Financial advice for families in Merrick, NY
13 results found
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Alain Martin - TD Wealth Financial Advisor
● ClosedAlain 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.
275 W Merrick Rd Suite 70, Valley Stream, NY 11580, United States -
Merrill Lynch Financial Advisor Mark A Gutner
● ClosedMerrill Lynch Financial Advisor Mark A Gutner is a renowned financial institution located at 266 Merrick Road, Lynbrook, New York, United States. With over 30 years of experience in the financial services industry, Mark has dedicated over 20 years to Merrill. His passion lies in helping clients manage their wealth effectively to meet their needs. Mark specializes in providing a comprehensive approach to wealth management for individuals and families. As a qualified Senior Portfolio Manager, he can assist clients in pursuing their objectives by managing personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark, a father of two living in Manhattan, currently resides in Rockville Centre, New York with his wife, Allison. At Merrill Lynch Wealth Management, Mark focuses on building personalized financial plans centered around the client's goals and priorities. He believes in understanding each client's unique needs and designing a tailored plan to help them pursue their financial objectives while managing investment risk. Mark's approach is to provide potential solutions that can turn aspirations into reality.
266 Merrick Rd, Lynbrook, NY 11563, United States -
Michael G Conway - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael G Conway is a financial advisor at Ameriprise Financial Services, LLC located at 4510 Merrick Road in Massapequa, New York. With a focus on understanding your financial goals and priorities, Michael offers personalized advice to help you plan for the future. Whether you are saving for college, planning for retirement, or investing for the long term, Michael can help you feel more confident and in control of your financial life. As a registered advisor, Michael G Conway can only conduct securities business with residents of certain states. You can find more information about his background and qualifications on FINRA's BrokerCheck website. Schedule a consultation to discuss your financial goals and learn more about how Michael can help you prepare for the unexpected and achieve your objectives.
4510 Merrick Rd, Massapequa, NY 11758, United States -
Thomas Augustus Matera - Financial Advisor, Ameriprise Financial Services, LLC
● OpenThomas Augustus Matera - Financial Advisor at Ameriprise Financial Services, LLC, located at 4510 Merrick Road, Massapequa, New York, United States, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Thomas can help navigate the ups and downs of the market and plan for a secure retirement. The institution provides background and qualification information on FINRA's BrokerCheck website, as well as a Client Relationship Summary Disclosure. Through the Retirement InteractiveSM tool, clients can explore potential challenges to their retirement income and make informed decisions. Thomas Matera is registered to conduct securities business in select states and is a member of FINRA and SIPC. Ameriprise Financial cannot guarantee future financial results, but is committed to helping clients plan for a secure financial future. Clients are encouraged to refer friends and family members to Thomas Matera for personalized financial guidance.
4510 Merrick Rd, Massapequa, NY 11758, United States -
Klerer Financial Services, Inc.
● OpenKlerer Financial Services, Inc. is a reputable finance institution located at 3272 Merrick Road in Wantagh, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Klerer Financial Services, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Visit them today to see how they can help you secure your financial future.
3272 Merrick Rd, Wantagh, NY 11793, United States -
Oscar Espinal - State Farm Insurance Agent
● ClosedWelcome to the Oscar Espinal State Farm Agency, located in Rockville Center, NY! Our agency proudly serves a wide range of areas including Oceanside, Baldwin, Lynbrook, Valley Stream, Malverne, as well as Nassau and Suffolk Counties. We're also here to assist customers throughout the Five Boroughs and the entire State of New York! With over four years of experience in the insurance and financial services industry, I've had the pleasure of helping numerous customers. As a graduate of Hofstra University, I believe in providing concierge service to all our valued customers. Our team possesses the proficiency and knowledge to address any questions you may have, and we're committed to treating you like family both today and in the future.
566 Merrick Rd, Rockville Centre, NY 11570, United States -
Breeanna Wallace: Allstate Insurance
● ClosedBreeanna Wallace: Allstate Insurance is a reputable insurance agency located at 21619 Merrick Boulevard in New York, United States. With a focus on providing personalized insurance solutions, our team is dedicated to helping clients protect what matters most to them. Whether you're looking for auto, home, life, or business insurance, we offer a wide range of coverage options to meet your specific needs. Contact us today to learn more about how we can help safeguard your assets and provide peace of mind for the future.
21619 Merrick Blvd Ste 202, Laurelton, NY 11413, United States -
John Eyerman: Divorce lawyer NYC
● OpenJohn Eyerman is a reputable divorce lawyer based in New York City. With years of experience and a proven track record of successful cases, he is dedicated to helping his clients navigate the complexities of divorce proceedings. Located at 2209 Helene Avenue in Merrick, New York, John Eyerman is committed to providing personalized and expert legal representation to individuals facing divorce. Whether you are seeking guidance on child custody, asset division, or spousal support, John Eyerman is here to advocate for your best interests. Contact him today to schedule a consultation and take the first step towards a brighter future.
2209 Helene Ave, Merrick, NY 11566, United States -
SGF Law
● ClosedSGF Law, located at 135 Pinelawn Road in Melville, New York, is a boutique firm that offers a personalized approach with the benefits of a large firm. Serving clients throughout Long Island and surrounding areas such as Merrick, Massapequa, Baldwin, and more, SGF Law specializes in estate planning and elder law issues. With over 30 years of experience, the team at SGF Law is dedicated to helping individuals and families navigate important legal matters. Estate planning is crucial for everyone, regardless of age or financial standing. Without proper planning, state law will determine how your assets are distributed. The team at SGF Law is well-versed in estate planning and elder law, with over 45 years of combined experience handling thousands of cases. They can assist with complex issues to ensure proper planning for yourself or an older relative.
135 Pinelawn Rd #250s, Melville, NY 11747, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a finance institution located at 266 Merrick Road, Lynbrook, New York. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We take the time to understand your priorities, retirement goals, education funding, business issues, cash management, and credit strategies. Our branch offers access to Merrill's investing resources and Bank of America's banking convenience to create a framework for addressing financial challenges. We are committed to transparency, trust, and openness, and our advisor teams strive to develop intimate relationships with clients to discuss a wide range of financial needs. Through volunteerism and charitable outreach, we support the communities where we live and work. Our culture is dedicated to providing training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice to help clients pursue their financial goals. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering the skills and knowledge needed to assist individuals in pursuing their unique financial goals. Please consult legal and tax advisors before making any financial decisions. We offer a broad range of brokerage, investment advisory, and other services. Remember that investing involves risk, and past performance does not guarantee future results.
266 Merrick Rd, Lynbrook, NY 11563, United States -
Ohanna Capital
● OpenOhanna Capital is a financial institution located at 90 Merrick Avenue in East Meadow, New York. Specializing in ATM services and finance, Ohanna Capital provides convenient and reliable financial solutions for individuals and businesses in the area. With a commitment to customer satisfaction and professionalism, Ohanna Capital is a trusted partner for all your financial needs.
90 Merrick Ave, East Meadow, NY 11554, United States -
Kahn Stephen H
● OpenKahn Stephen H is an established accounting and finance institution located at 602 Merrick Avenue in East Meadow, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Whether you are an individual or a business owner, Kahn Stephen H is committed to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
602 Merrick Ave, East Meadow, NY 11554, United States -
Fellowship Home Loans
● ClosedFellowship Home Loans, located at 100 Merrick Road, Rockville Centre, New York, United States, is a finance institution dedicated to providing honest, integrity-driven, and Christian-based mortgage lending services. Regardless of faith or background, clients can expect top-tier customer service and competitive loan terms. Whether you're a first-time homebuyer, looking to refinance, or in need of a VA loan, Fellowship Home Loans offers a range of options to suit your needs. With fixed-rate, adjustable-rate, FHA, and VA loans available, clients can trust in the expertise of the team at Fellowship Home Loans to guide them through the process and find the best loan for their specific situation. With a focus on putting clients first and providing tailored advice, Fellowship Home Loans strives to help families achieve their dream of homeownership.
100 Merrick Rd #516e, Rockville Centre, NY 11570, United States
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