Family office services in Jericho, New York

Keystone Global is a prominent finance institution located at 390 North Broadway in Jericho, New York, United States. With a strong reputation for providing top-notch financial services, Keystone Global is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of financial solutions, including investment management, wealth planning, and retirement strategies. Whether you are looking to grow your wealth or secure your financial future, Keystone Global is committed to providing personalized and comprehensive financial guidance to meet your needs.

FDM Wealth Management is a premier financial institution located at 325 Jericho Turnpike in Smithtown, New York. Specializing in wealth management services, our experienced team of financial experts is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, FDM Wealth Management offers personalized solutions tailored to your individual needs. Trust us to provide sound financial advice and guidance to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards financial success.

Inderpreet Singh- Certified Public Accountant NYC is a reputable accounting and finance institution located at 249-12 Jericho Turnpike, Bellerose, New York, United States. Our dedicated team is committed to providing our customers with accurate and timely financial information to ensure that their business operations run smoothly every day. We offer a comprehensive range of cost-effective accounting services to meet your needs. At Inderpreet Singh- CPA NYC, we take a proactive approach to tax services by staying up-to-date on new tax laws and legislation. This enables us to identify key tax planning opportunities that can minimize your current and future tax liabilities. Our team of experts is dedicated to providing both individual and business clients with the tax expertise they deserve.

Shelter Rock Financial Group is a leading finance institution located at 410 East Jericho Turnpike in Mineola, New York. With a team of experienced professionals, we offer a wide range of financial services including investment management, retirement planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

Merrill Lynch Wealth Management, located at 100 Jericho Quadrangle in Jericho, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch can provide personalized financial strategies based on years of knowledge and expertise in wealth management. They go beyond just wealth planning advice, offering services such as retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports local communities and organizations. As a Merrill client, you have access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources to help you achieve your financial goals.

Gold Coast Wealth Management is a finance institution located at 1 Jericho Plaza in Jericho, New York, United States. With over 40 years of combined market experience, our team offers sound and stable advice to help clients navigate their short term and long term financial goals. Our primary focus is on preserving capital and minimizing draw downs during volatile market conditions. We work with best of breed portfolio managers to deliver market outperformance and strive to provide transparency and partnership to our clients. As an independent and privately held firm, we aim to avoid conflicts of interest and act as our clients' Chief Investment Officer with impartial and objective advice.

Michael J Weinstein is a finance institution located at 2 Jericho Plaza, Jericho, New York, United States. Our team of Financial Professionals can provide expert advice on all your wealth management needs. Chief Investment Strategist John Stoltzfus offers insights on the week in review. With over a century of experience, we offer powerful thinking and innovative ideas to help you achieve your personal financial goals. Our services include customized financial planning, investment opportunities, strategic advisory services, and capital market strategies. Our team of investment experts is dedicated to providing deep industry expertise and innovative solutions in all market conditions. Visit our website to learn more about The Power of Oppenheimer Thinking and how we can help you navigate the world of finance.

Merrill Lynch Financial Advisor David S Leiman is a finance institution located at 100 Jericho Quadrangle, Jericho, New York, United States. The Leiman Group believes in building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking convenience. Their financial advisors work with successful individuals and families to help them pursue their financial goals, placing the client at the center of their focus. They offer personalized financial planning that evolves over time to track progress and make adjustments as needed. The institution values transparency, providing insight into potential risks and opportunities, and ensuring that clients understand what they are paying for. The team is committed to providing exemplary client service, with advisors who have received recognition from industry publications. By understanding each client's unique goals and priorities, they develop personalized financial strategies that adapt to changes in life and the market. The institution offers the latest investment insights, tips, and strategies to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Jacob Flikshteyn, located at 100 Jericho Quadrangle in Jericho, New York, offers personalized financial advice and guidance to help individuals and families pursue their financial goals. The institution, part of The Leiman Group, values teamwork and involvement to provide access to global investment capabilities and banking convenience through Bank of America. The advisors at Merrill believe in building strong client relationships based on trust and personalized service. By understanding your priorities, risk tolerance, and financial goals, the team works with you to develop a personalized plan that evolves over time to reflect changes in your life and the financial markets. As a client, you can expect transparency on potential risks and opportunities, as well as ongoing support to ensure your strategy stays on track. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Jacob Flikshteyn is committed to helping you achieve your goals with a customized investment approach centered on your needs and aspirations.

Merrill Lynch Financial Advisor John C. Gatto is a finance institution located at 100 Jericho Quadrangle, Jericho, New York, United States. The Gatto, Gatto, Hughes Group focuses on building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking services from Bank of America. They aim to be your primary source for financial advice and guidance, prioritizing your goals and aspirations. The institution believes in understanding each client's unique needs and personalizing a financial approach to help them achieve their desired outcomes. With a team of experienced professionals and access to the resources of Merrill, they are committed to providing personalized service and building trust with their clients. The institution offers services such as Merrill Personal Wealth Analysis™ and Investment Personality Assessment to tailor financial plans to individual preferences and goals. Their mission is to help clients pursue their financial goals while managing investment risk and adapting to changes in life and the market. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor John C. Gatto is dedicated to helping clients live their best financial life.

Charter Financial Planning is located at 123 South Street in Oyster Bay, New York. Conveniently accessible from the Long Island Expressway and Northern State Parkway, the office is situated in the 500 Jericho Atrium building. Upon arrival, visitors are encouraged to park near the entrance by Marshalls and head to Suite #107 on the first floor. As a trusted institution, Charter Financial Planning offers securities through Securities America, Inc. and advisory services through Securities America Advisors, Inc. Representative Patrick B. Lough is available for assistance and can be reached at (516)-719-0151.

Ameriprise Financial is a finance institution located at 5036 Jericho Turnpike in Commack, New York, United States. Each Ameriprise advisor has their own "Top areas of focus" which can help align with your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that best suits your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will then reach out to schedule a complimentary initial consultation.

Oppenheimer & Co. Inc. is a prestigious finance institution located at 2 Jericho Plaza in Jericho, New York, United States. The Jericho office is managed by Laura Kellerman, a seasoned leader with over 30 years of experience in Financial Services. Laura also oversees the Hauppauge, Melville, and West Hampton branches, collectively forming Oppenheimer's Long Island region. The advisors in this region manage approximately $2.4 billion in assets and have received industry accolades such as the "FT 401" by the Financial Times and recognition in the Long Island Business Reviews' "40 Under 40" and "Top Advisor" lists. The Jericho branch is situated in a modern building with state-of-the-art technology and amenities. The private offices offer a serene atmosphere with large windows for brightness and productivity. The building is centrally located on Jericho Turnpike, convenient for commuters, and offers ample parking for employees and clients. Additionally, the building features amenities like conference facilities, a Starbucks, fitness room, spa, cafeteria, and 24-hour security.

Opal Wealth Advisors is a finance institution located at 2 Jericho Plaza in Jericho, New York, United States. Our mission is to help you take control of your finances and achieve the life you've always wanted. We understand that dealing with finances can be overwhelming, which is why we provide personalized attention to simplify the complexity and help you grow your wealth. By partnering with Opal, you can turn your financial goals into triumphs through our Opal Way process. We offer resources to help you pursue a winning financial plan, save time, build wealth, and gain peace of mind. Our highly personalized approach is constantly evolving to meet your individual lifestyle needs, with additional resources available for pre-retirees, women, and entrepreneurs through our "OPAL " program.

Roger S Kim CPA PLLC is a reputable accounting and finance institution located at 333 Jericho Turnpike in Jericho, New York. With licenses in both New York and New Jersey, our team is dedicated to providing top-notch financial services to our clients. As proud members of the AICPA and CFA Society, we uphold the highest standards of professionalism and expertise in our field. At Roger S Kim CPA PLLC, we specialize in helping individuals plan for their retirement. Whether you're just starting to think about your future or are nearing retirement age, our team can provide the guidance and support you need to secure your financial well-being. Give us a call at (866)-585-1040 or (347)276-2610 to schedule a consultation and start planning for a comfortable retirement today.

J & J Skyline Travel Inc. is a travel agency located at 216 Jericho Turnpike in Floral Park, New York. Our dedicated staff is ready to assist you with all your travel needs, offering expert advice and personalized service. Whether you're planning a relaxing beach getaway or an adventurous Caribbean excursion, we have you covered. Our excursions come with full insurance and are led by trained staff to ensure a safe and enjoyable experience. Stop by our office today to book your next unforgettable trip!

Welcome to Huntington Square, your premier shopping destination located at 4000 Jericho Turnpike in East Northport, New York. As part of the Federal Realty Investment Trust, Huntington Square offers a diverse array of shops and services to cater to all your needs. Whether you're looking for the latest fashion trends, unique gifts, or essential services, our shopping mall provides a vibrant and convenient environment for an enjoyable shopping experience. Discover everything from popular retail stores to local boutiques, all in one convenient location. Visit Huntington Square today and explore the best of what East Northport has to offer!

Welcome to Dr. George Korologos, DDS, located at Artistic Dental Associates of Commack, LLC at 6080 Jericho Turnpike, Commack, New York. As a leading dental practice, we are committed to delivering exceptional and predictable dental care in a compassionate, caring, and conservative manner. Our goal is to earn and maintain the trust of our patients, referring doctors, and the community. At Artistic Dental Associates, we prioritize your comfort and satisfaction. From the moment you walk through our doors, you'll feel welcomed as part of our dental family. Our modern and relaxing environment is designed to enhance your experience and ensure you receive the personalized care you deserve.

Welcome to Long Island Premier Medical Care, your trusted healthcare provider located at 5036 Jericho Turnpike, Commack, New York. We are dedicated to offering comprehensive and personalized medical services to meet the diverse health needs of our community. Our team of experienced and compassionate healthcare professionals is committed to delivering the highest standard of care in a welcoming and comfortable environment. At Long Island Premier Medical Care, we prioritize your health and well-being, providing a wide range of services from preventive care and routine check-ups to specialized treatments and chronic disease management. Our state-of-the-art facility is equipped with the latest medical technology to ensure accurate diagnoses and effective treatments.

Welcome to Lisa Baker, MD, your trusted healthcare provider located at 2171 Jericho Turnpike, Suite 202, Commack, NY 11725. We are dedicated to delivering the highest quality of care and expertise across all specialty care areas. Our team of radiology experts provides comprehensive imaging services, including CT and MRI scans, ultrasound, and X-ray, available throughout the New York City area. At Lisa Baker, MD, we prioritize a patient-centered approach to diagnosing and treating both adults and children. Our support services are designed to assist you before, during, and after your visit, ensuring a seamless healthcare experience. We accept a variety of insurance plans, making quality healthcare accessible to you.

Welcome to the practice of Dr. Ketan Laud, a dedicated healthcare professional committed to providing exceptional medical care to the Huntington community and beyond. Conveniently located at 1700 East Jericho Turnpike, Huntington, New York, our practice is easily accessible for all your healthcare needs. At Dr. Ketan Laud's practice, we prioritize your well-being and health. With a focus on personalized care, Dr. Laud and his team are devoted to offering comprehensive medical services tailored to meet the unique needs of each patient. Our state-of-the-art facility is equipped with the latest medical technology to ensure accurate diagnosis and effective treatment.

Welcome to Christopher Tompkins - Attorney At Law Located at 225 Broadway, Suite 700, in the heart of Manhattan, New York, the Law Office of Christopher Tompkins specializes in legal name change services for both adults and minors. With over 18 years of dedicated experience in New York State law, Mr. Tompkins is committed to providing thorough and compassionate legal assistance for those seeking a name change for personal, religious, family-related, or professional reasons.

Welcome to Anastasia V. Larios, Esq. Located at 969 Jericho Turnpike, Saint James, New York, Anastasia V. Larios, Esq. is your trusted partner in navigating the complexities of Matrimonial and Family Law. As a distinguished partner at Jakubowski, Robertson, Maffei, Goldsmith & Tartaglia, LLP, Ms. Larios brings a wealth of experience and dedication to her practice, handling all general litigation matters with a focus on delivering exceptional results for her clients.

Welcome to the Law Office of James J. Herz, Esq., located at 969 Jericho Turnpike, Saint James, New York. With a strong foundation in both healthcare and law, James J. Herz brings a unique perspective to his legal practice. After earning his Bachelor of Science degree in Radiologic Technology from Long Island University in 1997 and gaining extensive experience in the healthcare industry, Mr. Herz pursued his passion for law, obtaining his Juris Doctor from Touro College, Jacob D. Fuchsberg Law Center in 2006. As a dedicated attorney, Mr. Herz is admitted to practice before the Courts of the State of New York and the United States District Court for the Eastern District of New York. He specializes in personal injury litigation, commercial litigation, municipal defense, and estate planning. His expertise and commitment have led to successful representations, including several favorable outcomes before the New York State Appellate Division, Second Department.

Welcome to Simon Law Group, PLLC, your trusted legal partner located in the heart of Commack, New York. Situated at 5036 Jericho Turnpike, our firm is dedicated to providing exceptional legal services tailored to meet your unique needs. With a commitment to excellence and a focus on client satisfaction, we specialize in a wide range of legal areas, ensuring comprehensive support and guidance. At Simon Law Group, PLLC, our experienced team of attorneys brings a wealth of knowledge and expertise to every case. Whether you require assistance with family law, personal injury claims, real estate transactions, or business law, we are here to help you navigate the complexities of the legal system with confidence and clarity.

David J Sobel PC: Your Trusted Legal Partner in Smithtown, NY Located conveniently at 811 West Jericho Turnpike, Smithtown, New York, David J Sobel PC is a premier law firm dedicated to providing exceptional legal services to our community. With a strong commitment to integrity and excellence, we offer comprehensive legal solutions tailored to meet the unique needs of our clients.

Welcome to Anthony P. Gallo PC, your trusted legal partner located in the heart of Commack, New York. Situated at 6080 Jericho Turnpike, our firm is dedicated to providing exceptional legal services to individuals and businesses in the surrounding community. With a focus on delivering personalized and professional counsel, Anthony P. Gallo PC specializes in a wide range of legal areas, ensuring that each client receives the attention and expertise they deserve. Our experienced team is committed to guiding you through the complexities of the legal system with clarity and confidence. Whether you require assistance with family law, real estate transactions, estate planning, or business law, we are here to support you every step of the way. We pride ourselves on building lasting relationships with our clients, grounded in trust, integrity, and transparency.

Welcome to Zachary Millian: Allstate Insurance, your trusted local insurance agency conveniently located at 360 East Jericho Turnpike, Smithtown, New York. We are dedicated to providing personalized insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. As a proud representative of Allstate, we offer a comprehensive range of insurance products, including auto, home, life, and business insurance, ensuring you have the protection you need at every stage of life. Our experienced team is committed to delivering exceptional customer service and expert guidance to help you make informed decisions about your insurance coverage. Whether you are looking to safeguard your property, secure your family's future, or protect your business assets, we are here to assist you every step of the way.