Value insights in New York City, New York

Clear Ocean Capital Advisors - Ameriprise Financial Services, LLC is a finance institution located at 530 5th Avenue, New York, New York, United States. They prioritize understanding their clients' goals, whether it be for retirement, education, or major purchases. The institution provides personalized investment and portfolio recommendations based on individual goals and risk tolerance. They offer regular meetings to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. The institution offers complimentary initial consultations to discuss how they can help clients achieve their financial goals. Ameriprise financial advisors are registered in certain U.S. states and offer personalized financial planning concepts during consultations. They emphasize the importance of risk tolerance in determining investment strategies and offer insights into market volatility. Users of the site are bound by the terms of Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. They value referrals and assure clients of reaching out to their friends or family members to help them achieve their financial goals.

Merrill Lynch Financial Advisor Eric Frey, located at 200 Park Avenue, New York, New York, United States, is dedicated to helping families manage their wealth and provide trustworthy advice. Specializing in advanced financial strategies, Eric also assists with income tax planning, estate planning, concentrated stock, intergenerational wealth transfer strategies, trust services, and philanthropic planning. Committed to the Merrill tradition of community involvement, Eric volunteers with local organizations to give back. The Merrill Personal Wealth Analysis™ is used to create personalized plans centered on individual goals. With the support of Merrill's global resources, Eric's team is focused on building strong client relationships through trust and personalized service. By understanding each client's priorities and aspirations, Eric tailors financial approaches to help them achieve their goals. Through the Investment Personality Assessment, Eric gains insight into clients' investing preferences to customize strategies that align with their values. Regular reviews and adjustments ensure that financial plans adapt to changing circumstances. Eric's mission is to understand each client's unique needs and help them pursue their financial goals with confidence. As a Certified Financial Planner, Eric is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions. With a focus on personalized service and ongoing support, Eric and his team at Merrill Lynch Wealth Management are committed to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Keith Matthew Conboy, located at 200 Park Avenue in New York, New York, United States, is dedicated to understanding your values and helping you achieve your financial goals. With a focus on serving the unique wealth management needs of financial professionals, business owners, attorneys, and corporate executives, Keith Conboy leverages the investment insights of Merrill and the banking convenience of Bank of America to provide tailored strategies for clients and their families. With a personalized approach, Keith helps clients pursue short- and long-term financial goals, save time, make informed decisions, and drive progress. As a Chartered Retirement Planning Counselor, Keith is committed to delivering excellent service and helping clients prepare for retirement, navigate market volatility, and plan their legacies. By developing a personalized plan centered on your goals, Merrill Personal Wealth Analysis™ can help you achieve financial success while adapting to changes in your life and the markets. With a focus on understanding your priorities and providing personalized service, Keith Conboy and his team at Merrill Lynch Wealth Management are here to help you reach your goals and live your best financial life.

Merrill Lynch Financial Advisor Brian J. Raimondi, located at 75 Rockefeller Plaza in New York, New York, is a premier finance institution dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Brian Raimondi works closely with clients to develop a comprehensive financial plan that evolves with their changing needs and market conditions. As a Merrill Lynch Wealth Management Advisor, Brian Raimondi believes in building strong relationships with clients by understanding their values, aspirations, and financial objectives. Through in-depth conversations and personalized wealth management strategies, he helps clients navigate important financial decisions such as retirement planning, education funding, and legacy preservation.

KADIN CPA PLLC is a reputable accounting firm located at 66-25 103rd Street in New York, United States. With over 10 years of experience, we specialize in providing comprehensive services for businesses and individuals, focusing on tax planning, preparation, bookkeeping, and strategic financial planning. Our team of experts is dedicated to creating financial value for our clients, offering tailored solutions for small to mid-size businesses, enterprise-level clients, and investment firms in industries such as real estate, medical, restaurants, retail, and technology. For individuals seeking assistance with accounting services and tax planning, KADIN CPA follows a strict ethical code to provide personalized financial planning strategies that minimize tax liabilities and align with short and long-term goals. We also offer resources and industry insights to help clients understand changes in regulations and tax laws.

Merrill Lynch Financial Advisor Zachary N Howland, located at 75 Rockefeller Plaza in New York, is dedicated to understanding your values and helping you achieve your financial goals. Zachary N. Howland, CPWA®, CFP®, focuses on providing excellent service and timely financial advice to a select group of families across the country, including senior corporate executives, healthcare professionals, business owners, and professional athletes. With a team of talented individuals committed to building strong client relationships based on trust and personalized service, Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on your goals. By getting to know you personally and understanding your aspirations, Zachary can help you design and implement a personalized plan intended to help you pursue your financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Zachary can work with you to develop an approach designed to address your financial needs. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Zachary N Howland is committed to helping you achieve your goals.

Merrill Lynch Financial Advisor Robert R. Bratman is a finance institution located at 200 Park Avenue, New York, New York, United States. The team is dedicated to understanding your values and helping you achieve your financial goals. With a focus on one-on-one communication, they strive to create personalized plans that align with your individual and family needs. Robert R. Bratman, a Chartered Retirement Planning Counselor℠ (CRPC®), has extensive experience in providing comprehensive planning strategies to high net worth individuals and their families. He specializes in working with attorneys at top-tier law firms and navigating complex financial situations. Robert is also a Senior Portfolio Advisor who can manage custom investment strategies to help clients pursue their objectives.

Buckingham Strategic Wealth, located at 600 Old Country Road in Garden City, New York, is a finance institution dedicated to providing a highly personalized experience for each client's unique needs and goals. The Long Island team at Buckingham is inspired to tailor their services to meet the individual requirements of their clients. By becoming a Buckingham client, individuals can expect a comprehensive and customized approach to financial planning. To learn more about the client experience at Buckingham, interested parties can download the "Experience Is Everything" brochure.

Merrill Lynch Financial Advisor Ryan Meca is a trusted institution located at 1325 Franklin Avenue, Garden City, New York, United States. Specializing in finance, Ryan Meca is dedicated to managing your wealth by creating personalized strategies tailored to your goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Ryan Meca can help you pursue your financial aspirations and navigate changing market conditions. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed to help you achieve your goals and priorities over time. By understanding your unique investment personality and preferences, Ryan Meca can customize a financial approach that aligns with your values and aspirations. With a focus on building long-term relationships, Ryan Meca is committed to helping you stay on track and adapt to life changes and market fluctuations. Let Ryan Meca guide you towards financial success and help you live your best financial life.

CORE IR is a finance institution located at 377 Oak Street, Garden City, New York, United States. At CORE IR, we focus on raising visibility, expanding awareness, and increasing shareholder value for our clients. We offer relationship introductions with various key players in the finance industry, such as institutional investors, fund managers, and analysts. Our team crafts compelling messages that resonate with investors and leverage advanced tools to measure and elevate the ROI of your investor relations program. We go beyond traditional valuation measures to identify alternative metrics that highlight the intrinsic value of your business. Our comprehensive communications and digital media plans help us integrate with key constituents to unify all communications. We ensure your story reaches the right audience through our experience and longstanding relationships in the industry.

Merrill Lynch Financial Advisor Christopher A Moore, located at 1241 Pittsford Victor Road in Pittsford, New York, is dedicated to helping you manage your wealth by providing personalized wealth management strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Christopher Moore can help you create a flexible financial strategy tailored to your individual goals and priorities. By participating in the community and volunteering with local organizations, Christopher Moore values building relationships and understanding what matters most to you and your family. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Christopher Moore can help you develop a personalized plan that aligns with your aspirations and financial objectives. Whether you are planning for retirement, saving for a major purchase, or looking to pass on your wealth to future generations, Christopher Moore is committed to helping you achieve your financial goals. With a focus on staying informed and adapting to changes in your life and the financial markets, Christopher Moore will work with you to monitor your progress and make adjustments to your financial approach as needed. By prioritizing your goals and providing tailored investment strategies, Christopher Moore aims to help you turn your financial aspirations into reality. Contact Christopher Moore to learn more about how he can assist you in reaching your financial objectives.

CG Capital is a finance institution located at 139 Genesee Street in New Hartford, New York, United States. Our focus is on helping individuals reduce taxes, invest smarter, and optimize income. We believe in getting to know our clients on a personal level to understand their passions, values, and dreams. Our comprehensive planning approach covers goal planning, investments, insurance, estate planning, taxes, and liability management. We prioritize regular communication to ensure our clients are always informed and on track towards their financial goals.

Merrill Lynch Financial Advisor Martin A Zaklikowski, located at 580 Main Street in Buffalo, New York, offers personalized financial services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and customized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they evolve over time. By starting with a conversation to identify and prioritize your goals, the team can help you make investment decisions that align with your values and aspirations. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to tailor a financial approach that suits you. With access to investment insights and banking solutions, the team will work with you to develop a plan that addresses your financial needs and goals. Regular check-ins and adjustments ensure that your approach stays aligned with your changing life circumstances. The team at Merrill Lynch Wealth Management Advisors is committed to helping you achieve your financial goals through a personalized and comprehensive investment strategy.

Hudson Valley Financial Group - Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, is a finance institution that focuses on helping clients achieve their financial goals. They offer personalized investment recommendations based on individual goals and risk tolerance, and provide regular reviews to track progress and make adjustments as needed. Clients can access their investments and accounts from any device, securely track their progress, and schedule complimentary initial consultations to get started. The institution also offers insights on market trends and risk tolerance, emphasizing the importance of understanding and managing risk in investment strategies. Ameriprise financial advisors are registered to do business in specific U.S. states, and clients can find additional information on the advisor's personal website or through FINRA's BrokerCheck website. The institution values client referrals and is committed to helping friends and family members achieve their financial goals. Users of the website are bound by the terms of the Ameriprise Financial Website Rules and Regulations, and the institution prioritizes privacy and security for all clients. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

Merrill Lynch Financial Advisor Harold Williams, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With over 40 years of experience, the institution provides advice and guidance to help clients pursue their financial goals and secure their future. The team at Merrill Lynch Wealth Management puts clients' interests first and values the long-term relationships they have built. Services include asset allocation, diversification, investment selection, and downside risk management. The Williams Tomlin Group provides access to the Merrill Lynch Wealth Management platform, offering technologies, strategies, and investment alternatives from various financial services providers. The institution works closely with affluent families and individuals, including corporate executives and entrepreneurs, to suggest customized strategies tailored to their unique circumstances. With a focus on understanding clients' life goals, Merrill Lynch Financial Advisor Harold Williams aims to provide clients with the knowledge, insight, and wisdom needed to make informed financial decisions.

Lynch Financial Advisor Loren F. Ward is located at 360 Hamilton Avenue, White Plains, New York, United States. The Werbitt Cicale Ward Group is a team of experienced financial advisors who specialize in servicing wealthy individuals, businesses, and families. They offer a personalized, goal-driven approach to financial planning that is tailored to each client's risk profile and aspirations. The team believes in simplifying the complexities of wealth management through education and communication, ensuring that clients' goals and values are preserved for generations to come. With a broad range of financial experience spanning many market cycles, the team at Merrill Lynch Financial Advisor Loren F. Ward is dedicated to providing clients with a balanced financial planning approach. They believe in carefully managing wealth to help clients achieve outcomes that are personally meaningful to them.

Merrill Lynch Financial Advisor David S Leiman is a finance institution located at 100 Jericho Quadrangle, Jericho, New York, United States. The Leiman Group believes in building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking convenience. Their financial advisors work with successful individuals and families to help them pursue their financial goals, placing the client at the center of their focus. They offer personalized financial planning that evolves over time to track progress and make adjustments as needed. The institution values transparency, providing insight into potential risks and opportunities, and ensuring that clients understand what they are paying for. The team is committed to providing exemplary client service, with advisors who have received recognition from industry publications. By understanding each client's unique goals and priorities, they develop personalized financial strategies that adapt to changes in life and the market. The institution offers the latest investment insights, tips, and strategies to help clients achieve their financial goals.

One Oak Capital Management, LLC is a finance institution located at 287 Bowman Avenue in Harrison, New York, United States. The team at One Oak applies their market expertise to offer investors unique strategies to achieve absolute return or tax advantaged income objectives. They focus on capturing value opportunities in the investment grade municipal and corporate bond markets, while utilizing a disciplined portfolio risk management framework.

Lynch Financial Advisor Judith L Werbitt, located at 360 Hamilton Avenue in White Plains, New York, is a finance institution dedicated to servicing wealthy individuals, businesses, and families. The Werbitt Cicale Ward Group, a multi-generational team, provides personalized financial advice tailored to each client's risk profile and aspirations. With a goal-driven framework, they simplify the complexities of wealth and investments through education and communication. The team's broad financial experience, accumulated through many market cycles, offers a balanced financial planning approach for clients seeking to manage their wealth carefully and achieve personally meaningful outcomes. By taking the time to understand each client's financial situation, goals, and values, they collaborate to build a personalized financial strategy.

Merrill Lynch Financial Advisor Matthew A Roache, located at 1305 Walt Whitman Road in Melville, New York, offers personalized financial planning services tailored to your life priorities. The Miranda Wealth Management Group takes a holistic approach to investing, focusing on integrity, attention, and hard work to ensure that each client's financial situation and desires are fully understood. By collaborating with tax advisors and attorneys, the team ensures that all aspects of your financial strategy work together seamlessly. Specializing in high net worth individuals, families, and businesses, Merrill Lynch Financial Advisor Matthew A Roache provides customized recommendations for investment management, retirement planning, insurance, trust and estate planning services, and lending. With access to resources from Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A., the team can help you achieve a balance between building wealth and reducing risk.

Merrill Lynch Financial Advisor Antonio D Fusco is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth begins with a thorough understanding of your financial situation. Antonio Fusco can help create a flexible strategy tailored to your unique goals, with access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on personalized wealth management strategies, Antonio Fusco is dedicated to helping you pursue your financial goals. As a Merrill Lynch Wealth Management Advisor, Antonio Fusco is committed to serving the community and volunteers with local organizations. Through the Merrill Personal Wealth Analysis™ process, he can develop a personalized plan centered on your goals and aspirations. By engaging in meaningful conversations, Antonio Fusco will work with you to understand your priorities and create a financial approach that aligns with your values. Antonio Fusco believes in building long-term relationships based on trust and understanding. By utilizing the Investment Personality Assessment and staying informed about your changing life circumstances, he can help you navigate financial decisions and achieve your goals. With a focus on personalized solutions and ongoing communication, Antonio Fusco is dedicated to helping you stay on track towards financial success.

Merrill Lynch Financial Advisor Beth Topf, located at 114 West 47th Street in New York, offers comprehensive wealth management services through The Andrews Group. With a focus on the individual investor, the team at Merrill Lynch works to understand your unique goals and priorities to create a customized financial strategy. They provide advice on asset allocation, investment portfolios, and financial planning to help you pursue your goals and adapt over time. With over a century of combined investment experience, the team at Merrill Lynch is dedicated to delivering uncompromised service and financial acumen to help you achieve your financial goals. Whether you are looking to grow your wealth, preserve your legacy, or align your investments with your values, Merrill Lynch Financial Advisor Beth Topf and The Andrews Group can provide valuable insights and personalized guidance to help you build a strong financial future.

Merrill Lynch Financial Advisor Joseph C DiMattina, located at 200 Park Avenue, New York, New York, United States, is a full-service wealth management team known as The DiMattina Group. With over 50 years of combined experience, the team offers sophisticated advice, guidance, and strategic thinking to affluent individuals, business owners, corporate executives, and their families. They specialize in helping clients build and preserve wealth, maintain their lifestyle in retirement, and leave a lasting legacy. The DiMattina Group takes a personalized approach to wealth management, limiting their clientele to provide dedicated attention to each individual's priorities, aspirations, and values. They nurture long-term client relationships based on respect and understanding, striving to exceed expectations by creating engaging and informative experiences. The team is passionate about delivering outstanding wealth management services and providing clients with the resources to live their lives fully and with purpose.

Merrill Lynch Financial Advisor Mariam Adams is a finance institution located at 225 Liberty Street, New York, New York, United States. They specialize in providing personalized financial advice and guidance to clients, with a focus on developing fresh financial approaches that align with their values and reflect their authentic selves. The institution is dedicated to understanding the unique needs of marginalized groups, including the LGBTQ community, and allies to these groups. Their team of experienced advisors is committed to building strong client relationships based on trust and personalized service. Through a combination of thoughtful investment guidance and professional management, they help clients pursue their long-term financial goals. By getting to know each client personally, they create customized financial strategies that reflect their priorities and life goals. Working with Merrill Lynch Wealth Management Advisors means having access to comprehensive financial solutions from both Merrill and Bank of America, helping clients navigate the complexities of their financial lives and build customized investment approaches. They offer the latest investment insights, tips, and strategies to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Gerard J. Andrews, located at 114 West 47th Street in New York, offers personalized wealth management services that prioritize the needs and goals of the investor. The Andrews Group, led by Jerry Andrews, provides tailored financial strategies designed to help clients pursue their goals and adjust their approach over time. With a focus on preserving invested capital while seeking growth opportunities, the team at Merrill Lynch leverages the resources and insights of the firm to create customized investment portfolios. Clients benefit from a highly communicative and proactive service model, backed by a team with over a century of combined investment experience. The Andrews Group also specializes in values-based investing, helping clients align their investments with their beliefs and priorities. Whether you are planning for retirement, building your legacy, or seeking to achieve other financial goals, Merrill Lynch Financial Advisor Gerard J. Andrews is dedicated to helping you navigate the complexities of your financial life and build a personalized wealth management approach for the future.

At Merrill Lynch Financial Advisor Olusegun Ayeni, located at 114 West 47th Street in New York, United States, managing your wealth starts with a comprehensive understanding of your financial situation. With a focus on what matters most to you, we create personalized strategies tailored to today's market conditions. Our institution offers access to investment insights from Merrill and banking solutions from Bank of America, helping you pursue your goals through customized wealth management strategies. As part of the Merrill tradition, we are actively involved in the communities we serve, volunteering with local organizations to make a positive impact. Our Merrill Personal Wealth Analysis™ tool helps us build a personalized plan centered on your goals and aspirations, adjusting as your life evolves.

Merrill Lynch Financial Advisor Juan Pablo Sanz Rojas, located at 225 Liberty Street in New York, is a finance institution committed to understanding your values and helping you achieve your financial goals. With over 11 years of experience in Private Wealth Management, Juan Pablo specializes in developing strategies for High Net Worth families and businesses globally. Fluent in English, Spanish, and French, Juan holds a Certified Investment Management Analyst® (CIMA®) certification and focuses on long-term relationships tailored to each client's unique priorities. At Merrill Lynch Wealth Management, Juan Pablo believes in personalized financial planning centered around your goals and aspirations. By listening to your needs and priorities, he can help you create a customized approach to managing, growing, and preserving your wealth. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he can provide insights and resources to help you pursue what matters most to you.

Merrill Lynch Financial Advisor James Gargiulo, located at 6965 Yellowstone Boulevard in New York, United States, is a finance institution dedicated to helping clients make important financial decisions. James Gargiulo is accessible, knowledgeable, and experienced, committed to building strong relationships with clients. With a deep understanding of each client's financial picture, he creates flexible strategies tailored to individual goals and changing market conditions. Supported by the resources of Merrill and Bank of America, James and his team offer personalized wealth management strategies to help clients pursue their financial goals. As a Merrill Lynch Wealth Management Advisor, James focuses on what matters most to each client, adapting financial approaches as goals and priorities evolve. Through conversations and the Investment Personality Assessment, he gets to know clients on a personal level to customize a financial plan that aligns with their values and aspirations. Regular check-ins and adjustments ensure that clients stay on track to achieve their goals, even as life and markets change. With access to the latest investment insights and strategies, James helps clients live their best financial lives.

Merrill Lynch Financial Advisor Julia Battaglia is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Whatever your personal goals may be, they work one-on-one with you to develop a personalized financial strategy designed to help you pursue your long-term goals. Their financial planning process begins by getting to know you and understanding your goals, values, risk tolerance, time horizon, and liquidity needs. They offer one-on-one discovery meetings to review your portfolio and objectives, creating a personalized plan to help you reach your goals. By utilizing the Investment Personality Assessment, they can customize the financial approach to align with your investing preferences. They offer the Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on your goals. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer investment insights, tips, and strategies to help you achieve your financial goals. As Merrill Lynch Wealth Management Advisors, they help you build a customized investment approach to address your needs and pursue your goals. Get the dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor and receive personalized investment strategies plus comprehensive financial solutions from Bank of America. It is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services to help you live your best financial life.

Merrill Lynch Financial Advisor Anthony J Russo, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a sophisticated suite of financial strategies tailored to successful professionals and wealthy families. The Russo Rosenstein Group operates under the belief that financial decisions play a crucial role in enhancing clients' lives. With a boutique level of personal service and attention, the highly credentialed advisors educate and coach clients to ensure integrated strategies are followed. The institution works with a finite number of clients to provide personalized recommendations based on unique planning needs. They assist with both personal and business financial matters, including plan design and implementation for business owners. The team at The Russo Rosenstein Group has the experience and ability to manage high concentrations of wealth for affluent clients nationwide. Clients are not defined by the value of their assets, but by their personalities, priorities, and aspirations. The institution serves clients at various life stages, offering a strategic and analytical approach to financial planning. With a focus on multi-generational wealth management, the team helps clients achieve their significant goals for family, business, and philanthropy. The advisors proactively help clients navigate opportunities and circumstances, taking a holistic view of their financial picture. The institution is committed to providing high caliber intelligence and insight to support clients in achieving their financial goals. With a passion for superior wealth management, the team at The Russo Rosenstein Group is dedicated to providing personalized and professional service to clients.