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Merrill Lynch Financial Advisor Patrick J Buettner is a finance institution located at 6245 Sheridan Drive, Williamsville, New York, United States. With over 30 years of experience in the financial services industry, Patrick J. Buettner focuses on developing strategies and advice for individuals, families, and businesses to help them achieve their short and long-term financial goals. He is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, operating out of the Williamsville, NY office. Patrick holds a degree in Finance from Canisius College and has an AAMS designation from the College for Financial Planning Institutes Corp. He is also a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies. Patrick is dedicated to building strong client relationships based on trust and personalized service, and believes in the importance of community involvement. By listening to his clients and understanding their goals and priorities, Patrick creates personalized financial plans to help them achieve financial success. With access to the resources of Merrill and Bank of America, he offers advice and guidance based on individual needs and market conditions, helping clients stay on track to reach their financial goals. Let Merrill Lynch Financial Advisor Patrick J Buettner help you achieve your financial objectives and secure your financial future.

Merrill Lynch Financial Advisor Robert C. Walter is located at 6245 Sheridan Drive, Williamsville, New York, United States. This institution is dedicated to providing personalized financial services to clients, with a team of experienced individuals committed to building strong client relationships based on trust and personalized service. The advisors at Merrill have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The institution offers a range of services, including wealth management and investment planning, to help clients pursue their financial goals. With access to the global resources of Merrill and banking solutions from Bank of America, the team at Merrill works with clients to develop personalized financial approaches designed to address their unique needs. The advisors at Merrill believe in understanding each client's goals and priorities to create a customized plan intended to help manage, grow, and preserve their wealth. By engaging in conversations with clients, the team at Merrill helps identify and prioritize goals that matter most to them, providing advice and guidance to help them achieve financial success. Through tools like the Investment Personality Assessment, Merrill gets to know clients better as investors and refines their investing preferences to create a financial approach tailored to their needs. The institution offers ongoing support to help clients stay on track and adapt their financial approach to reflect changes in their life and the financial markets. Merrill Lynch Financial Advisor Robert C. Walter is committed to helping clients achieve their goals and live their best financial life by providing personalized investment strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor Don Theodorou is a leading finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. With a focus on managing your wealth, Don Theodorou offers personalized wealth management strategies tailored to your goals and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Don Theodorou can help you create a flexible financial strategy to navigate today's changing market conditions. Through Merrill Personal Wealth Analysis™, Don Theodorou can help you build a personalized plan centered on your goals and aspirations. By starting with a conversation to understand what matters most to you, Don Theodorou can assist with a range of financial needs, from retirement planning to funding a child's education. With a deep understanding of behavioral finance, Don Theodorou uses the Investment Personality Assessment to customize your financial approach and help you pursue what matters most.

Merrill Lynch Financial Advisor Jacob Newkirk is a finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Committed to building and maintaining strong relationships with clients, they are accessible, knowledgeable, and experienced. Their mission is to understand each client's unique financial goals and aspirations, designing comprehensive strategies to help manage investment risk and pursue personal financial objectives. Their team, supported by the global resources of Merrill, consists of talented individuals dedicated to providing personalized service and building trust-based client relationships. Through the Merrill Personal Wealth Analysis™ tool, they can create and document personalized financial plans centered on individual goals and aspirations.

Merrill Lynch Financial Advisor Jeffrey Garcia, located at 1241 Pittsford Victor Road, Pittsford, New York, United States, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jeffrey Garcia can help you navigate changing market conditions and develop a flexible financial plan. By participating in the community and volunteering with local organizations, Jeffrey Garcia demonstrates a commitment to serving clients beyond just financial advice. Through the Merrill Personal Wealth Analysis™ process, a personalized plan centered on your aspirations and priorities can be created to help you achieve your long-term financial objectives. With a focus on understanding your unique needs and values, Jeffrey Garcia works with you to design a financial approach that aligns with your life priorities. By continuously reviewing and adjusting your financial strategy as your goals evolve, Jeffrey Garcia aims to help you stay on track to achieve what matters most to you. As a Chartered Retirement Planning Counselor™, Jeffrey Garcia is registered to do business in multiple states and offers comprehensive financial solutions to help you live your best financial life. Contact Merrill Lynch Financial Advisor Jeffrey Garcia to start working towards your financial goals today.

Merrill Lynch Financial Advisor Gary M Fitch is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The financial advisor focuses on the things you care about most- family, goals, and priorities, adapting to changes over the years. The mission is to understand you and what matters most, designing a personalized plan to help you pursue financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution helps address your financial needs and goals. The advisors believe in a personalized approach that helps you turn your aspirations into reality, whether it's planning for retirement, saving for a home, or funding a child's education. The institution offers personalized investment strategies and comprehensive financial solutions to help you achieve your goals. With a focus on understanding your unique needs and priorities, the advisors work to help you stay on track regardless of market fluctuations. The institution provides the latest investment insights, tips, and strategies to help you live your best financial life. Whether you are planning for the future, considering investments, or managing your wealth, Merrill Lynch Financial Advisor Gary M Fitch is dedicated to helping you achieve your goals.

Merrill Lynch Financial Advisor Eric M Johnson, located at 108 North Front Street, Kingston, New York, United States, offers personalized financial solutions to clients based on their risk tolerance, investment goals, and overall financial needs. Eric Johnson, a Vice President and Senior Financial Advisor with over 40 years of experience, helps clients with asset allocation, money management, estate planning, and charitable gifting. He holds the Chartered Retirement Planning Counselor designation and focuses on developing customized plans to help clients achieve their long-term wealth accumulation goals. With access to the global resources of Merrill and Bank of America, Eric and his team provide personalized service and build strong client relationships based on trust. Whether you are planning for retirement, saving for a home, or funding a child's education, Eric's approach is centered on understanding your goals and priorities to help you achieve financial success. By staying informed about changes in your life and the financial markets, Eric ensures that your financial approach is always aligned with your evolving needs. Contact Eric Johnson at Merrill Lynch Wealth Management to start building a customized investment approach tailored to your unique financial situation and goals.

Merrill Lynch Financial Advisor Michael M. Mattes, located at 2649 South Road in Poughkeepsie, New York, is a trusted institution specializing in finance. As a Wealth Management Advisor and Senior Vice President with over a decade of experience, Michael focuses on creating personalized wealth management strategies tailored to individual needs. Through Merrill Personal Wealth Analysis™, Michael helps clients build and document personalized plans centered on their goals and aspirations. By prioritizing conversations with clients, Michael aims to understand their unique financial goals and priorities, whether it's planning for future generations, pursuing passions, or managing wealth for long-term growth. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael works with clients to develop customized approaches designed to address their financial needs.

Merrill Lynch Financial Advisor Melanie Hammond, located at 108 North Front Street, Kingston, New York, United States, offers personalized wealth management strategies tailored to your financial goals. With access to Merrill's investment insights and Bank of America's banking solutions, Melanie can help you navigate the ever-changing market conditions. She believes in building long-lasting relationships with clients, understanding their priorities, and designing customized financial plans to help them achieve their goals. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Melanie ensures that your financial approach aligns with your unique preferences and aspirations. As a Chartered Retirement Planning Counselor™, Melanie is equipped to guide you through various life stages and provide expert advice on wealth management. Whether you are planning for retirement, saving for a major purchase, or passing on your wealth to future generations, Melanie is dedicated to helping you succeed financially. With a focus on personalized service and ongoing communication, Melanie strives to keep you on track towards achieving your financial objectives. Contact Melanie Hammond to start your journey towards financial success today.

Ameriprise Financial is a finance institution located at 25 Market Street, Poughkeepsie, New York, United States. They offer a range of certifications and designations for financial professionals, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics, from estate planning to retirement planning, investment strategies, and more. Ameriprise Financial is committed to providing clients with expert advice and guidance from highly qualified professionals.

Merrill Lynch Financial Advisor Joseph Boccaccio, located at 75 Rockefeller Plaza in New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Joseph Boccaccio can help you pursue your aspirations and navigate the ever-changing market conditions. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. By conducting a Merrill Personal Wealth Analysis™, Joseph Boccaccio can create a personalized plan centered on your goals and priorities, ensuring that your financial approach reflects your unique needs. Whether you are planning for retirement, saving for a major purchase, or considering passing on wealth to future generations, Joseph Boccaccio will work with you to develop a customized approach designed to address your financial needs. As a Certified Financial Planner and a Chartered Retirement Planning Counselor, Joseph Boccaccio is equipped to provide you with the expertise and guidance needed to help you achieve your financial goals. Let Joseph Boccaccio and his team at Merrill Lynch Wealth Management help you navigate the complexities of your financial life and create a customized investment strategy to pursue your aspirations.

The Sundheim Group, located at 1 Bridge Street in Irvington, New York, is a team of experienced professionals with a deep understanding of both the hard and soft aspects of team dynamics. Led by Joanna Rupp, Managing Director at the University of Chicago Office of Investments, and Mike Kelly, Former Managing Director at Morgan Stanley, the group offers unparalleled insight into optimizing team relationships. Feeling the strain of the current environment on your team? The Sundheim Group offers a solution with their "Come Together" virtual retreat, designed for teams of 5-15 people to pause, reconnect, and realign in a structured yet informal setting.

Merrill Lynch Financial Advisor Dennis W. Singh is located at 805 Northern Boulevard, Great Neck, New York, United States. Dennis has extensive experience in the financial services industry, working in various capacities in Australia, Switzerland, and the United States since 1998. He offers solutions tailored to his clients' risk tolerances, time horizons, and overall investment goals, covering areas such as credit and lending, investment planning, retirement planning, and income replacement strategies. Dennis is dedicated to helping individuals, families, businesses, and organizations achieve their financial goals. He is skilled in working with professional organizations to enhance their membership value and helps business clients create passive income streams through revenue sharing programs. Dennis holds FINRA registrations and is a member of the Market Technicians Association and the Chicago Board of Options Exchange.

Merrill Lynch Financial Advisor Amanda Barclay, located at 805 Northern Boulevard, Great Neck, New York, is a distinguished financial institution that prides itself on providing exemplary client service. Amanda Barclay, a Senior Financial Advisor and Senior Vice President, leads the Barclay Group in guiding multigenerational families and Corporate Executives through specialized wealth advisory services. The institution offers personalized wealth management, executive compensation structuring, succession planning, trusts, foundations, insurance, and alternative investments. Amanda Barclay is a recognized leader in the financial industry, having been named in Forbes' "Top Women Wealth Advisors Best-in-State” 2024. With a career that began in 1999, Amanda is committed to empowering clients to feel confident, connected, and in control of their financial futures. She volunteers in her community to empower women with confidence and success, supporting science, medical services, and underserved women.

Merrill Lynch Financial Advisor Richard R O'Connor is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. They specialize in managing wealth through personalized strategies that adapt to changing market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, they work to help clients pursue their financial goals through personalized wealth management strategies. Their approach begins with a conversation to understand the client's priorities, goals, and aspirations. By utilizing the Merrill Personal Wealth Analysis™, they can create a personalized plan centered on the client's goals. Their Investment Personality Assessment helps tailor the financial approach to the individual's preferences, ensuring that the strategy aligns with what matters most to the client.

Merrill Lynch Financial Advisor Edna Eidelberg, located at 805 Northern Boulevard, Great Neck, New York, is dedicated to developing strong relationships with each client and providing personalized financial guidance as life situations change. With over 30 years of experience at Merrill Lynch Wealth Management, Edna focuses on helping clients achieve their personal and financial goals through tailored wealth management strategies. She works with individuals, families, small businesses, and non-profit organizations on education, retirement, estate planning, and more. Edna received her Bachelor of Science Degree from Cornell University and a Master of Business Administration from Baruch College. At Merrill Lynch Wealth Management, the team is committed to putting clients' interests first and giving back to the community through volunteering. The Merrill Personal Wealth Analysis™ helps build personalized financial plans centered on clients' goals. The team, supported by the global resources of Merrill, consists of talented individuals dedicated to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.

Merrill Lynch Financial Advisor Robert LaPietra, located at 75 Rockefeller Plaza in New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Robert LaPietra can help you navigate the ever-changing market conditions and create a flexible strategy to help you pursue your aspirations. Robert LaPietra follows the Merrill tradition of community involvement, volunteering with organizations to give back to the community. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. By understanding your investment personality and financial objectives, Robert LaPietra works with you to design and implement a customized financial approach that aligns with your life priorities.

Merrill Lynch Financial Advisor Joseph Siemens is a seasoned professional with over 30 years of experience in the finance industry. Located at 225 Liberty Street in New York City, Joseph Siemens offers personalized financial planning services to clients across the United States. Having started his career at a regional firm in Louisville, Kentucky, Joseph Siemens now serves as a Senior Portfolio Manager at Merrill Lynch Wealth Management's Manhattan Rockefeller Center office. He also maintains offices in Key West, Florida, and the financial district in New York City.

Merrill Lynch Financial Advisor Steven Neal, located at 75 Rockefeller Plaza in New York, offers personalized wealth management strategies tailored to your goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Steven Neal and his team are dedicated to building strong client relationships based on trust and personalized service. By understanding your financial picture and what matters most to you, they can help you create a flexible strategy to navigate today's changing market conditions. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Steven Neal will work with you to develop a personalized plan designed to help you achieve your financial goals. With a focus on understanding your unique needs and priorities, Steven Neal is committed to helping you pursue what matters most to you.

Merrill Lynch Financial Advisor Marshall I Dumont is a reputable institution located at 75 Rockefeller Plaza in New York, United States. With 40 years of experience in the financial services industry, Marshall focuses on serving his growing clientele by providing personalized financial planning services. He holds a bachelor's degree in Hotel Management from Cornell University and an MBA in International Business from CUNY-Baruch College. Marshall follows the Merrill tradition of community involvement and volunteering. At Merrill Lynch Wealth Management, Marshall believes in building a personalized financial plan centered on your goals and priorities. By understanding your unique needs and aspirations, he can help you pursue your financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. The institution offers the Merrill Personal Wealth Analysis™ to help clients document their financial goals and track changes in their financial approach over time.

Tri Point Capital Advisors, located at 17 State Street in New York, is a finance institution specializing in capital markets advisory, corporate consulting, mergers and acquisitions, corporate development, corporate governance, and compliance services. Our clients, both private and public companies primarily from Asia, fall within the "middle market" category with revenues ranging from $5 million to $200 million across various sectors. Led by experienced principals Mark Elenowitz, Mike Boswell, and Lou Taubman, Tri Point offers a full suite of services to assist new and growing companies in navigating the complexities of today's business environment. From concept formation to business plan development, operations, mergers and acquisitions, and private/public financing, our team brings a wealth of expertise and industry connections to every client. We work closely with companies to accelerate their growth and entry into the public markets, providing ongoing corporate development and compliance support. While not a broker dealer or registered investment advisor, we act as a "finder" in certain transactions, introducing clients to potential acquisition candidates without negotiating business combinations. Our fee structure is designed to offer fair returns for our services, leveraging our relationships with outside firms to provide high-quality bundled services at a lower cost. Management members are licensed with Digital Offering, LLC, a licensed broker-dealer, for securities transactions conducted under separate agreements. Additionally, Mr. Elenowitz is a member of Cambria Capital, LLC, where certain securities transactions may also take place.

Merrill Lynch Financial Advisor Clayton Cohen, located at 75 Rockefeller Plaza in New York, is dedicated to helping you manage your wealth through personalized strategies tailored to your financial goals. With access to the investment insights of Merrill Lynch and the banking solutions of Bank of America, Clayton Cohen can assist you in navigating today's changing market conditions. By participating in community service and volunteering, Clayton Cohen embodies the Merrill tradition of serving the communities we work in. Through the Merrill Personal Wealth Analysis™, Clayton Cohen can develop a personalized plan centered on your aspirations and priorities. By understanding your investment personality and goals, Clayton Cohen can customize a financial approach to help you pursue what matters most to you. Whether you are planning for retirement, saving for a home, or considering passing on your wealth to future generations, Clayton Cohen can work with you to create a plan to manage, grow, and preserve your wealth.

Merrill Lynch Financial Advisor Ken Schneider is located at 114 West 47th Street in New York, United States. Ken provides wealth management advice and guidance to affluent individuals and their families, creating tailored investment management strategies to help clients reach their financial goals. With over two decades of experience in the public finance industry, Ken offers expertise in structuring and pricing tax-exempt and taxable municipal bond issues. Ken holds a BA in Economics from the University of California, Berkeley and an MBA from the Columbia Business School. He is actively involved in his community, serving on the board of his town's Little League and organizing charity fund-raising events. Ken is licensed in Life, Accident, and Health insurance, and holds FINRA registrations Series 7, 63, and 65.

losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Wealth management, as the name suggests, involves managing your wealth in a way that can help you achieve your financial goals. This can involve a variety of services, including investment management, financial planning, retirement planning, estate planning, tax planning, and more. Merrill Lynch Financial Advisor Max Myers, located at 75 Rockefeller Plaza in New York, offers personalized wealth management services to affluent clients. Max takes a Goals-Based Wealth Management approach, focusing on understanding each client's risk tolerance and life objectives to help them achieve their short, medium, and long-term financial goals. With a background in finance and management, Max has years of experience managing relationships with high-net-worth individuals and institutions.

Merrill Lynch Wealth Management, located at 474 Fulton Street in New York, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The branch is dedicated to supporting the economic, social, and cultural life of the communities it serves through volunteerism and charitable outreach. With a team of experienced advisors, Merrill Lynch Wealth Management provides financial strategies tailored to meet the unique goals and needs of each client. These strategies go beyond wealth planning advice to include retirement income planning, guidance on concentrated stock positions, and access to estate planning services.

Merrill Lynch Financial Advisor Daniel G Kiashek is a finance institution located at 225 Liberty Street, New York, New York, United States. They offer the investment insights of Merrill® along with access to the banking convenience and lending solutions of Bank of America. Daniel G. Kiashek, Senior Financial Advisor, has a wealth of experience advising Ultra High Net Worth clients since 2011. He is dedicated to helping clients explore financial possibilities in today's changing markets. Daniel holds a B.A. in Automotive Design from Coventry University and an M.B.A. from NYU’s Leonard N. Stern School of Business. He is passionate about supporting the LGBTQ Community and its Allies. Merrill Personal Wealth Analysis™ is used to build personalized plans centered on clients' goals and priorities. The institution focuses on understanding clients' changing needs over time and offers tools to help track these changes in their financial approach. Daniel Kiashek is registered to do business in multiple states and provides personalized investment strategies tailored to each client's unique needs and financial situation.

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.

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.

Akropolis Agency Inc. is a trusted insurance agency located at 1922 Chili Avenue in Rochester, New York. Our dedicated team is committed to keeping you and your home safe in the face of any unexpected events. We offer a range of insurance options, from custom packages to expert advice on the best coverage for your needs. As an independent agent, we work with multiple insurance providers to find the most competitive rates that suit your personal or business requirements. Whether you need coverage for your car, home, or business, we have you covered. Contact us today for a free quote and let us show you how to protect what matters most to you.