Tailored asset management in New York, New York

Gabriel Sakellaridis is a Financial Advisor at Ameriprise Financial Services, LLC, located at 767 3rd Avenue, New York, New York, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Gabriel Sakellaridis offers expert financial advice tailored to individual needs. Specializing in areas such as asset management, retirement planning, estate planning, and investment strategies, Gabriel Sakellaridis is dedicated to providing comprehensive and personalized financial services to clients. Whether you are a retiree, small business owner, or high net worth individual, Gabriel Sakellaridis has the expertise and knowledge to help you achieve your financial goals.

Merrill Lynch Financial Advisor Eric J Melnick is a finance institution located at 200 Park Avenue, New York, New York, United States. Our mission is to establish strong and enduring relationships with clients to assist them in achieving their financial goals through the development and implementation of a comprehensive, goals-based lifetime investment plan that not only grows but also preserves wealth. Supported by the global resources of Merrill, our team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. We specialize in asset allocation, personalized financial strategies, and investment management tailored to meet the unique needs of high net worth families, corporations, entrepreneurs, and more.

Located at 560 Lexington Avenue in New York, Merrill Lynch Financial Advisor Michael B Smyth offers top-tier financial services for clients seeking expertise and personalized attention. With a team of 20 professionals operating under Merrill Lynch Wealth Management, a division of Bank of America Corporation, the 712 Investment Group has a track record of excellence dating back to the 1980s. Led by partners with decades of experience, the team is dedicated to crafting tailored wealth management strategies that align with clients' goals, risk tolerance, and values. The institution prides itself on a client-centric approach, listening attentively to understand the unique financial needs of each individual or organization. By leveraging industry-leading research and due diligence, the team designs custom investment strategies to help clients pursue their financial objectives. Additionally, they collaborate with clients' tax and estate planning professionals to ensure alignment with tax minimization strategies.

Merrill Lynch Financial Advisor Paul Selvin, located at 75 Rockefeller Plaza in New York, United States, offers personalized financial planning and investment advice to help clients achieve their goals. With a focus on understanding each client's unique needs and priorities, the institution provides a one-on-one relationship with dedicated advisors who are committed to putting the interests of their customers first. Drawing upon research in behavioral finance, Merrill utilizes the Investment Personality Assessment to tailor financial approaches to individual preferences and goals. The institution's team of experienced advisors, supported by the global resources of Merrill and Bank of America, offers comprehensive financial solutions to address a wide range of financial challenges. Recognized for exemplary client service, Merrill Lynch Wealth Management Advisors are committed to helping clients navigate the complexities of their financial lives and achieve their goals. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Paul Selvin is dedicated to helping clients pursue their financial goals and live their best financial life.

Merrill Lynch Financial Advisor Matthew C. Dupuis is located at 75 Rockefeller Plaza in New York, New York, United States. This institution specializes in finance and is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. With a team of talented and experienced individuals, Merrill Lynch is committed to building strong client relationships based on trust and personalized service. Their mission is to understand each client's unique goals and priorities, and to design and implement a personalized financial plan to help them pursue their financial goals while managing investment risk. By focusing on potential solutions and utilizing the resources of Merrill and Bank of America, they work with clients to develop an approach tailored to their financial needs. The institution offers the Merrill Personal Wealth Analysis™ to help build and document a personalized plan centered on individual goals. The advisors at Merrill Lynch Wealth Management are dedicated to helping clients navigate the complexities of their financial lives and achieve their financial goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch aims to help clients live their best financial lives.

Debra Feaser - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious financial institution located at 1441 South Avenue, New York, United States. Debra Feaser is a highly qualified professional with a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, investment opportunities, and retirement planning. Debra Feaser specializes in providing personalized wealth management services to individuals and small business owners. She is dedicated to upholding a code of ethics and staying up-to-date on the latest investment strategies and financial planning techniques. Whether you are looking to plan for retirement, manage your assets, or navigate complex financial situations, Debra Feaser is equipped to help you achieve your financial goals.

The Winged Keel Group is a prominent insurance agency located at 60 East 42nd Street in New York, New York, United States. With a strong focus on providing tailored insurance solutions for high-net-worth individuals and families, the Winged Keel Group is known for its expertise in complex risk management and wealth preservation strategies. Their team of experienced professionals is dedicated to delivering personalized service and innovative insurance solutions to meet the unique needs of their clients. Whether it's life insurance, estate planning, or business succession planning, the Winged Keel Group is committed to helping their clients protect and grow their assets for future generations.

Daniel R Masiello is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1 Teleport Drive in New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing personalized financial advice, Daniel R Masiello is dedicated to helping individuals achieve their financial goals and secure their financial future. Whether you are a retiree, small business owner, or high net worth client, Daniel R Masiello has the knowledge and experience to guide you through important financial decisions. Partner with Daniel R Masiello for comprehensive wealth management services tailored to your unique needs.

Michael Marracello is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 Teleport Drive in New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. Michael Marracello is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding high ethical standards and continuously expanding his knowledge to better serve his clients. Contact Michael Marracello today for comprehensive financial planning services tailored to your specific needs.

Glendon Marcelle - TD Wealth Financial Advisor is a reputable financial institution located at 210-212 Prospect Park Southwest in New York, United States. As a trusted advisor, Glendon Marcelle offers expert financial guidance and personalized wealth management services to clients seeking to grow and protect their assets. With a focus on building long-term relationships and providing tailored solutions, Glendon Marcelle helps individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your finances more effectively, Glendon Marcelle is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Northwestern Mutual - The Milano Financial Group is a reputable financial institution located at 1602 Richmond Road in New York, United States. Specializing in providing financial planning and investment services, they are dedicated to helping clients achieve their financial goals and secure their futures. With a team of experienced financial advisors, they offer personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Northwestern Mutual - The Milano Financial Group is committed to providing expert guidance and support every step of the way.

Uni Sol Financial Services is a premier finance institution located in New York, United States. With a strong reputation for providing top-notch financial services, Uni Sol is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Uni Sol's team of experienced professionals is here to guide you every step of the way. Trust Uni Sol Financial Services to provide you with expert financial solutions tailored to your specific needs.

Target Capital Group Inc is a leading finance institution located at 2753 Coney Island Avenue in New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their goals. Whether you are looking for investment opportunities, financial planning, or assistance with managing your assets, we are here to help. Our commitment to excellence and personalized service sets us apart from the rest. Contact us today to learn more about how Target Capital Group Inc can help you reach your financial objectives.

Charter Oak Insurance & Financial Services is a trusted finance institution located at 8112 3rd Avenue in New York, United States. We specialize in providing comprehensive insurance and financial services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you are looking for insurance coverage or investment advice, Charter Oak Insurance & Financial Services is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help secure your financial future.

Spearhead Solutions is a leading finance institution located at 1561 Union Street in New York, United States. With a team of experienced professionals, Spearhead Solutions offers a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Spearhead Solutions is dedicated to providing personalized solutions tailored to your specific needs. Trust us to be your partner in financial success.

World Insurance Brokerage Ltd is a reputable insurance agency located at 6412 20th Avenue in New York, United States. Established in 1987 by Joseph & Joann Privitelli, the agency has been serving the Tri-State area for over 30 years. At World Insurance Brokerage Ltd, we offer quality and individually tailored insurance services to both private and business clientele. Whether you need auto insurance, home insurance, personal property insurance, or commercial insurance, our team of professionals is here to help. We specialize in risk management solutions and business insurance coverage for small to mid-size organizations.

International Wealth Tax Advisors, LLC is a leading finance institution located in the bustling city of New York, United States. Our team of expert advisors specializes in providing comprehensive wealth tax solutions for individuals and businesses with international assets. With a focus on maximizing tax efficiency and minimizing liabilities, we offer personalized strategies tailored to each client's unique financial situation. Trust International Wealth Tax Advisors, LLC to help you navigate the complexities of global tax laws and optimize your wealth management.

Breukelen Wealth & Taxes is a leading accounting and finance institution located at 155 Prince Street in New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, wealth management, or financial planning, we are here to assist you every step of the way. With a commitment to excellence and a focus on delivering personalized solutions, Breukelen Wealth & Taxes is your trusted partner for all your financial needs.

Romero Financial Services is a reputable finance institution located at 90 North Street in Middletown, New York, United States. With a strong commitment to providing expert financial advice and services to individuals and businesses, Romero Financial Services offers a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our team of experienced professionals is dedicated to helping you achieve your financial goals. Trust Romero Financial Services to provide you with the expertise and guidance you need to secure your financial future.

Ashley Insurance is a reputable insurance agency located at 6336 State Route 21 in Williamson, New York, United States. With a commitment to providing personalized service and comprehensive coverage options, Ashley Insurance strives to meet the unique needs of each client. Whether you are looking for auto, home, life, or business insurance, their knowledgeable agents are dedicated to finding the right policy for you. Trust Ashley Insurance for all your insurance needs and experience peace of mind knowing you are protected.

OneGroup is an insurance agency located at 182 Main Street, Oneida, New York, United States. We specialize in providing innovative risk management solutions to help businesses control and reduce their overall cost of insurance. Our team of highly trained business risk specialists, backed by over 200 experts from various industries, is dedicated to ensuring that your business is protected with the best insurance coverage tailored to your specific needs. In addition to business insurance, OneGroup also offers personal insurance options to protect you at every stage of your life. Our personal insurance specialists will conduct a thorough review of your unique circumstances to ensure that everything you value is fully protected.

Sterling Casualty Company LLC is an insurance agency located at 201 East Jefferson Street in Syracuse, New York, United States. Our mission is to provide high quality insurance products and Risk Management plans to businesses and individuals in Central New York. We partner with diverse insurance carriers who share our commitment to excellence and fairness. Our goal is to match our clients with the best products at competitive prices, always striving to do the right thing. We offer reliable homeowners insurance coverage to protect your home and loved ones, as well as various discounts to help lower auto insurance rates. We understand the importance of small businesses in the American economy and work hard to support entrepreneurs by providing tailored insurance solutions. Trust Sterling Casualty Company to safeguard your assets and provide peace of mind for the future.

Mike Beres - State Farm Insurance Agent is a trusted insurance agency located at 12469 Olean Road in Chaffee, New York, United States. Our dedicated team has been serving customers in Yorkshire, Chaffee, Arcade, Delevan, and surrounding areas in Erie, Cattaraugus, and Wyoming counties for the past 22 years. We specialize in providing car insurance, home insurance, renters insurance, and life insurance tailored to meet your individual needs. When you contact us, you can expect to receive a detailed quote with accurate pricing and comprehensive coverage to protect you in any situation. Our team is committed to helping you safeguard your assets and loved ones. In addition to insurance services, we also offer tips on home maintenance, identity theft prevention, and DIY auto repairs to help you save money and stay safe.

Albion Agencies is a trusted insurance agency located at 30 North Main Street in Albion, New York, United States. Our experienced team is dedicated to helping individuals and businesses find the right insurance coverage to protect their assets and loved ones. We offer a wide range of insurance products, including auto, home, life, and business insurance. With personalized service and competitive rates, Albion Agencies is committed to providing peace of mind and financial security to our clients. Visit us today to discuss your insurance needs and discover why we are a leading choice in the Albion community.

Genesee Valley Agency is a locally-owned, family-oriented insurance agency located at 128 Main Street in Dansville, New York. Our mission is to provide a VIP insurance experience for all our clients. With multiple offices across New York state, we have merged with other agencies to offer a wide variety of insurance solutions. As an independent insurance agency, we represent over 30 different insurance companies, giving you options to find the best coverage for your unique situation. Our team is dedicated to providing quality, value-driven solutions while prioritizing customer service and education on coverage options.

Insurance Pros: Global Pro Coverages is a reputable insurance agency located at 1600 Express Drive South in Hauppauge, New York. We provide a wide range of insurance products and services to meet the needs of individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients find the right coverage at the best possible rates. Whether you are looking for auto, home, life, or business insurance, we have you covered. Trust Insurance Pros: Global Pro Coverages to protect what matters most to you.

TDS Insurance Brokerage Corp. is a trusted insurance agency located at 118 Beverley Road in New York, United States. Specializing in a variety of insurance services including AUTO, BLACK CAR, CAR SERVICE, GREEN CAB, HOME, BUSINESS, CONSTRUCTION, and WORKERS COMPENSATION insurance, TDS is dedicated to providing tailored coverage to protect your assets. Our agents represent the company, while brokers represent the client, ensuring that we always prioritize your needs and follow all rules and regulations. Whether you are looking for Homeowners Insurance, Tenant Occupied Property Insurance, Vacant Building Insurance, Commercial/Mixed-Use Property Insurance, Business Insurance, or Construction Insurance, TDS has you covered. We work with multiple insurance companies to compare pricing and provide you with the best savings. Contact us for free, no-obligation quotations for house and auto insurance, and let our helpful staff assist you in obtaining comprehensive coverage with the lowest premiums. Partner with TDS Insurance Brokerage Corp. for all your insurance needs and conduct business with confidence and legal safeguards.

SCS Agency Inc is a family-owned and operated insurance agency located at 1981 Marcus Avenue, North New Hyde Park, New York, United States. We pride ourselves on providing personalized care and attention to our clients, offering solutions to uncover and manage risks effectively. Our unique SCS Family Pricing Plan™ is designed to eliminate risk and protect your business investment. We take a holistic approach to insurance, focusing on proactive risk management and mitigation to ensure your business is always covered. Our team of experienced professionals analyzes your business as a whole, offering tailored solutions that evolve with your needs. We prioritize communication and transparency, providing timely and honest assistance for all your insurance needs.

The Carmoon Group Ltd is a health insurance agency located at 240 Fulton Avenue, Hempstead, New York, United States. With personalized attention and prompt service, they specialize in providing insurance tailored to your industry needs. Clients have praised them for their ability to find the lowest possible cost on policies while ensuring excellent coverage. As a realtor, it is important to have a solid risk management program in place to protect your assets from various risks such as property damage, theft, and liability claims. The Carmoon Group Ltd offers contract bonds to ensure adherence to construction contracts, business insurance to guard against financial loss, and medical malpractice insurance to protect healthcare professionals from claims. With their expertise in insurance and risk management, they provide peace of mind for businesses and individuals alike.

Trusted Capital Insurance Brokerage Inc. is an independent insurance agency located at 70 East Sunrise Highway in Valley Stream, New York. With over 20 years of experience, we are dedicated to providing our clients with the best insurance solutions to meet their changing needs. Whether you are a first-time driver or a homeowner, we offer tailored coverages to fit your specific needs, just like a suite. Our team at Trusted Capital Insurance Brokerage Inc. is committed to helping homeowners and business owners save money while ensuring that the coverages they choose will protect their assets. We educate our customers on how their coverage works and point out any potential gaps that could lead to financial consequences. By having the proper insurance coverage, you can have peace of mind knowing you are protected against any unforeseen events in life.