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TOP 30 New beginnings support in New City, NY
439 results found
A convenient service for searching for businesses, places and services
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 102 Business Park Drive in Utica, New York, offers a comprehensive range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch are dedicated to helping clients address their wealth planning challenges and opportunities, whether in rising or turbulent markets. The wealth planning process at Merrill Lynch begins with a deep understanding of each client's priorities, goals, and financial needs. The advisors take the time to learn about retirement plans, education funding, business issues, cash management, and credit strategies. By leveraging the investing resources of Merrill Lynch and the banking convenience of Bank of America, the team creates personalized financial strategies to meet each client's long-term objectives.
Pinnacle Investments, LLC. O'Loughlin Group
Pinnacle Investments, LLC. O'Loughlin Group is a finance institution located at 5500 Main Street in Williamsville, New York, United States. Committed to providing planned results to help you achieve your goals, we offer a full spectrum of products and services including traditional stocks, bonds, CDs, mutual funds, personal financial planning, asset allocation, managed portfolios, corporate pension plans, private placements, and alternative investments. Our team of exceptional advisors is dedicated to producing real results and providing you with the strategies, advice, and services needed to help you achieve financial security. Whether you are just starting out or have an established portfolio, we can help secure financial freedom for your future by creating a customized financial plan tailored to your lifestyle and goals.
Merrill Lynch Financial Advisor Richard R OConnor
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 Wealth Management
Merrill Lynch Wealth Management, located at 1241 Pittsford Victor Road in Pittsford, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch are dedicated to helping clients address their wealth planning challenges and opportunities in both rising and turbulent markets. They provide personalized financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. They work closely with clients' outside professionals, such as accountants and tax attorneys, to ensure comprehensive financial strategies are in place.
Massaroni Wealth Management
Massaroni Wealth Management, located at 22 Century Hill Drive in Latham, New York, is a finance institution dedicated to helping clients achieve their financial goals through personalized service and care. Our team utilizes extensive resources to prioritize your needs in the Wealth Management process, creating a goals-based financial strategy tailored to your aspirations. Our process begins by exploring your goals, aspirations, and dreams to define your vision, values, priorities, and goals. We then craft and manage a personalized financial plan, providing continuous support at every stage. We handle all necessary steps, including coordinating with professionals like CPAs or Attorneys, to ensure a smooth execution of your plan.
Merrill Lynch Financial Advisor Lori A Bjorndahl
Merrill Lynch Financial Advisor Lori A Bjorndahl is a finance institution located at 50 New York 111, Smithtown, New York, United States. At Merrill Lynch, every relationship begins with a conversation to help identify and prioritize your goals. Whether you are looking to transfer wealth to the next generation, customize your financial approach, or seek advice on staying informed, the team at Merrill Lynch listens to learn more about you and your family. Drawing upon research in behavioral finance, Merrill developed the Investment Personality Assessment to better understand your investing preferences and help customize your financial approach. The team at Merrill Lynch believes in helping you make investment decisions that align with your goals, whether it's planning for retirement, saving for a home, or funding a child's education. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with you to develop a personalized plan to address your financial needs. The mission of Merrill Lynch is to understand you and what matters most to you, in order to design and implement a personalized plan to help you pursue your financial goals while managing investment risk. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Contact Merrill Lynch Financial Advisor Lori A Bjorndahl to start working towards your financial goals today.
Merrill Lynch Financial Advisor Tomoe Odahara
At Merrill Lynch Financial Advisor Tomoe Odahara, located at 75 Rockefeller Plaza in New York, United States, we are proud to offer exemplary client service in the field of finance. Our team of advisors, including Tomoe Odahara, has been recognized by financial industry publications and Bank of America Corporation for their outstanding work. Tomoe Odahara has been named in Forbes' "Top Women Wealth Advisors Best-in-State” for multiple years, showcasing her expertise and dedication to her clients. Our practice is built on two core principles: prioritizing client comfort and distilling complex financial matters into simple, actionable steps.
Merrill Lynch Financial Advisor Deborah Kamer
Merrill Lynch Financial Advisor Deborah Kamer is a finance institution located at 6965 Yellowstone Boulevard in New York, United States. As Merrill advisors, they offer personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. Their team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They believe in managing your wealth by understanding your full financial picture and creating flexible strategies to navigate changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, they can help you pursue your goals through personalized wealth management strategies.
Merrill Lynch Financial Advisor Courtney John Kwas
Merrill Lynch Financial Advisor Courtney John Kwas is a finance institution located at 75 Rockefeller Plaza in New York, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting as they change over time. Every relationship begins with a conversation to identify and prioritize your most important goals. By utilizing research in behavioral finance, Merrill has developed the Investment Personality Assessment to better understand you as an investor and customize a financial approach tailored to your needs. With access to investment insights and banking solutions, the team at Merrill Lynch works with you to develop a personalized plan to address your financial needs and help you achieve your goals. The institution's mission is to understand you and what matters most to you, helping you design and implement a plan to pursue your financial goals while managing investment risk. By regularly checking in and revisiting your financial approach, the team aims to help you stay on track to achieve what's most important to you. Let Merrill Lynch Financial Advisor Courtney John Kwas help you reach your goals and live your best financial life.
Merrill Lynch Financial Advisor Julia Battaglia
Merrill Lynch Financial Advisor Julia Battaglia is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Whatever your personal goals may be, they work one-on-one with you to develop a personalized financial strategy designed to help you pursue your long-term goals. Their financial planning process begins by getting to know you and understanding your goals, values, risk tolerance, time horizon, and liquidity needs. They offer one-on-one discovery meetings to review your portfolio and objectives, creating a personalized plan to help you reach your goals. By utilizing the Investment Personality Assessment, they can customize the financial approach to align with your investing preferences. They offer the Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on your goals. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer investment insights, tips, and strategies to help you achieve your financial goals. As Merrill Lynch Wealth Management Advisors, they help you build a customized investment approach to address your needs and pursue your goals. Get the dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor and receive personalized investment strategies plus comprehensive financial solutions from Bank of America. It is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services to help you live your best financial life.
Merrill Lynch Financial Advisor Raffaele DeGruttola
Merrill 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.
Monarch Wealth Management, LLC
Monarch Wealth Management, LLC is a finance institution located at 1207 Delaware Avenue in Buffalo, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and begin your journey towards financial success.
Immigration Advisory Services
Immigration Advisory Services is a trusted institution located at 41-43 Beekman Street in New York, New York. We provide expert guidance and support to individuals navigating the complex process of immigration. Our team of experienced advisors offers personalized assistance with visa applications, green card processing, citizenship applications, and more. Whether you are a student, professional, or family member seeking to immigrate to the United States, we are here to help you every step of the way. Contact us today to schedule a consultation and begin your journey towards a successful immigration process.
Green Card Visa Lawyer
Green Card Visa Lawyer is a reputable legal institution located at 28 West 36th Street in New York, New York, United States. Specializing in immigration law, our team of experienced lawyers is dedicated to helping individuals navigate the complexities of obtaining a green card visa. With a commitment to providing personalized and professional legal services, our institution strives to ensure that each client receives the guidance and support needed to achieve their immigration goals. Whether you are seeking permanent residency or facing challenges with your visa application, Green Card Visa Lawyer is here to advocate for your rights and represent your best interests. Contact us today to schedule a consultation and begin your journey towards obtaining a green card visa.
USCIS Syracuse Field Office
The USCIS Syracuse Field Office is a government agency located at 213 South Salina Street in Syracuse, New York. This office is responsible for processing immigration and citizenship applications for individuals living in the Syracuse area. The dedicated staff at the USCIS Syracuse Field Office work diligently to ensure that all applications are processed efficiently and accurately. Whether you are applying for a green card, citizenship, or any other immigration benefit, the USCIS Syracuse Field Office is here to assist you every step of the way. Visit their office today to begin your immigration journey.
North America Tax & Accounting LLC 北美税务会计事务所
North America Tax & Accounting LLC is a professional accounting and finance institution located at 135-53 Northern Boulevard, New York, United States. We offer a wide range of tax and accounting services for individuals and businesses. Our goal is to provide high-quality services at affordable prices. We value the partnership with each of our clients and strive to become your most trusted friend in financial matters. Your satisfaction is our key to success, and we thank you for your trust and support. The National Tax Agency has announced that the official start date for the 2024 tax filing season is January 29, 2024, and will begin accepting and processing 2023 tax returns. The tax filing deadline is April 15, 2024.
Fiserv
Fiserv, located at 6400 Main Street in Williamsville, New York, is a finance institution offering omnichannel commerce, billing, and payment solutions for large merchants and corporates. They provide all-in-one systems for merchants to accept payments and manage their businesses, as well as platforms and integrated digital solutions to better serve members. Fiserv also offers digital banking, payments, and solutions at scale for the largest institutions. At Forum, the next era of banking, commerce, and fintech begins. Fiserv provides financial and payment solutions and connectivity that enable technology providers to quickly reach consumers and new markets. They also offer payments and financial solutions for government, education, and utilities.
Hudson Valley Writers Center
The Hudson Valley Writers Center, located at 300 Riverside Drive in Sleepy Hollow, New York, is a place where writers and readers come together to celebrate the art of the written and spoken word. The Center supports writers and readers of all ages and backgrounds, providing a vibrant literary arts community for creative development. The institution offers various programs and workshops, both in person and via Zoom, to engage with the local and virtual communities. From poetry workshops exploring mortality to crafting compelling beginnings, the Hudson Valley Writers Center provides a space for writers to hone their craft and connect with others.
PCA Technology Group, Inc.
PCA Technology Group, Inc. is a technology institution located at 303 Cayuga Road in Buffalo, New York, United States. We pride ourselves on leveraging partnerships to provide value and growth for our clients. Our approach involves genuinely listening to your needs and simplifying the entire experience to best understand your business. We conduct in-depth assessments of your current processes, network, and infrastructure to identify strengths, weaknesses, and overall IT needs. Based on our findings, we recommend an IT approach that aligns with your business goals and growth initiatives. This strategic roadmap guides our next steps as we begin executing the plan from start to finish.
- Visa support
- Visa center
- Immigration lawyer
- Personal loan
- Small business loan
- Payday loans
- Financial consulting
- Financial advisor
- Tax advisor
- Tax consultant
- Tax preparation services
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