TOP 10 Customized asset management in Rockville Centre, NY
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Jonathan Abrams - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJonathan 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.
265 Sunrise Hwy #40, Rockville Centre, NY 11570, United States -
Joseph Ossandon - TD Wealth Financial Advisor
● OpenJoseph 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.
290 Merrick Rd, Rockville Centre, NY 11570, United States -
Phyllis Caldwell Daniel Gale Sotheby's International Realty
● OpenWelcome to Phyllis Caldwell Daniel Gale Sotheby's International Realty, your trusted partner in finding the perfect home on the beautiful North Fork. Conveniently located at 28080 Main Road, Cutchogue, New York, Phyllis brings a wealth of experience and dedication to the real estate market. As a native of Jersey City, New Jersey, and a proud resident of both Rockville Centre and Cutchogue, Phyllis combines her extensive background in education and real estate law to provide unparalleled service to her clients. Phyllis holds a B.S. and teaching certification in Health and Physical Education from Kean University. After transitioning from a successful teaching career, she honed her skills as a paralegal at Allen Morris and Troisi, where she managed realty contracts with precision and care. Her meticulous work habits and attention to detail make her an invaluable asset in navigating the complexities of real estate transactions.
28080 Main Road, Cutchogue, New York 11935, United States
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