TOP 30 Life change strategies in New York, New York
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Swati Sehgal
● OpenSwati Sehgal is a reputable health institution located at 99 Business Park Drive in Armonk, New York, United States. Specializing in providing top-notch medical care, Dr. Swati Sehgal and her team are dedicated to helping patients achieve optimal health and well-being. With a focus on personalized care and a holistic approach to medicine, Swati Sehgal is committed to improving the lives of their patients. Whether you are seeking preventative care, treatment for a specific health issue, or simply looking to improve your overall wellness, Swati Sehgal is the place to go for exceptional healthcare services.
99 Business Park Dr, Armonk, NY 10504, United States -
Quincey LaPlant, MD, PhD - MSK Radiation Oncologist
● OpenQuincey LaPlant, MD, PhD is a renowned MSK Radiation Oncologist located at 500 Westchester Avenue, Harrison, New York, United States. The institution is dedicated to changing the way cancer is understood and treated, with a team of scientists conducting cutting-edge research in various aspects of cancer biology and treatment. They offer specialized educational programs to train the next generation of cancer care leaders. Operating Monday through Friday, from 8 a.m. to 6 p.m. Eastern time, the institution treats all types of cancer, providing personalized care and support to each patient. Memorial Sloan Kettering, founded in 1884, is a world leader in patient care, research, and education. The institution offers comprehensive insurance coverage options and financial assistance programs for those in need. Doctors at MSK work in multidisciplinary teams to provide the best possible care to patients. They are constantly developing new treatments through clinical trials and collaborations with pharmaceutical and life sciences companies. Transparency is a priority at MSK, with doctors required to disclose any external relationships or financial interests. Patients can access this information and learn more about MSK's policies through their Compliance Office.
500 Westchester Ave, West Harrison, NY 10604, United States -
Center For Solutions
● ClosedCenter For Solutions is a leading health institution located at 2141 Eastern Parkway in Schenectady, New York. Our dedicated team of professionals is committed to providing innovative and effective solutions to improve the overall health and well-being of our patients. We offer a wide range of services including medical consultations, diagnostic testing, treatment plans, and wellness programs. At Center For Solutions, we strive to empower our patients to take control of their health and achieve their goals. Visit us today and discover the difference our personalized approach can make in your life.
2141 Eastern Pkwy, Schenectady, NY 12309, United States -
Joel Mausner PhD - Workplace Psychology
● ClosedJoel Mausner PhD - Workplace Psychology is a renowned institution located in White Plains, New York, United States. Specializing in health psychology, Dr. Mausner offers expert guidance and support to individuals and organizations looking to improve workplace dynamics and overall well-being. With a focus on promoting mental health and productivity in the workplace, Dr. Mausner utilizes his extensive experience and knowledge to provide tailored solutions and strategies for his clients. Whether you are seeking individual therapy or organizational consulting, Joel Mausner PhD - Workplace Psychology is dedicated to helping you achieve a healthier and more fulfilling work environment.
34 S Broadway # 600, White Plains, NY 10601, United States -
Errol Rodriguez, Ph.D., CRC
● OpenErrol Rodriguez, Ph.D., CRC is a health institution located at 180 South Broadway in White Plains, New York, United States. Specializing in psychotherapy services for individuals struggling with alcohol or substance abuse, gambling addiction, smartphone overuse, and more, this institution offers diagnostic testing for cognitive and emotional difficulties. Dr. Rodriguez utilizes a collaborative and integrative approach, incorporating psychodynamic, CBT, and evidence-based coaching to target symptoms and change behavior patterns in children, adolescents, and adults. Additionally, the institution provides corporate consulting and HR/EAP seminars focused on improving job performance and managing burnout. With over 25 years of experience in the mental health field, Dr. Rodriguez is a licensed clinical psychologist, nationally certified rehabilitation counselor, and master addictions counselor. His values of social justice and equity are integrated into his clinical practice, leadership approach, and research. Through evidence-based coaching strategies, Dr. Rodriguez has successfully developed recovery-focused interventions for substance abusing patients and their families. Consultations with HR teams and leaders from various industries have addressed workplace incivility, work-life balance, anxiety related to socio-political unrest, and general mental health concerns.
180 S Broadway #204, White Plains, NY 10605, United States -
Laurie Quackenbush, Counselor
● ClosedLaurie Quackenbush, Counselor is a trusted and experienced mental health professional located at 667 Stoneleigh Avenue in Carmel Hamlet, New York. As a counselor, Laurie provides compassionate and personalized therapy services to individuals seeking support and guidance in navigating life's challenges. With a focus on mental wellness and personal growth, Laurie helps clients develop coping strategies, improve communication skills, and build resilience. Whether you are struggling with anxiety, depression, relationship issues, or simply looking to enhance your overall well-being, Laurie Quackenbush is dedicated to helping you achieve a healthier and happier life.
667 Stoneleigh Ave STE 202, Carmel Hamlet, NY 10512, United States -
Christopher Kuber - Financial Consultant, Ameriprise Financial Services, LLC
● OpenChristopher Kuber, a financial consultant at Ameriprise Financial Services, LLC, located at 7 East Carver Street in Huntington, New York, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Christopher works closely with clients to document their goals, track progress, and adjust strategies as life changes. Clients can access their investments and accounts from any device, securely track progress, and schedule complimentary initial consultations to discuss financial planning concepts. Christopher Kuber is registered to conduct securities business in select states and clients can verify his qualifications on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, cannot guarantee future financial results but is committed to helping clients achieve their financial goals. Feel free to refer friends and family members for personalized financial guidance from Christopher Kuber.
7 E Carver St, Huntington, NY 11743, United States -
Brendan Joseph Carey - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBrendan Joseph Carey - Financial Advisor at Ameriprise Financial Services, LLC, located at 7 East Carver Street, Huntington, New York, United States, offers personalized financial planning services tailored to your individual goals and risk tolerance. From retirement planning to major purchases, Brendan provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial strategy adapts to life changes. With secure online access to your accounts, you can track your progress towards your goals anytime, anywhere. Schedule a complimentary initial consultation to learn more about how Brendan can help you reach your financial goals. Please note that Brendan may only conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Contact Brendan today to discuss your financial priorities and start working towards a secure financial future.
7 E Carver St, Huntington, NY 11743, United States -
Anthony Fusaro - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAnthony Fusaro, a financial advisor at Ameriprise Financial Services, LLC, located at 7 East Carver Street in Huntington, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, and asset allocation, Anthony provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your strategy remains aligned with your changing life circumstances. By accessing your accounts and investments online, you can track your progress towards your goals securely from any device. Visit FINRA's BrokerCheck website for background and qualification information. Schedule a complimentary initial consultation to learn more about how Anthony can help you reach your financial goals. Please note that securities business can only be conducted with residents of certain states where the advisor is registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and reliable platform for financial planning services.
7 E Carver St, Huntington, NY 11743, United States -
Elements of Well-being
● OpenElements of Well-being is a health institution located at 325 Manville Road in Pleasantville, New York. Our mission is to promote holistic well-being by focusing on all aspects of health, including physical, mental, emotional, and spiritual wellness. Our experienced team of professionals offers a wide range of services and programs designed to help individuals achieve optimal health and balance in their lives. Whether you are looking to improve your fitness, manage stress, or enhance your overall well-being, Elements of Well-being is here to support you on your journey to a healthier and happier life.
325 Manville Rd, Pleasantville, NY 10570, United States -
it's a good thing
● Open"It's a Good Thing" is a cozy lodging located at 233 Nine Partners Road in Clinton Corners, New York. This charming institution offers comfortable accommodations and warm hospitality in a peaceful and scenic setting. Whether you are looking for a relaxing getaway or a convenient place to stay while exploring the beautiful Hudson Valley region, "It's a Good Thing" is the perfect choice. With its welcoming atmosphere and attentive staff, you are sure to have a pleasant and enjoyable stay.
233 9 Partners Rd, Clinton Corners, NY 12514, United States -
CapitalCorals Research & Restoration
● ClosedCapitalCorals Research & Restoration is a pet store located at 20 Colvin Avenue, Albany, New York, United States. Our institution specializes in coral research and restoration, working with the Ecotourism industry to implement the Reef Experience Snorkel Trail for local water beautification, coral education, and reef protection. We utilize the latest scientific advances and innovative approaches to create and restore coral reef habitats, collaborating with local stakeholders to enhance reef resilience and ecosystem services. In addition to our restoration efforts, we provide research services for the scientific community to further our understanding of coral reefs and promote conservation efforts.
20 Colvin Ave, Albany, NY 12206, United States -
Colleen Lacombe-Senecal
● OpenColleen Lacombe-Senecal is a reputable health institution located at 652 Albany Shaker Road in Albany, New York, United States. Specializing in dentistry and providing top-quality healthcare services, this institution is committed to ensuring the well-being and oral health of its patients. With a team of experienced doctors and staff, Colleen Lacombe-Senecal offers a friendly and professional environment for all your healthcare needs. Whether you require a routine dental check-up or more specialized treatment, you can trust this institution to provide personalized care and exceptional service. Visit Colleen Lacombe-Senecal for all your dental and healthcare needs in Albany.
652 Albany Shaker Rd, Albany, NY 12211, United States -
The Game Changer
● ClosedThe Game Changer is a cutting-edge institution located at 302 Lark Street in Albany, New York. Specializing in hair care and health services, this establishment is dedicated to transforming your look and enhancing your well-being. With a team of skilled professionals and state-of-the-art facilities, The Game Changer is the perfect place to revamp your style and rejuvenate your body. Whether you're looking for a new hairstyle, a relaxing spa treatment, or personalized health advice, The Game Changer has everything you need to make a positive change in your life. Visit us today and experience the difference for yourself.
302 Lark St, Albany, NY 12210, United States -
Merrill Lynch Financial Advisor Curtis Miller
● ClosedMerrill Lynch Financial Advisor Curtis Miller is a finance institution located at 69 State Street, Albany, New York, United States. Curtis Miller can help you manage your wealth by creating a personalized strategy tailored to your financial goals. By providing access to investment insights from Merrill and banking solutions from Bank of America, Curtis can assist you in pursuing your financial objectives. Curtis follows the Merrill tradition of community involvement, volunteering with local organizations. With the Merrill Personal Wealth Analysis™, Curtis can help you build a plan focused on your goals. Curtis and his team, supported by Merrill's global resources, are dedicated to building strong client relationships based on trust and personalized service. By getting to know you and your investing preferences through the Investment Personality Assessment, Curtis can customize a financial approach to help you achieve what matters most to you. As your goals and life change, Curtis will help you adjust your financial approach to reflect these changes. With a focus on understanding your priorities and aspirations, Curtis will work with you to design and implement a personalized plan aimed at managing, growing, and preserving your wealth. By regularly reviewing your financial approach and making adjustments as needed, Curtis aims to help you stay on track towards your financial goals. With a dedicated Merrill advisor like Curtis, you can receive personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals. Let Curtis Miller help you achieve your financial aspirations and guide you along the many paths your life can take.
69 State St, Albany, NY 12207, United States -
Merrill Lynch Financial Advisor Becky M Sciortino
● ClosedMerrill Lynch Financial Advisor Becky M Sciortino is a trusted institution located at 26 Century Hill Drive in Latham, New York, United States. With over 20 years of experience, Becky focuses on the wealth and health of her clients, viewing them as individuals with unique situations and aspirations rather than just portfolios. She assists a diverse range of clients, including successful business owners, corporate executives, retired individuals, and families. Becky's personal experiences have shaped her approach to financial planning, as she understands the importance of helping clients achieve their life dreams and navigate challenges such as illness, divorce, or job loss. Becky's expertise lies in retirement planning, income generation, wealth preservation, and growth strategies. She educates clients on important topics such as health, saving vs. spending, Social Security, and insurance. By coordinating with clients' CPAs and attorneys, Becky ensures that tax minimization and estate planning strategies are aligned. She also offers access to Bank of America for lending and banking services.
26 Century Hill Dr, Latham, NY 12110, United States -
Merrill Lynch Financial Advisor Jayson M Tanzman
● ClosedMerrill Lynch Financial Advisor Jayson M Tanzman is a seasoned professional with 21 years of experience in helping individuals, families, and organizations achieve their financial goals. Located at 69 State Street, Albany, New York, United States, Jayson is committed to providing personalized financial analysis and planning to address the unique needs of each client. As a Senior Vice President and Senior Financial Advisor, he holds the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor® designations. Jayson's community involvement includes serving on the board of the Berkshire Humane Society and being a member of the Rotary Club of Pittsfield for 25 years. He believes in building long-term relationships with clients through thoughtful conversations and tailored financial solutions. With access to the resources of Merrill and Bank of America, Jayson works to develop strategies that align with clients' goals and priorities, helping them navigate through life's changes and market fluctuations. By focusing on what matters most to each individual, Jayson aims to help clients achieve their financial aspirations and secure their financial future.
69 State St, Albany, NY 12207, United States -
Merrill Lynch Financial Advisor Sean A Moloney
● ClosedMerrill Lynch Financial Advisor Sean A Moloney, located at 26 Century Hill Drive in Latham, New York, is dedicated to helping clients achieve their financial goals. With 85 years of combined financial services experience, the team at The Moloney - Leonard Group places clients at the center of the wealth management process. As Merrill advisors, they focus on developing a customized financial approach for each client, putting their needs and goals above market trends. The team is committed to understanding each client's unique concerns, priorities, and financial resources, meeting with them regularly to ensure progress towards their goals. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the team can create personalized plans that reflect each client's individual needs and objectives. With access to the global resources of Merrill and personalized service, clients can trust in the team's expertise and commitment to helping them achieve financial success. Whether planning for retirement, saving for a home, or funding education, clients can rely on the team to provide thoughtful investment guidance aligned with their goals. The team is dedicated to building strong client relationships based on trust and personalized service, helping clients navigate through market fluctuations and changes in their lives. With a focus on understanding each client personally, the team at Merrill Lynch Financial Advisor Sean A Moloney is committed to helping clients achieve their financial goals and live their best financial life.
26 Century Hill Dr, Latham, NY 12110, United States -
Merrill Lynch Financial Advisor James V O'Connor
● ClosedMerrill Lynch Financial Advisor James V O'Connor, located at 69 State Street, Albany, New York, United States, is a finance institution supported by the global resources of Merrill. The team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. Beginning with a conversation to identify and prioritize your goals, the team helps you make investment-related decisions that align with your aspirations. Utilizing the Investment Personality Assessment, they tailor a financial approach to suit your preferences. With over 70 years of combined experience, the team collaborates with entrepreneurs and families to develop strategies tailored to their specific financial needs. The Merrill Personal Wealth Analysis™ helps create a personalized plan centered on your goals. Regular check-ins and adjustments ensure your financial approach reflects changes in your life and the markets. Working with a dedicated Merrill advisor means personalized investment strategies and access to comprehensive financial solutions. Let Merrill Lynch Financial Advisor James V O'Connor help you achieve your financial goals with a personalized approach centered on your needs and priorities.
69 State St, Albany, NY 12207, United States -
Merrill Lynch Financial Advisor Jordyn Beesmer
● ClosedMerrill Lynch Financial Advisor Jordyn Beesmer is a finance institution located at 69 State Street, Albany, 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, Jordyn Beesmer can assist in creating a flexible strategy tailored to today's market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Personalized wealth management strategies can help you pursue your financial goals effectively. Jordyn Beesmer follows the Merrill tradition of community involvement, volunteering with local organizations to give back. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered around your goals. Backed by global resources, Jordyn Beesmer's team is dedicated to establishing strong client relationships based on trust and personalized service.
69 State St, Albany, NY 12207, United States -
Merrill Lynch Financial Advisor William T Hazelton
● ClosedMerrill Lynch Financial Advisor William T Hazelton, located at 69 State Street, Albany, New York, United States, offers personalized financial services supported by the global resources of Merrill. Their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. By starting with a conversation to understand your goals and priorities, they create a customized financial approach to help you pursue what matters most to you, whether it's planning for retirement, saving for a home, or funding a child's education. With over 70 years of combined experience, their team collaborates with clients to tailor strategies to their specific financial needs and aspirations. Through the Merrill Personal Wealth Analysis™ and ongoing reviews, they help clients stay on track to achieve their goals and adjust their financial approach as life changes. As Merrill Lynch Wealth Management Advisors, they are committed to putting clients first and providing personalized investment strategies to address their individual needs and goals.
69 State St, Albany, NY 12207, United States -
Merrill Lynch Financial Advisor Zachery Freire
● ClosedMerrill Lynch Financial Advisor Zachery Freire, located at 69 State Street, Albany, New York, United States, is committed to understanding your values and helping you achieve your financial goals. With a focus on personalized wealth management strategies, Zachery and his team work to create flexible financial plans tailored to your individual needs. As a US Army Veteran, Zachery is also actively involved in community organizations such as The CEG's Veteran Connect Center. Through one-on-one conversations and the Merrill Personal Wealth Analysis™, Zachery helps clients build and document personalized financial plans centered on their goals. By utilizing the Investment Personality Assessment, he gains a deeper understanding of each client's investing preferences to customize their financial approach. With access to the investment insights of Merrill and the banking solutions of Bank of America, Zachery provides comprehensive financial strategies to help clients manage, grow, and preserve their wealth.
69 State St, Albany, NY 12207, United States -
Merrill Lynch Financial Advisor Andrew J Bullock
● ClosedMerrill Lynch Financial Advisor Andrew J Bullock, located at 69 State Street, Albany, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and global economy, the institution helps clients stay on track with their financial goals. By understanding the full financial picture of each client, personalized wealth management strategies are created to navigate the ever-changing market conditions. Merrill advisors provide investing insights and banking capabilities to help clients make informed decisions as they pursue their goals. With a focus on bringing fresh perspectives to financial life, Merrill goes beyond the traditional role of an advisor to help clients build a secure financial future. Please note that Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and it is recommended to consult with the appropriate advisors before making any financial decisions.
69 State St, Albany, NY 12207, United States -
Merrill Lynch Financial Advisor George D Wolf
● ClosedMerrill Lynch Financial Advisor George D Wolf, located at 69 State Street, Albany, New York, United States, is a finance institution dedicated to building strong relationships with clients through teamwork and involvement. The Connolly Swezey Wolf Group, part of Merrill Lynch, offers access to global investment capabilities and the banking convenience of Bank of America. Their mission is to be your primary source for financial advice, guiding you through the financial planning process with dedication and diligence. The institution believes in starting every relationship with a conversation to identify and prioritize your goals. By utilizing the Investment Personality Assessment, they aim to customize a financial approach that aligns with your investing preferences and helps you pursue your most important goals. With tools to track changes in your life and goals, they work to keep your financial approach reflective of your evolving needs.
69 State St, Albany, NY 12207, United States -
Merrill Lynch Financial Advisor Christopher M. Ingemie
● ClosedMerrill Lynch Financial Advisor Christopher M. Ingemie is a finance institution located at 26 Century Hill Drive, Latham, New York, United States. Moynihan, Reilly, Ingemie & Associates believes in building strong relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. They aim to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. Their personalized approach begins with getting to know you and your goals, utilizing the Investment Personality Assessment to understand your investing preferences. They offer tools to track changes in your life and goals, ensuring your financial approach reflects these changes. With access to investment insights and banking solutions, they work with you to develop a plan tailored to your financial needs.
26 Century Hill Dr, Latham, NY 12110, United States -
Merrill Lynch Financial Advisor Morgan P Brooks
● ClosedMerrill Lynch Financial Advisor Morgan P Brooks, located at 449 New York 146 in New York, United States, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting as they change over time. By starting with a conversation, your advisor helps you identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. The Investment Personality Assessment helps customize your financial approach based on your investing preferences. The institution offers personalized financial guidance, retirement planning, wealth preservation, and portfolio services. By working with clients' tax and legal advisors, the team helps address investment challenges. The Merrill Personal Wealth Analysis™ creates a personalized plan centered around your goals. Regular check-ins ensure your financial approach reflects any changes in your life or the market. Your advisor will review your progress and make adjustments as needed to help you achieve your goals. With a focus on putting you first, Merrill Lynch Wealth Management Advisors are dedicated to helping you build a customized investment approach to pursue your goals. The institution provides the latest investment insights, tips, and strategies to help you live your best financial life.
449 NY-146, Clifton Park, NY 12065, United States -
Merrill Lynch Financial Advisor Michael Spiros Lanides
● ClosedMerrill Lynch Financial Advisor Michael Spiros Lanides, located at 26 Century Hill Drive, Latham, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, clients can stay on track with their financial goals. By answering a few questions, clients can be matched with advisors best suited to their needs. The institution focuses on understanding each client's unique financial situation and goals to create personalized wealth management strategies. By combining the investment insights of Merrill with the banking solutions of Bank of America, clients can develop flexible strategies to navigate changing market conditions. The team aims to help clients pursue their financial goals while managing investment risk effectively.
26 Century Hill Dr, Latham, NY 12110, United States -
Merrill Lynch Financial Advisor Kenneth J Gallant
● ClosedMerrill Lynch Financial Advisor Kenneth J Gallant is a finance institution located at 449 New York 146, New York, United States. As Merrill advisors, we offer personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. We prioritize your goals and aspirations, whether it's wealth transfer, pursuing passions, or staying informed about financial decisions. Our Investment Personality Assessment helps us understand your investing preferences, and we use this knowledge to customize a financial approach that aligns with your goals. We believe in helping you manage, grow, and preserve your wealth while considering the impact on future generations. With access to Merrill's investment insights and Bank of America's banking solutions, we work with you to develop a financial plan that meets your needs. Our team is dedicated to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to document your personalized plan centered on your goals. Life and financial markets change, and we are here to help you stay on track and make adjustments as needed. Let's work together to achieve your financial goals and address fluctuations in the market. Our goal is to put you first and provide you with a customized investment approach to pursue your goals.
449 NY-146, Clifton Park, NY 12065, United States -
Merrill Lynch Financial Advisor Carrie Benson
● ClosedMerrill Lynch Financial Advisor Carrie Benson is a premier finance institution located at 449 New York 146, New York, United States. Our dedicated team works one-on-one with clients to develop personalized financial strategies tailored to help achieve long-term goals. We take the time to understand each client's unique priorities and financial situation, designing customized strategies to help manage investment risk and pursue personal financial objectives. Life is constantly evolving, and so are your financial needs. Our team is here to provide comprehensive strategies that align with your changing priorities, whether it's transferring wealth to the next generation, pursuing your passions, or staying informed about financial decisions. Through our Investment Personality Assessment and personalized approach, we aim to help clients pursue what matters most to them.
449 NY-146, Clifton Park, NY 12065, United States -
Merrill Lynch Financial Advisor Daniel S Sullivan
● ClosedMerrill Lynch Financial Advisor Daniel S Sullivan is a prestigious finance institution located at 26 Century Hill Drive, Latham, New York, United States. The institution is known for its exceptional client service and has been recognized by Forbes for its outstanding wealth management teams and next-generation wealth advisors. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They believe in understanding each client's goals and priorities to create a financial approach tailored to their needs. With access to the global resources of Merrill and banking solutions from Bank of America, the team helps clients manage, grow, and preserve their wealth. By utilizing tools like the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can develop personalized plans centered on each client's goals. The advisors at Merrill Lynch are committed to helping clients achieve their financial goals and stay on track, no matter how their life and the markets may change. With a focus on understanding each client personally, Merrill Lynch Financial Advisor Daniel S Sullivan offers customized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
26 Century Hill Dr, Latham, NY 12110, United States
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