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TOP 30 Risk management in Garden City, NY
75 results found
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Merrill Lynch Financial Advisor Richard C. Davalos
Merrill Lynch Financial Advisor Richard C. Davalos is a reputable finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and territories, clients are guided towards achieving their desired financial goals. Specializing in asset allocation, diversification, and rebalancing, the institution emphasizes the importance of risk management in investments. While offering a broad range of brokerage, investment advisory, and financial planning services, Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Additionally, Merrill Lynch is affiliated with Bank of America Corporation, offering insurance and annuity products through Merrill Lynch Life Agency Inc. and trust and fiduciary services through Bank of America Private Bank. The institution also provides banking products through Bank of America, N.A. and affiliated banks. With various certifications and affiliations, Merrill Lynch Financial Advisor Richard C. Davalos aims to provide clients with personalized financial solutions tailored to their needs.
Merrill Lynch Financial Advisor Ashley M May
Merrill Lynch Financial Advisor Ashley M May is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. They offer a wide range of investment solutions from Merrill and banking products from Bank of America. The May Malfettone Gold Biblo Group is committed to helping clients work through financial issues and identify opportunities. They believe in transparent communication and establishing realistic expectations while reviewing risks and potential rewards with clients. The institution focuses on personalized wealth management strategies tailored to individual goals and priorities. They provide access to investment insights and banking solutions to help clients address their financial needs. The advisors at Merrill Lynch aim to understand each client's unique goals and priorities, offering customized financial approaches to help pursue what matters most to them. With tools to track changes in clients' lives and goals, the institution is dedicated to providing informed financial guidance to help clients reach their goals. Through a deep understanding of clients' investment preferences and priorities, the institution aims to create a financial approach that aligns with their aspirations. Merrill Lynch goes beyond traditional advisory roles to provide clients with investing insights and banking capabilities to make informed decisions in pursuit of their financial goals.
Merrill Lynch Financial Advisor Scott J Koppelman
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
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.
Buckingham Strategic Wealth
Buckingham Strategic Wealth, located at 600 Old Country Road in Garden City, New York, is a finance institution dedicated to providing a highly personalized experience for each client's unique needs and goals. The Long Island team at Buckingham is inspired to tailor their services to meet the individual requirements of their clients. By becoming a Buckingham client, individuals can expect a comprehensive and customized approach to financial planning. To learn more about the client experience at Buckingham, interested parties can download the "Experience Is Everything" brochure.
Merrill Lynch Financial Advisor Gregory Ferdinand
Merrill Lynch Financial Advisor Gregory Ferdinand, located at 1325 Franklin Avenue in Garden City, New York, offers insights, observations, and ideas to help clients achieve their financial goals. With a passion for working with high net worth individuals, families, and businesses, Gregory believes in collaborating with clients to define what matters most to them as they prepare for the future. Along with a team of specialists, he provides goals-based wealth management to affluent families, professionals, and business owners. Gregory Ferdinand started his financial services career in 1991 and is dedicated to cultivating long-lasting relationships by providing exceptional service, customized advice, and a disciplined approach to investing. With Merrill Personal Wealth Analysis™, Gregory can build and document personalized plans centered on clients' goals and priorities.
Metropolitan Capital
Metropolitan Capital is a financial institution located in Garden City, New York, dedicated to providing comprehensive wealth management strategies to help clients minimize taxes and maximize wealth. Since 2006, they have assisted individuals in reaching financial independence by creating customized financial plans that address all aspects of their financial goals. The team at Metropolitan Capital believes in integrating tax planning with financial planning to ensure a more effective and cost-efficient investment strategy. They emphasize the importance of understanding each client's tax situation and use tax returns as a tool to determine the most suitable investment approach. With a focus on professional excellence and client service, Metropolitan Capital aims to help clients build wealth through strategic tax and financial planning. Securities and Advisory Services are offered through Osaic Wealth, Inc., and insurance and tax services are provided through Metropolitan Capital Tax & Wealth Management, Inc. Please note that investments in securities involve risk, and individuals should carefully consider their options before making any decisions.
Standard Pension Services, LLC
Standard Pension Services, LLC is a finance institution located at 300 Garden City Plaza in Garden City, New York, United States. They specialize in providing pension services to individuals and businesses, helping them plan for a secure financial future. With a team of experienced professionals, Standard Pension Services, LLC offers personalized solutions to meet the unique needs of each client. Whether you are looking to set up a retirement plan or need assistance with managing your existing pension, they are dedicated to helping you achieve your financial goals.
Mark Palios - Raymond James
Mark Palios - Raymond James is a reputable finance institution located at 100 Quentin Roosevelt Boulevard in Garden City, New York. With a focus on providing top-notch financial services and investment solutions, this institution is dedicated to helping clients achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment advice, the experienced professionals at Mark Palios - Raymond James are here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, this institution is the go-to choice for all your financial needs.
Merrill Lynch Financial Advisor Conor E Reeves
Merrill Lynch Financial Advisor Conor E Reeves is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution offers a wide range of investment solutions from Merrill and banking products from Bank of America. Senior Vice President and Wealth Management Advisor Conor Reeves works closely with individuals and families to identify their financial goals and life priorities. He has earned national recognition as a Financial Advisor and holds the CERTIFIED FINANCIAL PLANNER™ certification. Conor brings fresh perspectives to financial planning and is committed to personalized, responsive, and hardworking service. He is dedicated to helping clients make informed decisions as they pursue their financial goals. With access to the investing insights of Merrill and banking capabilities of Bank of America, Merrill Lynch Financial Advisor Conor E Reeves provides comprehensive financial guidance to help clients build a secure future for themselves and their families. Please note that investing involves risk and it is important to consult with legal and tax advisors before making any financial decisions.
Merrill Lynch Financial Advisor Pat Zinnanti
Merrill Lynch Financial Advisor Pat Zinnanti, located at 1325 Franklin Avenue, Garden City, New York, United States, is a finance institution focused on building strong client relationships based on trust and personalized service. Every relationship begins with a conversation to identify and prioritize your goals, whether it's transferring wealth, planning for retirement, or funding a child's education. The institution believes in understanding you personally to create a financial approach that reflects your personality and helps you achieve your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop a customized strategy to address your financial needs. The team of talented individuals at Merrill Lynch Wealth Management Advisors is committed to helping you navigate the complexities of your financial life and pursue your goals. Whether you need help managing fluctuations in the market or changes in your life, they are there to guide you every step of the way. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Pat Zinnanti is dedicated to helping you live your best financial life.
Merrill Lynch Financial Advisor Steven Scher
Merrill Lynch Financial Advisor Steven Scher, located at 1325 Franklin Avenue in Garden City, New York, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With a focus on risk management, retirement income strategies, long-term care, wealth transfer, and more, Steven and his team are committed to providing top-tier service and advice to help you pursue the life you envision. With a background in finance since 1999 and a dedication to improving the quality of his clients' lives, Steven works closely with each individual to create a customized wealth management plan. By utilizing resources available at Merrill Lynch Wealth Management and Bank of America, Steven aims to help clients achieve their financial goals and navigate the complexities of the market. Through ongoing conversations and personalized guidance, Steven helps clients adapt their financial approach to reflect changes in their lives and achieve their long-term objectives. With Merrill Lynch, you can count on a dedicated advisor who puts your needs first and helps you navigate the financial landscape with confidence.
Merrill Lynch Financial Advisor Harold Williams
Merrill Lynch Financial Advisor Harold Williams, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With over 40 years of experience, the institution provides advice and guidance to help clients pursue their financial goals and secure their future. The team at Merrill Lynch Wealth Management puts clients' interests first and values the long-term relationships they have built. Services include asset allocation, diversification, investment selection, and downside risk management. The Williams Tomlin Group provides access to the Merrill Lynch Wealth Management platform, offering technologies, strategies, and investment alternatives from various financial services providers. The institution works closely with affluent families and individuals, including corporate executives and entrepreneurs, to suggest customized strategies tailored to their unique circumstances. With a focus on understanding clients' life goals, Merrill Lynch Financial Advisor Harold Williams aims to provide clients with the knowledge, insight, and wisdom needed to make informed financial decisions.
Merrill Lynch Financial Advisor Erica Gambardella
Merrill Lynch Financial Advisor Erica Gambardella, located at 1325 Franklin Avenue, Garden City, New York, United States, is a finance institution focused on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. Erica Gambardella, CFP®, CPFA, a Wealth Management Advisor, specializes in in-depth planning strategies and a goals-based wealth management process. She creates customized wealth management strategies based on each client's needs, goals, and risk tolerance. With a service-focused approach, Erica helps clients concentrate on their priorities at every stage of their lives. She is a CERTIFIED FINANCIAL PLANNER™ and uses Merrill's advanced platforms and technology to review portfolio progress. The Merrill Personal Wealth Analysis™ helps build personalized plans centered on goals and achievements. By understanding your goals and priorities, Erica and her team work to create a financial approach that reflects your unique needs and financial situation. They focus on helping you stay on track to achieve what matters most to you, providing investment insights and strategies to help you live your best financial life. With a dedicated Merrill advisor by your side, you can access personalized investment strategies and comprehensive financial solutions from Bank of America. Erica Gambardella is registered to do business in multiple states and holds the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™. Please note that investing involves risk and it's important to consult legal and tax advisors before making any financial decisions.
Paul R Trause - Financial Advisor, Ameriprise Financial Services, LLC
Paul R Trause - Financial Advisor, Ameriprise Financial Services, LLC, located at 100 Quentin Roosevelt Boulevard in Garden City, New York, offers a wide range of financial services. The institution provides expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Paul R Trause holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his commitment to professional excellence and ethical standards in the finance industry. With specialized knowledge in areas such as portfolio management, behavioral finance, philanthropy, annuities, retirement planning, and estate planning, clients can trust in the expertise and dedication of Paul R Trause as their financial advisor.
Merrill Lynch Financial Advisor Brian J. Finnerty
Merrill Lynch Financial Advisor Brian J. Finnerty, located at 1325 Franklin Avenue, Garden City, New York, United States, is a senior financial advisor with extensive industry experience dating back to 1981. With a focus on connecting all aspects of your financial life to help prioritize and pursue your goals, Brian offers personalized investment ideas geared towards increasing income, tax efficiencies, and capital preservation. Drawing on his background as an institutional fixed income trader and investment portfolio manager, Brian provides advice and guidance to corporate clients, individuals, and families. Through Merrill Personal Wealth Analysis™, Brian helps clients build personalized plans centered on their goals and aspirations, with a focus on adapting to life changes and market fluctuations. With a commitment to understanding each client's unique financial situation and priorities, Brian works to design and implement personalized plans to help clients pursue their financial goals while managing investment risk. As a Merrill Lynch Wealth Management Advisor, Brian is dedicated to helping clients navigate the complexities of their financial lives and achieve their goals. Contact Brian Finnerty for personalized investment strategies and comprehensive financial solutions to help you live your best financial life.
Merrill Lynch Financial Advisor Ryan D Gaitings
Merrill Lynch Financial Advisor Ryan D Gaitings is a prestigious finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Merrill is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The institution is known for setting the standard for exemplary client service, as evidenced by their rankings in Forbes' "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors" lists. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding their clients' goals, priorities, and aspirations, and tailor their financial approach to help clients pursue what matters most to them. With access to the global resources of Merrill and banking solutions from Bank of America, they work with clients to develop a customized approach to address their financial needs.
Merrill Lynch Financial Advisor James Tomlin
Merrill Lynch Financial Advisor James Tomlin, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With over 40 years of experience, our team provides advice and guidance to help clients pursue their financial goals and secure their future. We prioritize putting clients' interests first and building long-term relationships. Our services include asset allocation, diversification, investment selection, and downside risk management to help optimize returns while managing risk. The Williams Tomlin Group provides access to the Merrill Lynch Wealth Management platform, offering a broad range of services and strategies to meet the unique needs of affluent families and individuals. We strive to understand our clients' life goals and provide customized strategies to address their circumstances. Our goal is to bring fresh perspectives to your financial life and help you make informed decisions as you pursue your goals.
Merrill Lynch Financial Advisor Mark W Fitzpatrick
Merrill Lynch Financial Advisor Mark W Fitzpatrick is a finance institution located at 1325 Franklin Avenue, Garden City, 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 will focus on your family, goals, and priorities, adapting as they change over time. The institution believes in achieving financial success by making investment-related decisions that align with your meaningful goals. Through the Investment Personality Assessment, they aim to understand your investing preferences and customize a financial approach to help you pursue what matters most to you. The institution offers personalized plans, financial insights, and tools to help you manage, grow, and preserve your wealth. With a focus on understanding you and your goals, Merrill Lynch Financial Advisor Mark W Fitzpatrick is committed to helping you achieve your financial aspirations and manage investment risk. Contact them today to start working towards your financial goals.
Merrill Lynch Financial Advisor Jason H. Wachtler
Merrill Lynch Financial Advisor Jason H. Wachtler is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. As Merrill advisors, they offer personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. The institution believes in starting every relationship with a conversation to identify and prioritize your goals. They utilize the Investment Personality Assessment to understand your investing preferences and customize a financial approach to help you achieve your goals. The Miller – Wachtler Group is a Global Wealth Management Team with over 60 years of collective experience, providing customized financial solutions to high net worth individuals, affluent families, and businesses. The team works closely with clients and their professional advisors to develop sound investment management strategies. Merrill is proud of their advisors who have received recognition from financial industry publications. The team is committed to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. The institution believes in staying connected with clients to discuss changes in their life and financial approach to help them achieve their goals. They offer the latest investment insights, tips, and strategies to help you live your best financial life. Certified by the Certified Financial Planner Board of Standards, Inc., Merrill Lynch Financial Advisor Jason H. Wachtler is dedicated to helping you reach your financial goals.
Merrill Lynch Financial Advisor Thomas P Sullivan
Merrill Lynch Financial Advisor Thomas P Sullivan is a reputable finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Thomas P Sullivan, with over 15 years of industry experience, leads a team of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. He helps individuals, families, and family offices with a thoughtful and purposeful approach to their wealth management. Tom's expertise includes portfolio design, stock strategies, estate planning, and access to lending services through Bank of America.
Merrill Lynch Financial Advisor Steven E. Eckna
Merrill Lynch Financial Advisor Steven E. Eckna, located at 1325 Franklin Avenue in Garden City, New York, has over 20 years of experience in the financial services industry. Prior to joining Merrill Lynch Wealth Management, Steven traded equities on Wall Street for 16 years and advised high net worth individuals, businesses, and foundations on wealth management at Wells Fargo and Bank of New York. Steven works with a diverse range of clients, including financial industry executives, business owners, retirees, and non-profit organizations, providing transparent strategies to help preserve and grow wealth. Born and raised in Garden City, Steven is deeply involved in the community, serving as the president and founder of the Paul R. Eckna Foundation and the Friends of Garden City Football booster organization. He holds several FINRA registrations and believes in a consultative approach to wealth management, taking the time to understand each client's unique situation and goals. Through Merrill Personal Wealth Analysis™, Steven helps clients build personalized financial plans centered on their aspirations and priorities.
Aron Mestel - Financial Advisor, Ameriprise Financial Services, LLC
Aron Mestel, a financial advisor at Ameriprise Financial Services, LLC, located at 401 Franklin Avenue in Garden City, New York, is part of the esteemed Halcyon Financial Partners team, recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. The team's goal is to bring peace and calm to your financial life, providing personalized guidance and planning to help you achieve your goals for today and tomorrow. With a focus on integrity, loyalty, and professionalism, they strive to form long-term relationships with clients, treating them like family. The team offers complimentary initial consultations to help you feel more confident and in control of your financial future. Securities are offered through Ameriprise Financial Services, LLC, and investment products involve risks. Aron Mestel may only conduct securities business with residents of certain states, as listed on FINRA's BrokerCheck website. Contact them today to discuss your financial priorities and goals.
Merrill Lynch Financial Advisor David Stoler
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.
Merrill Lynch Financial Advisor James R Gallego
Merrill Lynch Financial Advisor James R Gallego is a finance institution located at 1325 Franklin Avenue, Garden City, 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, James Gallego can assist in creating a flexible strategy tailored to today's dynamic market conditions. By providing access to Merrill's investment insights and Bank of America's banking convenience and lending solutions, he aims to help you pursue your financial goals through personalized wealth management strategies. James Gallego follows the Merrill tradition of community involvement, volunteering time with local organizations. The Merrill Personal Wealth Analysis™ tool can help build a personalized plan centered on your goals and aspirations. As a financial advisor at Merrill Lynch Wealth Management, James focuses on your family, goals, and priorities, adapting to changes over time.
Merrill Lynch Financial Advisor Julia Battaglia
Merrill Lynch Financial Advisor Julia Battaglia is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Whatever your personal goals may be, they work one-on-one with you to develop a personalized financial strategy designed to help you pursue your long-term goals. Their financial planning process begins by getting to know you and understanding your goals, values, risk tolerance, time horizon, and liquidity needs. They offer one-on-one discovery meetings to review your portfolio and objectives, creating a personalized plan to help you reach your goals. By utilizing the Investment Personality Assessment, they can customize the financial approach to align with your investing preferences. They offer the Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on your goals. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer investment insights, tips, and strategies to help you achieve your financial goals. As Merrill Lynch Wealth Management Advisors, they help you build a customized investment approach to address your needs and pursue your goals. Get the dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor and receive personalized investment strategies plus comprehensive financial solutions from Bank of America. It is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services to help you live your best financial life.
Merrill Lynch Financial Advisor Christopher M Walters
Merrill Lynch Financial Advisor Christopher M Walters is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. Christopher M Walters has been recognized in Forbes' "America’s Top Wealth Management Teams High Net Worth" in 2022, 2023, and 2024, as well as in Forbes' "Top Next-Generation Wealth Advisors Best-in-State" in 2023. Supported by the global resources of Merrill, Christopher M Walters' team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Christopher M Walters helps individuals, families, and family offices advance a more thoughtful, cohesive, and purposeful approach to their wealth. With over 15 years of industry experience, Christopher is skilled in helping clients align their objectives with their unique risk tolerance, tax circumstances, and timeframes. He offers a creative and analytical approach grounded in a steadfast commitment to client well-being.
Matthew Sheerin - Associate Financial Advisor, Ameriprise Financial Services, LLC
Matthew Sheerin is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue, Garden City, New York, United States. The institution, known as Halcyon Financial Partners, has been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. The team at Halcyon Financial Partners is dedicated to providing personalized guidance and planning to help clients achieve their financial goals for both today and tomorrow. With a focus on integrity and loyalty, the team seeks to form long-term relationships with clients based on trust and professionalism. If you would like to schedule a complimentary initial consultation or learn more about the services offered, please get in touch. Securities are offered through Ameriprise Financial Services, LLC, and investment products involve risks including possible loss of principal. Matthew Sheerin is registered in certain states for conducting securities business, and more information can be found on FINRA's BrokerCheck website. Contact us today to discuss your financial needs and goals.
Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC
Philip Andriola is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue, Garden City, New York, United States. With 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®, Philip Andriola is equipped to provide comprehensive financial planning services for individuals and businesses. Whether you need assistance with retirement planning, estate planning, investment management, or insurance products, Philip Andriola has the expertise and experience to help you achieve your financial goals. Contact him today to schedule a consultation and take the first step towards securing your financial future.
Merrill Lynch Financial Advisor Ronald J Marciano
Merrill Lynch Financial Advisor Ronald J. Marciano is a seasoned professional with over 30 years of experience in the financial services industry. Located at 1325 Franklin Avenue in Garden City, New York, United States, Ron specializes in serving high net worth individuals, retirees, and small business owners. As a Chartered Retirement Counselor™ professional and Sports & Entertainment-Accredited Wealth Management Advisor™ designee, he focuses on money management, equities, mutual funds, insurance, and fixed income. Ron's investment philosophy emphasizes capital preservation and long-term growth, tailored to each client's individual needs and goals. Ron's commitment to his clients is evident in his solid work ethic, conservative investment approach, and dedication to client service. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. Ron is actively involved in the community, volunteering with organizations such as the Garden City Scholarship Fund, Scouts, and youth sports teams.
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