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TOP 30 Long term wealth planning in New City, NY
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Merrill Lynch Financial Advisor Roy Ku
Merrill Lynch Financial Advisor Roy Ku, located at 75 Rockefeller Plaza in New York City, is a Senior Financial Advisor with Merrill Lynch Wealth Management and a founding partner of The XK Group. With two decades of experience in the hedge fund industry and a background in investment banking, Roy is dedicated to providing creative solutions to meet the complex financial needs of his diverse clientele, including professionals in the technology and finance industries and families in the Asian community. Roy prioritizes putting his clients first, educating them to make informed decisions that have a long-term impact on their financial futures. By developing customized financial models and portfolios, Roy helps his clients achieve their goals and recapture valuable free time to focus on their passions and priorities. With a personalized approach to financial planning and investing, Roy aims to build strong client relationships based on trust and personalized service. As a Certified Private Wealth Advisor®, Roy is committed to helping his clients pursue their financial goals at every stage of life. Contact Roy Ku at Merrill Lynch for premier customer service and personalized financial solutions tailored to your unique circumstances.
Foresters Financial
Foresters Financial is a finance institution located at 40 Wall Street in New York, New York, United States. They provide a range of financial services including investment planning, retirement planning, insurance, and wealth management. With a focus on helping individuals and families achieve their financial goals, Foresters Financial offers personalized solutions tailored to each client's unique needs. Their team of experienced professionals is dedicated to providing top-notch customer service and expert financial advice. Whether you are looking to secure your financial future or grow your wealth, Foresters Financial is committed to helping you succeed.
Merrill Lynch Financial Advisor Kevin J Halpin
Merrill Lynch Financial Advisor Kevin J Halpin is a Vice President and Senior Financial Advisor located at 75 Rockefeller Plaza in New York, New York. With over 25 years of experience in the financial services industry, Kevin focuses on total wealth management and offers strategy-based solutions for personal and business finances based on clients' individual needs and goals. As a Portfolio Manager, Kevin uses his expertise in individual equity selection and modern portfolio theory to help clients of all financial backgrounds. He works closely with clients' other advisors to address short and long-term goals, providing personalized advice and specialized investment services. Kevin and his wife Julia, who also works at Merrill, have a combined length of service of over 50 years. At Merrill Lynch Wealth Management, Kevin believes in building personalized plans centered on clients' goals and priorities, helping them achieve financial success and pursue what matters most to them. With access to the investment insights of Merrill and banking solutions from Bank of America, Kevin works with clients to develop an approach designed to address their financial needs and help them achieve their goals. Through regular meetings and reviews, Kevin helps clients stay on track and adapt their financial approach to reflect changes in their lives and the market. Kevin is registered to do business in multiple states across the United States, offering personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
Merit Financial Partners, LLC
Merit Financial Partners, LLC is a finance institution located at 6964 Grand Avenue in New York, United States. Specializing in financial planning, investment management, and wealth preservation, Merit Financial Partners, LLC offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, the institution provides comprehensive financial solutions tailored to each client's individual needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Merit Financial Partners, LLC is dedicated to helping you secure a prosperous financial future.
Merrill Lynch Financial Advisor Michael J Luparella
Merrill Lynch Financial Advisor Michael J Luparella, located at 75 Rockefeller Plaza, New York, New York, United States, offers insights, observations, and ideas to help clients pursue their financial goals. With 15 years of experience in the financial services industry, Michael J Luparella and his team provide personalized wealth plans and access to banking solutions from Bank of America. They specialize in corporate benefit programs and help corporate executives integrate their benefits into a long-term financial approach. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. By using the Merrill Personal Wealth Analysis™, they can build a personalized plan centered on the client's goals. They believe in understanding each client's unique needs and priorities to create a financial approach that reflects their personality. Certified by the Certified Financial Planner Board of Standards, Inc., Michael Luparella is registered to do business in multiple states. Investing involves risk, and Merrill advisors do not provide legal, tax, or accounting advice. Contact Merrill Lynch Financial Advisor Michael J Luparella to start working towards your financial goals today.
Tariq Evans - Morgan Stanley
Tariq Evans - Morgan Stanley is a prestigious financial institution located at 1 Pennsylvania Plaza in New York City, New York, United States. With a reputation for excellence and expertise in the finance industry, Tariq Evans - Morgan Stanley provides a wide range of financial services to clients, including investment banking, wealth management, and asset management. The team of professionals at this institution is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, Tariq Evans - Morgan Stanley is committed to providing personalized solutions and exceptional service.
Merrill Lynch Financial Advisor Cathy L Hamill-Pidoto
Merrill Lynch Financial Advisor Cathy L Hamill-Pidoto is a finance institution located at 114 West 47th Street, New York, New York, United States. With over 15,000 Merrill Lynch Financial Advisors across all 50 states, District of Columbia, and several US territories, the institution aims to help clients achieve the lives they desire. Services offered include asset allocation, diversification, and rebalancing, however, investing involves risk and there is always potential for loss. Merrill Lynch does not provide legal, tax, or accounting advice and recommends consulting with appropriate advisors before making financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services through its affiliated companies. Clients can find the right advisor based on their location and connect by starting with a name. Banking products are provided by Bank of America, N.A. and affiliated banks. Additionally, Merrill Lynch offers insurance, annuity products, trust, and fiduciary services through its subsidiaries. The institution strives to provide information about products and services that may be of interest to clients. Please note that by clicking on links, you may be redirected to other websites not owned by Bank of America or its affiliates.
Merrill Lynch Financial Advisor Samuel Cherny
Merrill Lynch Financial Advisor Samuel Cherny is located at 75 Rockefeller Plaza in New York, New York, United States. As a financial advisor, Samuel Cherny focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. With over 80 years of experience, the Henneck/Cherny Group at Merrill Lynch Wealth Management assists individuals, families, and businesses in identifying and achieving their financial goals. Samuel Cherny began his career in financial services in 2015 after graduating from the University of Wisconsin-Madison with degrees in Personal Finance and Economics. He emphasizes a disciplined approach to investing and cash flows to help clients plan for the future. Some of his passions include customizing portfolios, streamlining retirement assets, and providing introductions to Bank of America and the Private Bank for services such as securing mortgages and estate planning.
Merrill Lynch Financial Advisor Sally Cai
Merrill Lynch Financial Advisor Sally Cai, located at 75 Rockefeller Plaza in New York, is a dedicated and experienced finance institution committed to building strong relationships with clients. Sally Cai, a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the Financial Services industry, focuses on servicing the needs of affluent families and businesses. Recognized by Forbes for her exemplary client service, Sally's wealth management approach is tailored to address the specific needs of each client, offering sound advice on creating long-term financial goals and implementing investment strategies. With access to the investment insights of Merrill Lynch Wealth Management and banking solutions from Bank of America, Sally works with clients to develop personalized plans to help achieve their financial goals. By starting with a conversation to understand each client's unique aspirations and priorities, Sally aims to provide disciplined strategies in all market cycles. Committed to community involvement and driven by a passion for delivering excellent service, Sally Cai is dedicated to helping clients pursue their financial goals and achieve long-term success.
Merrill Lynch Financial Advisor Frank Vincent Guzzone
Merrill Lynch Financial Advisor Frank Vincent Guzzone, located at 6965 Yellowstone Boulevard, New York, United States, is dedicated to helping successful business owners and career professionals navigate the complexities of wealth creation and preservation. With a background in film and a passion for storytelling, Frank strives to create personalized financial plans that align with his clients' aspirations and lifestyle needs. By incorporating a 360° planning discipline, Frank addresses both sides of his clients' balance sheets, offering guidance on credit, lending, and budgeting to help streamline their daily finances. Through collaboration and careful planning, Frank aims to bring order to his clients' financial lives, empowering them to pursue their goals with confidence and purpose. With a focus on building strong client relationships based on trust and personalized service, Frank and his team at Merrill Lynch Wealth Management provide comprehensive financial solutions tailored to each client's unique needs and priorities. By shifting the focus from chasing money to pursuing impact, passion, and purpose, Frank helps his clients use money as a tool to build a life they love and find meaningful. With a commitment to understanding his clients' goals and priorities at every stage of their lives, Frank provides ongoing support and guidance to help them stay on track and adapt their financial approach as needed. Whether you're planning for retirement, saving for a major purchase, or funding a child's education, Frank is dedicated to helping you make informed investment decisions that align with your personal values and long-term objectives. Through regular check-ins and adjustments to your financial strategy, Frank ensures that your approach remains aligned with your evolving goals and aspirations. Partner with Frank Vincent Guzzone to take control of your financial future and pursue the life you envision.
Edelman Financial Engines
Edelman Financial Engines is a leading financial institution located at 340 Madison Avenue in New York, New York. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides expert advice and personalized solutions to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your wealth, Edelman Financial Engines is dedicated to helping you secure a stable financial future.
Merrill Lynch Financial Advisor Steven J Kartchner
Merrill Lynch Financial Advisor Steven J Kartchner, located at 75 Rockefeller Plaza in New York, United States, is dedicated to managing your wealth through a personalized and flexible financial strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Steven Kartchner can help you pursue your financial aspirations. By participating in the community and volunteering with local organizations, Kartchner demonstrates a commitment to understanding and meeting the unique needs of his clients. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he can develop a customized plan centered on your priorities and preferences. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Kartchner offers expertise and guidance to help you navigate the complexities of the financial landscape, ensuring that your goals are always at the forefront of the planning process. With a focus on building long-term relationships and staying informed of changes in your life and the market, Steven Kartchner is dedicated to helping you achieve your financial goals and live your best financial life.
Summit Trail Advisors
Summit Trail Advisors is a leading financial institution located at 140 East 45th Street in New York City. Specializing in wealth management and financial planning, Summit Trail Advisors offers personalized solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to excellence, Summit Trail Advisors is dedicated to providing top-notch service and guidance to individuals and families seeking to secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, Summit Trail Advisors is here to help you every step of the way.
JK Financial
JK Financial is a leading finance institution located at 42-40 Bell Boulevard in New York, United States. Specializing in a wide range of financial services, including investment management, financial planning, and wealth management, JK Financial is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, JK Financial is a trusted partner for all your financial needs. Visit us today and let us help you secure your financial future.
Merrill Lynch Financial Advisor Jeffrey Schoenfeld
Merrill Lynch Financial Advisor Jeffrey Schoenfeld is a reputable finance institution located at 266 Merrick Road in Lynbrook, New York, United States. With years of experience and expertise in the financial industry, Jeffrey Schoenfeld provides personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Jeffrey Schoenfeld is dedicated to helping you make informed decisions and secure your financial future.
Merrill Lynch Financial Advisor Brandt Cybul
Merrill Lynch Financial Advisor Brandt Cybul is located at 75 Rockefeller Plaza in New York, New York, United States. Brandt has been in the finance industry since 2007 and joined Merrill Lynch Wealth Management in 2018. He offers personalized investment advice to help clients achieve their financial goals for both personal and business needs. With a focus on honesty, loyalty, and respect, Brandt believes in building long-term relationships with his clients. Brandt holds various registrations and licenses, including FINRA Series 7, 63, and 65, as well as NY Life & Health insurance. He is dedicated to providing tailored financial solutions to help clients manage, grow, and preserve their wealth. By understanding each client's unique goals and priorities, Brandt creates personalized plans to address their financial needs. With access to the resources of Merrill and Bank of America, Brandt's team is committed to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Brandt Cybul to start planning for your financial future today.
Edward Jones
Edward Jones is a renowned finance institution located at 21333 39th Avenue in New York, United States. With a strong reputation for providing personalized financial services and investment advice, Edward Jones is dedicated to helping individuals and families achieve their long-term financial goals. Their team of experienced financial advisors offers comprehensive wealth management solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones is committed to guiding you every step of the way. Visit their office in New York to start your journey towards financial success.
Jonathan Abrams - Financial Advisor, Ameriprise Financial Services, LLC
Jonathan Abrams is a Financial Advisor at Ameriprise Financial Services, LLC located at 265 Sunrise Highway, Rockville Centre, 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, Chartered Financial Consultant®, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in areas such as asset management, estate planning, retirement planning, investment analysis, and more. Jonathan is dedicated to providing personalized financial advice and helping individuals achieve their financial goals.
Weber Asset Management
Weber Asset Management is a reputable finance institution located at 1983 Marcus Avenue in New Hyde Park, New York, United States. With a strong focus on providing personalized investment strategies and financial planning services, Weber Asset Management is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers expert guidance and a wide range of investment options to meet the unique needs of each individual client. Trust Weber Asset Management to provide reliable and comprehensive financial solutions tailored to your specific needs.
Mirquest Financial LLC
Mirquest Financial LLC is a finance institution located at 1981 Marcus Avenue, New Hyde Park, New York, United States. Our representatives offer a range of products and services under the business names MirQuest Financial, LLC for insurance and financial services, Ameritas Investment Company, LLC (AIC) for securities and investments, and Ameritas Advisory Services (AAS) for investment advisory services. AIC and AAS are not affiliated with MirQuest Financial, LLC. Visit our website to watch interesting videos and learn more about our offerings. Check the background of our investment professionals for your peace of mind.
Merrill Lynch Financial Advisor Ryan Meca
Merrill Lynch Financial Advisor Ryan Meca is a trusted institution located at 1325 Franklin Avenue, Garden City, New York, United States. Specializing in finance, Ryan Meca is dedicated to managing your wealth by creating personalized strategies tailored to your goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Ryan Meca can help you pursue your financial aspirations and navigate changing market conditions. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed to help you achieve your goals and priorities over time. By understanding your unique investment personality and preferences, Ryan Meca can customize a financial approach that aligns with your values and aspirations. With a focus on building long-term relationships, Ryan Meca is committed to helping you stay on track and adapt to life changes and market fluctuations. Let Ryan Meca guide you towards financial success and help you live your best financial life.
CJW Financial Associates
CJW Financial Associates is a reputable finance institution located at One Old Country Road in Carle Place, New York, United States. With a team of experienced financial experts, CJW Financial Associates offers a wide range of financial services to individuals and businesses. Whether you need assistance with investment planning, retirement savings, or wealth management, CJW Financial Associates is dedicated to helping you achieve your financial goals. Visit us today to learn more about our services and how we can help you secure a brighter financial future.
Mark Palios - Raymond James
Mark Palios - Raymond James is a reputable finance institution located at 100 Quentin Roosevelt Boulevard in Garden City, New York. With a focus on providing top-notch financial services and investment solutions, this institution is dedicated to helping clients achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment advice, the experienced professionals at Mark Palios - Raymond James are here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, this institution is the go-to choice for all your financial needs.
Merrill Lynch Financial Advisor Pat Zinnanti
Merrill Lynch Financial Advisor Pat Zinnanti, located at 1325 Franklin Avenue, Garden City, New York, United States, is a finance institution focused on building strong client relationships based on trust and personalized service. Every relationship begins with a conversation to identify and prioritize your goals, whether it's transferring wealth, planning for retirement, or funding a child's education. The institution believes in understanding you personally to create a financial approach that reflects your personality and helps you achieve your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop a customized strategy to address your financial needs. The team of talented individuals at Merrill Lynch Wealth Management Advisors is committed to helping you navigate the complexities of your financial life and pursue your goals. Whether you need help managing fluctuations in the market or changes in your life, they are there to guide you every step of the way. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Pat Zinnanti is dedicated to helping you live your best financial life.
Copley Financial Group, Inc.
Copley Financial Group, Inc. is a finance institution located at 405 RXR Plaza, Uniondale, New York, United States. Our mission is to provide innovative strategies to help clients achieve financial security in retirement. We are committed to building lifelong relationships with our clients and always act in their best interests. Working with a Financial Planner can potentially increase annual returns by 3.5%, leading to significant wealth accumulation over time. We offer complimentary retirement planning consultations to help clients find a suitable strategy. Investing involves risk, and past performance does not guarantee future results. Trust us to enhance the value of our professional advice and help secure your financial future.
Merrill Lynch Financial Advisor Steven Scher
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.
Edward Jones - Financial Advisor: Laura A Raad
Edward Jones - Financial Advisor: Laura A Raad is a reputable finance institution located at 1005 Park Boulevard, Massapequa Park, New York, United States. Laura A Raad is a trusted financial advisor who provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Laura A Raad offers expert advice on investments, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for a secure future, Edward Jones - Financial Advisor: Laura A Raad is dedicated to helping you navigate the complex world of finance with confidence.
John Hartnagel - Prudential Financial
John Hartnagel - Prudential Financial is a reputable finance and insurance agency located at 898 North Broadway in Massapequa, New York, United States. With a strong focus on providing personalized financial solutions and insurance products to meet the unique needs of each client, John Hartnagel - Prudential Financial is committed to helping individuals and businesses secure their financial future. The experienced team at this institution strives to offer top-notch services and expert advice to ensure their clients make informed decisions when it comes to managing their finances and protecting their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, John Hartnagel - Prudential Financial is dedicated to helping you achieve your financial goals.
Vincent Joseph Pernice: Primerica - Financial Services
Vincent Joseph Pernice: Primerica - Financial Services is a trusted finance and insurance agency located at 898 North Broadway in Massapequa, New York, United States. With a commitment to providing top-notch financial services, Vincent Joseph Pernice and his team offer a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, Primerica is dedicated to providing personalized and comprehensive financial services to meet your needs. Contact Vincent Joseph Pernice: Primerica - Financial Services today to start securing your financial future.
Merrill Lynch Financial Advisor Philip Siegel
Merrill Lynch Financial Advisor Philip Siegel is located at 1305 Walt Whitman Road in Melville, New York, United States. With a focus on wealth planning, Phil brings innovative ideas to successful individuals in various industries, such as sports and entertainment, technology, and healthcare. He is dedicated to building strong relationships with his clients and helping them make important financial decisions for themselves and their families. Phil is a Certified Financial Planner™ and Chartered Retirement Planning CounselorSM, with a Bachelor's degree in Finance from The George Washington University. He believes in a defined process for building wealth, emphasizing strategies that can create long-term results. Phil works closely with clients to understand their goals, risk tolerance, and investment objectives, creating personalized asset allocation plans that may include dividend-paying stocks, technology companies, ETFs, and alternative investments.
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