The 30 Best Investment philosophy in New York

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 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.

The Duke Company, located at 299 Jefferson Road in Rochester, New York, is a store that has recently been acquired by Milton Rents, an equipment rental services company based in Plaistow, NH. With a focus on offering low-hour, late-model Caterpillar equipment and work tools, Milton Rents has expanded rapidly since its establishment in 2018, now operating in multiple locations across New Hampshire, Maine, and Massachusetts. Despite the acquisition, The Duke Company remains committed to its core values of building strong relationships with customers and providing top-notch service. Under the new ownership, the Duke team's dedication to customer success will be further enhanced, with a continued focus on investing in new products and services to support contractors in Upstate New York.

Vandewater Associates Land Co is a real estate agency located at 3950 New York 12, Lyons Falls, New York, United States. With over 32 years of experience, they are the leaders in property investments in the Adirondack and Tug Hill region in Upstate New York. Their philosophy is to focus on one property at a time to ensure it meets their high standards and the clients' needs. Founder David VandeWater personally guarantees customer satisfaction and offers a repurchase and refund policy if not satisfied. Their staff is highly qualified and dedicated to providing the best quality service and properties in the region. They have expertise in all aspects of land sales and development, making them the go-to agency for Adirondack land investments. Customers have praised their professionalism and attention to detail throughout the purchasing process.

Empire State Stone is a premier home goods store located in Colonie, New York. Owned by Amanda Hatch, who has over 20 years of experience in the natural stone business, Empire State Stone offers a large inventory of natural stone slabs to choose from, in-house fabrication, custom installation templates, and actual installation services. With direct connections to top suppliers from around the world, Empire State Stone provides customers with access to one of the largest selections of granite, quartz, and natural stone in the industry. Natural stone not only enhances the aesthetic beauty of any space but also adds substantial value to improvement plans.

The Duke Company, located at 10131 Poags Hole Road in Dansville, New York, has recently been acquired by Milton Rents, an equipment rental services company based in Plaistow, NH. Milton Rents, established in 2018, has quickly grown to over 100 employees with locations in New Hampshire, Maine, and Massachusetts. Specializing in low-hour, late-model Caterpillar equipment and work tools, Milton Rents aims to bring their expertise to The Duke Company's offerings. Since its founding in 2003, The Duke Company has experienced steady growth, priding themselves on building strong relationships with their customers. Under the new ownership, this customer-focused mindset will remain a priority. President David Terry emphasizes the importance of hiring good people and treating customers with respect, a philosophy shared by both companies.

30 Washington St Apartments is a premier real estate agency located at 30 Washington Street in New York City. Our philosophy is centered around creating successful neighborhoods that are vibrant, diverse, and sustainable. We believe in the importance of mixed-use developments that cater to a variety of needs and attract a wide range of residents. Our focus is on responsible, long-term growth that enhances the overall urban landscape of New York City. Choose 30 Washington St Apartments for a dynamic and thriving living experience in the heart of the city.

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 Southern Tier TMJ & Sleep Therapy, where your health and well-being are our top priorities. Located at 864 Hooper Road, Endwell, New York, our practice is dedicated to providing exceptional care in the fields of dentistry and health, with a specialized focus on Craniofacial Pain, TMJ (Temporomandibular Joint) Disorder, and Sleep Disorders. Under the expert guidance of Dr. Giordano, who has devoted over 20 years to the study and treatment of these conditions, we are committed to helping you achieve and maintain optimal dental, TMJ, and sleep health throughout your lifetime. Dr. Giordano invests nearly 100 hours annually in continuing education, with a strong emphasis on Craniofacial Pain, TMJ Disorder, and Sleep Disorders, ensuring that our practice remains at the forefront of advancements in these areas.

Welcome to ORAL Dental Studio Located at 131 Essex Street in the vibrant heart of Manhattan's Lower East Side, ORAL Dental Studio is redefining dental care with a blend of elegance and cutting-edge innovation. Our practice stands as a premier destination for those seeking exceptional dental services in one of New York City's most dynamic neighborhoods. At ORAL Dental Studio, we prioritize gentle, personalized care that puts your needs first, ensuring you receive the highest standard of treatment in a comfortable and stylish environment.

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 Truebite Inc., your trusted partner in innovative solutions for cutting, grinding, and drilling. Located at 2590 Glenwood Road, Vestal, New York, we are a leading general contractor dedicated to providing high-quality, American-made products to both distributors and retail customers worldwide. Since our inception in 1985, when we introduced our original Cutting Bit to the ceramics hobby industry, Truebite has been at the forefront of developing specialized tools that meet the unique needs of our clients. Our product line has expanded to include over 25 proprietary items, from custom bits for ceramics to our renowned Roll-n-Vac Industrial Vacuum. Our tools are designed to tackle the most challenging tasks with precision and ease, ensuring the success of our customers across various industries.

Welcome to Sullivan Interior Finishing Located at 83 Palmer Avenue, Kenmore, New York, Sullivan Interior Finishing is your trusted partner in transforming your home. As a dedicated general contractor, we pride ourselves on offering more than just construction services; we offer peace of mind. Our philosophy is simple: Trust. Trust us to respect your home, complete your remodeling projects, and maintain open lines of communication. This is not just a job for us—it's our career, and we are committed to exceeding your expectations.

Welcome to Nations Roof New York, your trusted partner for all roofing needs in Yonkers and the greater New York City area. Located at 255 Lake Avenue, Yonkers, NY 10701, we are a leading general and roofing contractor dedicated to providing top-notch roofing solutions tailored to each client's unique requirements. At Nations Roof New York, we offer a comprehensive range of roofing systems and services, ensuring that every customer receives the best possible solution for their roofing needs. Our team of experts is skilled in assessing the condition of your roof and recommending the most suitable options, whether it’s for roof repair, replacement, new construction, or sustainable "green" services. With a focus on quality, timeliness, and budget-consciousness, we guarantee exceptional service.

Welcome to Golden Touch Renovation LLC Located at 2077 Hering Avenue in The Bronx, New York, Golden Touch Renovation LLC is your trusted family-owned and operated general and roofing contractor. With over 15 years of experience, we proudly serve the Bronx, NY area, offering top-notch roofing and remodeling services that transform your home into a haven.

Welcome to Barry's Waterproofing and Roofing, your trusted roofing contractor located in the heart of Brooklyn, New York. Situated at 831 Bedford Avenue, we are proud to serve the diverse communities of Brooklyn and beyond with top-notch roofing and waterproofing solutions. At Barry's, we understand the importance of a sturdy and reliable roof over your head. With years of experience and a commitment to excellence, our team of skilled professionals is dedicated to providing high-quality services tailored to meet your specific needs. Whether it's a minor repair, routine maintenance, or a complete roof replacement, we ensure exceptional craftsmanship and the use of premium materials to guarantee long-lasting results.

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 Cadaret, Grant & Co., Inc., your trusted partner in comprehensive wealth management, located at 100 Madison Street, Syracuse, New York. Our mission is to empower financial professionals and institutions to cultivate stronger, more productive client relationships through tailored wealth management solutions. We offer a broad spectrum of resources designed to enhance your wealth management programs and elevate the experiences of your clients and members. Our approach is sophisticated yet streamlined, providing you with the tools needed to deliver comprehensive advice with ease. Leveraging cutting-edge technology built for the real world, we facilitate seamless client management, engagement, and communication to help you stay ahead in the rapidly evolving financial landscape.

Welcome to Sven Moving: Your Trusted Brooklyn Moving Company At Sven Moving, located at 118 South 3rd Street, Brooklyn, New York 11249, we redefine the moving experience with our cost-effective, friendly, and efficient services. As an independent moving company, we've proudly served the Brooklyn community for over 15 years, specializing in hassle-free, budget-friendly moves that prioritize professionalism and care.

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 City National Bank, your trusted financial partner located at 1140 6th Avenue, Manhattan, New York. Since our inception in 1954, we've been committed to fostering growth and prosperity for our clients, colleagues, and communities. At City National Bank, we believe in making banking personal. Our experienced Relationship Managers are dedicated to understanding your unique financial needs and providing tailored solutions to help you achieve your goals. We offer a comprehensive range of services, including personal, private, and business banking, as well as wealth management, brokerage, leasing services, and innovative software solutions. As a subsidiary of the Royal Bank of Canada, one of the world's largest banks, we bring unparalleled expertise and resources to our clients.