TOP 10 Professional legal advisors in Jericho, NY
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Merrill Lynch Financial Advisor Daniel Riveira
financial planning), and other services. Additional information is available upon request. Merrill Lynch Financial Advisor Daniel Riveira, located at 100 Jericho Quadrangle in Jericho, New York, offers a personalized approach to managing wealth. With a focus on understanding each client's goals and priorities, Dan provides access to investment insights from Merrill and banking solutions from Bank of America. Dan holds Series 3, 7, and 66 FINRA Registrations, and works to design and implement personalized plans to help clients pursue their financial goals while managing investment risk.
Berman & Sosman & Rosenzweig
Berman & Sosman & Rosenzweig is a leading accounting and finance institution located at 30 Jericho Executive Plaza in Jericho, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Their commitment to excellence and personalized approach sets them apart in the industry. Whether you are a small business owner or an individual looking for financial guidance, Berman & Sosman & Rosenzweig is dedicated to helping you achieve your financial goals.
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