TOP 30 Retirement living community in New York, New York

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Merrill Lynch Financial Advisor Scott J Koppelman, located at 1325 Franklin Avenue in Garden City, New York, offers a comprehensive approach to managing wealth. Scott focuses on understanding each client's needs and goals to create personalized strategies. With access to Merrill's investment insights and Bank of America's banking services, he helps address various financial aspects of clients' lives. Scott is dedicated to providing excellent service and assisting clients in pursuing their financial goals. He is actively involved in volunteering within the community and believes in building relationships through meaningful conversations to tailor financial plans to each client's aspirations. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Scott ensures that every financial approach is customized to help clients achieve their goals and adapt to changes in their lives. With a focus on understanding clients' priorities, Scott works to develop and implement personalized plans that manage risk and help turn goals into reality. As a Chartered Retirement Planning Counselor™, Scott is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch Wealth Management Advisors like Scott provide personalized investment strategies and comprehensive financial solutions to address clients' needs and pursue their goals.

Merrill Lynch Financial Advisor Alexander Oliner, located at 1325 Franklin Avenue, Garden City, New York, United States, is a dedicated institution in the finance industry. With over 10 years of experience, Alexander joined Merrill Lynch Wealth Management in 2017. He specializes in understanding the priorities of high-net-worth individuals and families, offering personalized attention and customized investment strategies. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Alexander helps address various aspects of clients' financial lives. Services include asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning. Investment strategies may include equities, fixed income, alternative investments, ETFs, and more. Alexander is a qualified Portfolio Advisor holding Series 7, 55, and 66 FINRA registrations. He is fluent in Hebrew and a graduate of Fordham Law School and Yeshiva University. Alexander is committed to community involvement and volunteering. The institution offers the Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals. Financial advisors at Merrill Lynch Wealth Management focus on family, goals, and priorities, adapting to changes over time. The institution offers tools and resources to help clients track changes in their financial approach and stay on track to achieve their goals. By developing personalized plans and addressing clients' individual needs, Alexander aims to help clients manage, grow, and preserve their wealth. As a Merrill Lynch Wealth Management Advisor, Alexander prioritizes understanding clients' needs and goals to provide tailored solutions. The institution offers comprehensive financial solutions and personalized investment strategies to help clients pursue their financial goals. Through a dedicated one-on-one relationship, clients can navigate financial complexities and achieve their desired outcomes. Investing with Merrill Lynch involves risk, and past performance does not guarantee future results. Alexander Oliner is registered to do business in DE, FL, NJ, NY, VT.

Merrill Lynch Wealth Management is a finance institution located at 266 Merrick Road, Lynbrook, New York. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We take the time to understand your priorities, retirement goals, education funding, business issues, cash management, and credit strategies. Our branch offers access to Merrill's investing resources and Bank of America's banking convenience to create a framework for addressing financial challenges. We are committed to transparency, trust, and openness, and our advisor teams strive to develop intimate relationships with clients to discuss a wide range of financial needs. Through volunteerism and charitable outreach, we support the communities where we live and work. Our culture is dedicated to providing training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice to help clients pursue their financial goals. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering the skills and knowledge needed to assist individuals in pursuing their unique financial goals. Please consult legal and tax advisors before making any financial decisions. We offer a broad range of brokerage, investment advisory, and other services. Remember that investing involves risk, and past performance does not guarantee future results.

Rochester's Place is a charming lodging establishment located at 1981 Pacific Street in New York, United States. Nestled in a bustling neighborhood, this institution offers a cozy and welcoming atmosphere for guests to relax and unwind during their stay. With comfortable accommodations and friendly staff, Rochester's Place is the perfect home away from home for travelers looking to experience the vibrant city of New York. Whether you're visiting for business or pleasure, Rochester's Place is committed to providing a memorable and enjoyable stay for all guests.

Merrill Lynch Wealth Management, located at 1305 Walt Whitman Road in Melville, New York, offers clients the investing insights of Merrill along with access to the extensive banking capabilities of Bank of America. Their team of experienced financial advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and estate planning services. The advisors are committed to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies designed to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they live and work. Merrill Lynch Wealth Management provides training, mentoring, and technology for new and experienced advisors to help clients pursue their unique financial goals. Clients have access to individually customized investment approaches and wealth management advice, products, and services. Merrill Lynch has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in pursuing their financial goals. It's important to consult legal and tax advisors before making financial decisions, as investing involves risk. Additional information about brokerage and investment advisory services is available through Merrill financial advisors. The institution is dedicated to providing a wide range of technology, intellectual capital, and marketing resources to enhance client relationships and build businesses.

Merrill Lynch Financial Advisor LuAnn K. Losito, located at 102 Business Park Drive, Utica, New York, United States, is a finance institution led by Senior Financial Advisor, Senior Vice President LuAnn K. Losito. With over 20 years of experience in the financial services industry, LuAnn specializes in assisting clients in building wealth management strategies tailored to their individual needs. The institution's team is actively involved in the community, dedicating time and resources to charitable organizations such as United Way. Merrill Personal Wealth Analysis™ is utilized to create personalized financial plans focused on clients' goals and aspirations. Supported by the global resources of Merrill, the team consists of talented professionals committed to building strong client relationships based on trust and personalized service. The institution's approach to wealth management involves working closely with clients to identify and define their financial goals, ensuring that their investment strategy aligns with their life plan.

CG Capital is a finance institution located at 139 Genesee Street in New Hartford, New York, United States. Our focus is on helping individuals reduce taxes, invest smarter, and optimize income. We believe in getting to know our clients on a personal level to understand their passions, values, and dreams. Our comprehensive planning approach covers goal planning, investments, insurance, estate planning, taxes, and liability management. We prioritize regular communication to ensure our clients are always informed and on track towards their financial goals.

Merrill Lynch Financial Advisor Devin S. Joslyn, located at 50 Fountain Plaza, Buffalo, New York, United States, is a finance institution that believes in building strong relationships through teamwork and involvement. The institution, part of DBSR & Associates, offers access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The team at DBSR & Associates works together to put you, the client, at the center of the financial planning process, helping you identify and prioritize your personal goals. With a personalized financial strategy aligned with your aspirations, the team aims to help you manage, grow, and preserve your wealth for the future. The institution values open communication and encourages you to ask questions about your financial goals and priorities. By utilizing the Investment Personality Assessment, Merrill aims to understand your investing preferences and customize a financial approach that aligns with your values. The team is committed to helping you make informed investment decisions that can lead to achieving your meaningful goals, whether it's planning for retirement, saving for a home, or funding a child's education.

Merrill Lynch Financial Advisor Dante Battaglia, located at 6245 Sheridan Drive, Suite 300 in Williamsville, New York, offers personalized financial insights, observations, and ideas to help clients pursue their financial goals. Dante Battaglia and his team are dedicated to helping clients achieve what matters most to them and their families by creating flexible wealth management strategies tailored to individual needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive approach to managing their wealth. Dante Battaglia believes in building strong client relationships based on trust and personalized service, and is committed to participating in the communities he serves. Through the Merrill Personal Wealth Analysis™ process, clients can work with Dante Battaglia to develop a personalized financial plan centered on their goals and priorities. By getting to know clients personally and understanding their investing preferences, Dante Battaglia can help them pursue what matters most and achieve their financial aspirations. With a focus on ongoing communication and adjustments to financial approaches as life and goals change, Dante Battaglia and his team are dedicated to helping clients stay on track to achieve their financial objectives. Whether clients are planning for retirement, saving for a major purchase, or preparing to pass wealth to future generations, Dante Battaglia can provide guidance and support to help them navigate the complexities of their financial lives. With a commitment to putting clients first and providing personalized investment strategies, Dante Battaglia and his team at Merrill Lynch Wealth Management are dedicated to helping clients live their best financial lives.

t Merrill Lynch Financial Advisor John J. Riter, located at 21 Masse Place in Batavia, New York, our team of experienced professionals at Riter, Grammatico, Reich, White, Tufts & Associates is dedicated to providing the strongest and most robust overall client experience. With over 140 years of combined experience, we offer goals-based planning and investment services to individual, non-profit, and corporate clients in 34 different states and 7 countries. We believe in delivering the best of both worlds - the resources of a world-class organization like Merrill Lynch, combined with the personal touch and friendliness associated with small town values. Our relentless pursuit of financial wellness aims to help clients achieve better outcomes and reach their financial goals. We provide fiduciary advisory services to help manage retirement investments and offer a legacy of service excellence to ensure smooth program operations.

Merrill Lynch Financial Advisor Steven P. Tufts is a finance institution located at 21 Masse Place, Batavia, New York, United States. The institution, part of the Riter, Grammatico, Reich, White, Tufts & Associates team, is dedicated to providing clients with a robust overall client experience and goals-based planning and investment services. With over 140 years of combined experience, the team offers advanced and complementary skills to best serve the diverse needs of clients in 34 different states and 7 different countries. They pride themselves on delivering the best of both worlds - the resources of a world-class organization like Merrill Lynch with the personal touch associated with small town values. The team at Merrill Lynch Financial Advisor Steven P. Tufts focuses on helping clients pursue better financial outcomes through a relentless pursuit of financial wellness. They offer Fiduciary Advisory Services to help clients manage their retirement investments and feel secure about their financial futures. The team is committed to providing service excellence and financial wellness solutions to help clients achieve their goals and make informed financial decisions.

Merrill Lynch Financial Advisor Calvin J. Klemmer is a finance institution located at 21 Masse Place in Batavia, New York, United States. The institution is part of the Riter, Grammatico, Reich, White, Tufts & Associates team, which was founded to provide top-notch client experience and goals-based planning and investment services to individual, non-profit, and corporate clients. With over 140 years of combined experience, the team brings a wealth of knowledge to serve clients in 34 different states and 7 countries. They strive to deliver the best of both worlds - the resources of a world-class organization like Merrill Lynch, with the personal touch associated with small town values. The team at Merrill Lynch Financial Advisor Calvin J. Klemmer is dedicated to helping clients pursue better financial outcomes and offers fiduciary advisory services to assist with retirement planning and investment advice. They work tirelessly to provide a strong, healthy, and compliant program that engages employees and simplifies the process for clients. The team believes in developing a personalized financial approach tailored to each client's goals and aspirations, whether it's planning for retirement, saving for education, or passing on wealth to future generations.

Mengel Morse and Associates is a finance institution located at 123 Hale Haven Drive in Hilton, New York, United States. Founded in 2017 by Greg Mengel and Bob Morse, who have over 20 years of experience in the industry, our team is dedicated to providing personalized and comprehensive financial advice to clients across 32 states. We believe in helping our clients achieve their financial goals through holistic and meaningful advice that is tailored to their specific needs. Whether you are looking to manage wealth, plan for the future, or protect your assets, we are here to guide you every step of the way.

O'Keefe Stevens Advisory, Inc. is a finance institution located at One Bausch and Lomb Place in Rochester, New York, United States. They offer personalized financial advice based on a proven financial process to help clients make the most of their financial resources. The institution focuses on building trusting relationships with clients and creating individualized portfolios to help them reach their financial goals with confidence. They provide timely communication, education, and support to guide clients through their financial journey. The team at O'Keefe Stevens Advisory, Inc. is dedicated to serving their clients as fiduciaries, always putting their interests first. Clients have praised the institution for their excellent financial planning and investment services, as well as their commitment to teaching market principles and investment strategies. O'Keefe Stevens Advisory, Inc. offers investment advisory services and their clients have shared unsolicited testimonials praising the institution for their role as a partner and trusted guide in their financial lives. For more information, visit their website or contact them at the provided address in Rochester.

Sacred Heart Residence is a charming lodging institution located at 432 West 20th Street in the heart of New York City, United States. This cozy and welcoming residence offers a peaceful and comfortable environment for guests looking for a home away from home. With its convenient location, guests can easily explore the vibrant city and its many attractions. The Sacred Heart Residence is known for its warm hospitality and attentive staff, making it the perfect choice for travelers seeking a relaxing and enjoyable stay in the bustling metropolis of New York.

Barnum Financial Group, Westchester, located at 565 Taxter Road, Elmsford, New York, is a finance and insurance agency dedicated to your financial well-being and helping you achieve your financial goals. Our founder's vision has transformed Barnum into what it is today, with a leadership team committed to achieving our mission. We prioritize creating a culture of belonging, respect, and opportunity for all, while also making a difference in the communities where we work and live. Our financial representatives are dedicated to your success, offering guidance on managing risks, growing wealth strategically, and making important financial decisions. We provide educational opportunities, insightful guidance, and personalized solutions to help you meet your needs and achieve your goals. Whether you're planning for retirement, navigating a career change, or preparing for legacy planning, Barnum Financial Group is here to support you every step of the way. Contact us today to schedule an appointment with a financial professional and start building a secure financial future.

Vincent Paone is a finance institution located at 565 Taxter Road in Elmsford, New York, United States. Our dedicated team is committed to your financial well-being and helping you achieve your financial goals. We have a strong leadership team that is dedicated to achieving our mission and creating a culture of belonging, respect, and opportunity for all. We are actively involved in making a difference in the communities where we work and live. Our financial representatives at Barnum Financial Group are committed to providing personalized financial advice tailored to your specific needs and goals. We offer services in financial planning, investment management, asset protection, education funding, retirement planning, and estate planning. Whether you are just starting out in your career or planning for retirement, we can help you manage all aspects of your finances in a thoughtful, goal-focused manner.

Merrill Lynch Financial Advisor Frank Falco, located at 805 Northern Boulevard, Great Neck, New York, United States, is a finance institution dedicated to managing your wealth through a personalized approach. With a deep understanding of your financial goals and priorities, Frank Falco can create a flexible strategy tailored to today's market conditions. As part of the Merrill tradition, Frank is actively involved in the community through volunteer work. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals, supported by the global resources of Merrill. Frank's team consists of experienced individuals committed to building strong client relationships based on trust and personalized service.

Lynch Financial Advisor Loren F. Ward is located at 360 Hamilton Avenue, White Plains, New York, United States. The Werbitt Cicale Ward Group is a team of experienced financial advisors who specialize in servicing wealthy individuals, businesses, and families. They offer a personalized, goal-driven approach to financial planning that is tailored to each client's risk profile and aspirations. The team believes in simplifying the complexities of wealth management through education and communication, ensuring that clients' goals and values are preserved for generations to come. With a broad range of financial experience spanning many market cycles, the team at Merrill Lynch Financial Advisor Loren F. Ward is dedicated to providing clients with a balanced financial planning approach. They believe in carefully managing wealth to help clients achieve outcomes that are personally meaningful to them.

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.

Located at 1325 Franklin Avenue in Garden City, New York, Merrill Lynch Financial Advisor John J. Grein III offers personalized wealth management strategies to clients. With over 30 years of industry experience, including 20 years in the capital markets, John applies a disciplined approach to client relationships. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and specializes in tax minimization strategies, asset preservation, estate planning, retirement, and educational planning. Outside of his work, John mentors student athletes at various high schools and is actively involved in the community. He and his wife Ana reside in Floral Park and enjoy gardening and Yorkshire terriers. As a Merrill advisor, John focuses on understanding your goals and priorities to create a customized financial plan that evolves with your changing needs. With access to the resources of Merrill and Bank of America, he helps clients navigate the complexities of their financial lives and stay on track to achieve their goals. Contact John Grein today to start planning for your financial future.

Merrill Lynch Financial Advisor Len Baldassare, located at 300 Broadhollow Road in Melville, New York, offers personalized wealth management strategies tailored to your individual financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Len Baldassare can help you navigate the complexities of the financial markets and make informed decisions to achieve your aspirations. Len Baldassare follows the Merrill tradition of community involvement, volunteering with organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis™, a personalized financial plan can be created to align with your unique goals and objectives. Through ongoing conversations and assessments, Len Baldassare aims to understand your investment preferences and develop a customized approach to help you pursue what matters most to you.

Merrill Lynch Financial Advisor Michael J Bianco, located at 114 West 47th Street in New York, offers personalized financial services to help clients achieve their goals. The team of experienced advisors is dedicated to building strong relationships based on trust and collaboration. With access to global resources, they work with clients to understand their priorities and develop customized plans to manage, grow, and preserve their wealth. By focusing on individual goals and priorities, the advisors help clients navigate changes in their lives and the financial markets. Through ongoing communication and personalized strategies, Merrill Lynch Wealth Management Advisors strive to help clients achieve financial success and reach their long-term objectives. Whether planning for retirement, saving for a home, or funding education, the team is committed to providing expert guidance and support every step of the way. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Michael J Bianco is dedicated to helping clients live their best financial lives.

Merrill Lynch Financial Advisor Ashmi Dave is located at 225 Liberty Street, South Tower, 38th Floor, New York, NY 10281, United States. With over 15 years of experience, Ashmi specializes in helping high net worth individuals, businesses, family offices, and institutions achieve their financial goals. She offers a comprehensive wealth management approach, including portfolio management, liability management, asset preservation, banking, retirement, and estate planning services. Ashmi values building strong relationships with her clients to provide guidance that positively impacts their financial futures. She holds an MBA with a specialization in Finance and the CRPC™ - Chartered Retirement Planning Counselor™ designation. Ashmi is also actively involved in giving back to the community by imparting financial literacy to underprivileged children through a non-profit organization. As a Merrill Lynch Wealth Management Advisor, Ashmi focuses on understanding her clients' goals and priorities to create personalized investment strategies. She believes in helping clients navigate life changes and market fluctuations to stay on track towards achieving their financial objectives. Ashmi is registered to do business in multiple states and offers a range of financial services, including investment advisory, financial planning, and more. Contact Ashmi Dave for personalized financial advice and strategies to help you live your best financial life.

Merrill Lynch Financial Advisor Elinor Z. Wessels, located at 114 West 47th Street, New York, New York, United States, offers personalized investment insights from Merrill and access to banking solutions from Bank of America. With a focus on understanding your goals and priorities, Elinor Wessels provides tailored investment strategies to help you achieve your financial objectives. By leveraging the global network of specialists, she can provide comprehensive support to help you navigate today's changing markets. Through the Merrill Personal Wealth Analysis™, a personalized financial plan centered around your goals is created to secure your legacy and preferred lifestyle. As your dedicated financial advisor, Elinor Wessels is committed to providing thoughtful advice and guidance to help you stay informed and on track towards your financial future. With a focus on collaboration and communication, she works with you to develop a customized financial strategy that evolves with your changing needs and goals. Whether it's transferring wealth, pursuing passions, or securing a legacy, Elinor Wessels is dedicated to helping you achieve what matters most to you. With a proactive approach to communication and personalized service, she aims to exceed your expectations and provide ongoing financial education. Get the latest investment insights and strategies to help you live your best financial life with Merrill Lynch Financial Advisor Elinor Z. Wessels.

Merrill Lynch Financial Advisor Mariam Adams is a finance institution located at 225 Liberty Street, New York, New York, United States. They specialize in providing personalized financial advice and guidance to clients, with a focus on developing fresh financial approaches that align with their values and reflect their authentic selves. The institution is dedicated to understanding the unique needs of marginalized groups, including the LGBTQ community, and allies to these groups. Their team of experienced advisors is committed to building strong client relationships based on trust and personalized service. Through a combination of thoughtful investment guidance and professional management, they help clients pursue their long-term financial goals. By getting to know each client personally, they create customized financial strategies that reflect their priorities and life goals. Working with Merrill Lynch Wealth Management Advisors means having access to comprehensive financial solutions from both Merrill and Bank of America, helping clients navigate the complexities of their financial lives and build customized investment approaches. They offer the latest investment insights, tips, and strategies to help clients achieve their financial goals.

At Merrill Lynch Financial Advisor Olusegun Ayeni, located at 114 West 47th Street in New York, United States, managing your wealth starts with a comprehensive understanding of your financial situation. With a focus on what matters most to you, we create personalized strategies tailored to today's market conditions. Our institution offers access to investment insights from Merrill and banking solutions from Bank of America, helping you pursue your goals through customized wealth management strategies. As part of the Merrill tradition, we are actively involved in the communities we serve, volunteering with local organizations to make a positive impact. Our Merrill Personal Wealth Analysis™ tool helps us build a personalized plan centered on your goals and aspirations, adjusting as your life evolves.

Merrill Lynch Financial Advisor Douglas Cassetta, located at 75 Rockefeller Plaza in New York, is a dedicated finance institution committed to building and maintaining strong relationships with clients. With a team of talented and experienced individuals, they offer personalized service and access to global resources to help clients make important financial decisions. By understanding each client's unique goals, priorities, and financial picture, the team at Merrill Lynch can create flexible strategies tailored to changing market conditions. Through their Investment Personality Assessment and Merrill Personal Wealth Analysis™, they work with clients to develop personalized plans centered on achieving their goals. With a focus on communication and updates to reflect life changes and market fluctuations, Merrill Lynch Wealth Management Advisors help clients stay on track to achieve what matters most to them. Whether it's investment strategies, financial solutions, or comprehensive planning, Merrill Lynch is dedicated to putting clients first and helping them live their best financial life.

Merrill Lynch Financial Advisor Matthew Murphy is a finance institution located at 114 West 47th Street, New York, New York, United States. Matthew Murphy is an experienced financial advisor with a strong passion for portfolio management and asset allocation. He leverages his extensive knowledge of financial markets to design and implement customized investment management strategies for businesses and endowments. With a focus on maximizing returns, Matthew utilizes a mix of equity, government and corporate debt, and private investments. In collaboration with a dedicated banking team, Matthew offers comprehensive credit solutions to support business growth, operational needs, and international expansion. From credit lines to trade services, his collaborative approach delivers tailored financial solutions to meet the unique requirements of each business.

Merrill Lynch Financial Advisor Michael A Davis, located at 75 Rockefeller Plaza, New York, New York, United States, is dedicated to helping you manage your wealth through personalized wealth management strategies. With a deep understanding of your financial goals and priorities, Michael can create a flexible investment strategy tailored to your needs. As a part of the Merrill Lynch tradition, Michael is actively involved in volunteering in the community, demonstrating a commitment to giving back. Through Merrill Personal Wealth Analysis™, Michael can develop a personalized plan centered on your goals, ensuring that your financial approach evolves as your life and priorities change. By utilizing the Investment Personality Assessment, Michael can gain a deeper understanding of your investing preferences and customize a financial approach to help you achieve what matters most to you.