TOP 30 Business financial plans in Westbury, New York

52 results found

Proto 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.

A & 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.

Merrill 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.

Alain 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.

Merrill Lynch Financial Advisor Brian M. Sheehan is located at 1325 Franklin Avenue in Garden City, New York, United States. Specializing in finance, Brian believes that personal relationships and communication are key to his business. He works closely with clients and their families to build trust and establish realistic expectations. Brian has a strong community presence and is dedicated to helping those in need. With a focus on retirement planning, education planning, insurance, and investment objectives, Brian works with individuals, corporate executives, police officers, firefighters, retirement plans, and non-profit organizations. He holds the prestigious Chartered Retirement Planning CounselorSM designation and believes in the importance of asset allocation and portfolio rebalancing. Brian is actively involved in various community organizations and resides in Westbury with his family. He believes in a personalized approach to financial planning and is committed to helping clients achieve their goals.

Meaghan 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."

James 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.

Alain 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.

Thomas Palkovich - Financial Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, is a trusted finance institution. With a focus on providing personalized financial advice, Thomas Palkovich helps clients navigate through retirement planning, investment strategies, and other financial goals. With a background and qualifications available on FINRA's BrokerCheck website, clients can trust in the expertise and professionalism of Thomas Palkovich. The institution offers a Retirement InteractiveSM tool to explore important retirement income issues and plan for the future.

Michael Stallone - Financial Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, offers comprehensive financial planning services. With a focus on helping clients achieve their financial goals, Michael Stallone provides personalized advice and guidance to individuals looking to secure their financial future. As a member of FINRA and SIPC, clients can trust in the expertise and professionalism of Ameriprise Financial Services, LLC. From investment products to retirement planning, Michael Stallone is dedicated to helping clients navigate the complexities of the financial world. Take the next step towards a more secure financial future by scheduling a complimentary initial consultation with Michael Stallone today.

John 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.

Michele 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.

BBC 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.

ClearEdge 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.

James 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.

Metropolitan 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.

Westbury Accounting is a reputable institution located at 530 Old Country Road in Westbury, New York. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, auditing, or financial planning, Westbury Accounting is here to assist you every step of the way. Trust us to help you navigate the complexities of the financial world with expertise and precision.

ABC Business Services Corporation is a renowned institution located at 177 Post Avenue, Westbury, New York, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for businesses of all sizes. With a strong commitment to accuracy and professionalism, we strive to help our clients achieve their financial goals and thrive in today's competitive market. Contact us today to learn more about how ABC Business Services Corporation can support your business's financial success.

Meadowbrook Financial Mortgage Bankers Corp. is a finance institution located at 1600 Stewart Avenue, Westbury, New York, United States. Our experienced mortgage experts can help you find the perfect mortgage product to fit nearly any budget, whether you're looking to reduce monthly payments, lower your interest rate, or cash-out for home improvements or other expenses. We also offer options such as reverse mortgages for qualified borrowers ages 62 and older, as well as VA home loans for active or retired Veterans and their spouses. With branch locations in multiple states and the ability to set up virtual appointments, we are dedicated to helping you achieve your homeownership goals. Contact us today to learn more about how we can assist you on your financial journey.

The Integrated 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 to meet the unique needs of each client. Whether you are looking to invest, save for the future, or plan for retirement, The Integrated is here to help you every step of the way. Visit us today to see how we can assist you in achieving financial success.

Certified Public Accountants is a professional institution located at 1400 Old Country Road in Westbury, New York, United States. Our team of experienced and qualified accountants provides a wide range of financial services including tax preparation, auditing, consulting, and financial planning. We are dedicated to providing our clients with accurate and reliable financial information to help them make informed decisions and achieve their financial goals. Trust Certified Public Accountants for all your accounting needs.

DB Tax Consulting, Inc is a reputable accounting and finance institution located at 64 Choir Lane, Westbury, New York, United States. With a team of experienced professionals, we provide expert tax consulting services to individuals and businesses. Our services include tax planning, preparation, and filing, as well as financial consulting and advisory. Trust DB Tax Consulting, Inc to help you navigate the complexities of the tax system and achieve your financial goals.

FMS Advance is a leading finance institution located at 1400 Old Country Road in Westbury, New York, United States. Our institution offers advanced financial services and expertise to help individuals and businesses achieve their financial goals. With a team of experienced professionals, we provide specialized financial solutions tailored to meet the unique needs of our clients. Whether you are seeking investment advice, financial planning, or assistance with loans and credit, FMS Advance is here to help you navigate the complexities of the financial world. Trust us to guide you towards a secure and prosperous financial future.

John Hancock Life is an insurance agency located at 1600 Stewart Avenue, Westbury, New York, United States. With a focus on financial advisory services that offer a personal touch, we believe in making life insurance a fundamental part of a longer, healthier, and better life. For over 160 years, we have been dedicated to honesty, reliability, and customer commitment. By combining our longstanding reputation with cutting-edge innovation, we are transforming the insurance industry. Our mission is to help partners build their life insurance businesses and protect their clients' most important assets. Through our partnership with GRAIL, eligible John Hancock Vitality members can access the Galleri test, a powerful multi-cancer early detection tool. We offer a variety of products that provide real value for the life of the policy.

Michelle 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.

Nicole 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.

Essential Advisory Services is a leading finance institution located at 400 Post Avenue in Westbury, New York. Our team of experienced financial advisors provides essential services to help individuals and businesses navigate the complexities of the financial world. From investment planning to retirement strategies, we offer personalized guidance to help our clients achieve their financial goals. Trust Essential Advisory Services for expert financial advice and a commitment to your financial success.

CPA Clinics is a leading institution specializing in accounting and finance services, located at 1080 Old Country Road in Westbury, New York, United States. Our team of certified public accountants (CPAs) is dedicated to providing expert financial advice and assistance to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or business consulting, our experienced professionals are here to help. Visit CPA Clinics today and let us help you achieve your financial goals.

HVS 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.

Everbright 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.