TOP 30 Certified financial advisor in Roslyn, New York

2 results found

Jacob B Salomon is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1433 Old Northern Boulevard, Roslyn, New York, United States. Jacob holds various certifications and designations 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®, CFP®, 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 Jacob's expertise in asset management, wealth transfers, estate planning, retirement planning, investment management, and more. Jacob is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a commitment to ethics and ongoing education, Jacob is well-equipped to help clients make informed decisions and achieve their financial goals.

Renu Sadhwani, CPA is a well-established accounting and finance institution located at 22 Ursula Drive, Roslyn, New York, United States. With over 25 years of experience, Renu Sadhwani is a Certified Public Accountant who specializes in tax preparation and financial statements. Her office is situated in Nassau County, New York, and she is licensed to practice in the state. At Renu Sadhwani, CPA, we offer a wide range of services including tax planning, accounting, financial consulting, and more. We are well-versed in tax laws and can assist individuals and businesses with their tax and accounting needs. Our personalized service ensures that each client receives the attention and expertise they deserve.