Financial analysis and planning in Merrick, New York

Al Osbourne is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Al Osbourne 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®. Al Osbourne specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. As a Certified Military Financial Advisor®, Al Osbourne is also trained to serve veterans and active duty military personnel. With a strong focus on ethics and expertise in various financial areas, Al Osbourne is dedicated to helping clients achieve their financial goals and secure their financial future.

Randall C Perkins is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Specializing in finance, Randall Perkins 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 his expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Certified Military Financial Advisor®, Randall Perkins is also trained to serve veterans and active duty personnel. With a commitment to ethical practices and continuing education, Randall C Perkins is dedicated to providing comprehensive financial planning services for individuals and businesses.

LTSA Accounting and Tax Services Inc. is a reputable accounting and finance institution located at 3665 Merrick Road in Seaford, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, LTSA Accounting and Tax Services Inc. provides personalized solutions to meet your specific needs. Trustworthy and reliable, this institution is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Glenn A Krevans is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The Polakoff/Krevans team offers a strategy that puts clients at the center of the planning process, focusing on personal goals and priorities. With access to global investing capabilities and banking solutions, the team assists in identifying and prioritizing personal goals such as education funding, retirement planning, health care costs, and wealth preservation. A personalized financial strategy is developed aligned with client goals, aiming to manage, grow, and preserve wealth. The team believes in a dynamic wealth management process that evolves with clients' changing needs and goals. By understanding clients' aspirations and priorities, the team creates a financial approach that reflects their investment personality and is built around life priorities. The Investment Personality Assessment is used to customize the financial approach to help clients pursue what matters most to them. Regular check-ins and adjustments to the financial approach ensure clients stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors help clients navigate the complexities of their financial lives to pursue their goals.

but it is certainly worth considering. "The Merrill Lynch Financial Advisor Jeremy Jacobs" institution, located at 266 Merrick Road, Lynbrook, New York, United States, is dedicated to managing your wealth with a personalized and flexible strategy tailored to your unique financial goals. The institution offers access to investment insights from Merrill and banking solutions from Bank of America, ensuring a comprehensive approach to wealth management. The team at Merrill Lynch Wealth Management, led by Jeremy Jacobs, is committed to building strong client relationships based on trust and personalized service. By conducting a Merrill Personal Wealth Analysis™, the institution can develop a personalized plan centered on your goals and priorities. With a focus on understanding your financial aspirations and priorities, the institution aims to help you achieve your goals through a tailored financial approach. Through ongoing discussions and adjustments to your financial plan, the institution ensures that your approach reflects changes in your life and the financial markets. With a mission to understand you and what matters most to you, the institution offers a personalized approach to managing investment risk and turning your goals into reality. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, the institution can help you develop a plan to address your financial needs. With a dedicated Merrill advisor by your side, you can benefit from personalized investment strategies and comprehensive financial solutions to help you pursue your goals. Contact "The Merrill Lynch Financial Advisor Jeremy Jacobs" institution today to start building a customized investment approach that reflects your unique needs and priorities.

Merrill Lynch Financial Advisor Jonathan Polakoff is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The team focuses on your family, goals, and priorities, adapting to changes over time. By offering access to global investing capabilities and banking solutions, they can help identify and prioritize your personal financial goals, whether it's funding education, planning for retirement, or preserving wealth. The team believes in a personalized financial strategy that reflects your unique goals and investment personality. They offer the Merrill Personal Wealth Analysis™ to develop a plan centered on your goals. With regular check-ins and adjustments, they aim to help you stay on track to achieve what matters most to you. The team is committed to helping you reach your goals through a dedicated, one-on-one relationship based on personalized investment strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor Mark A Gutner is a renowned financial institution located at 266 Merrick Road, Lynbrook, New York, United States. With over 30 years of experience in the financial services industry, Mark has dedicated over 20 years to Merrill. His passion lies in helping clients manage their wealth effectively to meet their needs. Mark specializes in providing a comprehensive approach to wealth management for individuals and families. As a qualified Senior Portfolio Manager, he can assist clients in pursuing their objectives by managing personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark, a father of two living in Manhattan, currently resides in Rockville Centre, New York with his wife, Allison. At Merrill Lynch Wealth Management, Mark focuses on building personalized financial plans centered around the client's goals and priorities. He believes in understanding each client's unique needs and designing a tailored plan to help them pursue their financial objectives while managing investment risk. Mark's approach is to provide potential solutions that can turn aspirations into reality.

Merrill Lynch Financial Advisor David Rubin is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. David Rubin is a dedicated Financial Advisor at Merrill Lynch Wealth Management, focusing on providing personalized portfolio management to affluent families, accomplished professionals, and successful business owners. He believes in building long-term relationships with his clients and educating them on their financial situation to help them achieve their financial goals. In his leisure time, David enjoys travelling, cycling, cooking, and being an active member of his community. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. By understanding your investment personality and goals, David can help you create a financial approach that reflects your unique needs. With access to the investment insights of Merrill and banking solutions from Bank of America, he can assist you in managing, growing, and preserving your wealth. David is registered to do business in multiple states and offers investment insights, tips, and strategies to help you achieve your financial goals.

Merrill Lynch Financial Advisor John Pierce Jonza, located at 266 Merrick Road, Lynbrook, New York, United States, is a finance institution dedicated to managing your wealth through a personalized and flexible strategy tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, John Pierce Jonza and his team offer personalized wealth management strategies to help you pursue your goals. By participating in the community and volunteering with local organizations, John Pierce Jonza follows the Merrill tradition of building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is developed and documented to help you achieve what matters most to you.

Donald Gehrig is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue in East Meadow, New York, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Donald Gehrig is properly registered to conduct securities business with residents of certain states, as listed on FINRA's BrokerCheck website. The institution offers an overview of financial planning concepts during the initial consultation, but does not provide written analysis or recommendations. Ameriprise Financial cannot guarantee future financial results. Clients can expect personalized service and support in achieving their financial goals. The institution also emphasizes privacy and security, and users of the website are bound by the terms of Ameriprise Financial Website Rules and Regulations.

Klerer Financial Services, Inc. is a reputable finance institution located at 3272 Merrick Road in Wantagh, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Klerer Financial Services, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Visit them today to see how they can help you secure your financial future.

Hirsch & Hirsch Certified Public Accountants PLLC is a well-established accounting and finance institution located at 273 Merrick Road in Lynbrook, New York, United States. With a team of experienced and highly skilled professionals, they provide a wide range of accounting services to individuals and businesses. From tax preparation to financial planning, Hirsch & Hirsch Certified Public Accountants PLLC is committed to helping their clients achieve their financial goals. Their dedication to excellence and personalized approach sets them apart from other accounting firms in the area.

Marcel Robin - State Farm Insurance Agent is a reputable insurance agency located at 12901 Merrick Boulevard in New York, United States. Specializing in providing a wide range of insurance products and services, Marcel Robin and his team are dedicated to helping individuals and businesses protect their assets and loved ones. With a strong focus on customer service and personalized solutions, this agency strives to provide peace of mind and financial security to all of their clients. Contact Marcel Robin - State Farm Insurance Agent today to discuss your insurance needs and find the right coverage for you.

Gromm Inc. is a leading accounting and finance institution located at 22421 Merrick Boulevard in New York, United States. Our team of expert professionals provide a wide range of services including financial planning, tax preparation, auditing, and consulting. With a commitment to excellence and integrity, Gromm Inc. is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

John Lepore, CPA is a reputable accounting and finance institution located at 4220 Merrick Road in Massapequa, 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 commitment to accuracy and integrity has earned them a strong reputation in the community. Whether you are an individual or a business in need of financial guidance, John Lepore, CPA is dedicated to helping you achieve your financial goals.

GoodAccountants.com Inc. is a reputable accounting and finance institution located at 303 Merrick Road in Lynbrook, New York, United States. With a team of highly skilled and experienced professionals, we 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, our dedicated team is here to assist you every step of the way. Trust GoodAccountants.com Inc. to help you achieve your financial goals and secure your financial future.

O'Neill & Associates is a reputable accounting and finance institution located at 5788 Merrick Road in Massapequa, New York. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, payroll management, and financial planning. Their dedication to providing top-notch service and personalized solutions sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, O'Neill & Associates is the go-to institution for all your accounting and finance needs.

Jacobs & Company CPAs PC is a reputable accounting and finance institution located at 1745 Merrick Avenue in Merrick, New York, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to providing personalized and professional service sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Jacobs & Company CPAs PC is dedicated to helping you achieve your financial goals.

Marcus & Weidenburner, CPAs PLLC is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or want to improve your financial strategy, Marcus & Weidenburner, CPAs PLLC is the place to turn to for expert advice and guidance.

Turman & Eimer, LLP is a leading firm of Certified Public Accountants located at 1980 Broadcast Plaza in Merrick, New York. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to excellence and client satisfaction, we offer a wide range of services including tax preparation, audit and assurance, financial planning, and more. Trust Turman & Eimer, LLP to handle all of your accounting needs with precision and expertise.

Creative Business Alternatives, Inc. is a leading accounting and finance institution located at 2631 Merrick Road in Bellmore, New York, United States. Our team of experienced professionals offers innovative solutions for businesses looking to optimize their financial strategies and improve their bottom line. Whether you need assistance with tax planning, budgeting, or financial analysis, our experts are here to help. With a commitment to creativity and excellence, Creative Business Alternatives, Inc. is your go-to resource for all your accounting and finance needs.

Rothbard & Sinchuk is a renowned accounting and finance institution located at 2631 Merrick Road in Bellmore, New York, United States. With a team of highly skilled professionals, they offer a wide range of services including tax preparation, financial planning, and audit assistance. Clients can trust Rothbard & Sinchuk for expert advice and personalized solutions to help them achieve their financial goals.

Katz Alan CPA is a reputable accounting and finance institution located at 1955 Merrick Road in Merrick, 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, Katz Alan CPA is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Trustworthy and reliable, they strive to help clients achieve their financial goals and secure their financial future.

Mayne & Fingold CPAs LLP is a reputable accounting and finance institution located at 1991 Smith Street in Merrick, New York. Our professional firm offers a range of services including audit, review, compilation, tax preparation, advisory and consulting, and full bookkeeping services. We also serve as the controller/accounting manager for many of our smaller clients, including not-for-profit organizations. With a commitment to excellence and personalized service, Mayne & Fingold CPAs LLP is dedicated to helping our clients achieve their financial goals.

Cohen & Mason, CPA's is a reputable accounting and finance institution located at 2631 Merrick Road in Bellmore, New York, United States. With a team of experienced certified public accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, Cohen & Mason, CPA's is dedicated to helping their clients achieve financial success. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

H&R Block is a well-known accounting and finance institution located at 229-21 Merrick Boulevard in New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal finances or a business in need of accounting support, H&R Block is dedicated to providing high-quality services tailored to meet your specific needs. Trust H&R Block to help you navigate the complexities of financial management and achieve your goals.

Welcome to Empire State Adjustments Bureau Inc., your trusted insurance agency located in the heart of Queens, New York. Situated at 216-17 Merrick Boulevard, our dedicated team of experienced professionals is committed to providing exceptional service and tailored insurance solutions to meet your unique needs. At Empire State Adjustments Bureau Inc., we understand that navigating the world of insurance can be complex and overwhelming. That's why we offer personalized guidance and expert advice to help you make informed decisions about your coverage. Whether you're seeking personal insurance for your home, auto, or health, or looking for comprehensive commercial insurance options, we have the expertise to ensure you are well-protected.

Sklar & Sandler LLP is a reputable accounting and finance institution located at 247 Merrick Road in Lynbrook, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and auditing. Clients can expect personalized and high-quality service to help them navigate their financial needs with confidence and ease.

William Kotkin is a reputable health institution located at 2565 Beverly Road in Merrick, New York. Specializing in dental and medical services, Dr. Kotkin and his team provide top-quality care for patients of all ages. With a focus on preventive care and patient education, the institution aims to promote overall health and well-being. Whether you need a routine check-up, dental cleaning, or treatment for a specific health issue, William Kotkin is dedicated to providing personalized and compassionate care to all patients.

C. E. Gaye & Sons Securities Ltd. is a full-service securities firm located at 2116 Merrick Avenue in Merrick, New York. Founded in Long Island in 1954, our firm offers the services and financial strength of a large national firm with the personalized service of a local firm. We provide a range of financial services and products, including securities and advisory services through Prospera Financial Services, Inc. Member FINRA/SIPC. At C. E. Gaye Securities, we offer access to a library of videos covering various financial topics and calculators to help estimate answers to common financial questions. Please note that the information provided on our website is for general use and individual situations may vary. We recommend seeking advice from your own tax or legal counsel, especially for estate planning.