TOP 10 Legacy wealth protection in Garden City, New York

RLB Wealth Planning, Inc. is a finance institution located at 1325 Franklin Avenue in Garden City, New York, United States. We specialize in providing comprehensive wealth planning services to our clients, helping them achieve their financial goals and secure their financial future. Our team of experienced professionals is dedicated to providing personalized and tailored financial solutions to meet the unique needs of each individual client. Whether you are looking to plan for retirement, invest for the future, or protect your assets, RLB Wealth Planning, Inc. is here to help you every step of the way. Contact us today to learn more about how we can assist you in achieving financial success.

MDM Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 1055 Franklin Avenue in Garden City, New York, United States. They offer a wide range of financial services to help clients manage and grow their wealth effectively. With a team of experienced professionals, MDM Wealth Management - UBS Financial Services Inc. provides personalized investment strategies and financial planning to help clients achieve their financial goals. Their commitment to excellence and client satisfaction sets them apart in the industry.

TWL Wealth Advisory Group - Raymond James is a finance institution located at 1055 Franklin Avenue in Garden City, New York, United States. They offer a range of wealth management services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies and financial planning tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, TWL Wealth Advisory Group - Raymond James is dedicated to helping you navigate the complexities of the financial world.

DiSilvio Wealth Management Group is a leading finance institution located at 1055 Franklin Avenue in Garden City, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or growing your investment portfolio, we are here to provide expert guidance and support every step of the way. Trust DiSilvio Wealth Management Group to help you secure a stable financial future.

Inderpal Singh Anand is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 100 Quentin Roosevelt Boulevard, Garden City, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for individuals, retirees, small business owners, high net worth clients, and those with special needs. He is committed to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

Anthony N Maneri is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 100 Quentin Roosevelt Boulevard in Garden City, New York, United States. With various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Anthony N Maneri offers expert financial advice tailored to the individual needs of clients. Specializing in asset management, retirement planning, estate planning, and investment opportunities, Anthony N Maneri is dedicated to providing comprehensive financial solutions. Whether you are a retiree, small business owner, high net worth individual, or military personnel, Anthony N Maneri has the expertise to help you achieve your financial goals. Contact them today for personalized wealth management services.

Bradford Pine Wealth Group is a leading finance institution located at 1461 Franklin Avenue in Garden City, New York, United States. Our team of experienced financial professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on integrity and transparency, we provide comprehensive financial planning, investment management, and retirement planning services. Contact us today to learn how we can help you secure your financial future.

ShelterPoint Life Insurance Company is a trusted insurance agency located at 1225 Franklin Avenue in Garden City, New York, United States. Specializing in life insurance, this institution offers a wide range of coverage options to protect you and your loved ones. With a commitment to providing personalized service and comprehensive policies, ShelterPoint Life Insurance Company is dedicated to helping you secure your financial future. Contact them today to learn more about their offerings and how they can assist you in finding the right insurance plan for your needs.

The Law Offices of Jason W. Stern & Associates is a highly reputable estate planning law firm located in Forest Hills, New York, overlooking Forest Hills Gardens. With licenses in both New York and New Jersey, our experienced attorneys are dedicated to protecting the interests of our clients and their loved ones for years to come. With over 50 years of combined legal experience in probating wills and estates, we have the knowledge and expertise to handle any estate planning challenge. Specializing in trust and estate work, including probating and contesting wills, our firm is committed to providing personalized attention to each client's needs. Our success in handling complex estate cases, particularly in challenging attorney-drafted wills, has given us unparalleled insight into the probate process. This allows us to effectively litigate estate issues or prevent costly estate litigation in New York.

Simon Quick Advisors, LLC, located in Garden City, New York, is a leading independent registered investment advisor (RIA) that specializes in providing customized financial planning and investment solutions. Our team of experienced advisors tailor wealth management strategies to meet the unique needs, preferences, and objectives of each client. With a focus on individualized attention and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment management, or estate planning services, our Garden City financial advisors are here to help you navigate the complexities of the financial world and make informed decisions. Trust Simon Quick Advisors to be your partner in building and preserving your wealth."

SUSAN SILVER MAN QUIGLEY, CFP is a finance institution located at 8 Yale Street in Garden City, New York, United States. Our team of Certified Financial Planners is dedicated to helping individuals and families achieve their financial goals through personalized financial planning and investment management services. With a focus on comprehensive financial planning, we provide our clients with expert advice and guidance to help them make informed decisions about their financial future. Contact us today to schedule a consultation and start planning for a secure financial future.

Pearson Financial is a finance and insurance agency located at 1 Garden Street in Garden City, New York, United States. Led by Pam Pearson, our team is dedicated to providing each client with a personalized financial plan that is both solid and flexible. We work with individuals, families, and small business owners to create a plan that aligns with their goals and needs, helping to provide peace of mind for the future. Our services go beyond just saving for the future - we consider all aspects of your financial well-being, including education costs, retirement planning, and protection against unforeseen setbacks. We understand that life can be unpredictable, which is why we strive to help you create, protect, and pass on assets to your loved ones.

The Burrows Strzelecki Group - Morgan Stanley is a prestigious finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. With a strong reputation in the financial industry, the institution offers a wide range of services including investment management, wealth planning, and financial advisory. Clients can expect personalized solutions and expert advice from a team of experienced professionals. Whether you are looking to grow your wealth or plan for the future, The Burrows Strzelecki Group - Morgan Stanley is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Steven Scher, located at 1325 Franklin Avenue in Garden City, New York, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With a focus on risk management, retirement income strategies, long-term care, wealth transfer, and more, Steven and his team are committed to providing top-tier service and advice to help you pursue the life you envision. With a background in finance since 1999 and a dedication to improving the quality of his clients' lives, Steven works closely with each individual to create a customized wealth management plan. By utilizing resources available at Merrill Lynch Wealth Management and Bank of America, Steven aims to help clients achieve their financial goals and navigate the complexities of the market. Through ongoing conversations and personalized guidance, Steven helps clients adapt their financial approach to reflect changes in their lives and achieve their long-term objectives. With Merrill Lynch, you can count on a dedicated advisor who puts your needs first and helps you navigate the financial landscape with confidence.

Shamir Hirsch - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 100 Quentin Roosevelt Boulevard in Garden City, New York, United States. With a focus on providing expert financial advice and services, Shamir Hirsch holds multiple certifications and designations to ensure high-quality service to clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning and asset management topics, ensuring that clients receive expert guidance in areas such as retirement planning, estate planning, investment strategies, and more. With a commitment to upholding a code of ethics and continuing education, Shamir Hirsch - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing personalized and comprehensive financial solutions to individuals and businesses.

Stephen John Bishop Jr is a financial advisor at Ameriprise Financial Services, LLC located at 377 Oak Street, Garden City, New York, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Stephen John Bishop Jr offers comprehensive financial services to individuals and small business owners. His commitment to ethical standards and continuing education ensures that clients receive expert advice tailored to their unique financial goals.

Merrill Lynch Financial Advisor Jason H. Wachtler is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. As Merrill advisors, they offer personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. The institution believes in starting every relationship with a conversation to identify and prioritize your goals. They utilize the Investment Personality Assessment to understand your investing preferences and customize a financial approach to help you achieve your goals. The Miller – Wachtler Group is a Global Wealth Management Team with over 60 years of collective experience, providing customized financial solutions to high net worth individuals, affluent families, and businesses. The team works closely with clients and their professional advisors to develop sound investment management strategies. Merrill is proud of their advisors who have received recognition from financial industry publications. The team is committed to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. The institution believes in staying connected with clients to discuss changes in their life and financial approach to help them achieve their goals. They offer the latest investment insights, tips, and strategies to help you live your best financial life. Certified by the Certified Financial Planner Board of Standards, Inc., Merrill Lynch Financial Advisor Jason H. Wachtler is dedicated to helping you reach your financial goals.

The Pinnacle Group - Ameriprise Financial Services, LLC is a leading finance institution located at 1001 Franklin Avenue, Garden City, New York, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our experienced team documents your goals, regularly reviews and analyzes your progress, and adjusts your approach as life changes. You can easily access your investments and accounts from any device, track your progress towards your goals, and securely share information with us. Schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. Our financial advisors are registered in certain U.S. states and adhere to strict regulations to ensure the safety and security of your investments. Contact us today to discuss what's most important to you and begin your journey towards financial success.

Merrill Lynch Financial Advisor Tracy Ann Scahill is a renowned finance institution located at 1325 Franklin Avenue in Garden City, New York, United States. With a strong reputation in the industry, Tracy Ann Scahill offers expert financial advice and guidance to clients looking to grow and manage their wealth effectively. Specializing in investment strategies, retirement planning, and wealth management, Merrill Lynch Financial Advisor Tracy Ann Scahill is dedicated to helping clients achieve their financial goals and secure their financial future.