Management consulting for organizations in New York, NY
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FourBridges Financial Group
● ClosedFourBridges Financial Group is a leading finance institution located in Rochester, New York, United States. We specialize in providing expert financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of finance, offering personalized solutions tailored to their unique needs and goals. Whether you are looking for investment advice, retirement planning, or wealth management services, FourBridges Financial Group is here to help you build a secure financial future. Visit us at 350 Linden Oaks to learn more about how we can assist you in achieving your financial objectives.
350 Linden Oaks #140, Rochester, NY 14625, United States -
PlanMember Securities Corporation
● ClosedPlanMember Securities Corporation is a finance institution located at 1574 Union Street, Schenectady, New York, United States. Specializing in helping individuals develop comprehensive financial strategies, the institution offers access to quality investment solutions to help clients achieve their retirement and investment goals. With over 40 years of experience, the institution caters to educators, employees of nonprofit and for-profit organizations, and individuals from all walks of life. The founder is also a guest speaker and has spoken at numerous public seminars and workshops across the country on topics such as estate planning, retirement planning, and wealth transfer strategies. As an independent advisor with PlanMember, clients can choose from a broad spectrum of investment options, including professionally managed mutual fund accounts and insurance programs. The institution also offers the PlanMember Services Program, a comprehensive retirement planning system designed to help individuals save for retirement. Representatives registered with PlanMember Securities Corporation offer securities and advisory services, and before investing, individuals are encouraged to carefully read prospectus(es) containing important information about investment objectives and risks. Plan for your future with PlanMember Securities Corporation and take the first step towards achieving your retirement goals.
1574 Union St, Schenectady, NY 12309, United States -
Bouchey Financial Group, Ltd.
● ClosedBouchey Financial Group, Ltd. is a finance institution located at 340 Broadway, Saratoga Springs, New York, United States. At Bouchey Financial, we strive to simplify investing and financial planning to empower our clients to make confident decisions. Our team members come from diverse backgrounds, allowing us to create a client-centric organization focused on our clients' financial success. We adhere to the highest ethical standards set by the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards. Since 1995, Bouchey Financial Group has been providing personalized wealth management services as an SEC Registered Investment Advisor. With nearly $1 billion in assets under management, we offer transparent and conflict-free financial solutions for individuals, families, and businesses. Our commitment to always putting our clients' interests first is unwavering.
340 Broadway 3rd floor, Saratoga Springs, NY 12866, United States -
Merrill Lynch Financial Advisor Christopher A Moore
● ClosedMerrill Lynch Financial Advisor Christopher A Moore, located at 1241 Pittsford Victor Road in Pittsford, New York, is dedicated to helping you manage your wealth by providing personalized wealth management strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Christopher Moore can help you create a flexible financial strategy tailored to your individual goals and priorities. By participating in the community and volunteering with local organizations, Christopher Moore values building relationships and understanding what matters most to you and your family. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Christopher Moore can help you develop a personalized plan that aligns with your aspirations and financial objectives. Whether you are planning for retirement, saving for a major purchase, or looking to pass on your wealth to future generations, Christopher Moore is committed to helping you achieve your financial goals. With a focus on staying informed and adapting to changes in your life and the financial markets, Christopher Moore will work with you to monitor your progress and make adjustments to your financial approach as needed. By prioritizing your goals and providing tailored investment strategies, Christopher Moore aims to help you turn your financial aspirations into reality. Contact Christopher Moore to learn more about how he can assist you in reaching your financial objectives.
1241 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Raftelis
● OpenRaftelis, located at 40 British American Boulevard in Latham, New York, is an institution that specializes in providing strategic planning implementation for local governments and utilities. They offer training for professionals in these fields to help improve the quality of life in the communities they serve. Raftelis utilizes data-driven insights and monitoring to assist organizations in achieving their goals while maintaining financial sustainability. They also offer services such as executive search and recruitment, rate studies, communications, and stakeholder engagement. Raftelis focuses on strengthening organizations for the communities they serve by providing support in areas such as finance, management, communication, and technology. They aim to help organizations set the direction for their future and achieve results. With the challenges of high inflation impacting water utilities, Raftelis offers solutions to navigate these difficulties and attract new talent through professional development opportunities.
40 British American Blvd, Latham, NY 12110, United States -
Paradigm Associates
● OpenParadigm Associates is a leading consulting firm located at 15 Danforth Road in Mechanicville, New York, United States. With a focus on providing innovative solutions and strategic guidance to businesses of all sizes, Paradigm Associates helps organizations navigate challenges and achieve their goals. Their team of experienced consultants is dedicated to delivering personalized services tailored to each client's unique needs. Whether you are looking to improve performance, streamline processes, or enhance leadership skills, Paradigm Associates is committed to helping you succeed. Contact them today to learn more about how they can support your organization's growth and development.
15 Danforth Rd, Mechanicville, NY 12118, United States -
Bookkeeping | Orchard Park | Precision Accounting Services, LLC
● OpenPrecision Accounting Services, LLC is your trusted partner for all your bookkeeping needs in Orchard Park, New York. Located at 14 Arrowood Lane, our team of experienced professionals is dedicated to providing accurate and reliable financial services for individuals and businesses. Whether you need help with managing your accounts, organizing your financial records, or preparing tax documents, we are here to help. With our precise attention to detail and commitment to excellence, you can trust us to handle your bookkeeping with precision and care. Contact us today to learn more about how we can assist you with your accounting needs.
14 Arrowood Ln, Orchard Park, NY 14127, United States -
Bank of America ATM (Drive-thru)
● OpenThe Bank of America ATM (Drive-thru) located at 43 Main Street in Hamburg, New York, is a convenient way for customers to access their banking needs without having to leave their vehicle. This ATM provides easy access to cash withdrawals, deposits, and account information for Bank of America customers. With its drive-thru feature, customers can quickly and efficiently complete their transactions without the need to park and enter a physical branch. This institution is a reliable and secure option for those looking to manage their finances on the go.
43 Main St, Hamburg, NY 14075, United States -
Bank of America Financial Center
● OpenThe Bank of America Financial Center located at 4049 Seneca Street in West Seneca, New York is a reputable financial institution offering a wide range of banking and financial services. As a prominent bank in the United States, Bank of America provides customers with convenient access to various financial products such as checking and savings accounts, loans, mortgages, and investment options. With a strong commitment to customer satisfaction and financial stability, the Bank of America Financial Center in West Seneca is a trusted partner for individuals and businesses looking to manage their finances effectively.
4049 Seneca St, West Seneca, NY 14224, United States -
Merrill Lynch Financial Advisor Michael A Anderson
● ClosedMerrill Lynch Financial Advisor Michael A Anderson is a finance institution located at 21 Masse Place, Batavia, New York, United States. With a focus on managing your wealth and understanding your financial goals, Michael Anderson can help create a personalized strategy tailored to your needs. By combining the investment insights of Merrill and the banking solutions of Bank of America, he offers a comprehensive approach to wealth management. Michael Anderson is committed to giving back to the community and volunteers with local organizations. With the support of the global resources of Merrill, his team is dedicated to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis, a personalized plan can be developed to help you achieve your financial goals.
21 Masse Pl, Batavia, NY 14020, United States -
Bank of America (with Drive-thru ATM)
● OpenBank of America is a well-known financial institution located at 1414 New York 300 in Newburgh, New York. As a full-service bank, customers can expect a wide range of financial services including checking and savings accounts, loans, and investment options. In addition to traditional banking services, this branch also offers the convenience of a drive-thru ATM for quick and easy access to cash. Whether you're looking to manage your finances or make a quick withdrawal, Bank of America in Newburgh has you covered.
1414 NY-300, Newburgh, NY 12550, United States -
Bank of America Financial Center
● OpenThe Bank of America Financial Center at 193 West 237th Street in New York, United States, is a leading institution in the world of banking and finance. With a long history of providing top-notch financial services to individuals, businesses, and organizations, this center is a trusted destination for all your banking needs. From checking and savings accounts to investment options and loans, the Bank of America Financial Center offers a wide range of services to help you manage and grow your finances. Visit us today to experience the expertise and excellence that sets us apart in the industry.
193 W 237th St, Bronx, NY 10463, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center at 38 Westchester Square in New York is a leading institution in the field of banking and finance. With a wide range of services including personal banking, business banking, investment opportunities, and financial planning, this center is dedicated to helping individuals and businesses achieve their financial goals. The knowledgeable staff at Bank of America is committed to providing excellent customer service and expert advice to help clients make informed decisions about their finances. Whether you need assistance with managing your accounts, securing a loan, or planning for the future, the Bank of America Financial Center is here to help. Visit us today to experience the convenience and reliability of banking with one of the most trusted names in the industry.
38 Westchester Square, Bronx, NY 10461, United States -
Merrill Lynch Financial Advisor Camillo D'Angelo
● ClosedMerrill Lynch Financial Advisor Camillo D'Angelo, located at 805 Northern Boulevard, Great Neck, New York, offers personalized wealth management strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Camillo D'Angelo can help you navigate the ever-changing market conditions and create a flexible financial strategy. As a part of the Merrill tradition of community involvement, Camillo volunteers with local organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis, a personalized plan can be developed centered on your aspirations and focused on achieving your desired outcomes. With a focus on understanding your priorities, family, and goals, Camillo D'Angelo works to create a financial approach that reflects your unique needs and situation. By utilizing the Investment Personality Assessment and ongoing conversations, Camillo can help you make informed investment decisions and adjust your financial approach as your life evolves. The goal is to help you manage, grow, and preserve your wealth while pursuing your financial objectives.
805 Northern Blvd, Great Neck, NY 11021, United States -
Merrill Lynch Financial Advisor Danny Xiao-Di Hu
● ClosedMerrill Lynch Financial Advisor Danny Xiao-Di Hu is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. With a focus on managing your wealth through a deep understanding of your financial picture, Danny Xiao-Di Hu can help create a flexible strategy tailored to your needs in today's changing market conditions. By providing access to investment insights from Merrill and banking solutions from Bank of America, personalized wealth management strategies can be developed to help you pursue your goals. Danny Xiao-Di Hu follows the Merrill tradition of community involvement, volunteering with local organizations. With the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be built and documented. Your financial advisor at Merrill Lynch Wealth Management focuses on what matters most to you, whether it's family, goals, or priorities. Through conversations and understanding your aspirations, a customized financial approach can be developed to help you manage, grow, and preserve your wealth today and for the future.
805 Northern Blvd, Great Neck, NY 11021, United States -
Merrill Lynch Financial Advisor Daniel F Ceriano
● ClosedLocated at 1325 Franklin Avenue in Garden City, New York, Merrill Lynch Financial Advisor Daniel F Ceriano is a finance institution that offers personalized wealth management services. As part of CDB Wealth Management, the team believes in building strong relationships through teamwork and involvement, utilizing the global investment capabilities of Merrill and banking convenience of Bank of America. The advisors and client associates at CDB Wealth Management are dedicated to providing financial advice and guidance tailored to each client's individual goals and priorities. The team at CDB Wealth Management focuses on putting the client at the center of the planning process, offering access to global investing capabilities and banking solutions to help identify and prioritize personal goals. Whether it's planning for education expenses, retirement, healthcare costs, or wealth preservation, the team works with clients to develop a personalized financial strategy aligned with their goals.
1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States -
Merrill Lynch Financial Advisor Len Baldassare
● ClosedMerrill 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.
300 Broadhollow Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Antonio D Fusco
● ClosedMerrill Lynch Financial Advisor Antonio D Fusco is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth begins with a thorough understanding of your financial situation. Antonio Fusco can help create a flexible strategy tailored to your unique goals, with access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on personalized wealth management strategies, Antonio Fusco is dedicated to helping you pursue your financial goals. As a Merrill Lynch Wealth Management Advisor, Antonio Fusco is committed to serving the community and volunteers with local organizations. Through the Merrill Personal Wealth Analysis™ process, he can develop a personalized plan centered on your goals and aspirations. By engaging in meaningful conversations, Antonio Fusco will work with you to understand your priorities and create a financial approach that aligns with your values. Antonio Fusco believes in building long-term relationships based on trust and understanding. By utilizing the Investment Personality Assessment and staying informed about your changing life circumstances, he can help you navigate financial decisions and achieve your goals. With a focus on personalized solutions and ongoing communication, Antonio Fusco is dedicated to helping you stay on track towards financial success.
50 NY-111, Smithtown, NY 11787, United States -
Merrill Lynch Financial Advisor Christopher Amadeo
● ClosedMerrill Lynch Financial Advisor Christopher Amadeo, located at 50 New York 111, Smithtown, New York, United States, specializes in personalized wealth management strategies tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Christopher can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, Christopher embodies the Merrill tradition of serving the community. Through Merrill Personal Wealth Analysis™, a personalized plan can be built to help you achieve your financial aspirations. By understanding your unique goals and priorities, Christopher can help you create a financial approach that reflects your personality and addresses fluctuations in the market. Whether you are planning for retirement, saving for a home, or funding a child's education, Christopher will work with you to develop a plan to manage, grow, and preserve your wealth while considering the impact for years to come. With a focus on building a one-on-one relationship with clients, Christopher aims to help you stay on track to achieve what matters most to you. Contact Christopher Amadeo today to start pursuing your financial goals with a dedicated Merrill Lynch Wealth Management Advisor.
50 NY-111, Smithtown, NY 11787, United States -
Financial Planning Association
● ClosedThe Financial Planning Association is a reputable institution located at 140 Fell Court in Hauppauge, New York, United States. As a finance-focused organization, they provide expert guidance and resources to help individuals and businesses effectively manage their finances and plan for the future. Whether you are looking to create a budget, save for retirement, or invest in the stock market, the Financial Planning Association offers a range of services to meet your financial needs. With a team of experienced professionals, they are dedicated to helping their clients achieve their financial goals and secure their financial future.
140 Fell Ct #107, Hauppauge, NY 11788, United States -
Merrill Lynch Financial Advisor Ashmi Dave
● ClosedMerrill Lynch Financial Advisor Ashmi Dave is located at 225 Liberty Street, South Tower, 38th Floor, New York, NY 10281, United States. With over 15 years of experience, Ashmi specializes in helping high net worth individuals, businesses, family offices, and institutions achieve their financial goals. She offers a comprehensive wealth management approach, including portfolio management, liability management, asset preservation, banking, retirement, and estate planning services. Ashmi values building strong relationships with her clients to provide guidance that positively impacts their financial futures. She holds an MBA with a specialization in Finance and the CRPC™ - Chartered Retirement Planning Counselor™ designation. Ashmi is also actively involved in giving back to the community by imparting financial literacy to underprivileged children through a non-profit organization. As a Merrill Lynch Wealth Management Advisor, Ashmi focuses on understanding her clients' goals and priorities to create personalized investment strategies. She believes in helping clients navigate life changes and market fluctuations to stay on track towards achieving their financial objectives. Ashmi is registered to do business in multiple states and offers a range of financial services, including investment advisory, financial planning, and more. Contact Ashmi Dave for personalized financial advice and strategies to help you live your best financial life.
225 Liberty St 40th Floor, New York, NY 10281, United States -
Merrill Lynch Financial Advisor Roger Mahfouz
● ClosedMerrill Lynch Financial Advisor Roger Mahfouz is a finance institution located at 225 Liberty Street, New York, United States. Roger Mahfouz is dedicated to managing your wealth by creating personalized strategies tailored to your financial goals. As part of the Merrill Lynch Wealth Management team, Roger Mahfouz offers access to investment insights from Merrill and banking solutions from Bank of America. By participating in the community and volunteering with local organizations, Roger Mahfouz demonstrates a commitment to serving the community. Through the Merrill Personal Wealth Analysis™, Roger Mahfouz can help you build a personalized financial plan focused on your aspirations and priorities. By understanding your investment personality and financial goals, Roger Mahfouz can customize an approach to help you achieve what matters most to you. With a focus on ongoing communication and adjustments to your financial approach, Roger Mahfouz aims to help you stay on track towards your goals. By getting to know you personally, Roger Mahfouz can offer a financial approach that reflects your unique needs and personality. As a registered financial advisor in multiple states, Roger Mahfouz is committed to helping clients navigate the complexities of their financial lives and achieve their goals. Contact Roger Mahfouz for personalized investment strategies and comprehensive financial solutions designed to help you live your best financial life.
225 Liberty St 40th Floor, New York, NY 10281, United States -
Financial Dynamics
● OpenFinancial Dynamics, located at 88 Pine Street in New York, is a leading finance institution that specializes in strategic communications. In today's fast-paced and complex business environment, effective communication with customers, employees, investors, and policymakers is crucial. Financial Dynamics, a part of FTI Consulting, helps business leaders navigate financial, regulatory, and reputational challenges while also seizing opportunities for growth and success. With a team of experienced strategic communications consultants around the world, Financial Dynamics assists organizations in managing crises, navigating market disruptions, and maintaining competitive positions. Their services include financial communications, crisis communications, M&A communications, corporate reputation management, public and government affairs, and data-driven design and digital strategy. By leveraging industry expertise, proprietary research, and a vast network of relationships with key influencers, Financial Dynamics ensures that the right message reaches the right audience at the right time.
88 Pine St, New York, NY 10005, United States -
Merrill Lynch Financial Advisor Joel B Joachim
● ClosedMerrill Lynch Financial Advisor Joel B Joachim, located at 200 Park Avenue, New York, is dedicated to understanding your financial goals and helping you achieve them. Their team of talented and experienced individuals offers personalized wealth management services to help you navigate investment risk and pursue your objectives. With a focus on simplicity and client education, they provide tailored strategies to help you turn your goals into reality. Joel B Joachim, a CERTIFIED FINANCIAL PLANNER™ certificant with over 27 years of experience, is committed to providing unbiased advice to high-net-worth families, non-profit organizations, and institutional clients. By combining modern portfolio theory with careful investment selection, Joel aims to bring a risk-managed approach to building and monitoring portfolios. As a qualified Portfolio Manager, Joel can help you pursue your objectives through personalized strategies tailored to your needs. Leveraging the global resources of Merrill Lynch, their team is dedicated to building strong client relationships based on trust and personalized service. Contact them today to start planning for your financial future.
200 Park Ave 13th Floor, New York, NY 10166, United States -
Merrill Lynch Financial Advisor Philip Dandridge Weyhe
● ClosedMerrill Lynch Financial Advisor Philip Dandridge Weyhe is a prestigious finance institution located at 200 Park Avenue, New York, New York, United States. Philip Weyhe, holding an MBA in Finance and prestigious designations such as CAP® Chartered Advisor in Philanthropy and CSRIC® Chartered Sustainable, Responsible and Impact Counselor, offers personalized financial advice to high net worth individuals and charitable organizations. With a focus on philanthropic planning, estate and legacy planning, and sustainable investing, Philip aims to help clients achieve their financial goals while making a positive impact on society. With a strong belief in ethical investing and sustainable practices, Philip provides tailored investment solutions grounded in sustainability pillars such as People, Planet, Principles of Governance, and Prosperity. With years of experience in the finance industry, Philip is dedicated to helping clients navigate the complexities of their financial lives and achieve their long-term objectives. As a Merrill Lynch Wealth Management Advisor, Philip is committed to putting clients first and providing personalized investment strategies to address their unique needs and goals. With a focus on building long-term relationships and staying on track regardless of market fluctuations, Philip strives to help clients live their best financial lives. Contact Merrill Lynch Financial Advisor Philip Dandridge Weyhe for personalized financial advice and investment solutions tailored to your individual needs.
200 Park Ave 13th Floor, New York, NY 10166, United States -
Merrill Lynch Financial Advisor Zalmen Lazaroff
● ClosedMerrill Lynch Financial Advisor Zalmen Lazaroff is a seasoned and savvy investment professional located at 75 Rockefeller Plaza in New York, United States. With nearly 30 years of experience in wealth management, Zalmen helps clients identify and prioritize their financial objectives before crafting and implementing customized investment management strategies for them. After spending 14 years with Morgan Stanley, Zalmen joined Merrill Lynch Wealth Management in 2009 and continues to serve clients in 18 states. Zalmen's personalized approach and commitment to understanding his clients as individuals set him apart in the industry. As a Senior Portfolio Advisor, Zalmen can manage custom investment strategies on a discretionary basis, drawing from a wide range of Merrill model portfolios and third-party investment strategies. Zalmen holds various certifications and actively supports charitable organizations, demonstrating his dedication to both his clients and his community. With a focus on building strong client relationships based on trust and personalized service, Zalmen and his team at Merrill Lynch Wealth Management are dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets.
75 Rockefeller Plaza, New York, NY 10019, United States -
Financial Industry Regulatory
● ClosedThe Financial Industry Regulatory Authority (FINRA) is located at 20 Broad Street in New York, United States. As a finance institution, FINRA provides a range of services to registered representatives, firm compliance professionals, arbitration and mediation case participants, and FINRA neutrals. Through FINRA Data, users can access non-commercial data, save data views, and manage a Bond Watchlist. Registered representatives can fulfill Continuing Education requirements and view their industry CRD record, while compliance professionals can access filings, run reports, and submit support tickets. The Dispute Resolution Portal allows case participants and neutrals to view case information and submit documents. FINRA safeguards market integrity, enabling investors and firms to participate with confidence. As a not-for-profit organization supervised by the SEC, FINRA works towards creating a regulatory environment that promotes collaboration, innovation, and fairness. BrokerCheck is a free tool to research the background and experience of financial brokers, advisers, and firms. FINRA actively promotes diversity, equity, and inclusion within its organization, industry, and communities. With a focus on investor safety and market participation, FINRA processes an average of 67 billion electronic records per day.
20 Broad St, New York, NY 10005, United States -
Merrill Lynch Financial Advisor Steven E. Eckna
● ClosedMerrill Lynch Financial Advisor Steven E. Eckna, located at 1325 Franklin Avenue in Garden City, New York, has over 20 years of experience in the financial services industry. Prior to joining Merrill Lynch Wealth Management, Steven traded equities on Wall Street for 16 years and advised high net worth individuals, businesses, and foundations on wealth management at Wells Fargo and Bank of New York. Steven works with a diverse range of clients, including financial industry executives, business owners, retirees, and non-profit organizations, providing transparent strategies to help preserve and grow wealth. Born and raised in Garden City, Steven is deeply involved in the community, serving as the president and founder of the Paul R. Eckna Foundation and the Friends of Garden City Football booster organization. He holds several FINRA registrations and believes in a consultative approach to wealth management, taking the time to understand each client's unique situation and goals. Through Merrill Personal Wealth Analysis™, Steven helps clients build personalized financial plans centered on their aspirations and priorities.
1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States -
Merrill Lynch Financial Advisor Raffaele DeGruttola
● ClosedMerrill Lynch Financial Advisor Raffaele DeGruttola is located at 1325 Franklin Avenue, Garden City, New York, United States. The institution, CDB Wealth Management, believes in building good relationships through teamwork and involvement, delivered by their advisors and wealth management client associates. They offer access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The team at CDB Wealth Management works with clients to identify and prioritize personal financial goals, such as funding education, retirement planning, healthcare costs, and wealth preservation. They offer personalized financial strategies aligned with each client's individual goals. The institution begins every relationship with a conversation to understand the client's priorities and goals. They utilize the Investment Personality Assessment to gain a deeper understanding of each client's investing preferences. The team at CDB Wealth Management helps clients track changes in their lives and goals to ensure their financial approach reflects these changes.
1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center at 79 Main Street in Port Washington, New York, is a leading financial institution offering a wide range of banking and financial services to individuals, businesses, and organizations. With a reputation for excellence and innovation, this bank provides convenient and secure banking solutions to help customers achieve their financial goals. From personal banking services such as checking and savings accounts to business loans and investment options, the Bank of America Financial Center is committed to providing top-notch customer service and financial expertise. Visit us today to learn how we can help you manage your finances and secure your financial future.
79 Main St, Port Washington, NY 11050, United States
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List of local businesses, places and services in New York
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