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TOP 30 Legal audit services in New York, NY
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Merrill Lynch Financial Advisor Sudip Mukherjee
The Merrill Lynch Financial Advisor Sudip Mukherjee is located at 100 Jericho Quadrangle in Jericho, New York, United States. The Mukherjee Wealth Management Group focuses on building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking convenience. As financial advisors, they provide personalized advice and guidance to help individuals and families pursue their financial goals. The team works closely with clients to develop a personalized financial plan, track progress, and make adjustments as needed. By understanding each client's unique situation and priorities, they can offer a customized approach that reflects their goals and values. The team at Merrill believes in helping clients make investment-related decisions that can help them reach personally meaningful goals. Through the Merrill Investment Advisory Program, they offer custom strategies that deliver an appropriate balance of risk and reward, grounded in a deep understanding of each client's needs. The goal is to help clients achieve financial success by staying on track to reach what's most important to them. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. The Merrill Personal Wealth Analysis™ helps build and document a personalized plan centered on client goals. The team understands that both life and financial markets can change over time, and they work with clients to update their approach to reflect these changes. By getting to know each client personally and understanding what matters most to them, the team can help create a financial approach that is built around their life priorities. As Merrill Lynch Wealth Management Advisors, they help clients navigate the financial complexities of life, building a customized investment approach to address their needs and pursue their goals. With a dedicated one-on-one relationship, clients can access personalized investment strategies and comprehensive financial solutions. The team is there to listen, guide, and help clients along their financial journey, no matter the question or decision. Investing involves risk, and the team at Merrill does not provide legal, tax, or accounting advice, encouraging clients to consult with their own advisors before making financial decisions. The goal is to help clients achieve their financial goals and live their best financial life through personalized advice and guidance.
Merrill Lynch Financial Advisor Vincent Ferrara
Merrill Lynch Financial Advisor Vincent Ferrara is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors across all 50 states, District of Columbia, and several US territories, clients are guided towards achieving their desired financial goals. The institution offers a wide range of brokerage, investment advisory, and other financial services, including asset allocation and diversification. It is important to note that investing involves risk, and clients are advised to consult legal and tax advisors before making financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer and investment adviser, providing various investment products sponsored by affiliates of Bank of America Corporation. Additionally, insurance, annuity products, trust, and fiduciary services are offered through affiliated companies. The institution also offers banking products through affiliated banks. Various certifications and service marks are held by the advisors at Merrill Lynch, ensuring clients receive expert financial advice. The institution strives to provide clients with relevant and useful information, utilizing relationship-based ads and online behavioral advertising. Clients are redirected to FINRA's BrokerCheck when leaving the website. Bank of America Merrill Lynch is the global banking and markets business of Bank of America Corporation, offering lending, commercial banking, securities, and investment banking services worldwide. Securities and investment banking activities are performed by investment banking affiliates, including Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bank of America Merrill Lynch operates in Australia and Canada through various entities, providing a range of financial services. In India, Bank of America N.A. and DSP Merrill Lynch Limited offer banking products and services, including working capital loans, equity sales, research, and trading.
Merrill Lynch Financial Advisor Roodmy Cesar
Merrill Lynch Financial Advisor Roodmy Cesar is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. Roodmy Cesar can help create a flexible strategy tailored to today's market conditions, providing access to Merrill's investment insights and Bank of America's banking solutions. With a focus on personalized wealth management strategies, Roodmy Cesar follows the Merrill tradition of community involvement through volunteering. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. By understanding your investment personality, Roodmy Cesar can customize a financial approach to help you achieve what matters most to you. Regular check-ins and adjustments ensure your financial approach reflects changes in your life and goals. Working with Roodmy Cesar means having a dedicated advisor who prioritizes your needs and goals, providing personalized investment strategies and comprehensive financial solutions. Investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. With Merrill Lynch Wealth Management, you can receive the latest investment insights and strategies to help you live your best financial life.
Merrill Lynch Financial Advisor Len Baldassare
Merrill Lynch Financial Advisor Len Baldassare, located at 300 Broadhollow Road in Melville, New York, offers personalized wealth management strategies tailored to your individual financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Len Baldassare can help you navigate the complexities of the financial markets and make informed decisions to achieve your aspirations. Len Baldassare follows the Merrill tradition of community involvement, volunteering with organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis™, a personalized financial plan can be created to align with your unique goals and objectives. Through ongoing conversations and assessments, Len Baldassare aims to understand your investment preferences and develop a customized approach to help you pursue what matters most to you.
Lebenthal Global Advisors, LLC
Lebenthal Global Advisors, LLC is a finance institution located at 200 Parkway Drive South in Hauppauge, New York, United States. With a rich history dating back to the iconic image of a farmer guiding a horse-drawn plow, Lebenthal continues to uphold the values of hard work, patience, and responsible investing. Their team of experts is dedicated to helping individuals achieve their financial goals through a disciplined approach to investing. Please note that the information provided on their website is not intended as tax or legal advice, and individuals should consult with professionals for specific guidance. Securities are offered through Lebenthal Financial Services, a member of FINRA/SIPC, while investment advisory services are provided by Lebenthal Global Advisors, LLC. For personalized financial advice tailored to your individual circumstances, needs, and goals, contact the team at Lebenthal Global Advisors, LLC.
Daniel Tohill - Thrivent
Daniel Tohill - Thrivent is a finance institution located at 150 Motor Parkway, Hauppauge, New York, United States. The institution is licensed in multiple states including CA, CT, DE, FL, GA, IN, MA, MD, ME, MO, NC, NH, NJ, NY, PA, SC, SD, TN, TX, and VA. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, with the option for further planning engagement through its Dedicated Planning Services for a fee.
Merrill Lynch Financial Advisor Jacqueline Ramsey
Merrill Lynch Financial Advisor Jacqueline Ramsey is a trusted finance institution located at 225 Liberty Street in New York, United States. Our team believes in understanding your life priorities to create a personalized financial plan tailored to your goals and aspirations. With a focus on building strong client relationships, we offer individually tailored advice and guidance to help you pursue your financial goals at every stage of your life. Our team of experienced Financial Advisors has been recognized for exemplary client service by financial industry publications and Bank of America Corporation. We offer a comprehensive approach to wealth management, supported by the global resources of Merrill, to help you achieve what's most important to you.
Merrill Lynch Financial Advisor Michael A Gatti
Merrill Lynch Financial Advisor Michael A Gatti is a finance institution located at 200 Park Avenue, New York, New York, United States. Managing your wealth begins with a thorough understanding of your financial situation, goals, and priorities. Michael Gatti can help create a flexible strategy tailored to today's market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. With Merrill Personal Wealth Analysis™, a personalized plan can be built and documented to focus on your goals and aspirations. By understanding your unique needs and preferences, Michael Gatti can help you pursue your financial goals through personalized wealth management strategies. Get the latest investment insights, tips, and strategies to help you live your best financial life. Michael Gatti is registered to do business in multiple states and is a Certified Financial Planner. Please consult legal and tax advisors before making any financial decisions. Investing involves risk, and past performance does not guarantee future results. Let Michael Gatti help you design and implement a personalized plan to help you achieve your financial goals.
Merrill Lynch Financial Advisor Stefanie Tushin Peters
Located at 75 Rockefeller Plaza in New York, Merrill Lynch Financial Advisor Stefanie Tushin Peters is a reputable institution in the finance industry. Stefanie is dedicated to building strong relationships with clients and is passionate about helping individuals and families make important financial decisions. She follows the Merrill tradition of community involvement and volunteers with local organizations. At Merrill Lynch Wealth Management, Stefanie focuses on understanding each client's unique goals, priorities, and investment style. By conducting a Personal Wealth Analysis, she creates personalized plans centered on what clients want to achieve. Clients benefit from Merrill's investment insights, as well as access to trust and fiduciary services from Bank of America Private Bank.
Brooklyn Financial Group
Brooklyn Financial Group, located at 1428 36th Street in New York, is a leading institution in the finance, insurance, and legal sectors. At BFG, we believe that financial and strategic performance leads to freedom, and we are dedicated to developing greatness through guidance. Our experienced team fosters some of the finest talent in the financial services sector, helping families and businesses protect, inform, and empower themselves. With a focus on Total Death Benefit, including life and disability insurance cases, BFG is committed to providing clients with life-changing benefits. Our network of associates has access to a wide range of financial products to assist in building a true legacy for themselves and those they serve.
Stormont Financial Strategies
Stormont Financial Strategies is a finance institution located at 193 Kane Street in New York, United States. We specialize in helping our clients create a legacy of love and financial security through life insurance. Our dedicated team at New York Life is committed to serving professional advisors and cultivating a financial ecosystem that promotes strength, intention, and fulfillment in life. Just like the intricate processes that make trees thrive, your financial world requires careful attention and planning. At SFS, we help you connect your everyday decisions to your long-term dreams by creating actionable financial plans tailored to your goals. We manage the details so you can focus on what truly matters to you - your family, your business, and your passions.
Merrill Lynch Financial Advisor Kyle Ackourey
Merrill Lynch Financial Advisor Kyle Ackourey, located at 114 West 47th Street, New York, New York, United States, offers personalized financial planning services through Merrill Personal Wealth Analysis™. With a team of experienced professionals, they focus on building strong client relationships based on trust and personalized service. By understanding your goals and priorities, they design and implement a personalized plan to help you pursue financial goals while managing investment risk. They provide access to investment insights and banking solutions from Merrill and Bank of America to address your financial needs. The institution believes in getting to know you personally to create a financial approach that reflects your unique needs and priorities, helping you achieve your goals. They offer dedicated one-on-one relationships with Merrill Lynch Wealth Management Advisors to help you navigate the complexities of your financial life and build a customized investment approach. With a focus on staying on track regardless of market fluctuations, they provide the latest investment insights, tips, and strategies to help you live your best financial life. Please consult legal and tax advisors before making any financial decisions.
Merrill Lynch Financial Advisor Brian M Schmidt
Merrill Lynch Financial Advisor Brian M Schmidt, located at 200 Park Avenue in New York, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, the institution is supported by the global resources of Merrill and is comprised of talented individuals dedicated 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, adapting to your changing needs over time. The institution believes in starting every relationship with a conversation to identify and prioritize your most important goals, whether it's planning for retirement, saving for a home, or funding a child's education.
Merrill Lynch Financial Advisor Joseph Madonna IV
Merrill Lynch Financial Advisor Joseph Madonna IV is a finance institution located at 114 West 47th Street, New York, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and several US territories, clients are guided towards achieving their desired lifestyles. The institution emphasizes the importance of connecting with the right advisor based on location, as investing always involves risk. Merrill Lynch offers a range of brokerage, investment advisory, and other services, but does not provide legal, tax, or accounting advice. Trusted affiliates of Bank of America Corporation, Merrill Lynch ensures clients have access to a variety of investment products, insurance, annuities, trust and fiduciary services, and banking products. Various certifications and marks demonstrate the institution's commitment to providing quality financial services. Clients can expect personalized and informative guidance to help make informed financial decisions.
Bank of America Private Client Advisor John Adam Alexander
Bank of America Private Client Advisor John Adam Alexander is a Senior Vice President and Private Client Advisor at Bank of America Private Bank, located in Brooklyn, NY. With a focus on advising Business Owners, from tech startups to multi-generational family businesses, John holds the Certified Exit Planning Advisor® and the Chartered SRI Counselor™ designations. He leads a team of specialists in investment management, trust and estate planning, banking and lending, liquidity event planning, legacy and wealth strategy, NextGen, art and philanthropy, and Family Office design. John's three decades of leadership experience in private banking and investment management across the Americas, Europe, and Asia make him well-equipped to provide expert advice tailored to the unique needs of each family. Fluent in Spanish and French, with a working knowledge of Russian, John is also the Executive Director of the Piermont Straus Foundation. At Bank of America Private Bank, clients can expect a personalized approach to managing significant wealth, with a focus on preserving and sharing wealth, building philanthropic legacies, and planning for future growth. The institution values innovation and aims to help clients anticipate and respond to evolving markets and financial landscapes. Please note that by visiting the Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck. Investing involves risk, and it is recommended to consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
Betty Pence - Thrivent
Betty Pence - Thrivent is a finance institution located at 5307 64th Street, New York, United States. They are licensed in multiple states including AZ, CO, CT, DE, FL, IN, MA, MD, MN, MS, NC, NH, NJ, NY, OH, PA, RI, TX, VA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice and recommend consulting with an attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.
Crowe Kevin A
Crowe Kevin A is a reputable finance institution located at 2018 Ralph Avenue in New York, United States. Specializing in a wide range of financial services, Crowe Kevin A is committed to providing expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Crowe Kevin A offers a comprehensive approach to wealth management, investment strategies, and financial planning. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, Crowe Kevin A is dedicated to helping you succeed. Visit us today to learn more about how we can assist you in reaching your financial objectives.
Jennaydra Jordan, Principal & Financial Advisor - Jd Growth Financial Strategies, Llc
Jennaydra Jordan, Principal & Financial Advisor at JD Growth Financial Strategies, LLC, located at 97-77 Queens Boulevard, New York, United States, offers custom financial guidance to help clients enjoy today and have peace for tomorrow. New York Life is dedicated to serving professional advisors, providing personalized guidance to give clarity about financial situations and help clients achieve their goals. With practical education and step-by-step guidance, clients can better understand their finances and make wise decisions for themselves and their families. The team at JD Growth Financial Strategies tailors recommendations to suit individual needs and objectives, offering hands-on support in every phase of the financial journey. Jennaydra Jordan is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Investment advisory services are offered through Eagle Strategies, LLC. Clients can gain insight into their financial goals by entering basic details about their current situation. Neither JD Growth Financial Strategies nor New York Life provide tax, legal, or accounting advice, so clients are encouraged to consult their own professionals.
Merrill Lynch Financial Advisor Francis Collins
Merrill Lynch Financial Advisor Francis Collins, located at 75 Rockefeller Plaza in New York, United States, is a trusted institution in the finance industry. With a commitment to building strong relationships with clients, Francis focuses on a personalized, goals-oriented approach to help individuals and families make important financial decisions. Specializing in assisting corporate executives with complex financial challenges, such as concentrated stock positions and estate planning, Francis aims to meet the specific needs of each client by developing customized strategies to help them achieve their financial goals. As an alumni of Rutgers University and Pace University, Francis brings a wealth of knowledge and experience to his role. With a focus on understanding each client's unique priorities and goals, he works to design and implement personalized financial plans to manage investment risk and pursue long-term financial success. By offering access to the investment insights of Merrill and banking solutions from Bank of America, Francis collaborates with clients to address their financial needs and help them reach their goals.
Merrill Lynch Financial Advisor James Gargiulo
Merrill Lynch Financial Advisor James Gargiulo, located at 6965 Yellowstone Boulevard in New York, United States, is a finance institution dedicated to helping clients make important financial decisions. James Gargiulo is accessible, knowledgeable, and experienced, committed to building strong relationships with clients. With a deep understanding of each client's financial picture, he creates flexible strategies tailored to individual goals and changing market conditions. Supported by the resources of Merrill and Bank of America, James and his team offer personalized wealth management strategies to help clients pursue their financial goals. As a Merrill Lynch Wealth Management Advisor, James focuses on what matters most to each client, adapting financial approaches as goals and priorities evolve. Through conversations and the Investment Personality Assessment, he gets to know clients on a personal level to customize a financial plan that aligns with their values and aspirations. Regular check-ins and adjustments ensure that clients stay on track to achieve their goals, even as life and markets change. With access to the latest investment insights and strategies, James helps clients live their best financial lives.
Merrill Lynch Financial Advisor Connor Heine
Merrill Lynch Financial Advisor Connor Heine is located at 225 Liberty Street, New York, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, we are dedicated to helping clients achieve their financial goals. Our team of advisors offers a range of financial services, including investment advisory, financial planning, and brokerage services. Please note that investing involves risk and it is important to consult with legal and tax advisors before making any financial decisions. Our affiliated companies provide insurance, annuity products, and trust services to help clients manage their wealth effectively. We strive to provide personalized advice and solutions tailored to each client's unique financial situation. Contact us today to start your journey towards financial success.
Merrill Lynch Financial Advisor Jody P Sacks
Merrill Lynch Financial Advisor Jody P Sacks is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. The AlexanderSacks Group is committed to helping clients pursue their goals by developing personalized financial approaches tailored to their specific needs. They prioritize client needs and oversee their progress over time, focusing on Goals Based Wealth Management and understanding the human side of finance. The institution offers access to Bank of America's products and services, as well as Merrill analytics, to individual and business clients. The team at The AlexanderSacks Group believes in earning the trust of clients by creating a transparent and responsive atmosphere. They work as a team, respecting each individual, and demonstrating integrity at all times. The institution believes in helping clients achieve their goals by providing personalized investment strategies and comprehensive financial solutions. With a focus on understanding clients' aspirations and priorities, The AlexanderSacks Group aims to create a financial approach that reflects their unique needs and financial situation. They offer ongoing support to help clients stay on track, regardless of market fluctuations. The team provides the latest investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making any financial decisions. The institution offers a broad range of brokerage, investment advisory, and financial planning services.
Merrill Lynch Wealth Management Advisor Azaad Mohamed
Merrill Lynch Wealth Management Advisor Azaad Mohamed is a finance institution located at 36-35 Bell Boulevard, New York, United States. With over 15,000 Merrill Lynch Financial Advisors across all 50 states, the District of Columbia, and several US territories, clients are guided towards achieving their desired lifestyles. Specializing in asset allocation, diversification, and rebalancing, Merrill Lynch helps clients navigate the complexities of investing. It is important to note that investing involves risks, and consultation with legal and tax advisors is recommended before making financial decisions. Services offered include brokerage, investment advisory, and financial planning. Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser, is a wholly owned subsidiary of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank. Banking products are offered by Bank of America, N.A. and affiliated banks. Merrill Lynch is committed to providing clients with information about products and services that may be beneficial to them. It is important to note that leaving the Bank of America website may redirect you to FINRA's BrokerCheck. Please refer to the institution's terms and privacy policies for more information.
Merrill Lynch Financial Advisor Mark A Gutner
Merrill Lynch Financial Advisor Mark A Gutner is a renowned financial institution located at 266 Merrick Road, Lynbrook, New York, United States. With over 30 years of experience in the financial services industry, Mark has dedicated over 20 years to Merrill. His passion lies in helping clients manage their wealth effectively to meet their needs. Mark specializes in providing a comprehensive approach to wealth management for individuals and families. As a qualified Senior Portfolio Manager, he can assist clients in pursuing their objectives by managing personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark, a father of two living in Manhattan, currently resides in Rockville Centre, New York with his wife, Allison. At Merrill Lynch Wealth Management, Mark focuses on building personalized financial plans centered around the client's goals and priorities. He believes in understanding each client's unique needs and designing a tailored plan to help them pursue their financial objectives while managing investment risk. Mark's approach is to provide potential solutions that can turn aspirations into reality.
TransGlobal Holding Company 美國泛宇集團
TransGlobal Holding Company, located at 38-08 Union Street in New York, is a finance, insurance, and real estate agency providing professional and complete All-In-One services for its clients. With over 30 years of experience in financial planning and management, TransGlobal aims to serve the Asian communities in the U.S. The institution offers a wide range of services including tax coaching and planning, tax filing, business incorporation, life insurance, annuity, financial management, mortgage financing, real estate, asset management, health insurance, and Property & Casualty insurance. TransGlobal's one-stop shop wealth management approach provides all-inclusive services to clients. The institution's affiliated companies consist of over 5,000 professional independent agents across major U.S. cities. Founded in 1994, Transpacific Financial Inc. specializes in providing insurance and pension products to help clients establish more comprehensive and timely services. Please visit the headquarters in Monrovia for more information. Please note that investing in securities involves risks, and consultation with a personal tax or legal advisor is recommended before making any financial decisions.
Sharestates
Sharestates is an online marketplace lending and investing platform located at 45 North Station Plaza, Great Neck, New York, United States. As a finance institution, we offer developers access to real estate capital and provide investors with high returns on asset-backed real estate investments. Whether you are looking to lend, invest, or network in the real estate sector, Sharestates can help you start your journey today. Our platform offers competitive private loans for various phases of real estate projects nationwide, including bridge, fix & flip, new construction, and long-term rental loans. Accredited individuals can invest in real estate loans alongside institutional investors with as little as $5,000. Sharestates is founded by real estate veterans with a relationship-focused lending strategy, and we stay up to date on industry trends to provide the necessary resources for funding and investing opportunities. We maintain SOC-2 data standards to ensure proper controls over security, availability, processing integrity, confidentiality, and privacy. Please note that we do not conduct business in certain states and our services are intended for accredited investors. It is important to consult with tax and legal advisers before making any purchases, as private placement investments involve risks and are not guaranteed by Sharestates. Our platform does not constitute crowdfunding as described in the JOBS Act, and historical returns may not reflect actual future performance. Sharestates Investments, LLC, a subsidiary of Sharestates, Inc., serves as the originating entity for all loans made or arranged under a California Finance Lenders Law license. NMLS# 1538766 | AZ Mortgage License Number: BK – 1009613 | CA Mortgage License Number: 60DBO-63030.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 100 Jericho Turnpike in Floral Park, New York, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed on market trends and global economy with timely insights. Choose from three different ways to connect with us based on your unique financial journey. Receive the latest insights on inflation, interest rates, volatility, and investments from the Chief Investment Office. Take a quick quiz to get actionable next steps for your long-term goals. Keep in mind that investing involves risk and it's important to consult with legal and tax advisors before making financial decisions. Merrill offers brokerage, investment advisory, and other services to help you achieve your financial goals. Trust, fiduciary, and investment management services are also available through Bank of America. Banking products are provided by Bank of America, N.A. and affiliated banks. Return to Merrill for more information or close the window after you leave.
Merrill Lynch Financial Advisor James R Gallego
Merrill Lynch Financial Advisor James R Gallego is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. With a focus on what matters most to you, James Gallego can assist in creating a flexible strategy tailored to today's dynamic market conditions. By providing access to Merrill's investment insights and Bank of America's banking convenience and lending solutions, he aims to help you pursue your financial goals through personalized wealth management strategies. James Gallego follows the Merrill tradition of community involvement, volunteering time with local organizations. The Merrill Personal Wealth Analysis™ tool can help build a personalized plan centered on your goals and aspirations. As a financial advisor at Merrill Lynch Wealth Management, James focuses on your family, goals, and priorities, adapting to changes over time.
Merrill Lynch Financial Advisor Julia Battaglia
Merrill Lynch Financial Advisor Julia Battaglia is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Whatever your personal goals may be, they work one-on-one with you to develop a personalized financial strategy designed to help you pursue your long-term goals. Their financial planning process begins by getting to know you and understanding your goals, values, risk tolerance, time horizon, and liquidity needs. They offer one-on-one discovery meetings to review your portfolio and objectives, creating a personalized plan to help you reach your goals. By utilizing the Investment Personality Assessment, they can customize the financial approach to align with your investing preferences. They offer the Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on your goals. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer investment insights, tips, and strategies to help you achieve your financial goals. As Merrill Lynch Wealth Management Advisors, they help you build a customized investment approach to address your needs and pursue your goals. Get the dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor and receive personalized investment strategies plus comprehensive financial solutions from Bank of America. It is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services to help you live your best financial life.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1325 Franklin Avenue in Garden City, New York, is a leading finance institution dedicated to helping clients align their investments with their personal values and financial goals. The experienced advisors at this branch offer a wide range of wealth management services, including retirement income planning, guidance on stock positions, and access to estate planning services. Through volunteerism and charitable outreach, the branch actively supports the local community and nonprofit organizations. Clients of Merrill Lynch have access to industry-skilled advisors, a disciplined wealth planning platform, and the technological resources of a global financial services firm to help them pursue their financial and life goals.
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