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TOP 30 Professional wealth advisory services in Great Neck, NY
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InventWealth Tax Advisors
InventWealth Tax Advisors is a leading accounting and finance institution located at 45 Middle Neck Road in Great Neck, New York. Our team of experienced professionals specializes in providing expert tax advice and financial planning services to individuals and businesses. Whether you need help with tax preparation, estate planning, or investment strategies, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Linden Capital Group
Linden Capital Group is a finance institution located at 3 Grace Avenue in Great Neck, New York, United States. With a focus on providing top-quality financial services and investment opportunities, Linden Capital Group is dedicated to helping clients achieve their financial goals. Our team of experienced professionals is committed to delivering personalized solutions and expert advice to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for the future, or secure your financial stability, Linden Capital Group is here to support you every step of the way.
Merrill Lynch Financial Advisor Amanda Barclay
Merrill Lynch Financial Advisor Amanda Barclay, located at 805 Northern Boulevard, Great Neck, New York, is a distinguished financial institution that prides itself on providing exemplary client service. Amanda Barclay, a Senior Financial Advisor and Senior Vice President, leads the Barclay Group in guiding multigenerational families and Corporate Executives through specialized wealth advisory services. The institution offers personalized wealth management, executive compensation structuring, succession planning, trusts, foundations, insurance, and alternative investments. Amanda Barclay is a recognized leader in the financial industry, having been named in Forbes' "Top Women Wealth Advisors Best-in-State” 2024. With a career that began in 1999, Amanda is committed to empowering clients to feel confident, connected, and in control of their financial futures. She volunteers in her community to empower women with confidence and success, supporting science, medical services, and underserved women.
Merrill Lynch Financial Advisor Camillo D'Angelo
Merrill Lynch Financial Advisor Camillo D'Angelo, located at 805 Northern Boulevard, Great Neck, New York, offers personalized wealth management strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Camillo D'Angelo can help you navigate the ever-changing market conditions and create a flexible financial strategy. As a part of the Merrill tradition of community involvement, Camillo volunteers with local organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis, a personalized plan can be developed centered on your aspirations and focused on achieving your desired outcomes. With a focus on understanding your priorities, family, and goals, Camillo D'Angelo works to create a financial approach that reflects your unique needs and situation. By utilizing the Investment Personality Assessment and ongoing conversations, Camillo can help you make informed investment decisions and adjust your financial approach as your life evolves. The goal is to help you manage, grow, and preserve your wealth while pursuing your financial objectives.
Merrill Lynch Financial Advisor Alexandra Maksimow
Merrill Lynch Financial Advisor Alexandra Maksimow is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. FCMH Wealth Management & Associates, where Alexandra Maksimow works, has earned a reputation for providing exceptional wealth management services, especially during critical moments in clients' financial lives. The institution serves a diverse clientele from various backgrounds and industries, helping them navigate important financial decisions and plan for the future. With a focus on anticipating and addressing clients' needs, the team at FCMH Wealth Management & Associates offers a comprehensive range of services, including investment management, financial planning, estate planning, and more. Clients can expect a proactive, transparent, and professional approach from their advisors, who strive to build long-lasting relationships based on care, consideration, and understanding.
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