Financial advisory and planning services in Jericho, NY
31 results found
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Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a prestigious financial institution located at Two Jericho Plaza in Jericho, New York, United States. As a leading finance company, they provide expert financial advice and services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Morgan Stanley is dedicated to providing personalized solutions and strategies tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Morgan Stanley Financial Advisors is committed to helping you navigate the complexities of the financial world with confidence and success.
Two Jericho Plaza, Jericho, NY 11753, United States -
John Hancock Financial Network
● OpenJohn Hancock Financial Network is a finance institution located at 300 Jericho Quadrangle in Jericho, New York, United States. With a focus on providing financial advisory services with a personal touch, we believe in helping our customers live longer, healthier, and better lives. For over 160 years, we have been known for our honesty, reliability, and unwavering commitment to our customers. By combining our longstanding reputation with cutting-edge innovation, we are transforming the industry and helping our partners build successful life insurance businesses. We offer a range of products designed to add real value to your life insurance policy, including access to the groundbreaking Galleri test for multi-cancer early detection. Our Advisors can help you navigate the complexities of managing your finances while preparing for your family's future needs. Whether you are planning for retirement or seeking a personalized financial plan, we are here to help you achieve your goals.
300 Jericho Quadrangle # 310, Jericho, NY 11753, United States -
Merrill Lynch Financial Advisor Daniel Riveira
● Closedfinancial planning), and other services. Additional information is available upon request. Merrill Lynch Financial Advisor Daniel Riveira, located at 100 Jericho Quadrangle in Jericho, New York, offers a personalized approach to managing wealth. With a focus on understanding each client's goals and priorities, Dan provides access to investment insights from Merrill and banking solutions from Bank of America. Dan holds Series 3, 7, and 66 FINRA Registrations, and works to design and implement personalized plans to help clients pursue their financial goals while managing investment risk.
100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753, United States -
Merrill Lynch Financial Advisor Sudip Mukherjee
● ClosedThe Merrill Lynch Financial Advisor Sudip Mukherjee is located at 100 Jericho Quadrangle in Jericho, New York, United States. The Mukherjee Wealth Management Group focuses on building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking convenience. As financial advisors, they provide personalized advice and guidance to help individuals and families pursue their financial goals. The team works closely with clients to develop a personalized financial plan, track progress, and make adjustments as needed. By understanding each client's unique situation and priorities, they can offer a customized approach that reflects their goals and values. The team at Merrill believes in helping clients make investment-related decisions that can help them reach personally meaningful goals. Through the Merrill Investment Advisory Program, they offer custom strategies that deliver an appropriate balance of risk and reward, grounded in a deep understanding of each client's needs. The goal is to help clients achieve financial success by staying on track to reach what's most important to them. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. The Merrill Personal Wealth Analysis™ helps build and document a personalized plan centered on client goals. The team understands that both life and financial markets can change over time, and they work with clients to update their approach to reflect these changes. By getting to know each client personally and understanding what matters most to them, the team can help create a financial approach that is built around their life priorities. As Merrill Lynch Wealth Management Advisors, they help clients navigate the financial complexities of life, building a customized investment approach to address their needs and pursue their goals. With a dedicated one-on-one relationship, clients can access personalized investment strategies and comprehensive financial solutions. The team is there to listen, guide, and help clients along their financial journey, no matter the question or decision. Investing involves risk, and the team at Merrill does not provide legal, tax, or accounting advice, encouraging clients to consult with their own advisors before making financial decisions. The goal is to help clients achieve their financial goals and live their best financial life through personalized advice and guidance.
100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753, United States -
charter financial planning
● OpenCharter 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.
123 South St, Oyster Bay, NY 11771, United States -
De Vita & Associates - Ameriprise Financial Services, LLC
● OpenDe 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.
333 Jericho Turnpike Ste 232, Jericho, NY 11753, United States -
Full Spectrum Financial Solutions
● OpenFull 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.
500 N Broadway, Jericho, NY 11753, United States -
Sagemark Consulting
● ClosedSagemark 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.
6900 W Jericho Turnpike #101e, Syosset, NY 11791, United States -
Raisman CPA P.C.
● ClosedRaisman CPA P.C. is a reputable accounting and finance institution located at 996 West Jericho Turnpike in Smithtown, New York, United States. With a team of skilled professionals, they provide a wide range of financial services including tax preparation, audit services, business consulting, and more. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Raisman CPA P.C. for all your accounting and finance needs.
996 W Jericho Turnpike 2nd Floor, Smithtown, NY 11787, 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 -
Gary Grab & Associates Inc.
● ClosedGary Grab & Associates Inc. is a reputable accounting and finance institution located at 6800 Jericho Turnpike in Syosset, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Gary Grab & Associates Inc. for accurate and reliable financial advice and assistance.
6800 Jericho Turnpike #205w, Syosset, NY 11791, United States -
Clara Capital LLC
● ClosedClara Capital LLC is a finance institution located at 6901 Jericho Turnpike in Syosset, New York. Specializing in financial services, Clara Capital LLC offers a range of investment opportunities, financial planning services, and wealth management solutions to individuals and businesses. With a team of experienced professionals, Clara Capital LLC is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest for the long term, plan for retirement, or grow your business, Clara Capital LLC can provide the expertise and guidance needed to make informed financial decisions.
6901 Jericho Turnpike #215, Syosset, NY 11791, United States -
Laurel Hill Capital Partners
● OpenLaurel Hill Capital Partners is a leading finance and health institution located at 575 Jericho Turnpike in Jericho, New York, United States. With a focus on providing innovative financial solutions and healthcare services, Laurel Hill Capital Partners is dedicated to helping individuals and businesses achieve their financial goals and maintain optimal health. Our team of experts is committed to delivering personalized and comprehensive services to our clients, ensuring their long-term success and well-being. Visit us today to learn more about how Laurel Hill Capital Partners can support you in achieving your financial and health objectives.
575 Jericho Turnpike # 201, Jericho, NY 11753, United States -
American Investment Planners LLC
● ClosedAmerican 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.
500 N Broadway #260, Jericho, NY 11753, United States -
Elite Business Consultants Inc
● ClosedElite Business Consultants Inc is a premier accounting and finance institution located at 199 Jericho Turnpike in Floral Park, New York, United States. Specializing in tax returns, our team of experts can assist with both personal and business tax matters in a responsive and accurate manner. In addition to tax services, Elite Business Consultants Inc offers payroll services to help you pay your employees quickly and easily. Our comprehensive bookkeeping and accounting services ensure that your business operates at maximum potential.
199 Jericho Turnpike suite 301, Floral Park, NY 11001, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 100 Jericho Quadrangle in Jericho, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch can provide personalized financial strategies based on years of knowledge and expertise in wealth management. They go beyond just wealth planning advice, offering services such as retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports local communities and organizations. As a Merrill client, you have access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources to help you achieve your financial goals.
100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753, United States -
First Long Island Investors, LLC
● ClosedFirst 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.
1 Jericho Plaza, Jericho, NY 11753, United States -
Michael J Weinstein
● ClosedMichael J Weinstein is a finance institution located at 2 Jericho Plaza, Jericho, New York, United States. Our team of Financial Professionals can provide expert advice on all your wealth management needs. Chief Investment Strategist John Stoltzfus offers insights on the week in review. With over a century of experience, we offer powerful thinking and innovative ideas to help you achieve your personal financial goals. Our services include customized financial planning, investment opportunities, strategic advisory services, and capital market strategies. Our team of investment experts is dedicated to providing deep industry expertise and innovative solutions in all market conditions. Visit our website to learn more about The Power of Oppenheimer Thinking and how we can help you navigate the world of finance.
2 Jericho Plaza Suite #113, Jericho, NY 11753, United States -
Krishna Iyer - Morgan Stanley
● OpenKrishna Iyer - Morgan Stanley is a finance institution located at 2 Jericho Plaza in Jericho, New York, United States. As a branch of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, Krishna Iyer - Morgan Stanley is dedicated to providing top-notch financial advice and solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Krishna Iyer - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and ease.
2 Jericho Plaza, Jericho, NY 11753, United States -
Opal Wealth Advisors
● ClosedOpal Wealth Advisors is a finance institution located at 2 Jericho Plaza in Jericho, New York, United States. Our mission is to help you take control of your finances and achieve the life you've always wanted. We understand that dealing with finances can be overwhelming, which is why we provide personalized attention to simplify the complexity and help you grow your wealth. By partnering with Opal, you can turn your financial goals into triumphs through our Opal Way process. We offer resources to help you pursue a winning financial plan, save time, build wealth, and gain peace of mind. Our highly personalized approach is constantly evolving to meet your individual lifestyle needs, with additional resources available for pre-retirees, women, and entrepreneurs through our "OPAL " program.
2 Jericho Plaza #208, Jericho, NY 11753, United States -
Richard Simon CPA LLC
● OpenRichard Simon CPA LLC is a professional accounting and finance institution located at 6900 Jericho Turnpike in Syosset, New York, United States. Specializing in tax planning and preparation, our team is dedicated to helping you achieve your business goals and objectives. With expert guidance and personalized service, we are committed to improving your financial well-being. As a Certified Public Accounting Firm, we stay up-to-date with the latest tax laws and accounting regulations through ongoing professional education. Trust Richard Simon CPA LLC for all your accounting needs and experience the difference in your financial success.
6900 Jericho Turnpike Ste 201, Syosset, NY 11791, United States -
James F. Narell CPA
● ClosedJames F. Narell CPA is a reputable accounting and finance institution located at 5036 Jericho Turnpike in Commack, New York, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing professional and personalized services to meet the unique needs of each client. Trust James F. Narell CPA for all your accounting and financial needs.
5036 Jericho Turnpike #208, Commack, NY 11725, United States -
NY Tax Pros Inc.
● OpenNY Tax Pros Inc. is a reputable accounting and finance institution located at 420 Jericho Turnpike in Jericho, New York. With a team of experienced professionals, they specialize in providing top-notch tax services, financial planning, and accounting solutions to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or investment strategies, NY Tax Pros Inc. is dedicated to helping clients achieve their financial goals. Visit their office today to experience their expertise and personalized service.
420 Jericho Turnpike, Jericho, NY 11753, United States -
DAC Tax & Accounting Svcs, Inc.
● OpenDAC Tax & Accounting Services, Inc. is a reputable accounting and finance institution located at 380 North Broadway in Jericho, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, DAC Tax & Accounting Services, Inc. is dedicated to providing personalized and efficient solutions to meet your financial needs. Contact them today to schedule a consultation and take control of your finances.
380 N Broadway Suite 306, Jericho, NY 11753, United States -
Graubart Steven R CPA
● OpenGraubart Steven R CPA is a reputable accounting and finance institution located at 5036 Jericho Turnpike in Commack, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach make them a trusted partner for individuals and businesses seeking expert financial guidance.
5036 Jericho Turnpike # 309, Commack, NY 11725, United States -
Fabrizio Philip CPA
● OpenFabrizio Philip CPA is a leading accounting and finance institution located at 823 West Jericho Turnpike in Smithtown, New York, United States. With a team of experienced and dedicated professionals, we provide a wide range of services including tax preparation, financial planning, and business consulting. Our goal is to help individuals and businesses achieve their financial goals and navigate the complexities of the financial world with ease. Trust Fabrizio Philip CPA for all your accounting and finance needs.
823 W Jericho Turnpike # 8C, Smithtown, NY 11787, United States -
Fred Roth, CPA
● OpenFred Roth, CPA is a renowned accounting and finance institution located at 333 Jericho Turnpike in Jericho, New York, United States. With years of experience and expertise in the field, Fred Roth and his team provide top-notch financial services to individuals and businesses alike. From tax preparation and auditing to financial planning and consulting, Fred Roth, CPA is dedicated to helping clients achieve their financial goals with precision and professionalism. Trust in Fred Roth, CPA for all your accounting and financial needs.
333 Jericho Turnpike, Jericho, NY 11753, United States -
Cesarano & Khan CPA PC
● ClosedCesarano & Khan CPA PC is a reputable accounting and finance institution located at 199 Jericho Turnpike in Floral Park, New York. With a team of skilled professionals, they provide a wide range of accounting services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Cesarano & Khan CPA PC is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch service to their clients.
199 Jericho Turnpike #400, Floral Park, NY 11001, United States -
Venuti Mayoka Group, Inc.
● Closedand compliance with nonprofit regulations, ensuring transparency and accountability in financial operations. Venuti Mayoka Group, Inc. is a trusted partner for businesses and individuals seeking expert guidance in accounting and finance. With a commitment to proactive tax planning, personalized strategies, and a focus on long-term financial success, our team of seasoned professionals is dedicated to helping clients navigate the complexities of tax laws and regulations. Located in Syosset, New York, our firm offers a wide range of services, from estate and trust planning to CFO services, M&A advisory, and crisis management strategies. Whether you are a startup or an established enterprise, Venuti Mayoka Group, Inc. has the experience and expertise to meet your financial needs and help you achieve your goals in today's ever-changing financial landscape.
6800 Jericho Turnpike #206w, Syosset, NY 11791, United States -
Citrin Cooperman
● ClosedCitrin Cooperman is a leading accounting and finance institution located at 100 Jericho Quadrangle in Jericho, New York, United States. With a strong reputation for excellence in the industry, Citrin Cooperman offers a wide range of services including tax planning, audit and assurance, business consulting, and wealth management. Their team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are a small business owner or a high-net-worth individual, Citrin Cooperman is committed to helping you achieve your financial goals.
100 Jericho Quadrangle # 342, Jericho, NY 11753, United States
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