Comprehensive financial planning 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 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.

The TE Group is a finance institution located at 138 South 1st Street in Lindenhurst, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or estate planning, we are here to help. Contact us today to learn more about how The TE Group can help you reach your financial goals.

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.

Nationwide Insurance: Stephen Patrick Cali is an insurance agency located at 173 South Wellwood Avenue in Lindenhurst, New York, United States. They specialize in providing auto, commercial, farm, financial, home, powersports, and human services insurance. Whether you need coverage for your vehicle, home, or business, Stephen Patrick Cali can help tailor a personalized insurance plan to fit your needs. With a range of insurance options, including basic liability protection, collision coverage, and comprehensive protection, you can rest assured that your assets are protected. Additionally, they offer life insurance policies to provide financial stability for your loved ones. The agency's team of highly qualified insurance professionals is available to help you make informed decisions about your insurance coverage. Contact Stephen Patrick Cali at (631) 592-1250 or visit their office to learn more about their insurance products and how they can benefit you.

Tom Falletta: Allstate Insurance is a trusted insurance agency located at 53 West Montauk Highway in Lindenhurst, New York. With a commitment to providing top-notch coverage and personalized service, our team of experienced agents is dedicated to helping clients protect what matters most to them. Whether you're in need of auto, home, life, or business insurance, we are here to assist you every step of the way. Contact us today to learn more about our comprehensive insurance options and see how we can help safeguard your future.

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 The Professional Fundraiser Inc. Located in the heart of Lindenhurst, New York, The Professional Fundraiser Inc. is your premier partner in finance and fundraising solutions. With a deep commitment to empowering organizations and individuals, we specialize in crafting bespoke fundraising strategies that drive success and achieve financial goals.

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.