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TOP 30 Tailored risk management plans in New York, NY
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Christopher Zarra - Private Wealth Advisor, Ameriprise Financial Services, LLC
Christopher Zarra is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States. Christopher Zarra holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Christopher Zarra's expertise in asset management, estate planning, retirement planning, investment management, and more. Contact Christopher Zarra for comprehensive financial advice tailored to your individual needs.
Merrill Lynch Financial Advisor Brett J Goldberg
Merrill Lynch Financial Advisor Brett J Goldberg, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized financial advice and guidance for successful individuals and families. With a focus on long-term planning and investment strategies tailored to your life goals, risk tolerance, and liquidity needs, our team is committed to helping you achieve your financial aspirations. Through one-on-one discovery meetings and in-depth analysis, we work closely with you to create a personalized plan that reflects your unique needs and priorities. Our goal is to help you manage, grow, and preserve your wealth, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we provide comprehensive financial solutions to address your financial needs. As Merrill Lynch Wealth Management Advisors, we are dedicated to building strong client relationships based on trust and personalized service. Let us work together to help you reach your goals and live your best financial life.
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.
Barbara Barletta - Registered Practice Associate, Ameriprise Financial Services, LLC
Barbara Barletta is a Registered Practice Associate at Ameriprise Financial Services, LLC located at 1001 Franklin Avenue in Garden City, New York. Specializing in finance, Barbara offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies, and track goals securely online. By scheduling a complimentary initial consultation, clients can explore how Barbara can help with retirement planning, education savings, major purchases, and more. Barbara is registered in certain states and adheres to FINRA's regulations. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, providing a secure and trustworthy platform for financial planning.
Dave Someria - Associate Financial Advisor, Ameriprise Financial Services, LLC
Dave Someria is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 85 East Old Country Road, Hicksville, New York, United States. Specializing in finance, Dave offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, clients can track their investments and accounts securely from any device. Dave provides complimentary initial consultations to discuss retirement, education, major purchases, and other financial goals. As a registered advisor, Dave can conduct securities business with residents of specific states listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, offering a secure and reliable financial planning experience. Contact Dave Someria today to learn more about achieving your financial goals.
Klerer Financial Services, Inc.
Klerer Financial Services, Inc. is a reputable finance institution located at 3272 Merrick Road in Wantagh, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Klerer Financial Services, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Visit them today to see how they can help you secure your financial future.
Krishna Iyer - Morgan Stanley
Krishna Iyer - Morgan Stanley is a finance institution located at 2 Jericho Plaza in Jericho, New York, United States. As a branch of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, Krishna Iyer - Morgan Stanley is dedicated to providing top-notch financial advice and solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Krishna Iyer - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and ease.
ACVG Associates - Ameriprise Financial Services, LLC
ACVG Associates - Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, is a finance institution dedicated to helping individuals achieve their financial goals. With a focus on personalized advice and tailored investment strategies, our team of advisors works closely with clients to create a plan that aligns with their individual goals and risk tolerance. We offer regular meetings to review progress, update strategies as life changes, and track progress towards financial objectives. Clients can access their investments and accounts securely from any device, allowing for easy monitoring of their financial goals. Our services include investment recommendations, asset allocation, and portfolio management to help clients reach their desired outcomes. We also provide educational resources and insights on market trends to keep clients informed and empowered in their financial decision-making.
Merrill Lynch Financial Advisor Alicia L Ruberti
Merrill Lynch Financial Advisor Alicia L Ruberti, located at 1305 Walt Whitman Road in Melville, New York, is a trusted finance institution dedicated to helping clients prioritize and pursue their financial goals. With over a decade of experience in the financial services industry, Alicia Ruberti joined Merrill Lynch Wealth Management in 2010 and is committed to providing personalized financial strategies tailored to each client's needs. As a graduate of Adelphi University and a Long Island resident since 2003, Alicia combines the investment insights of Merrill with the banking convenience of Bank of America to offer guidance in investments, retirement planning, insurance, education funding, wealth transfer strategies, and banking services. With a focus on goals-based wealth management, Alicia works to provide exceptional care and service for her clients.
Merrill Lynch Private Wealth Advisor Gianluca Palermo
Merrill Lynch Private Wealth Advisor Gianluca Palermo, located at 300 Broadhollow Road, Melville, New York, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team of private wealth advisors, offers personalized services based on trust and integrity. Recognized for their exemplary client service, the advisors at Merrill Private Wealth Management strive to help clients achieve their financial goals through a goals-based wealth management approach. The team at the Palermo Frangas Group, led by partners Luca Palermo and Nick Frangas, has received national accolades for their commitment to providing a special kind of experience for a select group of families. They work closely with individuals, families spanning multiple generations, business owners, and executives to address the complexities that come with managing significant wealth. With a focus on proactive wealth preservation and transfer, the team is dedicated to helping clients navigate key decision points and resolve any obstacles they may encounter.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a premier financial institution located at 58 South Service Road in Melville, New York, United States. As a leading finance institution, Morgan Stanley offers expert financial advice and guidance to help clients achieve their financial goals. With a team of experienced financial advisors, Morgan Stanley provides personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Morgan Stanley Financial Advisors is committed to helping you navigate the complex world of finance with confidence and clarity.
Merrill Lynch Financial Advisor Todd C Russell
Merrill Lynch Financial Advisor Todd C Russell, located at 300 Broadhollow Road, Melville, New York, offers personalized financial planning services to help clients achieve their retirement goals and ensure their assets last a lifetime. With over 25 years of experience in the financial services industry, Todd Russell focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. As a Vice President and Senior Financial Advisor, Todd works with individuals and families to understand their financial situation, risk tolerance, and long-term objectives, recommending personalized financial strategies aligned with their aspirations. Supported by the global resources of Merrill Lynch, Todd's team is dedicated to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, clients can develop a customized plan centered on their goals and focused on achieving their desired financial outcomes. Todd believes in a client-centered approach, focusing on solutions that can turn goals into reality and help manage investment risk. By understanding clients' aspirations and financial needs, Todd helps design and implement personalized plans to help clients pursue their financial goals while considering future wealth management and legacy planning. With access to the investment insights of Merrill and banking solutions from Bank of America, Todd works with clients to develop an approach tailored to their financial needs. By utilizing the Investment Personality Assessment, Todd can gain a deeper understanding of clients' investing preferences and customize financial strategies to align with their priorities. As clients' lives and goals evolve, Todd ensures their financial approach reflects these changes, helping them stay on track to achieve what matters most to them. By getting to know clients personally and understanding their unique needs, Todd can create a financial approach that reflects their personality and helps them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Todd helps clients navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship with clients, Todd helps guide them along their financial journey, addressing each question and decision with personalized care and expertise. Todd Russell is registered to do business in multiple states, offering investment insights, tips, and strategies to help clients live their best financial life. Please consult legal and tax advisors before making any financial decisions, as investing involves risk and past performance does not guarantee future results. Contact Merrill Lynch Financial Advisor Todd C Russell to start building a customized financial plan tailored to your unique goals and priorities.
Northwestern Mutual: Charles Valenti
Northwestern Mutual: Charles Valenti is a finance institution located at 400 Broadhollow Road in Melville, New York, United States. As a branch of Northwestern Mutual, this institution offers a range of financial services such as insurance, investments, and financial planning. With a focus on helping clients achieve their financial goals and secure their future, Northwestern Mutual: Charles Valenti provides personalized and comprehensive financial solutions tailored to each individual's needs. Whether you are looking to protect your assets, grow your wealth, or plan for retirement, the experienced professionals at Northwestern Mutual: Charles Valenti are dedicated to helping you navigate the complexities of the financial world and make informed decisions for your financial well-being.
Merrill Lynch Financial Advisor Gary M Kogel
Merrill Lynch Financial Advisor Gary M Kogel, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to helping clients achieve their financial goals. The institution believes in starting every relationship with a conversation to understand the client's priorities. By listening to the client's needs and goals, the institution can customize a financial approach to help them pursue what matters most. Utilizing research in behavioral finance, Merrill Lynch offers an Investment Personality Assessment to help understand the client's investing preferences. This assessment allows the institution to develop a personalized financial approach tailored to the client's goals. With access to investment insights and banking solutions, Merrill Lynch works with clients to address their financial needs and help them manage, grow, and preserve their wealth.
Merrill Lynch Financial Advisor Jeffrey Scharpf
Merrill Lynch Financial Advisor Jeffrey Scharpf is a finance institution located at 540 Montauk Highway, West Islip, New York, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. They offer wealth management strategies tailored to each client's individual goals and priorities, with access to investment insights from Merrill and banking solutions from Bank of America. The advisors at Merrill Lynch focus on understanding what matters most to their clients, whether it's planning for retirement, buying a home, or funding a child's education. Through personalized financial planning and investment strategies, they aim to help clients achieve their financial goals and manage investment risk. The institution offers tools such as the Investment Personality Assessment and Merrill Personal Wealth Analysis™ to create customized plans centered on the client's objectives. With a commitment to staying on track and adapting to changes in the market and in the client's life, Merrill Lynch Financial Advisor Jeffrey Scharpf aims to help clients achieve their goals and live their best financial life.
Bridge Wealth
Bridge Wealth is a finance institution located at 68 South Service Road in Melville, New York. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced advisors offers a wide range of financial solutions, including investment planning, retirement planning, and estate planning. At Bridge Wealth, we are committed to helping our clients build and preserve their wealth for the future. Contact us today to learn more about how we can help you secure your financial future.
Jeffrey Rudner - UBS Financial Services Inc.
Jeffrey Rudner - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, the experienced team at Jeffrey Rudner - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial advice tailored to your individual needs. Trustworthy, reliable, and committed to excellence, this institution is the go-to destination for all your financial needs.
Abney & Associates - Ameriprise Financial Services, LLC
Abney & Associates - Ameriprise Financial Services, LLC is a finance institution located at 445 Broadhollow Road, Melville, New York, United States. They offer a variety of financial services including investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance. The institution emphasizes regular meetings to review progress and adjust strategies as life changes. Clients can access their accounts and track progress towards their goals securely from any device. The institution also offers complimentary initial consultations to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution cannot guarantee future financial results. Clients can refer friends or family members for financial assistance, and they will be contacted soon. Abney & Associates - Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and users of their website agree to be bound by their rules and regulations.
The Feaser and Eisenbraun Group - Ameriprise Financial Services, LLC
The Feaser and Eisenbraun Group - Ameriprise Financial Services, LLC is a finance institution located at 1441 South Avenue in New York, United States. They offer complimentary initial consultations and provide investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular progress reviews and updates are conducted to adapt to life changes. Clients can access their investments and accounts securely from any device. The institution also offers insurance solutions to prepare for the unexpected and protect assets. Ameriprise financial advisors are registered in certain U.S. states. The institution emphasizes the importance of meeting to discuss financial goals and offers an initial consultation to provide an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Users of the site agree to abide by the rules and regulations. Referrals are appreciated, and the institution will reach out to them soon. Privacy and security are a top priority, with an Online Security Guarantee and information about email fraud available on the website.
Merrill Lynch Financial Advisor Andrew Byren
Merrill Lynch Financial Advisor Andrew Byren is a finance institution located at 225 Liberty Street, New York, New York, United States. The institution, known as The BMV Group, was formed by John Byren, Daniel Madonia, and Pieter van der Heide in the late 1990s, merging their individual Merrill Lynch Wealth Management practices to provide a higher standard of service and guidance to clients. With over 30 years of experience, The BMV Group consists of 4 Wealth Management Advisors, 3 Client Associates, 1 Business Manager, and 1 Wealth Management Specialist. Their mission is to offer valuable guidance to clients, identify risks, and protect individual goals and objectives. They cater to affluent individuals and families, entrepreneurs, sports and entertainment professionals, and those navigating major financial events. The institution focuses on a select group of clients, tailoring services to their specific needs beyond investments. Merrill Lynch advisors have received recognition from financial industry publications and Bank of America Corporation. They offer personalized investment strategies and comprehensive financial solutions. The team is committed to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ helps build a personalized plan centered on goals. The advisors are dedicated to helping clients stay on track to achieve their goals by adapting financial approaches to life changes. With a focus on understanding clients' priorities, the institution offers a customized investment approach to address their needs and pursue their goals. The institution provides the latest investment insights, tips, and strategies to help clients live their best financial life. They hold certifications such as CPWA®, SE-AWMA™, and CRPC™. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.
Merrill Lynch Financial Advisor Christopher J Scott
Merrill Lynch Financial Advisor Christopher J Scott is a finance institution located at 6245 Sheridan Drive, Williamsville, New York, United States. The Scott Klein Gates Gandolfo Group believes in teamwork and involvement to deliver top-notch financial advice and guidance. As Merrill Lynch Wealth Management financial advisors, they offer personalized advice based on your goals and priorities. Their wealth management philosophy focuses on you as the investor, not just the market. With access to global investment capabilities and banking solutions from Bank of America, they work with you to develop a financial approach tailored to your needs. The team is dedicated to helping you pursue your goals and achieve financial success. Recognized by Forbes for their exemplary client service, the advisors at Merrill Lynch Financial Advisor Christopher J Scott are committed to building strong client relationships based on trust and personalized service.
Merrill Lynch Financial Advisor Thomas M. Vivian II
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.
Timothy Kenneth Andres - Financial Advisor, Ameriprise Financial Services, LLC
Timothy Kenneth Andres is a financial advisor at Ameriprise Financial Services, LLC located at 2290 East Avenue in Rochester, New York, United States. Timothy specializes in providing personalized financial advice to help clients achieve their financial goals. With Ameriprise, clients have access to a range of financial services and products to meet their unique needs. Each advisor at Ameriprise has their own "Top areas of focus" which can help clients determine the best approach for their financial situation. Clients can review Timothy's background, credentials, and experience to ensure they are a good fit. To schedule a complimentary initial consultation with Timothy, clients can fill out the "Request consultation" form and he will reach out to them to discuss their financial goals.
Anchor Wealth Advisors
Anchor Wealth Advisors is a leading financial institution located at 75 Barrett Drive in Webster, New York, United States. Our team of experienced advisors specializes in providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to provide comprehensive and tailored solutions to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Anchor Wealth Advisors is here to help you navigate the complexities of the financial world and secure your financial future. Contact us today to schedule a consultation and take the first step towards financial success.
Daniel Driscoll - Financial Advisor, Ameriprise Financial Services, LLC
Daniel Driscoll, a financial advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue in Rochester, New York, is dedicated to helping clients achieve their financial goals. As a member of Cadence Wealth Management Solutions, Daniel and his team have been recognized by Forbes as one of the Best-in-State Wealth Management Teams for 2023. With a focus on personalized financial advice, Daniel takes the time to understand what is important to each client, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored financial solutions, Daniel aims to help clients feel more confident and in control of their financial future. If you are interested in scheduling a complimentary initial consultation, please contact Daniel Driscoll today. Please note that Daniel may only conduct securities business with residents of certain states, so be sure to check FINRA's BrokerCheck website for more information.
Kellie Ronald - Financial Advisor, Ameriprise Financial Services, LLC
Kellie Ronald is a financial advisor at Ameriprise Financial Services, LLC located at 70 Linden Oaks in Rochester, New York. With a focus on helping clients achieve their financial goals, Kellie offers expert advice on a range of financial planning concepts. Clients can expect a personalized approach to investing and wealth management, tailored to their individual needs and objectives. Kellie is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC adheres to strict rules and regulations to ensure the privacy and security of client information. Get in touch with Kellie Ronald today to start planning for a secure financial future.
Merrill Lynch Financial Advisor Christopher M Leone
Merrill Lynch Financial Advisor Christopher M Leone, located at 1241 Pittsford Victor Road, Pittsford, New York, United States, is a trusted finance institution dedicated to building and maintaining strong relationships with clients. With a focus on understanding individual needs and goals, the team works to create comprehensive financial strategies to help clients pursue their aspirations while managing investment risk. The institution believes in personalized financial approaches that reflect each client's unique priorities and life goals. By listening carefully and asking smart questions, the team helps clients navigate important financial decisions such as retirement planning, education savings, and wealth transfer.
Convergent Wealth Advisors
Convergent Wealth Advisors is a leading financial institution located at 67 Monroe Avenue in Pittsford, New York. Specializing in wealth management and financial planning, Convergent Wealth Advisors offers a range of services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team of experienced advisors is dedicated to providing personalized solutions tailored to your unique needs. Visit us today to learn more about how Convergent Wealth Advisors can help you secure a prosperous financial future.
The Gilfus Leonard Marulli Group at Morgan Stanley
The Gilfus Leonard Marulli Group at Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their goals. With a focus on wealth management, investment strategies, and retirement planning, we strive to help our clients navigate the complexities of the financial world with confidence and clarity. Contact us today to learn more about how we can help you secure your financial future.
Morgan Stanley
Morgan Stanley is a renowned finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong presence in the financial industry, Morgan Stanley offers a wide range of services including investment banking, wealth management, and asset management. The institution is known for its expertise in providing tailored financial solutions to individuals, corporations, and institutions worldwide. With a commitment to excellence and innovation, Morgan Stanley continues to be a leading force in the finance industry.
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