Finance professional in Hauppauge, New York
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Hauppauge Capital Group - Morgan Stanley
● OpenHauppauge Capital Group - Morgan Stanley is a reputable finance institution located at 888 Veterans Memorial Highway in Hauppauge, New York. As a branch of the esteemed Morgan Stanley financial services firm, this institution offers a wide range of financial services and investment solutions to individuals, businesses, and institutions. With a team of experienced financial advisors and wealth management professionals, Hauppauge Capital Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking for retirement planning, wealth management, or investment advice, this institution is committed to providing personalized and comprehensive financial solutions to meet your needs.
888 Veterans Memorial Hwy Ste 300, Hauppauge, NY 11788, United StatesAdvertisements -
Hauppauge Tax Advisors
● OpenHauppauge Tax Advisors is a reputable accounting and finance institution located at 700 Veterans Memorial Highway in Hauppauge, New York. Our team of experienced professionals is dedicated to providing top-notch tax advisory services to individuals and businesses in the area. Whether you need help with tax planning, preparation, or compliance, our experts are here to assist you every step of the way. Trust Hauppauge Tax Advisors to help you navigate the complex world of taxes and finances with ease and confidence.
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Tax In Motion
● OpenTax In Motion is a reputable accounting and finance institution located at 1600 Calebs Path in Hauppauge, New York. Our team of experienced professionals is dedicated to providing top-notch tax services, financial advice, and accounting solutions to individuals and businesses in the United States. Whether you need help with tax preparation, bookkeeping, or financial planning, Tax In Motion is here to assist you every step of the way. Trust us to keep your finances in motion and in good hands.
1600 Calebs Path Suite 215, Hauppauge, NY 11788, United States -
Professional & Educational Office
● OpenWelcome to Professional & Educational Office Located at 250 Veterans Memorial Highway in Hauppauge, New York, the Professional & Educational Office is dedicated to serving the community with a focus on excellence and accessibility. As a local government office, we are committed to providing a wide range of services and support to both professionals and educational institutions in the area.
250 Veterans Memorial Highway, Hauppauge, New York 11788, United StatesAdvertisements -
The Quintessential Experience
● OpenThe Quintessential Experience is a top-tier financial institution located at 410 Motor Parkway in Hauppauge, New York. With a reputation for excellence and a commitment to providing exceptional service, The Quintessential Experience offers a wide range of financial services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with retirement planning, our team of experienced professionals is here to help you achieve your financial goals. Visit us today and experience the quintessential difference in finance.
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Bankers Conseco Life Insurance Company
● ClosedBankers Conseco Life Insurance Company, located at 133-33 Brookville Boulevard in New York, is a finance, health, and insurance agency offering a wide range of insurance options. Our experienced agents provide core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, as well as products from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to be prepared and have discussions with your loved ones about future planning.
133-33 Brookville Blvd Ste 318, Queens, NY 11422, United States -
Bankers Conseco Life Insurance Company
● ClosedBankers Conseco Life Insurance Company, located at 1393 Veterans Memorial Highway in Hauppauge, New York, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising cost of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones about planning for the future.
1393 Veterans Memorial Hwy Ste 403s, Hauppauge, NY 11788, United StatesAdvertisements -
Priscila Gomez: Primerica - Financial Services
● OpenPriscila Gomez: Primerica - Financial Services is an insurance agency located at 350 Motor Parkway in Hauppauge, New York. Our team is dedicated to providing comprehensive financial services to help individuals and families achieve their financial goals. Whether you are looking for insurance coverage, investment strategies, or retirement planning, our experienced professionals are here to help. Contact us today to schedule a consultation and start securing your financial future.
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Anthony Reyes, Bankers Life Agent
● OpenAnthony Reyes, Bankers Life Agent, is an insurance agency located at 1393 Veterans Memorial Highway in Hauppauge, New York, United States. Our team of dedicated professionals includes Leah Carroll, Amanda Castillo, Julianna Decicco, Joseph Digiovanni, Amanda Doherty, Susan Fahr-Steinheimer, Tommy Fitzpatrick, Koltyn Fulmer, Christine Gonzalez, Marisa Haynes, Stephen Healey, Vanessa Inesti, Guy Jules, Russell Lee, Xiomara Medina, Daniel Mondesir, Ryan Moore, Janice Murdock, Nasheka Neita, Peter O Keefe, Jason Prew, Thomas Ryan, Lucrezia Tardi, Eugene Tournour, Christopher Welch, Daryl Whitmer, and Darrin Yancey. Our team is committed to providing top-notch insurance services and financial advice to our clients in Hauppauge and beyond. Contact us today for all your insurance needs!
1393 Veterans Memorial Hwy Ste 403s, Hauppauge, NY 11788, United States -
Henry Pimentel: Primerica - Financial Services
● OpenHenry Pimentel: Primerica - Financial Services is a reputable finance and insurance agency located at 350 Motor Parkway in Hauppauge, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Henry Pimentel: Primerica is committed to providing personalized and comprehensive financial services to meet your needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
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The Levinbook Law Firm, P.C.
● ClosedThe Levinbook Law Firm, P.C. is a reputable finance and legal institution located at 140 Adams Avenue in Hauppauge, New York, United States. With a team of experienced lawyers, they provide expert legal services in various areas including finance, business law, real estate, and more. Clients can expect personalized attention and dedicated representation from the professionals at The Levinbook Law Firm, P.C. Whether you are in need of legal advice, representation in court, or assistance with financial matters, this institution is committed to providing top-notch service to meet your needs.
140 Adams Ave Suite B-11, Hauppauge, NY 11788, United States -
TFG Accounting and Tax
● ClosedTFG Accounting and Tax, located at 120 White Plains Road in Tarrytown, New York, has been providing comprehensive accounting, audit, tax, and business consulting services since 1996. As part of The Fuoco Group, they offer a range of financial advisory services through their TFG Related Entities, including TFG Financial Advisors, TFG Risk Management, and TFG Business Advisors. Their team of Certified Public Accountants understands the unique financial needs of individuals, families, entrepreneurs, and business owners, offering innovative solutions to help them achieve their goals. From tax-saving strategies to comprehensive financial management, TFG Accounting and Tax provides customized options for growth and legacy building.
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Mitlin Financial, Inc.
● ClosedMitlin Financial, Inc. is a leading finance institution located at 140 Adams Avenue in Hauppauge, New York, United States. With a strong reputation for providing personalized financial planning and investment management services, Mitlin Financial, Inc. is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of services, including retirement planning, estate planning, tax planning, and investment strategies. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Mitlin Financial, Inc. is committed to providing expert guidance and support every step of the way.
140 Adams Ave Suite B-12, Hauppauge, NY 11788, United StatesAdvertisements -
North Shore Wealth Management Advisors, Inc.
● ClosedNorth Shore Wealth Management Advisors, Inc. is a finance institution located at 200 Motor Parkway, Hauppauge, New York, United States. Our website offers a range of calculators to help you better understand your finances. We are dedicated to providing expert advice and guidance to help you meet your financial goals. Our mission is to serve our clients with integrity, courtesy, and respect. We are proud to offer professional services to clients in the New York Metro Tri-State Area and across the United States. Securities are offered through American Portfolios Financial Services, Inc. and investment advisory services are offered through American Portfolios Advisors, Inc. North Shore Wealth Management Advisors, Inc. is committed to serving your unique needs and helping you achieve financial success.
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First Financial Services
● OpenFirst Financial Services is a leading finance institution located at 38 Kings Highway in Hauppauge, New York. We offer a wide range of financial services to individuals and businesses, including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to buy a home, start a business, or plan for retirement, First Financial Services is here to help you every step of the way. Visit us today to learn more about how we can assist you with all of your financial needs.
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COMPLIANCE EXCHANGE GROUP
● ClosedCOMPLIANCE EXCHANGE GROUP is a finance institution located at 150 Motor Parkway in Hauppauge, New York, United States. Specializing in compliance services for financial institutions, they offer expert guidance and support to ensure regulatory compliance and risk management. With a team of experienced professionals, COMPLIANCE EXCHANGE GROUP helps clients navigate complex regulatory environments and stay ahead of industry standards. Their tailored solutions and strategic approach make them a trusted partner for financial institutions looking to enhance their compliance practices.
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Kuttin Wealth Management - Ameriprise Financial Services, LLC
● ClosedKuttin Wealth Management - Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway in Hauppauge, New York, is a top-rated finance institution recognized by Barron's as one of the Top 100 Private Wealth Management Teams for 2023. Led by Jonathan Kuttin, the team offers personalized financial planning services to help clients navigate the uncertainty of the market and achieve their financial goals. With a focus on individualized investment strategies and asset allocation, Kuttin Wealth Management works closely with clients to understand their goals, risk tolerance, and life changes. Regular meetings are held to review progress, update strategies, and track performance towards achieving financial objectives.
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Wealth Management Solutions, LLC
● ClosedWealth Management Solutions, LLC is a premier finance institution located at 700 Veterans Memorial Highway in Hauppauge, New York, United States. Our team of experienced professionals provides tailored wealth management solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are dedicated to providing personalized guidance and strategies to help you succeed. Contact us today to learn more about how we can help you secure your financial future.
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Steel Ridge Advisors
● ClosedSteel Ridge Advisors is a reputable finance institution located at 1377 Motor Parkway in Hauppauge, New York, United States. With a team of experienced financial advisors, Steel Ridge Advisors offers a wide range of financial services to help clients achieve their financial goals. Whether it's investment management, retirement planning, or wealth preservation, Steel Ridge Advisors works closely with clients to develop personalized strategies tailored to their individual needs. Trustworthy and professional, Steel Ridge Advisors is dedicated to providing top-notch financial guidance and support to help clients navigate the complexities of the financial world.
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Brian Batter
● ClosedBrian Batter is a reputable finance institution located at 1300 Veterans Memorial Highway in Hauppauge, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help. Trust Brian Batter for all your financial needs.
1300 Veterans Memorial Hwy # 130, Hauppauge, NY 11788, United States -
Lincoln Investment
● OpenLincoln Investment is a reputable finance institution located at 644 Veterans Memorial Highway in Hauppauge, New York. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, we are here to help. With a focus on integrity and excellence, Lincoln Investment is committed to helping you secure your financial future. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
644 Veterans Memorial Hwy, Hauppauge, NY 11788, United States -
MCINTOSH TAX AND ASSET MANAGEMENT GROUP
● ClosedMCINTOSH Tax and Asset Management Group is a leading finance institution located at 410 Motor Parkway in Hauppauge, New York. Our team of experienced professionals specializes in providing expert tax and asset management services to individuals and businesses. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you with your financial needs.
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Allstate Financial Services - Thomas Kostulas
● ClosedAllstate Financial Services - Thomas Kostulas is a reputable finance and insurance agency located in Hauppauge, New York, United States. With a strong focus on providing personalized financial solutions and insurance options, this institution is dedicated to helping individuals and families secure their financial future. Led by experienced professionals like Thomas Kostulas, clients can expect top-notch service and expert advice on a wide range of financial products. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Allstate Financial Services has the expertise to meet your needs and exceed your expectations.
878 Veterans Hwy Ste 400, Hauppauge, NY 11788, United States -
magii inc.
● ClosedMagii Inc. is a leading finance institution located at 490 Wheeler Road in Hauppauge, New York. With a strong reputation for excellence in the financial industry, Magii Inc. offers a wide range of financial services to clients in the United States. Our team of experienced professionals is dedicated to providing personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Magii Inc. is here to help. Visit us today to learn more about how we can help you secure your financial future.
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Conrad Capital Management Inc.
● ClosedConrad Capital Management Inc. is a reputable finance and insurance agency located at 1300 Veterans Memorial Highway in Hauppauge, New York, United States. With a strong commitment to providing top-notch financial services to its clients, Conrad Capital Management Inc. offers a wide range of investment and insurance solutions tailored to meet individual needs and goals. Their team of experienced professionals is dedicated to helping clients achieve financial success and security. Whether you are looking to invest for the future or protect your assets, Conrad Capital Management Inc. is here to help you every step of the way.
1300 Veterans Memorial Hwy Suite 230, Hauppauge, NY 11788, United StatesAdvertisements -
RICHARD F. MILELLA
● OpenRichard F. Milella is a prestigious financial institution located at 1393 Veterans Memorial Highway in Hauppauge, New York. With a strong reputation for excellence in the finance industry, Richard F. Milella offers a wide range of financial services to individuals and businesses. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Richard F. Milella is committed to delivering top-notch service and expertise. Visit their office in Hauppauge to learn more about how they can help you secure your financial future.
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Nicholas Biscardi - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedNicholas Biscardi - Financial Advisor, Ameriprise Financial Services, LLC, located at 2150 Joshuas Path, Hauppauge, New York, United States, offers a range of financial services and expertise. Nicholas Biscardi holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his commitment to providing high-quality financial advice. From asset management to estate planning, retirement planning to investment strategies, Nicholas Biscardi is equipped to assist individuals, retirees, small business owners, and high net worth clients with their financial needs. With a focus on ethics and professionalism, Nicholas Biscardi is dedicated to helping clients make informed decisions and achieve their financial goals. Whether you are looking for advice on annuities, retirement planning, or estate planning, Nicholas Biscardi can provide expert guidance tailored to your specific needs.
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Claire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedClaire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. Claire Kemp Fitz holds various certifications including 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®. The institution offers comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Claire Kemp Fitz and her team are dedicated to providing expert advice and guidance in asset management, investment opportunities, estate planning, insurance products, retirement planning, and more. With a focus on ethics and professionalism, Claire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC is a trusted partner in helping clients achieve their financial goals."
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Jeffrey J. Quinn - Wilmington Advisors @ M&T
● ClosedJeffrey J. Quinn - Wilmington Advisors @ M&T is a finance institution located at 100 Motor Parkway in Hauppauge, New York, United States. With a team of experienced financial advisors, they offer a wide range of services to help clients manage their wealth and achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, the professionals at Jeffrey J. Quinn - Wilmington Advisors @ M&T are dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and let them help you secure a prosperous financial future.
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Lebenthal Global Advisors, LLC
● ClosedLebenthal Global Advisors, LLC is a finance institution located at 200 Parkway Drive South in Hauppauge, New York, United States. With a rich history dating back to the iconic image of a farmer guiding a horse-drawn plow, Lebenthal continues to uphold the values of hard work, patience, and responsible investing. Their team of experts is dedicated to helping individuals achieve their financial goals through a disciplined approach to investing. Please note that the information provided on their website is not intended as tax or legal advice, and individuals should consult with professionals for specific guidance. Securities are offered through Lebenthal Financial Services, a member of FINRA/SIPC, while investment advisory services are provided by Lebenthal Global Advisors, LLC. For personalized financial advice tailored to your individual circumstances, needs, and goals, contact the team at Lebenthal Global Advisors, LLC.
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