TOP 30 Best Merrill lynch retirement investment strategies in Garden City, New York

Merrill Lynch Wealth Management, located at 1325 Franklin Avenue in Garden City, New York, is a leading finance institution dedicated to helping clients align their investments with their personal values and financial goals. The experienced advisors at this branch offer a wide range of wealth management services, including retirement income planning, guidance on stock positions, and access to estate planning services. Through volunteerism and charitable outreach, the branch actively supports the local community and nonprofit organizations. Clients of Merrill Lynch have access to industry-skilled advisors, a disciplined wealth planning platform, and the technological resources of a global financial services firm to help them pursue their financial and life goals.

Merrill Lynch Financial Advisor Michael J Handel, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized wealth management strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Michael Handel and his team strive to build strong client relationships based on trust and personalized service. They believe in understanding your unique needs and priorities to create a financial approach that reflects your personality and helps you achieve your goals. By staying informed about changes in your life and revisiting your financial approach, they aim to keep you on track towards financial success. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Michael J Handel is dedicated to helping you navigate the complexities of your financial life.

Merrill Lynch Financial Advisor Neil S Carlin is a reputable finance institution located at 1325 Franklin Avenue in Garden City, New York, United States. With a focus on providing expert financial advice and guidance, Merrill Lynch offers a wide range of services to help clients achieve their financial goals. Neil S Carlin, as a dedicated financial advisor, brings years of experience and expertise to assist clients in making informed decisions about their investments and financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Merrill Lynch Financial Advisor Neil S Carlin is committed to helping you navigate the complexities of the financial world with confidence.

Merrill Lynch Financial Advisor Ola Jose is a reputable institution located at 1325 Franklin Avenue, Garden City, New York, United States. Specializing in finance, Ola Jose is accessible, knowledgeable, and experienced, dedicated to building and maintaining strong relationships with clients. With a passion for helping individuals and families make important financial decisions, Ola Jose offers personalized wealth management strategies tailored to each client's unique goals and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Ola Jose helps clients create flexible strategies to navigate changing market conditions. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Ola Jose gains a deep understanding of each client's financial situation, goals, and preferences to develop customized plans for their future.

Merrill Lynch Financial Advisor Richard C. Davalos is a reputable finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and territories, clients are guided towards achieving their desired financial goals. Specializing in asset allocation, diversification, and rebalancing, the institution emphasizes the importance of risk management in investments. While offering a broad range of brokerage, investment advisory, and financial planning services, Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Additionally, Merrill Lynch is affiliated with Bank of America Corporation, offering insurance and annuity products through Merrill Lynch Life Agency Inc. and trust and fiduciary services through Bank of America Private Bank. The institution also provides banking products through Bank of America, N.A. and affiliated banks. With various certifications and affiliations, Merrill Lynch Financial Advisor Richard C. Davalos aims to provide clients with personalized financial solutions tailored to their needs.

At Merrill Lynch Financial Advisor Graham Wolfram in Garden City, New York, we specialize in helping successful individuals and their families build, manage, preserve, and transition their wealth. With 16 years of experience and a bachelor's degree from the University of Kentucky, Graham utilizes the resources of Merrill Lynch to offer retirement planning, option strategies, fixed income analysis, estate planning, insurance assistance, and lending services. Graham is dedicated to understanding your goals and priorities, and creating a personalized financial approach to help you achieve them. With access to the investment insights of Merrill and banking solutions from Bank of America, we can develop a plan designed to address your financial needs. Let us help you navigate the complexities of your financial life and work towards your goals. Visit us at 1325 Franklin Avenue to start planning for your financial future today.

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.

Merrill Lynch Financial Advisor Cijin Hu is a reputable finance institution located at 1325 Franklin Avenue in Garden City, New York. As a trusted financial advisor, Cijin Hu offers personalized financial planning services to help clients achieve their financial goals. With a focus on investment strategies, wealth management, and retirement planning, clients can trust Merrill Lynch to provide expert advice and guidance for their financial future. Visit Merrill Lynch Financial Advisor Cijin Hu for professional and reliable financial services in Garden City, New York.

Merrill Lynch Financial Advisor Scott J Koppelman, located at 1325 Franklin Avenue in Garden City, New York, offers a comprehensive approach to managing wealth. Scott focuses on understanding each client's needs and goals to create personalized strategies. With access to Merrill's investment insights and Bank of America's banking services, he helps address various financial aspects of clients' lives. Scott is dedicated to providing excellent service and assisting clients in pursuing their financial goals. He is actively involved in volunteering within the community and believes in building relationships through meaningful conversations to tailor financial plans to each client's aspirations. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Scott ensures that every financial approach is customized to help clients achieve their goals and adapt to changes in their lives. With a focus on understanding clients' priorities, Scott works to develop and implement personalized plans that manage risk and help turn goals into reality. As a Chartered Retirement Planning Counselor™, Scott is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch Wealth Management Advisors like Scott provide personalized investment strategies and comprehensive financial solutions to address clients' needs and pursue their goals.

Merrill Lynch Financial Advisor Joshua Sucov is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, the institution helps clients achieve their financial goals. The institution offers a wide range of brokerage, investment advisory, and financial planning services, but does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Merrill Lynch is a subsidiary of Bank of America Corporation and offers various investment, insurance, and annuity products. The institution strives to provide clients with information about products and services that may be of interest, and offers a personalized approach to financial planning.

Merrill Lynch Financial Advisor Alexander Oliner, located at 1325 Franklin Avenue, Garden City, New York, United States, is a dedicated institution in the finance industry. With over 10 years of experience, Alexander joined Merrill Lynch Wealth Management in 2017. He specializes in understanding the priorities of high-net-worth individuals and families, offering personalized attention and customized investment strategies. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Alexander helps address various aspects of clients' financial lives. Services include asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning. Investment strategies may include equities, fixed income, alternative investments, ETFs, and more. Alexander is a qualified Portfolio Advisor holding Series 7, 55, and 66 FINRA registrations. He is fluent in Hebrew and a graduate of Fordham Law School and Yeshiva University. Alexander is committed to community involvement and volunteering. The institution offers the Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals. Financial advisors at Merrill Lynch Wealth Management focus on family, goals, and priorities, adapting to changes over time. The institution offers tools and resources to help clients track changes in their financial approach and stay on track to achieve their goals. By developing personalized plans and addressing clients' individual needs, Alexander aims to help clients manage, grow, and preserve their wealth. As a Merrill Lynch Wealth Management Advisor, Alexander prioritizes understanding clients' needs and goals to provide tailored solutions. The institution offers comprehensive financial solutions and personalized investment strategies to help clients pursue their financial goals. Through a dedicated one-on-one relationship, clients can navigate financial complexities and achieve their desired outcomes. Investing with Merrill Lynch involves risk, and past performance does not guarantee future results. Alexander Oliner is registered to do business in DE, FL, NJ, NY, VT.

Merrill Lynch Financial Advisor Michael Schneider is a reputable institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over thirty years of experience in the financial services industry, Michael Schneider offers personalized financial strategies to high-net-worth individuals, families, and small business owners. He holds a Bachelor of Science degree from Lehigh University, an MBA from New York University, and is a Certified Public Accountant. Schneider's dedication to providing thoughtful financial advice and utilizing Merrill Lynch Wealth Management's comprehensive platform sets him apart in the industry. As a Merrill Lynch Wealth Management Advisor, Michael Schneider prioritizes understanding his clients' goals and priorities to create a tailored financial approach. He believes in building long-term relationships with clients, adapting to changes in their lives and the financial markets. Through comprehensive investment strategies and access to Bank of America's banking solutions, Schneider helps clients manage, grow, and preserve their wealth while pursuing their financial goals.

Merrill Lynch Financial Advisor Ryan Meca is a trusted institution located at 1325 Franklin Avenue, Garden City, New York, United States. Specializing in finance, Ryan Meca is dedicated to managing your wealth by creating personalized strategies tailored to your goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Ryan Meca can help you pursue your financial aspirations and navigate changing market conditions. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed to help you achieve your goals and priorities over time. By understanding your unique investment personality and preferences, Ryan Meca can customize a financial approach that aligns with your values and aspirations. With a focus on building long-term relationships, Ryan Meca is committed to helping you stay on track and adapt to life changes and market fluctuations. Let Ryan Meca guide you towards financial success and help you live your best financial life.

Merrill Lynch Financial Advisor Jack O'Connell, located at 1325 Franklin Avenue, Garden City, New York, offers personalized and professional financial services to individuals, families, and privately held companies. With over 30 years of experience, the O'Connell Group combines the attentive service of a small team with the resources of one of the largest global financial services companies. They specialize in designing customized strategies to help clients achieve their financial goals, whether it be generating income for retirement, funding education, transferring wealth, or establishing a legacy. The team offers a range of capabilities, including personalized advice for corporate executives, business owners, and affluent families. They believe in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The team is committed to helping clients navigate the complexities of their financial lives and achieve their goals through a customized investment approach. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Jack O'Connell is dedicated to helping clients live their best financial life.

Merrill Lynch Financial Advisor Pat Zinnanti, located at 1325 Franklin Avenue, Garden City, New York, United States, is a finance institution focused on building strong client relationships based on trust and personalized service. Every relationship begins with a conversation to identify and prioritize your goals, whether it's transferring wealth, planning for retirement, or funding a child's education. The institution believes in understanding you personally to create a financial approach that reflects your personality and helps you achieve your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop a customized strategy to address your financial needs. The team of talented individuals at Merrill Lynch Wealth Management Advisors is committed to helping you navigate the complexities of your financial life and pursue your goals. Whether you need help managing fluctuations in the market or changes in your life, they are there to guide you every step of the way. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Pat Zinnanti is dedicated to helping you live your best financial life.

Merrill Lynch Financial Advisor Steven Scher, located at 1325 Franklin Avenue in Garden City, New York, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With a focus on risk management, retirement income strategies, long-term care, wealth transfer, and more, Steven and his team are committed to providing top-tier service and advice to help you pursue the life you envision. With a background in finance since 1999 and a dedication to improving the quality of his clients' lives, Steven works closely with each individual to create a customized wealth management plan. By utilizing resources available at Merrill Lynch Wealth Management and Bank of America, Steven aims to help clients achieve their financial goals and navigate the complexities of the market. Through ongoing conversations and personalized guidance, Steven helps clients adapt their financial approach to reflect changes in their lives and achieve their long-term objectives. With Merrill Lynch, you can count on a dedicated advisor who puts your needs first and helps you navigate the financial landscape with confidence.

Merrill Lynch Financial Advisor Jesse M Silver is a prestigious finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Merrill is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The institution offers personalized financial services tailored to each client's unique goals and priorities, with a focus on building strong client relationships based on trust and personalized service. The team at Merrill Lynch Wealth Management is comprised of talented and experienced individuals who are committed to helping clients achieve their financial objectives. By getting to know each client personally and understanding their investing preferences, the advisors at Merrill develop customized financial approaches to help clients pursue their goals. The institution offers a range of services, including investment planning, retirement planning, wealth management, and more. With access to the resources of Merrill and Bank of America, clients can benefit from comprehensive financial solutions designed to address their specific needs. Whether you are planning for retirement, saving for a major purchase, or considering wealth transfer, Merrill Lynch Financial Advisor Jesse M Silver is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Harold Williams, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With over 40 years of experience, the institution provides advice and guidance to help clients pursue their financial goals and secure their future. The team at Merrill Lynch Wealth Management puts clients' interests first and values the long-term relationships they have built. Services include asset allocation, diversification, investment selection, and downside risk management. The Williams Tomlin Group provides access to the Merrill Lynch Wealth Management platform, offering technologies, strategies, and investment alternatives from various financial services providers. The institution works closely with affluent families and individuals, including corporate executives and entrepreneurs, to suggest customized strategies tailored to their unique circumstances. With a focus on understanding clients' life goals, Merrill Lynch Financial Advisor Harold Williams aims to provide clients with the knowledge, insight, and wisdom needed to make informed financial decisions.

Merrill Lynch Financial Advisor Maylan Studart-Anders, located at 1325 Franklin Avenue, Garden City, New York, United States, is a finance institution that offers personalized financial planning and investment services. With a background in financial journalism and professional athletics, Maylan brings a unique perspective to helping clients navigate life's transitions and achieve their financial goals. Whether you are a professional athlete, high net-worth individual, small business owner, or retiree, Maylan is dedicated to providing disciplined and accurate financial planning to help you secure your financial future. With a focus on understanding your goals and priorities, Maylan works closely with clients to develop personalized financial plans that align with their values and aspirations. By utilizing tools such as the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Maylan can tailor financial strategies to meet your individual needs and preferences. From managing wealth to planning for retirement, purchasing a home, or passing on assets to future generations, Maylan is committed to helping clients achieve their financial objectives.

Merrill Lynch Financial Advisor Brian J. Finnerty, located at 1325 Franklin Avenue, Garden City, New York, United States, is a senior financial advisor with extensive industry experience dating back to 1981. With a focus on connecting all aspects of your financial life to help prioritize and pursue your goals, Brian offers personalized investment ideas geared towards increasing income, tax efficiencies, and capital preservation. Drawing on his background as an institutional fixed income trader and investment portfolio manager, Brian provides advice and guidance to corporate clients, individuals, and families. Through Merrill Personal Wealth Analysis™, Brian helps clients build personalized plans centered on their goals and aspirations, with a focus on adapting to life changes and market fluctuations. With a commitment to understanding each client's unique financial situation and priorities, Brian works to design and implement personalized plans to help clients pursue their financial goals while managing investment risk. As a Merrill Lynch Wealth Management Advisor, Brian is dedicated to helping clients navigate the complexities of their financial lives and achieve their goals. Contact Brian Finnerty for personalized investment strategies and comprehensive financial solutions to help you live your best financial life.

Merrill Lynch Financial Advisor Ryan D Gaitings is a prestigious finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Merrill is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The institution is known for setting the standard for exemplary client service, as evidenced by their rankings in Forbes' "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors" lists. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding their clients' goals, priorities, and aspirations, and tailor their financial approach to help clients pursue what matters most to them. With access to the global resources of Merrill and banking solutions from Bank of America, they work with clients to develop a customized approach to address their financial needs.

Merrill Lynch Financial Advisor Michael J Davidson is a reputable finance institution located at 1325 Franklin Avenue in Garden City, New York, United States. With a focus on providing expert financial advice and guidance, Michael J Davidson and his team offer personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Michael J Davidson is dedicated to helping you make informed decisions and secure your financial future.

Merrill Lynch Financial Advisor James Tomlin, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With over 40 years of experience, our team provides advice and guidance to help clients pursue their financial goals and secure their future. We prioritize putting clients' interests first and building long-term relationships. Our services include asset allocation, diversification, investment selection, and downside risk management to help optimize returns while managing risk. The Williams Tomlin Group provides access to the Merrill Lynch Wealth Management platform, offering a broad range of services and strategies to meet the unique needs of affluent families and individuals. We strive to understand our clients' life goals and provide customized strategies to address their circumstances. Our goal is to bring fresh perspectives to your financial life and help you make informed decisions as you pursue your goals.

Located 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.

Merrill Lynch Financial Advisor David B. Carpentier is a reputable finance institution located at 1325 Franklin Avenue in Garden City, New York, United States. With a focus on providing expert financial advice and services, David B. Carpentier and his team offer personalized investment strategies tailored to each client's unique goals and financial situation. Whether you are planning for retirement, managing your wealth, or looking to grow your investments, Merrill Lynch Financial Advisor David B. Carpentier is committed to helping you achieve financial success.

Merrill Lynch Financial Advisor Mark W Fitzpatrick is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they change over time. The institution believes in achieving financial success by making investment-related decisions that align with your meaningful goals. Through the Investment Personality Assessment, they aim to understand your investing preferences and customize a financial approach to help you pursue what matters most to you. The institution offers personalized plans, financial insights, and tools to help you manage, grow, and preserve your wealth. With a focus on understanding you and your goals, Merrill Lynch Financial Advisor Mark W Fitzpatrick is committed to helping you achieve your financial aspirations and manage investment risk. Contact them today to start working towards your financial goals.

Merrill Lynch Financial Advisor Vincent Ferrara is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors across all 50 states, District of Columbia, and several US territories, clients are guided towards achieving their desired financial goals. The institution offers a wide range of brokerage, investment advisory, and other financial services, including asset allocation and diversification. It is important to note that investing involves risk, and clients are advised to consult legal and tax advisors before making financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer and investment adviser, providing various investment products sponsored by affiliates of Bank of America Corporation. Additionally, insurance, annuity products, trust, and fiduciary services are offered through affiliated companies. The institution also offers banking products through affiliated banks. Various certifications and service marks are held by the advisors at Merrill Lynch, ensuring clients receive expert financial advice. The institution strives to provide clients with relevant and useful information, utilizing relationship-based ads and online behavioral advertising. Clients are redirected to FINRA's BrokerCheck when leaving the website. Bank of America Merrill Lynch is the global banking and markets business of Bank of America Corporation, offering lending, commercial banking, securities, and investment banking services worldwide. Securities and investment banking activities are performed by investment banking affiliates, including Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bank of America Merrill Lynch operates in Australia and Canada through various entities, providing a range of financial services. In India, Bank of America N.A. and DSP Merrill Lynch Limited offer banking products and services, including working capital loans, equity sales, research, and trading.

Merrill Lynch Financial Advisor Jason H. Wachtler is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. As Merrill advisors, they offer personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. The institution believes in starting every relationship with a conversation to identify and prioritize your goals. They utilize the Investment Personality Assessment to understand your investing preferences and customize a financial approach to help you achieve your goals. The Miller – Wachtler Group is a Global Wealth Management Team with over 60 years of collective experience, providing customized financial solutions to high net worth individuals, affluent families, and businesses. The team works closely with clients and their professional advisors to develop sound investment management strategies. Merrill is proud of their advisors who have received recognition from financial industry publications. The team is committed to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. The institution believes in staying connected with clients to discuss changes in their life and financial approach to help them achieve their goals. They offer the latest investment insights, tips, and strategies to help you live your best financial life. Certified by the Certified Financial Planner Board of Standards, Inc., Merrill Lynch Financial Advisor Jason H. Wachtler is dedicated to helping you reach your financial goals.

Located at 1325 Franklin Avenue in Garden City, New York, Merrill Lynch Financial Advisor John J. Grein III offers personalized wealth management strategies to clients. With over 30 years of industry experience, including 20 years in the capital markets, John applies a disciplined approach to client relationships. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and specializes in tax minimization strategies, asset preservation, estate planning, retirement, and educational planning. Outside of his work, John mentors student athletes at various high schools and is actively involved in the community. He and his wife Ana reside in Floral Park and enjoy gardening and Yorkshire terriers. As a Merrill advisor, John focuses on understanding your goals and priorities to create a customized financial plan that evolves with your changing needs. With access to the resources of Merrill and Bank of America, he helps clients navigate the complexities of their financial lives and stay on track to achieve their goals. Contact John Grein today to start planning for your financial future.

Merrill Lynch Financial Advisor Brad Green, located at 1325 Franklin Avenue in Garden City, New York, is a finance institution dedicated to helping clients achieve their financial goals with an 'uninterrupted and uncompromised' journey towards retirement, wealth transfer, or any other meaningful objective. The team at Merrill Lynch believes in starting every relationship with a conversation to understand and prioritize the goals that matter most to each individual. By utilizing tools such as the Investment Personality Assessment, the team can customize a financial approach tailored to each client's unique preferences and priorities. The Green-Millman Group, led by Brad Green and Scott Millman, offers personalized investment management strategies for a highly accomplished clientele, including successful business owners, attorneys, and financial professionals. The team's disciplined approach and commitment to exceptional service help clients navigate through various financial decisions, from funding a child's education to planning for retirement. With a focus on building strong client relationships based on trust and personalized service, the team aims to be viewed as clients' most trusted advisor.