TOP 10 Best Comprehensive financial advice in Lindenhurst, New York

Marguerite Danaher is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 175 South Wellwood Avenue, Lindenhurst, New York, United States. Marguerite 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 Marguerite's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various individuals, including retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Marguerite is dedicated to providing comprehensive and tailored financial advice to her clients."

Kingsview Partners Wealth Management, led by experienced Financial Planner Bill Koehler, is a trusted institution located at 138 South 1st Street in Lindenhurst, New York, United States. Specializing in finance, Kingsview Partners provides comprehensive wealth management services to help clients achieve their financial goals. With a personalized approach and a commitment to excellence, Bill Koehler and his team strive to provide expert financial planning and investment advice tailored to each individual's needs. Trust Kingsview Partners Wealth Management to guide you towards a secure financial future.

Welcome to Self Reliance NY Federal Credit Union - Lindenhurst Branch, your trusted partner in financial services located in the heart of Lindenhurst, New York. Conveniently situated at 225 North 4th Street, our branch is dedicated to providing personalized financial solutions to meet the diverse needs of our community. At Self Reliance NY Federal Credit Union, we offer a comprehensive range of financial services designed to help you achieve your financial goals. Whether you're looking to access your funds through our user-friendly ATM services or seeking expert financial advice, our team is here to assist you every step of the way.

Welcome to Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management. Located at 175 South Wellwood Avenue, Lindenhurst, New York, our practice is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Robert Gargiulo is a highly qualified financial advisor, holding numerous certifications that reflect a deep commitment to excellence and ethical standards in the finance industry. With credentials such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is equipped to address a wide range of financial planning needs, from investment strategies and asset allocation to estate planning and risk management.

First Choice Insurance, located at 646 Wellwood Avenue in Lindenhurst, New York, is a top-rated insurance agency offering a wide range of insurance products to clients in Queens, Brooklyn, Lindenhurst, Jamaica, Amityville, Babylon, Deer Park, Farmingdale, Massapequa, NY, and surrounding areas. Specializing in providing the cheapest car insurance, commercial insurance, flood insurance, general liability insurance, and homeowners insurance, First Choice Insurance is dedicated to offering low rates, low or no deposit options, E-Z payments, and instant coverage. With almost three decades of experience in personal and commercial insurance lines, First Choice Insurance is committed to building relationships with clients, offering accountability and availability every step of the way. The agency takes the time to understand each client's unique needs and circumstances before offering or writing a policy, ensuring that the products and services provided are right for their budget and easy to understand.

Thomas J. Sant: Allstate Insurance is a reputable insurance agency located at 7 West Hoffman Avenue in Lindenhurst, New York. With a strong commitment to providing top-notch insurance products and exceptional customer service, this agency is dedicated to helping individuals and families protect what matters most. Whether you are looking for auto, home, life, or business insurance, the knowledgeable agents at Thomas J. Sant: Allstate Insurance are here to assist you every step of the way. Trustworthy, reliable, and experienced, this agency is a trusted choice for all your insurance needs in the Lindenhurst area.

Luis Hernandez - State Farm Insurance Agent is a reputable insurance agency located at 186 South 1st Street in Lindenhurst, New York. Owned by Luis Hernandez, who has extensive experience in the insurance industry, the agency offers a wide range of insurance and financial services to clients in Lindenhurst and surrounding areas. The team at Luis Hernandez State Farm Insurance is dedicated to providing personalized and comprehensive assistance to policyholders seeking various types of insurance coverage, including Auto, Home, Renters, Life, Pet, and Commercial Insurance. The agency's mission is to help individuals manage risks, recover from unexpected events, and achieve their financial goals. With a focus on exceptional customer service, the team at Luis Hernandez State Farm Insurance is committed to meeting the needs of their clients and ensuring they are well-protected. Contact the agency today to discuss your insurance options and receive expert advice from a knowledgeable team of professionals.

Danaher Wealth Management is a premier financial institution located at 175 South Wellwood Avenue in Lindenhurst, New York. Specializing in finance, our team of experienced professionals provides expert wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Danaher Wealth Management is dedicated to providing personalized solutions tailored to your individual needs. Trust us to guide you towards financial success and security.

HF Wrieth Insurance Agency is a reputable insurance agency located at 368 South Wellwood Avenue in Lindenhurst, New York. With a strong commitment to providing personalized and comprehensive insurance solutions, they offer a wide range of coverage options to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, their experienced team of agents is dedicated to helping you find the right policy at the best possible price. Trust HF Wrieth Insurance Agency to protect what matters most to you.

The Retirement Center, located at 125A South Wellwood Avenue in Lindenhurst, New York, is a comprehensive institution offering services in finance, health, insurance, and legal matters. Our team of experts specializes in Personal Financial Planning, Estate Planning, Medicaid Planning, Elder Law, Mortgages, Insurances, and Wealth Management. With our newly renovated office space, we provide a comfortable environment for clients to plan their retirement goals. Our passionate Retirement Specialists are dedicated to helping members of the community achieve financial preparedness for retirement, ensuring worry-free enjoyment of their assets. We prioritize education and transparency, offering guidance on Medicare, Social Security, Estate Planning, Mortgages, and Business Insurance. Contact us today for personalized financial advice and support in achieving your retirement dreams.

Matthew Tsombanis, CPA, P.C. is a reputable accounting and finance institution located at 152 North Wellwood Avenue in Lindenhurst, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to excellence and commitment to client satisfaction have made them a trusted partner for individuals and businesses seeking expert financial guidance. Whether you need assistance with your personal finances or help managing your company's accounting needs, Matthew Tsombanis, CPA, P.C. is here to help.

Julio's IncomeTax Services is a reputable accounting and finance institution located at 411-B 40th Street in Lindenhurst, New York. With a team of experienced professionals, we provide expert tax preparation and financial services to individuals and businesses in the area. Our goal is to help our clients navigate the complexities of tax laws and maximize their financial well-being. Trust Julio's IncomeTax Services for all your accounting and finance needs in Lindenhurst, New York.

Tony Del Prete Tax Practice is a reputable accounting and finance institution located at 502 South Broadway in Lindenhurst, New York. With years of experience and expertise in tax preparation and financial planning, our team of professionals is dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with filing your taxes or managing your finances, Tony Del Prete Tax Practice is here to help. Trust us to handle all your accounting needs with precision and efficiency.

Welcome to Law Office Daniel A Zahn PC Located at 1597 Grundy Avenue, Holbrook, New York 11741, the Law Office of Daniel A Zahn PC is committed to providing personalized, one-on-one legal services. With over 30 years of experience, we specialize in handling cases related to Lawyer Malpractice, Wrongful Death, Medical Malpractice, and Serious Personal Injury in both New York and Vermont.

Welcome to Chase Bank, conveniently located at 655 North Wellwood Avenue, Lindenhurst, New York 11757, United States. As a leading provider of financial services, we offer a wide range of banking solutions designed to meet your personal and business needs. Our branch provides comprehensive banking services, including ATMs for easy cash access and a full suite of financial services to help you manage your finances effectively. With Chase, you can benefit from our expertise in business banking, where our dedicated team of professionals can assist you in improving cash flow, providing credit solutions, and managing payroll efficiently.

Welcome to Citi, your trusted partner in banking and financial services, conveniently located at 120 Sunrise Highway, North Lindenhurst, New York. At Citi, we are committed to providing you with a comprehensive range of financial solutions to meet your personal and business needs. Whether you're looking to access ATM services, open a new account, or seek expert financial advice, our dedicated team is here to assist you every step of the way. Experience the convenience and reliability of our services as we strive to help you achieve your financial goals. Visit us today and discover why Citi is the preferred choice for banking and finance in North Lindenhurst.

Welcome to Argyle Insurance Agency, LLC, your trusted partner in securing a brighter future. Conveniently located at 654 North Wellwood Avenue, Lindenhurst, New York, we are dedicated to serving our community with personalized insurance solutions tailored to meet your unique needs. As a premier insurance agency, we specialize in offering a comprehensive range of policies, including home, auto, life, and business insurance. Our experienced team is committed to providing exceptional service, ensuring peace of mind and financial security for you and your loved ones. At Argyle Insurance Agency, LLC, we pride ourselves on our integrity, reliability, and commitment to customer satisfaction. Visit us today and discover how we can help protect what matters most to you.

Welcome to Chase Bank, located at 166 South Wellwood Avenue, Lindenhurst, New York 11757. As a trusted leader in the banking and financial sector, we are dedicated to providing comprehensive financial solutions to individuals and businesses in our community. At our Lindenhurst branch, you can access a wide range of banking services tailored to meet your needs. Whether you're looking to manage your personal finances or seeking specialized business banking solutions, our team of experienced professionals is here to assist you. We offer guidance on improving cash flow, providing credit solutions, and managing payroll, alongside online and mobile services for your convenience.

Chase ATM at 166 South Wellwood Avenue, Lindenhurst, NY Welcome to the Chase ATM located at 166 South Wellwood Avenue, Lindenhurst, New York. As a part of JPMorgan Chase & Co., we are committed to providing you with convenient and secure banking services. Our ATM offers a wide range of financial services to meet your everyday banking needs, including cash withdrawals, deposits, and balance inquiries.

Welcome to The First National Bank of Long Island, your trusted partner in banking and finance, conveniently located at 1 East Montauk Highway, Lindenhurst, New York. As a leading local bank, we are committed to providing exceptional financial services tailored to meet your personal and business needs. Our comprehensive range of services includes savings and checking accounts, loans, credit services, and personalized financial advice to help you achieve your financial goals. We take pride in offering competitive CD and IRA rates to support your savings plans, ensuring your financial future is secure.