus on what matters most to you.

Welcome to Dale Capital Group, your trusted financial partner located at 14 Pine Glen Drive, Blauvelt, New York 10913. As a certified Minority and Women-Owned Business Enterprise (MWBE) specializing in the telecom industry, we are committed to providing innovative, creative funding solutions tailored to the unique needs of small to medium-sized businesses. At Dale Capital, we understand the challenges that come with growth, acquisition, and everyday operational needs. Whether it’s managing payroll, mobilization, or satisfying supplier demands, traditional financing sources often fall short of providing the flexibility required by a growing company. That’s where we step in. Our mission is to listen to your story, understand your needs, and offer financing solutions that align with your long-term potential.

Welcome to Brooklyn Financial Group (BFG), your trusted insurance agency located at 300 Penn Street, Brooklyn, New York 11211. At BFG, we believe that financial strategy and performance freedom begin with us. Our mission is to foster greatness through guidance, empowering thousands of families with the protection and knowledge they need to thrive. For decades, BFG has been a cornerstone in the New York Tristate Region, nurturing some of the finest talent in the financial services sector. Whether you're looking to start or advance your financial career, BFG offers the tools, support, and insights you need to succeed. Our associates have access to a broad range of financial products, enabling them to build lasting legacies for themselves and their clients.

Welcome to Strata Capital, your trusted partner in navigating the complexities of financial planning and wealth management. Conveniently located at 91 East Main Street, Bay Shore, New York, Strata Capital is dedicated to providing you with the financial direction you need to live your best life. Our philosophy is centered around achieving balance—between work and family, between caring for others and yourself, and between your present lifestyle and future aspirations. At Strata Capital, we understand that your time is valuable, and you need a reliable partner to help you protect and grow your hard-earned assets. Our team of experienced wealth managers and financial planners is committed to helping you make informed decisions today that will positively impact your future. We strive to simplify the often daunting and complex world of financial decisions, offering you the tools, resources, and information you need to make confident choices.

Welcome to Merrill Lynch Financial Advisor Michael Gray, located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor, Michael Gray offers a comprehensive suite of investment solutions through Merrill and banking products from Bank of America. Our mission is to build and preserve wealth for our clients by understanding their unique financial goals and providing personalized, high-quality investment advice. At Merrill Lynch, we focus on creating tailored financial strategies that align with your risk tolerance, time horizon, and liquidity needs. By leveraging our deep knowledge and experience, we aim to help you navigate the complexities of the financial markets and make informed decisions that can shape a prosperous future for you and your family.

Welcome to WNY Metro Roberts Realty, your trusted partner in the Lockport, New York real estate market. Located at 21 Main Street, our agency is deeply rooted in a philosophy that success stems from collaboration, integrity, and the empowerment of each team member. We pride ourselves on creating a supportive, family-like environment where every agent and client is valued. Our team, led by the esteemed Jim Roberts, is committed to providing exceptional service and guidance throughout your real estate journey. Whether you're buying your first home or seeking a new investment opportunity, our experienced agents like Karen Tunis, Sheila Lombardo, and Jenna are dedicated to finding the perfect property for you. Their expertise and commitment ensure a smooth, stress-free experience, even in competitive markets.

Welcome to Meridian Homes LI: Your Trusted Real Estate Partner Located at 2410 North Ocean Avenue, Suite 302, in Farmingville, New York, Meridian Homes LI is your local boutique real estate agency dedicated to providing personalized service to each and every client. Our team of experienced agents understands that real estate transactions are more than just buying or selling properties—they're about finding or passing on a cherished home.