Merrill Lynch Wealth Management

Raymond James Financial Services, based in Babylon, NY, is a global financial firm known for providing trusted advice and sophisticated strategies tailored to individuals and institutions. Their wide range of services includes wealth management, investment solutions, financial planning, estate and charitable giving services, banking and lending, insurance solutions, and more. Committed to corporate responsibility and sustainability, Raymond James partners with organizations like Junior Achievement of Tampa Bay and emphasizes a supportive and inclusive work environment for its associates. With a strong focus on culture, the firm values its employees and their contributions to delivering exceptional financial services. Generated from the website

Primerica Financial Services, based in Lindenhurst, NY, has been dedicated to empowering families with financial education for over 48 years. Their licensed representatives focus on simplifying financial concepts, providing tailored solutions such as term life insurance, investments, and debt management to help clients achieve financial independence. With a commitment to a people-first philosophy, Primerica emphasizes building trust and serving the needs of middle-income families. Through personalized financial needs analyses and continuous support, they aim to guide clients on their journey toward secure financial futures. Generated from the website