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TOP 30 Financial advisor for financial planning in Lindenhurst, NY
8 results found
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Kingsview Partners Lindenhurst Office
Kingsview Partners Lindenhurst Office is a leading finance institution located at 138 South 1st Street in Lindenhurst, New York. Our team of experienced professionals is dedicated to providing expert financial advice and services to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our team is here to help. Visit us today to learn more about how Kingsview Partners can help you secure your financial future.
Marguerite Danaher - Private Wealth Advisor, Ameriprise Financial Services, LLC
Marguerite Danaher is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 175 South Wellwood Avenue, Lindenhurst, New York, United States. Marguerite holds various certifications such as 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®. These certifications demonstrate Marguerite's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various individuals, including retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Marguerite is dedicated to providing comprehensive and tailored financial advice to her clients."
Edward Jones - Financial Advisor: Vince Perrotta, AAMS™|CRPC™
Edward Jones - Financial Advisor: Vince Perrotta, AAMS™|CRPC™ is a reputable financial institution located at 183 South Wellwood Avenue in Lindenhurst, New York, United States. Specializing in finance, Vince Perrotta offers expert advice and personalized financial planning services to help clients achieve their financial goals. With certifications as an AAMS™ and CRPC™, clients can trust in his expertise and commitment to providing top-notch financial guidance. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Vince Perrotta at Edward Jones is dedicated to helping you make informed decisions and secure your financial future.
Danaher Wealth Management
Danaher Wealth Management is a premier financial institution located at 175 South Wellwood Avenue in Lindenhurst, New York. Specializing in finance, our team of experienced professionals provides expert wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Danaher Wealth Management is dedicated to providing personalized solutions tailored to your individual needs. Trust us to guide you towards financial success and security.
R. Seeger Wealth Management, Ltd
R. Seeger Wealth Management, Ltd. is a full-service wealth management firm located at 138 South 1st Street, Lindenhurst, New York, United States. Established in 2010, founder Richard Seeger serves as a fiduciary to clients along the East Coast, offering expertise in retirement services, estate planning, trust services, and next generation wealth education. Richard is a CERTIFIED FINANCIAL PLANNER™ and an active member of the Financial Planning Association of Long Island, always prioritizing his clients' best interests with transparency. With a background in Business Administration and Finance, Richard has obtained various FINRA licenses and continues to further his education through conferences and seminars. As a member of the Knights of Columbus, Richard values family and treats his clients as such. Consult with R. Seeger Wealth Management for personalized financial advice and strategies to help you achieve your financial goals.
The Retirement Center
The Retirement Center, located at 125A South Wellwood Avenue in Lindenhurst, New York, is a comprehensive institution offering services in finance, health, insurance, and legal matters. Our team of experts specializes in Personal Financial Planning, Estate Planning, Medicaid Planning, Elder Law, Mortgages, Insurances, and Wealth Management. With our newly renovated office space, we provide a comfortable environment for clients to plan their retirement goals. Our passionate Retirement Specialists are dedicated to helping members of the community achieve financial preparedness for retirement, ensuring worry-free enjoyment of their assets. We prioritize education and transparency, offering guidance on Medicare, Social Security, Estate Planning, Mortgages, and Business Insurance. Contact us today for personalized financial advice and support in achieving your retirement dreams.
Cardullo Vincent
Cardullo Vincent is a reputable accounting and finance institution located at 940 New York 109, Lindenhurst, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their commitment to providing personalized solutions tailored to each client's unique needs sets them apart in the industry. Whether you are an individual or a business looking for expert financial guidance, Cardullo Vincent is a trusted partner you can rely on.
Matthew Tsombanis, CPA, P.C.
Matthew Tsombanis, CPA, P.C. is a reputable accounting and finance institution located at 152 North Wellwood Avenue in Lindenhurst, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to excellence and commitment to client satisfaction have made them a trusted partner for individuals and businesses seeking expert financial guidance. Whether you need assistance with your personal finances or help managing your company's accounting needs, Matthew Tsombanis, CPA, P.C. is here to help.
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