Investmentconsulting in New York

Alpha Legacy Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 299 Park Avenue in New York City. As a part of UBS Financial Services Inc., they offer a wide range of wealth management services to their clients, including investment advice, financial planning, and portfolio management. With a team of experienced professionals and a commitment to delivering personalized solutions, Alpha Legacy Wealth Management is dedicated to helping their clients achieve their financial goals and secure their financial future. Their expertise and dedication make them a trusted partner for individuals and businesses looking to grow and protect their wealth.

Merrill Lynch Financial Advisor Richard C. Davalos is a reputable finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and territories, clients are guided towards achieving their desired financial goals. Specializing in asset allocation, diversification, and rebalancing, the institution emphasizes the importance of risk management in investments. While offering a broad range of brokerage, investment advisory, and financial planning services, Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Additionally, Merrill Lynch is affiliated with Bank of America Corporation, offering insurance and annuity products through Merrill Lynch Life Agency Inc. and trust and fiduciary services through Bank of America Private Bank. The institution also provides banking products through Bank of America, N.A. and affiliated banks. With various certifications and affiliations, Merrill Lynch Financial Advisor Richard C. Davalos aims to provide clients with personalized financial solutions tailored to their needs.

Stifel is a reputable finance institution located at 2515 South Road in Poughkeepsie, New York, United States. With a strong presence in the financial industry, Stifel offers a wide range of services including investment banking, wealth management, and financial advisory. The institution is known for its expertise in helping clients achieve their financial goals and navigate the complexities of the market. With a commitment to excellence and personalized service, Stifel is a trusted partner for individuals and businesses seeking financial guidance and support.

Michael Lupia - Morgan Stanley is a renowned finance institution located at 58 South Service Road in Melville, New York, United States. With a strong reputation for providing top-notch financial services, Michael Lupia - Morgan Stanley offers expert advice and guidance to clients looking to manage their investments, plan for retirement, or navigate the complexities of the financial market. The institution is committed to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are a seasoned investor or just starting out, Michael Lupia - Morgan Stanley is dedicated to providing personalized solutions to meet your unique needs.

Welcome to Thomas George Associates, your trusted partner for comprehensive insurance and legal solutions. Conveniently located at 10 Larkfield Road, East Northport, New York, we proudly serve the local community with dedication and expertise. As a dual-service agency, we specialize in providing tailored insurance coverage to protect your assets and investments, while also offering expert legal counsel to guide you through complex legal matters. Our team of experienced professionals is committed to delivering personalized service and customized solutions that meet your unique needs. Whether you're seeking reliable insurance options or need legal advice, Thomas George Associates is here to ensure peace of mind and safeguard your future. Visit us today to discover how we can assist you in navigating the complexities of insurance and law with confidence and ease.

Welcome to Park Realty of WNY, your trusted partner in real estate located in the heart of Buffalo, New York. Situated at 155 Summer Street, Buffalo, NY 14222, our agency is dedicated to providing exceptional real estate services to the Western New York community. Whether you are buying, selling, or investing in property, our team of experienced professionals is here to guide you every step of the way. At Park Realty of WNY, we pride ourselves on our deep local knowledge and commitment to customer satisfaction. Our agents are well-versed in the Buffalo real estate market and are passionate about helping clients find the perfect home or investment opportunity. We offer a comprehensive range of services, including residential and commercial real estate sales, property management, and investment consulting.