TOP 30 Company financial planning in Merrick, New York

17 results found

Koshers & Company, CPA's is a reputable accounting and finance institution located at 1094 Merrick Avenue in Merrick, New York. With a team of experienced certified public accountants, we provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Our commitment to excellence and personalized service sets us apart from other firms, making us a trusted partner for individuals and businesses alike. Contact us today to discuss how we can help you achieve your financial goals.

Jacobs & Company CPAs PC is a reputable accounting and finance institution located at 1745 Merrick Avenue in Merrick, New York, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to providing personalized and professional service sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Jacobs & Company CPAs PC is dedicated to helping you achieve your financial goals.

Farmers Insurance - Lucia Sharplis-Esprit is an insurance agency located at 21701 Merrick Boulevard in New York, United States. As a local Farmers® agent in the heart of Springfield Gardens in Jamaica, NY, Lucia Sharplis-Esprit helps customers identify the insurance coverage that best fits their needs. With over 15 years of experience, Lucia has the knowledge and tools to help customers understand their coverage options, whether it's auto, home, renters, business insurance, and more. Customers can get personalized assistance and learn about insurance discounts to save money. Services offered include comprehensive coverage, collision coverage, deductibles, medical payments, and more. Farmers Insurance provides products for over 80 years, offering insurance for homes, cars, life, renters, businesses, and more. Customers can get competitive rates with multi-line insurance discounts. Lucia Sharplis-Esprit can help customers review their life insurance policy, protect their personal belongings with renters insurance, customize a business insurance package, and get coverage for condos, motorcycles, boats, ATVs, travel trailers, motor homes, and personal watercraft. Additionally, customers can inquire about personal umbrella insurance for added protection.

Farmers Insurance - Nestor Morales is an insurance agency located at 268 Merrick Road in Rockville Centre, New York, United States. Nestor Morales, the owner of the agency, has a diverse background in the mortgage and entertainment industries before transitioning into the insurance business in 2012. With a strong code of ethics and a commitment to providing value to clients, Nestor aims to make a positive impact on the planet and local communities through the Farmers platform. The agency offers a range of insurance products, including car, home, life, renters, business, condo, and recreational insurance. Additionally, they provide financial services to help clients build a solid financial plan for the future. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers underwrite the policies offered by the agency. For more information or to get a quote, clients can contact Nestor Morales at the agency's location in Rockville Centre.

Farmers Insurance - Robert Tejada Marcelino is an insurance agency located at 90 Merrick Avenue, East Meadow, New York, United States. As a local Farmers® agent in East Meadow, NY, Robert Tejada Marcelino helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance products including auto, home, renters, business insurance, and more. Robert Tejada Marcelino can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, deductibles, medical payments, or other insurance needs, Robert Tejada Marcelino is available to answer any questions you might have. Contact Robert Tejada Marcelino for a personalized insurance quote and to learn about available discounts to help you save money. Whether you need insurance for your car, home, life, business, renters, condo, or recreational vehicles, Robert Tejada Marcelino can tailor an insurance package to meet your unique needs. Additionally, Robert Tejada Marcelino can help you build a solid financial plan for a secure future. Farmers Insurance and Financial Services offers options and flexibility to help you reach your financial goals. Contact Robert Tejada Marcelino today for an appointment and start planning for a secure future.

John Romero - State Farm Insurance Agent is located at 10 Merrick Avenue, Merrick, New York, United States. This insurance agency offers a range of services to help protect you and your assets. Whether you need assistance with rural road driving safety, tips on maintaining your dryer, or advice on moving options, they are here to help. They also offer life insurance and annuities through State Farm Life Insurance Company, as well as deposit products through U.S. Bank National Association. Additionally, they provide pet insurance products through American Pet Insurance Company and ZPIC Insurance Company. Please note that State Farm (including State Farm Mutual Automobile Insurance Company and its subsidiaries) is not responsible for the content of third party sites referenced in this material. For personalized advice on your insurance and financial needs, contact John Romero - State Farm Insurance Agent today.

Marwan Jaser - State Farm Insurance Agent is a reputable insurance agency located at 1012 Jerusalem Avenue, Merrick, New York, United States. The institution values personalized service and ensures that customers are adequately protected without compromising on cost. The institution offers a wide range of insurance options, including auto insurance, homeowner's insurance, renter's insurance, life insurance, health insurance, and more. The experienced team at Marwan Jaser Agency is committed to serving customers in the Long Island area with their insurance and financial services needs. The agency also provides security tips for connected smart homes and educates on the dangers of drunk driving. With a focus on giving back to the community, the agency is dedicated to making a positive impact on the lives of others. State Farm also offers pet insurance products through American Pet Insurance Company and ZPIC Insurance Company. Visit Marwan Jaser - State Farm Insurance Agent for a free quote and policy review to ensure you are adequately protected.

Alison Wiles, MD is a healthcare institution located at 155 West Merrick Road, Freeport, New York, United States. Dr. Wiles is a physician who provides services within the Mount Sinai Health System. It is important to note that physicians at Mount Sinai hospitals and facilities may not participate in the same health plans as the hospitals and facilities themselves. Patients can find information about insurance and health plan networks on the Mount Sinai Health System website. Physicians and scientists at the Icahn School of Medicine at Mount Sinai collaborate with pharmaceutical, device, biotechnology companies, and other outside entities to improve patient care and develop new therapies. It is required by Mount Sinai for faculty to disclose their outside financial relationships to ensure transparency in research, clinical care, and teaching. Dr. Wiles has not yet completed reporting of industry relationships.

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.

John Candon - State Farm Insurance Agent is a reputable insurance agency located at 1745 Merrick Avenue in Merrick, New York. Established in December 2020, this agency is led by John Candon, a third-generation State Farm Agent who is dedicated to helping others and improving the community. The agency offers a wide range of insurance products, including auto, home, life, health, and commercial insurance, as well as financial services. The team at John Candon - State Farm Insurance Agent includes experienced professionals like Kara Ferrante and Joe Candon, who are licensed in various insurance products and are committed to providing exceptional service to their customers. Whether you need help with financial planning, insurance policies, or have questions about pre-existing conditions, the team at this agency is here to assist you.

Breeanna Wallace: Allstate Insurance is a reputable insurance agency located at 21619 Merrick Boulevard in New York, United States. With a focus on providing personalized insurance solutions, our team is dedicated to helping clients protect what matters most to them. Whether you're looking for auto, home, life, or business insurance, we offer a wide range of coverage options to meet your specific needs. Contact us today to learn more about how we can help safeguard your assets and provide peace of mind for the future.

Farmers Insurance - Alejandra Arce is an insurance agency located at 500 Merrick Road, Lynbrook, New York, United States. As your local Farmers® agent in Lynbrook, New York, Alejandra Arce helps customers identify the insurance coverage that best fits their needs. Alejandra offers personalized service to make customers smarter about insurance, whether it's auto, home, renters, business insurance, and more. Serving the neighboring towns of Valley Stream, Malverne, and Rockville Centre, Alejandra has the knowledge and experience to help customers understand their coverage options. From comprehensive coverage to medical payments, Alejandra can help with all your insurance needs. Whether you need car insurance, home insurance, life insurance, renters insurance, or business insurance, Alejandra is there to help. With over 80 years of experience, Farmers Insurance provides reliable coverage for your assets and future earnings. Contact Alejandra Arce at Farmers Insurance for a personalized insurance plan to help you reach your financial goals.

Victoria Van De Ven - State Farm Insurance Agent is a reputable insurance agency located at 4020 Merrick Road in Seaford, New York, United States. With 23 years of experience serving the Seaford community, Victoria is proud to be associated with State Farm for 30 years. As an Insurance & Financial Services Professional and small business owner, Victoria and her team are dedicated to helping customers with their Auto, Fire, and Life insurance needs. The office, led by Office Manager Debbie Balsamo, is always ready to assist with any questions in person, by phone, or by email. Victoria is actively involved in the community, having been selected as Businessperson of the year for the Seaford Chamber of Commerce in 2022. She is a proud member of the Seaford Lions Club and volunteers at Last Hope Animal Shelter in Wantagh. The mission of State Farm is to help people manage risks, recover from the unexpected, and realize their dreams, and Victoria believes in providing personalized service to help customers achieve these goals.

SGF Law, located at 135 Pinelawn Road in Melville, New York, is a boutique firm that offers a personalized approach with the benefits of a large firm. Serving clients throughout Long Island and surrounding areas such as Merrick, Massapequa, Baldwin, and more, SGF Law specializes in estate planning and elder law issues. With over 30 years of experience, the team at SGF Law is dedicated to helping individuals and families navigate important legal matters. Estate planning is crucial for everyone, regardless of age or financial standing. Without proper planning, state law will determine how your assets are distributed. The team at SGF Law is well-versed in estate planning and elder law, with over 45 years of combined experience handling thousands of cases. They can assist with complex issues to ensure proper planning for yourself or an older relative.

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.

ATAX in Bellmore, NY is a trusted accounting and finance institution located at 2596 Merrick Road in Bellmore, New York. Our team of experts is dedicated to providing high-quality financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, ATAX is here to help. Visit us today to experience personalized and professional service that will help you achieve your financial goals.

Boccio Stephen is a reputable accounting and finance institution located in Merrick, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, Boccio Stephen is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Their commitment to excellence and integrity makes them a trusted partner for all your accounting and finance needs.