TOP 10 Trust planning in Garden City, New York

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 Walter C Szturma is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Walter has been with Merrill since 1978, bringing with him a wealth of experience from his time at the New York Stock Exchange. His disciplined and creative approach to financial advising has helped him build successful relationships with families and businesses. With a background in music and entrepreneurship, Walter offers personalized recommendations that prioritize the needs and goals of his clients. He leverages the resources at Merrill Lynch Wealth Management to provide a wide range of investment options and services tailored to each client's lifestyle and objectives. As a dedicated Rotarian and community leader, Walter has a strong commitment to giving back and has served on numerous non-profit boards. He has also mentored students and lectured at various educational institutions. Walter's academic achievements have been recognized by international honor societies, and he continues to stay active in the economic community as a participating voting member of the American Economic Association.

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 Susan Novick is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The team at Merrill Lynch is dedicated to providing exemplary client service and has received recognition from financial industry publications and Bank of America Corporation. Their accolades include being ranked in Forbes' "Best-in-State Wealth Management Teams" in 2024 and "America's Top Women Wealth Advisors Best-in State" in 2022. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. They offer wealth management strategies tailored to individual goals and priorities, with a focus on helping clients navigate life's changes and achieve their financial objectives. The team includes a Registered Senior Wealth Management Client Associate and is experienced in areas such as retirement income planning, concentrated stock positions, and sustainable and impact investing solutions. Merrill Lynch Wealth Management Advisors work with clients to create personalized financial plans centered on their goals and values, helping them make informed investment decisions and stay on track to achieve their objectives. The team is dedicated to putting clients first and providing comprehensive financial solutions to help them live their best financial life.

Mallozzi & Dwyer, CPAs P.C. is a reputable accounting and finance institution located at 66 New Hyde Park Road in Garden City, New York, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, Mallozzi & Dwyer, CPAs P.C. is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Greg Wellen - Morgan Stanley Financial Advisor is a reputable finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. As a trusted advisor, Greg Wellen provides personalized financial planning services to help clients achieve their financial goals. With a wealth of experience and expertise in the finance industry, Greg Wellen is committed to providing top-notch financial advice and guidance to individuals, families, and businesses. Whether you are looking to invest, save for retirement, or plan for the future, Greg Wellen - Morgan Stanley Financial Advisor is dedicated to helping you make informed decisions and secure your financial future.

Merrill Lynch Financial Advisor Charles M Carson, located at 1325 Franklin Avenue in Garden City, New York, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by Forbes for their top wealth management teams and next-generation wealth advisors, the team at Merrill is dedicated to building strong client relationships based on trust and personalized service. Led by experienced individual Tom, who has over 15 years of industry experience and is a CERTIFIED FINANCIAL PLANNER™ certificant, the team offers a range of services including portfolio design, estate planning, and access to lending through Bank of America. With a focus on simplifying complex financial situations and aligning client objectives with their unique circumstances, the team at Merrill Lynch is committed to helping clients achieve their financial goals. By placing the investor at the center of their focus and understanding the individual needs and priorities of each client, Merrill Lynch Wealth Management offers tailored financial strategies designed to help clients pursue their goals and adapt over time. With access to investment insights, trust services, and lending solutions, the team at Merrill Lynch is dedicated to helping clients achieve what matters most to them.

Bubba's Landscape, Inc. is a trusted general contractor located at 81 Lake Street in Le Roy, New York. With years of experience in the industry, we specialize in providing top-notch landscaping services to both residential and commercial clients. Our team of skilled professionals is dedicated to creating beautiful outdoor spaces that exceed our clients' expectations. From designing and installing gardens to maintaining lawns and hardscapes, we offer a wide range of services to enhance the beauty and functionality of any property. Contact us today to learn more about how Bubba's Landscape, Inc. can transform your outdoor space into a stunning oasis.

Timberline Landscaping is a reputable general contractor and store located at 6502 Lamb Road in Wyoming, New York, United States. They offer a wide range of landscaping services and products to help customers enhance the beauty and functionality of their outdoor spaces. With a team of experienced professionals and a commitment to quality workmanship, Timberline Landscaping is a trusted choice for all landscaping needs. Visit their store today to explore their selection of plants, tools, and accessories, or contact them to schedule a consultation for your next landscaping project.

Staples Travel Services is a local government office located at 2310 Jericho Turnpike in Garden City Park, New York. This institution provides a range of travel services to residents of the area, including passport processing, travel advisories, and information on local transportation options. With a team of knowledgeable staff members, Staples Travel Services is dedicated to ensuring that individuals have access to the resources they need to make their travel experiences as smooth and enjoyable as possible. Whether you're planning a vacation or need assistance with travel documentation, Staples Travel Services is here to help.

Enterprises Igbans is a reputable accounting and finance institution located at 21834 139th Avenue in New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, bookkeeping, and more. Trust Enterprises Igbans to help you navigate the complexities of the financial world and achieve your goals.

Goldberg Gerald is a reputable accounting and finance institution located at 1000 Franklin Avenue in Garden City, New York, United States. With a team of experienced professionals, Goldberg Gerald offers a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Goldberg Gerald for expert advice and personalized solutions to meet their financial needs.

Marshall Kopelman & Co is a reputable accounting and finance institution located at 600 Old Country Road in Garden City, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Known for their expertise and personalized approach, Marshall Kopelman & Co is a trusted partner for individuals and businesses seeking financial guidance and support.

Lizzul, Orgera & Weihs, CPA, P.C. is a reputable accounting and finance institution located at 585 Stewart Avenue in Garden City, New York, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to audit and assurance services, Lizzul, Orgera & Weihs, CPA, P.C. is dedicated to helping their clients achieve their financial goals. Trustworthy, reliable, and professional, this institution is a trusted partner for all your accounting and finance needs.

Graham and Graham CPAs is a reputable accounting and finance institution located at 585 Stewart Avenue in Garden City, New York, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to providing personalized and professional services has made them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Graham and Graham CPAs today for all your accounting and finance needs.

Minsky & Cottone, CPAs, PC is a reputable accounting and finance firm located at 591 Stewart Avenue in Garden City, New York. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust Minsky & Cottone for expert advice and personalized solutions to meet their financial needs. Whether you are an individual or a business owner, this institution is dedicated to helping you achieve your financial goals.

Vincent Stasi, Jr. and Yong K. Li - Morgan Stanley is a prestigious finance institution located at 855 Franklin Avenue in Garden City, New York, United States. With a strong reputation for providing top-notch financial services, the team at Vincent Stasi, Jr. and Yong K. Li - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experts at this institution have the knowledge and expertise to guide you towards financial success. Trust Vincent Stasi, Jr. and Yong K. Li - Morgan Stanley to help you navigate the complex world of finance with confidence and peace of mind.

KKM CPA Associates PLLC is a reputable accounting and finance institution located at 100 Ring Road West in Garden City, New York. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust KKM CPA Associates PLLC to provide accurate and reliable financial solutions tailored to their specific needs.

Wayne Lee - Morgan Stanley Financial Advisor is a reputable finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. As a trusted financial advisor with Morgan Stanley, Wayne Lee provides personalized financial planning and investment services to help clients achieve their financial goals. With years of experience and a strong track record of success, Wayne Lee is dedicated to guiding clients towards financial security and success. Contact Wayne Lee - Morgan Stanley Financial Advisor today to take control of your financial future.

Bruce A Burrows - Morgan Stanley is a reputable finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. With a strong focus on providing personalized financial services, the team at Bruce A Burrows - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the experienced professionals at this institution to provide you with expert guidance and support. Contact Bruce A Burrows - Morgan Stanley today to learn more about how they can help you secure your financial future.

Pasternack & Company, LLP is a well-established accounting and finance institution located at 377 Oak Street in Garden City, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust Pasternack & Company, LLP to provide expert guidance and personalized solutions to help them achieve their financial goals. Whether you are an individual looking for tax assistance or a business in need of financial advice, Pasternack & Company, LLP is dedicated to providing top-notch service and support.

Levine & Schmutter CPA LLP is a reputable accounting and finance firm located at 666 Old Country Road in Garden City, New York. With a team of experienced and skilled professionals, they provide a wide range of accounting services to individuals and businesses in the United States. From tax preparation and planning to financial consulting and auditing, Levine & Schmutter CPA LLP is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all accounting and finance needs.

Seiden, Zigman & Levine, CPA's, PC is a reputable accounting and finance institution located at 200 Garden City Plaza in Garden City, New York, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust in their expertise and professionalism to provide accurate and reliable financial solutions tailored to their individual needs.

Madonna & Company, LLP is a reputable law firm located at 9 Endo Boulevard in Garden City, New York, United States. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses in the area. Specializing in various areas of law, including real estate, family law, and estate planning, Madonna & Company, LLP is dedicated to providing top-notch legal representation and personalized attention to each client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust Madonna & Company, LLP to handle your case with professionalism and expertise.

Christopher Mancini - Morgan Stanley is a renowned finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. Specializing in wealth management, investment advisory services, and financial planning, Christopher Mancini - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to excellence, this institution is a trusted partner for individuals and businesses seeking expert financial guidance.

Keenan Michael J CPA is an accounting and finance institution located at 200 East Garden Street in Rome, New York, United States. They offer professional accounting services to individuals and businesses, specializing in tax preparation, financial planning, and consulting. With years of experience and expertise in the field, Keenan Michael J CPA is dedicated to helping their clients achieve their financial goals and navigate the complexities of the financial world. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Bokhari Consulting CPA PC is a reputable accounting and finance institution located at 666 Old Country Road in Garden City, New York, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Contact Bokhari Consulting CPA PC today to see how they can help you achieve your financial goals.

Abid CPA, P.C. is a reputable accounting and finance institution located at 585 Stewart Avenue, Garden City, New York, United States. We pride ourselves on our proactive approach to tax services, staying up-to-date on new tax laws and legislation to identify key tax planning opportunities that minimize both current and future tax liabilities. Our services range from traditional auditing, review, and compilation to assisting businesses with day-to-day accounting and financial operations. If you are a Quarterly Filer in New Jersey, don't forget that State Sales Tax Returns for July 1, 2022– Sept.30, 2022 are due soon. Trust Abid CPA, P.C. for all your accounting and finance needs.

CLA (CliftonLarsonAllen) is a renowned accounting and finance institution located at 100 Ring Road West in Garden City, New York, United States. With a strong reputation for providing top-notch financial services, CLA offers expert advice and guidance to individuals and businesses seeking assistance with their accounting needs. Whether you are looking for tax preparation, financial planning, or audit services, CLA has a team of skilled professionals ready to help you achieve your financial goals. Trust CLA to provide you with the expertise and support you need to navigate the complex world of accounting and finance.

Gardner Gardner is a reputable accounting and finance institution located at 385 Broadway in Bethpage, New York, United States. With a team of experienced professionals, Gardner Gardner offers a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Gardner Gardner for reliable and accurate financial advice to help them achieve their financial goals.