Business financial consulting in Jericho, NY
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Peter Abrami - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenPeter Abrami is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 333 Jericho Turnpike in Jericho, New York, United States. Peter holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Peter is dedicated to providing comprehensive financial planning services to individuals and small business owners, with expertise in asset management, retirement planning, estate planning, risk management, and investment strategies. With a focus on ethics and client needs, Peter Abrami is committed to helping clients achieve their financial goals and secure their financial future.
333 Jericho Turnpike Ste 232, Jericho, NY 11753, United States -
Christopher Skutnik - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChristopher Skutnik is a Financial Advisor at Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. He specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, addressing various aspects such as asset management, estate planning, retirement planning, risk management, and investment strategies. Christopher Skutnik is dedicated to upholding the highest ethical standards and staying current with the latest industry knowledge to best serve his clients' financial needs.
390 N Broadway Ste 240, Jericho, NY 11753, United States -
Eileen Kohler - Financial Advisor, Ameriprise Financial Services, LLC
● OpenEileen Kohler, a Financial Advisor at Ameriprise Financial Services, LLC, located at 333 Jericho Turnpike in Jericho, New York, is dedicated to helping clients achieve their financial goals. With a focus on retirement planning, education savings, and investment strategies, Eileen provides personalized recommendations based on individual goals and risk tolerance. Regular meetings are scheduled to review progress and adjust strategies as needed. Clients have secure access to their accounts and can track their progress towards their financial goals from any device. Eileen also offers insurance solutions to protect against the unexpected. To learn more about how Eileen can help you reach your financial goals, schedule a complimentary initial consultation. Please note that all investment products are subject to risks, and Ameriprise Financial Services, LLC is a registered investment adviser and a member of FINRA and SIPC. Eileen is registered to conduct securities business in certain states, so please refer to FINRA's BrokerCheck website for more information. Contact Eileen today to discuss your financial needs and start planning for a more secure future.
333 Jericho Turnpike Ste 232, Jericho, NY 11753, United States -
STEPNIEWSKI & ASSOCIATES - Ameriprise Financial Services, LLC
● ClosedSTEPNIEWSKI & ASSOCIATES - Ameriprise Financial Services, LLC is a finance institution located at 500 North Broadway, Jericho, New York, United States. They offer personalized financial advice and exceptional client service to help individuals achieve their financial goals. Their services include investment recommendations, asset allocation, and portfolio management based on individual goals and risk tolerance. They provide solutions for insurance coverage to protect against unexpected events and offer digital tools for easy access to investments. Ameriprise financial advisors are registered to do business in certain U.S. states and adhere to strict regulations for client security and privacy. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. The institution also offers resources for individuals to refer friends or family members for financial guidance. STEPNIEWSKI & ASSOCIATES - Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest standards of professionalism and integrity in financial services.
500 N Broadway #144, Jericho, NY 11753, United States -
Castar Dios Wealth Management - UBS Financial Services Inc.
● OpenCastar Dios Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at One Jericho Plaza in Jericho, New York, United States. As a leading provider of wealth management services, they offer a wide range of financial solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Castar Dios Wealth Management - UBS Financial Services Inc. is dedicated to providing personalized and strategic financial advice to individuals and businesses. Whether you are looking to invest, plan for retirement, or manage your assets, they have the expertise and resources to help you navigate the complex world of finance.
One Jericho Plaza, Jericho, NY 11753, United States -
Anchor Wealth Management - UBS Financial Services Inc.
● OpenAnchor Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in wealth management, they provide comprehensive financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals and access to UBS's global resources, clients can expect personalized investment strategies tailored to their unique needs. Whether it's retirement planning, investment management, or estate planning, Anchor Wealth Management - UBS Financial Services Inc. is dedicated to helping clients build and protect their wealth for the future.
One Jericho Plaza, Jericho, NY 11753, United States -
Keith Ryan, CIMA, CPWA - UBS Financial Services Inc.
● OpenKeith Ryan, CIMA, CPWA - UBS Financial Services Inc. is a leading finance institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in wealth management, Keith Ryan and his team provide expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, UBS Financial Services Inc. is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and success.
One Jericho Plaza, Jericho, NY 11753, United States -
Estola Miller Barnett, CRPC - UBS Financial Services Inc.
● OpenEstola Miller Barnett, CRPC - UBS Financial Services Inc. is a trusted financial institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in finance, they offer a range of services to help individuals and businesses manage their wealth and achieve their financial goals. With a team of experienced professionals, including Estola Miller Barnett who is a Certified Retirement Planning Counselor (CRPC), clients can expect personalized and comprehensive financial advice tailored to their unique needs. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, UBS Financial Services Inc. is dedicated to providing top-notch financial solutions and guidance.
One Jericho Plaza, Jericho, NY 11753, United States -
Integrated Financial Services
● OpenIntegrated Financial Services is a leading institution located at 410 Jericho Turnpike in Jericho, New York, United States. Specializing in accounting and finance, our team of experts provides comprehensive financial services tailored to meet the unique needs of each client. From tax preparation and auditing to investment management and financial planning, we are committed to delivering top-notch solutions that help individuals and businesses achieve their financial goals. With a focus on integrity, professionalism, and customer satisfaction, Integrated Financial Services is your trusted partner for all your financial needs.
410 Jericho Turnpike #108, Jericho, NY 11753, United States -
Ivy Tax & Business Inc(Jericho) - 安腾会计
● ClosedIvy Tax & Business Inc. in Jericho is not your traditional accounting firm; we are specialized tax planning professionals and accountants. Our mission goes beyond traditional accounting services as we are deeply committed to enhancing the cash flow of small and medium-sized business owners and investors. Founded with a vision to provide unique services, we are not just about recording financial history; we proactively guide you through professional advice and strategies to help you earn more and keep more of your hard-earned money. Our team of registered accountants is a top-tier tax strategy team, providing you with practical, IRS-approved strategies to minimize your tax burden. While "other companies" may only take a reactive approach to planning, which can lead to outdated information, unpleasant surprises during tax season, and a lack of control, Ivy Tax & Business Inc. stands out by offering ongoing coaching and proactive solutions. Working with us, you can be confident that you are paying the least amount of taxes possible while achieving your financial dreams.
366 N Broadway # 410, Jericho, NY 11753, United States -
John Ferro Consulting Ltd
● OpenJohn Ferro Consulting Ltd is a reputable accounting and finance institution located at 190 East Jericho Turnpike in Mineola, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Our commitment to excellence and personalized service sets us apart from the competition, making us the go-to choice for individuals and businesses seeking reliable financial advice and support. Visit us today to see how we can help you achieve your financial goals.
190 E Jericho Turnpike, Mineola, NY 11501, United States -
A Jericho Accounting Services
● ClosedJericho Accounting Services is a reputable accounting and finance institution located at 471 North Broadway in Jericho, New York, United States. With a team of experienced professionals, we offer a wide range of accounting services tailored to meet the needs of individuals and businesses alike. Our commitment to excellence and attention to detail ensure that our clients receive accurate and timely financial information to make informed decisions. Whether you need help with tax preparation, bookkeeping, or financial planning, Jericho Accounting Services is here to help you navigate the complex world of finance with ease.
471 N Broadway, Jericho, NY 11753, United States -
Pinnacle Tax Service
● ClosedPinnacle Tax Service is a reputable accounting and finance institution located at 380 North Broadway in Jericho, New York. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. With our expertise and personalized approach, we strive to help our clients achieve financial success and peace of mind. Contact us today to learn more about how we can assist you with your accounting and finance needs.
380 N Broadway # L10, Jericho, NY 11753, United States -
S Hartmann & Co Inc
● OpenS Hartmann & Co Inc is a reputable accounting and finance institution located at 821 West Jericho Turnpike in Smithtown, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, S Hartmann & Co Inc is dedicated to helping you achieve your financial goals. Their personalized approach and attention to detail set them apart from other firms, making them a trusted partner for all your financial needs.
821 W Jericho Turnpike #1c, Smithtown, NY 11787, United States -
Raisman CPA P.C.
● ClosedRaisman CPA P.C. is a reputable accounting and finance institution located at 996 West Jericho Turnpike in Smithtown, New York, United States. With a team of skilled professionals, they provide a wide range of financial services including tax preparation, audit services, business consulting, and more. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Raisman CPA P.C. for all your accounting and finance needs.
996 W Jericho Turnpike 2nd Floor, Smithtown, NY 11787, United States -
Gold Tax Professionals
● ClosedGold Tax Professionals is a reputable accounting and finance institution located at 712 East Jericho Turnpike in Huntington Station, New York. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses in the United States. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and maximize their tax savings. Trust Gold Tax Professionals for all your accounting and finance needs.
712 E Jericho Turnpike A, Huntington Station, NY 11746, United States -
Gary Grab & Associates Inc.
● ClosedGary Grab & Associates Inc. is a reputable accounting and finance institution located at 6800 Jericho Turnpike in Syosset, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Gary Grab & Associates Inc. for accurate and reliable financial advice and assistance.
6800 Jericho Turnpike #205w, Syosset, NY 11791, United States -
Gerald Cawley - State Farm Insurance Agent
● ClosedWelcome to the Gerald Cawley State Farm Agency located at 3034 Jericho Turnpike in East Northport, New York. Our insurance agency is conveniently situated just 1/2 mile west of Larkfield Rd, across from the 7 Eleven. We offer a wide range of insurance services including Auto, Home, Property, Business, Boat, Life, and Health insurance quotes. Our experienced team is dedicated to helping you protect your assets and plan for the future with personalized insurance plans that suit your needs. As a retired NYPD Lieutenant and second-generation State Farm agent, Gerald Cawley takes pride in serving the East Northport community. We strive to provide high-quality customer service and build long-lasting relationships with our clients. Whether you're looking to secure your family, assets, or plan for the future, we are here to help you navigate the world of insurance. Contact us today for all your insurance needs and let us help you manage the risks of everyday life and realize your dreams.
3034 Jericho Turnpike, East Northport, NY 11731, United States -
Kelly Schumacher - State Farm Insurance Agent
● ClosedKelly Schumacher - State Farm Insurance Agent is a reputable insurance agency located at 1870 East Jericho Turnpike in Huntington, New York. As a trusted State Farm Insurance Agent, Kelly Schumacher and her team are dedicated to providing personalized insurance solutions to meet the needs of their clients. Whether you are looking for auto, home, life, or business insurance, Kelly Schumacher - State Farm Insurance Agent is committed to helping you protect what matters most. With a focus on exceptional customer service and competitive rates, this agency is your go-to destination for all your insurance needs in the Huntington area.
1870 E Jericho Turnpike Unit 9, Huntington, NY 11743, United States -
Monica Murphy - State Farm Insurance Agent
● ClosedMonica Murphy State Farm Insurance Agent is an insurance agency located at 1985 New York Avenue in Huntington Station, New York. Our experienced team is dedicated to helping you with your auto insurance needs, as well as providing personalized insurance options for your home, life, pets, motorcycles, and boats. Our trilingual team can assist you in English, Spanish, and Portuguese, and we have over three decades of collective insurance experience. We are located just 4 blocks north of Jericho Tpke, near 7-11 and Sherwin Williams. While we are unable to process online auto quotes at this time, please call our office for assistance. Our goal is to help protect your family and possessions while providing excellent coverage and personalized service. Whether you're looking for auto insurance for sunny road trips or home insurance to safeguard your sanctuary, we have you covered.
1985 New York Ave, Huntington Station, NY 11746, United States -
Heather Schaefer - State Farm Insurance Agent
● ClosedHeather Schaefer - State Farm Insurance Agent is a trusted insurance agency located at 624 East Jericho Turnpike, Huntington Station, New York, United States. They provide valuable tips on avoiding the dangers of drinking and driving, home plumbing checkups, and DIY auto maintenance to combat rising repair costs. Franchesco (Fran), a former collegiate athlete and bilingual in English & Spanish, is a key member of the team. They offer life insurance, annuities, and pet insurance products underwritten by reputable companies. For personalized advice on insurance and financial matters, contact Heather Schaefer - State Farm Insurance Agent today.
624 E Jericho Turnpike, Huntington Station, NY 11746, United States -
Garbe Associates Insurance - Huntington
● ClosedGarbe Associates Insurance in Huntington is a trusted insurance agency located at 876 East Jericho Turnpike, Huntington Station, New York. Our dedicated team is committed to helping customers find the best coverage to protect what matters most in life. As an Independent agency, we have access to a wide variety of top carriers, allowing us to tailor coverage to suit each individual's unique situation. Trust Garbe Associates Insurance to provide personalized service and comprehensive insurance solutions.
876 E Jericho Turnpike, Huntington Station, NY 11746, United States -
Donald Hurley: Allstate Insurance
● ClosedDonald Hurley: Allstate Insurance is an insurance agency located at 837 East Jericho Turnpike in Huntington Station, New York. With a commitment to providing reliable and personalized insurance coverage, Donald Hurley and his team are dedicated to helping clients protect what matters most. Whether you need auto, home, life, or business insurance, they are ready to assist you in finding the right policy to fit your needs. Trust in Donald Hurley: Allstate Insurance for all your insurance needs in the Huntington Station area.
837 E Jericho Turnpike, Huntington Station, NY 11746, United States -
Original Funding
● ClosedOriginal Funding, located at 6901 Jericho Turnpike in Syosset, New York, is a finance institution that specializes in providing consultative brokerage services to small businesses in need of immediate financing. As a premium broker, Original Funding has relationships with direct lending firms, offering a variety of lending options such as merchant cash advances, short and mid-term business loans, and business loan consolidation. If you are unsure about qualifying for a small business loan, Original Funding can help you navigate the process. They are not a lender themselves, but they work with a network of lenders to match prospective borrowers with the best financing options available. Please note that there is no guarantee of approval from any lender, and all financial terms are negotiated directly between the borrower and the lender.
6901 Jericho Turnpike #215, Syosset, NY 11791, United States -
Clara Capital LLC
● ClosedClara Capital LLC is a finance institution located at 6901 Jericho Turnpike in Syosset, New York. Specializing in financial services, Clara Capital LLC offers a range of investment opportunities, financial planning services, and wealth management solutions to individuals and businesses. With a team of experienced professionals, Clara Capital LLC is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest for the long term, plan for retirement, or grow your business, Clara Capital LLC can provide the expertise and guidance needed to make informed financial decisions.
6901 Jericho Turnpike #215, Syosset, NY 11791, United States -
Pat Marabella
● OpenPat Marabella is a financial institution located at 580 East Jericho Turnpike in Huntington Station, New York. As an ATM and finance center, we provide convenient access to banking services and financial assistance for our customers. Our knowledgeable staff is dedicated to helping individuals and businesses manage their finances effectively. Visit us today to experience our professional and reliable financial services.
580 E Jericho Turnpike, Huntington Station, NY 11746, United States -
Inder Singh CPA, NYC
● ClosedInder Singh CPA, NYC is an accounting and finance institution located at 26 Broadway, New York, New York, United States. We are dedicated to providing our customers with timely and accurate financial information to ensure that their business operations run smoothly. Our firm offers a wide range of cost-effective accounting services. We take a proactive approach to tax services, staying up-to-date on new tax laws and legislation to identify key tax planning opportunities that minimize tax liabilities. Our team provides individual and business clients with the tax expertise and knowledge they deserve. Tax services include tax planning, preparation, and filing.
26 Broadway Suite 934, New York, NY 10004, United States -
Michelle Laglenne-Spronck - State Farm Insurance Agent
● OpenMichelle Laglenne-Spronck - State Farm Insurance Agent is a reputable insurance agency located at 1160 East Jericho Turnpike in Huntington, New York. As we approach the holidays of Passover and Easter, it's crucial to consider your insurance needs to ensure that you and your loved ones are adequately protected. Whether you're traveling, hosting gatherings, or engaging in holiday activities, reviewing your insurance coverage is essential. At our agency, we offer a variety of insurance options including car insurance, homeowners' insurance, life insurance, and business insurance. Our dedicated team is committed to providing you with competitive insurance products and exceptional service to meet your unique needs. We prioritize protecting your family, friends, and assets by offering comprehensive coverage at competitive costs.
1160 E Jericho Turnpike Ste 205, Huntington, NY 11743, United States -
Pete Mathison - State Farm Insurance Agent
● ClosedPete Mathison - State Farm Insurance Agent is a reputable insurance agency located at 1110 Jericho Turnpike, New Hyde Park, New York, United States. Specializing in health and insurance services, the agency serves customers in Nassau and Suffolk counties, the 5 Boroughs of New York, as well as New Jersey, and Pennsylvania. With over 25 years of experience, Pete Mathison and his team provide reliable insurance solutions tailored to meet the needs of individuals and small business owners. The agency offers a wide range of insurance policies including auto, home, life, health, commercial auto, fire, workers’ compensation, business liability, and commercial liability insurance. They also provide financial planning services to help customers achieve their goals and secure their future. Pete Mathison is a second-generation State Farm Agent who is actively involved in the Long Island community, supporting local teams and charities.
1110 Jericho Turnpike, New Hyde Park, NY 11040, United States -
Omni Life Associates Inc
● ClosedOmni Life Associates Inc is a reputable insurance agency located at 375 North Broadway in Jericho, New York, United States. With a focus on providing comprehensive insurance solutions to individuals and businesses, Omni Life Associates Inc offers a wide range of insurance products tailored to meet the unique needs of each client. Their team of knowledgeable and experienced insurance professionals is dedicated to helping clients protect what matters most to them. Whether you are looking for personal insurance coverage or commercial insurance solutions, Omni Life Associates Inc is committed to providing exceptional service and peace of mind to their valued clients.
375 N Broadway #203, Jericho, NY 11753, United States
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