The 30 Best Personalized brokerage services in Garden City, New York

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Gabriel Plaut, a financial advisor at Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue in Garden City, New York, offers expert guidance on financial planning and investment strategies. With a focus on helping clients achieve their financial goals, Gabriel Plaut provides personalized advice tailored to individual needs. Background and qualification information for Gabriel Plaut can be found on FINRA's BrokerCheck website. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation, although no written analysis or recommendations will be provided at this stage.

Robert Armieri, a financial advisor at Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue in Garden City, New York, offers expert financial planning services to help clients achieve their financial goals. With a focus on providing personalized advice and guidance, Robert Armieri is dedicated to helping clients navigate the complexities of the financial world. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. Through this consultation, clients can gain insight into financial planning concepts and explore potential strategies for building a more secure financial future.

Matthew Sheerin is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue, Garden City, New York, United States. The institution, known as Halcyon Financial Partners, has been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. The team at Halcyon Financial Partners is dedicated to providing personalized guidance and planning to help clients achieve their financial goals for both today and tomorrow. With a focus on integrity and loyalty, the team seeks to form long-term relationships with clients based on trust and professionalism. If you would like to schedule a complimentary initial consultation or learn more about the services offered, please get in touch. Securities are offered through Ameriprise Financial Services, LLC, and investment products involve risks including possible loss of principal. Matthew Sheerin is registered in certain states for conducting securities business, and more information can be found on FINRA's BrokerCheck website. Contact us today to discuss your financial needs and goals.

Welcome to In The Heights Real Estate, your trusted partner in navigating the dynamic real estate market of Brooklyn, New York. Located at 139 Luquer Street in the charming neighborhood of Carroll Gardens, we specialize in Brownstone sales and rentals, bringing over 20 years of expertise to serve the Brooklyn, BoCoCa, and surrounding areas. Our boutique real estate agency is committed to providing personalized services tailored to your unique needs, whether you're looking to buy, sell, lease, or rent. As a local and independent firm, we pride ourselves on offering unbiased assistance, guiding you through every step of your real estate journey with honesty and expertise.

Schulman Insurance Brokerage is an independent insurance advisory firm located at 825 East Gate Boulevard in Garden City, New York. Founded by veteran broker Jonathan Schulman in 2006, our firm is committed to providing personalized service and unsurpassed value to every client. We specialize in health insurance and serve as a trusted insurance agency for individuals and businesses alike. Our team of experts at Schulman Insurance Brokerage possesses extensive knowledge of insurance products and policies, allowing us to match client needs with tailored solutions that provide for their current and future needs. We offer a range of insurance services, including health, life, disability, and group insurance plans, as well as investment solutions.

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.

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.

Charles Schwab is a renowned finance institution located at 600 Old Country Road in Garden City, New York, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and banking services to help clients achieve their financial goals. The institution is known for its personalized approach to financial planning and its commitment to helping clients make informed decisions about their money. Whether you are looking to grow your wealth, plan for retirement, or simply manage your finances more effectively, Charles Schwab is dedicated to helping you succeed.

Merrill Lynch Financial Advisor Frank Pellegrino, located at 1325 Franklin Avenue, Garden City, New York, United States, is a prestigious institution in the finance industry. Recognized by Forbes for their exceptional wealth management teams and advisors, they are dedicated to providing exemplary client service. Backed by the global resources of Merrill, their team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. They focus on understanding your goals, priorities, and aspirations to create a customized financial approach that helps you pursue what matters most to you. With access to investment insights and banking solutions, they work with you to develop a plan that addresses your financial needs and helps you achieve your goals. Through ongoing communication and personalized advice, they aim to help you stay on track and adapt to changes in your life and the financial markets. Let Merrill Lynch Financial Advisor Frank Pellegrino help you navigate the complexities of your financial life and work towards your financial goals.

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 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.

Janney Montgomery Scott LLC is a finance institution located at 1001 Franklin Avenue in Garden City, New York, United States. With a long history of providing personalized financial services, Janney Montgomery Scott LLC offers a wide range of investment options to help clients achieve their financial goals. Whether you are looking for retirement planning, wealth management, or investment advice, their team of experienced professionals is dedicated to providing top-notch service and expertise. Trust Janney Montgomery Scott LLC to help you navigate the complex world of finance and secure your financial future.

LPL Financial is a leading finance institution located at 300 Garden City Plaza in Garden City, New York, United States. With a focus on providing comprehensive financial services, LPL Financial offers a wide range of investment options and personalized financial planning solutions to help clients achieve their financial goals. With a team of experienced financial advisors and a commitment to excellence, LPL Financial is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Richard Matthew Eisman is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Managing your wealth with a deep understanding of your financial picture is the priority here. With a focus on what matters most to you, a flexible strategy is created to adapt to changing market conditions. Access to investment insights from Merrill and banking solutions from Bank of America is provided to help you pursue your personalized wealth management goals. The institution believes in community involvement and volunteering in organizations. Personalized wealth management strategies are developed through the Merrill Personal Wealth Analysis™ to create a plan centered on your goals. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting them as they change over time. By listening to your aspirations and priorities, a personalized financial approach is designed to help you achieve your goals. Investment decisions are made based on your personal goals and preferences, with a focus on turning your aspirations into reality. Regular check-ins are done to discuss any changes in your life and financial approach to ensure you stay on track towards your goals. The institution offers the latest investment insights, tips, and strategies to help you live your best financial life. Richard Eisman is registered to do business in various states. Remember that investing involves risk and past performance does not guarantee future results. It is recommended to consult legal and tax advisors before making any financial decisions. Merrill offers a range of services including brokerage, investment advisory, and financial planning. The institution aims to provide personalized investment strategies and comprehensive financial solutions to help you achieve your financial goals.

Merrill Lynch Financial Advisor Trevor VonKaenel is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Trevor VonKaenel offers a comprehensive approach to managing clients' financial assets by understanding their specific financial position, life stage, income level, risk tolerance, and family situation. He helps create a customized wealth management approach that can adapt to changing needs and market conditions. With access to the investment insights of Merrill and the banking convenience of Bank of America, clients can address various aspects of their financial life. Trevor VonKaenel focuses on providing excellent service to help clients define and achieve their financial goals. Additionally, he is actively involved in social activities in the communities he serves. Through Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals. Trevor VonKaenel's mission is to understand clients' needs and help them pursue their personal financial goals while managing investment risk. By offering proactive communication, personalized service, and staying informed about new investment opportunities, he aims to exceed client expectations. Whether clients have modest financial assets or significant wealth, Trevor VonKaenel's wealth management approach addresses various financial issues. By working closely with other professionals and continually revisiting clients' financial approach, he helps them stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, clients can benefit from a dedicated relationship with Merrill Lynch Wealth Management Advisors. Investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. Clients can learn more about these services and their differences by speaking with a Merrill financial advisor.

Unishippers Valhalla Logistics, located at 1225 Franklin Avenue in Garden City, New York, offers one-stop 3PL services for UPS® and freight shipping. Small and mid-sized businesses can benefit from their affordable rates and expert advice, tailored to meet the unique needs of each client. As part of the largest non-retail UPS® Authorized Reseller in the U.S., Unishippers leverages their vast shipping volume to secure great rates for small package shipping. With personalized guidance from a dedicated team, clients can achieve success in parcel shipping. Unishippers also offers career opportunities in a thriving industry, providing support, flexibility, and leadership for individuals at every level. By partnering with Unishippers, businesses can access a range of tools and resources to streamline their shipping processes and save on costs. The company's track record of success and industry recognition demonstrate their commitment to helping SMBs succeed in the complex world of shipping.

Welcome to Joanne Finochio & Co, your trusted real estate agency located at 268 South Main Street, New City, New York. With over eighteen years of experience in the Rockland and Orange County real estate markets, Joanne Finochio has rapidly ascended to become one of the top agents in the region. Honored with the prestigious Gold and Platinum Awards, Joanne is the only Rand Realty agent to have achieved the CDPE Certified Distressed Property Expert designation, Five Star Institute Short Sale Certification, and RESNET REO certification. Joanne Finochio & Co is built on a foundation of exceptional customer service and a deep understanding of client needs. Joanne’s ability to listen and interpret both spoken and unspoken desires has consistently led to successful property matches and satisfied clients. Her dedication to excellence is reflected in her top rating from Quality Service Certified, an independent analyst that evaluates client satisfaction.

Welcome to Jeanne Beckley, Howard Hanna Rand Realty, your premier destination for real estate services in Thornwood, New York, and the surrounding areas. Conveniently located at 654 Columbus Avenue, Jeanne Beckley stands as a beacon of excellence in the real estate industry, consistently recognized for her outstanding service and commitment to clients. With an impressive track record as the top-producing real estate agent in Mt. Pleasant for the past seven years, Jeanne Beckley has also been celebrated as the #1 agent in Westchester for Rand Realty in 2018 and 2020. Her dedication to her clients extends beyond closing deals; she prides herself on building lasting relationships and providing personalized service that minimizes the stress of buying or selling a home.

Welcome to Debra Durkin, Howard Hanna Rand Realty – Your Trusted Real Estate Partner in the Tri-State Area! Located at 164 Lafayette Avenue, Suffern, New York, Debra Durkin is your go-to expert for all real estate needs in the bustling tri-state area. With over 30 years of community involvement and a real estate license since 2007, Debbie offers unparalleled knowledge of local neighborhoods and market trends. Her extensive experience and exceptional negotiating skills ensure you receive the best value in every transaction.

Welcome to Samantha Ortiz, Howard Hanna Rand Realty, your trusted partner in real estate located at 164 Lafayette Avenue, Suffern, New York 10901. With over 30 years of experience, Samantha Ortiz is a seasoned expert in the real estate industry, excelling as a manager, coach, and trainer. Her success is built on nurturing agents, boosting sales, and delivering exceptional customer service. As a trend-savvy professional, Samantha is dedicated to mentoring agents to reach their full potential, showcasing her exceptional communication and negotiation skills. Known for building powerful relationships, she is a passionate leader committed to the continuous growth and success of her agents. Whether you are looking to buy or sell property in the Greater Hudson Valley or nearby areas, Samantha Ortiz and her team are here to help. As part of Howard Hanna | Rand Realty, the No. 1 real estate brokerage in New York's Greater Hudson Valley, we provide extensive coverage and expertise in Westchester, Rockland, Orange, Putnam, Dutchess, Ulster, and Sullivan counties in New York, as well as Bergen, Morris, Hudson, and Passaic counties in New Jersey. Our reach also extends to Fairfield, Litchfield, and New Haven counties in Connecticut.

Welcome to Howard Hanna Rand Realty, your premier real estate agency located at 95 South Middletown Road, Nanuet, New York 10954. Proudly serving the Greater Hudson Valley since 1984, we are the leading brokerage in the region, with a strong presence across New York, New Jersey, and Connecticut. Our corporate headquarters in Nanuet is the heart of our operations, ensuring we are always ready to assist you with your real estate needs. Whether you're looking to buy, sell, or rent, our extensive network of over 1,000 skilled sales associates is here to guide you every step of the way. We specialize in properties across various counties, including Bergen, Passaic, Hudson, Morris, and Essex in New Jersey; Rockland, Orange, Westchester, Bronx, Dutchess, Sullivan, Ulster, and Putnam in New York; and Fairfield, Litchfield, and New Haven in Connecticut.

Welcome to Emily Martinez, Bronx and Westchester Realtor Located at 222 Bloomingdale Road, White Plains, New York, Emily Martinez is a premier real estate agent serving the vibrant communities of the Bronx, Westchester County, and New York City. With a distinguished career spanning seven years, Emily has rapidly ascended to become one of the top producers in the region. Her exceptional attention to detail, relentless tenacity, and commitment to client satisfaction have earned her numerous accolades, including the prestigious Rising Real Estate Star award.

Welcome to Howard Hanna Rand Realty White Plains, your trusted partner in real estate located at 222 Bloomingdale Road, White Plains, New York 10605. As a premier real estate agency, we are committed to providing exceptional service to clients in New York, New Jersey, and Connecticut. Since our founding in 1984, we have grown to become the No. 1 real estate brokerage in New York's Greater Hudson Valley, with 26 offices strategically positioned to serve the diverse needs of our clients. Whether you're looking to buy or sell a property, our team of over 1,000 dedicated sales associates is here to assist you every step of the way. We pride ourselves on our market leadership, being the No. 3 real estate company in Westchester, and No. 1 in both Rockland and Orange counties. Our expertise extends across a wide range of areas, including Bergen, Morris, Hudson, and Passaic counties in New Jersey, as well as Fairfield, Litchfield, and New Haven counties in Connecticut.

Welcome to MEIER Real Estate, your premier destination for exceptional real estate services in Manhattan, New York. Conveniently located at 469 7th Avenue, we are a boutique real estate agency renowned for our innovative approach and unparalleled expertise in the luxury real estate market. Under the leadership of Michael Meier, a distinguished real estate broker with 16 years of industry experience, MEIER Real Estate has earned accolades such as the #1 Real Estate Video Influencer Award and has been recognized as an Inman Innovator Finalist. We are also proud to be named one of the Top 10 Most Innovative Brokers in the country by Better Homes & Gardens.

Welcome to CENTURY 21 Milestone Realty, your premier real estate agency located at 148-31 Hillside Avenue, Queens, New York. As proud members of the world's largest real estate organization, Century21 Real Estate LLC, we are committed to helping you achieve your real estate dreams with unmatched expertise and dedication. Founded in May 2001 by Principle Broker John Ma and Broker Victor Banks, CENTURY 21 Milestone Realty is built on over 60 years of combined real estate experience. Our team consists of more than 85 full-time sales agents who are passionate about guiding you through every step of the buying or selling process. Whether you're a first-time buyer or a seasoned seller, we promise to work tirelessly to meet your needs and exceed your expectations.

Welcome to Dana Trotter - The Agency Hamptons, your premier destination for luxury real estate in the Hamptons. Situated at 2462 Montauk Highway in the heart of Bridgehampton, New York, our agency is renowned for its unparalleled expertise and exceptional service in the high-end real estate market. With over 28 years of experience and over $1.5 billion in real estate transactions, Dana Trotter is a name synonymous with excellence and trust. Dana has consistently been recognized among the industry's elite, ranking in the Top 250 of REAL Trends 500 by Sales Volume and the Top 50 by the Wall Street Journal. As a testament to her outstanding performance and dedication, Dana has earned the prestigious Top 5% 2024 Agency Chairmans Award and is recognized among the Top 10 Brokers Nationwide.