Financial advisor benefits in Merrick, New York

United Benefit Solutions, LLC is a leading insurance agency located at 100 Merrick Road in Rockville Centre, New York. Our dedicated team of professionals is committed to providing top-notch insurance solutions to individuals and businesses alike. With a focus on customer service and personalized attention, we strive to help our clients find the best coverage options to meet their needs. Whether you are looking for health, life, or disability insurance, we have the expertise to guide you through the process and ensure you are properly protected. Trust United Benefit Solutions, LLC for all your insurance needs.

Prudential | Richard Burg | Life Insurance & Financial Services is a reputable finance and insurance agency located at 2982 Judith Drive in Merrick, New York. With a focus on providing quality life insurance and financial services, our experienced team is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are looking for life insurance coverage or investment opportunities, we are here to assist you every step of the way. Contact us today to learn more about our services and how we can help you achieve your financial goals.

but it is certainly worth considering. "The Merrill Lynch Financial Advisor Jeremy Jacobs" institution, located at 266 Merrick Road, Lynbrook, New York, United States, is dedicated to managing your wealth with a personalized and flexible strategy tailored to your unique financial goals. The institution offers access to investment insights from Merrill and banking solutions from Bank of America, ensuring a comprehensive approach to wealth management. The team at Merrill Lynch Wealth Management, led by Jeremy Jacobs, is committed to building strong client relationships based on trust and personalized service. By conducting a Merrill Personal Wealth Analysis™, the institution can develop a personalized plan centered on your goals and priorities. With a focus on understanding your financial aspirations and priorities, the institution aims to help you achieve your goals through a tailored financial approach. Through ongoing discussions and adjustments to your financial plan, the institution ensures that your approach reflects changes in your life and the financial markets. With a mission to understand you and what matters most to you, the institution offers a personalized approach to managing investment risk and turning your goals into reality. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, the institution can help you develop a plan to address your financial needs. With a dedicated Merrill advisor by your side, you can benefit from personalized investment strategies and comprehensive financial solutions to help you pursue your goals. Contact "The Merrill Lynch Financial Advisor Jeremy Jacobs" institution today to start building a customized investment approach that reflects your unique needs and priorities.

Pinnacle Taxx Advisors Inc is a reputable finance institution located at 3394 Merrick Road in Seaford, New York, United States. With a team of experienced financial experts, Pinnacle Taxx Advisors Inc provides comprehensive tax advisory services to individuals and businesses. Whether you need assistance with tax planning, preparation, or resolution, their knowledgeable staff is dedicated to helping you navigate the complexities of the tax system and achieve your financial goals. Trust Pinnacle Taxx Advisors Inc to provide you with expert guidance and personalized solutions for all your tax needs.

Al Osbourne is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Al Osbourne 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®. Al Osbourne specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. As a Certified Military Financial Advisor®, Al Osbourne is also trained to serve veterans and active duty military personnel. With a strong focus on ethics and expertise in various financial areas, Al Osbourne is dedicated to helping clients achieve their financial goals and secure their financial future.

James Newkirk is a Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States. James 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications highlight James' expertise in asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, James Newkirk can provide comprehensive financial advice tailored to your specific needs. Contact James Newkirk today for expert financial guidance.

Farmers Insurance - Nestor Morales is an insurance agency located at 268 Merrick Road in Rockville Centre, New York, United States. Nestor Morales, the owner of the agency, has a diverse background in the mortgage and entertainment industries before transitioning into the insurance business in 2012. With a strong code of ethics and a commitment to providing value to clients, Nestor aims to make a positive impact on the planet and local communities through the Farmers platform. The agency offers a range of insurance products, including car, home, life, renters, business, condo, and recreational insurance. Additionally, they provide financial services to help clients build a solid financial plan for the future. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers underwrite the policies offered by the agency. For more information or to get a quote, clients can contact Nestor Morales at the agency's location in Rockville Centre.

Marwan Jaser - State Farm Insurance Agent is a reputable insurance agency located at 1012 Jerusalem Avenue, Merrick, New York, United States. The institution values personalized service and ensures that customers are adequately protected without compromising on cost. The institution offers a wide range of insurance options, including auto insurance, homeowner's insurance, renter's insurance, life insurance, health insurance, and more. The experienced team at Marwan Jaser Agency is committed to serving customers in the Long Island area with their insurance and financial services needs. The agency also provides security tips for connected smart homes and educates on the dangers of drunk driving. With a focus on giving back to the community, the agency is dedicated to making a positive impact on the lives of others. State Farm also offers pet insurance products through American Pet Insurance Company and ZPIC Insurance Company. Visit Marwan Jaser - State Farm Insurance Agent for a free quote and policy review to ensure you are adequately protected.

Merrill 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.