TOP 10 Financial advisor firm in Huntington, NY
12 results found
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Dynamic Financial Services, Ltd.
● ClosedDynamic Financial Services, Ltd. is a leading finance institution located at 36 Schiller Avenue in Huntington Station, New York, United States. With a strong reputation for providing innovative financial solutions, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Dynamic Financial Services, Ltd. is here to help. Contact us today to learn more about how we can support your financial needs.
36 Schiller Ave, Huntington Station, NY 11746, United States -
Client Focused Advisors, member of Royal Alliance Associates
● ClosedClient Focused Advisors, a member of Royal Alliance Associates, is a leading finance institution located at 191 New York Avenue in Huntington, New York. Our dedicated team of advisors is committed to providing personalized financial solutions tailored to meet the unique needs and goals of each client. With a focus on building long-lasting relationships, we strive to deliver exceptional service and guidance to help our clients achieve financial success. Whether you are planning for retirement, investing for the future, or seeking advice on wealth management, Client Focused Advisors is here to support you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.
191 New York Ave 2nd Floor-Suite, Huntington, NY 11743, United States -
Empire CPA Tax Accountant & Bookkeeping Of Huntington
● ClosedEmpire CPA Tax Accountant & Bookkeeping of Huntington is a professional accounting and finance institution located at 133C New York Avenue in Huntington, New York, United States. With a team of experienced and knowledgeable CPAs, they provide a wide range of services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Empire CPA is dedicated to helping you navigate the complexities of tax laws and financial management. Their personalized approach and attention to detail ensure that clients receive the highest level of service and expertise. Visit Empire CPA Tax Accountant & Bookkeeping of Huntington for all your accounting and finance needs.
133C New York Ave #770, Huntington, NY 11743, United States -
Christopher Kuber - Financial Consultant, Ameriprise Financial Services, LLC
● OpenChristopher Kuber, a financial consultant at Ameriprise Financial Services, LLC, located at 7 East Carver Street in Huntington, New York, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Christopher works closely with clients to document their goals, track progress, and adjust strategies as life changes. Clients can access their investments and accounts from any device, securely track progress, and schedule complimentary initial consultations to discuss financial planning concepts. Christopher Kuber is registered to conduct securities business in select states and clients can verify his qualifications on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, cannot guarantee future financial results but is committed to helping clients achieve their financial goals. Feel free to refer friends and family members for personalized financial guidance from Christopher Kuber.
7 E Carver St, Huntington, NY 11743, United States -
Brendan Joseph Carey - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBrendan Joseph Carey - Financial Advisor at Ameriprise Financial Services, LLC, located at 7 East Carver Street, Huntington, New York, United States, offers personalized financial planning services tailored to your individual goals and risk tolerance. From retirement planning to major purchases, Brendan provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial strategy adapts to life changes. With secure online access to your accounts, you can track your progress towards your goals anytime, anywhere. Schedule a complimentary initial consultation to learn more about how Brendan can help you reach your financial goals. Please note that Brendan may only conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Contact Brendan today to discuss your financial priorities and start working towards a secure financial future.
7 E Carver St, Huntington, NY 11743, United States -
Traverse Capital Management LLC
● ClosedTraverse Capital Management LLC is a leading finance institution located at 82 Main Street in Huntington, New York, United States. Our team of experienced professionals specializes in providing personalized investment management services to help our clients achieve their financial goals. With a focus on integrity, transparency, and client satisfaction, we are dedicated to delivering superior results and building long-lasting relationships with our clients. Contact us today to learn more about how we can help you navigate the complexities of the financial markets and secure your financial future.
82 Main St Suite 300, Huntington, NY 11743, United States -
Gold Tax Professionals
● ClosedGold Tax Professionals is a reputable accounting and finance institution located at 712 East Jericho Turnpike in Huntington Station, New York. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses in the United States. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and maximize their tax savings. Trust Gold Tax Professionals for all your accounting and finance needs.
712 E Jericho Turnpike A, Huntington Station, NY 11746, United States -
The Accredited Group
● ClosedThe Accredited Group is a boutique business development firm located at 1 Huntington Quadrangle in Melville, New York. Specializing in finance, The Accredited Group offers a wide range of financial products to help small businesses grow and succeed. With over 15 years of experience, TAG is dedicated to providing the best possible solutions to its clients, always putting customer service first. From quick funding to reducing credit card processing fees, TAG is committed to helping businesses thrive. Connect with a dedicated Business Financing Advisor to explore the best offers from their marketplace of lenders and customize a product line to meet your business needs. Whether you're looking to build your empire or secure a revolving line of credit, TAG is here to help you every step of the way. Contact The Accredited Group today to learn more about their business and mortgage solutions and take the first step towards securing funding for your business.
1 Huntington Quadrangle, Melville, NY 11747, United States -
Safe Harbor Asset Management, Inc.
● ClosedSafe Harbor Asset Management, Inc. is a finance institution located at 167 East Main Street, Huntington, New York, United States. As a “Fee Only” SEC Registered Investment Adviser, the firm takes on the fiduciary responsibility of managing your family’s wealth to protect it from increasing risk and taxes. They offer advisory services on a discretionary and non-discretionary basis. Specializing in investment-grade property alternatives for 1031 Exchanges nationwide, Safe Harbor Asset Management, Inc. provides a wide range of DSTs to their investor clients at a lower cost. Their investment process is guided by Modern Portfolio Theory, using a global strategic Asset Allocation model to construct portfolios around index and enhanced index funds.
167 E Main St, Huntington, NY 11743, United States -
Hulse & Co PC
● ClosedHulse & Co PC is a leading accounting and finance institution located at 1910 New York Avenue in Huntington Station, New York, United States. With a team of experienced professionals, Hulse & Co PC provides a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust in the expertise and dedication of Hulse & Co PC to help them navigate the complexities of the financial world and achieve their financial goals.
1910 New York Ave, Huntington Station, NY 11746, United States -
John M. Wagner
● OpenWelcome to John M. Wagner at Certilman Balin Located at 100 Motor Parkway, Hauppauge, New York, John M. Wagner is a dedicated legal professional at Certilman Balin, one of Long Island’s largest full-service law firms. Since 1965, our firm has been committed to serving the Long Island community, fostering long-term relationships with clients who often become lifelong friends.
100 Motor Parkway, Hauppauge, New York 11788, United States -
Certilman Balin
● ClosedWelcome to Certilman Balin, your trusted legal partner located at 100 Motor Parkway, Hauppauge, New York. Since 1965, we have proudly served the Long Island community, building lasting relationships with our clients and expanding our reach both nationally and internationally. At Certilman Balin, we believe that the practice of law is more than just a profession—it's a partnership. We work closely with you to achieve your goals, knowing that your success is our success. Our team of dedicated lawyers is committed to providing exceptional legal services while maintaining a personal touch. Despite being one of Long Island's largest full-service law firms, we maintain a small firm atmosphere, ensuring that when you need us, we're here to help. We prioritize your needs and respond promptly, applying our collective knowledge to secure the best possible outcomes for your legal issues.
100 Motor Parkway, Hauppauge, New York 11788, United States
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