I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.

Josh Galanter

Financial Advisor

114 West 47th Street

New York NY 10036

(212) 382.8581

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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.

ProfileInsightsAbout Merrill

Profile

My approach is rooted in building long-lasting relationships based on trust, transparency, and personalized service. I believe in empowering my clients through education, ensuring they understand each step of their financial journey. Whether you're planning for retirement, navigating complex equity compensation, saving for your children's education, trust/estate planning, or looking to grow your investment portfolio, I am committed to providing strategic advice that prioritizes your financial well-being.

Insights

A new look at portfolio construction

4 ways the ‘Big Beautiful Bill’ could affect your household finances

Countdown to 2035: Can we fix Social Security in time?

Managing debt as you approach retirement

A fresh look at Alternative Investments: Let’s Talk Alts

Feeling the ‘sandwich generation’ squeeze?

About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.