Comprehensive investment advice in Westbury, NY
12 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Proto Financial
● ClosedProto Financial is a finance institution located at 1025 Old Country Road, Westbury, New York, United States. We offer finance solutions customized to meet your business needs, with a focus on helping small business owners across the U.S. in various industries. Our streamlined paperless application process and quick funding decisions based on actual business performance make financing easy and efficient. With the best financial technology in alternative lending, funds can be deposited in as little as 24 hours following approval. Our dedicated funding officers are here to assist you from the initial application to future funding needs. We strive to build lasting relationships with our clients and are committed to positioning your business for success. Whether you are looking for a merchant cash advance or an SBA 7(a) loan, Proto Financial is here to help you unleash your business potential and fuel your success.
1025 Old Country Rd # 200, Westbury, NY 11590, United States -
Multiservices Express Corp.
● ClosedMultiservices Express Corp. is a trusted institution located at 207 Post Avenue in Westbury, New York, United States. Specializing in accounting, finance, and insurance services, our team of experts is dedicated to providing top-notch solutions for all your financial needs. Whether you need help with tax preparation, investment advice, or finding the right insurance coverage, Multiservices Express Corp. is here to assist you every step of the way. With a commitment to excellence and customer satisfaction, we strive to ensure that our clients receive the best possible service and support. Visit us today to experience the difference that our comprehensive and personalized services can make for you.
207 Post Ave, Westbury, NY 11590, United States -
Joseph Liana - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJoseph Liana, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue in Westbury, New York, offers a wide range of financial services to individuals. Joseph Liana holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications signify his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, Joseph Liana is qualified to provide advice on fixed-rate and variable annuities, as well as issues impacting seniors and those planning for retirement through his CASL® credential. With a focus on providing comprehensive financial planning services, Joseph Liana is dedicated to helping clients achieve their financial goals.
1600 Stewart Ave #303, Westbury, NY 11590, United States -
James Kelly - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJames Kelly is a Financial Advisor at Ameriprise Financial Services, LLC located at 1600 Stewart Avenue, Westbury, New York, United States. James Kelly holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. James Kelly is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, James Kelly is committed to helping clients achieve their financial goals. Contact James Kelly for expert financial advice and personalized wealth management solutions.
1600 Stewart Ave #303, Westbury, NY 11590, United States -
Christopher Zarra - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenChristopher Zarra is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States. Christopher Zarra 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 Christopher Zarra's expertise in asset management, estate planning, retirement planning, investment management, and more. Contact Christopher Zarra for comprehensive financial advice tailored to your individual needs.
1600 Stewart Ave #303, Westbury, NY 11590, United States -
Michael Stallone - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael Stallone - Financial Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, offers comprehensive financial planning services. With a focus on helping clients achieve their financial goals, Michael Stallone provides personalized advice and guidance to individuals looking to secure their financial future. As a member of FINRA and SIPC, clients can trust in the expertise and professionalism of Ameriprise Financial Services, LLC. From investment products to retirement planning, Michael Stallone is dedicated to helping clients navigate the complexities of the financial world. Take the next step towards a more secure financial future by scheduling a complimentary initial consultation with Michael Stallone today.
1600 Stewart Ave #303, Westbury, NY 11590, United States -
John Merendino - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJohn Merendino - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, is a finance institution that offers a wide range of specialized certifications and designations to ensure that their advisors are highly qualified to meet the diverse needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the institution provides expertise in areas such as estate planning, retirement planning, and investment strategies for individuals, retirees, and small business owners. Advisors at John Merendino - Private Wealth Advisor also hold certifications like ADPA™, AEP®, AIF®, AWMA℠, and more, showcasing their commitment to ethical practices and ongoing education in the field of finance. With a focus on providing tailored financial solutions and expert advice, the institution ensures that clients receive comprehensive and personalized wealth management services.
1600 Stewart Ave #303, Westbury, NY 11590, United States -
Robert F De Stefano - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRobert F De Stefano, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, offers a wide range of financial services to individuals. With 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®, clients can trust in the expertise and commitment to providing top-notch financial advice and services. Specializing in asset management, retirement planning, estate planning, investment strategies, and more, Robert F De Stefano is dedicated to helping clients achieve their financial goals with integrity and professionalism.
1600 Stewart Ave #303, Westbury, NY 11590, United States -
Bilger Financial Group
● ClosedBilger Financial Group, located at 1400 Old Country Road, Westbury, New York, United States, is a finance institution that has been serving clients for over 30 years. The team at Bilger Financial Group offers a full range of financial products and services to help clients reach and maintain their financial goals. They believe in building long-lasting relationships with clients and providing customized financial solutions tailored to individual needs at every stage of life. With a commitment to giving back to the community, Bilger Financial Group is proud to be part of Thrivent, a Fortune 500 company with a long heritage of financial strength and fiscal stability. Thrivent offers expert financial solutions, investments, insurance, banking, and generosity programs to help clients make the most of their finances and live more meaningful lives. As part of Thrivent, clients have access to tools and resources to achieve financial clarity and confidence as they work towards their goals and dreams. Thrivent's financial advisors and professionals provide comprehensive advice and guidance through a Financial Planning Framework, with options for further planning engagement through Dedicated Planning Services. With a focus on a higher purpose and collective ownership, Thrivent is dedicated to helping people build their financial futures and live more generous lives.
1400 Old Country Rd Ste 413, Westbury, NY 11590, United States -
James Naples III - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJames Naples III is a Financial Advisor at Ameriprise Financial Services, LLC located at 1600 Stewart Avenue, Westbury, New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. James Naples III is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding the highest ethical standards and staying current with industry trends through continuing education. Contact James Naples III today for comprehensive financial planning services.
1600 Stewart Ave #303, Westbury, NY 11590, United States -
Eric Bilger - Thrivent
● ClosedEric Bilger - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. For over 30 years, the team at Bilger Financial Group has been dedicated to helping clients achieve and maintain their financial goals through customized financial solutions. They believe in providing comprehensive advice and financial strategies that are in the best interest of their clients. Thrivent, the parent company, is committed to providing financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their financial resources. Membership with Thrivent offers access to tools and resources for giving back to the community and living a more meaningful life. The company has a long heritage of financial strength and fiscal stability, serving over 2 million clients and supporting the communities in which they operate. Thrivent's financial advisors and professionals are dedicated to providing expert guidance and support throughout the financial journey of their clients. Be sure to visit their website for more information on professional designations and licensing requirements.
1400 Old Country Rd Ste 413, Westbury, NY 11590, United States -
Michael Cousins - Thrivent
● ClosedMichael Cousins - Thrivent is a finance institution located at 1400 Old Country Road in Westbury, New York, United States. With a team that has been in the industry for over 30 years, Bilger Financial Group offers a wide range of financial products and services to help clients achieve and maintain their financial goals. The institution believes in providing comprehensive advice and financial strategies that are in the best interest of their clients, ensuring financial clarity and confidence as they work towards their goals. Thrivent also offers life insurance solutions that can be customized to individual needs, as well as a commitment to giving back to the community. By joining Thrivent, clients become part of a community looking out for each other, with access to tools and resources to live a more meaningful life. The institution is proud to be part of Thrivent, a Fortune 500 company with a long heritage of financial strength and fiscal stability, serving over 2 million clients and their communities. Thrivent's financial experts provide market updates and outlooks to help clients navigate their financial journey. It is important to note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients should consult their own professionals for such matters.
1400 Old Country Rd Ste 413, Westbury, NY 11590, United States
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos