TOP 30 Best Retirement planning specialist in New York City, New York

Merrill Lynch Financial Advisor Rodrigo K. Alvarez, located at 225 Liberty Street in New York, offers personalized wealth management services to affluent clients in the U.S. and abroad. With over 30 years of experience, Rodrigo specializes in global wealth management, understanding the unique needs of clients in different countries. He focuses on creating customized investment portfolios using Merrill financial models and strategic research, as well as leveraging the expertise of Bank of America specialists. Rodrigo believes in diversification across asset classes and may recommend alternative investments to enhance performance. He is dedicated to helping clients achieve their financial goals and manage their wealth for future generations. By listening to each client's needs and priorities, Rodrigo develops comprehensive wealth management strategies grounded in understanding their objectives. With a background in economics and finance, Rodrigo is committed to delivering excellent service and building long-lasting relationships with his clients. Contact Merrill Lynch Financial Advisor Rodrigo K. Alvarez for personalized financial planning tailored to your goals and priorities.

Merrill Lynch Financial Advisor Michael Allen Ruffine is a reputable finance institution located at 225 Liberty Street in New York, New York, United States. With a focus on providing expert financial advice and guidance, Michael Allen Ruffine offers personalized services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Michael Allen Ruffine is dedicated to helping you make informed decisions and secure your financial future.

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.

Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 300 East 40th Street, New York, New York, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals seeking expert financial advice. The institution boasts a team of professionals with various certifications and designations, 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 ensure that clients receive expert advice and guidance on a wide range of financial topics, including asset management, retirement planning, estate planning, investment strategies, insurance products, and much more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Geri Pell - Private Wealth Advisor has the expertise and knowledge to help you achieve your financial goals.

Paul N Donas - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 530 5th Avenue, New York, New York, United States. The institution offers a wide range of financial services and is staffed by professionals with various certifications and designations, 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 ensure that the advisors at Paul N Donas have the expertise and commitment to provide high-quality financial advice and services to their clients. Whether you are looking for retirement planning, estate planning, investment management, or assistance with special financial needs, the team at Paul N Donas is equipped to help you navigate the complexities of the financial world.

Stephen Ross is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 60 East 42nd Street in New York, United States. Stephen holds various prestigious 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Stephen's expertise in asset management, estate planning, retirement planning, investment strategies, and financial planning for various client needs. With a commitment to ethical practices and continuous education, Stephen Ross provides comprehensive financial advisory services to individuals, retirees, small business owners, and high net worth clients.

Michael Francis is a financial advisor at Ameriprise Financial Services, LLC located at 122 East 42nd Street, New York, New York, United States. Michael holds various certifications such as 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®, 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 demonstrate Michael's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning, Michael Francis can provide personalized advice and guidance to help you achieve your financial goals.

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.

Thomas Gonzalez is a Financial Advisor at Ameriprise Financial Services, LLC located at 767 3rd Avenue, New York, New York, United States. Thomas has several 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®, 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 demonstrate Thomas's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Thomas is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Thomas Gonzalez at Ameriprise Financial Services, LLC for expert financial advice tailored to your specific needs.

Merrill Lynch Financial Advisor Alexandra Cubeddu is a renowned finance institution located at 200 Park Avenue in New York City, New York, United States. With a team of experienced professionals led by Alexandra Cubeddu, they provide expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Alexandra Cubeddu offers personalized solutions tailored to your individual needs. Trust in their expertise and dedication to secure your financial future.

Benjamin Wolgemuth is a Financial Advisor at Ameriprise Financial Services, LLC located at 767 3rd Avenue, New York, New York, United States. He holds several prestigious 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With extensive knowledge and expertise in asset management, investment strategies, estate planning, retirement planning, and more, Benjamin Wolgemuth is dedicated to providing comprehensive financial services to his clients.

Located at 225 Liberty Street in New York, New York, Merrill Lynch Financial Advisor Anthony Richard Bottini III is a leading finance institution dedicated to providing personalized financial advice and guidance to individuals, families, and businesses. BHG & Associates, the team behind Merrill Lynch Financial Advisor Anthony Richard Bottini III, believes in building strong relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America. With a focus on balanced financial planning, the team at Merrill Lynch Financial Advisor Anthony Richard Bottini III has extensive experience navigating various market cycles to help clients achieve their financial goals. They offer wealth management strategies, retirement income planning, guidance on concentrated stock positions, and sustainable and impact investing solutions. The team values each client's unique circumstances and goals, providing premier customer service and financial tools tailored to their needs.

Thomas A Boatswain is a financial advisor at Ameriprise Financial Services, LLC located at 49 West Merrick Road in Freeport, New York, United States. He holds various 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®, 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 demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Thomas A Boatswain is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Robert Gargiulo - Ameriprise Financial Services, LLC is a finance institution located at 1979 Marcus Avenue, North New Hyde Park, New York, United States. They offer a range of certifications and designations 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®. They provide expertise in asset management, investment strategies, estate planning, retirement planning, and more, catering to individuals with various financial needs. Additionally, they offer specialized services for veterans and military personnel through the Certified Military Financial Advisor® designation.

John Manfredonia is a Financial Advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue, Garden City, New York, United States. He holds various 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, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. John Manfredonia is dedicated to providing comprehensive financial advice and solutions to meet the diverse needs of his clients.

LTC Financial Partners is a finance, health, and insurance agency located at 1140 Franklin Avenue in Garden City, New York, United States. Specializing in long-term care planning, they provide expert advice and personalized solutions to help individuals and families secure their financial future and protect their health. With a team of experienced professionals, LTC Financial Partners is dedicated to helping clients navigate the complexities of insurance and healthcare options to ensure peace of mind and financial security for the years to come.

Merrill Lynch Financial Advisor David Stoler, located at 1325 Franklin Avenue in Garden City, New York, offers personalized financial services to help clients achieve their goals. With a focus on understanding each client's unique needs and priorities, the institution provides customized investment strategies and financial solutions. By listening to clients and getting to know their financial situation, the team at Merrill Lynch works to design a plan that reflects individual goals and helps manage investment risk. The institution offers access to the investment insights of Merrill and banking solutions from Bank of America, allowing clients to pursue their financial goals through personalized wealth management strategies. With a commitment to building strong client relationships based on trust and personalized service, the team at Merrill Lynch Financial Advisor David Stoler helps clients navigate the complexities of their financial lives and stay on track to achieve what matters most to them.

Inderpal Singh Anand is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 100 Quentin Roosevelt Boulevard, Garden City, New York, United States. He holds various 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®, 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 demonstrate his expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for individuals, retirees, small business owners, high net worth clients, and those with special needs. He is committed to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

Kevin Quinn is a Financial Advisor at Ameriprise Financial Services, LLC located at 1001 Franklin Avenue, Garden City, New York, United States. Kevin holds various certifications such as 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®, 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 demonstrate Kevin's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, or high net worth individual, Kevin Quinn can provide you with comprehensive financial advice tailored to your specific needs.

Merrill Lynch Financial Advisor Raffaele DeGruttola is located at 1325 Franklin Avenue, Garden City, New York, United States. The institution, CDB Wealth Management, believes in building good relationships through teamwork and involvement, delivered by their advisors and wealth management client associates. They offer access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The team at CDB Wealth Management works with clients to identify and prioritize personal financial goals, such as funding education, retirement planning, healthcare costs, and wealth preservation. They offer personalized financial strategies aligned with each client's individual goals. The institution begins every relationship with a conversation to understand the client's priorities and goals. They utilize the Investment Personality Assessment to gain a deeper understanding of each client's investing preferences. The team at CDB Wealth Management helps clients track changes in their lives and goals to ensure their financial approach reflects these changes.

Michael Laliberte is a financial advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue in Garden City, New York, United States. He holds various certifications such as 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® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Michael Laliberte is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Eugene Armieri - Ameriprise Financial Services, LLC is a finance institution located at 333 Earle Ovington Boulevard, Uniondale, New York, United States. They offer a range of certifications and designations to their advisors, 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®, 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, ensuring that advisors are well-equipped to meet the needs of their clients.

Steven J Miller - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 401 Franklin Avenue, Garden City, New York, United States. The institution offers a range of certifications and designations such as 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®, 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 demonstrate expertise in various areas of financial planning, asset management, estate planning, and retirement planning. The institution is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.

Christopher Zarra is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States. Christopher Zarra holds various 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®, 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 demonstrate Christopher Zarra's expertise in asset management, estate planning, retirement planning, investment management, and more. Contact Christopher Zarra for comprehensive financial advice tailored to your individual needs.

James Newkirk is a Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States. James holds various 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications highlight James' expertise in asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, James Newkirk can provide comprehensive financial advice tailored to your specific needs. Contact James Newkirk today for expert financial guidance.

Michael G Conway is a financial advisor at Ameriprise Financial Services, LLC located at 4510 Merrick Road in Massapequa, New York. With a focus on understanding your financial goals and priorities, Michael offers personalized advice to help you plan for the future. Whether you are saving for college, planning for retirement, or investing for the long term, Michael can help you feel more confident and in control of your financial life. As a registered advisor, Michael G Conway can only conduct securities business with residents of certain states. You can find more information about his background and qualifications on FINRA's BrokerCheck website. Schedule a consultation to discuss your financial goals and learn more about how Michael can help you prepare for the unexpected and achieve your objectives.

Rich Rothenberger is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue, Garden City, New York, United States. Rich holds various 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®, 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 demonstrate Rich's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment strategies, risk management, and more. Rich is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Rich Rothenberger at Ameriprise Financial Services, LLC for all your financial planning needs.

Marguerite Danaher is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 175 South Wellwood Avenue, Lindenhurst, New York, United States. Marguerite holds various certifications such as 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®, 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 demonstrate Marguerite's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various individuals, including retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Marguerite is dedicated to providing comprehensive and tailored financial advice to her clients."

James J Zabatta - Ameriprise Financial Services, LLC is a finance institution located at 401 Franklin Avenue, Garden City, New York, United States. The institution offers a range of certifications and designations to its professionals to ensure they are equipped with the knowledge and expertise needed to address the diverse financial needs of their clients. These certifications include 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®, 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 topics including asset management, estate planning, retirement planning, investment strategies, and more. The professionals at James J Zabatta - Ameriprise Financial Services, LLC are dedicated to providing expert financial advice and guidance to help clients achieve their financial goals.

Jeremy Young - TIAA Wealth Management Advisor is a leading financial institution located at 58 South Service Road in Melville, New York. As a trusted advisor, Jeremy Young provides expert wealth management services to help clients achieve their financial goals. With a focus on personalized strategies and long-term financial planning, Jeremy Young and his team at TIAA Wealth Management Advisor are dedicated to helping clients navigate the complexities of the financial world and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jeremy Young is committed to providing tailored solutions to meet your unique needs. Contact Jeremy Young - TIAA Wealth Management Advisor today to schedule a consultation and take the first step towards financial success.