TOP 10 Best Family financial planning in Lindenhurst, New York

Marguerite 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."

Welcome to Divorce & Family Mediation Center, LLC, your trusted partner in navigating the challenging journey of separation and divorce. Located at 326 South Wellwood Avenue, Lindenhurst, New York, we specialize in offering a compassionate and sensible approach to divorce mediation for both traditional and non-traditional families. At our center, we understand that contemplating a separation or divorce can be daunting. That's why we invite you to explore our website to gain valuable insights into the legal separation and divorce process. Our team is here to answer any questions you may have about divorce mediation, separation agreements, and other aspects of the process. Rest assured, all consultations are confidential and your first phone consultation is free of charge.

Welcome to Sovereign Financial, your trusted partner in navigating the complex world of insurance since 2005. Located at 805 Albin Avenue, Lindenhurst, New York, we are proud to serve families, individuals, and businesses throughout the community. As an independent insurance agency, our loyalty lies with you, not the carriers, ensuring that your needs and interests are our top priority. Founded by George V. Caravousanos, Sovereign Financial has established itself as a premier insurance agency specializing in a wide range of services, including Employee Benefits, Health, Group Health, Dental, Vision, and Medicare. Whether you're seeking coverage for Employee Benefits, Small or Large Group Health Insurance, Individual Health Insurance, or Medicare, we are dedicated to providing you with competitive quotes that maximize your savings and benefits.

Welcome 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.

First Choice Insurance, located at 646 Wellwood Avenue in Lindenhurst, New York, is a top-rated insurance agency offering a wide range of insurance products to clients in Queens, Brooklyn, Lindenhurst, Jamaica, Amityville, Babylon, Deer Park, Farmingdale, Massapequa, NY, and surrounding areas. Specializing in providing the cheapest car insurance, commercial insurance, flood insurance, general liability insurance, and homeowners insurance, First Choice Insurance is dedicated to offering low rates, low or no deposit options, E-Z payments, and instant coverage. With almost three decades of experience in personal and commercial insurance lines, First Choice Insurance is committed to building relationships with clients, offering accountability and availability every step of the way. The agency takes the time to understand each client's unique needs and circumstances before offering or writing a policy, ensuring that the products and services provided are right for their budget and easy to understand.

Thomas J. Sant: Allstate Insurance is a reputable insurance agency located at 7 West Hoffman Avenue in Lindenhurst, New York. With a strong commitment to providing top-notch insurance products and exceptional customer service, this agency is dedicated to helping individuals and families protect what matters most. Whether you are looking for auto, home, life, or business insurance, the knowledgeable agents at Thomas J. Sant: Allstate Insurance are here to assist you every step of the way. Trustworthy, reliable, and experienced, this agency is a trusted choice for all your insurance needs in the Lindenhurst area.

George E. Patsis, PLLC is a reputable law firm located at 152 North Wellwood Avenue in Lindenhurst, New York. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, the experienced team at George E. Patsis, PLLC is dedicated to providing top-notch legal representation to clients throughout the United States. With a proven track record of success and a commitment to delivering personalized attention to each client, George E. Patsis, PLLC is a trusted choice for those in need of legal assistance.

Scott Savoia: Allstate Insurance is an insurance agency located at 236 Sunrise Highway in Lindenhurst, New York. As a trusted provider of insurance services, they offer a range of coverage options to meet the needs of individuals and families. Whether you are looking for auto, home, life, or business insurance, their team of knowledgeable agents are dedicated to helping you find the right policy at the best price. With a commitment to excellent customer service and personalized attention, Scott Savoia: Allstate Insurance is a reliable choice for all your insurance needs in the Lindenhurst area.

Danaher 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.

HF Wrieth Insurance Agency is a reputable insurance agency located at 368 South Wellwood Avenue in Lindenhurst, New York. With a strong commitment to providing personalized and comprehensive insurance solutions, they offer a wide range of coverage options to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, their experienced team of agents is dedicated to helping you find the right policy at the best possible price. Trust HF Wrieth Insurance Agency to protect what matters most to you.

Allers & Dawson Accountants Pc is a reputable accounting and finance institution located at 544 South Wellwood Avenue in Lindenhurst, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, Allers & Dawson Accountants Pc is dedicated to providing top-notch financial solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, they are the go-to choice for all your accounting and finance needs in the Lindenhurst area.

NY Group Benefits is an insurance agency located at 805 Albin Avenue, Lindenhurst, New York, United States. We have been providing insurance services to families, individuals, and businesses since 2005. As an independent agency, we prioritize representing our clients and finding the best insurance solutions for their needs. At NY Group Benefits, we specialize in Employee Benefits, Health, Group Health, Dental, Vision, Medicare, and more. Our founder, George V. Caravousanos, has established our agency as a premiere insurance provider in the area. We are committed to working hard to secure competitive quotes for our clients, ensuring they receive all the discounts they qualify for.

R. Seeger Wealth Management, Ltd. is a full-service wealth management firm located at 138 South 1st Street, Lindenhurst, New York, United States. Established in 2010, founder Richard Seeger serves as a fiduciary to clients along the East Coast, offering expertise in retirement services, estate planning, trust services, and next generation wealth education. Richard is a CERTIFIED FINANCIAL PLANNER™ and an active member of the Financial Planning Association of Long Island, always prioritizing his clients' best interests with transparency. With a background in Business Administration and Finance, Richard has obtained various FINRA licenses and continues to further his education through conferences and seminars. As a member of the Knights of Columbus, Richard values family and treats his clients as such. Consult with R. Seeger Wealth Management for personalized financial advice and strategies to help you achieve your financial goals.

Welcome to Argyle Insurance Agency, LLC, your trusted partner in securing a brighter future. Conveniently located at 654 North Wellwood Avenue, Lindenhurst, New York, we are dedicated to serving our community with personalized insurance solutions tailored to meet your unique needs. As a premier insurance agency, we specialize in offering a comprehensive range of policies, including home, auto, life, and business insurance. Our experienced team is committed to providing exceptional service, ensuring peace of mind and financial security for you and your loved ones. At Argyle Insurance Agency, LLC, we pride ourselves on our integrity, reliability, and commitment to customer satisfaction. Visit us today and discover how we can help protect what matters most to you.

Welcome to HF Wrieth Insurance, your trusted local insurance agency located at 368 South Wellwood Avenue, Lindenhurst, New York. With a commitment to providing personalized and comprehensive insurance solutions, we strive to meet the unique needs of our community. Our experienced team is dedicated to helping you protect what matters most, offering a wide range of services including auto, home, life, and business insurance. At HF Wrieth Insurance, we understand the importance of peace of mind, which is why we work closely with you to tailor policies that fit your specific requirements and budget. Visit us today and discover how we can safeguard your future with reliability and care.

Welcome to State Farm Insurance Agency, your trusted partner in Lindenhurst, New York, for all your insurance needs. Conveniently located at 324 South Wellwood Avenue, we are dedicated to providing our community with comprehensive and personalized insurance solutions. Our experienced team of professionals is here to help you navigate the complexities of insurance, offering a wide range of products including auto, home, life, and health insurance, as well as financial services. At State Farm, we understand that every individual and family has unique needs, and we are committed to tailoring our services to ensure you receive the best possible coverage. Our goal is to provide peace of mind by protecting what matters most to you. Whether you're a new customer looking for reliable insurance options or an existing client seeking to review your policies, our friendly and knowledgeable staff is here to assist you.