TOP 30 Certified financial advisor in Westbury, New York

9 results found

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.

Edward Jones - Financial Advisor: Danilise Diaz, AAMS™|CRPC™ is a reputable financial institution located at 400 Post Avenue, Westbury, New York, United States. Specializing in providing personalized financial planning services, Danilise Diaz, a certified AAMS™|CRPC™ financial advisor, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, this institution is dedicated to helping individuals and families navigate the complexities of the financial world and secure their financial future.

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.

Christopher Zarra is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States. Christopher Zarra 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 Christopher Zarra's expertise in asset management, estate planning, retirement planning, investment management, and more. Contact Christopher Zarra for comprehensive financial advice tailored to your individual needs.

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.

Robert F De Stefano, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, offers a wide range of financial services to individuals. With 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®, clients can trust in the expertise and commitment to providing top-notch financial advice and services. Specializing in asset management, retirement planning, estate planning, investment strategies, and more, Robert F De Stefano is dedicated to helping clients achieve their financial goals with integrity and professionalism.

Sharina World is a unique institution located at 1080 Old Country Road, Westbury, New York, United States. This institution offers a wide range of services including accounting, finance, health, and travel agency services. At Sharina World, we are dedicated to providing a secure and quality platform for education, skills training, inspiration, empowerment, health care, professional services, networking, recognition, and success on a global scale. Our team of Certified Public Accountants (CPAs) and Internal Auditors are here to simplify your daily accounting and financial management needs.

Carol Markman CPA: Markman Carol C is a reputable accounting and finance institution located at 638 Meadow Court, Westbury, New York, United States. With years of experience in the industry, Carol Markman CPA offers a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of skilled professionals is dedicated to providing personalized and reliable financial solutions to individuals and businesses alike. Whether you need help with your taxes or guidance on managing your finances, Carol Markman CPA is here to help you achieve your financial goals.