Trust planning in Great Neck, New York

JL Accounting and Tax Services is a reputable financial institution located at 55 Northern Boulevard in Great Neck, New York. Specializing in accounting and tax services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help. Trust JL Accounting and Tax Services for all your financial needs in the United States.

Landmark Capital Advisory LLC is a reputable real estate agency located at 3 Grace Avenue, Great Neck, New York, United States. With a team of experienced professionals, Landmark Capital Advisory LLC offers expert advice and guidance to clients looking to buy, sell, or invest in real estate properties. Whether you are a first-time homebuyer or a seasoned investor, Landmark Capital Advisory LLC is committed to helping you achieve your real estate goals. Contact them today to learn more about their services and how they can assist you with your real estate needs.

Old Bridge Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 111 Great Neck Road, Great Neck, New York, United States. As the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023, we offer thoughtful advice and guidance to our clients throughout their financial lives. With 60 years of combined experience, our founding advisors pride themselves on being the “family” financial advisor, serving multiple generations within a family. We create personalized financial strategies that resonate with the varied aspirations of each family member, emphasizing financial literacy and empowering informed decision-making. Our mission is to walk side by side with our clients through the many stages of life, creating a bridge to connect their vision to reality. We are grateful for the trust and confidence our clients have placed in us, allowing “our Family to Serve Yours”. Contact us for a complimentary initial consultation to discuss your financial goals and aspirations. We look forward to helping you achieve financial wellness for your entire family.

Peter Sanoulis is a Financial Advisor at Ameriprise Financial Services, LLC located at 111 Great Neck Road, Great Neck, 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. Peter specializes in providing financial advice to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethics and continuous education, Peter Sanoulis is dedicated to helping his clients achieve their financial goals.

Peter J Cocolaras, a financial advisor at Ameriprise Financial Services, LLC located at 111 Great Neck Road, Great Neck, New York, United States, offers personalized financial planning services to help clients achieve their goals and protect their assets. With a focus on preparing for the unexpected, Peter suggests solutions for insurance coverage tailored to individual needs. Whether it's health, life, disability, income, or long-term care insurance, clients can feel confident knowing they are safeguarding themselves and their loved ones. Clients can schedule a complimentary initial consultation to discuss their financial goals and receive an overview of financial planning concepts. While written analysis and recommendations are not provided during the initial consultation, clients can gain valuable insights into their financial future.

Hyer, Douglas- Financial Planner is a reputable finance institution located at 233 East Shore Road in Great Neck, New York, United States. Specializing in financial planning services, the institution offers expert advice and guidance to help individuals and businesses achieve their financial goals. With a dedicated team of professionals, Hyer, Douglas- Financial Planner is committed to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, save for retirement, or plan for the future, you can trust Hyer, Douglas- Financial Planner to provide comprehensive financial services that will help you secure a stable financial future.

Merrill Lynch Financial Advisor Mark V Alberti is a reputable financial institution located at 805 Northern Boulevard in Great Neck, New York, United States. As a finance institution, Merrill Lynch provides expert financial advice and services to help clients manage their investments and achieve their financial goals. With Mark V Alberti at the helm, clients can trust in his expertise and experience to guide them towards making informed financial decisions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Merrill Lynch Financial Advisor Mark V Alberti is dedicated to helping you navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Jacqueline S Knoll, located at 805 Northern Boulevard, Great Neck, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed on market trends and global economy updates to stay on track with your financial goals. By understanding your financial needs, a personalized wealth management strategy can be created to adapt to changing market conditions. With access to the investment insights of Merrill and the banking convenience of Bank of America, you can make informed decisions as you pursue your goals. Beyond traditional advising, Merrill provides a comprehensive range of financial services to help you build a secure financial future for yourself and your family. Consult with a Merrill financial advisor to understand the differences between brokerage and investment advisory services and determine the best approach for your financial needs. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., while insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency. With a focus on personalized financial strategies and access to a wide range of financial products, Merrill Lynch Financial Advisor Jacqueline S Knoll is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor David F Morrisey is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting to any changes that may occur over the years. By starting with a conversation, we identify and prioritize your goals, whether it's transferring wealth, pursuing passions, or planning for the future. We use the Investment Personality Assessment to understand your investing preferences and customize a financial approach that aligns with your goals. With access to Merrill's investment insights and Bank of America's banking solutions, we develop a personalized plan to address your financial needs. Our mission is to understand you and what matters most, helping you pursue your financial goals and manage investment risks. We provide ongoing support to ensure you stay on track to achieve what's important to you. Let's work together to help you reach your goals and live your best financial life.

Merrill Lynch Financial Advisor Frank Falco, located at 805 Northern Boulevard, Great Neck, New York, United States, is a finance institution dedicated to managing your wealth through a personalized approach. With a deep understanding of your financial goals and priorities, Frank Falco can create a flexible strategy tailored to today's market conditions. As part of the Merrill tradition, Frank is actively involved in the community through volunteer work. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals, supported by the global resources of Merrill. Frank's team consists of experienced individuals committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Keith McCormack, located at 805 Northern Boulevard, Great Neck, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed with market insights and global economic updates to help you navigate your financial goals. By understanding your unique financial situation, Keith McCormack can create a personalized wealth management strategy tailored to your needs. With access to the investing insights of Merrill and the banking capabilities of Bank of America, you can make informed decisions as you pursue your financial objectives. Beyond traditional advising, Merrill offers a comprehensive range of brokerage, investment advisory, and financial planning services. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., ensuring a holistic approach to managing your wealth. Contact Merrill Lynch Financial Advisor Keith McCormack to bring new perspectives to your financial life and work towards building a secure future for yourself and your family.

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 Richard J Morrow is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the team at this institution is composed of talented and experienced individuals dedicated to establishing strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, the financial advisor at Merrill Lynch Wealth Management focuses on what matters most to you - your family, goals, and priorities. The mission of the institution is to understand you and your financial goals, designing and implementing a personalized plan to help you pursue those goals while managing investment risk. By focusing on potential solutions that can turn your aspirations into reality, the team at Merrill Lynch aims to help you achieve financial success. Through conversations, the institution helps you identify and prioritize your goals, providing advice and guidance tailored to your needs. The Investment Personality Assessment is used to gain a deeper understanding of your investing preferences and customize a financial approach that aligns with your goals. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered around your objectives. Regular check-ins and adjustments to your financial approach ensure you stay on track to achieve what's important to you. The institution offers insights, tips, and strategies to help you live your best financial life. Certified by the Chartered Retirement Planning Counselor™ and the Certified Financial Planner Board of Standards, Inc., Merrill Lynch Financial Advisor Richard J Morrow is committed to helping you reach your financial goals.

Merrill Lynch Financial Advisor Brian J Croutier, located at 805 Northern Boulevard, Great Neck, New York, United States, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. They offer a Wealth Management Client Associate - Resident Director Assistant service, focusing on your family, goals, and priorities as they evolve over time. Through conversations, they help you identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. The team believes in achieving financial success by making investment decisions that align with your goals and values. They offer the Investment Personality Assessment to better understand your investing preferences and customize a financial approach to help you reach your goals. The Bresnahan Bosch Group aims to provide the resources of a prestigious wealth management firm with personalized service. They offer Merrill Personal Wealth Analysis™ to create a personalized plan centered on your goals. The team stays in touch to discuss any changes in your life or financial situation, ensuring you stay on track to achieve your goals. With a focus on your priorities and personalized advice, Merrill Lynch Financial Advisor Brian J Croutier is dedicated to helping you reach your financial goals.

Merrill Lynch Financial Advisor Thomas P Schalk is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. They prioritize understanding your goals and priorities through personalized conversations. They believe in helping you make investment decisions that align with your meaningful goals, whether it's planning for retirement, buying a home, funding education, or passing on wealth to future generations. Their team of experienced professionals uses the Investment Personality Assessment to tailor a financial approach to your preferences. They offer personalized plans, investment insights, and banking solutions to help you manage, grow, and preserve your wealth. With a focus on exemplary client service, they aim to build strong relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ and regular check-ins, they ensure your financial approach reflects changes in your life and the markets. They are committed to helping you achieve your goals and stay on track through personalized strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor Christian H Axelson is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch focuses on your family, goals, and priorities, adapting to changes over time. By starting with a conversation, your advisor helps you identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. The Investment Personality Assessment helps customize your financial approach based on your investing preferences. With access to Merrill's investment insights and banking solutions from Bank of America, your advisor will work with you to develop a personalized plan to address your financial needs. The goal is to help you achieve your aspirations and manage investment risk while staying focused on your goals. Merrill Personal Wealth Analysis™ can build a personalized plan centered on your goals. Regular check-ins and adjustments to your financial approach help you stay on track to achieve what's most important to you. Let your Merrill Lynch Wealth Management Advisor help you navigate the complexities of your financial life and work towards your goals.

Merrill Lynch Financial Advisor John Huber is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. At FCMH Wealth Management & Associates, clients can expect an uncommon level of wealth management, especially during critical financial junctures. The institution serves a diverse clientele from various backgrounds and industries, including senior-level corporate executives, physicians, attorneys, entrepreneurs, athletes, entertainers, and financial sponsor principals.

Merrill Lynch Financial Advisor Mandy J. Rofe, located at 805 Northern Boulevard, Great Neck, New York, is a trusted finance institution dedicated to helping clients prioritize and pursue their financial goals. Mandy focuses on connecting all aspects of clients' financial lives to create personalized strategies aligned with their aspirations. With over 25 years of experience in the financial services industry, Mandy is committed to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, Mandy and her team offer a wide range of resources to help clients navigate the complexities of their financial lives. From personalized investment strategies to comprehensive financial solutions, they are dedicated to helping clients achieve their goals. By understanding each client's unique needs, priorities, and financial situation, Mandy works to design a tailored approach that reflects their individual circumstances.

Merrill Lynch Financial Advisor Victoria Z Smallberg is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Victoria Smallberg, along with her partner Sharon Zeleznik, offers a comprehensive approach to managing wealth by listening to clients' needs and helping them achieve their financial goals. With access to the investment insights of Bank of America, they address various aspects of clients' financial lives. The team is committed to building strong client relationships based on trust and personalized service. They offer personalized wealth management strategies and financial planning to help clients pursue their goals without unnecessary investment risk. By understanding clients' priorities and aspirations, they design customized financial approaches to help turn goals into reality. The team at Merrill Lynch Wealth Management focuses on understanding clients' families, goals, and priorities, and helps them stay on track to achieve what matters most to them. They provide personalized investment strategies and comprehensive financial solutions to address clients' needs and pursue their goals. The institution offers investment insights, tips, and strategies to help clients live their best financial lives. Victoria Smallberg is registered to do business in multiple states and is dedicated to helping clients navigate the complexities of their financial lives. Investing involves risk, and it is essential to consult legal and tax advisors before making any financial decisions. Merrill Lynch does not provide legal, tax, or accounting advice, and clients should carefully consider the differences between brokerage and investment advisory services when selecting financial services. For more information about the services offered, clients can speak with their Merrill financial advisor.

Merrill Lynch Financial Advisor Alexandra Maksimow is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. FCMH Wealth Management & Associates, where Alexandra Maksimow works, has earned a reputation for providing exceptional wealth management services, especially during critical moments in clients' financial lives. The institution serves a diverse clientele from various backgrounds and industries, helping them navigate important financial decisions and plan for the future. With a focus on anticipating and addressing clients' needs, the team at FCMH Wealth Management & Associates offers a comprehensive range of services, including investment management, financial planning, estate planning, and more. Clients can expect a proactive, transparent, and professional approach from their advisors, who strive to build long-lasting relationships based on care, consideration, and understanding.

Merrill Lynch Financial Advisor Richard A DiLeonardo is a trusted finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Every relationship with this institution starts with a conversation to help identify and prioritize your goals. Whether you are planning for retirement, saving for a home, or funding education, the team at Merrill Lynch will listen to your needs and provide personalized advice and guidance. Through their Investment Personality Assessment, they gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. The institution offers tools to help you track changes in your life and goals, ensuring that your financial approach remains reflective of your needs. The team at Merrill Lynch believes in putting you first, focusing on what matters most to you and helping you create a financial approach that suits your personality and priorities. They offer a range of services, including personalized investment strategies and comprehensive financial solutions from Bank of America. With experienced advisors, global resources, and a commitment to building strong client relationships, Merrill Lynch Financial Advisor Richard A DiLeonardo is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Judith Ringel is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The financial advisors at Merrill Lynch focus on your family, goals, and priorities, adapting as they change over time. By working closely with you to identify and define your goals, they create a financial strategy that reflects your investment style and life plan. Using the Investment Personality Assessment, the team at Merrill aims to understand you better as an investor and customize a financial approach that aligns with your goals and priorities. With the Merrill Personal Wealth Analysis™, they can document a personalized plan centered on your goals and what you want to achieve. As your life and goals evolve, the team is dedicated to helping you stay on track and make adjustments to your financial approach as needed.

The WealthPlan LLC, located at 60 Cuttermill Road in Great Neck, New York, is a finance institution that offers personalized wealth strategies designed exclusively for your needs. Led by Certified Financial Planner David Warshaw, who has over 20 years of experience, the institution follows a unique Four Seasons Approach to Financial Planning. This approach provides a fully customizable framework to help clients reach their retirement goals by guiding them through each quarter of the year with tailored strategies. At The WealthPlan LLC, the focus is on optimizing clients' finances for both the present and the future. By helping clients understand their monthly expenses, savings rate, and future income, the institution aims to ensure that clients can retire with confidence. Proactive tax planning is also a key aspect, with a thorough review of prior year's tax returns and strategies to lower taxes using tools like Holistiplan.

Cooperative Financial, LLC is a leading finance institution located at 69 Cumberland Avenue in Great Neck, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you're looking for investment opportunities, loans, or financial planning advice, Cooperative Financial, LLC is here to help you achieve your financial goals. Trust us to provide you with personalized and reliable financial solutions to meet your needs.

Merrill Lynch Financial Advisor Scott D Curtis is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the 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 personalized financial planning. The advisors at Merrill Lynch Wealth Management focus on understanding the clients' goals, priorities, and aspirations to create a tailored financial approach. They provide investment insights, banking solutions, and personalized plans to help clients manage, grow, and preserve their wealth. With tools like the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the advisors work with clients to develop strategies that align with their unique needs and financial situations. The institution believes in staying connected with clients to adapt to changes in their lives and financial markets, ensuring they stay on track to achieve their goals. Merrill Lynch Financial Advisor Scott D Curtis puts the clients first, offering dedicated one-on-one relationships and comprehensive financial solutions. The advisors are committed to helping clients navigate the complexities of their finances and achieve their financial aspirations.

Platinum Credit Repair Solutions is a leading finance institution located at 1732 Great Neck Road in Copiague, New York, United States. Specializing in credit repair services, Platinum Credit Repair Solutions offers comprehensive solutions to help individuals improve their credit scores and financial health. With a team of experienced professionals and a proven track record of success, clients can trust Platinum Credit Repair Solutions to guide them through the process of repairing and rebuilding their credit. Whether you are looking to qualify for a loan, mortgage, or simply improve your financial standing, Platinum Credit Repair Solutions is dedicated to helping you achieve your goals.

Laurence Rothblatt is a reputable accounting and finance institution located at 175 Great Neck Road in Great Neck, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, Laurence Rothblatt is dedicated to helping clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Long Island CPA, Tax and Accounting Service, located at 1 Linden Place, Great Neck, New York, is a premier institution specializing in accounting and finance. Many businesses face challenges as they grow, especially when it comes to managing their accounting needs. At Roman & Associates CPAs, our team of accounting specialists offers personalized consultations to address any stage of your business's growth. Whether your business is just starting to expand or is already established but struggling with past accounting mistakes, we are here to help. Our experts can help identify missing accounting protocols, set up a manageable system for the future, conduct in-depth accounting audits, and resolve any errors or gaps in your financial records.

EXPERT TAXES is a reputable accounting and finance institution located at 67 Colgate Road in Great Neck, New York, United States. With a team of experienced professionals, we specialize in providing expert tax services to individuals and businesses. Our comprehensive services include tax preparation, planning, and consulting to ensure our clients maximize their financial goals. Trust EXPERT TAXES for all your accounting and finance needs.

Sekyung Associates Tax & Accounting is a reputable accounting firm located at 305 Northern Boulevard in Great Neck, New York. Specializing in tax and accounting services, our team of experienced professionals is dedicated to providing top-notch financial guidance and support to individuals and businesses alike. Whether you need help with tax preparation, auditing, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust Sekyung Associates Tax & Accounting to help you navigate the complexities of finance and achieve your financial goals with confidence.