TOP 30 Best M&a advisory in New York City, New York

A.M. Ginsberg Advisory Group is a leading finance and insurance agency located at 421 Penbrooke Drive in Penfield, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial and insurance solutions to help our clients achieve their goals and protect their assets. With a focus on integrity and excellence, we strive to build long-lasting relationships with our clients based on trust and transparency. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Ashley M May is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. They offer a wide range of investment solutions from Merrill and banking products from Bank of America. The May Malfettone Gold Biblo Group is committed to helping clients work through financial issues and identify opportunities. They believe in transparent communication and establishing realistic expectations while reviewing risks and potential rewards with clients. The institution focuses on personalized wealth management strategies tailored to individual goals and priorities. They provide access to investment insights and banking solutions to help clients address their financial needs. The advisors at Merrill Lynch aim to understand each client's unique goals and priorities, offering customized financial approaches to help pursue what matters most to them. With tools to track changes in clients' lives and goals, the institution is dedicated to providing informed financial guidance to help clients reach their goals. Through a deep understanding of clients' investment preferences and priorities, the institution aims to create a financial approach that aligns with their aspirations. Merrill Lynch goes beyond traditional advisory roles to provide clients with investing insights and banking capabilities to make informed decisions in pursuit of their financial goals.

Todd M Stepniewski is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 500 North Broadway, Jericho, New York, United States. Todd 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Todd's expertise includes asset management, investment strategies, retirement planning, estate planning, risk management, and financial planning for individuals, retirees, small business owners, and high net worth clients. Todd is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

Bryan M. Gray, CPA P.C. is a reputable accounting and finance institution located at 160 Linden Oaks in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart from other accounting firms in the area. Whether you are an individual or a business owner, Bryan M. Gray, CPA P.C. is dedicated to helping you achieve your financial goals.

Merrill Lynch Wealth Management Advisor M Keefe Gorman, located at 235 South Cayuga Street, Ithaca, New York, United States, is a finance institution with over 15,000 Merrill Lynch Financial Advisors helping clients across all 50 states, District of Columbia, and several US territories achieve their financial goals. Investing involves risks, and Merrill Lynch offers a broad range of brokerage, investment advisory, and other services. The institution does not provide legal, tax, or accounting advice and recommends consulting with legal and/or tax advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, offering insurance and annuity products through Merrill Lynch Life Agency Inc. Trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are provided by Bank of America, N.A. and affiliated banks. The institution offers a variety of investment, insurance, and annuity products and services, with certifications and trademarks from reputable financial organizations. Merrill Lynch strives to provide clients with useful information about products and services through relationship-based ads and online behavioral advertising. Please note that Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, advisory, and investment banking activities are performed globally by the bank's affiliates. Securities, corporate advisory, and capital markets services are performed in Australia by Merrill Lynch Markets (Australia) Pty. Limited. Bank of America N.A. and DSP Merrill Lynch Limited are subsidiaries of Bank of America Corporation operating in India, offering a range of banking and financial services.

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 Joshua M. Miller, located at 1325 Franklin Avenue, Garden City, New York, United States, is a leading finance institution offering personalized financial strategies tailored to your individual goals and needs. As a Merrill advisor, Joshua M. Miller and his team prioritize understanding your aspirations, risk tolerance, and investment preferences to develop a comprehensive financial plan that aligns with your objectives. With over 60 years of collective experience, The Miller – Wachtler Group specializes in working with High Net Worth individuals, affluent families, and small to mid-sized businesses, providing customized financial solutions based on your unique circumstances. Recognized by Forbes for their exceptional client service, the team is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ and ongoing reviews of your financial approach, Joshua M. Miller and his team ensure that your plan evolves with your changing life and market conditions. Let Merrill Lynch Financial Advisor Joshua M. Miller help you achieve your financial goals and navigate the complexities of your financial life with confidence and personalized guidance.

Merrill Lynch Financial Advisor Christopher M Walters is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. Christopher M Walters has been recognized in Forbes' "America’s Top Wealth Management Teams High Net Worth" in 2022, 2023, and 2024, as well as in Forbes' "Top Next-Generation Wealth Advisors Best-in-State" in 2023. Supported by the global resources of Merrill, Christopher M Walters' team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Christopher M Walters helps individuals, families, and family offices advance a more thoughtful, cohesive, and purposeful approach to their wealth. With over 15 years of industry experience, Christopher is skilled in helping clients align their objectives with their unique risk tolerance, tax circumstances, and timeframes. He offers a creative and analytical approach grounded in a steadfast commitment to client well-being.

Merrill Lynch Financial Advisor Charles M Carson, located at 1325 Franklin Avenue in Garden City, New York, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by Forbes for their top wealth management teams and next-generation wealth advisors, the team at Merrill is dedicated to building strong client relationships based on trust and personalized service. Led by experienced individual Tom, who has over 15 years of industry experience and is a CERTIFIED FINANCIAL PLANNER™ certificant, the team offers a range of services including portfolio design, estate planning, and access to lending through Bank of America. With a focus on simplifying complex financial situations and aligning client objectives with their unique circumstances, the team at Merrill Lynch is committed to helping clients achieve their financial goals. By placing the investor at the center of their focus and understanding the individual needs and priorities of each client, Merrill Lynch Wealth Management offers tailored financial strategies designed to help clients pursue their goals and adapt over time. With access to investment insights, trust services, and lending solutions, the team at Merrill Lynch is dedicated to helping clients achieve what matters most to them.

Merrill Lynch Financial Advisor Gary M Kogel, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to helping clients achieve their financial goals. The institution believes in starting every relationship with a conversation to understand the client's priorities. By listening to the client's needs and goals, the institution can customize a financial approach to help them pursue what matters most. Utilizing research in behavioral finance, Merrill Lynch offers an Investment Personality Assessment to help understand the client's investing preferences. This assessment allows the institution to develop a personalized financial approach tailored to the client's goals. With access to investment insights and banking solutions, Merrill Lynch works with clients to address their financial needs and help them manage, grow, and preserve their wealth.

David M Barnett is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Your journey to finding the right advisor begins with a name and location. Investing comes with risks, and there is always the potential to lose money. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against losses in declining markets. Merrill Lynch, its affiliates, and financial advisors do not offer legal, tax, or accounting advice. It is recommended to consult with your legal and/or tax advisors before making any financial decisions. Merrill offers a wide range of brokerage, investment advisory, and other services. Additional information can be found in our Client Relationship Summary. Trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware, both subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch is a registered broker-dealer, registered investment adviser, and Member SIPC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. The institution strives to provide information about products and services that may be of interest to you. Relationship-based ads and online behavioral advertising help us achieve this goal. Please note that by clicking on certain links, you may be redirected to external websites with separate terms and privacy policies.

Bank of America Private Client Advisor Vincent A Keaveny, located at 300 Broadhollow Road in Melville, New York, offers wealth management guidance for clients with complex financial needs. With nearly two decades of experience, Vincent specializes in serving high-net-worth individuals, families, non-profit organizations, entrepreneurs, and more. He leads a team of specialists to deliver personalized wealth management strategies based on individual objectives. Vincent's background includes roles at JP Morgan Chase and Citigroup Investment Services before joining Bank of America Private Bank in 2004. He holds a B.A. in economics from Fordham University and an M.B.A. in finance from Hofstra University. Active in his community, Vincent enjoys competing in local running races and triathlons. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They listen carefully to clients' needs and goals to create tailored strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and leveraging the resources of Bank of America. Their commitment is to make clients' financial objectives a top priority, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. Through a focus on innovation and disciplined financial strategies, Bank of America Private Bank aims to help clients navigate evolving markets and the complexities of the financial landscape. Please note that Bank of America Private Bank's website may direct you to FINRA’S BrokerCheck and that they do not provide legal, tax, or accounting advice. It's recommended to consult legal and tax advisors before making financial decisions.

Johnson Lois M is a reputable accounting and finance institution located at 2335 Main Street in Collins, New York, United States. With a team of experienced professionals, they offer a wide range of services including financial consulting, tax preparation, auditing, and more. Whether you are an individual looking for help with your personal finances or a business in need of expert accounting services, Johnson Lois M is dedicated to providing top-notch solutions tailored to meet your specific needs. Their commitment to excellence and attention to detail make them a trusted partner for all your financial needs.

Lutz Kris M CPA is a renowned accounting and finance institution located at 4360 South Buffalo Street in Orchard Park, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Lutz Kris M CPA is dedicated to delivering top-notch expertise and personalized solutions to help you achieve your financial goals.

Wayne M. Scripa, CPA is a reputable accounting and finance institution located at 4317 East Genesee Street in Syracuse, New York. With a team of experienced professionals led by Wayne M. Scripa himself, the institution offers a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Wayne M. Scripa, CPA for accurate and reliable financial advice and services to help them achieve their financial goals.

Jacquelyn M Bell CPA PLLC is a reputable accounting and finance institution located at 7339 Tilton Road in Bloomfield, New York, United States. Specializing in providing expert financial services, including tax preparation, auditing, and consulting, this institution is dedicated to helping individuals and businesses manage their finances effectively. With a team of skilled professionals led by Jacquelyn M Bell, CPA, clients can trust in receiving top-notch financial guidance and support. Whether you're looking for assistance with bookkeeping, financial planning, or any other accounting needs, Jacquelyn M Bell CPA PLLC is committed to delivering personalized solutions tailored to your specific requirements.

Anthony M Buzzeo CPA PLLC is a reputable accounting and finance institution located at 411 Washington Avenue in Kingston, New York, United States. Specializing in providing accounting and advisory services for various industries such as real estate, municipal and non-profit organizations, small to mid-sized corporations, and high net-worth individuals, ABCPA is dedicated to delivering top-quality services to its clients through hard work and continuous learning. At ABCPA, building strong relationships with clients is key, as the institution aims to be their most trusted advisor. Offering customized plans tailored to each client's business goals and current position, services include audited, reviewed, or compiled financial statements for a range of industries, tax strategy development, and estate taxation education and assistance.

Louis M Iannucci CPA PC is a reputable accounting and finance institution located at 75 North Saw Mill River Road in Elmsford, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Whether you are an individual or a business owner, Louis M Iannucci CPA PC is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Trustworthy and efficient, this institution is committed to delivering top-notch services to meet your accounting and finance needs.

M.A.S. Associated LLC is a reputable finance institution located at 710 Castle Hill Avenue in New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, M.A.S. Associated LLC is the trusted choice for all your financial needs.

David M. Lipsky E.A. is a reputable accounting and finance institution located at 475 Main Street in Farmingdale, New York, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and consulting. Their dedicated team of professionals is committed to helping individuals and businesses achieve their financial goals. Whether you need help with tax filing or investment advice, David M. Lipsky E.A. is the go-to institution for all your accounting and finance needs.

Mc Mahon John M CPA is a reputable accounting and finance institution located at 491 Whitney Road in Penfield, New York, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch solutions tailored to meet the individual needs of their clients. Whether you are a small business owner or an individual looking for financial guidance, Mc Mahon John M CPA is committed to helping you achieve your financial goals.

Welcome to S & M Accounting Services LLC Located in the heart of Brooklyn at 1304 73rd Street, S & M Accounting Services LLC is your trusted partner for all your accounting and financial needs. We are committed to providing exceptional service to individuals and businesses in the New York area.

Welcome to Christopher M. Dennehy, CPA PC, your trusted partner in accounting and finance, located at 68 Ward Street, West Islip, New York. We understand that choosing the right accountant is a crucial decision. With us, you can rest assured that your personal and financial information is handled with the utmost confidentiality and care. At Christopher M. Dennehy, CPA PC, we prioritize your best interests, offering personalized services designed to save you time, money, and stress. Our commitment to staying informed on current and proposed regulations ensures that your financial strategies are always optimized for your unique situation.

Welcome to Candis Best, Financial Professional - New York Life Located at the iconic One World Trade Center, 285 Fulton Street, 39th Floor, Manhattan, New York, Candis Best offers tailored financial and insurance solutions to help you secure your future. As a trusted financial advisor with Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, Candis specializes in crafting personalized advisory services that cater to your unique needs and aspirations.

Welcome to Joseph M. Faller - Wilmington Advisors @ M&T, your trusted partner in financial planning and wealth management, conveniently located at 295 North Sea Road, Southampton, New York. As a premier financial advisory firm, we are dedicated to helping individuals, families, and businesses achieve their financial goals with personalized and strategic solutions. Our team of experienced advisors is committed to providing expert guidance in investment management, retirement planning, estate planning, and more. We understand the unique financial landscape of the Southampton community and strive to deliver tailored advice that aligns with your specific needs and aspirations.

Welcome to SoVous, your premier health and spa destination located at 9 East 68th Street in the heart of Manhattan, New York City. At SoVous, we embrace the philosophy that beauty is a gift — one that deserves to be cherished and nurtured. Our name, derived from the French phrase for ‘take care of you,’ embodies our commitment to providing each client with unparalleled attention and care in our state-of-the-art Aesthetics Center. Led by the esteemed Lisa M. Chevalier, M.M.S., PA-C, a renowned Master Injector and aesthetic expert, SoVous offers bespoke treatment plans that are meticulously tailored to highlight your natural beauty. Lisa’s profound love for the arts and her dedication to aesthetics converge to create a practice that not only enhances your appearance but also enriches your life. Her extensive experience and artistic insight ensure that every treatment delivers natural-looking, stunning results.

Welcome to Stephen Nicholas MD, located at 2 Overhill Road, Scarsdale, New York. Led by Dr. Stephen Nicholas, a distinguished authority in sports medicine, our practice is dedicated to providing exceptional orthopedic care. Dr. Nicholas is the founder and current director of NY Orthopedics and the Nicholas Institute of Sports Medicine and Athletic Trauma (NISMAT), the first hospital-based facility in the U.S. dedicated to the study of sports medicine. With a career spanning several decades, Dr. Nicholas has been a trusted orthopedic team physician for professional teams like the New York Jets and New York Islanders, as well as athletes from Hofstra University. His expertise and dedication have earned him the title of "One of New York’s Best Doctors" by New York Magazine for ten consecutive years.

Welcome to St. Frances Cabrini Shrine Nestled in the serene neighborhood of Northern Manhattan, St. Frances Cabrini Shrine stands majestically above the Hudson River, on a site lovingly chosen by Mother Cabrini herself. Located at 701 Fort Washington Avenue, this sacred place is not only a center of worship but also a beacon of hope and inspiration for countless visitors.

Weil, Gotshal & Manges LLP is a prestigious law firm located at 767 5th Avenue in New York, New York, United States. The firm is known for its exceptional legal services and strategic business advice, serving as trusted advisors to clients on their most critical issues. Recent accolades include the passing of Corporate Governance Legend Ira M. Millstein, the recognition of Drew Tulumello as one of "America's Top 200 Lawyers" by Forbes, and Elizabeth S. Weiswasser being named "Intellectual Property Litigator of the Year" at the 2024 Benchmark Litigation U.S. Awards. Annemargaret Connolly was also honored at the DC Appleseed Center for Law and Justice 2024 Gala.

J.S CPA PLLC is a well-established accounting and finance institution located in Yorktown Heights, New York, United States. With a team of highly skilled and experienced certified public accountants, we offer a wide range of services to individuals and businesses in the area. Our services include tax preparation, financial planning, auditing, and consulting. We strive to provide our clients with personalized and professional service to help them achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.