TOP 10 Merrill lynch financial advisor reviews in New York, NY
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Merrill Lynch Financial Advisor Walter C Szturma
● OpenMerrill Lynch Financial Advisor Walter C Szturma is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Walter has been with Merrill since 1978, bringing with him a wealth of experience from his time at the New York Stock Exchange. His disciplined and creative approach to financial advising has helped him build successful relationships with families and businesses. With a background in music and entrepreneurship, Walter offers personalized recommendations that prioritize the needs and goals of his clients. He leverages the resources at Merrill Lynch Wealth Management to provide a wide range of investment options and services tailored to each client's lifestyle and objectives. As a dedicated Rotarian and community leader, Walter has a strong commitment to giving back and has served on numerous non-profit boards. He has also mentored students and lectured at various educational institutions. Walter's academic achievements have been recognized by international honor societies, and he continues to stay active in the economic community as a participating voting member of the American Economic Association.
1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States -
Merrill Lynch Financial Advisor Kaitlyn Rodesk
● OpenMerrill Lynch Financial Advisor Kaitlyn Rodesk, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. As part of Merrill advisors, the institution prioritizes understanding your goals and aspirations to provide advice and guidance that aligns with your priorities. The team, known as The Miller – Wachtler Group, has over 60 years of combined experience in the financial services industry, specializing in working with High Net Worth individuals, affluent families, and small to mid-sized businesses. With access to the resources of Merrill and Bank of America, they develop customized financial solutions based on your unique needs and goals. The institution has received recognition from Forbes for their exceptional client service, setting the standard for exemplary wealth management. The team is committed to building strong client relationships based on trust and personalized service, offering the Merrill Personal Wealth Analysis™ to create a personalized plan focused on your goals. They understand that life and financial markets change over time, and regularly review and adjust your financial approach to help you achieve what matters most to you.
1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States -
Merrill Lynch Financial Advisor Alan Friedman
● OpenMerrill Lynch Financial Advisor Alan Friedman is a finance institution located at 900 South Avenue, New York, United States. They offer a wide range of investment solutions from Merrill and banking products from Bank of America. Alan Friedman, with over 30 years of experience in financial services, is a CERTIFIED FINANCIAL PLANNER™ professional who works closely with clients to help them make informed decisions about their financial future. He creates customized investment management strategies to help clients achieve their financial and life goals. The institution believes in building lasting relationships with clients and focuses on understanding their priorities at each stage of their lives. Through research in behavioral finance, they use the Investment Personality Assessment to provide personalized financial strategies. The team at Merrill Lynch is committed to helping clients address their financial goals at every stage of life, whether it be growing, preserving, or transferring wealth. With access to the investing insights of Merrill and banking capabilities of Bank of America, clients can make informed decisions as they pursue their goals. The institution offers a broad range of brokerage, investment advisory, and other services to help clients achieve financial success.
900 South Ave, Staten Island, NY 10314, United States -
Merrill Lynch Financial Advisor Robert P Ernesto
● OpenMerrill Lynch Financial Advisor Robert P Ernesto is a reputable finance institution located at 900 South Avenue in New York, United States. With a focus on providing expert financial advice and guidance, clients can trust in the expertise and professionalism of Robert P Ernesto and his team. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Robert P Ernesto is dedicated to helping you achieve your financial goals.
900 South Ave, Staten Island, NY 10314, United States -
Merrill Lynch Financial Advisor Thomas M. Vivian II
● OpenMerrill Lynch Financial Advisor Thomas M. Vivian II is a finance institution located at 6245 Sheridan Drive, Williamsville, 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. Merrill's team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers services such as Registered Senior Wealth Management Client Associate and Wealth Management Client Associate - Resident Director Assistant. The advisors at Merrill Lynch Wealth Management focus on understanding their clients' family, goals, and priorities to help them pursue financial goals while managing investment risk. They provide personalized plans designed to help clients manage, grow, and preserve their wealth while considering their long-term financial needs. Through the Investment Personality Assessment, advisors at Merrill get to know clients better as investors and customize financial approaches to help them achieve their goals. The institution offers tools like Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals. Merrill Lynch Wealth Management Advisors work to help clients stay on track to achieve their goals by reviewing progress and making necessary adjustments to their financial approach. By getting to know clients personally and understanding what matters most to them, Merrill advisors create customized investment approaches tailored to their unique needs and priorities. The institution also offers access to the latest investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch Financial Advisor Thomas M. Vivian II is dedicated to putting clients first and providing personalized investment strategies and comprehensive financial solutions.
6245 Sheridan Dr Suite 300, Williamsville, NY 14221, United States -
Merrill Lynch Financial Advisor David Patrick Reilly
● OpenMerrill Lynch Financial Advisor David Patrick Reilly, located at 26 Century Hill Drive, Latham, New York, United States, is a finance institution committed to building strong client relationships through teamwork and involvement. Moynihan, Reilly, Ingemie & Associates believes in delivering personalized financial advice and guidance to help clients achieve their goals. By offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America, the institution aims to be the primary source for financial planning. The institution utilizes the Investment Personality Assessment to gain a deeper understanding of each client's investing preferences and goals. Through personalized financial approaches, the team at Merrill Lynch works with clients to manage, grow, and preserve their wealth while considering long-term impacts. With a focus on building trust and personalized service, the team at Merrill Lynch is dedicated to helping clients achieve their financial aspirations.
26 Century Hill Dr, Latham, NY 12110, United States -
Bank of America Financial Center
● OpenWelcome to the Bank of America Financial Center located at 4099 Seneca Street, West Seneca, New York 14224. As a trusted financial institution, we are committed to providing exceptional banking and financial services tailored to meet the diverse needs of our clients. Our West Seneca location offers a comprehensive range of services to assist both personal and business clients. For business clients, we feature a dedicated business teller to facilitate in-person cash deposits, withdrawals, and currency exchanges. Additionally, you can conveniently make after-hours deposits using our secure night depository, with transactions credited the following business day.
4099 Seneca Street, West Seneca, New York 14224, United States -
Merrill Lynch Financial Advisor Michael T Lagnese
● OpenWelcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.
450 Old Country Road, Riverhead, New York 11901, United States -
Merrill Lynch Financial Advisor Harry L Hackett
● OpenWelcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.
57 Hampton Road, Southampton, New York 11968, United States -
ATM (Bank of America)
● OpenWelcome to the Bank of America ATM located at 580 Dick Road, Depew, New York 14043. Our ATM services are designed to provide you with convenient and secure access to your financial needs, whether you're withdrawing cash, checking your balance, or making deposits. At Bank of America, we prioritize your financial wellbeing through our innovative services and comprehensive financial education programs, such as Better Money Habits®. We aim to empower you with the knowledge and tools needed to manage your finances confidently and securely.
580 Dick Road, Depew, New York 14043, United States -
Bank of America
● OpenWelcome to Bank of America, located at 505 White Plains Road, Tarrytown, New York 10591. As a leading financial institution, we are committed to providing a comprehensive range of banking and financial services designed to meet your needs. Whether you're looking to manage your daily finances, invest with confidence, or navigate the complexities of substantial wealth, Bank of America is here to support you every step of the way. Our offerings include a variety of personal and business banking solutions, such as checking and savings accounts, credit cards, auto loans, and mortgage and home equity products. We also provide advanced investment and wealth management services through our partnership with Merrill Lynch, Pierce, Fenner & Smith Incorporated. With our innovative tools like the Security Center in Mobile and Online Banking, you can enhance your financial security and take proactive measures against fraud.
505 White Plains Road, Tarrytown, New York 10591, United States -
ATM (Bank of America)
● OpenWelcome to Bank of America ATM at 786 Palisade Avenue, Yonkers, NY Conveniently located at 786 Palisade Avenue in Yonkers, New York, our Bank of America ATM offers a range of financial services to meet your needs. Whether you're managing daily expenses or planning for future investments, we are here to assist you.
786 Palisade Avenue, Yonkers, New York 10703, United States -
Bank Of America
● OpenWelcome to Bank of America – Your Trusted Financial Partner in The Bronx Located at 5806 Broadway, The Bronx, New York 10463, Bank of America is your go-to destination for comprehensive banking, ATM, and financial services. As a leading financial institution, we are dedicated to helping you achieve your financial goals with a wide array of products and services tailored to meet your unique needs.
5806 Broadway, The Bronx, New York 10463, United States -
Bank Of America
● OpenWelcome to Bank of America, located on East 163rd Street in The Bronx, New York. As a leading name in banking and finance, we are dedicated to providing a wide range of services tailored to meet your financial needs. Whether you're looking to manage everyday transactions or navigate the complexities of substantial wealth, our team is here to support you with innovative solutions and expert advice. Our offerings include Advantage Banking, designed to keep you flexible and confident in your financial decisions. For those looking to invest, we provide resources and guidance through Merrill Lynch, ensuring you have access to a comprehensive suite of investment products and services. Please note that investing in securities involves risks, and it's important to consult with your tax or legal advisor regarding any financial plans you may have.
East 163rd Street, The Bronx, New York 10459, United States -
Bank Of America
● OpenWelcome to Bank of America, located at 1095 6th Avenue in the heart of Manhattan, New York. As a leading financial institution, we are committed to providing a wide range of banking and financial services designed to meet your unique needs. Whether you're looking to manage your personal finances, invest with confidence, or navigate the complexities of substantial wealth, we are here to support you every step of the way. Our services include Bank of America Advantage Banking, which offers flexibility tailored to your lifestyle, and our Private Bank division, which specializes in wealth management. We also provide valuable resources such as videos and tips to help you better manage your financial life, and our Better Money Habits® program to empower you with financial education.
1095 6th Avenue, Manhattan, New York, United States -
Bank of America
● OpenWelcome to Bank of America, located at 224 West 4th Street in the heart of Manhattan, New York. As a leading financial institution, we are committed to providing a wide range of banking and financial services designed to meet your needs. Whether you're looking for personal banking solutions, investment opportunities, or wealth management services, our team is here to guide you every step of the way. At Bank of America, we offer flexible banking options through our Advantage Banking program, helping you stay in control of your finances. Our Private Bank division is dedicated to assisting you in managing the complexities of substantial wealth, ensuring your financial strategies align with your long-term goals.
224 West 4th Street, Manhattan, New York, United States -
Bank of America ATM
● OpenWelcome to the Bank of America ATM located at 51 Jay Street, Brooklyn, New York 11201. Conveniently positioned in the heart of Brooklyn, this ATM provides you with easy access to your finances, whether you're withdrawing cash, checking your account balance, or performing other banking transactions. Our ATM services are designed to provide you with secure and quick access to your funds, any time of the day or night. By offering mobile notifications, we help you stay informed about your account activities. Please be aware that by providing your mobile number, you consent to receive text messages, and standard messaging fees may apply as per your carrier's terms.
51 Jay Street, Brooklyn, New York 11201, United States -
Bank of America ATM
● OpenWelcome to Bank of America ATM at 880 Quincy Street, Brooklyn, NY 11221 Discover the convenience and comprehensive financial services offered at the Bank of America ATM located on Quincy Street in the heart of Brooklyn. This state-of-the-art facility is designed to meet your banking needs with ease and efficiency.
880 Quincy Street, Brooklyn, New York 11221, United States -
Bank of America (ATM)
● OpenWelcome to the Bank of America ATM located at 23 Avenue I, Brooklyn, New York 11204. As a trusted name in banking, finance, and investments, we offer a range of services to meet your financial needs. Our Services: - ATM Services: Conveniently access your cash, check your account balance, and perform other banking transactions at our user-friendly ATM.
23 Avenue I, Brooklyn, New York 11204, United States -
ATM (Bank of America)
● OpenWelcome to the Bank of America ATM located at 670 Fort Salonga Road, Northport, New York 11768. Conveniently situated for all your financial needs, this ATM provides a range of services designed to make banking easy and efficient. At Bank of America, we strive to offer comprehensive financial solutions tailored to your lifestyle. Whether you're managing everyday finances or planning long-term investments, our tools and resources can help you achieve your goals. Take advantage of our Better Money Habits® financial education program to enhance your financial literacy and strengthen your community.
670 Fort Salonga Road, Northport, New York 11768, United States -
Bank Of America
● OpenWelcome to Bank of America, located at 5701 Horatio Street, Utica, New York 13502. As a leading financial institution, we are dedicated to offering a comprehensive range of banking and financial services tailored to meet your needs. Whether you're looking for personal banking options, investment opportunities, or wealth management solutions, our team is here to support you every step of the way. Embrace the convenience and flexibility of Bank of America Advantage Banking, designed to help you manage your finances with ease. For those looking to grow their wealth, our expert advisors at Bank of America Private Bank can guide you through the complexities of substantial wealth management. Additionally, our partnership with Merrill provides access to a variety of investment products, keeping in mind that investing in securities involves risks and potential financial loss.
5701 Horatio Street, Utica, New York 13502, United States
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