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TOP 30 Comprehensive business planning in Merrick, NY
30 results found
Search for local businesses, places and services near you
Arlington Tax & Business Services
Arlington Tax & Business Services is a reputable accounting and finance institution located at 23216 Merrick Boulevard in New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses. With a focus on accuracy, efficiency, and personalized attention, we strive to help our clients achieve their financial goals and navigate the complexities of tax and business regulations. Visit us today to see how we can help you manage your finances effectively.
Stern & Stern Law Firm
Stern & Stern Law Firm is a reputable legal institution located at 49 West Merrick Road in Freeport, New York. Specializing in a wide range of legal services, the firm is dedicated to providing top-notch representation and guidance to clients in need of legal assistance. With a team of experienced and knowledgeable lawyers, Stern & Stern Law Firm is committed to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a real estate transaction, Stern & Stern Law Firm has the expertise and resources to help. Contact them today for expert legal counsel and representation.
Completely Covered Insurance
Completely Covered Insurance is a reputable insurance agency located at 5649 Merrick Road in Massapequa, New York. Our dedicated team of professionals is committed to providing top-notch insurance solutions to meet our clients' needs. Whether you are looking for auto, home, life, or business insurance, we have you completely covered. With our personalized service and competitive rates, you can trust us to protect what matters most to you. Visit us today to learn more about our comprehensive insurance options and how we can help you secure your future.
Farmers Insurance - Lucia Sharplis-Esprit
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
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
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.
Marwan Jaser - State Farm Insurance Agent
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.
WILLIAM J. SCHWARZ
William J. Schwarz is a renowned physiotherapy institution located at 5700 Merrick Road in Massapequa, New York. Our team of dedicated health professionals is committed to providing top-notch physiotherapy services to help our patients recover from injuries, manage chronic pain, and improve their overall physical well-being. With state-of-the-art equipment and personalized treatment plans, we ensure that each patient receives the care and attention they need to achieve their health goals. Visit William J. Schwarz for exceptional physiotherapy services in a welcoming and supportive environment.
United Benefit Solutions, LLC
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.
Breeanna Wallace: Allstate Insurance
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.
Chavelt Saint Charles: Allstate Insurance
Chavelt Saint Charles: Allstate Insurance is a trusted insurance agency located at 135 East Merrick Road in Valley Stream, New York. With a commitment to providing top-notch insurance products and excellent customer service, this agency is dedicated to helping individuals and families protect what matters most. Whether you are in need of auto, home, life, or business insurance, the knowledgeable agents at Chavelt Saint Charles: Allstate Insurance are here to assist you every step of the way. Contact them today to learn more about their comprehensive insurance offerings and personalized coverage options.
Farmers Insurance - Alejandra Arce
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.
Patricia Knap
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.
John P Spinelli, CPA, CFP, P.C.
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.
Pinnacle Taxx Advisors Inc
Pinnacle Taxx Advisors Inc is a reputable finance institution located at 3394 Merrick Road in Seaford, New York, United States. With a team of experienced financial experts, Pinnacle Taxx Advisors Inc provides comprehensive tax advisory services to individuals and businesses. Whether you need assistance with tax planning, preparation, or resolution, their knowledgeable staff is dedicated to helping you navigate the complexities of the tax system and achieve your financial goals. Trust Pinnacle Taxx Advisors Inc to provide you with expert guidance and personalized solutions for all your tax needs.
Merrill Lynch Financial Advisor Jody P Sacks
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
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
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.
Thomas A Boatswain - Financial Advisor, Ameriprise Financial Services, LLC
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.
Al Osbourne - Financial Advisor, Ameriprise Financial Services, LLC
Al Osbourne is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Al Osbourne 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®. Al Osbourne specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. As a Certified Military Financial Advisor®, Al Osbourne is also trained to serve veterans and active duty military personnel. With a strong focus on ethics and expertise in various financial areas, Al Osbourne is dedicated to helping clients achieve their financial goals and secure their financial future.
Belva Barned - Associate Financial Advisor, Ameriprise Financial Services, LLC
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 - Financial Advisor, Ameriprise Financial Services, LLC
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.
Randall C Perkins - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
Ohanna Capital
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.
Klerer Financial Services, Inc.
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.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 5510 Merrick Road in Massapequa, New York, United States. With a focus on providing comprehensive financial services to individuals and businesses, Raymond James offers a wide range of investment options, retirement planning, wealth management, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, Raymond James Financial Services is committed to providing personalized solutions tailored to your unique needs.
Liberty Tax Services
Liberty Tax Services is a reputable accounting and finance institution located at 12625 Merrick Boulevard in New York, United States. With a team of experienced professionals, Liberty Tax Services offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can trust Liberty Tax Services to provide accurate and reliable financial advice and assistance, helping them navigate the complexities of tax laws and financial regulations. Whether you are an individual or a business owner, Liberty Tax Services is committed to helping you achieve your financial goals and secure your financial future.
R&G Brenner Income Tax
R&G Brenner Income Tax is a trusted finance institution located at 111 East Merrick Road in Valley Stream, New York, United States. Specializing in income tax services, R&G Brenner offers expert assistance with tax preparation, filing, and planning to help individuals and businesses navigate the complexities of the tax system. With a team of experienced professionals, R&G Brenner is dedicated to providing reliable and efficient financial solutions to meet the needs of their clients. Visit their office today for personalized service and peace of mind when it comes to your taxes.
Kahn Stephen H
Kahn Stephen H is an established accounting and finance institution located at 602 Merrick Avenue in East Meadow, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Whether you are an individual or a business owner, Kahn Stephen H is committed to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
National Tax Consultants Richard J.Grebimger Cpa Pllc
National Tax Consultants Richard J. Grebinger CPA PLLC is a reputable accounting and finance institution located at 3665 Merrick Road in Seaford, New York, United States. With a team of experienced professionals led by Richard J. Grebinger, a certified public accountant, this institution provides expert tax consulting services to individuals and businesses. Whether you need assistance with tax planning, preparation, or representation before the IRS, National Tax Consultants is dedicated to helping you navigate the complex world of taxation with ease and accuracy. Trustworthy, reliable, and knowledgeable, National Tax Consultants Richard J. Grebinger CPA PLLC is your go-to source for all your tax and financial needs.
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