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TOP 30 Tax strategy in New York, NY
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Merrill Lynch Financial Advisor Daniel T. O'Connell
Merrill Lynch Financial Advisor Daniel T. O'Connell, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized and professional financial services to individuals, families, and privately held companies. With over 30 years of experience, The O’Connell Group provides customized strategies to help clients achieve their financial goals, whether it be generating income for retirement, funding education, transferring wealth, or establishing a legacy. The team specializes in managing assets on a tax-efficient basis, aiming to preserve and grow wealth for the long term. They work with a select group of clients, including business owners, corporate executives, and affluent families, offering a range of capabilities tailored to each client's unique needs and goals. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. As Merrill Lynch Wealth Management Advisors, they are dedicated to helping clients navigate the complexities of their financial lives and achieve their goals. With access to top-quality research and technology, the team provides personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
Edward Jones - Financial Advisor: Steven Katz
Edward Jones - Financial Advisor: Steven Katz is a reputable finance institution located on Merrick Road in Seaford, New York, United States. As a trusted financial advisor, Steven Katz provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, clients can feel confident in their financial future with the guidance of Steven Katz at Edward Jones.
Dresner Financial Planning
Dresner Financial Planning is a reputable finance institution located at 734 Miller Avenue in Freeport, New York, United States. Our experienced team of financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, grow your wealth, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
Michael J. Meehan - RBC Wealth Management Branch Director
Michael J. Meehan - RBC Wealth Management Branch Director is a reputable finance institution located at 1 Jericho Plaza in Jericho, New York, United States. As the branch director, Michael J. Meehan oversees a team of experienced financial advisors who provide personalized investment and wealth management services to clients. With a focus on building long-term relationships and delivering exceptional financial guidance, this institution is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or growing your wealth, Michael J. Meehan - RBC Wealth Management Branch Director is committed to providing expert advice and tailored solutions to meet your unique needs.
James Bilger - Thrivent
James Bilger - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. With over 30 years of experience, the team at Bilger Financial Group is dedicated to helping clients achieve and maintain their financial goals through customized solutions. The institution believes in providing comprehensive advice and financial strategies that are in the best interest of their clients. They offer a range of financial products and services including life insurance options that can be tailored to individual needs. Thrivent operates with a higher purpose, aiming to empower individuals to make the most of their financial resources and give back to their communities. Membership with Thrivent offers access to financial expertise, tools for charitable giving, and a sense of community. The institution is part of Thrivent, a Fortune 500 company with a long history of financial strength and stability. Their financial advisors do not provide legal, accounting, or tax advice, but offer guidance through a Financial Planning Framework. Thrivent is committed to helping clients navigate their financial journey with clarity and confidence.
The Silver Muchnick Group - Morgan Stanley
The Silver Muchnick Group at Morgan Stanley is a leading finance institution located at Two Jericho Plaza in Jericho, New York, United States. With a focus on providing top-tier financial services, The Silver Muchnick Group offers a wide range of investment strategies and wealth management solutions to help clients achieve their financial goals. Backed by the resources and expertise of Morgan Stanley, the institution is committed to delivering personalized and innovative financial solutions to individuals, families, and businesses.
Michael Cousins - Thrivent
Michael Cousins - Thrivent is a finance institution located at 1400 Old Country Road in Westbury, New York, United States. With a team that has been in the industry for over 30 years, Bilger Financial Group offers a wide range of financial products and services to help clients achieve and maintain their financial goals. The institution believes in providing comprehensive advice and financial strategies that are in the best interest of their clients, ensuring financial clarity and confidence as they work towards their goals. Thrivent also offers life insurance solutions that can be customized to individual needs, as well as a commitment to giving back to the community. By joining Thrivent, clients become part of a community looking out for each other, with access to tools and resources to live a more meaningful life. The institution is proud to be part of Thrivent, a Fortune 500 company with a long heritage of financial strength and fiscal stability, serving over 2 million clients and their communities. Thrivent's financial experts provide market updates and outlooks to help clients navigate their financial journey. It is important to note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients should consult their own professionals for such matters.
Jeremy Young - TIAA Wealth Management Advisor
Jeremy Young - TIAA Wealth Management Advisor is a leading financial institution located at 58 South Service Road in Melville, New York. As a trusted advisor, Jeremy Young provides expert wealth management services to help clients achieve their financial goals. With a focus on personalized strategies and long-term financial planning, Jeremy Young and his team at TIAA Wealth Management Advisor are dedicated to helping clients navigate the complexities of the financial world and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jeremy Young is committed to providing tailored solutions to meet your unique needs. Contact Jeremy Young - TIAA Wealth Management Advisor today to schedule a consultation and take the first step towards financial success.
Bank of America Private Client Advisor Frances Beiro
Bank of America Private Client Advisor Frances Beiro is located at 300 Broadhollow Road in Melville, New York, United States. Frances Beiro is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank. She focuses on developing long-lasting relationships with clients to help them manage their wealth effectively and with care. Frances is committed to acting as a fiduciary, always looking out for the best interests of her clients. She specializes in helping families build lasting legacies and offers a range of services including investments, wealth strategy, trust and estate planning, and banking. Frances also works with nonprofit organizations to help them achieve financial stability and long-term growth. She is dedicated to giving back to the community and is involved in various organizations such as Circulo de la Hispanidad and the Women's Exchange. With a background in finance and a strong network of relationships, Frances is able to provide clients with the resources they need to reach their financial goals.
Bank of America Private Client Advisor Terence J McLaughlin
Bank of America Private Client Advisor Terence J McLaughlin, located at 300 Broadhollow Road, Melville, New York, United States, is a finance institution led by Managing Director Terry McLaughlin. With over three decades of experience, Terry and his team of specialists provide personalized wealth management strategies for nonprofits, business owners, and high-net-worth families. They offer services such as investment management, specialty asset management, philanthropy, trust and estate planning, and banking. Terry's goal is to establish lasting relationships with clients, guiding them through the challenges and opportunities that come with significant wealth. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust, personal experience, and a commitment to putting clients' goals first. They offer innovative financial strategies to help clients navigate evolving markets and changing environments. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions.
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.
Caufield Wealth Management Group - UBS Financial Services Inc.
Caufield Wealth Management Group - UBS Financial Services Inc. is a renowned financial institution located at 58 South Service Road in Melville, New York, United States. As a leading wealth management group, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Caufield Wealth Management Group provides personalized investment strategies, retirement planning, estate planning, and more. Trustworthy and reliable, they are committed to helping their clients secure their financial future.
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.
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.
Sandra Bennett - TIAA Wealth Management Advisor
Sandra Bennett - TIAA Wealth Management Advisor is a leading financial institution located at 250 South Clinton Street in Syracuse, New York. As a trusted advisor, Sandra Bennett offers personalized wealth management services to help clients achieve their financial goals. With years of experience and expertise in finance, Sandra Bennett provides comprehensive financial planning, investment strategies, and retirement solutions to individuals and families. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sandra Bennett is dedicated to helping you navigate the complexities of the financial world and secure your financial future. Contact Sandra Bennett - TIAA Wealth Management Advisor today to schedule a consultation and start building a solid financial plan tailored to your needs.
Deborah Amilowski - TIAA Wealth Management Advisor
Deborah Amilowski - TIAA Wealth Management Advisor is a finance institution located at 58 South Service Road in Melville, New York. As a trusted advisor, Deborah Amilowski specializes in providing personalized wealth management services through TIAA. With a focus on helping clients achieve their financial goals, she offers expert guidance and tailored solutions to help individuals and families navigate the complexities of investing and planning for the future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Deborah Amilowski is dedicated to providing top-notch financial advice and support.
Richard Rubin-Ameriprise Financial
Richard Rubin-Ameriprise Financial is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. With a focus on individual goals and risk tolerance, we provide investment and portfolio recommendations tailored to each client. Our team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can easily access their investments and track progress towards their goals securely from any device. Estate planning and wealth transfer services are also available to help clients prepare their legacy wishes. By scheduling a complimentary initial consultation, clients can learn more about how personalized advice can help them reach their financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states, and additional information can be found on the advisor's personal website or FINRA's BrokerCheck website. We are committed to helping clients achieve financial success and appreciate the opportunity to assist their friends and family members as well.
Bank of America Private Client Advisor Jing J Chen
Bank of America Private Client Advisor Jing J Chen is a Managing Director and Private Client Advisor located at 300 Broadhollow Road, Melville, New York, United States. Jing works closely with entrepreneurs, business owners, and executives, offering personalized financial advice in Mandarin and Cantonese. He leads a team of specialists in investment management, trust and estate planning, banking and lending, family office services, and business and succession planning. With a focus on clarity and responsiveness, Jing helps clients make informed decisions about their financial lives and legacies. He is committed to each client's long-term best interests and provides guidance on dynamic market conditions and evolving family priorities. Jing is a Certified Financial Planner™ and holds the Chartered Retirement Planning Counselor™ designation. Outside of work, Jing is involved in the Chinese American community in Queens. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's needs and goals to create strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. The institution values innovation and provides disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information, visit the Bank of America website."
Bank of America Private Client Advisor Vincent A Keaveny
Bank of America Private Client Advisor Vincent A Keaveny, located at 300 Broadhollow Road in Melville, New York, offers wealth management guidance for clients with complex financial needs. With nearly two decades of experience, Vincent specializes in serving high-net-worth individuals, families, non-profit organizations, entrepreneurs, and more. He leads a team of specialists to deliver personalized wealth management strategies based on individual objectives. Vincent's background includes roles at JP Morgan Chase and Citigroup Investment Services before joining Bank of America Private Bank in 2004. He holds a B.A. in economics from Fordham University and an M.B.A. in finance from Hofstra University. Active in his community, Vincent enjoys competing in local running races and triathlons. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They listen carefully to clients' needs and goals to create tailored strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and leveraging the resources of Bank of America. Their commitment is to make clients' financial objectives a top priority, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. Through a focus on innovation and disciplined financial strategies, Bank of America Private Bank aims to help clients navigate evolving markets and the complexities of the financial landscape. Please note that Bank of America Private Bank's website may direct you to FINRA’S BrokerCheck and that they do not provide legal, tax, or accounting advice. It's recommended to consult legal and tax advisors before making financial decisions.
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.
Monarch Wealth Management, LLC
Monarch Wealth Management, LLC is a finance institution located at 1207 Delaware Avenue in Buffalo, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and begin your journey towards financial success.
Bank of America Private Client Advisor John M Pitton
Bank of America Private Client Advisor John M Pitton, located at 75 South Clinton Avenue in Rochester, New York, is a finance institution that offers wealth management and private banking services to business owners, high-net-worth families, private foundations, and nonprofit organizations. John Pitton, as the Managing Director and Market Director, leads a team of professionals who provide strategic guidance and services including investment management, trust and estate planning, real estate finance, lending, and philanthropic services. With over 35 years of experience with Bank of America, John has a strong background in corporate and commercial banking, overseeing large banking relationships and driving business integration activities. The team at Bank of America Private Client Advisor is dedicated to building strong client relationships based on trust and personalized experiences, with a focus on creating strategies that meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. The institution values innovation and strives to anticipate and respond to changing markets and financial landscapes. It is important to note that while the institution provides information about products and services, clients should consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services, and clients should review the institution's privacy policies and practices.
BlueMark Advisors
BlueMark Advisors is a reputable financial institution located at 2425 Clover Street in Rochester, New York, United States. With a team of experienced financial experts, BlueMark Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, BlueMark Advisors is dedicated to providing personalized solutions to meet your needs. Trust BlueMark Advisors to guide you towards a secure financial future.
Rise Advisors LLC.,
Rise Advisors LLC. is a finance institution located at 400 Linden Oaks in Rochester, New York, United States. Our team of experienced advisors provides personalized financial planning and investment strategies to help our clients achieve their financial goals. Whether you are looking to grow your wealth, save for retirement, or plan for the future, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future with Rise Advisors LLC.
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.
Cheryl Johnson - Financial Advisor, Ameriprise Financial Services, LLC
Cheryl Johnson is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks, Rochester, New York, United States. She 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®. Cheryl Johnson specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. She is dedicated to helping clients make informed decisions and achieve their financial goals through personalized strategies tailored to their unique needs. With a strong commitment to ethics and professionalism, Cheryl Johnson is a trusted advisor in the field of finance.
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.
Erik Woodville Hoppin - Morgan Stanley
Erik Woodville Hoppin - Morgan Stanley is a prestigious finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong reputation for excellence in financial services, Erik Woodville Hoppin - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Erik Woodville Hoppin - Morgan Stanley is committed to providing you with the highest level of service and expertise.
The Oaktide Group - Morgan Stanley
The Oaktide Group - Morgan Stanley is a renowned financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong focus on providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to its clients. The team of experienced professionals at The Oaktide Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, The Oaktide Group - Morgan Stanley is committed to providing tailored solutions to meet your needs.
Paula M. Terzioglu - Morgan Stanley
Paula M. Terzioglu - Morgan Stanley is a prominent finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing high-quality financial services, Paula M. Terzioglu - Morgan Stanley offers personalized investment strategies, wealth management, and financial planning to help clients achieve their financial goals. The experienced team at this institution is dedicated to delivering exceptional service and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Paula M. Terzioglu - Morgan Stanley is committed to helping you navigate the complex world of finance with confidence.
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