Comprehensive wealth planning in Lindenhurst, New York
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Danaher Wealth Management
● ClosedDanaher 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.
175 S Wellwood Ave, Lindenhurst, NY 11757, United StatesAdvertisements -
Marguerite Danaher - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMarguerite 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."
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Kingsview Partners Wealth Management - Financial Planner: Bill Koehler
● ClosedKingsview 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.
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Prudential Insurance Co
● OpenPrudential Insurance Co is a reputable insurance agency located at 150 Sunrise Highway in Lindenhurst, New York, United States. With a strong presence in the insurance industry, Prudential offers a wide range of insurance products and services to meet the diverse needs of its clients. From life insurance to property and casualty insurance, Prudential is committed to providing reliable and comprehensive coverage to help individuals and businesses protect what matters most. With a team of experienced professionals, Prudential Insurance Co is dedicated to delivering exceptional customer service and tailored insurance solutions to ensure peace of mind for all its policyholders.
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The Retirement Center
● ClosedThe 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.
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Chase Bank
● ClosedWelcome 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.
655 North Wellwood Avenue, Lindenhurst, New York 11757, United StatesAdvertisements -
Citi
● ClosedWelcome 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.
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The Professional Fundraiser Inc
● ClosedWelcome 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.
Lindenhurst, New York 11757, United StatesAdvertisements -
Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome 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.
175 South Wellwood Avenue, Lindenhurst, New York 11757, United StatesAdvertisements -
Chase ATM
● OpenChase 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.
166 South Wellwood Avenue, Lindenhurst, New York 11757, United StatesAdvertisements
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