TOP 10 Retirement health consultation in New York, New York

Kevin Bertoncin, CFP® - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. Specializing in financial planning and wealth management services, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the guidance and support they need to secure their financial future. Trust Kevin Bertoncin, CFP® - UBS Financial Services Inc. for all your financial needs.

Merrill Lynch Financial Advisor Roodmy Cesar is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. Roodmy Cesar can help create a flexible strategy tailored to today's market conditions, providing access to Merrill's investment insights and Bank of America's banking solutions. With a focus on personalized wealth management strategies, Roodmy Cesar follows the Merrill tradition of community involvement through volunteering. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. By understanding your investment personality, Roodmy Cesar can customize a financial approach to help you achieve what matters most to you. Regular check-ins and adjustments ensure your financial approach reflects changes in your life and goals. Working with Roodmy Cesar means having a dedicated advisor who prioritizes your needs and goals, providing personalized investment strategies and comprehensive financial solutions. Investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. With Merrill Lynch Wealth Management, you can receive the latest investment insights and strategies to help you live your best financial life.

Edward Jones - Financial Advisor: Vincent E Sama is a reputable finance institution located at 26 Gerard Street in Huntington, New York, United States. As a trusted financial advisor, Vincent E Sama provides personalized financial planning services to help individuals achieve their financial goals. With a focus on building long-term relationships with clients, Edward Jones - Financial Advisor: Vincent E Sama offers expert advice and guidance on investments, retirement planning, and wealth management. Whether you are looking to grow your wealth or secure your financial future, Vincent E Sama is dedicated to helping you make informed decisions and navigate the complex world of finance.

Siena Wealth Advisory Group, located in Melville, New York, is a finance institution under Ameriprise Financial Services, LLC. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, our team prioritizes helping clients achieve their long-term financial goals. We offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings and progress reviews ensure that we adjust strategies as life changes. Clients can securely access their accounts and track progress towards their goals from any device. Schedule a complimentary initial consultation to learn more about how we can assist you. Our advisors are registered in certain U.S. states, so please refer to the advisor's personal website or FINRA's BrokerCheck for details. We are committed to providing top-notch financial services and appreciate the opportunity to help your friends and family members as well. Contact us today to discuss your financial priorities.

Vanderbilt Financial Group is a finance institution located at 125 Froehlich Farm Boulevard in Woodbury, New York, United States. With a focus on providing personalized financial solutions, Vanderbilt Financial Group offers a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced professionals work closely with clients to create customized strategies to help them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Vanderbilt Financial Group is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Craig James Financial Services, LLC is a finance and insurance agency located at 510 Broadhollow Road in Melville, New York. With a dedication to providing personalized financial solutions to individuals and businesses, Craig James Financial Services offers a wide range of services including investment planning, retirement planning, insurance coverage, and more. Their team of experienced professionals is committed to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Craig James Financial Services is here to help every step of the way.

Jeremy Isleman Financial Advisor is a trusted institution located at 102 Motor Parkway in Hauppauge, New York. As a finance, health, and insurance agency, we specialize in providing personalized financial planning and investment advice to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and families make informed decisions about their finances, insurance needs, and overall well-being. Whether you are planning for retirement, saving for a child's education, or looking to protect your family with the right insurance coverage, Jeremy Isleman Financial Advisor is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Sean Bostwick - Financial Advisor, Ameriprise Financial Services, LLC, located at 515 Broadhollow Road, Melville, New York, United States, is a finance institution offering a range of specialized certifications and designations to provide expert financial advice. The institution offers certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics and are designed to provide clients with expert advice tailored to their specific needs. The institution is committed to upholding high ethical standards and providing comprehensive financial planning services to individuals and businesses.

Charles P Albrecht is a financial advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road, Melville, New York, United States. He holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in areas such as asset management, estate planning, retirement planning, and investment strategies. Charles is dedicated to providing personalized financial advice and solutions to individuals, retirees, small business owners, and high net worth clients. With his comprehensive knowledge and commitment to ethical practices, he helps clients navigate complex financial decisions and achieve their long-term goals. Contact Charles P Albrecht today for expert financial guidance tailored to your specific needs.

Brian G Jacobs, a financial advisor at Ameriprise Financial Services, LLC, located at 2150 Joshuas Path in Hauppauge, New York, United States, offers expert guidance on navigating the complexities of retirement planning and investment strategies. With a focus on helping clients achieve their financial goals, Brian provides personalized advice and recommendations tailored to individual needs. As a member of FINRA and SIPC, clients can trust in the expertise and professionalism of Ameriprise Financial Services, LLC. Whether you are looking to secure your retirement income, navigate market fluctuations, or plan for the future, Brian is here to provide comprehensive financial solutions. Schedule a complimentary initial consultation to start your journey towards a more confident financial future. Don't hesitate to reach out and discuss what matters most to you with Brian G Jacobs at Ameriprise Financial Services, LLC.

Edward Jones - Financial Advisor: John T Malinak, AAMS™ is a leading finance institution located at 2193 Jericho Turnpike in Commack, New York, United States. With a focus on providing personalized financial planning and investment services, John T Malinak, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, John T Malinak, AAMS™ offers expert advice and guidance to help you make informed decisions. Trust in Edward Jones - Financial Advisor: John T Malinak, AAMS™ for all your financial needs.

Daniel Peterson is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. Daniel holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Daniel is dedicated to helping individuals and small business owners achieve their financial goals. Contact Daniel Peterson at Ameriprise Financial Services for comprehensive and tailored financial planning services.

Steven Nadler - RBC Wealth Management Financial Advisor is a reputable financial institution located at 1211 6th Avenue in New York, New York, United States. As a dedicated financial advisor, Steven Nadler provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and offering tailored financial solutions, Steven Nadler - RBC Wealth Management Financial Advisor is committed to providing exceptional service and expertise in the world of finance.

Merrill Lynch Financial Advisor Robert Rijo is a finance institution located at 114 West 47th Street, New York, New York, United States. They offer personalized financial strategies to help clients pursue their long-term goals. The Silverstein Group, supported by experienced specialists, focuses on addressing the investing and wealth management needs of institutions, high net worth individuals, and families. As Bank of America Retirement Benefits Consultants, they provide thoughtful investment advice and personalized service tailored to each client's specific goals. The team at The Silverstein Group is dedicated to building strong client relationships based on trust and personalized service. Please note that by working with Merrill Lynch, you are leaving Bank of America.

Lars L Kofod, a financial advisor at Ameriprise Financial Services, LLC located in Hauppauge, New York, offers personalized financial advice and investment recommendations to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Lars helps clients navigate the complexities of financial planning. Clients can expect transparency and professionalism, as Lars is registered to conduct securities business in specific states and abides by FINRA's regulations. The initial consultation provides an overview of financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results, but strives to empower clients with the knowledge and tools needed to make informed decisions.

George Gero - RBC Wealth Management Financial Advisor is a prestigious finance institution located in the heart of New York City. With a prime address at 1211 6th Avenue, this institution offers expert financial advice and wealth management services to clients. Led by George Gero, a seasoned financial advisor, the team at RBC Wealth Management is dedicated to helping individuals and businesses achieve their financial goals. With a strong reputation for excellence and a commitment to personalized service, George Gero - RBC Wealth Management Financial Advisor is a trusted partner for all your financial needs.

Merrill Lynch Financial Advisor Michael A Gatti is a finance institution located at 200 Park Avenue, New York, New York, United States. Managing your wealth begins with a thorough understanding of your financial situation, goals, and priorities. Michael Gatti can help create a flexible strategy tailored to today's market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. With Merrill Personal Wealth Analysis™, a personalized plan can be built and documented to focus on your goals and aspirations. By understanding your unique needs and preferences, Michael Gatti can help you pursue your financial goals through personalized wealth management strategies. Get the latest investment insights, tips, and strategies to help you live your best financial life. Michael Gatti is registered to do business in multiple states and is a Certified Financial Planner. Please consult legal and tax advisors before making any financial decisions. Investing involves risk, and past performance does not guarantee future results. Let Michael Gatti help you design and implement a personalized plan to help you achieve your financial goals.

Merrill Lynch Financial Advisor Jesse Downing is a renowned finance institution located at 200 Park Avenue in New York, New York, United States. With a team of experienced professionals led by Jesse Downing, they offer top-notch financial advisory services to help clients manage and grow their wealth. Whether you are looking for investment advice, retirement planning, or estate planning, Merrill Lynch Financial Advisor Jesse Downing is dedicated to providing personalized solutions tailored to your individual needs and goals. Trust in their expertise and commitment to help you achieve financial success.

Merrill Lynch Financial Advisor Tony Amato is a finance institution located at 225 Liberty Street in New York, New York, United States. Our mission is to understand you and what matters most to you, in order to design and implement a personalized plan to help you pursue your financial goals while managing investment risk. Our approach focuses on turning goals into reality, whether it's managing future health care expenses, funding a child's education, or planning for retirement. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop a financial approach that addresses your specific needs. Our team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. We offer the Merrill Personal Wealth Analysis™ to help build a personalized plan centered on your goals. We understand that life and financial markets can change over time, so we regularly review and adjust your financial approach to help you stay on track towards achieving your goals.

Michael J Paolucci - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 122 East 42nd Street, New York, New York, United States. The institution offers a wide range of services and certifications to ensure that their clients receive expert financial advice and planning. Some of the certifications offered include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics and ensure that advisors at Michael J Paolucci are well-equipped to provide the best possible service to their clients. Whether you are looking for retirement planning, estate planning, investment advice, or specialized services for veterans and military personnel, Michael J Paolucci - Private Wealth Advisor has the expertise and knowledge to help you achieve your financial goals.

Michael Szalkiewicz is a financial advisor at Ameriprise Financial Services, LLC located at 530 5th Avenue in New York, New York, United States. With a focus on your individual goals and personal risk tolerance, Michael provides investment, asset allocation, and portfolio recommendations tailored to your needs. Regular meetings and progress reviews ensure that your financial plan is updated as life changes. Access your investments and accounts securely from any device, track your progress towards your goals, and receive personalized guidance along the way. Schedule a complimentary initial consultation to learn more about how Michael can help you achieve your financial goals. Securities offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Michael Szalkiewicz may conduct securities business only with residents of states in which he is properly registered. Please refer to FINRA's BrokerCheck website for more information. Let's meet to discuss what's important to you and take the next step towards a more confident financial future.

Michael Giordano is a dedicated TD Wealth Relationship Manager located at 252 Atlantic Avenue in New York, United States. As a finance professional, Michael provides personalized wealth management services to help clients achieve their financial goals. With a strong focus on building lasting relationships, Michael offers expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Michael Giordano is committed to providing top-notch financial solutions tailored to your individual needs.

Citi Personal Wealth Management is a finance institution located at 18 East Main Street in Smithtown, New York, United States. Our dedicated team of financial experts provides personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help you every step of the way. Trust Citi Personal Wealth Management to provide you with the guidance and expertise you need to secure your financial future.

Blackrock Financial Management, located at 345 Park Avenue in New York, is a finance institution that offers a wide range of services for both public and private sector institutions. Established during the financial crisis in 2008, BlackRock's Financial Markets Advisory (FMA) provides dedicated support to governments, central banks, and financial institutions worldwide. FMA leverages BlackRock's data and risk analytics, technology, and financial modeling capabilities while maintaining strict information barriers to manage potential conflicts of interest. The institution's team is ready to help clients meet their financial needs, offering expertise in forecasting, research, and investment strategies. Please note that the opinions expressed in this material are subject to change without notice, and past performance is not indicative of future results. This material is intended for institutional, financial professional, and permitted client use only.

Merrill Lynch Financial Advisor Gerard J. Andrews, located at 114 West 47th Street in New York, offers personalized wealth management services that prioritize the needs and goals of the investor. The Andrews Group, led by Jerry Andrews, provides tailored financial strategies designed to help clients pursue their goals and adjust their approach over time. With a focus on preserving invested capital while seeking growth opportunities, the team at Merrill Lynch leverages the resources and insights of the firm to create customized investment portfolios. Clients benefit from a highly communicative and proactive service model, backed by a team with over a century of combined investment experience. The Andrews Group also specializes in values-based investing, helping clients align their investments with their beliefs and priorities. Whether you are planning for retirement, building your legacy, or seeking to achieve other financial goals, Merrill Lynch Financial Advisor Gerard J. Andrews is dedicated to helping you navigate the complexities of your financial life and build a personalized wealth management approach for the future.

Bill Geraghty is a Financial Advisor at Ameriprise Financial Services, LLC located at 530 5th Avenue in New York, New York, United States. Bill holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Bill's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and insurance products. Bill is committed to providing comprehensive and personalized financial advice to his clients, helping them make informed decisions to achieve their financial goals. Contact Bill Geraghty today for expert financial guidance and support.

Merrill Lynch Financial Advisor Juan Pablo Sanz Rojas, located at 225 Liberty Street in New York, is a finance institution committed to understanding your values and helping you achieve your financial goals. With over 11 years of experience in Private Wealth Management, Juan Pablo specializes in developing strategies for High Net Worth families and businesses globally. Fluent in English, Spanish, and French, Juan holds a Certified Investment Management Analyst® (CIMA®) certification and focuses on long-term relationships tailored to each client's unique priorities. At Merrill Lynch Wealth Management, Juan Pablo believes in personalized financial planning centered around your goals and aspirations. By listening to your needs and priorities, he can help you create a customized approach to managing, growing, and preserving your wealth. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he can provide insights and resources to help you pursue what matters most to you.

Merrill Lynch Financial Advisor Vikas Mohindra is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor focuses on what matters most to you - family, goals, and priorities - even as they evolve over time. Through conversations, your advisor helps you identify and prioritize your goals, whether it's planning for retirement, saving for a home, or funding a child's education. The Investment Personality Assessment helps customize your financial approach based on your investing preferences. With access to Merrill's investment insights and Bank of America's banking solutions, the team works with you to develop a personalized plan to address your financial needs. The mission is to understand you and what matters most, designing and implementing a plan to help you pursue your financial goals and manage investment risk. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. Regular check-ins ensure your financial approach reflects any changes in your life or the markets. The team at Merrill Lynch Wealth Management Advisors is dedicated to helping you build a customized investment approach to achieve your goals. Get personalized investment strategies and comprehensive financial solutions with a dedicated Merrill advisor. Let's work together to help you achieve your goals and live your best financial life.

Merrill Lynch Financial Advisor James Pace is a finance institution located at 200 Park Avenue, New York, New York, United States. James Pace is committed to building and maintaining strong relationships with clients, offering personalized financial advice and solutions. With a background in wealth management and a focus on educating entrepreneurs and business owners, James aims to help clients make informed financial decisions that align with their goals and priorities. Supported by the global resources of Merrill, James and his team provide tailored financial plans and strategies to help clients manage, grow, and preserve their wealth. By understanding each client's individual needs and goals, James works to create personalized approaches that can help turn aspirations into reality. With a focus on client relationships, Merrill Lynch Wealth Management Advisors like James Pace prioritize the financial well-being and success of their clients, offering comprehensive financial solutions and personalized investment strategies.

Dmitry Gurvich - TD Wealth Relationship Manager is a finance institution located at 73-55 Grand Avenue in New York, United States. As a Relationship Manager at TD Wealth, Dmitry Gurvich offers personalized financial solutions and expert advice to help clients achieve their financial goals. With a focus on building strong relationships and providing top-notch customer service, Dmitry Gurvich is dedicated to helping individuals and families navigate the complexities of wealth management. Whether you are looking to invest, plan for retirement, or protect your assets, Dmitry Gurvich can provide the guidance and support you need to secure your financial future.