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TOP 30 Professional advisory in Garden City, NY
33 results found
Search for local businesses, places and services near you
The Garden City Group - Morgan Stanley
The Garden City Group - Morgan Stanley is a prestigious financial institution located at 1200 Franklin Avenue in Garden City, New York, United States. With a strong reputation for excellence in financial services, they offer a wide range of investment and wealth management solutions to their clients. Their team of experienced professionals is dedicated to providing personalized and innovative financial strategies to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, The Garden City Group - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
TWL Wealth Advisory Group - Raymond James
TWL Wealth Advisory Group - Raymond James is a finance institution located at 1055 Franklin Avenue in Garden City, New York, United States. They offer a range of wealth management services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies and financial planning tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, TWL Wealth Advisory Group - Raymond James is dedicated to helping you navigate the complexities of the financial world.
Garden City Financial Group Inc.
Garden City Financial Group Inc. is a leading finance institution located at 100 Garden City Plaza in Garden City, New York, United States. With a team of experienced professionals, Garden City Financial Group Inc. offers a wide range of financial services including investment management, retirement planning, wealth management, and more. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, Garden City Financial Group Inc. is dedicated to helping you achieve your financial goals. With a commitment to excellence and personalized service, Garden City Financial Group Inc. is your trusted partner in financial success.
Setup Global
Setup Global is a leading institution located at 545 Avalon Gardens Drive in Nanuet, New York. We specialize in providing comprehensive financial services, legal advice, and support for local government offices. With a team of experienced professionals, we offer expert guidance and solutions to help our clients navigate the complexities of the financial and legal landscape. Trust Setup Global to provide the support and expertise you need to achieve your goals and succeed in today's challenging environment.
Crossroads Accounting & Bus
Crossroads Accounting & Bus is a trusted accounting and finance institution located at 2 Garden Drive in Monticello, New York. Our team of experienced professionals is dedicated to providing exceptional accounting services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Visit us today to see how we can help you achieve your financial goals.
Boris Petrikovsky
Boris Petrikovsky, MD, is a renowned maternal and fetal medicine specialist at Garden OB/GYN in Lake Success, with additional locations in various neighborhoods in New York. With over 30 years of clinical experience, Dr. Petrikovsky provides exceptional obstetric and high-risk pregnancy care to his patients, building lasting relationships with women and their families. As an internationally recognized researcher, Dr. Petrikovsky has received prestigious awards for his work and has served on editorial advisory boards for prominent medical journals. He is a certified obstetrician and gynecologist, as well as a maternal and fetal medicine specialist.
The Bendix Financial Group Inc
The Bendix Financial Group Inc is a reputable finance institution located at 585 Stewart Avenue in Garden City, New York, United States. With a strong commitment to providing top-notch financial services, they specialize in wealth management, investment advisory, and financial planning for individuals and businesses. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, The Bendix Financial Group Inc is here to assist you every step of the way.
Advisors Resource Group, Ltd.
Advisors Resource Group, Ltd. is a finance institution located at 1050 Franklin Avenue, Garden City, New York, United States. We offer advisory services through Lincoln Investment or Capital Analysts, Registered Investment Advisers, and securities through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. Our institution and the above firms are independent and non-affiliated. On our website, you can find interesting videos and calculators to help with your financial planning. Please note that the information provided on our site is for informational purposes only and is not intended as a solicitation, offer, or sale of securities products or investment advisory services to individuals residing outside of the United States.
The Burrows Strzelecki Group - Morgan Stanley
The Burrows Strzelecki Group - Morgan Stanley is a prestigious finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. With a strong reputation in the financial industry, the institution offers a wide range of services including investment management, wealth planning, and financial advisory. Clients can expect personalized solutions and expert advice from a team of experienced professionals. Whether you are looking to grow your wealth or plan for the future, The Burrows Strzelecki Group - Morgan Stanley is dedicated to helping you achieve your financial goals.
Metropolitan Capital
Metropolitan Capital is a financial institution located in Garden City, New York, dedicated to providing comprehensive wealth management strategies to help clients minimize taxes and maximize wealth. Since 2006, they have assisted individuals in reaching financial independence by creating customized financial plans that address all aspects of their financial goals. The team at Metropolitan Capital believes in integrating tax planning with financial planning to ensure a more effective and cost-efficient investment strategy. They emphasize the importance of understanding each client's tax situation and use tax returns as a tool to determine the most suitable investment approach. With a focus on professional excellence and client service, Metropolitan Capital aims to help clients build wealth through strategic tax and financial planning. Securities and Advisory Services are offered through Osaic Wealth, Inc., and insurance and tax services are provided through Metropolitan Capital Tax & Wealth Management, Inc. Please note that investments in securities involve risk, and individuals should carefully consider their options before making any decisions.
Standard Pension Services, LLC
Standard Pension Services, LLC is a finance institution located at 300 Garden City Plaza in Garden City, New York, United States. They specialize in providing pension services to individuals and businesses, helping them plan for a secure financial future. With a team of experienced professionals, Standard Pension Services, LLC offers personalized solutions to meet the unique needs of each client. Whether you are looking to set up a retirement plan or need assistance with managing your existing pension, they are dedicated to helping you achieve your financial goals.
Vertex Wealth Management, LLC
Vertex Wealth Management, LLC, located at 585 Stewart Avenue in Garden City, New York, is a finance institution dedicated to providing personalized service and trusted financial expertise to help clients achieve their goals. Whether you are building wealth or planning for retirement, Vertex Wealth Management offers a full range of services including investment growth, insurance, and retirement planning. As a partner in your financial success, the firm is committed to delivering the highest level of service to secure your financial future. Securities are offered through First Allied Securities, Inc., and advisory services are provided through First Allied Advisory Services. It is important to consult with a financial or tax advisor regarding your individual situation. This site is for informational purposes only and is intended for residents of the United States. Vertex Wealth Management does not endorse or sponsor any listed websites and is not responsible for their content. Be sure to check the background of any investment professional before working with them.
Core IR
CORE IR is a finance institution located at 377 Oak Street, Garden City, New York, United States. At CORE IR, we focus on raising visibility, expanding awareness, and increasing shareholder value for our clients. We offer relationship introductions with various key players in the finance industry, such as institutional investors, fund managers, and analysts. Our team crafts compelling messages that resonate with investors and leverage advanced tools to measure and elevate the ROI of your investor relations program. We go beyond traditional valuation measures to identify alternative metrics that highlight the intrinsic value of your business. Our comprehensive communications and digital media plans help us integrate with key constituents to unify all communications. We ensure your story reaches the right audience through our experience and longstanding relationships in the industry.
Merrill Lynch Financial Advisor Pat Zinnanti
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.
Mongiardo Ross F
Mongiardo Ross F is a finance institution located at 1305 Franklin Avenue, Garden City, New York, United States. On their website, you can find interesting calculators and videos to help you understand and navigate the world of personal finance. The institution aims to help individuals grasp the opportunities and potential rewards available through proactive financial planning. They offer services related to investing, insurance, retirement, estate planning, and wealth preservation. By working with skilled professionals, they hope to assist clients in achieving their financial goals. Securities are offered through American Portfolios Financial Services, Inc., and Investment Advisory Services are provided by American Portfolios Advisors, Inc. (APA), an SEC Registered Investment Advisor. Visitors can also verify the background of the investment professional on the website.
Merrill Lynch Financial Advisor James Tomlin
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.
Merrill Lynch Financial Advisor Ashley Rowland
Merrill Lynch Financial Advisor Ashley Rowland is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Catering to successful professionals and wealthy families, they offer a sophisticated suite of financial strategies tailored to the unique opportunities and challenges their clients face. Operating under the basic premise that much of clients' lives revolve around money, The Russo Rosenstein Group aims to enhance and enrich the complex financial lives of those they serve. They provide boutique-level personal service and attention, going above and beyond typical financial advisors by educating and coaching clients to ensure they follow integrated strategies formulated on their behalf. The institution works with a limited number of clients to build lasting advisory relationships, understanding that each client has unique planning needs that should drive every recommendation. With a planning-based approach honed over many years, The Russo Rosenstein Group helps clients explore and prioritize their goals for themselves, their families, and their communities. They also offer assistance with both personal and business financial needs, including plan design and implementation for business owners. With a focus on high-net-worth and ultra-high-net-worth clients, The Russo Rosenstein Group serves individuals in New York, New Jersey, and over 20 other states, including corporate executives, business owners, partners at law firms, and generations of their families. The institution takes a strategic and analytical approach to examining each client's overall financial picture, ensuring they build fundamental pillars of financial strength for their clientele. By providing superior wealth management services, The Russo Rosenstein Group aims to help clients achieve their financial goals and leave lasting memories for their families.
Merrill Lynch Wealth Management
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.
Phoenix Asset Management
Phoenix Asset Management is a reputable finance and real estate agency located at 1205 Franklin Avenue in Garden City, New York. With a team of experienced professionals, we provide expert advice and services in managing assets and real estate investments. Our institution is dedicated to helping clients achieve their financial goals through strategic planning and personalized solutions. Whether you are looking to grow your wealth or invest in properties, Phoenix Asset Management is here to guide you every step of the way.
Merrill Lynch Financial Advisor Trevor VonKaenel
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.
Merrill Lynch Financial Advisor Michael Rosenstein
Merrill Lynch Financial Advisor Michael Rosenstein, located at 1325 Franklin Avenue in Garden City, New York, offers a sophisticated suite of financial strategies for successful professionals and wealthy families. The institution, known as The Russo Rosenstein Group, operates under the premise that clients' lives revolve around money, and aims to enhance and enrich their financial lives through personalized service and attention. With a focus on educating and coaching clients, the highly credentialed advisors at The Russo Rosenstein Group help clients prioritize their goals for themselves, their families, and their communities. The institution serves a diverse range of high-net-worth and ultra-high-net-worth clients, including senior-level corporate executives, business owners, and partners at law firms, among others. By taking a planning-based approach and offering tailored strategies, The Russo Rosenstein Group aims to help clients achieve their most significant goals for family, business, and philanthropy. The institution also provides assistance with business and personal financial needs, including plan design and implementation for business owners. With a commitment to multi-generational wealth management, The Russo Rosenstein Group ensures that clients receive ongoing support and guidance for a rewarding retirement lifestyle. The institution's vision is to provide superior wealth management by understanding clients' unique needs and offering high-caliber intelligence and insight. With a focus on building lasting advisory relationships and delivering a boutique level of service, The Russo Rosenstein Group aims to help clients leave memories, not just money, along their financial journey.
The StoneTower Group - UBS Financial Services Inc.
The StoneTower Group - UBS Financial Services Inc. is a reputable finance institution located at 1055 Franklin Avenue in Garden City, New York, United States. With a strong focus on providing personalized financial solutions, the institution offers a wide range of services including wealth management, investment advisory, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, The StoneTower Group - UBS Financial Services Inc. is committed to providing expert guidance and support every step of the way.
Staples Travel Services
Staples Travel Services is a local government office located at 2310 Jericho Turnpike in Garden City Park, New York. This institution provides a range of travel services to residents of the area, including passport processing, travel advisories, and information on local transportation options. With a team of knowledgeable staff members, Staples Travel Services is dedicated to ensuring that individuals have access to the resources they need to make their travel experiences as smooth and enjoyable as possible. Whether you're planning a vacation or need assistance with travel documentation, Staples Travel Services is here to help.
Henry Marin - Morgan Stanley
Henry Marin - Morgan Stanley is a prestigious finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. Specializing in wealth management, investment banking, and financial advisory services, Henry Marin - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, this institution is a trusted partner for clients seeking expert financial guidance and support.
Seiden, Zigman & Levine, CPA's, PC
Seiden, Zigman & Levine, CPA's, PC is a reputable accounting and finance institution located at 200 Garden City Plaza in Garden City, New York, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust in their expertise and professionalism to provide accurate and reliable financial solutions tailored to their individual needs.
Christopher Mancini - Morgan Stanley
Christopher Mancini - Morgan Stanley is a renowned finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. Specializing in wealth management, investment advisory services, and financial planning, Christopher Mancini - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to excellence, this institution is a trusted partner for individuals and businesses seeking expert financial guidance.
Charles Menacho - Morgan Stanley
Charles Menacho - Morgan Stanley is a prestigious finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. With a strong reputation for excellence and expertise in the financial industry, Charles Menacho - Morgan Stanley offers a wide range of services including investment banking, wealth management, and financial advisory. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Charles Menacho - Morgan Stanley is committed to providing personalized solutions tailored to your individual needs.
Di Berardino Accounting
Di Berardino Accounting is a reputable institution located at 490 Center Road in West Seneca, New York. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a focus on accuracy, integrity, and personalized service, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Di Berardino Accounting is here to help. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
Craig Cody & Company, Inc. - Craig S Cody CPA
Craig Cody & Company, Inc. - Craig S Cody CPA is a leading accounting and finance institution located at 200 Garden City Plaza, Garden City, New York, United States. As a Certified Tax Coach™, Craig Cody is part of a select group of practitioners who undergo extensive training on tax planning techniques to provide the best strategies for clients. The practice offers traditional tax services as well as off-site CFO services, catering to a variety of clients including Medical Professionals, Clothing Sourcing Businesses, and Commercial Electrical Companies. With a dedicated and passionate team, Craig Cody & Company provides daily guidance and advice to business clients, helping them navigate the complexities of tax planning and financial management. The practice also offers strategic tax plans designed to minimize tax liabilities and maximize deductions for clients.
Bright Success Group Inc.
Bright Success Group Inc. is a leading institution in the field of accounting and finance located at 217-06 Merrick Boulevard in New York, United States. With a strong focus on providing top-notch education and training in the financial industry, Bright Success Group Inc. offers a wide range of courses and programs designed to help individuals succeed in the world of finance. Our expert faculty and state-of-the-art facilities ensure that students receive the highest quality education and hands-on experience to prepare them for successful careers in accounting and finance. Join us at Bright Success Group Inc. and take the first step towards a bright and prosperous future in the financial industry.
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