TOP 30 Comprehensive financial services in Rockville Centre, New York

17 results found

Jonathan Abrams is a Financial Advisor at Ameriprise Financial Services, LLC located at 265 Sunrise Highway, Rockville Centre, 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, Chartered Financial Consultant®, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in areas such as asset management, estate planning, retirement planning, investment analysis, and more. Jonathan is dedicated to providing personalized financial advice and helping individuals achieve their financial goals.

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.

Mark E Pericolosi, a financial advisor at Ameriprise Financial Services, LLC located at 41 Front Street, Rockville Centre, New York, offers expert financial guidance to clients. With a background and qualification information available on FINRA's BrokerCheck website, Mark E Pericolosi helps clients navigate the complexities of the financial market. The institution provides a Client Relationship Summary Disclosure to ensure transparency and clarity in their services. Potential clients can take advantage of a complimentary initial consultation to gain insights into financial planning concepts and take steps towards a more secure financial future. Ameriprise Financial Services, LLC, a registered investment adviser, offers investment products and services to help clients achieve their financial goals. Securities are offered through Ameriprise Financial Services, LLC, a member of FINRA and SIPC.

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.

Vetere Accounting Consulting Tax Service LLC is a reputable accounting and finance institution located at 218A Sunrise Highway in Rockville Centre, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, consulting, and accounting services to individuals and businesses. Their dedication to providing quality financial solutions and excellent customer service sets them apart in the industry. Whether you need help with tax planning or financial consulting, Vetere Accounting Consulting Tax Service LLC is the go-to institution for all your accounting and finance needs.

The New York Blood Center - Rockville Centre Donor Center is a vital community resource dedicated to saving lives through blood donation. Conveniently located at 290 Sunrise Hwy in Rockville Centre, NY, our center offers a welcoming and supportive environment for donors.

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.

Diane McGrath - State Farm Insurance Agent is a well-established insurance agency located at 75 North Park Avenue, Rockville Centre, New York, United States. With over 30 years of experience, Diane McGrath and her experienced team are dedicated to providing exceptional insurance products to help individuals and families effectively manage the risks they face in their everyday lives. They offer a wide range of insurance services, including Auto Insurance, Home Insurance, Life Insurance, Renters/Condo Insurance, Health Insurance, and more. In addition to insurance services, Diane McGrath - State Farm Insurance Agent also offers assistance with Banking and Financial needs. Their personalized approach ensures that each customer receives a comprehensive insurance plan tailored to meet their specific needs and goals. The team at Diane McGrath - State Farm Insurance Agent is committed to providing excellent customer service, educating customers about their insurance options, and building long-lasting relationships with their valued clients.

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.

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.

Weltz Law is a high-caliber institution located at 5 North Village Avenue in Rockville Centre, New York. Specializing in FINRA arbitrations, AAA arbitrations, and FINRA & SEC investigations and proceedings, our New York-based securities arbitration and litigation lawyers provide effective legal counsel and reliable client services nationwide. We understand the risks associated with investing in securities, which is why we are dedicated to helping clients who have suffered financial harm due to broker or financial advisor misconduct. Our experienced arbitration lawyers can analyze your situation and determine the best course of action to seek a remedy for your financial losses. We represent clients in securities litigation and arbitration nationwide, as well as handle commercial litigation matters on their behalf. With over 30 years of collective experience, our attorneys are prepared to fight for you and seek maximum compensation.

Westwood Tax & Consulting LLC is a trusted accounting and finance institution located at 265 Sunrise Highway in Rockville Centre, New York. We provide comprehensive tax and consulting services to individuals and businesses, helping them navigate the complexities of financial management and maximize their financial potential. Our team of experienced professionals is dedicated to providing personalized service and expert guidance to our clients. Whether you need assistance with tax preparation, financial planning, or business consulting, Westwood Tax & Consulting LLC is here to help you achieve your financial goals.

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.

Snow Arthur C is a reputable accounting and finance institution located at 77 North Centre Avenue in Rockville Centre, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment strategies, Snow Arthur C is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing excellent service to their clients.

Robert Nevitt CPA, PC is a reputable accounting and finance institution located at 265 Sunrise Highway in Rockville Centre, New York. With a team of experienced and knowledgeable Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are an individual or a business owner, Robert Nevitt CPA, PC is dedicated to helping you achieve your financial goals and ensure compliance with all regulatory requirements. Trustworthy and reliable, they strive to provide personalized and professional service to all clients.

Margaret Byssainthe is a reputable health institution located at 168 North Village Avenue in Rockville Centre, New York, United States. This establishment offers a wide range of pharmacy services and health products to cater to the needs of its customers. With a focus on providing top-notch care and quality products, Margaret Byssainthe is dedicated to promoting health and wellness within the community. Visit this store for all your pharmaceutical needs and experience exceptional service from knowledgeable staff members.

Welcome to Christopher Tompkins - Attorney At Law Located at 225 Broadway, Suite 700, in the heart of Manhattan, New York, the Law Office of Christopher Tompkins specializes in legal name change services for both adults and minors. With over 18 years of dedicated experience in New York State law, Mr. Tompkins is committed to providing thorough and compassionate legal assistance for those seeking a name change for personal, religious, family-related, or professional reasons.