The 30 Best Family offices in Westbury, New York
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MAP Estate Planning, Inc.
MAP Estate Planning, Inc. is a finance institution located at 1025 Old Country Road in Westbury, New York. Our team of experienced professionals is dedicated to helping individuals and families plan for the future by providing comprehensive estate planning services. Whether you are looking to create a will, establish a trust, or navigate the complexities of estate taxes, our experts are here to guide you every step of the way. Trust MAP Estate Planning, Inc. to secure your financial future and protect your legacy for generations to come.
Merrill Lynch Financial Advisor Brian M. Sheehan
Merrill Lynch Financial Advisor Brian M. Sheehan is located at 1325 Franklin Avenue in Garden City, New York, United States. Specializing in finance, Brian believes that personal relationships and communication are key to his business. He works closely with clients and their families to build trust and establish realistic expectations. Brian has a strong community presence and is dedicated to helping those in need. With a focus on retirement planning, education planning, insurance, and investment objectives, Brian works with individuals, corporate executives, police officers, firefighters, retirement plans, and non-profit organizations. He holds the prestigious Chartered Retirement Planning CounselorSM designation and believes in the importance of asset allocation and portfolio rebalancing. Brian is actively involved in various community organizations and resides in Westbury with his family. He believes in a personalized approach to financial planning and is committed to helping clients achieve their goals.
Alain Martin - TD Wealth Financial Advisor
Alain Martin - TD Wealth Financial Advisor is a reputable financial institution located at 999 Old Country Road in Westbury, New York. As a trusted advisor, Alain Martin offers a wide range of financial services to help clients achieve their wealth management goals. With a focus on personalized solutions and expert advice, clients can trust in Alain Martin's expertise to navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or secure your financial future, Alain Martin - TD Wealth Financial Advisor is dedicated to providing top-notch service and guidance.
Alain Martin - TD Wealth Financial Advisor
Alain Martin - TD Wealth Financial Advisor is a reputable finance institution located at 275 West Merrick Road in Valley Stream, New York, United States. As a trusted financial advisor, Alain Martin provides expert guidance and personalized wealth management services to help clients achieve their financial goals. With a strong focus on customer satisfaction and financial success, Alain Martin is dedicated to providing top-notch financial advice and solutions to individuals, families, and businesses. Contact Alain Martin - TD Wealth Financial Advisor today to start planning for a secure financial future.
John Merendino - Private Wealth Advisor, Ameriprise Financial Services, LLC
John Merendino - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, is a finance institution that offers a wide range of specialized certifications and designations to ensure that their advisors are highly qualified to meet the diverse needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the institution provides expertise in areas such as estate planning, retirement planning, and investment strategies for individuals, retirees, and small business owners. Advisors at John Merendino - Private Wealth Advisor also hold certifications like ADPA™, AEP®, AIF®, AWMA℠, and more, showcasing their commitment to ethical practices and ongoing education in the field of finance. With a focus on providing tailored financial solutions and expert advice, the institution ensures that clients receive comprehensive and personalized wealth management services.
ClearEdge Private Wealth - Ameriprise Financial Services, LLC
ClearEdge Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 1600 Stewart Avenue, Westbury, New York, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, our team is dedicated to helping clients achieve their long-term financial goals. We offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular progress reviews and updates, we ensure that your financial strategy adapts to life changes. Clients can easily access their investments and accounts from any device, track their progress, and communicate securely with us. Schedule a complimentary initial consultation to learn more about how we can help you reach your financial goals. Our team combines deep knowledge and a strong work ethic to make a positive impact on our clients' lives every day. Ameriprise financial advisors are registered to do business in certain U.S. states, and all services are provided with privacy and security in mind. Contact us today to start a conversation about what's most important to you.
Bilger Financial Group
Bilger Financial Group, located at 1400 Old Country Road, Westbury, New York, United States, is a finance institution that has been serving clients for over 30 years. The team at Bilger Financial Group offers a full range of financial products and services to help clients reach and maintain their financial goals. They believe in building long-lasting relationships with clients and providing customized financial solutions tailored to individual needs at every stage of life. With a commitment to giving back to the community, Bilger Financial Group is proud to be part of Thrivent, a Fortune 500 company with a long heritage of financial strength and fiscal stability. Thrivent offers expert financial solutions, investments, insurance, banking, and generosity programs to help clients make the most of their finances and live more meaningful lives. As part of Thrivent, clients have access to tools and resources to achieve financial clarity and confidence as they work towards their goals and dreams. Thrivent's financial advisors and professionals provide comprehensive advice and guidance through a Financial Planning Framework, with options for further planning engagement through Dedicated Planning Services. With a focus on a higher purpose and collective ownership, Thrivent is dedicated to helping people build their financial futures and live more generous lives.
Worldwide Wealth Group
Worldwide Wealth Group is a renowned finance institution located at 1400 West Old Country Road in Westbury, New York, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to invest, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust Worldwide Wealth Group to help you secure a prosperous financial future.
Florio Wealth Management Group
Florio Wealth Management Group is a premier finance institution located at 1025 Old Country Road in Westbury, New York. Our team of experienced financial professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, Florio Wealth Management Group is here to help. Contact us today to schedule a consultation and start building a secure financial future.
Eon Wealth Management
Eon Wealth Management is a leading financial institution located at 1400 Old Country Road in Westbury, New York. As a trusted provider of financial services, Eon Wealth Management offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Eon Wealth Management is dedicated to providing top-notch financial planning, investment management, and wealth preservation services. Whether you are looking to grow your assets or plan for retirement, Eon Wealth Management is committed to helping you secure a prosperous future.
Personal Asset Strategies, Inc
Personal Asset Strategies, Inc is a finance institution located at 1600 Stewart Avenue in Westbury, New York, United States. With a focus on personalized financial planning and investment strategies, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. From retirement planning to wealth management, we offer a range of services tailored to meet each individual's unique needs. Trust Personal Asset Strategies, Inc to provide you with expert guidance and support in navigating the complexities of the financial world.
Great Eastern Management Inc
Great Eastern Management Inc is a leading finance institution located at 775 Old Country Road in Westbury, New York, United States. With a strong reputation for excellence in financial management, we offer a wide range of services to meet the needs of our clients. Our team of experienced professionals is dedicated to providing top-notch financial solutions and personalized service to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Great Eastern Management Inc is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.
Interglobo Customs Broker Inc.
Interglobo Customs Broker Inc. is a well-established Italian family-owned international freight and logistics company located at 1400 Old Country Road, Westbury, New York, United States. With a global network of offices on five continents, Interglobo serves a variety of Focus Markets and offers highly tailored services to its customers. The company's focus on technological advancements and operational efficiency ensures a seamless customer experience. Interglobo's commitment to innovation and customer satisfaction sets it apart in the industry. Visit Interglobo Customs Broker Inc. for all your freight and logistics needs.
John Caesar DDS
Welcome to John Caesar DDS, your trusted local dentist located at 239 Smithtown Boulevard, Nesconset, New York. At our practice, we are dedicated to providing exceptional dental care for you and your family in a warm and inviting atmosphere. Our team, led by Dr. John Caesar, combines advanced dental techniques with a compassionate approach to ensure a uniquely comprehensive dental experience. Whether you need routine dental check-ups, restorative treatments, or transformative cosmetic procedures, we offer a full range of services tailored to meet your individual needs. Our commitment to utilizing the latest technologies and staying abreast of advancements in dental care ensures that we deliver the highest standard of treatment for all our patients.
Bella Smiles at Riverhead
Welcome to Bella Smiles at Riverhead, where we transform lives one smile at a time. Located at 54 Commerce Drive, Riverhead, New York, our practice is dedicated to providing exceptional dental care with a personal touch. Under the expert guidance of Dr. Sal Lotardo, a nationally recognized cosmetic dentist, we offer a comprehensive range of family and cosmetic dental services designed to meet your aesthetic and restorative needs. At Bella Smiles, we believe in creating beautiful, healthy smiles that boost your confidence. Whether you're looking for routine dental care, cosmetic enhancements, or restorative treatments, our team is equipped with the latest technology and techniques to deliver outstanding results. From Invisalign to complete smile makeovers, our services are tailored to your individual needs, ensuring a natural appearance and a comfortable experience.
D'Alessandro & Son Contractors Inc.
Welcome to D'Alessandro & Son Contractors, Inc. Located at 5 Dillon Drive, Dix Hills, New York, D'Alessandro & Son Contractors, Inc. has proudly served the community as a trusted general contractor for over 47 years. As a family-owned and operated business spanning two generations, we bring a personal touch and dedication to every project we undertake. Our commitment to excellence is evident in the fact that an owner is present on every job, ensuring top-notch quality and professional customer service.
Gastroenterology East New York
Gastroenterology East New York Welcome to Gastroenterology East New York, your trusted partner in digestive health. Conveniently located at 1797 Pitkin Avenue, Brooklyn, New York 11212, we are dedicated to providing exceptional gastroenterology services to the community. Our team, led by the esteemed Dr. Jack Husney, MD, offers expert care in gastrointestinal endoscopy and liver diseases, ensuring personalized treatment plans for every patient.
Dr. Patricia Happel
Welcome to Dr. Patricia Happel's Practice Located at 267 Carleton Avenue, Central Islip, New York, Dr. Patricia Happel's practice is committed to providing exceptional healthcare services with a focus on family medicine, osteopathic manipulative medicine, obesity medicine, and nutrition. As an Associate Professor and Director of Interprofessional Education, Dr. Happel brings a wealth of knowledge and expertise to her practice, ensuring that patients receive comprehensive and compassionate care.
Christopher Tompkins - Attorney At Law
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.
Simonetti & Associates
Welcome to Simonetti & Associates Located at 50 Station Road, Water Mill, New York, Simonetti & Associates is your trusted partner for navigating the complexities of family law. With over 75 years of combined experience, our team of dedicated attorneys specializes in divorce, divorce mediation, and other family law matters, offering "Really Unbelievable Solutions for all Legal Cases."
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