TOP 30 Wealth accomplishment plans in New York, New York

27 results found

Welcome to Bartal Law Life & Legacy Planning Located at 61-43 186th Street, Queens, New York 11365, Bartal Law Life & Legacy Planning is your trusted partner in safeguarding your family's future and preserving your legacy. Led by Daphne Bartal, an experienced Wills & Trusts Attorney, our boutique, women-owned law firm specializes in personalized estate planning services, ensuring your assets and wishes are protected for generations to come.

Welcome to Anthony Surber - RBC Wealth Management Financial Advisor, your trusted partner in financial planning and wealth management, located at 19485 U.S. 11, Watertown, New York. Our dedicated team is here to help you navigate the complexities of financial planning, ensuring your money works for you to achieve your life goals. At Anthony Surber - RBC Wealth Management, we understand that planning for health care expenses in retirement is crucial. We offer resources like "Taking Control of Health Care in Retirement" to guide you in preparing for a long, happy, and healthy retirement. Additionally, in an age where data breaches are increasingly common, we provide valuable insights to help safeguard your personal and financial information.

Welcome to Schwenk Wealth Group Located at 223 West Montauk Highway, Hampton Bays, New York, Schwenk Wealth Group is your trusted partner in finance and wealth management. Our mission is to help you prioritize your financial objectives and prepare to achieve them through professional wealth management strategies. We are dedicated to guiding our clients in navigating the financial landscape, whether it's managing investments, planning for retirement, or building a secure financial future.

Welcome to Michael Schwenk - RBC Wealth Management, located at 223 West Montauk Highway, Hampton Bays, New York. As a leading finance firm, we specialize in professional wealth management, helping you prioritize your financial objectives and prepare to achieve them. Our dedicated team is committed to assisting you in navigating the complexities of wealth building, ensuring a secure financial future. We are proud to announce that our Financial Advisor, Michael Schwenk, was recognized as a Forbes Next-Gen Wealth Advisor in 2023. This national acknowledgment affirms our commitment to providing exceptional service to our clients.

Welcome to Joseph Jamison - RBC Wealth Management Financial Advisor Located at 223 West Montauk Highway, Hampton Bays, New York, Joseph Jamison is your trusted partner in navigating the complex world of finance. As a dedicated financial advisor, Joseph offers personalized wealth management services designed to help you prioritize your financial objectives and prepare to achieve them. At RBC Wealth Management, we understand the importance of a tailored approach to financial planning, ensuring that your unique needs and aspirations are at the forefront of everything we do.

Attitude Financial Advisors, Inc. is a finance institution located at 3 Crossways Park Drive West in Woodbury, New York, United States. Our team of Certified Financial Planner™ professionals, including Jeffrey Trugman, Bryan Trugman, and Alex Salem, are dedicated to helping you achieve financial success through a unique financial planning process. We understand that your attitude and behavior towards finances play a crucial role in your prosperity. By harnessing your emotional decision-making power through behavioral finance, we aim to align your personal values with a comprehensive financial planning strategy designed to achieve your goals. Our goal is not to sell products, but to help you develop good financial habits that will enable you to accomplish the things you want.

Merrill Lynch Financial Advisor Jayne D. Finst is a dedicated Wealth Management Advisor located at 75 Rockefeller Plaza in New York City. With over a decade of experience in the investment industry, Jayne specializes in providing personalized financial advice and services to ultra-high net worth and high net worth individuals and their families. She works closely with clients to create efficiencies within their complex financial lives, allowing them to focus on their goals and aspirations. Jayne combines a rigorous approach to investing with a commitment to providing the highest levels of service to her clients. She offers access to the resources and capabilities of Merrill Lynch Wealth Management and Bank of America, ensuring clients have a comprehensive platform to manage every aspect of their financial lives. Jayne believes in delivering highly accessible, responsive service that exceeds expectations, and she collaborates with third-party advisors to offer a fully integrated approach to wealth management.

Merrill Lynch Financial Advisor Michael Provenz, located at 1305 Walt Whitman Road in Melville, New York, serves an accomplished and affluent clientele seeking personalized retirement and inter-generational wealth planning. The Scheer Provenz Group, led by Michael Provenz, caters to clients such as active and retired physicians, private business owners, corporate executives, and multiple generations of families across the New York Tri-State area, Florida, and nationwide. The group's primary goal is to provide for clients' lifestyle needs while increasing their overall net worth. They believe in globally diversifying client portfolios and offer access to Bank of America N.A for liability management. With a focus on lasting wealth that spans generations, the team at The Scheer Provenz Group provides personalized service and tailored financial strategies based on each client's aspirations, goals, and risk tolerance. Their mission is to help clients achieve their financial goals through a customized approach that reflects their unique personality and priorities.

Merrill Lynch Financial Advisor Paul T Goldsmith is a prestigious finance institution located at 200 Park Avenue, New York, New York, United States. Merrill is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. The institution has been recognized in Forbes' "Best-in-State Wealth Management Teams" for multiple years, as well as on Wall Street's "Top 40 Advisors Under 40" list. The team at Merrill Lynch Wealth Management is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They work closely with accomplished individuals, executives, and professionals from various industries to provide optimal service experiences. Merrill Personal Wealth Analysis™ is offered to help build and document personalized financial plans centered around clients' goals. The institution emphasizes the importance of understanding clients' priorities and adapting financial approaches to reflect changes in their lives and the market. As Merrill Lynch Wealth Management Advisors, they provide customized investment approaches to address clients' needs and goals. With a dedicated one-on-one relationship, clients can access personalized investment strategies and comprehensive financial solutions. The team at Merrill Lynch Financial Advisor Paul T Goldsmith is committed to helping clients achieve their financial goals and navigate the complexities of their financial lives.

Merrill Lynch Financial Advisor Ravit Kaye, located at 266 Merrick Road, Lynbrook, New York, United States, offers a full range of wealth management services to highly accomplished individuals and their families. Ravit and her team of investment industry professionals combine their knowledge and capabilities with the global resources of Merrill to provide exemplary client service. With recognition from Forbes as a Top Women Wealth Advisor, Ravit is dedicated to helping clients achieve their financial goals through personalized advice and guidance. As a Chartered Retirement Planning Counselor™ and Merrill qualified Portfolio Manager, she can help clients pursue their objectives by managing their investments on a discretionary basis. With a background in finance and economics, Ravit is committed to building strong client relationships based on trust and personalized service. Whether it's transferring wealth to the next generation or customizing your financial approach, Ravit focuses on what matters most to you and your family. By understanding your goals and priorities, she can create a financial approach that reflects your personality and helps you address fluctuations in the market and changes in your life. Let Merrill Lynch Wealth Management Advisors help you navigate the financial complexities of life and build a customized investment approach to pursue your goals.

Merrill Lynch Financial Advisor David Rubin is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. David Rubin is a dedicated Financial Advisor at Merrill Lynch Wealth Management, focusing on providing personalized portfolio management to affluent families, accomplished professionals, and successful business owners. He believes in building long-term relationships with his clients and educating them on their financial situation to help them achieve their financial goals. In his leisure time, David enjoys travelling, cycling, cooking, and being an active member of his community. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. By understanding your investment personality and goals, David can help you create a financial approach that reflects your unique needs. With access to the investment insights of Merrill and banking solutions from Bank of America, he can assist you in managing, growing, and preserving your wealth. David is registered to do business in multiple states and offers investment insights, tips, and strategies to help you achieve your financial goals.

Merrill Lynch Financial Advisor Brad Green, located at 1325 Franklin Avenue in Garden City, New York, is a finance institution dedicated to helping clients achieve their financial goals with an 'uninterrupted and uncompromised' journey towards retirement, wealth transfer, or any other meaningful objective. The team at Merrill Lynch believes in starting every relationship with a conversation to understand and prioritize the goals that matter most to each individual. By utilizing tools such as the Investment Personality Assessment, the team can customize a financial approach tailored to each client's unique preferences and priorities. The Green-Millman Group, led by Brad Green and Scott Millman, offers personalized investment management strategies for a highly accomplished clientele, including successful business owners, attorneys, and financial professionals. The team's disciplined approach and commitment to exceptional service help clients navigate through various financial decisions, from funding a child's education to planning for retirement. With a focus on building strong client relationships based on trust and personalized service, the team aims to be viewed as clients' most trusted advisor.

Mindful Medicine Rochester: Your Path to Holistic Health and Wellness Located at 421 Penbrooke Dr, Penfield, NY 14526, Mindful Medicine Rochester is an innovative medical acupuncture and mind-body medicine practice dedicated to addressing all aspects of your physical, emotional, and mental health. We serve Rochester, NY, and the surrounding areas with a comprehensive approach that blends the best of Western and Eastern medical traditions.

Welcome to SoVous, your premier health and spa destination located at 9 East 68th Street in the heart of Manhattan, New York City. At SoVous, we embrace the philosophy that beauty is a gift — one that deserves to be cherished and nurtured. Our name, derived from the French phrase for ‘take care of you,’ embodies our commitment to providing each client with unparalleled attention and care in our state-of-the-art Aesthetics Center. Led by the esteemed Lisa M. Chevalier, M.M.S., PA-C, a renowned Master Injector and aesthetic expert, SoVous offers bespoke treatment plans that are meticulously tailored to highlight your natural beauty. Lisa’s profound love for the arts and her dedication to aesthetics converge to create a practice that not only enhances your appearance but also enriches your life. Her extensive experience and artistic insight ensure that every treatment delivers natural-looking, stunning results.

Welcome to Buraq Construction Inc. Located at 1202 Avenue K, Brooklyn, New York, Buraq Construction Inc. has been a cornerstone of quality and reliability in the construction industry for over a decade. As a trusted general contractor and roofing specialist, we pride ourselves on delivering luxury construction services that prioritize safety, efficiency, and excellence.

Welcome to the practice of Dr. Jerome C. Andres, MD, a distinguished family physician dedicated to providing exceptional healthcare services to the Lewiston community and surrounding areas. Conveniently located at 908 Center Street, Lewiston, New York, Dr. Andres brings a wealth of experience and expertise to his practice, ensuring the highest quality of care for his patients. Born and raised in Niagara Falls, New York, Dr. Andres is deeply rooted in the local community. He graduated summa cum laude from Niagara University with a Bachelor of Science in Natural Sciences/Biology and earned his Doctorate of Medicine from the State University of New York at Buffalo. With a commitment to excellence, he completed his residency locally and is board certified in family medicine.

Welcome to the practice of Dr. Clayton L. Del Prince, a dedicated and compassionate healthcare professional committed to providing exceptional orthopaedic care in Buffalo, New York. Located at 462 Grider Street, Dr. Del Prince serves as a Clinical Assistant Professor of Orthopaedics at the University at Buffalo, bringing a wealth of knowledge and expertise to his patients. Dr. Del Prince firmly believes in the power of listening and open communication, recognizing that understanding his patients' conditions and their impact on daily life is crucial to building trust and respect. His approach involves creating individualized treatment plans that align with each patient's unique goals, whether it's returning to sports, work, or simply enjoying an active lifestyle.

Welcome to the Practice of Dr. Michael Freitas Located at 5959 Big Tree Road, Suite 108, Orchard Park, NY 14127, Dr. Michael Freitas offers comprehensive, nonsurgical sports medicine services to patients of all ages. As a Clinical Assistant Professor of Orthopaedics, Family Medicine, and Exercise and Nutrition Sciences at the University at Buffalo, Dr. Freitas brings a wealth of knowledge and experience to his practice.

Welcome to Josephine D. Julian, MD Located at 201 East 65th Street in the heart of Manhattan, New York, Josephine D. Julian, MD, is your trusted partner in health and wellness. Dr. Josephine Julian is a Board-Certified Specialist in Family Medicine with a wealth of experience and a compassionate approach to care. Having completed her residency at Montgomery Hospital Medical Center in Pennsylvania, a Temple University School of Medicine Affiliated Network program, Dr. Julian has honed her skills in various medical settings.

Welcome to Ergo Physical Therapy, where your health and wellness are our top priority. Conveniently located at 10740 Queens Boulevard in Queens, New York, we are a dedicated team of experienced physiotherapists committed to providing personalized care and proven results. At Ergo Physical Therapy, we pride ourselves on our attentive staff who genuinely listen to your needs and concerns. With over 30 years of combined experience, our core service is rooted in physical therapy, offering long-term success through continuous advancements in quality care and services. Our relaxing atmosphere is specifically designed with you, the patient, in mind, ensuring a comfortable and supportive environment for your recovery.

Welcome to Corrective Chiropractic, your trusted partner in achieving optimal health and wellness. Located at 595 New York 25A, Miller Place, New York 11764, our dedicated team, led by Dr. Michael Carnes, is committed to providing personalized chiropractic solutions tailored to your unique needs. Whether you're seeking relief from pain after an accident or injury, managing a chronic condition, or simply striving to enhance your overall health, immunity, and longevity, we are here to support you every step of the way. At Corrective Chiropractic, we understand that every patient is different, and we offer a comprehensive range of services designed to address various health concerns. Our approach focuses on natural, non-invasive methods to help you achieve your recovery and wellness goals. From therapeutic exercises for faster healing to managing neurological conditions and improving posture, chiropractic care offers a holistic solution to many health challenges.

Welcome to Vertex Physical Therapy Services PC, located at 46 West Suffolk Avenue, Central Islip, New York. We are a dedicated team of experienced healthcare professionals specializing in physical therapy, committed to helping you achieve optimal health and wellness. At Vertex Physical Therapy Services, our skilled staff brings a wealth of experience and training in various specialties to provide you with personalized care. Our team is proficient in a wide range of therapeutic techniques designed to improve your lifestyle, alleviate pain, and enhance your physical function. Whether you are recovering from an injury, managing a chronic condition, or seeking to improve your overall physical performance, we are here to support your journey to better health.

Welcome to Dr. Patricia Happel's Practice Located at 267 Carleton Avenue, Central Islip, New York, Dr. Patricia Happel's practice is committed to providing exceptional healthcare services with a focus on family medicine, osteopathic manipulative medicine, obesity medicine, and nutrition. As an Associate Professor and Director of Interprofessional Education, Dr. Happel brings a wealth of knowledge and expertise to her practice, ensuring that patients receive comprehensive and compassionate care.

Ortiz & Ortiz, LLP: Your Trusted New York City Bankruptcy and Estate Planning Attorneys Welcome to Ortiz & Ortiz, LLP, a family-owned law firm dedicated to helping individuals and businesses navigate the complexities of financial and estate planning matters. Located at 287 Park Avenue South in the heart of Manhattan, New York City, our firm has been serving the community with integrity and compassion since 1953.

Welcome to Glouzgal Law PLLC Located at 734 County Highway 33 in the picturesque village of Cooperstown, New York, Glouzgal Law PLLC is your trusted legal partner for estate planning and real estate matters in both Connecticut and New York. Our dedicated team of experienced attorneys is committed to providing personalized legal services that cater to your unique needs and goals.

Welcome to Capital One Bank, conveniently located at 95-25 Queens Boulevard in the vibrant borough of Queens, New York. As a trusted financial institution, we are committed to providing exceptional banking services to meet all your financial needs. Whether you are looking to manage your personal finances, seeking advice on investments, or require business banking solutions, our team of experienced professionals is here to assist you. At this location, you will find a full-service branch offering a wide range of services, including checking and savings accounts, credit cards, loans, and investment opportunities. In addition, we provide a 24/7 ATM service for your convenience, allowing you to access your funds and perform essential banking transactions anytime, day or night.

Welcome to the world of real estate excellence with Debra Von Brook-Binder, your trusted Real Estate Salesperson located at 11 Grand Avenue, Shelter Island Heights, New York. Whether you are buying, selling, or renting, Debra is dedicated to providing personalized attention and expert guidance throughout your property journey. With over 15 years of experience in interior design, home purchasing, construction, and renovations, Debra transitioned into real estate in the early 2000s, bringing a wealth of knowledge and expertise. As a long-time Shelter Island resident since 1991, Debra's local insight into the beautiful Shelter Island and the captivating North and South Fork regions is unparalleled.