TOP 10 Strategy development in Garden City, New York
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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 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.
Merrill Lynch Financial Advisor Matthew R Sullivan
Merrill Lynch Financial Advisor Matthew R Sullivan is a distinguished finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution prides itself on 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. With over 15 years of industry experience, Tom Sullivan helps individuals, families, and family offices develop thoughtful and purposeful wealth management strategies. He specializes in portfolio design, stock strategies, estate planning, and lending services. Tom is a CERTIFIED FINANCIAL PLANNER™ certificant and a qualified Portfolio Manager at Merrill.
Merrill Lynch Financial Advisor Anthony J Russo
Merrill Lynch Financial Advisor Anthony J Russo, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a sophisticated suite of financial strategies tailored to successful professionals and wealthy families. The Russo Rosenstein Group operates under the belief that financial decisions play a crucial role in enhancing clients' lives. With a boutique level of personal service and attention, the highly credentialed advisors educate and coach clients to ensure integrated strategies are followed. The institution works with a finite number of clients to provide personalized recommendations based on unique planning needs. They assist with both personal and business financial matters, including plan design and implementation for business owners. The team at The Russo Rosenstein Group has the experience and ability to manage high concentrations of wealth for affluent clients nationwide. Clients are not defined by the value of their assets, but by their personalities, priorities, and aspirations. The institution serves clients at various life stages, offering a strategic and analytical approach to financial planning. With a focus on multi-generational wealth management, the team helps clients achieve their significant goals for family, business, and philanthropy. The advisors proactively help clients navigate opportunities and circumstances, taking a holistic view of their financial picture. The institution is committed to providing high caliber intelligence and insight to support clients in achieving their financial goals. With a passion for superior wealth management, the team at The Russo Rosenstein Group is dedicated to providing personalized and professional service to clients.
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.
Merrill Lynch Financial Advisor Raffaele DeGruttola
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.
Peter Barone - Financial Advisor, Ameriprise Financial Services, LLC
Peter Barone, a financial advisor at Ameriprise Financial Services, LLC, located at 401 Franklin Avenue in Garden City, New York, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review progress and updates as life changes, Peter helps you track your financial goals securely from any device. Schedule a complimentary initial consultation to learn more about how Peter can help you achieve a more confident financial future. As a member of FINRA and SIPC, Peter Barone can conduct securities business with residents of states in which he is properly registered. Ameriprise Financial Services, LLC provides investment advisory products and services, with a focus on helping clients reach their financial goals. Take the next step towards financial security by contacting Peter Barone for a consultation today.
Merrill Lynch Financial Advisor Thomas C Nastasi
Merrill Lynch Financial Advisor Thomas C Nastasi, located at 1325 Franklin Avenue, Garden City, New York, United States, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by financial industry publications and Bank of America Corporation, our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, our financial advisors focus on what matters most to you - your family, goals, and priorities. Through in-depth conversations, we help you identify and prioritize your financial goals, whether it's planning for retirement, buying a home, or funding a child's education. Our Investment Personality Assessment allows us to customize a financial approach tailored to your unique preferences and goals.
Merrill Lynch Financial Advisor Matthew J. Biblo
Merrill Lynch Financial Advisor Matthew J. Biblo, 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 timely insights on market trends and the global economy, clients can stay on track towards their financial goals. By answering a few questions, clients can be matched with advisors best suited to their needs. The May Malfettone Gold Biblo Group is dedicated to helping clients navigate financial decisions and identify opportunities. With a focus on transparency, realistic goal-setting, and a team approach, the advisors work to create personalized wealth management strategies tailored to each client's unique circumstances. By understanding clients' aspirations, the advisors can develop flexible strategies to navigate changing market conditions and help clients manage, grow, and preserve their wealth. Through the Investment Personality Assessment, Merrill advisors gain a deeper understanding of clients' investing preferences to customize financial approaches that align with clients' goals. With access to the investing insights of Merrill and banking solutions from Bank of America, clients can make informed decisions as they pursue their financial objectives. The advisors at Merrill believe that financial success is achieved through thoughtful decision-making and adjustments that align with clients' goals. As clients' lives and goals evolve, the advisors provide tools to help track these changes and adjust financial approaches accordingly. With a focus on bringing fresh perspectives to clients' financial lives, the advisors at Merrill go beyond traditional roles to provide comprehensive financial guidance and support.
Merrill Lynch Financial Advisor Richard Matthew Eisman
Merrill Lynch Financial Advisor Richard Matthew Eisman is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Managing your wealth with a deep understanding of your financial picture is the priority here. With a focus on what matters most to you, a flexible strategy is created to adapt to changing market conditions. Access to investment insights from Merrill and banking solutions from Bank of America is provided to help you pursue your personalized wealth management goals. The institution believes in community involvement and volunteering in organizations. Personalized wealth management strategies are developed through the Merrill Personal Wealth Analysis™ to create a plan centered on your goals. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting them as they change over time. By listening to your aspirations and priorities, a personalized financial approach is designed to help you achieve your goals. Investment decisions are made based on your personal goals and preferences, with a focus on turning your aspirations into reality. Regular check-ins are done to discuss any changes in your life and financial approach to ensure you stay on track towards your goals. The institution offers the latest investment insights, tips, and strategies to help you live your best financial life. Richard Eisman is registered to do business in various states. Remember that investing involves risk and past performance does not guarantee future results. It is recommended to consult legal and tax advisors before making any financial decisions. Merrill offers a range of services including brokerage, investment advisory, and financial planning. The institution aims to provide personalized investment strategies and comprehensive financial solutions to help you achieve your financial goals.
David Levine - Financial Advisor, Ameriprise Financial Services, LLC
David Levine - Financial Advisor at Ameriprise Financial Services, LLC, located at 377 Oak Street, Garden City, New York, United States, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting to life's changes, David Levine can provide guidance on saving for major purchases or meeting current needs. Background and qualification information is available on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure. David Levine is registered to conduct securities business in certain states. The institution cannot guarantee future financial results. Visitors to the website are bound by the terms of Ameriprise Financial Website Rules and Regulations. Referrals are welcomed, and clients can expect to hear from David Levine soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for clients.
Merrill Lynch Financial Advisor Kaitlyn Rodesk
Merrill Lynch Financial Advisor Kaitlyn Rodesk, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. As part of Merrill advisors, the institution prioritizes understanding your goals and aspirations to provide advice and guidance that aligns with your priorities. The team, known as The Miller – Wachtler Group, has over 60 years of combined experience in the financial services industry, specializing in working with High Net Worth individuals, affluent families, and small to mid-sized businesses. With access to the resources of Merrill and Bank of America, they develop customized financial solutions based on your unique needs and goals. The institution has received recognition from Forbes for their exceptional client service, setting the standard for exemplary wealth management. The team is committed to building strong client relationships based on trust and personalized service, offering the Merrill Personal Wealth Analysis™ to create a personalized plan focused on your goals. They understand that life and financial markets change over time, and regularly review and adjust your financial approach to help you achieve what matters most to you.
Merrill Lynch Financial Advisor Robert V Nero
Merrill Lynch Financial Advisor Robert V Nero, 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 team at Merrill Lynch Wealth Management is dedicated to helping clients pursue their financial goals and secure their future. They prioritize clients' interests and strive to build long-term relationships based on trust and loyalty. The institution provides services such as asset allocation, diversification, investment selection, and downside risk management to help clients optimize their portfolios and manage their wealth effectively. The team at Merrill understands the complexities of managing wealth in today's world and offers personalized strategies tailored to each client's unique circumstances.
The StoneTower Group - UBS Financial Services Inc.
The StoneTower Group - UBS Financial Services Inc. is a reputable finance institution located at 1055 Franklin Avenue in Garden City, New York, United States. With a strong focus on providing personalized financial solutions, the institution offers a wide range of services including wealth management, investment advisory, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, The StoneTower Group - UBS Financial Services Inc. is committed to providing expert guidance and support every step of the way.
Greenwood Ecologics
Greenwood Ecologics is a leading institution dedicated to promoting sustainable living and environmental conservation. Located at 5156 Safford Road in Gainesville, New York, United States, Greenwood Ecologics offers a range of programs and initiatives aimed at educating the community about the importance of protecting our planet. From workshops on organic farming to guided nature walks, Greenwood Ecologics provides valuable resources and information for individuals looking to make a positive impact on the environment. Join us in our mission to create a greener, healthier world for future generations.
The Eastman Reserve
The Eastman Reserve is a brand new living community located at 303 Eastman Avenue in Rochester, New York. Offering 1, 2, and 3-bedroom apartments, townhouses, and single-family rentals, The Eastman Reserve provides a variety of floor plan options to suit individuals and families. With lifestyle-inspired amenities, community-centered design, luxurious features, affordability, and convenience, The Eastman Reserve is the perfect place to call home. Residents can enjoy the convenience of a private dog park for their furry friends, as well as modern finishes, garden gatherings, pavilion grilling, and rooftop relaxation. Situated within the Eastman Business Park in Rochester's historic Maplewood neighborhood, The Eastman Reserve is steps away from schools, businesses, shops, parks, restaurants, and more.
Charles Menacho - Morgan Stanley
Charles Menacho - Morgan Stanley is a prestigious finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. With a strong reputation for excellence and expertise in the financial industry, Charles Menacho - Morgan Stanley offers a wide range of services including investment banking, wealth management, and financial advisory. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Charles Menacho - Morgan Stanley is committed to providing personalized solutions tailored to your individual needs.
Spivack Management LLC
Spivack Management LLC is a reputable institution located at 2 Wildwood Gardens in Port Washington, New York, United States. With a focus on providing top-notch management services, Spivack Management LLC offers a range of professional solutions for businesses and individuals alike. Whether you are looking for property management, financial consulting, or general business management services, Spivack Management LLC has the expertise and experience to meet your needs. Trust in their dedicated team to help you achieve your goals and navigate the complexities of today's business world.
Stewart House
Stewart House is a renowned institution located at 366 Stewart Avenue in Garden City, New York, United States. As a leading educational and community hub, Stewart House offers a wide range of programs and services to support individuals of all ages and backgrounds. From academic enrichment programs to cultural events and social services, Stewart House is dedicated to fostering personal growth, community engagement, and lifelong learning. With a commitment to excellence and inclusivity, Stewart House is a welcoming and vibrant space where individuals can come together to learn, connect, and thrive.
Hamilton House
Hamilton House is a prestigious institution located at 101 2nd Street in the charming town of Garden City, New York. With a rich history of providing top-notch education and community services, Hamilton House is known for its commitment to excellence and dedication to fostering a supportive and inclusive environment for all. Whether you're looking to further your education, engage in community programs, or simply enjoy the beautiful surroundings, Hamilton House is the perfect place to learn, grow, and thrive.
Levine & Associates, LLC
Levine & Associates, LLC is a reputable accounting and finance institution located at 300 Garden City Plaza in Garden City, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, Levine & Associates, LLC is dedicated to providing personalized and comprehensive financial solutions to help you achieve your goals. Contact them today to schedule a consultation and take control of your financial future.
Certus LLP
Certus LLP is a leading accounting and finance institution located at 585 Stewart Avenue in Garden City, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a commitment to accuracy and integrity, Certus LLP is your trusted partner for all your accounting and finance needs.
Bright Success Group Inc.
Bright Success Group Inc. is a leading institution in the field of accounting and finance located at 217-06 Merrick Boulevard in New York, United States. With a strong focus on providing top-notch education and training in the financial industry, Bright Success Group Inc. offers a wide range of courses and programs designed to help individuals succeed in the world of finance. Our expert faculty and state-of-the-art facilities ensure that students receive the highest quality education and hands-on experience to prepare them for successful careers in accounting and finance. Join us at Bright Success Group Inc. and take the first step towards a bright and prosperous future in the financial industry.
Vona & Vona LLP
Vona & Vona LLP is a reputable accounting and finance institution located at 320 Nassau Boulevard in Garden City, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. From tax preparation to financial planning, Vona & Vona LLP offers a wide range of services to help their clients achieve their financial goals. Whether you need help with bookkeeping, investment strategies, or estate planning, you can trust Vona & Vona LLP to provide expert guidance and support.
Street talk
Street Talk is a community-based organization located at 630 Old Country Road in Garden City, New York. Our mission is to provide a platform for open and honest discussions about important social issues affecting our society. Through workshops, seminars, and events, we aim to educate and empower individuals to become active participants in creating positive change in their communities. Join us at Street Talk and let your voice be heard.
Hard Money Lender New York Manhattan Bridge Capital Inc.
Manhattan Bridge Capital Inc. is a reputable hard money lender located in New York, United States. Situated at 125-10 Queens Boulevard, this finance institution specializes in providing quick and efficient loan solutions for real estate investors and developers. With a focus on bridge loans and short-term financing options, Manhattan Bridge Capital Inc. offers competitive rates and flexible terms to meet the diverse needs of its clients. Trusted for its reliable and transparent lending practices, this institution is a top choice for those seeking fast and reliable financial solutions in the competitive real estate market of New York City.
Cronus Capital Group
Cronus Capital Group is a leading finance institution located at 1225 Franklin Avenue in Garden City, New York, United States. With a strong focus on investment banking, asset management, and financial advisory services, Cronus Capital Group is dedicated to helping clients achieve their financial goals. Our team of experienced professionals provides personalized solutions and strategic guidance to navigate the complexities of the financial markets. Whether you are looking to grow your wealth, manage risk, or plan for the future, Cronus Capital Group is here to support you every step of the way.
White Bridge Funding Group LLC
White Bridge Funding Group LLC is a finance institution located at 591 Stewart Avenue in Garden City, New York, United States. We specialize in providing funding solutions for individuals and businesses in need of financial assistance. Our team of experts is dedicated to helping clients navigate the complex world of finance, offering personalized solutions to meet their unique needs and goals. Whether you are looking to secure a loan, invest in a new venture, or simply need advice on managing your finances, White Bridge Funding Group LLC is here to help. Contact us today to learn more about how we can assist you in achieving your financial objectives.
EnviWorld Queens
EnviWorld Queens is a leading institution located at 84-02 Roosevelt Avenue in New York, United States. With a focus on environmental education and sustainability, EnviWorld Queens offers a wide range of programs and resources for students and community members interested in learning about the environment and how to protect it. From workshops and seminars to hands-on projects and research opportunities, EnviWorld Queens is dedicated to fostering a deeper understanding of environmental issues and inspiring positive change. Join us in our mission to create a more sustainable future for our planet.
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