TOP 30 Financial advisor for long term goals in Jericho, New York

47 results found

The Galliard Family Business Advisor Institute is a prestigious institution located at 6900 Jericho Turnpike in Syosset, New York. Our institute is dedicated to providing top-notch education and resources for family businesses looking to thrive and succeed in today's competitive market. Our expert advisors offer personalized guidance and support to help family businesses navigate challenges and achieve long-term success. Whether you are looking to improve your business strategy, succession planning, or financial management, the Galliard Family Business Advisor Institute is here to help you reach your goals. Join us and take your family business to the next level.

David Kim: Primerica - Financial Services is a reputable finance and insurance agency located at 251-73 Jericho Turnpike in New York, United States. With a focus on providing top-notch financial services, David Kim and his team offer a wide range of products and services to help clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, Primerica has the expertise and resources to assist you every step of the way. Trust in David Kim and Primerica to help secure your financial future.

Crystal Consulting Group - UBS Financial Services Inc. is a renowned finance institution located at One Jericho Plaza in Jericho, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. The team of experienced professionals at Crystal Consulting Group is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or optimize your investment portfolio, Crystal Consulting Group - UBS Financial Services Inc. is committed to providing tailored solutions to meet your needs.

Merrill Lynch Financial Advisor Scott R Blair, located at 100 Jericho Quadrangle in Jericho, New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Scott Blair can help you navigate the ever-changing market conditions and create a flexible financial plan that aligns with your priorities. Scott Blair believes in building long-lasting relationships with clients by truly understanding their needs and aspirations. Through thoughtful conversations and personalized financial analysis, he helps clients pursue their goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations.

Linda Sama - RBC Wealth Management Financial Advisor is a reputable financial institution located at 1 Jericho Plaza in Jericho, New York, United States. As a dedicated financial advisor, Linda Sama offers personalized wealth management services to help clients achieve their financial goals. With a focus on providing expert financial guidance and tailored investment strategies, Linda Sama is committed to helping clients build and preserve their wealth for the future. Whether you are planning for retirement, saving for education, or investing for the long term, Linda Sama - RBC Wealth Management Financial Advisor is here to provide you with the professional expertise and support you need to navigate the complexities of the financial world.

Todd M Stepniewski is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 500 North Broadway, Jericho, New York, United States. Todd 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Todd's expertise includes asset management, investment strategies, retirement planning, estate planning, risk management, and financial planning for individuals, retirees, small business owners, and high net worth clients. Todd is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

4Thought Financial Group, located at 6851 Jericho Turnpike, Suite 120, Syosset, New York 11791, is a finance institution dedicated to helping clients secure a meaningful financial future. Offering investment advisory services through their SEC Registered Investment Adviser, 4Thought provides educational information to assist clients in making informed financial decisions. The institution emphasizes that the information provided is for educational purposes only and should not be construed as investment or tax advice. While past performance does not guarantee future results, 4Thought Financial Group claims compliance with the Global Investment Performance Standards (GIPS®), ensuring transparency and accountability in their investment strategies. For more information on their services and performance, interested individuals can reach out via email, website, or phone.

Eagle View Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in wealth management services, they provide personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Eagle View Wealth Management offers a range of services including investment management, retirement planning, estate planning, and more. Clients can trust in their expertise and dedication to helping them build and protect their wealth for the future.

Quin Ciuffetelli - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, United States, is a finance institution offering a range of specialized certifications and designations to ensure high-quality financial planning services. The advisors at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. Additionally, they offer specialized services for seniors, divorce financial analysis, estate planning, exit planning, and more. With a team of highly qualified professionals, Quin Ciuffetelli - Private Wealth Advisor is dedicated to providing comprehensive and personalized financial planning services to meet the unique needs of their clients.

The 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.

First 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.

Michael H. Meyers - RBC Wealth Management Financial Advisor is a prestigious financial institution located at 1 Jericho Plaza in Jericho, New York, United States. As a trusted financial advisor, Michael H. Meyers provides expert wealth management services to help clients achieve their financial goals. With a strong focus on personalized financial planning and investment strategies, clients can trust in the expertise and professionalism of Michael H. Meyers and his team. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Michael H. Meyers - RBC Wealth Management Financial Advisor is dedicated to helping you secure a prosperous financial future.

Kevin K. Clark - RBC Wealth Management Financial Advisor is a reputable finance institution located at 1 Jericho Plaza in Jericho, New York, United States. As a trusted financial advisor, Kevin K. Clark offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial advice, Kevin K. Clark is dedicated to helping clients secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, Kevin K. Clark - RBC Wealth Management Financial Advisor is here to help you every step of the way.

John M Pascale is a Financial Advisor at Ameriprise Financial Services, LLC located at 6900 Jericho Turnpike, Syosset, New York, United States. John M Pascale 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®. These certifications demonstrate expertise in areas such as asset management, estate planning, investment strategies, retirement planning, and financial planning for various client needs. John M Pascale offers comprehensive financial services to individuals and businesses, ensuring tailored solutions to meet specific financial goals and objectives.

Gerard Simonelli - Financial Advisor at Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, United States, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Gerard Simonelli is well-equipped to assist individuals with their asset management, retirement planning, estate planning, investment strategies, and insurance needs. Whether you are a retiree, small business owner, high net worth client, or in need of specialized financial planning for domestic partnerships or military personnel, Gerard Simonelli can provide tailored solutions to meet your financial goals. With a commitment to ethics and ongoing education, Gerard Simonelli ensures that clients receive the highest level of professional service and expertise in the field of finance. Contact Gerard Simonelli today for comprehensive and personalized financial advice and planning.

Merrill Lynch Financial Advisor Brandon C Kaley is located at 100 Jericho Quadrangle, Jericho, New York, United States. The Gatto, Gatto, Hughes Group at this institution believes in building strong relationships through teamwork and involvement, providing access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They aim to be your primary source for financial advice and guidance, offering dedication and diligence at every step of the financial planning process. The institution focuses on understanding your goals and priorities, helping you make investment-related decisions that align with your personal aspirations. Through the Investment Personality Assessment, they tailor a financial approach to help you pursue what matters most to you. The team at Merrill Lynch is committed to helping you manage, grow, and preserve your wealth today and for the future. Their mission is to understand your needs and goals, offering personalized plans to help you achieve financial success. With access to the resources of Merrill and a team of experienced individuals, they provide personalized service and build strong client relationships based on trust. The institution offers the Merrill Personal Wealth Analysis™ to create a personalized plan centered on your goals. They understand that life and financial markets can change, and they regularly check in to discuss any adjustments needed to keep you on track. By working together, they help you create a financial approach that reflects your personality and priorities, guiding you towards achieving your goals.

Vasilios Ageletopoulos - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 500 North Broadway, Jericho, New York, United States. Vasilios Ageletopoulos 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 showcase his expertise in various aspects of financial planning and management, ensuring that clients receive comprehensive and specialized advice tailored to their individual needs. Whether you are a retiree, small business owner, or someone planning for the future, Vasilios Ageletopoulos has the knowledge and skills to help you achieve your financial goals.

John Ingrilli, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 500 North Broadway in Jericho, New York, is dedicated to helping clients achieve their financial goals. With a focus on personalized financial advice, John takes the time to understand what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored advice, clients can feel more confident and in control of their financial future. Background and qualification information for John Ingrilli can be found on FINRA's BrokerCheck website. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation, although no written analysis or recommendations will be provided at that time. Ameriprise Financial Services, LLC cannot guarantee future financial results, but strives to help clients navigate the complexities of the financial world.

Eileen Kohler, a Financial Advisor at Ameriprise Financial Services, LLC, located at 333 Jericho Turnpike in Jericho, New York, is dedicated to helping clients achieve their financial goals. With a focus on retirement planning, education savings, and investment strategies, Eileen provides personalized recommendations based on individual goals and risk tolerance. Regular meetings are scheduled to review progress and adjust strategies as needed. Clients have secure access to their accounts and can track their progress towards their financial goals from any device. Eileen also offers insurance solutions to protect against the unexpected. To learn more about how Eileen can help you reach your financial goals, schedule a complimentary initial consultation. Please note that all investment products are subject to risks, and Ameriprise Financial Services, LLC is a registered investment adviser and a member of FINRA and SIPC. Eileen is registered to conduct securities business in certain states, so please refer to FINRA's BrokerCheck website for more information. Contact Eileen today to discuss your financial needs and start planning for a more secure future.

Charter Financial Planning is located at 123 South Street in Oyster Bay, New York. Conveniently accessible from the Long Island Expressway and Northern State Parkway, the office is situated in the 500 Jericho Atrium building. Upon arrival, visitors are encouraged to park near the entrance by Marshalls and head to Suite #107 on the first floor. As a trusted institution, Charter Financial Planning offers securities through Securities America, Inc. and advisory services through Securities America Advisors, Inc. Representative Patrick B. Lough is available for assistance and can be reached at (516)-719-0151.

Edward Jones - Financial Advisor: John T Malinak, AAMS™ is a leading finance institution located at 2193 Jericho Turnpike in Commack, New York, United States. With a focus on providing personalized financial planning and investment services, John T Malinak, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, John T Malinak, AAMS™ offers expert advice and guidance to help you make informed decisions. Trust in Edward Jones - Financial Advisor: John T Malinak, AAMS™ for all your financial needs.

Castar Dios Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at One Jericho Plaza in Jericho, New York, United States. As a leading provider of wealth management services, they offer a wide range of financial solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Castar Dios Wealth Management - UBS Financial Services Inc. is dedicated to providing personalized and strategic financial advice to individuals and businesses. Whether you are looking to invest, plan for retirement, or manage your assets, they have the expertise and resources to help you navigate the complex world of finance.

Anchor Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in wealth management, they provide comprehensive financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals and access to UBS's global resources, clients can expect personalized investment strategies tailored to their unique needs. Whether it's retirement planning, investment management, or estate planning, Anchor Wealth Management - UBS Financial Services Inc. is dedicated to helping clients build and protect their wealth for the future.

Alan Katz, CRPC - UBS Financial Services Inc. is a prestigious finance institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in wealth management and financial planning, Alan Katz and his team provide expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, UBS Financial Services Inc. offers a comprehensive range of services to meet the unique needs of each individual or organization. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, Alan Katz and his team are dedicated to helping you make informed financial decisions and secure a prosperous future.

The Legacy Group of Jericho - Morgan Stanley is a reputable finance institution located at Two Jericho Plaza in Jericho, New York, United States. With a strong legacy of providing top-notch financial services, they offer a wide range of investment opportunities and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and support to ensure the success of their clients' financial portfolios. Trust in The Legacy Group of Jericho - Morgan Stanley for all your financial needs.

De Vita & Associates - Ameriprise Financial Services, LLC is a finance institution located at 333 Jericho Turnpike, Jericho, New York, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides solutions for unexpected events such as health, life, disability, and long-term care insurance. Ameriprise financial advisors are registered in certain U.S. states and can help clients prepare for the future. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. Users agree to abide by the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. They value referrals and strive to help friends and family achieve their financial goals. Clients can expect to hear from the institution soon after a referral.

Full Spectrum Financial Solutions is a premier financial institution located at 500 North Broadway in Jericho, New York. As a leading provider of comprehensive financial services, we offer a wide range of solutions to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized guidance and support to help you navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Full Spectrum Financial Solutions is here to help. Contact us today to learn more about how we can help you secure a brighter financial future.

Sagemark Consulting, located at 6900 West Jericho Turnpike in Syosset, New York, is a division of Lincoln Financial Advisors. Our team of financial professionals is dedicated to building long-lasting relationships with clients, offering a wide range of products and specialized support. We provide personalized solutions and fee-based financial planning services to help individuals and business owners create estate, business succession, retirement, and financial plans. As an independent broker-dealer, we adhere to high standards of conduct and transparency. You can find important information about our services, fees, conflicts of interest, and disciplinary history in our Form CRS - Customer Relationship Summary. We encourage you to use FINRA's free tool to research financial professionals and firms.

American Investment Planners LLC is a reputable finance institution located at 500 North Broadway in Jericho, New York. With a team of experienced financial planners and advisors, we are dedicated to helping our clients achieve their investment goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our professionals are here to provide personalized guidance and strategies tailored to your individual needs. Trust American Investment Planners LLC to navigate the complexities of the financial world and help you make informed decisions for a prosperous tomorrow.

The Veritas Group - Morgan Stanley is a prestigious financial institution located in Jericho, New York, United States. As a part of the renowned Morgan Stanley financial services firm, The Veritas Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, The Veritas Group is dedicated to providing top-notch financial solutions to individual and institutional clients. Whether you are looking to grow your wealth, plan for the future, or manage your assets, The Veritas Group - Morgan Stanley is committed to helping you achieve your financial goals.