Financial advice services in New York, NY
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Plan 4, Inc.
β OpenPlan 4, Inc. is a reputable finance institution located at 350 Old Country Road in Garden City, New York, United States. With a strong commitment to providing top-notch financial services, Plan 4, Inc. offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our team of experienced professionals is dedicated to helping you navigate the complexities of the financial world. Trust Plan 4, Inc. to be your partner in financial success.
350 Old Country Rd # 101, Garden City, NY 11530, United States -
CPA Clinics
β OpenCPA Clinics is a leading institution specializing in accounting and finance services, located at 1080 Old Country Road in Westbury, New York, United States. Our team of certified public accountants (CPAs) is dedicated to providing expert financial advice and assistance to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or business consulting, our experienced professionals are here to help. Visit CPA Clinics today and let us help you achieve your financial goals.
1080 Old Country Rd, Westbury, NY 11590, United States -
Steven M. Sabilia, CPA, P.C.
β OpenSteven M. Sabilia, CPA, P.C. is a reputable accounting and finance institution located at 200 Hempstead Avenue in Lynbrook, New York, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, financial planning, auditing, and more. The team of professionals at Steven M. Sabilia, CPA, P.C. is dedicated to providing top-notch financial solutions to individuals and businesses in the area. Whether you need help with tax compliance or strategic financial advice, this institution is committed to helping you achieve your financial goals.
200 Hempstead Ave, Lynbrook, NY 11563, United States -
IMA Tax and Accounting LLC
β OpenIMA Tax and Accounting LLC is a top-notch accounting and finance institution located at 405 RXR Plaza, Uniondale, New York, United States. We are a full-service tax preparation, tax advisor, and accounting firm that specializes in modern solutions to help our clients reach their full financial potential. Our experienced team offers a wide range of financial services to both businesses and individuals. If you're looking for expert financial advice, feel free to reach out to us by phone or email. We look forward to helping you achieve your financial goals.
405 RXR Plaza, Uniondale, NY 11556, United States -
Hamilton Capital
β OpenHamilton Capital is a finance institution located at 31 South Merrick Avenue in Merrick, New York. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Hamilton Capital is here to help you every step of the way. Contact us today to learn more about how we can assist you in achieving financial success.
31 S Merrick Ave # 150, Merrick, NY 11566, United States -
C. E. Gaye & Sons Securities Ltd.
β OpenC. E. Gaye & Sons Securities Ltd. is a full-service securities firm located at 2116 Merrick Avenue in Merrick, New York. Founded in Long Island in 1954, our firm offers the services and financial strength of a large national firm with the personalized service of a local firm. We provide a range of financial services and products, including securities and advisory services through Prospera Financial Services, Inc. Member FINRA/SIPC. At C. E. Gaye Securities, we offer access to a library of videos covering various financial topics and calculators to help estimate answers to common financial questions. Please note that the information provided on our website is for general use and individual situations may vary. We recommend seeking advice from your own tax or legal counsel, especially for estate planning.
2116 Merrick Ave, Merrick, NY 11566, United States -
John P Spinelli, CPA, CFP, P.C.
β OpenJohn P Spinelli, CPA, CFP, P.C. is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, they are dedicated to helping you achieve your financial goals. Trust John P Spinelli, CPA, CFP, P.C. for all your accounting and finance needs.
100 Merrick Rd #514, Rockville Centre, NY 11570, United States -
Stuart, Edelstein, Linderman & Co., Inc.
β OpenStuart, Edelstein, Linderman & Co., Inc. is an accounting and finance institution located at 2088 Newbridge Road in Bellmore, New York, United States. Our services go beyond just crunching numbers - we provide deep analysis and strategic guidance to help you make informed business decisions. From payroll processing to managing cash flow, we are here to take the stress out of running your business. Our commitment to professional service providers is unwavering, and we strive to help you build successful enterprises. With our online apps, you can easily conduct business with us and stay on top of your finances. Let us help you navigate business debt, utilize technology effectively, and maintain a human-centric approach in the age of AI. With our expertise and guidance, your small business can not only survive supply chain disruptions but emerge stronger than ever. Contact us today to learn more about how we can support the wellness of your business, body, and mind.
2088 Newbridge Rd, Bellmore, NY 11710, United States -
Rnr Securities LLC
β OpenRnr Securities LLC is a finance institution located at 1802 Hempstead-Bethpage Turnpike in East Meadow, New York, United States. Specializing in investment services, Rnr Securities LLC offers a range of financial products and solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides personalized advice and guidance to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Rnr Securities LLC is dedicated to helping you navigate the complex world of finance with confidence.
1802 Hempstead-Bethpage Tpke, East Meadow, NY 11554, United States -
We Advance Now
β OpenWe Advance Now is a forward-thinking institution located at 776 West Beech Street in Long Beach, New York. We are dedicated to advancing education, innovation, and progress in our community and beyond. Our programs and initiatives are designed to empower individuals to reach their full potential and make a positive impact on the world. Join us in our mission to advance now!
776 W Beech St, Long Beach, NY 11561, United States -
Dominick DiBona - Raymond James
β OpenDominick DiBona - Raymond James is a finance institution located at 401 Franklin Avenue in Garden City, New York, United States. With a focus on providing expert financial services and advice, clients can trust in the experienced professionals at Dominick DiBona - Raymond James to help them navigate their financial goals and investments. Whether you are looking to plan for retirement, manage your wealth, or invest for the future, this institution offers personalized solutions tailored to each individual's needs. Trustworthy, reliable, and dedicated to helping clients achieve financial success, Dominick DiBona - Raymond James is a premier choice for all your financial needs.
401 Franklin Ave Ste 320, Garden City, NY 11530, United States -
Daniel G. Mazzola, CFA, CPA
β OpenDaniel G. Mazzola, CFA, CPA is a prestigious finance institution located at 91 Bayview Avenue in Massapequa, New York, United States. Led by the highly qualified and experienced Daniel G. Mazzola, who holds both the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations, the institution offers expert financial services to clients. With a strong focus on providing personalized and professional financial advice, Daniel G. Mazzola, CFA, CPA is committed to helping individuals and businesses achieve their financial goals.
91 Bayview Ave, Massapequa, NY 11758, United States -
Intention Wealth Management: A Northwestern Mutual office
β OpenIntention Wealth Management is a Northwestern Mutual office located at 1225 Franklin Avenue in Garden City, New York. As a finance institution, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. We offer a range of services including investment planning, retirement planning, estate planning, and insurance solutions. Our personalized approach ensures that each client receives tailored advice and strategies to optimize their wealth management. Trust Intention Wealth Management to guide you towards financial success and peace of mind.
1225 Franklin Ave #300, Garden City, NY 11530, United States -
Mark McAfee
β OpenMark McAfee is a financial institution located at 1050 Franklin Avenue in Garden City, New York. As an ATM and finance provider, we offer a range of services to help you manage your money effectively. Our experienced team is dedicated to providing top-notch customer service and assisting you with all your financial needs. Whether you need to withdraw cash, make a deposit, or seek financial advice, Mark McAfee is here to help. Visit us today to experience the convenience and reliability of our services.
1050 Franklin Ave, Garden City, NY 11530, United States -
Merrill Lynch Wealth Management
β OpenMerrill 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.
100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753, United States -
Laurel Hill Advisory Group
β OpenLaurel Hill Advisory Group is a leading institution located at 2 Robbins Lane in Jericho, New York, United States. They are North America's only independent, cross border proxy solicitation firm with a proven record of success in proxy contests for 16 years. They offer a curated collection of the latest information, articles, analysis, and trends in Shareholder Communications and Corporate Governance. Their Podcasts feature guest speakers on a wide range of subjects impacting Investor Relations, Shareholder Activism, and Unclaimed Property Compliance. During challenging times, they provide expert advice and support to guide businesses through difficulties. They value their relationship with clients and encourage staying connected for assistance.
2 Robbins Ln #201, Jericho, NY 11753, United States -
Gold Coast Wealth Management
β OpenGold 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.
1 Jericho Plaza #201, Jericho, NY 11753, United States -
Long Island Planning Group
β OpenThe Long Island Planning Group, located at 6800 West Jericho Turnpike in Syosset, New York, is a finance institution founded by Robert Israel in 1975. Specializing in offering a wide range of financial products and services, the institution helps clients coordinate their life insurance, health insurance, disability insurance, and long-term care insurance needs with their financial goals. The team at Long Island Planning Group works with both individuals and businesses to create diversified portfolios that align with their specific objectives. The main goal of the institution is to establish and maintain long-term relationships with clients by understanding their needs and offering experienced financial advice and strategies. Collaboration with clients' advisors such as CPAs, attorneys, bankers, trustees, and trust officers is a key part of their team-oriented approach. Periodic reviews are conducted to ensure that clients' financial goals are being pursued effectively, even as they evolve over time.
6800 W Jericho Turnpike # 203W, Syosset, NY 11791, United States -
First Long Island Investors, LLC
β OpenFirst Long Island Investors, LLC is a finance institution located at 1 Jericho Plaza in Jericho, New York, United States. With a focus on personalized service and tailored financial solutions, they specialize in wealth management, investment advisory services, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, First Long Island Investors, LLC is committed to providing strategic guidance and expert advice to help you make informed financial decisions.
1 Jericho Plaza, Jericho, NY 11753, United States -
Marino Menz & Co LLC
β OpenMarino Menz & Co LLC is a reputable accounting and finance institution located at 333 Jericho Turnpike in Jericho, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Marino Menz & Co LLC to provide accurate and reliable financial advice tailored to their specific needs. Their commitment to excellence and attention to detail sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance.
333 Jericho Turnpike, Jericho, NY 11753, United States -
West Capital Consultants
β OpenWest Capital Consultants is a leading finance institution located at 32 President Street in Hempstead, New York. With a team of experienced financial experts, we provide a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, our dedicated team is here to help you achieve your financial goals. Contact us today to learn more about how West Capital Consultants can help you secure your financial future.
32 President St, Hempstead, NY 11550, United States -
Loretta Grief-Barbaro, EA
β OpenLoretta Grief-Barbaro, EA is a reputable financial institution located at 2944 Valentine Place in Wantagh, New York, United States. Specializing in tax preparation and financial planning services, Loretta Grief-Barbaro, EA offers expert advice and personalized solutions to help individuals and businesses manage their finances effectively. With a commitment to excellence and a dedication to client satisfaction, this institution is a trusted partner in achieving financial goals and securing a stable financial future.
2944 Valentine Pl, Wantagh, NY 11793, United States -
HVS
β OpenHVS is a renowned finance institution located at 1400 Old Country Road in Westbury, New York, United States. With a strong reputation for providing expert financial services, HVS is a trusted partner for individuals and businesses seeking sound financial advice and assistance. The institution's knowledgeable team of professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment guidance, retirement planning, or assistance with managing your assets, HVS is committed to providing top-notch financial solutions tailored to your specific needs. Visit HVS today to experience the difference that expert financial guidance can make in your life.
1400 Old Country Rd #105N, Westbury, NY 11590, United States -
Puntillo Team - Morgan Stanley
β OpenPuntillo Team - Morgan Stanley is a finance institution located at Two Jericho Plaza in Jericho, New York, United States. As a part of the prestigious Morgan Stanley brand, Puntillo Team offers a wide range of financial services to clients, including wealth management, investment advice, and retirement planning. With a team of experienced professionals, Puntillo Team is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you navigate the complex world of finance.
Two Jericho Plaza, Jericho, NY 11753, United States -
Michael J Weinstein
β OpenMichael 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.
2 Jericho Plaza Suite #113, Jericho, NY 11753, United States -
PareShah Partners
β OpenPareShah Partners is a leading finance and insurance agency located in Hicksville, New York. With a prime location at 960 South Broadway, this institution offers a wide range of financial services to individuals and businesses in the United States. Their team of experienced professionals are dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are looking for insurance coverage or financial planning advice, PareShah Partners is committed to helping you achieve your goals. Visit them today to learn more about their services and how they can assist you in securing your financial future.
960 S Broadway #115b, Hicksville, NY 11801, United States -
Louis C. Ciliberti & Associates, Ltd.
β OpenLouis C. Ciliberti & Associates, Ltd. is a renowned finance institution located at 980 Old Country Road in Plainview, New York, United States. With a strong reputation for providing expert financial services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, our experienced team is here to provide personalized solutions tailored to your individual needs. Trust Louis C. Ciliberti & Associates, Ltd. for all your finance needs.
980 Old Country Rd, Plainview, NY 11803, United States -
Gary Marcus, CPA
β OpenGary Marcus, CPA is a reputable accounting and finance institution located at 2965 Bluepoint Court in Wantagh, New York. With years of experience in the industry, Gary Marcus and his team provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, their expertise and dedication ensure that clients receive the best possible financial advice and solutions. Trust Gary Marcus, CPA for all your accounting and finance needs in the United States.
2965 Bluepoint Ct, Wantagh, NY 11793, United States -
Doral Asset Managers Inc
β OpenDoral Asset Managers Inc is a leading finance institution located at 248 North Maple Street in Massapequa, New York. With a strong track record of managing assets and providing financial services, Doral Asset Managers Inc is dedicated to helping clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies and expert advice to help clients navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Doral Asset Managers Inc is committed to providing superior financial solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.
248 N Maple St, Massapequa, NY 11758, United States -
Susan M. Martin CPA, PC
β OpenSusan M. Martin CPA, PC is a reputable accounting and finance institution located at 1055 Stewart Avenue in Bethpage, New York, United States. With a team of highly experienced professionals, they provide a wide range of services including tax preparation, financial planning, and auditing. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with tax compliance or strategic financial advice, Susan M. Martin CPA, PC is dedicated to helping you achieve your financial goals.
1055 Stewart Ave # 10, Bethpage, NY 11714, United States
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