TOP 30 Family financial planning in Ronkonkoma, New York

13 results found

B. Riley Wealth Tax Services in Lake Ronkonkoma, NY, located at 500 Portion Road, offers expert accounting and finance services to individuals and businesses. Our tax professionals are well-versed in the latest tax laws and can help you minimize tax liabilities for the 2023 tax year and beyond. We provide comprehensive financial strategies to help you keep more of what you earn and grow your net worth over time. Our team can assist with tax returns, tax management plans, and wealth management playbooks tailored to your specific needs. With qualified designations and expertise in federal and state tax laws, our professionals are dedicated to helping you navigate tax season with ease. Contact us at (631) 913-9000 to schedule a consultation and let us help you achieve your financial goals.

Emblem Health Ins is a trusted health insurance agency located at 640 Hawkins Avenue in Ronkonkoma, New York. We are committed to providing comprehensive health insurance coverage to individuals and families, ensuring access to quality healthcare services. With a focus on affordability and reliability, Emblem Health Ins offers a range of insurance plans tailored to meet the diverse needs of our clients. Our dedicated team of professionals is here to help you navigate the complexities of the healthcare system and find the right insurance solution for you. Trust Emblem Health Ins to protect your health and well-being.

Welcome to Menna Wealth Planning Group, Inc., your trusted partner in financial success located at 3075 Veterans Memorial Highway, Ronkonkoma, New York. As a premier financial services firm, we specialize in providing personalized wealth management solutions tailored to meet the unique needs of our clients. Our team of experienced financial advisors is committed to guiding individuals, families, and businesses through the complexities of financial planning, investment management, and retirement strategies. At Menna Wealth Planning Group, Inc., we prioritize building long-lasting relationships based on trust, integrity, and exceptional service. Whether you're planning for the future, managing assets, or navigating life's financial challenges, we are here to help you achieve your financial goals with confidence and peace of mind. Discover the difference of working with a dedicated financial partner by contacting us today.

Michele Kitterle: Allstate Insurance is an insurance agency located at 625A Portion Road in Lake Ronkonkoma, New York. We provide a wide range of insurance products and services to meet the needs of our clients. Our team of experienced agents is dedicated to helping customers find the right coverage for their individual needs, whether it's auto, home, life, or business insurance. With a commitment to excellent customer service and personalized attention, Michele Kitterle: Allstate Insurance is here to protect what matters most to you. Contact us today to learn more about how we can help you with your insurance needs.

Effie Knuth - State Farm Insurance Agent is a reputable insurance agency located at 1777 Veterans Memorial Highway, Islandia, New York. With over 19 years of experience, Effie Knuth and her team offer a wide range of insurance products including Auto, Home, Renters, Condo, Life, Jewelry, and Personal Liability Umbrella Insurance. They also provide services for small business owners such as Business Liability, Workers Compensation, Auto and Fire Commercial Insurance, and Commercial Liability Umbrella Insurance. Effie Knuth's mission is to help individuals manage risks, recover from unexpected events, and achieve their dreams. The team prides itself on delivering the highest level of customer service and aims to exceed expectations with every interaction. Whether you are looking for Auto Insurance, Homeowners Insurance, Life Insurance, or Health Insurance, Effie Knuth and her team are dedicated to meeting your needs.

The Spaventa Group is a leading investment company located in Ronkonkoma, New York. Specializing in alternative investments, wealth management, and estate planning, The Spaventa Group offers comprehensive financial services to high net worth individuals, private companies, and institutions. Founded by CEO Drew Spaventa, the firm combines technology with a human touch to stay ahead of market trends and provide top-notch investment opportunities. With a focus on venture capital, real estate, and other alternative assets, The Spaventa Group helps clients achieve their financial goals and preserve their wealth for future generations. Located at 3275 Veterans Memorial Highway, Suite B9, Ronkonkoma, NY 11779, The Spaventa Group is your one-stop destination for innovative and personalized financial solutions.

Welcome to Avis Car Rental, conveniently located at 150 Arrival Avenue, Ronkonkoma, New York 11779, United States. As a trusted provider of car rental services, we are dedicated to delivering a seamless rental experience to all our customers. Special Offer: Enjoy one day free of the daily time and mileage charges on rentals of intermediate (group C) through full-size four-door (group E) cars. Please note that taxes, concession recovery fees, customer facility charges, and fuel charges are not included. Optional items such as Loss Damage Waiver (LDW) and other surcharges may apply. This offer is valid for a minimum three-day rental period, and the renter is responsible for any additional time and mileage charges beyond the complimentary day. Please be aware that this offer cannot be used for one-way rentals, and only one coupon can be applied per rental. This promotion is not valid in conjunction with any other offers and is available at Avis locations throughout the contiguous U.S., excluding the New York Metro area. Blackout periods may apply, and an advance reservation is required. This offer is subject to vehicle availability and may not be available for all rates at all times. Rentals must begin on or before December 31, 2024.

Welcome to Juleigha Schmidt - State Farm Insurance Agent, located at 1820 Middle Country Road, Centereach, NY 11720. As your dedicated State Farm agent, I am proud to serve Centereach and surrounding areas such as Selden, Farmingville, Lake Grove, Nesconset, and Lake Ronkonkoma. With deep roots in Suffolk County as a lifelong resident, homeowner, and business owner, I understand the importance of safeguarding what matters most to you. Our experienced team is committed to providing comprehensive insurance solutions, including Auto, Homeowners, Renters/Condo, Disability Insurance, and more. We focus not only on ensuring you have the right policies but also on helping you understand the significance of your coverage and how it benefits your family.

Welcome to our Dental Office, conveniently located at 966 Portion Road, Ronkonkoma, New York 11779. As a dedicated insurance agency, we specialize in providing comprehensive dental insurance solutions tailored to meet the unique needs of individuals and families in our community. Our experienced team is committed to ensuring you have access to quality dental care by offering a range of insurance plans that cover preventive, restorative, and emergency dental services. At our office, we understand the importance of oral health and the financial challenges it can sometimes present. That's why we work closely with you to navigate the complexities of dental insurance, helping you select a plan that best fits your budget and coverage requirements. Our friendly and knowledgeable staff is here to answer any questions you may have and guide you through the process with ease and transparency.

Welcome to Walter H Brown Agency Inc, your trusted insurance partner located in the heart of Ronkonkoma, New York. Situated at 117 Patchogue-Holbrook Road, our agency is dedicated to providing personalized and comprehensive insurance solutions to meet the diverse needs of individuals, families, and businesses in the community. At Walter H Brown Agency Inc, we understand that navigating the world of insurance can be overwhelming. That's why our team of experienced professionals is here to guide you every step of the way. Whether you're seeking auto, home, life, health, or business insurance, we work diligently to tailor coverage plans that offer peace of mind and financial security.

Welcome to Tara Smith-Vera: Allstate Insurance, your trusted local insurance agency conveniently located at 29 Railroad Avenue, Ronkonkoma, New York. At our agency, we are committed to providing personalized and comprehensive insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. With a deep understanding of the local landscape and years of experience in the industry, Tara Smith-Vera and her dedicated team take pride in offering exceptional customer service and expert advice. We specialize in a wide range of insurance products, including auto, home, life, and business insurance, ensuring that you have the right coverage for every aspect of your life.

Welcome to Steve Klinzing - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Patchogue, New York. Conveniently located at 288 Waverly Avenue, just south of Sunrise Highway at the intersection of Waverly and Roe, our office is easily accessible and right across from 7-Eleven. At Steve Klinzing State Farm Agency, we pride ourselves on delivering outstanding customer service and personalized insurance plans to meet your unique needs. Our multilingual team, fluent in English, Spanish, and French, is dedicated to providing you with a seamless experience, whether you're looking for Auto, Homeowners, Life, Renters, or Condo Insurance. We also offer specialized coverage such as Personal Articles Policy, Personal Liability Umbrella Policy, and Business Insurance to help you grow your business in Holbrook and beyond.

Welcome to LIREIA (Long Island Real Estate Investor Associations), your premier destination for real estate investing success on Long Island and beyond. Located at 5018 Express Drive South, Lake Ronkonkoma, New York, LIREIA is more than just a real estate agency; it is a thriving community dedicated to empowering both new and seasoned investors with the knowledge, resources, and connections needed to excel in the real estate market. At LIREIA, we believe that real estate investing is a team sport. Our mission is to provide a supportive and educational environment where you can gain the insights and skills necessary to grow your real estate portfolio. With over a decade of experience, our mentoring program has successfully guided over 200 investors, with many transitioning to full-time investing careers.