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TOP 30 Business financial solutions provider in Lynbrook, NY
14 results found
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Carroll Financial Group
Carroll Financial Group is a reputable finance institution located at 40 Rowe Avenue in Lynbrook, New York. With a strong commitment to providing top-notch financial services to individuals and businesses, Carroll Financial Group offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Carroll Financial Group today and experience the difference in personalized financial services.
Merrill Lynch Financial Advisor Jody P Sacks
Merrill Lynch Financial Advisor Jody P Sacks is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. The AlexanderSacks Group is committed to helping clients pursue their goals by developing personalized financial approaches tailored to their specific needs. They prioritize client needs and oversee their progress over time, focusing on Goals Based Wealth Management and understanding the human side of finance. The institution offers access to Bank of America's products and services, as well as Merrill analytics, to individual and business clients. The team at The AlexanderSacks Group believes in earning the trust of clients by creating a transparent and responsive atmosphere. They work as a team, respecting each individual, and demonstrating integrity at all times. The institution believes in helping clients achieve their goals by providing personalized investment strategies and comprehensive financial solutions. With a focus on understanding clients' aspirations and priorities, The AlexanderSacks Group aims to create a financial approach that reflects their unique needs and financial situation. They offer ongoing support to help clients stay on track, regardless of market fluctuations. The team provides the latest investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making any financial decisions. The institution offers a broad range of brokerage, investment advisory, and financial planning services.
Merrill Lynch Financial Advisor Mark A Gutner
Merrill Lynch Financial Advisor Mark A Gutner is a renowned financial institution located at 266 Merrick Road, Lynbrook, New York, United States. With over 30 years of experience in the financial services industry, Mark has dedicated over 20 years to Merrill. His passion lies in helping clients manage their wealth effectively to meet their needs. Mark specializes in providing a comprehensive approach to wealth management for individuals and families. As a qualified Senior Portfolio Manager, he can assist clients in pursuing their objectives by managing personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark, a father of two living in Manhattan, currently resides in Rockville Centre, New York with his wife, Allison. At Merrill Lynch Wealth Management, Mark focuses on building personalized financial plans centered around the client's goals and priorities. He believes in understanding each client's unique needs and designing a tailored plan to help them pursue their financial objectives while managing investment risk. Mark's approach is to provide potential solutions that can turn aspirations into reality.
Merrill Lynch Financial Advisor Sophia Aslam
Merrill Lynch Financial Advisor Sophia Aslam, located at 266 Merrick Road, Lynbrook, New York, offers a personalized approach to financial planning. With a background in Economics and Journalism from Karachi University and a master's degree in Business Administration from New York Institute of Technology, Sophia Aslam has been in the financial services industry since 2000. By combining the investment resources of Merrill and the banking convenience of Bank of America, Sophia Aslam helps clients address various aspects of their financial lives. Sophia believes in building a personalized plan centered on clients' goals and priorities, adapting to changes in their lives and the financial markets. Through a deep understanding of clients' needs and aspirations, Sophia works to design and implement a financial approach that helps them pursue their goals while managing investment risk. Whether planning for retirement, buying a home, funding education, or passing wealth to future generations, Sophia focuses on providing customized solutions tailored to each client's unique circumstances. With a commitment to community involvement and ongoing support, Sophia Aslam is dedicated to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor David Rubin
Merrill Lynch Financial Advisor David Rubin is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. David Rubin is a dedicated Financial Advisor at Merrill Lynch Wealth Management, focusing on providing personalized portfolio management to affluent families, accomplished professionals, and successful business owners. He believes in building long-term relationships with his clients and educating them on their financial situation to help them achieve their financial goals. In his leisure time, David enjoys travelling, cycling, cooking, and being an active member of his community. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. By understanding your investment personality and goals, David can help you create a financial approach that reflects your unique needs. With access to the investment insights of Merrill and banking solutions from Bank of America, he can assist you in managing, growing, and preserving your wealth. David is registered to do business in multiple states and offers investment insights, tips, and strategies to help you achieve your financial goals.
Premier Risk
Premier Risk is a health and insurance agency located at 142 Lakeview Avenue in Lynbrook, New York, United States. Our expert agents understand the needs of individuals, families, and business owners, providing affordable insurance policies to create security and confidence for our clients. As life and business are constantly changing, we are committed to building trusting relationships with our clients to offer the best insurance protection for every unique situation. We are dedicated to providing comprehensive risk management solutions by listening to our clients' concerns and assessing each situation carefully. Our staff is available for speedy and effective claims management, ensuring the highest possible outcome for our clients. As an independent, family-owned firm, we prioritize our clients' needs over corporate objectives or shareholder goals, offering the highest quality of consultative services.
R&W Brokerage Inc.
R&W Brokerage Inc. is an insurance agency located at 8 Forest Avenue in Lynbrook, New York, United States. With a history dating back to 1961, we have been serving businesses and families in over 25 states, offering a range of business insurance, personal insurance, and employee benefits solutions. Our partnership with Iroquois allows us to bring you a variety of carriers to choose from, providing you with greater value and peace of mind. In today's digital age, the Internet has brought about new liability exposures for businesses. Cyber liability coverage is becoming increasingly important as technology plays a larger role in running companies. This coverage protects against unauthorized access of electronic data, computer theft, data breaches, and other cyber-related incidents. In the event of a data breach or cyber-attack, your company may incur expenses such as crisis management, forensic analysis, and business interruption. Having the right coverage in place can help mitigate these risks and keep your business operational.
Pro Coverage Group
Pro Coverage Group is an insurance agency located at 303 Merrick Road, Lynbrook, New York, United States. We specialize in providing businesses and individuals with the comprehensive resources, solutions, and expertise needed to confidently navigate insurance concerns. Our goal is to allow our clients to focus on what truly matters to them, without the stress of worrying about their insurance coverage. At Pro Coverage Group, we understand that every situation is unique and requires a tailor-made solution. Our experienced staff is dedicated to helping our clients make educated decisions regarding their assets and protect themselves from potential liabilities. Whether you need coverage for your business, personal assets, or financial goals, we have a variety of insurance products and consultation services to meet your needs.
ODIFINANCIAL
ODIFINANCIAL is a leading finance institution located at 700 Merrick Road in Lynbrook, New York. We specialize in providing a wide range of financial services to our clients, including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, ODIFINANCIAL is your trusted partner in navigating the complexities of the financial world. Visit us today to see how we can help you secure your financial future.
Steven M. Sabilia, CPA, P.C.
Steven M. Sabilia, CPA, P.C. is a reputable accounting and finance institution located at 200 Hempstead Avenue in Lynbrook, New York, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, financial planning, auditing, and more. The team of professionals at Steven M. Sabilia, CPA, P.C. is dedicated to providing top-notch financial solutions to individuals and businesses in the area. Whether you need help with tax compliance or strategic financial advice, this institution is committed to helping you achieve your financial goals.
Integrity Capital Group
Integrity Capital Group is a reputable finance institution located at 29 Broadway in Lynbrook, New York, United States. With a focus on integrity and trustworthiness, they provide a range of financial services to individuals and businesses. Whether you are looking for investment advice, wealth management, or assistance with loans, Integrity Capital Group is dedicated to helping clients achieve their financial goals. Their experienced team of professionals is committed to providing personalized solutions and exceptional customer service. Visit Integrity Capital Group today to see how they can help you secure a stable financial future.
Lipke Alan D CPA
Lipke Alan D CPA is a professional accounting firm located at 108 Merrick Road in Lynbrook, New York. Specializing in accounting, finance, health, insurance, and travel services, our experienced team is dedicated to providing exceptional financial solutions for individuals and businesses. Whether you need help with tax preparation, financial planning, insurance coverage, or travel arrangements, Lipke Alan D CPA is here to help. Contact us today to schedule a consultation and see how we can assist you with all your financial needs.
M + O = CPE, Vincent J. O'Brien, CPA
M O = CPE, Vincent J. O'Brien, CPA is a reputable accounting and finance institution located at 205 Hempstead Avenue in Lynbrook, New York, United States. Specializing in continuing professional education (CPE), this institution is led by the experienced and knowledgeable Vincent J. O'Brien, CPA. With a focus on providing top-notch accounting and finance training, M O = CPE is dedicated to helping professionals in the field stay up-to-date with the latest industry standards and practices. Whether you are looking to enhance your skills or fulfill CPE requirements, this institution is the perfect choice for advancing your career in accounting and finance.
John W Halloran, CPA PC
John W Halloran, CPA PC is a reputable accounting and finance institution located at 185 Merrick Road in Lynbrook, 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. Their dedication to providing quality service and personalized solutions has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial guidance, John W Halloran, CPA PC is committed to helping you achieve your financial goals.
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