TOP 30 Finance advisor usa in Kings Park, New York

10 results found

Edward Jones - Financial Advisor: Wayne R Buess, AAMS™ is a finance institution located at 82 Main Street in Kings Park, New York, United States. As a trusted financial advisor, Wayne R Buess, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the guidance of Edward Jones. Whether you are planning for retirement, saving for your child's education, or investing for the future, Wayne R Buess, AAMS™ is dedicated to helping you navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Jeff King is a reputable finance institution located at 1714 U.S. 9 in New York, United States. Jeff King is a trusted financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, Edward Jones - Financial Advisor: Jeff King is committed to helping clients secure their financial future. Whether you are looking to plan for retirement, save for your child's education, or grow your investment portfolio, Jeff King is dedicated to providing tailored solutions to meet your unique needs. Contact Edward Jones - Financial Advisor: Jeff King today to start planning for a more secure financial future.

Merrill Lynch Financial Advisor Adam G Wood is a finance institution located at 50 New York 111, Smithtown, New York, United States. Adam is an estate planning attorney turned financial advisor, with a background in running a successful law firm for nearly ten years. He specializes in guiding affluent entrepreneurs, business founders, and executives through key financial decisions, leveraging his knowledge and the resources of Merrill and Bank of America. Adam focuses on creating personalized wealth planning strategies to help clients achieve their goals for financial, business, philanthropy, and intergenerational wealth. He is dedicated to removing clients' emotional burdens and helping them follow a mutually agreed-upon strategy. Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor's degree from University of Scranton. He is also actively involved in his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, live in Kings Park, New York, with their two daughters and a son. At Merrill Lynch Wealth Management, the focus is on building and documenting personalized plans centered on clients' goals and priorities. The institution believes in a values-based approach to financial planning and aims to help clients achieve emotional fulfillment and lasting financial stability. By managing clients' decisions around money, rather than just their money, the institution seeks to unlock multiples of value for clients. Adam Wood is registered to do business in several states including CA, CT, FL, MA, NJ, NY, OH, PR, and TN. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.

Main Street Financial Group is a finance and insurance agency located at 80 East Main Street in Kings Park, New York. Our experienced team of financial experts is dedicated to providing personalized financial planning and insurance solutions to help our clients achieve their financial goals. Whether you are looking to invest for the future, protect your assets, or plan for retirement, Main Street Financial Group is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Leopin and Son Tax Service is a reputable accounting and finance institution located at 150 Main Street in Kings Park, New York, United States. With years of experience in the industry, our team of professional accountants and financial experts are dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our knowledgeable staff is here to help you navigate through complex financial matters with ease. Trust Leopin and Son Tax Service to handle all of your accounting and finance needs with precision and care.

342 Accounting & Tax Service is a reputable financial institution located at 211 Ardito Avenue in Kings Park, New York, United States. Specializing in accounting and tax services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complex world of finances with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, 342 Accounting & Tax Service is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial goals.

Adam Okula - State Farm Insurance Agent is an insurance agency located at 937 Willis Avenue, Albertson, New York, United States. The institution is just 1 block south of IU Willets Rd, on the west side with parking available in the rear. They offer a wide range of insurance services including Car Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, and Insurance for Small Businesses. Serving customers throughout New York State, including Nassau County, Suffolk County, Queens County, Kings County, and more. Adam Okula, a finance graduate from SUNY at Old Westbury, has been serving State Farm customers since 1981. He is an Honor Agent Qualifier for Auto & Fire Insurance and a Century Club Qualifier for Life Insurance. The institution is a member of the Chamber of Commerce of the Williston's and is actively involved in the local community.

Katz's Taxes Property Grievance Group Inc. is a finance institution located at 1 Village Plaza in Kings Park, New York, United States. Specializing in property tax grievances, Katz's Taxes helps homeowners navigate the complex process of appealing their property assessments to potentially lower their tax bills. With a team of experienced professionals, Katz's Taxes provides personalized service and expert guidance to assist clients in maximizing their savings. Trust Katz's Taxes Property Grievance Group Inc. to help you with your property tax needs.

Welcome to Chase Bank, conveniently located at 38 Indian Head Road, Kings Park, New York 11754. We are a leading financial institution dedicated to providing comprehensive banking and financial services to our community. As a full-service bank, we offer a wide range of services including ATMs, personal and business banking, and financial management solutions. Our Business Banking team is here to support you with expert guidance on improving cash flow, credit solutions, and payroll management. We also offer a suite of digital services, including online and mobile banking, to ensure convenience and flexibility in managing your finances. Business credit cards and payment acceptance solutions are tailored to meet the needs of businesses of all sizes.

Welcome to Chase ATM in Kings Park, New York Located conveniently at 38 Indian Head Road, Kings Park, NY 11754, our Chase ATM provides easy access to your financial needs. As a trusted name in finance, Chase offers a wide range of services designed to support both personal and business banking.