TOP 30 Business financial plans in Garden City, New York

170 results found

Merrill Lynch Financial Advisor Richard Matthew Eisman is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Managing your wealth with a deep understanding of your financial picture is the priority here. With a focus on what matters most to you, a flexible strategy is created to adapt to changing market conditions. Access to investment insights from Merrill and banking solutions from Bank of America is provided to help you pursue your personalized wealth management goals. The institution believes in community involvement and volunteering in organizations. Personalized wealth management strategies are developed through the Merrill Personal Wealth Analysis™ to create a plan centered on your goals. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting them as they change over time. By listening to your aspirations and priorities, a personalized financial approach is designed to help you achieve your goals. Investment decisions are made based on your personal goals and preferences, with a focus on turning your aspirations into reality. Regular check-ins are done to discuss any changes in your life and financial approach to ensure you stay on track towards your goals. The institution offers the latest investment insights, tips, and strategies to help you live your best financial life. Richard Eisman is registered to do business in various states. Remember that investing involves risk and past performance does not guarantee future results. It is recommended to consult legal and tax advisors before making any financial decisions. Merrill offers a range of services including brokerage, investment advisory, and financial planning. The institution aims to provide personalized investment strategies and comprehensive financial solutions to help you achieve your financial goals.

David Levine - Financial Advisor at Ameriprise Financial Services, LLC, located at 377 Oak Street, Garden City, New York, United States, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting to life's changes, David Levine can provide guidance on saving for major purchases or meeting current needs. Background and qualification information is available on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure. David Levine is registered to conduct securities business in certain states. The institution cannot guarantee future financial results. Visitors to the website are bound by the terms of Ameriprise Financial Website Rules and Regulations. Referrals are welcomed, and clients can expect to hear from David Levine soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for clients.

Brian Emery - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue, Garden City, New York, is a finance institution that offers a wide range of services to meet the diverse needs of individuals and businesses. The team at Brian Emery is highly qualified, with certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their expertise in asset management, estate planning, investment strategies, and retirement planning. The institution also provides specialized services such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy®, and Certified Divorce Financial Analyst to cater to unique financial situations. With a focus on education and support, Brian Emery is dedicated to helping clients achieve their financial goals and secure their financial future.

Merrill Lynch Financial Advisor Walter C Szturma is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Walter has been with Merrill since 1978, bringing with him a wealth of experience from his time at the New York Stock Exchange. His disciplined and creative approach to financial advising has helped him build successful relationships with families and businesses. With a background in music and entrepreneurship, Walter offers personalized recommendations that prioritize the needs and goals of his clients. He leverages the resources at Merrill Lynch Wealth Management to provide a wide range of investment options and services tailored to each client's lifestyle and objectives. As a dedicated Rotarian and community leader, Walter has a strong commitment to giving back and has served on numerous non-profit boards. He has also mentored students and lectured at various educational institutions. Walter's academic achievements have been recognized by international honor societies, and he continues to stay active in the economic community as a participating voting member of the American Economic Association.

Merrill Lynch Financial Advisor Kaitlyn Rodesk, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. As part of Merrill advisors, the institution prioritizes understanding your goals and aspirations to provide advice and guidance that aligns with your priorities. The team, known as The Miller – Wachtler Group, has over 60 years of combined experience in the financial services industry, specializing in working with High Net Worth individuals, affluent families, and small to mid-sized businesses. With access to the resources of Merrill and Bank of America, they develop customized financial solutions based on your unique needs and goals. The institution has received recognition from Forbes for their exceptional client service, setting the standard for exemplary wealth management. The team is committed to building strong client relationships based on trust and personalized service, offering the Merrill Personal Wealth Analysis™ to create a personalized plan focused on your goals. They understand that life and financial markets change over time, and regularly review and adjust your financial approach to help you achieve what matters most to you.

Rich Rothenberger is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue, Garden City, New York, United States. Rich holds various 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®. These certifications demonstrate Rich's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment strategies, risk management, and more. Rich is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Rich Rothenberger at Ameriprise Financial Services, LLC for all your financial planning needs.

Greg Wellen - Morgan Stanley Financial Advisor is a reputable finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. As a trusted advisor, Greg Wellen provides personalized financial planning services to help clients achieve their financial goals. With a wealth of experience and expertise in the finance industry, Greg Wellen is committed to providing top-notch financial advice and guidance to individuals, families, and businesses. Whether you are looking to invest, save for retirement, or plan for the future, Greg Wellen - Morgan Stanley Financial Advisor is dedicated to helping you make informed decisions and secure your financial future.

Merrill Lynch Financial Advisor Michael Rosenstein, located at 1325 Franklin Avenue in Garden City, New York, offers a sophisticated suite of financial strategies for successful professionals and wealthy families. The institution, known as The Russo Rosenstein Group, operates under the premise that clients' lives revolve around money, and aims to enhance and enrich their financial lives through personalized service and attention. With a focus on educating and coaching clients, the highly credentialed advisors at The Russo Rosenstein Group help clients prioritize their goals for themselves, their families, and their communities. The institution serves a diverse range of high-net-worth and ultra-high-net-worth clients, including senior-level corporate executives, business owners, and partners at law firms, among others. By taking a planning-based approach and offering tailored strategies, The Russo Rosenstein Group aims to help clients achieve their most significant goals for family, business, and philanthropy. The institution also provides assistance with business and personal financial needs, including plan design and implementation for business owners. With a commitment to multi-generational wealth management, The Russo Rosenstein Group ensures that clients receive ongoing support and guidance for a rewarding retirement lifestyle. The institution's vision is to provide superior wealth management by understanding clients' unique needs and offering high-caliber intelligence and insight. With a focus on building lasting advisory relationships and delivering a boutique level of service, The Russo Rosenstein Group aims to help clients leave memories, not just money, along their financial journey.

Baisley Gardens LLP is a prestigious institution located at 12560 Sutphin Boulevard in New York, United States. Known for its commitment to excellence, Baisley Gardens LLP offers a wide range of services to meet the needs of its clients. With a team of experienced professionals, the institution prides itself on providing top-notch legal, financial, and consulting services. Whether you are looking for expert advice on business matters or need assistance with estate planning, Baisley Gardens LLP is dedicated to helping you achieve your goals. Visit us today to learn more about how we can assist you in reaching your objectives.

Welcome to Walsh Law Firm: Your Trusted Real Estate Attorney in Suffolk County Located at 365 New York 25A, Mount Sinai, NY, Walsh Law Firm, in partnership with Walsh & Gilad, PLLC, is dedicated to providing expert legal services in both commercial and residential real estate transactions. Our experienced team specializes in representing buyers and sellers, ensuring smooth and successful sales, leases, and closings.

Welcome to Halcyon Financial Partners - Ameriprise Financial Services, LLC, your trusted partner in navigating the complex world of finance. Conveniently located at 50 Station Road, Water Mill, New York 11976, we are dedicated to helping you achieve your financial goals with confidence and clarity. At Halcyon Financial Partners, we understand that every financial journey is unique. Our experienced Ameriprise financial advisors are here to provide personalized guidance tailored to your specific needs. Please note that our advisors are individually registered to conduct business in specific U.S. states, and we encourage you to check their credentials on their personal websites or through FINRA’s BrokerCheck for additional information.

Welcome to Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. Our firm is dedicated to providing expert financial guidance tailored to your unique needs. With a robust suite of qualifications, Bob Sutton is equipped to help you navigate the complexities of financial planning, investment strategies, and wealth management. Our advisor holds prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, each reflecting a deep commitment to ethical standards and comprehensive financial expertise. These designations cover a wide range of financial disciplines, from asset allocation and estate planning to retirement strategies and investment opportunities for retirees and small business owners.

Welcome to "Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC," where we are dedicated to guiding you through the complexities of financial planning. Situated at 50 Station Road, Water Mill, New York, our firm is committed to providing personalized financial advice tailored to your unique needs and goals. Michael Laliberte, a seasoned financial advisor, brings a wealth of expertise and a wide array of professional designations that underscore his commitment to excellence and ethical practice in the field of finance. With certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), Michael is equipped to address a diverse range of financial scenarios, from asset management and estate planning to retirement strategies and wealth transfers.

Welcome to Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. As a trusted partner in finance, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team is equipped with an array of prestigious certifications that demonstrate our commitment to excellence and ethical practices in financial advising. Our expertise spans a broad spectrum, including asset management, estate planning, retirement strategies, and investment opportunities tailored for retirees and small business owners. We are proud to hold advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others.

25th Hour Accounting Solutions is a reliable and professional accounting firm located in the heart of Albany, New York. Our team of experienced accountants and financial experts are dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to help. Visit us at 9 Garden Street to see how we can help you make the most of your finances.

Crossroads Accounting & Bus is a trusted accounting and finance institution located at 2 Garden Drive in Monticello, New York. Our team of experienced professionals is dedicated to providing exceptional accounting services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Visit us today to see how we can help you achieve your financial goals.

Jim Rollo - State Farm Insurance Agent is a trusted insurance agency located on Front Street in Binghamton, New York, United States. They specialize in providing State Farm Insurance and Financial Services in New York and Pennsylvania. Their team of licensed professionals offers a wide range of insurance products, including auto insurance, homeowner insurance, renters insurance, flood insurance, life insurance, boat insurance, business insurance, workers compensation insurance, and retirement planning. The institution emphasizes the importance of safe driving in rural areas, as well as home safety tips and urban gardening advice. They strive to simplify the insurance process for their customers and are dedicated to providing a remarkable experience for each individual.

Cornell Cooperative Extension is a university institution located at 525 Falconer Street in Jamestown, New York. As a part of the renowned Cornell University system, this extension provides educational programs and resources to residents in the local community. With a focus on agriculture, nutrition, and youth development, Cornell Cooperative Extension offers a wide range of services to help individuals and families thrive. Whether you're looking to improve your gardening skills, learn about healthy eating habits, or engage in youth programs, this institution is dedicated to supporting the growth and well-being of its surrounding area.

Farmers Insurance - Stewart Sytner is a local insurance agency located at 249 West 34th Street in New York, New York. As a lifelong New Yorker, Stewart Sytner is dedicated to understanding his clients' insurance needs and providing tailored solutions. With over 40 years of experience in the insurance industry, Stewart has built his agency on professionalism and strong client relationships. Whether you're looking for auto, life, business, or home insurance, as well as financial solutions, Stewart and his team are committed to providing you with comprehensive coverage and personalized service. Located near Madison Square Garden and Penn Station, the agency serves clients in Midtown Manhattan, New York City, and the surrounding boroughs. Stewart encourages clients to visit the office or text him if he's unavailable to discuss their insurance needs. From auto insurance to renters insurance to financial planning, Farmers Insurance - Stewart Sytner is here to help you protect what matters most. Contact Stewart today for a personalized insurance quote and to learn more about available discounts and coverage options.

Wayne Klatt: Allstate Insurance is a trusted insurance agency located at 666 Old Country Road in Garden City, New York. With a focus on providing personalized service and comprehensive coverage options, Wayne Klatt and his team are dedicated to helping customers protect what matters most to them. Whether you're in need of auto, home, life, or business insurance, Wayne Klatt: Allstate Insurance is committed to finding the right solutions for your individual needs. Visit their office today to learn more about their offerings and how they can help you secure peace of mind for the future.

Liam Masterson - State Farm Insurance Agent is a proud third-generation State Farm Agent located at 725 Franklin Avenue in Garden City, New York. With over a decade of experience, Liam and his team offer a variety of insurance services including auto, home, life, and health insurance. They are dedicated to providing personalized service and proper coverage to their customers. Liam Masterson's office is conveniently located at the corner of 7th St and Franklin Ave, diagonally across from Leo's Tavern. They serve Nassau County, Long Island, and the five boroughs of New York City. Liam is a native New Yorker and a proud alum of The University of Miami Florida.

Tzvi Meltzer: Allstate Insurance is a reputable insurance agency located at 8148 Lefferts Boulevard in New York, United States. With a focus on providing personalized insurance solutions to meet the unique needs of each client, Tzvi Meltzer and his team are dedicated to helping individuals and businesses protect what matters most. Whether you are looking for auto, home, life, or business insurance, you can trust Tzvi Meltzer: Allstate Insurance to provide expert guidance and exceptional customer service. Contact them today to learn more about their comprehensive insurance offerings.

Farmers Insurance - Lucia Sharplis-Esprit is an insurance agency located at 21701 Merrick Boulevard in New York, United States. As a local Farmers® agent in the heart of Springfield Gardens in Jamaica, NY, Lucia Sharplis-Esprit helps customers identify the insurance coverage that best fits their needs. With over 15 years of experience, Lucia has the knowledge and tools to help customers understand their coverage options, whether it's auto, home, renters, business insurance, and more. Customers can get personalized assistance and learn about insurance discounts to save money. Services offered include comprehensive coverage, collision coverage, deductibles, medical payments, and more. Farmers Insurance provides products for over 80 years, offering insurance for homes, cars, life, renters, businesses, and more. Customers can get competitive rates with multi-line insurance discounts. Lucia Sharplis-Esprit can help customers review their life insurance policy, protect their personal belongings with renters insurance, customize a business insurance package, and get coverage for condos, motorcycles, boats, ATVs, travel trailers, motor homes, and personal watercraft. Additionally, customers can inquire about personal umbrella insurance for added protection.

Ana Perez-Vukovic State Farm Agency is a trusted insurance agency located at 80 Front Street in Hempstead, New York. With over a decade of experience, we proudly serve the communities of Hempstead, Garden City, Valley Stream, Rockville Center, Franklin Square, Stewart Manor, Nassau and Suffolk Counties, as well as the Five Boroughs of New York City, Connecticut, New Jersey, and Pennsylvania. Our bilingual office prioritizes exceptional customer service, offering a wide range of insurance options including Auto, Homeowners, Life, Health, Personal Articles, and more. We also provide financial services and specialize in protecting businesses with insurance options like Workers Compensation and Business Liability Insurance. Our team is dedicated to finding the right coverage for your needs and budget, ensuring you are protected from the unexpected. Schedule an appointment today or visit us for personalized service and expert guidance. Your protection is our priority at Ana Perez-Vukovic State Farm Agency.

Cornell Cooperative Extension Jefferson County is a community-based educational institution located at 203 North Hamilton Street in Watertown, New York. As part of the Cornell University system, they provide research-based information and programs to residents of Jefferson County in areas such as agriculture, nutrition, youth development, and community resources. Their mission is to improve the quality of life for individuals and families in the community through education, outreach, and partnerships. Visit their office to learn more about the services and resources they offer to support the local community.

Crump Life Insurance is a leading insurance agency located at 100 Ring Road West in Garden City, New York, United States. With a strong reputation for providing reliable and affordable life insurance policies, Crump Life Insurance is dedicated to helping individuals and families protect their financial future. Our experienced agents are committed to finding the best coverage options to meet the unique needs of each client. Contact us today to learn more about our comprehensive insurance solutions and how we can help you secure peace of mind for the future.

Risk Strategies Co is a leading insurance brokerage and risk management firm located at 900 Stewart Avenue in Garden City, New York. With a strong presence in the United States, our team of experts is dedicated to helping clients navigate complex risk and insurance challenges. We offer a wide range of services, including risk assessment, insurance placement, claims advocacy, and employee benefits consulting. Our goal is to provide innovative solutions that protect and enhance the financial well-being of our clients. Contact us today to learn more about how Risk Strategies Co can help you mitigate risk and achieve your business goals.

Guardian Life Insurance Co-America, located at 990 Stewart Avenue in Garden City, New York, is an insurance agency that offers a variety of insurance plans and policies to help individuals thrive today while preparing for tomorrow. The institution recently announced a record-breaking $1.398 billion dividend allocation for participating policyholders, showcasing their dedication to inspiring well-being. With a reputation for delivering on promises, Guardian has been recognized by organizations such as the Human Rights Campaign, DALBAR, and J.D. Power. Their commitment to customer service excellence is reflected in their J.D. Power 2022 Certified Customer Service Program recognition.

Farmers Insurance - John Bak is an insurance agency located at 22138 Horace Harding Expressway in New York, United States. As a local Farmers® agent in Oakland Gardens, NY, John Bak helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance products including auto, home, renters, business, life, condo, and recreational insurance. John Bak can help you understand your coverage options and provide personalized solutions to protect your assets and future earnings. Additionally, Farmers Insurance offers competitive rates with multi-line insurance discounts. Contact John Bak today for a comprehensive insurance review and to learn more about how you can reach your financial goals with a solid financial plan. Farmers Insurance is underwritten by various specific insurers including Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and others. Life insurance is issued by Farmers New World Life Insurance Company. Securities are offered through Farmers Financial Solutions, LLC. Contact John Bak at Farmers Insurance for all your insurance needs and start building a secure future today.

Homestead is a reputable insurance agency located at 5857 Hilltop Road in Cuba, New York, United States. With a dedicated team of professionals, Homestead offers a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, Homestead is committed to providing personalized solutions to protect what matters most to you. With a focus on excellent customer service and competitive rates, Homestead is the go-to insurance agency in the Cuba area.