Business strategy services in Merrick, New York

Thomas A Boatswain is a financial advisor at Ameriprise Financial Services, LLC located at 49 West Merrick Road in Freeport, New York, United States. He 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 his expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Thomas A Boatswain is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Belva Barned, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States, specializes in providing comprehensive financial planning services. Belva holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Belva is committed to upholding a high standard of ethics and continuously seeks to enhance her knowledge and skills to better serve her clients. Whether you are a retiree, small business owner, or high net worth individual, Belva's diverse expertise and personalized approach can help you achieve your financial goals. Contact Belva Barned today to discuss your financial needs and create a customized plan for your financial future.

James Newkirk is a Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States. James 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications highlight James' expertise in asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, James Newkirk can provide comprehensive financial advice tailored to your specific needs. Contact James Newkirk today for expert financial guidance.

JOSEPH A MOCNIAK JR - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4510 Merrick Road, Massapequa, New York, United States, is a prestigious finance institution offering a wide range of services to individuals seeking expert financial advice. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the institution ensures that their advisors are highly qualified and knowledgeable in areas such as asset management, estate planning, retirement planning, and investment strategies. The institution also provides specialized services for domestic partners, seniors, retirees, and small business owners. Whether you are looking for advice on fixed-rate and variable annuities, estate planning, or long-term care insurance, the experienced advisors at JOSEPH A MOCNIAK JR - Private Wealth Advisor, Ameriprise Financial Services, LLC, are here to help you make informed financial decisions tailored to your individual needs.

Thomas Augustus Matera - Financial Advisor at Ameriprise Financial Services, LLC, located at 4510 Merrick Road, Massapequa, 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 strategies as needed, Thomas can help navigate the ups and downs of the market and plan for a secure retirement. The institution provides background and qualification information on FINRA's BrokerCheck website, as well as a Client Relationship Summary Disclosure. Through the Retirement InteractiveSM tool, clients can explore potential challenges to their retirement income and make informed decisions. Thomas Matera is registered to conduct securities business in select states and is a member of FINRA and SIPC. Ameriprise Financial cannot guarantee future financial results, but is committed to helping clients plan for a secure financial future. Clients are encouraged to refer friends and family members to Thomas Matera for personalized financial guidance.

Randall C Perkins is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Specializing in finance, Randall Perkins 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®, 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 his expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Certified Military Financial Advisor®, Randall Perkins is also trained to serve veterans and active duty personnel. With a commitment to ethical practices and continuing education, Randall C Perkins is dedicated to providing comprehensive financial planning services for individuals and businesses.

Klerer Financial Services, Inc. is a reputable finance institution located at 3272 Merrick Road in Wantagh, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Klerer Financial Services, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Visit them today to see how they can help you secure your financial future.

Lighthouse Strategies LLC is a finance institution located at 1485 Sycamore Avenue in Merrick, New York, United States. Specializing in providing strategic financial solutions, Lighthouse Strategies LLC offers a range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can trust Lighthouse Strategies LLC to provide expert advice and personalized financial planning. Whether you are looking to invest, save for the future, or manage your finances more effectively, Lighthouse Strategies LLC is dedicated to helping you navigate the complexities of the financial world with confidence and clarity.

Creative Business Alternatives, Inc. is a leading accounting and finance institution located at 2631 Merrick Road in Bellmore, New York, United States. Our team of experienced professionals offers innovative solutions for businesses looking to optimize their financial strategies and improve their bottom line. Whether you need assistance with tax planning, budgeting, or financial analysis, our experts are here to help. With a commitment to creativity and excellence, Creative Business Alternatives, Inc. is your go-to resource for all your accounting and finance needs.

"Shaping The Future" is a forward-thinking institution located at 4224 Merrick Road in Massapequa, New York, United States. Our mission is to inspire and empower individuals to reach their full potential and shape a brighter future for themselves and their communities. We offer a wide range of programs and services designed to support personal growth, career development, and community engagement. Our dedicated team of professionals is committed to providing high-quality education and resources to help individuals thrive in an ever-changing world. Join us at "Shaping The Future" and start shaping your future today.

William Kotkin is a reputable health institution located at 2565 Beverly Road in Merrick, New York. Specializing in dental and medical services, Dr. Kotkin and his team provide top-quality care for patients of all ages. With a focus on preventive care and patient education, the institution aims to promote overall health and well-being. Whether you need a routine check-up, dental cleaning, or treatment for a specific health issue, William Kotkin is dedicated to providing personalized and compassionate care to all patients.

United Benefit Solutions, LLC is a leading insurance agency located at 100 Merrick Road in Rockville Centre, New York. Our dedicated team of professionals is committed to providing top-notch insurance solutions to individuals and businesses alike. With a focus on customer service and personalized attention, we strive to help our clients find the best coverage options to meet their needs. Whether you are looking for health, life, or disability insurance, we have the expertise to guide you through the process and ensure you are properly protected. Trust United Benefit Solutions, LLC for all your insurance needs.

Korman M R is a reputable insurance agency located at 2820 Merrick Road in Bellmore, New York, United States. With a strong commitment to providing exceptional service and tailored insurance solutions, Korman M R is dedicated to helping clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, their team of experienced professionals is ready to assist you in finding the perfect coverage to meet your needs. Trust Korman M R for all your insurance needs in Bellmore and beyond.

Denise James is a reputable healthcare institution located at 11120 Merrick Boulevard in New York, United States. Specializing in providing top-quality medical services, Denise James is a trusted name in the community for all health-related needs. With a team of experienced doctors and healthcare professionals, patients can expect personalized care and treatment plans tailored to their individual needs. Whether you are in need of a routine check-up or specialized treatment, Denise James is dedicated to helping you achieve optimal health and well-being.

Patricia Knap is a renowned health institution located at 2631 Merrick Road in Bellmore, New York. Our dedicated team of healthcare professionals is committed to providing top-quality care and personalized treatment to all our patients. From preventative care to specialized treatments, we offer a wide range of services to meet your healthcare needs. Visit us at Patricia Knap for compassionate and comprehensive healthcare in a welcoming environment.

Catherine May Co & Associates, PC is a reputable law firm located at 479 Merrick Road in Lynbrook, New York. Specializing in various areas of law, their team of experienced attorneys provides expert legal representation and counsel to clients in need. With a commitment to professionalism and client satisfaction, Catherine May Co & Associates, PC is dedicated to achieving the best possible outcomes for their clients. Contact them today for all your legal needs.

Durnin Douglas A is a reputable law firm located at 5355 Merrick Road in Massapequa, New York. With a team of experienced and dedicated lawyers, they provide expert legal services to clients in need of assistance with various legal matters. Whether you require representation for a personal injury case, family law issue, or criminal defense, Durnin Douglas A is committed to advocating for your rights and achieving the best possible outcome for your case. Contact them today for a consultation to discuss your legal needs.

Merrill Lynch Wealth Management is a finance institution located at 266 Merrick Road, Lynbrook, New York. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We take the time to understand your priorities, retirement goals, education funding, business issues, cash management, and credit strategies. Our branch offers access to Merrill's investing resources and Bank of America's banking convenience to create a framework for addressing financial challenges. We are committed to transparency, trust, and openness, and our advisor teams strive to develop intimate relationships with clients to discuss a wide range of financial needs. Through volunteerism and charitable outreach, we support the communities where we live and work. Our culture is dedicated to providing training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice to help clients pursue their financial goals. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering the skills and knowledge needed to assist individuals in pursuing their unique financial goals. Please consult legal and tax advisors before making any financial decisions. We offer a broad range of brokerage, investment advisory, and other services. Remember that investing involves risk, and past performance does not guarantee future results.

Hamilton Capital is a finance institution located at 31 South Merrick Avenue in Merrick, New York. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Hamilton Capital is here to help you every step of the way. Contact us today to learn more about how we can assist you in achieving financial success.

John P Spinelli, CPA, CFP, P.C. is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, they are dedicated to helping you achieve your financial goals. Trust John P Spinelli, CPA, CFP, P.C. for all your accounting and finance needs.

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.

Joseph Ossandon - TD Wealth Financial Advisor is a trusted financial institution located at 290 Merrick Road in Rockville Centre, New York, United States. Specializing in providing expert financial advice and services, Joseph Ossandon is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized solutions and top-notch customer service, Joseph Ossandon - TD Wealth Financial Advisor is committed to helping individuals and businesses navigate the complex world of finance with confidence. Contact them today to learn how they can help you reach your financial objectives.

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.

Investors Capital Corporation is a finance institution located at 1 Broadcast Plaza in Merrick, New York, United States. They offer a wide range of financial services to help individuals and businesses manage and grow their wealth. With a team of experienced professionals, Investors Capital Corporation provides personalized investment strategies and advice to help clients achieve their financial goals. Whether you are looking to invest in stocks, bonds, mutual funds, or other financial products, Investors Capital Corporation can help you make informed decisions and navigate the complexities of the financial market. Trustworthy and reliable, Investors Capital Corporation is committed to helping clients secure their financial future.

Ohanna Capital is a financial institution located at 90 Merrick Avenue in East Meadow, New York. Specializing in ATM services and finance, Ohanna Capital provides convenient and reliable financial solutions for individuals and businesses in the area. With a commitment to customer satisfaction and professionalism, Ohanna Capital is a trusted partner for all your financial needs.

JMS Global is a leading finance institution located at 217 Merrick Road in Amityville, New York, United States. We provide a wide range of financial services to clients, including wealth management, investment advisory, and financial planning. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. At JMS Global, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Contact us today to learn more about how we can help you achieve financial success.

Marino John J is a reputable accounting and finance institution located at 607 Merrick Road in Rockville Centre, New York, United States. With a team of experienced professionals, Marino John J provides top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or investment strategies, Marino John J is dedicated to helping you achieve your financial goals. Trustworthy and reliable, Marino John J is a go-to institution for all your accounting and finance needs.

Continental Tax Planners is a reputable accounting and finance institution located at 337 Merrick Road in Lynbrook, New York, United States. With a team of experienced professionals, they specialize in providing expert tax planning services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment strategies, Continental Tax Planners is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch services to their clients.

Marcus & Weidenburner, CPAs PLLC is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or want to improve your financial strategy, Marcus & Weidenburner, CPAs PLLC is the place to turn to for expert advice and guidance.

Bright Success Group Inc. is a leading institution in the field of accounting and finance located at 217-06 Merrick Boulevard in New York, United States. With a strong focus on providing top-notch education and training in the financial industry, Bright Success Group Inc. offers a wide range of courses and programs designed to help individuals succeed in the world of finance. Our expert faculty and state-of-the-art facilities ensure that students receive the highest quality education and hands-on experience to prepare them for successful careers in accounting and finance. Join us at Bright Success Group Inc. and take the first step towards a bright and prosperous future in the financial industry.