Efficient financial services in Hauppauge, New York

Strategic Financial & Tax Planning Services is a comprehensive financial institution located at 150 Motor Parkway in Hauppauge, New York. Our team of expert accountants, financial advisors, and insurance agents are dedicated to providing personalized and strategic financial planning services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, investment strategies, or insurance coverage, our professionals are here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Cathy Wear is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway in Hauppauge, New York, United States. Cathy 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®. Cathy has expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. Additionally, Cathy is trained to provide financial advice to veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continued education, Cathy is dedicated to helping clients make informed decisions and achieve their financial goals.

Brian G Jacobs, a financial advisor at Ameriprise Financial Services, LLC, located at 2150 Joshuas Path in Hauppauge, New York, United States, offers expert guidance on navigating the complexities of retirement planning and investment strategies. With a focus on helping clients achieve their financial goals, Brian provides personalized advice and recommendations tailored to individual needs. As a member of FINRA and SIPC, clients can trust in the expertise and professionalism of Ameriprise Financial Services, LLC. Whether you are looking to secure your retirement income, navigate market fluctuations, or plan for the future, Brian is here to provide comprehensive financial solutions. Schedule a complimentary initial consultation to start your journey towards a more confident financial future. Don't hesitate to reach out and discuss what matters most to you with Brian G Jacobs at Ameriprise Financial Services, LLC.

Christopher Tong is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 201 Moreland Road, Hauppauge, New York, United States. Christopher 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®, CFP®, 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's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various individuals including retirees, small business owners, high net worth clients, and those with special needs. Christopher is dedicated to providing comprehensive financial advice and solutions to help clients achieve their financial goals.

Ivy Peterson is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Veterans Memorial Highway, Hauppauge, New York, United States. Ivy 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Ivy is well-equipped to provide comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and expertise in asset management, investment strategies, estate planning, insurance products, and retirement planning, Ivy is dedicated to helping clients achieve their financial goals.

Lars L Kofod, a financial advisor at Ameriprise Financial Services, LLC located in Hauppauge, New York, offers personalized financial advice and investment recommendations to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Lars helps clients navigate the complexities of financial planning. Clients can expect transparency and professionalism, as Lars is registered to conduct securities business in specific states and abides by FINRA's regulations. The initial consultation provides an overview of financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results, but strives to empower clients with the knowledge and tools needed to make informed decisions.

Welcome to MERIT Bookkeeping & Accounting Services, your trusted partner in financial excellence located at 140 Fell Court, Hauppauge, New York 11788. We specialize in providing comprehensive accounting and financial solutions tailored to meet the unique needs of individuals, small businesses, and corporations. Our team of experienced professionals is committed to delivering accurate, timely, and reliable services that empower you to make informed financial decisions. At MERIT, we offer a wide range of services including bookkeeping, tax preparation, payroll management, and financial consulting. Our personalized approach ensures that we understand your specific financial goals and challenges, allowing us to offer customized solutions that drive growth and efficiency.

Welcome to the official website of Rob Piscatelli, Branch Manager at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York. Specializing in comprehensive financial planning and advisory services, Rob Piscatelli and his team are committed to helping you achieve your financial goals through personalized strategies and expert guidance. At Ameriprise Financial, we understand the importance of aligning financial plans with your unique goals and values. Each advisor brings a wealth of experience and specialized knowledge to the table. Whether you're planning for retirement, managing investments, or seeking advice on estate planning, our team is equipped with the credentials and expertise to guide you every step of the way.

Welcome to Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC Located at 800 Veterans Memorial Highway in Hauppauge, New York, Mark Peterson is your trusted partner in navigating the complexities of financial planning. As a dedicated financial advisor, Mark offers personalized services tailored to meet the unique financial needs of individuals, retirees, and small business owners in the community.

Welcome to Bank Vault Services Equipment Ltd, your trusted partner in advanced financial solutions. Conveniently located at 1383 Veterans Memorial Highway in Hauppauge, New York, we specialize in providing top-notch services and equipment tailored to meet the demanding needs of the banking and finance sector. At Bank Vault Services Equipment Ltd, we understand the critical importance of security and efficiency in financial operations. Our expertise spans a wide range of services, including ATM deployment and maintenance, bank vault installations, and comprehensive financial equipment solutions. Whether you're a small community bank or a large financial institution, our team is dedicated to delivering exceptional service and state-of-the-art products that ensure seamless and secure transactions.

Welcome to the United States Postal Service located at 960 Wheeler Road, Hauppauge, New York 11788. As a cornerstone of the community, our branch is dedicated to providing reliable and efficient postal and financial services to meet your needs. Whether you're sending a letter across town or a package across the globe, our experienced team is here to assist you with all your mailing and shipping requirements. In addition to our comprehensive postal services, we offer a range of financial services, including money orders and postal banking options, to help you manage your finances with ease and security. Our commitment to customer satisfaction and service excellence ensures that your experience with us is both pleasant and productive.

Welcome to the United States Postal Service (USPS) located at 150 Oser Avenue, Hauppauge, New York. As a cornerstone of the community, our facility offers a comprehensive range of postal and financial services designed to meet your personal and business needs. Whether you're sending a letter across town or a package around the world, our dedicated team is here to ensure your mail is handled with care and efficiency. In addition to our reliable mail and shipping services, we provide a variety of financial services, including money orders and postal banking options, to support your financial transactions securely and conveniently. Our friendly staff is committed to delivering exceptional customer service and assisting you with any questions or special requests.

Clarion Associates, Inc. is a reputable consulting firm located at 200 Motor Parkway in Hauppauge, New York. With a strong focus on providing expert advice and strategic solutions, Clarion Associates, Inc. offers a wide range of services to help businesses and organizations achieve their goals. Whether it's in the areas of management consulting, market research, or financial analysis, the team at Clarion Associates, Inc. is dedicated to delivering high-quality results that drive success. Trust in their expertise and experience to guide you towards a brighter future.

Professional Risk Planners, Inc. is a reputable insurance agency located at 670 Old Willets Path in Hauppauge, New York, United States. With a team of experienced professionals, they specialize in providing comprehensive risk management solutions to individuals and businesses. Whether you are looking for personal insurance coverage or commercial insurance policies, Professional Risk Planners, Inc. offers a wide range of options tailored to meet your specific needs. Trust in their expertise to protect what matters most to you.

The Law Offices of Ian S. Mednick, P.C. is a premier law firm located in Hauppauge, New York, serving clients in all areas of Family Law and Divorce. Founded by Mr. Mednick, the firm offers personalized attention and aggressive legal representation, while minimizing the financial burdens associated with legal matters. With over 20 years of experience, Mr. Mednick has represented thousands of clients in the Long Island area. The firm specializes in Long Island divorce mediation and is known for its client-focused approach, vast experience, and impeccable reputation in the legal community. The firm serves clients from Suffolk County, Nassau County, Queens County, New York City, Kings County, Staten Island, Yonkers, Bronx County, Westchester County, and White Plains. With a compassionate attitude and years of experience handling complex legal matters, Mr. Mednick can help clients navigate through divorce and family law challenges while protecting their rights. Clients have praised Mr. Mednick for his professionalism, efficiency, and dedication to providing high-quality legal assistance. If you are facing divorce or family law issues, trust the Law Offices of Ian S. Mednick, P.C. to provide strong legal representation and clear, helpful advice.

Diversified Private Wealth Advisors, located at 200 Parkway Drive South in Hauppauge, New York, is a finance institution that upholds the values of hard work, patience, and responsible investing. With a focus on helping individuals achieve their financial goals through a disciplined approach, the team at Diversified Private Wealth Advisors is dedicated to providing expert advice and guidance. They believe in planting seeds for the future and tending to their clients' financial needs with care and expertise. Securities are offered through Lebenthal Financial Services, Member FINRA/SIPC, and investment advisory services are offered through Lebenthal Global Advisors, LLC. The institution values transparency and integrity, ensuring that clients receive the best possible service tailored to their individual circumstances and goals.

Miracle Mile Advisors is a leading finance institution located at 145 Marcus Boulevard in Hauppauge, New York, United States. Specializing in wealth management and investment services, Miracle Mile Advisors offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to excellence, Miracle Mile Advisors is dedicated to providing top-tier financial guidance and support to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Miracle Mile Advisors is here to help you every step of the way.

American Capital Partners, LLC is a full-service investment firm founded in 2002, located at 205 Oser Avenue in Hauppauge, New York. With additional offices in New York City, Columbus, Atlanta, and Jacksonville, American Capital Partners is a member of FINRA, MSRB, and SIPC. The firm is dedicated to providing clients with effective and timely advice in today's dynamic market, with a focus on building strong relationships and serving individual needs with integrity. With over eighty years of experience in the securities industry, the firm specializes in meeting the unique investment objectives and risk tolerance of each client, whether they are aggressive traders or conservative investors. American Capital Partners offers a wide range of financial products and services, including wealth management, equities, mutual funds, fixed income, financial and estate planning, and more. The firm's Order Execution Trading Desk has relationships with major banks and financial institutions, ensuring efficient order execution. As an innovative and independent company, American Capital Partners aims to increase clients' net worth and improve their fiscal well-being, with a commitment to personalized service and quality advice. For more information on the firm's order routing practices and regulatory disclosures, please visit the SEC Rule 605 and 606 reports on the firm's website.

MCINTOSH Tax and Asset Management Group is a leading finance institution located at 410 Motor Parkway in Hauppauge, New York. Our team of experienced professionals specializes in providing expert tax and asset management services to individuals and businesses. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you with your financial needs.

Total Wealth Planning, LLC is a finance institution located at 140 Fell Court in Hauppauge, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their long-term financial goals through comprehensive wealth planning strategies. From retirement planning to investment management, we offer personalized services tailored to each client's unique needs. Trust Total Wealth Planning, LLC to guide you towards financial success and security.

Castle Wealth Strategies, LLC is a finance institution located at 200 Motor Parkway in Hauppauge, New York, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, estate planning, and tax optimization solutions. At Castle Wealth Strategies, LLC, we are dedicated to helping our clients build and protect their wealth for the long term. Contact us today to schedule a consultation and start planning for a secure financial future.

Monahan & Company CPA's PC is a reputable accounting firm located at 888 Veterans Memorial Highway in Hauppauge, New York. With a team of experienced certified public accountants, they provide a wide range of accounting services including tax preparation, auditing, financial planning, and more. Clients can trust Monahan & Company CPA's PC for their professionalism, accuracy, and dedication to helping individuals and businesses achieve their financial goals. Contact them today for expert financial guidance and support.

Diane J. DiMartino CPA is a reputable accounting and finance institution located at 111 Smithtown Bypass, Hauppauge, New York, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, financial planning, auditing, and consulting. The team of certified public accountants at Diane J. DiMartino CPA is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax compliance or strategic financial planning, you can trust Diane J. DiMartino CPA to deliver professional and reliable services.

Cash Flow Intervention LLC is a finance institution located at 888 Veterans Memorial Highway in Hauppauge, New York. Our team of experts specializes in helping businesses improve their cash flow management through strategic interventions and solutions. With our personalized approach, we work closely with our clients to identify areas of improvement and implement effective strategies to optimize their financial operations. Whether you are looking to increase revenue, reduce expenses, or manage debt more efficiently, Cash Flow Intervention LLC is here to help you achieve your financial goals. Contact us today to learn more about how we can assist your business in achieving financial success.

MLB Residential Lending LLC is a finance institution located at 900 Wheeler Road in Hauppauge, New York, United States. Specializing in residential lending, MLB offers a range of mortgage services to help individuals and families achieve their dream of homeownership. With a team of experienced professionals, MLB Residential Lending LLC provides personalized guidance and support throughout the loan application process, ensuring a smooth and efficient experience for their clients.

Green Light Cash Advance is a leading finance institution located at 373 Smithtown Bypass in Hauppauge, New York, United States. We specialize in providing hassle-free cash advances to help individuals and businesses with their financial needs. Our experienced team is dedicated to providing quick and efficient service, ensuring that our clients receive the funds they need when they need them. Whether you need extra cash for a personal emergency or to grow your business, Green Light Cash Advance is here to help. Visit us today to learn more about our services and how we can assist you with your financial goals.

Welcome to Sunoco Gas Station, conveniently located at 1340 Motor Parkway, Hauppauge, New York. We are your one-stop destination for all your fueling and convenience needs. At Sunoco, we pride ourselves on providing top-quality gasoline and exceptional service to keep you moving. Our facility is more than just a gas station; it's a hub for convenience and essential services. Whether you need to refuel your vehicle, grab a quick snack, or take care of financial transactions, we have you covered. Our well-stocked convenience store offers a wide array of snacks, beverages, and everyday essentials to make your journey smooth and enjoyable.

Welcome to Skinnon & Faber Located conveniently at 700 Veterans Memorial Highway in Hauppauge, New York, Skinnon & Faber is your trusted partner in accounting and finance solutions. With a commitment to excellence and a focus on personalized service, we cater to individuals and businesses seeking expert financial guidance and support.

Welcome to Time 2 Check Bookkeeping, your trusted partner in accounting and finance solutions, conveniently located at 353 Hubbs Avenue, Hauppauge, New York. We specialize in providing personalized bookkeeping services tailored to meet the unique needs of small to medium-sized businesses. Our team of experienced professionals is dedicated to helping you streamline your financial processes, ensuring accuracy and compliance every step of the way. At Time 2 Check Bookkeeping, we understand the complexities of managing finances, and we are here to alleviate the burden, allowing you to focus on what you do best—running your business. Our comprehensive services include bookkeeping, payroll management, tax preparation, and financial analysis. Whether you are a startup or an established business, we offer flexible solutions designed to enhance your financial health and support your growth.

Welcome to Kass & Monahan CPAs, P.C., your trusted partner in accounting and finance located in the heart of Hauppauge, New York. Situated at 888 Veterans Memorial Highway, our firm is dedicated to providing comprehensive financial solutions tailored to meet the unique needs of individuals and businesses in our community. At Kass & Monahan CPAs, P.C., we pride ourselves on our commitment to excellence, integrity, and personalized service. Our team of experienced professionals offers a wide range of services including tax planning and preparation, auditing, bookkeeping, financial consulting, and business advisory services. We understand the complexities of the financial landscape and are here to help you navigate it with confidence.