Customized financial planning in Merrick, New York

Jovia Financial Credit Union is a trusted financial institution located at 5455 Merrick Road in Massapequa, New York. As a full-service credit union, Jovia offers a wide range of banking and financial services to meet the needs of its members. Whether you're looking for an ATM, a bank account, or assistance with your finances, Jovia is here to help. With a commitment to providing exceptional customer service and competitive rates, Jovia Financial Credit Union is dedicated to helping you achieve your financial goals.

Welcome to the Bank of America Financial Center, conveniently located at 21602 Merrick Boulevard, Queens, New York 11413. As a leading provider of banking and financial services, we are dedicated to offering our community a wide range of solutions to meet all your financial needs. Whether you're looking to open a new account, apply for a loan, or seek investment advice, our team of experienced professionals is here to assist you every step of the way. Our Queens location is designed to provide a comfortable and efficient banking experience, featuring state-of-the-art facilities and a welcoming atmosphere. We take pride in our commitment to customer service, ensuring that each visit to our financial center is both productive and enjoyable.

Merrill Lynch Financial Advisor Glenn A Krevans is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The Polakoff/Krevans team offers a strategy that puts clients at the center of the planning process, focusing on personal goals and priorities. With access to global investing capabilities and banking solutions, the team assists in identifying and prioritizing personal goals such as education funding, retirement planning, health care costs, and wealth preservation. A personalized financial strategy is developed aligned with client goals, aiming to manage, grow, and preserve wealth. The team believes in a dynamic wealth management process that evolves with clients' changing needs and goals. By understanding clients' aspirations and priorities, the team creates a financial approach that reflects their investment personality and is built around life priorities. The Investment Personality Assessment is used to customize the financial approach to help clients pursue what matters most to them. Regular check-ins and adjustments to the financial approach ensure clients stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors help clients navigate the complexities of their financial lives to pursue their goals.

but it is certainly worth considering. "The Merrill Lynch Financial Advisor Jeremy Jacobs" institution, located at 266 Merrick Road, Lynbrook, New York, United States, is dedicated to managing your wealth with a personalized and flexible strategy tailored to your unique financial goals. The institution offers access to investment insights from Merrill and banking solutions from Bank of America, ensuring a comprehensive approach to wealth management. The team at Merrill Lynch Wealth Management, led by Jeremy Jacobs, is committed to building strong client relationships based on trust and personalized service. By conducting a Merrill Personal Wealth Analysis™, the institution can develop a personalized plan centered on your goals and priorities. With a focus on understanding your financial aspirations and priorities, the institution aims to help you achieve your goals through a tailored financial approach. Through ongoing discussions and adjustments to your financial plan, the institution ensures that your approach reflects changes in your life and the financial markets. With a mission to understand you and what matters most to you, the institution offers a personalized approach to managing investment risk and turning your goals into reality. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, the institution can help you develop a plan to address your financial needs. With a dedicated Merrill advisor by your side, you can benefit from personalized investment strategies and comprehensive financial solutions to help you pursue your goals. Contact "The Merrill Lynch Financial Advisor Jeremy Jacobs" institution today to start building a customized investment approach that reflects your unique needs and priorities.

Merrill Lynch Financial Advisor Jeffrey Schoenfeld is a reputable finance institution located at 266 Merrick Road in Lynbrook, New York, United States. With years of experience and expertise in the financial industry, Jeffrey Schoenfeld provides personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Jeffrey Schoenfeld is dedicated to helping you make informed decisions and secure your financial future.

Alain Martin - TD Wealth Financial Advisor is a reputable finance institution located at 275 West Merrick Road in Valley Stream, New York, United States. As a trusted financial advisor, Alain Martin provides expert guidance and personalized wealth management services to help clients achieve their financial goals. With a strong focus on customer satisfaction and financial success, Alain Martin is dedicated to providing top-notch financial advice and solutions to individuals, families, and businesses. Contact Alain Martin - TD Wealth Financial Advisor today to start planning for a secure financial future.

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.

Merrill Lynch Financial Advisor Simon Alexander, located at 266 Merrick Road, Lynbrook, New York, United States, offers personalized financial approaches to help clients pursue their most important goals. Whether planning for retirement, managing future expenses, or transferring wealth to future generations, the AlexanderSacks Group is committed to understanding clients' priorities and aspirations. By utilizing Merrill analytics and Bank of America's products and services, the group creates customized plans tailored to individual needs. The team focuses on Goals Based Wealth Management, emphasizing collaboration, transparency, and integrity in client relationships. Through the Investment Personality Assessment, clients can refine their investing preferences to align with their goals. With a dedicated team of experienced professionals, Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to help clients achieve their goals.

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.

Merrill Lynch Financial Advisor Ravit Kaye, located at 266 Merrick Road, Lynbrook, New York, United States, offers a full range of wealth management services to highly accomplished individuals and their families. Ravit and her team of investment industry professionals combine their knowledge and capabilities with the global resources of Merrill to provide exemplary client service. With recognition from Forbes as a Top Women Wealth Advisor, Ravit is dedicated to helping clients achieve their financial goals through personalized advice and guidance. As a Chartered Retirement Planning Counselor™ and Merrill qualified Portfolio Manager, she can help clients pursue their objectives by managing their investments on a discretionary basis. With a background in finance and economics, Ravit is committed to building strong client relationships based on trust and personalized service. Whether it's transferring wealth to the next generation or customizing your financial approach, Ravit focuses on what matters most to you and your family. By understanding your goals and priorities, she can create a financial approach that reflects your personality and helps you address fluctuations in the market and changes in your life. Let Merrill Lynch Wealth Management Advisors help you navigate the financial complexities of life and build a customized investment approach to pursue your goals.

Merrill Lynch Financial Advisor Sophia Aslam, located at 266 Merrick Road, Lynbrook, New York, offers a personalized approach to financial planning. With a background in Economics and Journalism from Karachi University and a master's degree in Business Administration from New York Institute of Technology, Sophia Aslam has been in the financial services industry since 2000. By combining the investment resources of Merrill and the banking convenience of Bank of America, Sophia Aslam helps clients address various aspects of their financial lives. Sophia believes in building a personalized plan centered on clients' goals and priorities, adapting to changes in their lives and the financial markets. Through a deep understanding of clients' needs and aspirations, Sophia works to design and implement a financial approach that helps them pursue their goals while managing investment risk. Whether planning for retirement, buying a home, funding education, or passing wealth to future generations, Sophia focuses on providing customized solutions tailored to each client's unique circumstances. With a commitment to community involvement and ongoing support, Sophia Aslam is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor John Pierce Jonza, located at 266 Merrick Road, Lynbrook, New York, United States, is a finance institution dedicated to managing your wealth through a personalized and flexible strategy tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, John Pierce Jonza and his team offer personalized wealth management strategies to help you pursue your goals. By participating in the community and volunteering with local organizations, John Pierce Jonza follows the Merrill tradition of building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is developed and documented to help you achieve what matters most to you.

Belva Barned, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States, specializes in providing comprehensive financial planning services. Belva holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Belva is committed to upholding a high standard of ethics and continuously seeks to enhance her knowledge and skills to better serve her clients. Whether you are a retiree, small business owner, or high net worth individual, Belva's diverse expertise and personalized approach can help you achieve your financial goals. Contact Belva Barned today to discuss your financial needs and create a customized plan for your financial future.

Klerer Financial Services, Inc. is a reputable finance institution located at 3272 Merrick Road in Wantagh, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Klerer Financial Services, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Visit them today to see how they can help you secure your financial future.

Welcome to Douglas A Merrick Insurance, your trusted insurance agency located in the heart of Medford, New York. Conveniently situated at 3243 New York 112, our agency is committed to providing personalized and comprehensive insurance solutions to meet your unique needs. With years of experience in the industry, we pride ourselves on delivering exceptional service and expert advice to help you protect what matters most. Whether you're seeking auto, home, life, or business insurance, our knowledgeable team is here to guide you every step of the way. At Douglas A Merrick Insurance, we understand the importance of peace of mind and are dedicated to ensuring you have the right coverage at the best value. Visit us today to discover how we can assist you in safeguarding your future.

Farmers Insurance - Robert Tejada Marcelino is an insurance agency located at 90 Merrick Avenue, East Meadow, New York, United States. As a local Farmers® agent in East Meadow, NY, Robert Tejada Marcelino helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance products including auto, home, renters, business insurance, and more. Robert Tejada Marcelino can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, deductibles, medical payments, or other insurance needs, Robert Tejada Marcelino is available to answer any questions you might have. Contact Robert Tejada Marcelino for a personalized insurance quote and to learn about available discounts to help you save money. Whether you need insurance for your car, home, life, business, renters, condo, or recreational vehicles, Robert Tejada Marcelino can tailor an insurance package to meet your unique needs. Additionally, Robert Tejada Marcelino can help you build a solid financial plan for a secure future. Farmers Insurance and Financial Services offers options and flexibility to help you reach your financial goals. Contact Robert Tejada Marcelino today for an appointment and start planning for a secure future.

Marwan Jaser - State Farm Insurance Agent is a reputable insurance agency located at 1012 Jerusalem Avenue, Merrick, New York, United States. The institution values personalized service and ensures that customers are adequately protected without compromising on cost. The institution offers a wide range of insurance options, including auto insurance, homeowner's insurance, renter's insurance, life insurance, health insurance, and more. The experienced team at Marwan Jaser Agency is committed to serving customers in the Long Island area with their insurance and financial services needs. The agency also provides security tips for connected smart homes and educates on the dangers of drunk driving. With a focus on giving back to the community, the agency is dedicated to making a positive impact on the lives of others. State Farm also offers pet insurance products through American Pet Insurance Company and ZPIC Insurance Company. Visit Marwan Jaser - State Farm Insurance Agent for a free quote and policy review to ensure you are adequately protected.

The Vein Treatment Clinic located at 156 William Street in New York, NY is a top-rated institution specializing in non-surgical varicose and spider vein treatments. Led by a team of highly skilled and board-certified vein doctors, our state-of-the-art facility in FiDi, Manhattan offers minimally invasive procedures that are painless, safe, and require no downtime. Whether you are dealing with spider veins, varicose veins, or underlying venous insufficiency, our experts will customize a treatment plan to address your specific needs and goals. With a focus on patient comfort and satisfaction, our vein doctors provide clear explanations and personalized care throughout the treatment process. If you are experiencing symptoms of vein issues, such as leg pain, swelling, or visible veins, schedule a consultation with our vein specialists today. Conveniently located in the Financial District, our clinic is easily accessible from various locations in New York, including Brooklyn, Babylon, Islip, Deer Park, Massapequa, Merrick, Bellmore, Bay Shore, Farmingdale, and Bethpage. Trust the Vein Treatment Clinic for the best non-surgical vein treatments in FiDi, Manhattan.

John Candon - State Farm Insurance Agent is a reputable insurance agency located at 1745 Merrick Avenue in Merrick, New York. Established in December 2020, this agency is led by John Candon, a third-generation State Farm Agent who is dedicated to helping others and improving the community. The agency offers a wide range of insurance products, including auto, home, life, health, and commercial insurance, as well as financial services. The team at John Candon - State Farm Insurance Agent includes experienced professionals like Kara Ferrante and Joe Candon, who are licensed in various insurance products and are committed to providing exceptional service to their customers. Whether you need help with financial planning, insurance policies, or have questions about pre-existing conditions, the team at this agency is here to assist you.

Great American Jewelry is a premier finance and jewelry store located at 5163 Merrick Road in Massapequa Park, New York. With a wide selection of high-quality jewelry pieces and expert financial services, we are dedicated to providing our customers with a memorable shopping experience. Whether you are looking for a stunning engagement ring, a luxury watch, or need assistance with financing options, our knowledgeable staff is here to help. Visit us today and discover why Great American Jewelry is the go-to destination for all your jewelry and financial needs.

Marcel Robin - State Farm Insurance Agent is a reputable insurance agency located at 12901 Merrick Boulevard in New York, United States. Specializing in providing a wide range of insurance products and services, Marcel Robin and his team are dedicated to helping individuals and businesses protect their assets and loved ones. With a strong focus on customer service and personalized solutions, this agency strives to provide peace of mind and financial security to all of their clients. Contact Marcel Robin - State Farm Insurance Agent today to discuss your insurance needs and find the right coverage for you.

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.

Welcome to the Oscar Espinal State Farm Agency, located in Rockville Center, NY! Our agency proudly serves a wide range of areas including Oceanside, Baldwin, Lynbrook, Valley Stream, Malverne, as well as Nassau and Suffolk Counties. We're also here to assist customers throughout the Five Boroughs and the entire State of New York! With over four years of experience in the insurance and financial services industry, I've had the pleasure of helping numerous customers. As a graduate of Hofstra University, I believe in providing concierge service to all our valued customers. Our team possesses the proficiency and knowledge to address any questions you may have, and we're committed to treating you like family both today and in the future.

Victoria Van De Ven - State Farm Insurance Agent is a reputable insurance agency located at 4020 Merrick Road in Seaford, New York, United States. With 23 years of experience serving the Seaford community, Victoria is proud to be associated with State Farm for 30 years. As an Insurance & Financial Services Professional and small business owner, Victoria and her team are dedicated to helping customers with their Auto, Fire, and Life insurance needs. The office, led by Office Manager Debbie Balsamo, is always ready to assist with any questions in person, by phone, or by email. Victoria is actively involved in the community, having been selected as Businessperson of the year for the Seaford Chamber of Commerce in 2022. She is a proud member of the Seaford Lions Club and volunteers at Last Hope Animal Shelter in Wantagh. The mission of State Farm is to help people manage risks, recover from the unexpected, and realize their dreams, and Victoria believes in providing personalized service to help customers achieve these goals.

Breeanna Wallace: Allstate Insurance is a reputable insurance agency located at 21619 Merrick Boulevard in New York, United States. With a focus on providing personalized insurance solutions, our team is dedicated to helping clients protect what matters most to them. Whether you're looking for auto, home, life, or business insurance, we offer a wide range of coverage options to meet your specific needs. Contact us today to learn more about how we can help safeguard your assets and provide peace of mind for the future.

King Kullen is a well-known supermarket located at 231 West Merrick Road in Valley Stream, New York. This institution offers a wide range of products and services including ATM access, a bakery, financial services, grocery items, and more. With a reputation for quality products and excellent customer service, King Kullen is a go-to destination for all your shopping needs. Whether you're looking for fresh produce, household essentials, or delicious baked goods, King Kullen has you covered. Visit this supermarket today for a convenient and enjoyable shopping experience.

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.

Pro Coverage Group is an insurance agency located at 303 Merrick Road, Lynbrook, New York, United States. We specialize in providing businesses and individuals with the comprehensive resources, solutions, and expertise needed to confidently navigate insurance concerns. Our goal is to allow our clients to focus on what truly matters to them, without the stress of worrying about their insurance coverage. At Pro Coverage Group, we understand that every situation is unique and requires a tailor-made solution. Our experienced staff is dedicated to helping our clients make educated decisions regarding their assets and protect themselves from potential liabilities. Whether you need coverage for your business, personal assets, or financial goals, we have a variety of insurance products and consultation services to meet your needs.

Stephen Trueman: Allstate Insurance is a trusted insurance agency located at 345 Merrick Road in Amityville, New York. Specializing in a wide range of insurance products, including auto, home, and life insurance, Stephen Trueman and his team are dedicated to providing personalized coverage options to meet the unique needs of each client. With a commitment to excellent customer service and a reputation for reliability, Stephen Trueman: Allstate Insurance is a top choice for individuals and families looking for comprehensive insurance solutions in the Amityville area.