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TOP 30 Unique imports in Latham, NY
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Merrill Lynch Financial Advisor Becky M Sciortino
Merrill Lynch Financial Advisor Becky M Sciortino is a trusted institution located at 26 Century Hill Drive in Latham, New York, United States. With over 20 years of experience, Becky focuses on the wealth and health of her clients, viewing them as individuals with unique situations and aspirations rather than just portfolios. She assists a diverse range of clients, including successful business owners, corporate executives, retired individuals, and families. Becky's personal experiences have shaped her approach to financial planning, as she understands the importance of helping clients achieve their life dreams and navigate challenges such as illness, divorce, or job loss. Becky's expertise lies in retirement planning, income generation, wealth preservation, and growth strategies. She educates clients on important topics such as health, saving vs. spending, Social Security, and insurance. By coordinating with clients' CPAs and attorneys, Becky ensures that tax minimization and estate planning strategies are aligned. She also offers access to Bank of America for lending and banking services.
The Bronsther Law Firm, PC.
The Bronsther Law Firm, PC. is a legal institution located at 12 Century Hill Drive in Latham, New York, United States. Attorney Bronsther specializes in asset protection and Medicaid planning, serving individuals near Saratoga County, NY. Estate planning is a crucial aspect of preparing for the future, and Attorney Bronsther can help you create wills, trusts, and other important documents tailored to your unique needs. In addition, he offers assistance with probate and estate administration to make the process easier during difficult times. With years of experience in elder law matters, Attorney Bronsther focuses on Medicaid and VA planning to address your legal concerns. Contact him today for a free consultation and trust an experienced attorney to assist you with your legal needs. Clients have praised Brian Bronsther and his team for their informative and comfortable approach to legal matters.
Merrill Lynch Financial Advisor Douglas E Moynihan
Merrill Lynch Financial Advisor Douglas E Moynihan, located at 26 Century Hill Drive in Latham, New York, is a finance institution that believes in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates have access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They strive to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. Moynihan, Reilly, Ingemie & Associates understand that financial success is achieved through making investment-related decisions that align with your personally meaningful goals. By utilizing research in behavioral finance, they offer an Investment Personality Assessment to tailor a financial approach that suits your individual preferences and aspirations. They emphasize the importance of understanding your goals and priorities to provide you with the necessary insights and resources.
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