TOP 10 Solutions for better wealth in New York

Merrill Lynch Financial Advisor Lee R Nesser is a finance institution located at 114 West 47th Street, New York, New York, United States. The mission of the institution is to unlock the confidence, simplicity, and security that wealth is meant to provide. The institution serves clients from diverse backgrounds and professions, all connected by the common goal of better planning for their families. The Nesser | Sheft Group offers personalized financial and wealth management plans designed to preserve and grow the wealth of their clients. Recognized as "Best-in-State Wealth Advisors" by Forbes in 2021 and 2022, the group is supported by the global resources of Merrill and Bank of America. The advisors at Merrill Lynch are committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, clients can create a customized financial plan centered on their goals. The advisors work to help clients stay on track towards achieving their goals, adjusting their approach as needed. By getting to know clients personally and understanding their priorities, the advisors can offer a financial approach tailored to their unique needs. The institution offers a range of services, including investment advisory, financial planning, and other financial solutions. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Lee R Nesser aims to help clients live their best financial lives.

Foundation Source, located at 1 Hollow Lane in New Hyde Park, New York, is a finance institution that specializes in helping individuals and organizations navigate the world of philanthropy. With tech-enabled solutions, Foundation Source makes giving and managing a foundation easier for over 2,000 private foundations. They work with a variety of professionals, from law firms to wealth advisors, to ensure that philanthropic goals are met efficiently and effectively. Testimonials from satisfied clients highlight the seamless process and valuable support provided by Foundation Source. Their extensive library of educational material and expert insights offer essential features for foundations looking to make a positive impact. Whether you are starting a foundation or looking to enhance your philanthropic efforts, Foundation Source is dedicated to empowering individuals and companies to create a better world through philanthropy.

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.

Lifetime Planning is a finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States. We are excited to announce that we have changed our broker/dealer to better serve your investment accounts. Securities are offered through J.W. Cole Financial (JWC) member FINRA / SIPC, with advisory services provided by J.W. Cole Advisors, Inc. (JWCA). Lifetime Planning and JWC/JWCA are separate entities. Our registered representatives may only conduct business with residents of states and jurisdictions where they are properly registered. Please be aware that not all investments and services mentioned may be available in every state. As a member of FINRA, we offer various investor education resources, including BrokerCheck. For more information about our services and disclosures, please visit our website.

The Bonadio Group, located at 6 Wembley Court in Albany, New York, is a top 50 CPA firm offering a wide range of accounting and finance services to help clients overcome their financial and business challenges. With a deep understanding of each industry they serve, they provide tailored solutions for every engagement. The team at The Bonadio Group are problem solvers, industry experts, and trusted partners, working closely with clients to ensure their success. As an independent member firm of the Moore North America, Inc. Association, they have access to a global network of resources to better serve their clients. The Bonadio Group is dedicated to being a strategic, community-oriented partner, offering knowledgeable commentary on industry trends through various channels. Serving businesses in Buffalo, Rochester, Syracuse, and beyond, The Bonadio Group is committed to providing exceptional service and expertise to help clients thrive.

Merrill Lynch Financial Advisor Camille Forde is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. Camille Forde focuses on managing your wealth by creating personalized strategies that adapt to changing market conditions. By providing access to investment insights from Merrill and banking solutions from Bank of America, Camille Forde helps clients pursue their financial goals through personalized wealth management strategies. As a Merrill Lynch Wealth Management Advisor, Camille Forde believes in building strong relationships with clients by understanding their goals, priorities, and life changes. Through the Merrill Personal Wealth Analysis™, a personalized plan is created centered on the client's aspirations and focused on achieving what matters most to them.

Merrill Lynch Financial Advisor Lori A Bjorndahl is a finance institution located at 50 New York 111, Smithtown, New York, United States. At Merrill Lynch, every relationship begins with a conversation to help identify and prioritize your goals. Whether you are looking to transfer wealth to the next generation, customize your financial approach, or seek advice on staying informed, the team at Merrill Lynch listens to learn more about you and your family. Drawing upon research in behavioral finance, Merrill developed the Investment Personality Assessment to better understand your investing preferences and help customize your financial approach. The team at Merrill Lynch believes in helping you make investment decisions that align with your goals, whether it's planning for retirement, saving for a home, or funding a child's education. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with you to develop a personalized plan to address your financial needs. The mission of Merrill Lynch is to understand you and what matters most to you, in order to design and implement a personalized plan to help you pursue your financial goals while managing investment risk. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Contact Merrill Lynch Financial Advisor Lori A Bjorndahl to start working towards your financial goals today.

Merrill Lynch Financial Advisor Eugene Avila, located at 114 West 47th Street in New York, New York, United States, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch is composed of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. By starting with a conversation to identify and prioritize your goals, the team at Merrill Lynch helps you make investment-related decisions that align with your personal values and aspirations. Through the Investment Personality Assessment, Merrill gets to know you better as an investor, allowing for a customized financial approach tailored to your unique goals. With a commitment to integrity and transparency, the team at Merrill Lynch works together to help clients realize their full potential, offering services such as portfolio management, estate planning, and retirement plan strategies. By providing personalized plans centered on your goals and adapting to changes in your life and the financial markets, Merrill Lynch aims to help you achieve what's most important to you. Contact Merrill Lynch Financial Advisor Eugene Avila to start building a customized investment approach that addresses your needs and pursues your goals.

Jennaydra Jordan, Principal & Financial Advisor at JD Growth Financial Strategies, LLC, located at 97-77 Queens Boulevard, New York, United States, offers custom financial guidance to help clients enjoy today and have peace for tomorrow. New York Life is dedicated to serving professional advisors, providing personalized guidance to give clarity about financial situations and help clients achieve their goals. With practical education and step-by-step guidance, clients can better understand their finances and make wise decisions for themselves and their families. The team at JD Growth Financial Strategies tailors recommendations to suit individual needs and objectives, offering hands-on support in every phase of the financial journey. Jennaydra Jordan is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Investment advisory services are offered through Eagle Strategies, LLC. Clients can gain insight into their financial goals by entering basic details about their current situation. Neither JD Growth Financial Strategies nor New York Life provide tax, legal, or accounting advice, so clients are encouraged to consult their own professionals.

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.

Edward Jones - Financial Advisor: Mike Lombardi, CFP® is a reputable financial institution located at 233 Bedford Avenue, Bellmore, New York, United States. Specializing in finance, Mike Lombardi, a Certified Financial Planner, offers expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is dedicated to helping individuals and families secure their financial future. Contact Mike Lombardi today to schedule a consultation and start planning for a better tomorrow.

Belva Barned, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States, specializes in providing comprehensive financial planning services. Belva holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Belva is committed to upholding a high standard of ethics and continuously seeks to enhance her knowledge and skills to better serve her clients. Whether you are a retiree, small business owner, or high net worth individual, Belva's diverse expertise and personalized approach can help you achieve your financial goals. Contact Belva Barned today to discuss your financial needs and create a customized plan for your financial future.

Merrill Lynch Financial Advisor Thomas M. Vivian II is a finance institution located at 6245 Sheridan Drive, Williamsville, 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. Merrill's team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers services such as Registered Senior Wealth Management Client Associate and Wealth Management Client Associate - Resident Director Assistant. The advisors at Merrill Lynch Wealth Management focus on understanding their clients' family, goals, and priorities to help them pursue financial goals while managing investment risk. They provide personalized plans designed to help clients manage, grow, and preserve their wealth while considering their long-term financial needs. Through the Investment Personality Assessment, advisors at Merrill get to know clients better as investors and customize financial approaches to help them achieve their goals. The institution offers tools like Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals. Merrill Lynch Wealth Management Advisors work to help clients stay on track to achieve their goals by reviewing progress and making necessary adjustments to their financial approach. By getting to know clients personally and understanding what matters most to them, Merrill advisors create customized investment approaches tailored to their unique needs and priorities. The institution also offers access to the latest investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch Financial Advisor Thomas M. Vivian II is dedicated to putting clients first and providing personalized investment strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor Clayton L Millard is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. The team, supported by the global resources of Merrill, includes talented and experienced individuals who focus on helping clients achieve their personal financial goals. They offer personalized investment strategies tailored to each client's needs, goals, risk tolerance, and priorities. The team aims to simplify the complexities of investing and guide clients on their financial journey towards reaching their goals.

Merrill Lynch Financial Advisor Thomas M McAuley is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Our team specializes in working with individuals and families who are preparing for or entering into retirement. We are committed to our clients' best interests and have a reputation for maintaining a consistent approach to wealth management. By developing a deep understanding of our clients' long-term retirement goals, we help ensure that income lasts in retirement, cover potential health care costs, and preserve wealth. We believe that successful wealth management outcomes are primarily determined by Investor Behavior. Therefore, we employ a Disciplined Allocation strategy to provide a methodical approach to asset management while guiding the emotions intrinsic to the investment process. Our focus is on helping clients navigate the extremes of Fear and Fear of Missing Out to close the gap between investment returns and the historically lower returns earned by investors. We emphasize that successful investment outcomes are not based on predicting future events, but on executing a proper response to market events guided by a disciplined investment process.

The Senate Cooperatives is a well-established institution located at 388 Avenue S in New York, United States. We are a cooperative organization dedicated to promoting economic empowerment and community development through various cooperative initiatives. Our mission is to provide support and resources to individuals and businesses looking to establish or join cooperatives in order to create a more inclusive and sustainable economy. With a strong commitment to cooperation and collaboration, The Senate Cooperatives is a trusted partner for those seeking to build a better future for themselves and their communities.

C.T. Lee & Associates is a prestigious law firm located at 299 Broadway in New York City, specializing in immigration, business, real estate, and litigation cases. Led by Corey T. Lee, Esq., our team of expert lawyers is dedicated to providing top-notch legal representation tailored to meet each client's specific needs and goals. With a strong focus on immigration law, our attorneys understand the importance of long-term planning and strategy to achieve successful outcomes for individuals and businesses alike. Whether you need assistance with a complex business dispute, a real estate transaction, or any other legal matter, C.T. Lee & Associates is here to deliver the best results with the highest quality.

M&T Bank in Highland, New York, is a trusted financial institution offering a wide range of banking and finance services. Located at 10 Milton Avenue in the Highland Village branch, our team of dedicated professionals is ready to assist you with all your financial needs. Whether you are looking to open a checking or savings account, apply for a mortgage or loan, or explore business banking solutions, we are here to help. Our personal bankers will guide you through the process, answer your questions, and find the best terms and rates to suit your needs. With over 1,000 branches and 1,700 ATMs, M&T Bank is committed to providing convenient banking services to customers across the Northeastern United States.

Community Bank NA in Olean, New York is a trusted institution offering full-service financial solutions with a focus on exceptional customer service. Our Trust Department is dedicated to helping you with your estate planning needs and ensuring your assets are aligned. We also offer Premier Business Connect services for a seamless banking experience. Whether you are a new or existing customer, we are here to assist you every step of the way. Visit us today and experience better banking with Community Bank NA.

Stone Audiology: Your Path to Better Hearing and Better Living Located at 2626 W State St Suite 201, Olean, NY 14760, Stone Audiology is dedicated to improving the quality of life for individuals experiencing hearing loss. Our mission is simple: Better Hearing is Better Living.

Welcome to CXtec TCDC (Technology Certification and Distribution Center), your trusted partner in electronics and IT solutions, located at 400 South Salina Street, Syracuse, New York. As a premier electronics store, we specialize in balancing sustainability and security risks through safe, secure, reliable, and responsible solutions. With over 40 years of experience, we have grown to become the largest secondary market network hardware supplier in North America, offering extensive refurbishment, sourcing, distribution, and maintenance service capabilities. At CXtec, we are committed to future-proofing IT solutions through green and sustainable strategies. We help organizations worldwide rethink how they build, support, decommission, and upgrade their technology infrastructures. Our comprehensive IT lifecycle management solutions bridge the gap between the end of life and the end of usable life of IT hardware equipment, championing sustainability.

Welcome to CARGUYNY | Auto Lease of NYC, your premier destination for car leasing and purchasing in Manhattan. Located at 24 Sickles Street, we are a trusted car dealer committed to offering exceptional service and unbeatable prices. Our mission is simple: make car leasing and buying a seamless, stress-free experience for every customer. At CARGUYNY, we believe that leasing a vehicle should never feel like a chore. With our extensive network of nationwide dealers, we guarantee to beat any car lease price you’ve been quoted. Our team of experienced automotive brokers is dedicated to finding you the perfect vehicle at the best possible rate, ensuring you drive away with confidence and satisfaction.

Welcome to CARGUYNY | Auto Lease of Queens, your premier destination for hassle-free and personalized car leasing and buying services in Queens, New York. Located at 68-61 136th Street, we are committed to providing our customers with the best car deals in the region, ensuring a smooth and enjoyable experience from start to finish. At CARGUYNY, we understand that choosing a fleet leasing company involves more than just considering the cost. While larger companies may offer extensive resources, we pride ourselves on the flexibility and personalized service that only a small to mid-size company can provide. Our company policy guarantees that we will never be beaten on price, leveraging our nationwide dealer network to offer you unbeatable deals.

Welcome to Manhattan Armor, America's premier armored car dealership, conveniently located at 48-05 Metropolitan Avenue, Queens, New York 11385. At Manhattan Armor, your safety is our top priority. In an era where security concerns are escalating, we offer peace of mind with our state-of-the-art, ultra-lightweight armored vehicles. Our solutions are designed to protect you and your family from the rising threats of car-jacking, urban violence, and road rage incidents. Our vehicles seamlessly integrate advanced technology with traditional European craftsmanship, ensuring that they remain virtually indistinguishable from their non-armored counterparts. Only you will know the vital difference that keeps you safe on the road. We believe it is far better to have an armored car and not need it than to need it and not have it.

customer satisfaction and strive to make your car leasing or buying experience as seamless as possible. Located at 2118 East 65th Street, Brooklyn, New York, CarGuyNY is your go-to destination for all your automotive needs. Our commitment is simple: unbeatable prices and unparalleled service. Whether you're looking for a new lease on the latest models or seeking a reliable pre-owned vehicle, our team of expert automotive brokers is here to guide you every step of the way. We understand that choosing the right vehicle involves more than just finding the lowest price. That's why we offer a personalized approach, taking the time to understand your unique needs, lifestyle, and budget. Our extensive network of nationwide dealers ensures that we can offer you the most competitive rates and a wide variety of options, from sleek sedans to spacious SUVs.

Welcome to CARGUYNY | Auto Lease Long Island, your premier destination for hassle-free car leasing and purchasing in Commack, New York. Located at 369 Veterans Memorial Highway, we are proud to serve the Long Island community with exceptional automotive services tailored to meet your unique needs. At CARGUYNY, we understand that choosing the right fleet leasing company involves more than just cost considerations. Our commitment to unbeatable prices, coupled with our nationwide dealer resources, ensures that you receive the most competitive lease deals available. We take the stress out of car leasing by shopping through an extensive network to find the perfect vehicle for you at the best possible price.

ATM Machine at The Baywalk Cafe Welcome to the ATM Machine at The Baywalk Cafe, conveniently located at 310 Bay Walk, Ocean Beach, New York 11770, United States. Whether you're grabbing a coffee or enjoying a meal by the beach, our ATM is here to provide you with easy and quick access to your finances.

Welcome to the ATM Machine at Crossroads Convenience Store, conveniently located at 12940 New York 438, Gowanda, NY 14070. Our ATM offers you easy and secure access to your cash whenever you need it. Whether you're a local resident or just passing through, our machine is ready to serve your financial needs. Are you curious about the ATM business or interested in owning an ATM machine? We invite you to explore the exciting world of ATM ownership and discover how it can create a lifetime of passive income. By placing a FREE ATM in your store, you can save on credit card fees, keep customers from going elsewhere, and generate additional revenue.

Welcome to SoVous, your premier health and spa destination located at 9 East 68th Street in the heart of Manhattan, New York City. At SoVous, we embrace the philosophy that beauty is a gift — one that deserves to be cherished and nurtured. Our name, derived from the French phrase for ‘take care of you,’ embodies our commitment to providing each client with unparalleled attention and care in our state-of-the-art Aesthetics Center. Led by the esteemed Lisa M. Chevalier, M.M.S., PA-C, a renowned Master Injector and aesthetic expert, SoVous offers bespoke treatment plans that are meticulously tailored to highlight your natural beauty. Lisa’s profound love for the arts and her dedication to aesthetics converge to create a practice that not only enhances your appearance but also enriches your life. Her extensive experience and artistic insight ensure that every treatment delivers natural-looking, stunning results.

Welcome to Curl Bar Beauty, your premier destination for exceptional hair care services located at 127 East 59th Street, Manhattan, New York. Our salon is dedicated to embracing and enhancing the natural beauty of your curls with a wide array of specialized services tailored to meet your unique needs. At Curl Bar Beauty, our passion for curly hair is evident in every client who walks through our doors. Our skilled technicians are experts in creating vibrant, personalized styles, whether you desire natural hues or bold, pastel tones. We pride ourselves on our ability to craft haircuts that are curated specifically for your curl pattern, ensuring a look that complements your natural beauty.