Financial advisor reviews in Jericho, New York

Your Choice Advisors is a leading insurance agency located at 333 Jericho Turnpike in Jericho, New York. Our team of experienced advisors is dedicated to helping clients make informed decisions when it comes to their insurance needs. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that best suits your individual needs. With a commitment to personalized service and a wide range of insurance options, Your Choice Advisors is the right choice for all your insurance needs. Contact us today to learn more about how we can help protect what matters most to you.

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.

Daniel R Masiello is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 500 North Broadway in Jericho, New York, United States. With a focus on providing personalized financial advice, Daniel Masiello offers a range of services to help clients achieve their financial goals. As a part of Ameriprise, Daniel has access to a wide range of resources and tools to assist clients in managing their wealth effectively. Clients can review Daniel's background, credentials, and experience to determine if he is the right fit for their financial needs. By filling out the "Request consultation" form, clients can connect with Daniel for a complimentary initial consultation to discuss their financial goals and create a customized plan for their future.

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.

Ameriprise Financial is a finance institution located at 5036 Jericho Turnpike in Commack, New York, United States. Each Ameriprise advisor has their own "Top areas of focus" which can help align with your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that best suits your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will then reach out to schedule a complimentary initial consultation.

Jenny Alexandra Escobar: Primerica - Financial Services is a finance and insurance agency located at 6800 Jericho Turnpike in Syosset, New York, United States. Our institution specializes in providing a wide range of financial services including investments, retirement planning, and insurance options. With a team of experienced professionals, we are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you in building a solid financial foundation.

Welcome to the Gerald Cawley State Farm Agency located at 3034 Jericho Turnpike in East Northport, New York. Our insurance agency is conveniently situated just 1/2 mile west of Larkfield Rd, across from the 7 Eleven. We offer a wide range of insurance services including Auto, Home, Property, Business, Boat, Life, and Health insurance quotes. Our experienced team is dedicated to helping you protect your assets and plan for the future with personalized insurance plans that suit your needs. As a retired NYPD Lieutenant and second-generation State Farm agent, Gerald Cawley takes pride in serving the East Northport community. We strive to provide high-quality customer service and build long-lasting relationships with our clients. Whether you're looking to secure your family, assets, or plan for the future, we are here to help you navigate the world of insurance. Contact us today for all your insurance needs and let us help you manage the risks of everyday life and realize your dreams.

Monica Murphy State Farm Insurance Agent is an insurance agency located at 1985 New York Avenue in Huntington Station, New York. Our experienced team is dedicated to helping you with your auto insurance needs, as well as providing personalized insurance options for your home, life, pets, motorcycles, and boats. Our trilingual team can assist you in English, Spanish, and Portuguese, and we have over three decades of collective insurance experience. We are located just 4 blocks north of Jericho Tpke, near 7-11 and Sherwin Williams. While we are unable to process online auto quotes at this time, please call our office for assistance. Our goal is to help protect your family and possessions while providing excellent coverage and personalized service. Whether you're looking for auto insurance for sunny road trips or home insurance to safeguard your sanctuary, we have you covered.

Heather Schaefer - State Farm Insurance Agent is a trusted insurance agency located at 624 East Jericho Turnpike, Huntington Station, New York, United States. They provide valuable tips on avoiding the dangers of drinking and driving, home plumbing checkups, and DIY auto maintenance to combat rising repair costs. Franchesco (Fran), a former collegiate athlete and bilingual in English & Spanish, is a key member of the team. They offer life insurance, annuities, and pet insurance products underwritten by reputable companies. For personalized advice on insurance and financial matters, contact Heather Schaefer - State Farm Insurance Agent today.

Donald Hurley: Allstate Insurance is an insurance agency located at 837 East Jericho Turnpike in Huntington Station, New York. With a commitment to providing reliable and personalized insurance coverage, Donald Hurley and his team are dedicated to helping clients protect what matters most. Whether you need auto, home, life, or business insurance, they are ready to assist you in finding the right policy to fit your needs. Trust in Donald Hurley: Allstate Insurance for all your insurance needs in the Huntington Station area.

Michelle Laglenne-Spronck - State Farm Insurance Agent is a reputable insurance agency located at 1160 East Jericho Turnpike in Huntington, New York. As we approach the holidays of Passover and Easter, it's crucial to consider your insurance needs to ensure that you and your loved ones are adequately protected. Whether you're traveling, hosting gatherings, or engaging in holiday activities, reviewing your insurance coverage is essential. At our agency, we offer a variety of insurance options including car insurance, homeowners' insurance, life insurance, and business insurance. Our dedicated team is committed to providing you with competitive insurance products and exceptional service to meet your unique needs. We prioritize protecting your family, friends, and assets by offering comprehensive coverage at competitive costs.

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.

Dynamis Capital Management LLC is a finance institution located in Mineola, New York, United States. Specializing in investment management, Dynamis Capital Management LLC offers a range of financial services to help clients achieve their investment goals. With a team of experienced professionals, the institution provides personalized investment strategies tailored to each client's unique financial situation. Whether you are looking to grow your wealth, plan for retirement, or manage risk, Dynamis Capital Management LLC is dedicated to helping you navigate the complex world of finance with confidence.

Oppenheimer & Co. Inc. is a prestigious finance institution located at 2 Jericho Plaza in Jericho, New York, United States. The Jericho office is managed by Laura Kellerman, a seasoned leader with over 30 years of experience in Financial Services. Laura also oversees the Hauppauge, Melville, and West Hampton branches, collectively forming Oppenheimer's Long Island region. The advisors in this region manage approximately $2.4 billion in assets and have received industry accolades such as the "FT 401" by the Financial Times and recognition in the Long Island Business Reviews' "40 Under 40" and "Top Advisor" lists. The Jericho branch is situated in a modern building with state-of-the-art technology and amenities. The private offices offer a serene atmosphere with large windows for brightness and productivity. The building is centrally located on Jericho Turnpike, convenient for commuters, and offers ample parking for employees and clients. Additionally, the building features amenities like conference facilities, a Starbucks, fitness room, spa, cafeteria, and 24-hour security.

Martakis & Demou is a reputable accounting and finance institution located at 6080 Jericho Turnpike in Commack, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and more. Clients can trust Martakis & Demou to provide expert advice and guidance to help them achieve their financial goals. Whether you are an individual or a business owner, this institution is dedicated to providing top-notch accounting and finance services to meet your needs.

Welcome to the Law Office of Ronald D. Weiss, P.C. Located at 80 Orville Drive, Bohemia, New York 11716, the Law Office of Ronald D. Weiss, P.C. is dedicated to providing comprehensive financial legal services to individuals and businesses in the greater Long Island and New York area. With over three decades of experience, our firm specializes in a wide range of financial legal matters including bankruptcy, foreclosure defense, and debt negotiation.