Customized wealth management in Long Beach, New York

Welcome to William J Walters Jr - North Fork, Long Island Realtor | Daniel Gale Sotheby's International Realty, your premier destination for exceptional real estate services in the heart of Greenport, New York. Located at 114 Main Street, our office is a hub for those seeking to navigate the vibrant North Fork real estate market with confidence and ease. Bill Walters stands as a cornerstone of the local real estate community, bringing deep-rooted insights and unparalleled expertise to every transaction. A native of North Fork with family ties dating back to the 1960s, Bill combines his intimate knowledge of the area with a robust educational foundation from Johnson & Wales University, where he earned a BA in Business Management with minors in International Business, Marketing, and B2B Selling.

Joseph Ossandon - TD Wealth Financial Advisor is a reputable finance institution located at 247 Long Beach Road in Oceanside, New York, United States. As a trusted financial advisor, Joseph Ossandon provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, clients can trust Joseph Ossandon to provide expert financial guidance and advice. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Joseph Ossandon - TD Wealth Financial Advisor is dedicated to helping you secure your financial future.

Welcome to Greg Mehrhoff - State Farm Insurance Agent, your trusted local insurance agency located at 10 Station Court, Bellport, NY 11713, nestled conveniently between Chase Bank and the Bellport Public Library and Post Office. With over a decade of dedicated service to the Long Island community, Greg Mehrhoff and his wife, Jillian, are committed to understanding and fulfilling your unique insurance needs. As a family-run business, we offer a wide range of coverage options including Auto, Homeowners, Life Insurance, and more, all aimed at helping you and your family build wealth and secure a prosperous future. Greg, a Chartered Financial Consultant (ChFC) and lifelong Long Islander, brings a deep connection to the community, enriched by his passion for family, outdoor activities, and community service. Actively engaged in supporting local charities and organizations, Greg strives to make a positive impact throughout the region. If you’re affiliated with a non-profit organization, feel free to inquire about our community outreach initiatives.

Welcome to Moves LLC, your trusted partner for exceptional moving and storage services, conveniently located at 626 West 28th Street, Manhattan, New York. As a leading moving company, we specialize in delivering top-notch residential and commercial moving solutions tailored to meet your unique needs. Our professional team, coupled with advanced technology, ensures a smooth and hassle-free moving experience every time. At Moves LLC, we pride ourselves on our ability to provide efficient and stress-free local moving services. Our dedicated team guarantees a seamless transition to your new home or office, ensuring your satisfaction is our top priority. Whether you're moving across town or across the country, our experienced professionals handle every aspect of your move with precision, minimizing downtime and ensuring a smooth relocation.

Welcome to Cross County Savings Bank, your trusted financial partner located at 455 Beach 129th Street, Queens, New York 11694. As a community-focused financial institution, we are dedicated to providing exceptional banking services tailored to meet your individual and business needs. Whether you're looking for a reliable ATM for quick transactions or comprehensive financial solutions, our team of experienced professionals is here to assist you every step of the way. We pride ourselves on building long-lasting relationships with our customers, offering personalized service, competitive rates, and innovative banking products. Visit us today and discover how Cross County Savings Bank can help you achieve your financial goals with confidence and security.

Welcome to M&T Bank, located at 144 Sunset Avenue in the charming community of Westhampton Beach, New York. As a trusted financial institution, we are dedicated to providing personalized banking solutions to meet the unique needs of our customers. Whether you're looking to open a checking or savings account, secure a loan, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. At M&T Bank, we pride ourselves on offering a wide range of financial services, including personal and business banking, mortgage lending, and wealth management. Our commitment to exceptional customer service ensures that you receive the attention and support you deserve, making your banking experience both convenient and rewarding.

Welcome to the online home of Catherine Wallack, your dedicated real estate professional at Daniel Gale Sotheby's International Realty, located at 77 Main Street, Northport, New York 11768. Catherine Wallack brings a unique blend of artistic vision and real estate expertise to the North Shore of Long Island, a region she knows intimately having been born and raised here. With a Bachelor’s degree in Fine Arts from Parsons School of Design and extensive experience in the contemporary art world, Catherine has honed her skills in property management, photography, staging, and marketing. Catherine’s career journey took her from the vibrant art scenes of Florida and Los Angeles to managing investment properties for renowned artist and real estate investor, Martínez Celaya. This experience sparked her passion for real estate, where she seamlessly integrates her artistic eye with her real estate acumen. Now back in her beloved hometown, Catherine is thrilled to help others find their dream homes, supported by her deep knowledge of fine art, interior design, and architecture.

Welcome to Antoinette Iodice | Real Estate Advisor & Marketing Director at Stoebe & Co. Real Estate, your trusted partner in navigating the vibrant real estate market of Long Island. Located at 51 Old Riverhead Road, Westhampton Beach, New York, Antoinette brings a wealth of local knowledge and expertise to help you achieve your real estate dreams. With a career rooted in customer service and community connections, Antoinette has been a part of the Long Island community since she was 15. Her dedication to leadership and genuine passion for helping others has made her a respected and innovative agent in the competitive real estate market. Her approach is built on three pillars: communication, dedication, and transparency, ensuring a seamless and satisfying experience for her clients.

Rock East Funding is a leading finance institution located at 670 Long Beach Boulevard in Long Beach, New York, United States. We specialize in providing funding solutions for businesses and individuals looking to grow and expand their financial horizons. With a team of experienced professionals and a commitment to exceptional customer service, we strive to help our clients achieve their financial goals. Whether you are looking for a loan, investment opportunities, or financial advice, Rock East Funding is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial objectives.

The Bank of America Financial Center located at 52 East Park Avenue in Long Beach, New York, offers a wide range of banking and financial services to individuals and businesses. Whether you need assistance with checking and savings accounts, loans, investments, or wealth management, our knowledgeable staff is here to help. With convenient hours and a convenient location, the Bank of America Financial Center is committed to providing top-notch customer service and financial solutions to meet your needs. Visit us today to see how we can help you achieve your financial goals.

Edward Jones - Financial Advisor: Sean Wynne is a reputable finance institution located at 115-10 Beach Channel Drive in New York, United States. As a trusted financial advisor, Sean Wynne provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Sean Wynne is dedicated to helping individuals and families navigate the complexities of investing and financial planning. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, Sean Wynne is committed to providing expert guidance and support every step of the way.

USAventure Inc is a multifaceted institution located at 101 East Park Avenue in Long Beach, New York. Specializing in finance, health, and travel services, we offer a wide range of solutions to meet the diverse needs of our clients. Whether you're looking to manage your finances, improve your health, or plan your next adventure, our experienced team is here to help. With a commitment to excellence and customer satisfaction, USAventure Inc is your trusted partner for all your financial, health, and travel needs.

Joseph M. Smith, PhD is a renowned doctor specializing in health and wellness. Located at 54 West Olive Street in Long Beach, New York, United States, Dr. Smith offers expert medical care and personalized treatment plans for his patients. With a wealth of knowledge and experience, he is dedicated to providing top-notch care and improving the overall health and well-being of his patients. Whether you are in need of a routine check-up or more specialized treatment, Dr. Smith is committed to helping you achieve optimal health.

Merrill Lynch Financial Advisor Kyle E Olson is a boutique private wealth institution located at 114 West 47th Street, New York, United States. Our team is dedicated to providing a sophisticated and personalized experience, supported by the resources of a global wealth management institution. We strive to understand your financial goals and aspirations, working closely with you to develop thoughtful strategies tailored to your needs. Our mission is to help you pursue your financial goals while managing investment risk. We believe in designing personalized plans to help you grow and preserve your wealth for the future. With access to investment insights from Merrill and banking solutions from Bank of America, we aim to address your financial needs comprehensively.

SharpFocus Financial Planning Group - Ameriprise Financial Services, LLC is a finance institution located at 11412 Beach Channel Drive in New York, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your goals. Users of our website agree to abide by our rules and regulations. As a member of FINRA and SIPC, we prioritize privacy and security for our clients. We appreciate referrals and look forward to helping your friends and family members with their financial needs. Contact us to schedule a meeting and let us assist you in reaching your financial goals.

Welcome to Meredith Bossinger, your trusted local destination for comprehensive health and physiotherapy services, conveniently located at 544 Towne Drive, Fayetteville, New York 13066. As part of East Coast Audiology and Physical Therapy, we are committed to providing exceptional one-on-one care that addresses your unique health needs. Our dedicated team of Doctors of Audiology and Physical Therapy work collaboratively to offer a team-centered approach, particularly in diagnosing and treating Balance and Vestibular Disorders. We believe that combining years of expertise with the latest medical technology is essential to delivering outstanding care. Our state-of-the-art facilities and personalized treatment plans are designed to help you achieve your health goals.

Welcome to Meredith Bossinger at East Coast Audiology and Physical Therapy, your trusted partner in health and wellness located at 53-59 Public Square, Watertown, New York. Specializing in both audiology and physiotherapy, we are dedicated to providing exceptional, personalized care to our community. Our expert team of Doctors of Audiology and Physical Therapy collaborate to offer a comprehensive approach to diagnosing and treating Balance and Vestibular Disorders. At our state-of-the-art facility, we prioritize using the latest medical technology combined with years of expertise to ensure the best outcomes for our patients. Our treatment plans are tailored to meet your unique health goals, emphasizing one-on-one care and a team-centered approach.

Bruce Gendelman Insurance Services Located at 101 West 79th Street in Manhattan, New York, Bruce Gendelman Insurance Services is not just an insurance provider, but your dedicated insurance partner. Our team of experienced professionals is committed to delivering exceptional service throughout every phase of our relationship with you. We specialize in creating customized insurance programs and serving as your trusted resource for all insurance-related inquiries.

Welcome to Natalia Pesin - Prudential Financial, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 1009 Brighton Beach Avenue in the vibrant community of Brooklyn, New York, we are committed to providing personalized financial solutions tailored to meet your unique needs. At Natalia Pesin - Prudential Financial, we specialize in a wide range of services including financial planning, investment management, and comprehensive insurance coverage. Our experienced team is dedicated to helping you achieve financial security and peace of mind, whether you're planning for retirement, investing for the future, or safeguarding your family's well-being with the right insurance policies.

Welcome to The Mehrhoff Agency, your trusted local State Farm Insurance provider located at 10 Station Court, Bellport, NY 11713. Nestled conveniently between the Chase Bank and the Bellport Public Library and Post Office, we are here to serve the Long Island community with over a decade of dedicated experience. Led by Gregory Mehrhoff, a Chartered Financial Consultant (ChFC) and lifelong Long Island resident, our family-run agency is committed to understanding and addressing your unique insurance needs. At The Mehrhoff Agency, we offer a comprehensive range of insurance solutions, including Auto, Homeowners, Life, Renters, and Business insurance. Our mission is to help you and your family build wealth and secure your future, ensuring that every day can feel like summer. We proudly serve Bellport Village and its neighboring communities, including North Bellport, Patchogue, East Patchogue, Shirley, Mastic, Mastic Beach, Medford, Holbrook, Holtsville, Yaphank, and Brookhaven, as well as the wider areas of Nassau, Suffolk, Queens, Brooklyn, Manhattan, Bronx, and Staten Island.

Welcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.