Business portfolio management in Hauppauge, NY
17 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Kuttin Wealth Management - Ameriprise Financial Services, LLC
● ClosedKuttin Wealth Management - Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway in Hauppauge, New York, is a top-rated finance institution recognized by Barron's as one of the Top 100 Private Wealth Management Teams for 2023. Led by Jonathan Kuttin, the team offers personalized financial planning services to help clients navigate the uncertainty of the market and achieve their financial goals. With a focus on individualized investment strategies and asset allocation, Kuttin Wealth Management works closely with clients to understand their goals, risk tolerance, and life changes. Regular meetings are held to review progress, update strategies, and track performance towards achieving financial objectives.
1174 Veterans Memorial Hwy, Hauppauge, NY 11788, United States -
Rob Piscatelli - Branch Manager, Ameriprise Financial Services, LLC
● OpenWelcome to the official website of Rob Piscatelli, Branch Manager at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York. Specializing in comprehensive financial planning and advisory services, Rob Piscatelli and his team are committed to helping you achieve your financial goals through personalized strategies and expert guidance. At Ameriprise Financial, we understand the importance of aligning financial plans with your unique goals and values. Each advisor brings a wealth of experience and specialized knowledge to the table. Whether you're planning for retirement, managing investments, or seeking advice on estate planning, our team is equipped with the credentials and expertise to guide you every step of the way.
1174 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
Melissa Golden
● ClosedMelissa Golden is a reputable health institution located at 920 Wheeler Road in Hauppauge, New York. This facility offers a wide range of pharmacy services and health products to cater to the needs of the community. With a dedicated team of professionals, Melissa Golden provides top-notch healthcare solutions and personalized assistance to ensure the well-being of its customers. Whether you are looking for prescription medications, over-the-counter remedies, or health and wellness products, Melissa Golden is your one-stop shop for all your healthcare needs. Visit us today and experience the quality service and care that sets us apart from the rest.
920 Wheeler Rd, Hauppauge, NY 11788, United States -
Clifford Grekin Inc
● ClosedClifford Grekin Inc is a reputable insurance agency located at 225 Wireless Boulevard in Hauppauge, New York, United States. With a commitment to providing top-notch insurance solutions, their team of experienced professionals offers personalized service and tailored policies to meet the individual needs of each client. Whether you are looking for home, auto, life, or business insurance, Clifford Grekin Inc is dedicated to helping you find the coverage that suits your specific requirements. Trust in their expertise and dedication to protect what matters most to you.
225 Wireless Blvd, Hauppauge, NY 11788, United States -
Priscila Gomez: Primerica - Financial Services
● OpenPriscila Gomez: Primerica - Financial Services is an insurance agency located at 350 Motor Parkway in Hauppauge, New York. Our team is dedicated to providing comprehensive financial services to help individuals and families achieve their financial goals. Whether you are looking for insurance coverage, investment strategies, or retirement planning, our experienced professionals are here to help. Contact us today to schedule a consultation and start securing your financial future.
350 Motor Pkwy STE 106, Hauppauge, NY 11788, United States -
Miracle Mile Advisors
● ClosedMiracle Mile Advisors is a leading finance institution located at 145 Marcus Boulevard in Hauppauge, New York, United States. Specializing in wealth management and investment services, Miracle Mile Advisors offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to excellence, Miracle Mile Advisors is dedicated to providing top-tier financial guidance and support to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Miracle Mile Advisors is here to help you every step of the way.
145 Marcus Blvd #1, Hauppauge, NY 11788, United States -
LPL Financial
● ClosedLPL Financial is a leading finance and insurance agency located at 900 New York 111 in Hauppauge, New York, United States. With a commitment to providing personalized financial solutions and exceptional customer service, LPL Financial helps clients achieve their financial goals and secure their future. From retirement planning to investment strategies, LPL Financial offers a wide range of services to meet the unique needs of each individual or business. Contact LPL Financial today to start planning for a brighter tomorrow.
900 NY-111, Hauppauge, NY 11788, United States -
Michael DeSalvo - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael DeSalvo is a Financial Advisor at Ameriprise Financial Services, LLC, located at 800 Veterans Memorial Highway, Hauppauge, New York. Michael 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®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael's expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. As a Certified Military Financial Advisor®, Michael is also trained to serve veterans and active duty military personnel. With a strong focus on ethics and continuing education, Michael is dedicated to providing comprehensive financial planning services to individuals and businesses, tailored to their specific needs and goals.
800 Veterans Memorial Hwy Ste 100, Hauppauge, NY 11788, United States -
Sung Moo Cho - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSung Moo Cho - Financial Advisor at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States, offers personalized financial planning services tailored to individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Sung Moo Cho provides investment recommendations and portfolio management to help clients track their progress and adapt to life changes. Clients can access their accounts and track their goals securely from any device. Sung Moo Cho is committed to diversity and inclusion and is proud to work for a firm dedicated to creating a better future for all. Interested individuals can schedule a complimentary initial consultation to learn more about how Sung Moo Cho can help achieve their financial goals. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Sung Moo Cho may only conduct securities business with residents of states in which the advisor is properly registered. For more information, visit the Ameriprise Financial website.
1174 Veterans Memorial Hwy, Hauppauge, NY 11788, United States -
Daniel Peterson - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenDaniel Peterson is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. Daniel holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Daniel is dedicated to helping individuals and small business owners achieve their financial goals. Contact Daniel Peterson at Ameriprise Financial Services for comprehensive and tailored financial planning services.
1174 Veterans Memorial Hwy, Hauppauge, NY 11788, United States -
Jeff Biscardi - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJeff Biscardi - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2150 Joshuas Path, Hauppauge, New York, offers a wide range of financial services. Jeff Biscardi holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in wealth management, estate planning, investment fiduciary practices, and portfolio management. With a focus on providing personalized financial advice, Jeff Biscardi is dedicated to helping individuals and small business owners achieve their financial goals. Additionally, Jeff Biscardi is a Certified Divorce Financial Analyst and a Certified Exit Planning Advisor, showing his commitment to assisting clients through life transitions. Whether you are looking for retirement planning, investment advice, or estate planning services, Jeff Biscardi can help guide you through the financial planning process with professionalism and expertise.
2150 Joshuas Path Ste 200, Hauppauge, NY 11788, United States -
Robert Francis - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRobert Francis, a financial advisor at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway in Hauppauge, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Robert provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular progress reviews and updates ensure your plan remains aligned with your changing circumstances. Access your accounts and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how Robert can assist you in reaching your financial goals. Please note that securities business is conducted only in states where the advisor is registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Privacy and security measures are in place to protect your information. Feel free to refer friends and family to Robert for assistance with their financial needs.
1174 Veterans Memorial Hwy, Hauppauge, NY 11788, United States -
Lars L Kofod - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLars L Kofod, a financial advisor at Ameriprise Financial Services, LLC located in Hauppauge, New York, offers personalized financial advice and investment recommendations to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Lars helps clients navigate the complexities of financial planning. Clients can expect transparency and professionalism, as Lars is registered to conduct securities business in specific states and abides by FINRA's regulations. The initial consultation provides an overview of financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results, but strives to empower clients with the knowledge and tools needed to make informed decisions.
1174 Veterans Memorial Hwy, Hauppauge, NY 11788, United States -
Lee Neugebauer - Morgan Stanley
● OpenWelcome to Lee Neugebauer - Morgan Stanley, your trusted partner in navigating the complex world of finance. Conveniently located at 888 Veterans Memorial Highway in Hauppauge, New York, we are dedicated to offering personalized financial services tailored to meet your unique goals and aspirations. At Lee Neugebauer - Morgan Stanley, we understand that financial planning is a journey, and we are here to guide you every step of the way. With a commitment to excellence and a focus on building long-term relationships, our team of experienced professionals provides a comprehensive range of services, including wealth management, investment strategies, retirement planning, and more.
888 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
Robert Forte - Morgan Stanley
● OpenWelcome to Robert Forte - Morgan Stanley, your trusted partner in financial planning and investment management. Conveniently located at 888 Veterans Memorial Highway in Hauppauge, New York, our office is dedicated to helping individuals and businesses achieve their financial goals with confidence and clarity. At Robert Forte - Morgan Stanley, we understand that each client's financial journey is unique. Our team of experienced financial advisors is committed to providing personalized strategies tailored to your specific needs and aspirations. Whether you're planning for retirement, saving for education, or looking to grow your investment portfolio, we offer a comprehensive range of services designed to help you succeed.
888 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC Located at 800 Veterans Memorial Highway in Hauppauge, New York, Mark Peterson is your trusted partner in navigating the complexities of financial planning. As a dedicated financial advisor, Mark offers personalized services tailored to meet the unique financial needs of individuals, retirees, and small business owners in the community.
800 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
Cushman & Wakefield - Commercial Real Estate Services
● ClosedWelcome to Cushman & Wakefield - Commercial Real Estate Services Located at 1377 Motor Parkway, Hauppauge, New York 11749, Cushman & Wakefield is your premier partner in navigating the dynamic world of commercial real estate. As a trusted name in finance, general contracting, and real estate agency services, we are dedicated to empowering your business success, whether your portfolio spans New York City or extends globally.
1377 Motor Parkway, Hauppauge, New York 11749, United States
- Financial consulting
- Financial advisor
- Pet pharmacy
- Pharmacy
- Health insurance companies
- Life insurance companies
- Tax advisor
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos