Personalized investment approaches in Beacon, New York

Beacon Pointe Advisors, located at 80 Broad Street in New York, is a leading finance institution offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the New York area. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families to provide comprehensive financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, Beacon Pointe's team of investment advisors and financial planners address all aspects of clients' financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. Their services also include values-based investing, life transition support, and multi-generational family wealth planning.

Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.

Welcome to Beacon Realty Group, your trusted partner in navigating the dynamic real estate market of Staten Island. Conveniently located at 1110 South Avenue, Staten Island, New York, our agency is dedicated to providing exceptional real estate services tailored to meet the unique needs of each client. Whether you are buying, selling, or renting, our team of experienced professionals is committed to guiding you every step of the way, ensuring a seamless and rewarding experience. At Beacon Realty Group, we pride ourselves on our deep local knowledge and personalized approach, helping you find the perfect home or investment property. Our comprehensive services include market analysis, property valuation, and strategic marketing, all designed to achieve optimal results. We understand that real estate transactions can be daunting, and we are here to simplify the process with transparency and integrity.

Welcome to Dominick Passafiume | Houlihan Lawrence, your top-rated local realtor located at 419 White Plains Road, Eastchester, New York. With over 25 years of experience in the real estate industry, Dominick Passafiume is dedicated to serving the communities of Westchester, Putnam, and Dutchess Counties, NY. Whether you're buying or selling a home, Dominick understands the importance of organization, attention to detail, and providing a personalized, honest, and caring service. As a long-standing resident of Westchester County and a graduate of CUNY and Manhattan College with degrees in Marketing and Leadership, Dominick is well-versed in the diverse communities of the area. His expertise extends beyond traditional real estate transactions to include investment properties, general contracting, and landlord endeavors. This extensive knowledge, combined with his passion for helping clients achieve their real estate dreams, makes him an invaluable partner in your real estate journey.

Welcome to Ferro, Kuba, Mangano, Sklyar, P.C., your trusted legal partner located at 825 Veterans Memorial Highway, Hauppauge, New York. With over 20 years of dedicated service, our firm stands as a beacon of legal excellence and professionalism. Specializing in both commercial and residential real estate law, we offer expert guidance in commercial financing, lending, and leasing law. Our seasoned attorneys also provide comprehensive legal services in medical malpractice, construction and labor law, lead poisoning, and nursing home negligence cases. At Ferro, Kuba, Mangano, Sklyar, P.C., we understand the complexities of the legal landscape and are committed to achieving favorable outcomes for our clients. Whether you are facing felony charges, misdemeanors, DWI, or traffic matters, our criminal defense team is prepared to defend your rights with vigor and precision. Our expertise extends to business law, including the purchase and sale of businesses, and commercial litigation, with a strong emphasis on contract law and more.

Welcome to Arvy Realty – Your Premier Real Estate Partner in Brentwood, NY Located at 1771 Brentwood Road, Brentwood, New York 11717, Arvy Realty stands as a beacon of excellence in the real estate industry. Led by visionary entrepreneur Hector Villatoro, our agency boasts over two decades of experience, empowering clients to achieve their property aspirations with dedication and unmatched expertise.

James Brandemarte is a reputable finance institution located at 344 Main Street in Beacon, New York, United States. With a strong focus on providing top-notch financial services to its clients, James Brandemarte is known for its expertise in investment planning, wealth management, and financial advisory services. The institution prides itself on its personalized approach to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment strategies, or general financial advice, James Brandemarte is dedicated to providing you with the guidance and support you need. Visit their office on Main Street to learn more about how they can help you with your financial needs.

Merrill Lynch Financial Advisor Adam G Wood is a finance institution located at 50 New York 111, Smithtown, New York, United States. Adam is an estate planning attorney turned financial advisor, with a background in running a successful law firm for nearly ten years. He specializes in guiding affluent entrepreneurs, business founders, and executives through key financial decisions, leveraging his knowledge and the resources of Merrill and Bank of America. Adam focuses on creating personalized wealth planning strategies to help clients achieve their goals for financial, business, philanthropy, and intergenerational wealth. He is dedicated to removing clients' emotional burdens and helping them follow a mutually agreed-upon strategy. Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor's degree from University of Scranton. He is also actively involved in his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, live in Kings Park, New York, with their two daughters and a son. At Merrill Lynch Wealth Management, the focus is on building and documenting personalized plans centered on clients' goals and priorities. The institution believes in a values-based approach to financial planning and aims to help clients achieve emotional fulfillment and lasting financial stability. By managing clients' decisions around money, rather than just their money, the institution seeks to unlock multiples of value for clients. Adam Wood is registered to do business in several states including CA, CT, FL, MA, NJ, NY, OH, PR, and TN. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.