Branch Financial Services Inc

Welcome to Merrill Lynch in Smithtown, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Welikey Financial Planning LLC, located in Smithtown, NY, is a trusted advisor committed to helping individuals worry less about their financial future and enjoy life more. They offer holistic financial advice, addressing all aspects of their clients' financial concerns, including retirement, investment strategies, tax and estate planning, insurance, and more. As a Registered Investment Advisor, they provide independent fee-only financial planning and investment advice, ensuring client needs are always put first. With a focus on personalized financial solutions, Welikey Financial Planning works directly with clients, providing easy-to-understand recommendations and assisting in their implementation every step of the way. Their fee-only approach avoids conflicts of interest, as they sell no products and receive no commissions. Instead, clients pay a fixed fee for objective, personal advice on how to achieve their financial goals. Welikey Financial Planning is dedicated to helping individuals build a secure and independent financial future, allowing them to fully enjoy life.Generated from the website

Located in Smithtown, NY, Richard Bohner - Raymond James stands as a prominent financial services provider, offering a range of tailored wealth management solutions to individuals, businesses, and municipalities. Specializing in investment banking, asset management, and capital market services, they are dedicated to assisting clients in achieving their specific financial objectives through comprehensive planning and strategic portfolio advisory strategies. With a commitment to personalized attention and meticulous analysis, Richard Bohner - Raymond James aims to guide clients through intricate financial landscapes while emphasizing the importance of prudent risk management. Backed by decades of experience, Richard Bohner - Raymond James prides itself on delivering objective-based solutions that help clients grow, protect, and efficiently transfer their financial resources. Despite their global reach, the company maintains a community-oriented approach, ensuring that each client receives attentive and meaningful assistance tailored to their unique goals. By offering specialized assistance and investment research, Richard Bohner - Raymond James remains dedicated to providing valuable financial insights and opportunities to their clientele. Generated using this brand's available information