TOP 10 Business financial management in Westbury, NY
30 results found
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Proto Financial
● OpenProto Financial is a finance institution located at 1025 Old Country Road, Westbury, New York, United States. We offer finance solutions customized to meet your business needs, with a focus on helping small business owners across the U.S. in various industries. Our streamlined paperless application process and quick funding decisions based on actual business performance make financing easy and efficient. With the best financial technology in alternative lending, funds can be deposited in as little as 24 hours following approval. Our dedicated funding officers are here to assist you from the initial application to future funding needs. We strive to build lasting relationships with our clients and are committed to positioning your business for success. Whether you are looking for a merchant cash advance or an SBA 7(a) loan, Proto Financial is here to help you unleash your business potential and fuel your success.
1025 Old Country Rd # 200, Westbury, NY 11590, United States -
A & M Financial Services, LLC
● OpenA & M Financial Services, LLC is a finance institution located at 792 Carman Avenue in Westbury, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our services include investment management, retirement planning, tax preparation, and more. We are committed to providing personalized solutions and exceptional customer service to our clients. Contact us today to learn more about how we can help you secure your financial future.
792 Carman Ave, Westbury, NY 11590, United States -
Merrill Lynch Financial Advisor Roderick A Jones
● ClosedMerrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Alain Martin - TD Wealth Financial Advisor
● OpenAlain Martin - TD Wealth Financial Advisor is a reputable financial institution located at 372 Jericho Turnpike, Floral Park, New York, United States. As a trusted advisor, Alain Martin offers personalized financial planning services to help individuals and businesses achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Alain Martin is dedicated to providing tailored solutions to meet your unique needs. Contact Alain Martin - TD Wealth Financial Advisor today to start your journey towards financial success.
372 Jericho Turnpike, Floral Park, NY 11001, United States -
Meaghan Joyce - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMeaghan Joyce is a Financial Advisor at Ameriprise Financial Services, LLC located at 1600 Stewart Avenue, Westbury, New York, United States. Meaghan Joyce 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Meaghan Joyce specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical standards and expertise in asset management, investment strategies, estate planning, and retirement planning, Meaghan Joyce is dedicated to helping clients achieve their financial goals."
1600 Stewart Ave #303, Westbury, NY 11590, United States -
James Kelly - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJames Kelly is a Financial Advisor at Ameriprise Financial Services, LLC located at 1600 Stewart Avenue, Westbury, New York, United States. James Kelly holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. James Kelly is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, James Kelly is committed to helping clients achieve their financial goals. Contact James Kelly for expert financial advice and personalized wealth management solutions.
1600 Stewart Ave #303, Westbury, NY 11590, United States -
Alain Martin - TD Wealth Financial Advisor
● OpenAlain Martin - TD Wealth Financial Advisor is a reputable finance institution located at 275 West Merrick Road in Valley Stream, New York, United States. As a trusted financial advisor, Alain Martin provides expert guidance and personalized wealth management services to help clients achieve their financial goals. With a strong focus on customer satisfaction and financial success, Alain Martin is dedicated to providing top-notch financial advice and solutions to individuals, families, and businesses. Contact Alain Martin - TD Wealth Financial Advisor today to start planning for a secure financial future.
275 W Merrick Rd Suite 70, Valley Stream, NY 11580, United States -
John Merendino - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJohn Merendino - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, is a finance institution that offers a wide range of specialized certifications and designations to ensure that their advisors are highly qualified to meet the diverse needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the institution provides expertise in areas such as estate planning, retirement planning, and investment strategies for individuals, retirees, and small business owners. Advisors at John Merendino - Private Wealth Advisor also hold certifications like ADPA™, AEP®, AIF®, AWMA℠, and more, showcasing their commitment to ethical practices and ongoing education in the field of finance. With a focus on providing tailored financial solutions and expert advice, the institution ensures that clients receive comprehensive and personalized wealth management services.
1600 Stewart Ave #303, Westbury, NY 11590, United States -
Michele Welch - Financial Consultant, Ameriprise Financial Services, LLC
● OpenMichele Welch - Financial Consultant, Ameriprise Financial Services, LLC is a finance institution located at 1600 Stewart Avenue, Westbury, New York, United States. Michele Welch holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Michele Welch is committed to upholding a high standard of ethics and providing comprehensive financial planning services to meet the diverse needs of clients.
1600 Stewart Ave #303, Westbury, NY 11590, United States -
BBC Financial Services
● OpenBBC Financial Services is a reputable finance institution located at 412 Maple Avenue in Westbury, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and insurance solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
412 Maple Ave, Westbury, NY 11590, United States -
ClearEdge Private Wealth - Ameriprise Financial Services, LLC
● OpenClearEdge Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 1600 Stewart Avenue, Westbury, New York, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, our team is dedicated to helping clients achieve their long-term financial goals. We offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular progress reviews and updates, we ensure that your financial strategy adapts to life changes. Clients can easily access their investments and accounts from any device, track their progress, and communicate securely with us. Schedule a complimentary initial consultation to learn more about how we can help you reach your financial goals. Our team combines deep knowledge and a strong work ethic to make a positive impact on our clients' lives every day. Ameriprise financial advisors are registered to do business in certain U.S. states, and all services are provided with privacy and security in mind. Contact us today to start a conversation about what's most important to you.
1600 Stewart Ave #303, Westbury, NY 11590, United States -
James Naples III - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJames Naples III is a Financial Advisor at Ameriprise Financial Services, LLC located at 1600 Stewart Avenue, Westbury, New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. James Naples III is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding the highest ethical standards and staying current with industry trends through continuing education. Contact James Naples III today for comprehensive financial planning services.
1600 Stewart Ave #303, Westbury, NY 11590, United States -
Metropolitan Business & Tax Services
● OpenMetropolitan Business & Tax Services is a reputable accounting and finance institution located at 221 Post Avenue in Westbury, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial planning, and business consulting. Whether you are an individual or a business owner, Metropolitan Business & Tax Services is dedicated to helping you manage your finances effectively and achieve your financial goals. Visit their office today to experience personalized and reliable financial services.
221 Post Ave, Westbury, NY 11590, United States -
CreditBaker
● OpenCreditBaker is a leading finance institution located at 1065 Old Country Road in Westbury, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need a loan, investment advice, or help with managing your finances, CreditBaker has you covered. Trust us to help you achieve your financial goals and secure your future.
1065 Old Country Rd Suite 200, Westbury, NY 11590, United States -
Michelle A Smith-Levitin
● OpenMichelle A Smith-Levitin is a reputable health institution located at 900 Merchants Concourse in Westbury, New York, United States. Dr. Michelle A Smith-Levitin is a highly skilled and experienced doctor who provides top-notch medical care to patients of all ages. The institution offers a wide range of health services, including preventative care, treatment for acute and chronic conditions, and personalized health plans. Patients can trust in the expertise and compassion of Dr. Michelle A Smith-Levitin and her dedicated team to help them achieve optimal health and well-being.
900 Merchants Concourse #216, Westbury, NY 11590, United States -
Nicole King LLC.
● OpenNicole King LLC is a reputable finance institution located on Sharon Lane in Westbury, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with investments, retirement planning, or wealth management, Nicole King LLC is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to client satisfaction set them apart in the industry. Visit them today to see how they can help you secure your financial future.
Sharon Ln, Westbury, NY 11590, United States -
HVS
● OpenHVS is a renowned finance institution located at 1400 Old Country Road in Westbury, New York, United States. With a strong reputation for providing expert financial services, HVS is a trusted partner for individuals and businesses seeking sound financial advice and assistance. The institution's knowledgeable team of professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment guidance, retirement planning, or assistance with managing your assets, HVS is committed to providing top-notch financial solutions tailored to your specific needs. Visit HVS today to experience the difference that expert financial guidance can make in your life.
1400 Old Country Rd #105N, Westbury, NY 11590, United States -
Everbright Solutions
● OpenEverbright Solutions is a leading financial institution located at 1400 Old Country Road in Westbury, New York. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you need assistance with investments, retirement planning, or wealth management, Everbright Solutions is here to help. Contact us today to learn more about how we can help you secure your financial future.
1400 Old Country Rd # 109, Westbury, NY 11590, United States -
Sharina World
● OpenSharina World is a unique institution located at 1080 Old Country Road, Westbury, New York, United States. This institution offers a wide range of services including accounting, finance, health, and travel agency services. At Sharina World, we are dedicated to providing a secure and quality platform for education, skills training, inspiration, empowerment, health care, professional services, networking, recognition, and success on a global scale. Our team of Certified Public Accountants (CPAs) and Internal Auditors are here to simplify your daily accounting and financial management needs.
1080 Old Country Rd, Westbury, NY 11590, United States -
ED ONEILL LTD
● OpenED ONEILL LTD is a finance institution located at 1400 Old Country Road in Westbury, New York, United States. With a focus on providing top-notch financial services, ED ONEILL LTD offers a range of solutions to help individuals and businesses manage their finances effectively. Whether you need help with investments, loans, or financial planning, the team at ED ONEILL LTD is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can assist you with your financial needs.
1400 Old Country Rd, Westbury, NY 11590, United States -
Carol Markman CPA: Markman Carol C
● OpenCarol Markman CPA: Markman Carol C is a reputable accounting and finance institution located at 638 Meadow Court, Westbury, New York, United States. With years of experience in the industry, Carol Markman CPA offers a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of skilled professionals is dedicated to providing personalized and reliable financial solutions to individuals and businesses alike. Whether you need help with your taxes or guidance on managing your finances, Carol Markman CPA is here to help you achieve your financial goals.
638 Meadow Ct, Westbury, NY 11590, United States -
TBA Tax Service Inc.
● OpenTBA Tax Service Inc. is a reputable accounting and finance institution located at 340 Westbury Avenue in Carle Place, New York, United States. With a team of experienced professionals, TBA Tax Service Inc. offers a wide range of services including tax preparation, financial planning, and accounting solutions for individuals and businesses. Clients can expect personalized attention and expert advice to help them navigate the complexities of tax laws and financial management. Trust TBA Tax Service Inc. for all your accounting and finance needs.
340 Westbury Ave, Carle Place, NY 11514, United States -
Silverstein & Co Inc
● OpenSilverstein & Co Inc is a reputable accounting and finance institution located at 400 Post Avenue in Westbury, New York, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Their team of professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of accounting and finance. Whether you need assistance with tax preparation, financial planning, or investment management, Silverstein & Co Inc is the go-to institution for all your financial needs.
400 Post Ave #305, Westbury, NY 11590, United States -
AK Tax Solutions
● OpenAK Tax Solutions is a reputable tax preparation and consulting firm located at 265 Post Avenue in Westbury, New York, United States. With a team of experienced tax professionals, we provide a wide range of services including tax planning, preparation, and resolution for individuals and businesses. Our goal is to help our clients navigate the complexities of the tax system and maximize their financial well-being. Whether you need assistance with filing your taxes or resolving tax issues with the IRS, AK Tax Solutions is here to help. Contact us today to schedule a consultation and see how we can assist you with all your tax needs.
265 Post Ave # 170, Westbury, NY 11590, United States -
Lipton & Associates Llp
● OpenLipton & Associates LLP is a reputable accounting and finance institution located at 760 Jericho Turnpike in Westbury, New York, United States. Our team of experienced professionals offers a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation to financial planning, we are dedicated to providing top-notch solutions tailored to meet our clients' needs. Trust Lipton & Associates LLP for all your accounting and finance needs.
760 Jericho Turnpike, Westbury, NY 11590, United States -
Complete Brokerage Inc.
● ClosedComplete Brokerage Inc. is a reputable accounting and finance institution located at 125 Post Avenue, Westbury, New York, United States. With a team of experienced professionals, we offer a wide range of brokerage services to help individuals and businesses manage their finances effectively. Our services include investment management, retirement planning, tax preparation, and more. Visit us today and let us help you achieve your financial goals.
125 Post Ave, Westbury, NY 11590, United States -
Paul P. Kerantzas
● OpenPaul P. Kerantzas is a reputable accounting and finance institution located at 1600 Stewart Avenue in Westbury, New York, United States. With a focus on providing top-notch financial services, the institution offers a wide range of accounting and finance solutions to meet the needs of individuals and businesses alike. The team at Paul P. Kerantzas is dedicated to delivering personalized and professional services to help clients achieve their financial goals. Whether you are looking for assistance with tax preparation, financial planning, or investment management, Paul P. Kerantzas has the expertise and experience to guide you every step of the way. Visit their office in Westbury today to learn more about how they can help you with your accounting and finance needs.
1600 Stewart Ave # 303A, Westbury, NY 11530, United States -
J T Shulman & Co
● OpenJ T Shulman & Co is an accounting and finance institution located at 1400 Old Country Road in Westbury, New York, United States. At JTS Associates, their commitment extends beyond just financial services - they also prioritize supporting their community through compassionate outreach. Their philosophy of compassion and generosity not only benefits those around them but also enhances their workplace environment. Organizing teams for charitable initiatives is a major focus in their annual calendar, with a strong emphasis on giving back to charities close to their hearts, families, clients, and friends. Over the past 6 years, they have raised over $100,000 for various charities and continue to make a positive impact in their community. JTS Associates truly cares about making a difference.
1400 Old Country Rd Suite 403N, Westbury, NY 11590, United States -
Vacca Family Law Group
● OpenWelcome to Vacca Family Law Group, your trusted partner in navigating the complexities of family law with a focus on peaceful and amicable resolutions. Located at 60 East 42nd Street in the heart of Manhattan, New York, we are dedicated to helping you dissolve your marriage without the need for litigation. Our compassionate team is committed to addressing the emotional, financial, and legal aspects of divorce, ensuring that each client's unique circumstances are understood and respected. At Vacca Family Law Group, we specialize in collaborative divorce processes, offering creative and sometimes unconventional solutions tailored to your needs. Our experienced attorney mediators guide you and your spouse toward amicable agreements, minimizing conflict and keeping control in your hands rather than in the courtroom.
60 East 42nd Street, Manhattan, New York, United States -
Long Island Public Adjusters, LLC
● OpenWelcome to Long Island Public Adjusters, LLC, your trusted partner in navigating the complex world of insurance claims. Located at 34 East Main Street, Smithtown, New York, we specialize in providing expert public adjusting services to both residential and commercial clients across Long Island and the surrounding areas. As a dedicated general contractor and insurance agency, we are committed to ensuring that you receive the rightful benefits and settlements you deserve. At Long Island Public Adjusters, we understand that filing an insurance claim can be a daunting and overwhelming process. Without a detailed claims strategy, insurance companies may underpay you, leaving you with less than you deserve. This is where our expertise comes in. By hiring a public adjuster, you can unlock higher settlements and maximize your policy benefits.
34 East Main Street, Smithtown, New York 11787, United States
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