TOP 10 Tax efficient wealth transfers in Great Neck, New York

Merrill Lynch Financial Advisor Joseph S. Grieco is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Joseph has been in the financial service industry since 2000 and joined Merrill Lynch Wealth Management in 2010. He specializes in simplifying the lives of high net worth individuals and their families by providing customized wealth strategies to meet all of their financial needs. Joseph's approach to wealth management is consultative, objective, and focused on excellence. He takes the time to listen and understand each client's specific financial situation, preferences, and needs. Joseph coordinates with accountants and attorneys to ensure that all objectives are being met. He offers a wide range of services including investments, life insurance, trust and estate planning, and banking services from Bank of America. Joseph provides personalized service to a select group of clients and helps elderly clients organize their financial life and develop tax-efficient wealth transfer strategies. He is committed to attention to detail and outstanding customer service. Visit The Grieco Group website for more information. Joseph believes in building a personalized financial plan centered on your goals and what you want to achieve. His team is dedicated to building strong client relationships based on trust and personalized service. Get the latest investment insights, tips, and strategies from Merrill Lynch Wealth Management.

Shlomo Bassalian, Financial Professional at New York Life, located in Great Neck, New York, offers holistic financial planning for affluent families and successful businesses. Their goal is to provide a straightforward and comprehensive perspective on your financial future, helping you identify uncertainties and concerns in a broader context to find the right solutions. Whether you need assistance with executive benefit plans, retirement planning, or organizing your entire financial picture, they are here to help. Salim Shlomo Bassalian is licensed to sell insurance through New York Life and offers securities products and services through NYLIFE Securities LLC. With a focus on bringing clarity and balance to your financial world, they aim to help you achieve your financial goals and live the life you've always wanted without the burden of financial worry.

Merrill Lynch Financial Advisor Kevin Condon, located at 805 Northern Boulevard in Great Neck, New York, is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. With a background in finance and experience at top financial institutions, Kevin provides personalized wealth management guidance and tailored financial strategies for affluent individuals, families, and businesses. He focuses on risk management and asset diversification to help clients preserve and grow their assets. Kevin holds a Bachelor of Science from Mount St. Mary’s University and is a CFA Charterholder. His team, FCMH Wealth Management & Associates, offers comprehensive financial solutions including cash and lending options, wealth structuring, and tax efficient portfolio management. Kevin's approach is centered on understanding each client's unique goals and priorities, and designing a personalized plan to help them achieve financial success. Whether planning for retirement, education expenses, or wealth transfer, Kevin works with clients to develop a customized investment approach that reflects their personality and life priorities. As a Merrill Lynch Wealth Management Advisor, Kevin is dedicated to helping clients navigate the complexities of their financial lives and pursue their goals.

Old Mill Partners is a trusted financial institution located at 260 Middle Neck Road in Great Neck, New York. With a commitment to providing tailored financial solutions to meet the needs of their clients, Old Mill Partners offers a range of services including investment management, financial planning, and wealth management. Their team of experienced professionals work closely with clients to develop personalized strategies to help them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Old Mill Partners is dedicated to helping you secure a solid financial future.