TOP 30 Financial assistance in Jericho, New York

117 results found

Premier Financial Network is a leading finance institution located at 545 East Jericho Turnpike in Huntington Station, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Premier Financial Network is here to help. Trust us to help you achieve your financial goals and secure your future.

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.

Bristol Financial Services, Inc. is a full-service independent broker dealer located at 500 North Broadway in Jericho, New York, United States. Specializing in financial and retirement planning, Bristol offers a range of services including IRAs, 401K plans, mutual funds, annuities, life insurance, and college planning. Led by Certified Financial Planner Michael Hartzman, the team at Bristol is dedicated to helping clients meet their long-term financial goals. With a focus on tax-planning, asset allocation, risk management, retirement and estate planning, and long-term insurance planning, Bristol provides personalized and comprehensive financial solutions. The team includes experienced professionals such as Chief Operating Officer Randi Mason, Financial Advisor Amanda Khait, and Sales Assistant Diane Maurici-Dorta. Through their unique financial planning model, Bristol aims to exceed client expectations and build lasting relationships based on trust and loyalty. The institution also hosts an annual client appreciation brunch at the Cold Spring Country Club in Huntington, NY. With a commitment to confidentiality and security, Bristol Financial Services ensures that all client information is protected and handled with the utmost care.

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.

Lebenthal Financial Services, Inc is a finance institution located in Jericho, New York, United States. With a strong reputation for providing top-notch financial services, Lebenthal offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Lebenthal has a team of experienced professionals ready to assist you. Trust Lebenthal Financial Services, Inc to provide you with the expertise and guidance needed to secure your financial future.

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.

Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 333 Jericho Turnpike in Jericho, New York, offers a wide range of financial services. Vincent De Vita holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuing education, Vincent De Vita is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, or estate planning, Vincent De Vita is a trusted advisor with the knowledge and experience to help you achieve your financial goals. Contact Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC today for expert financial guidance tailored to your specific needs.

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.

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.

Louis Margro, Financial Services Professional at Summit Wealth Solutions & Insurance Services, located at 100 Jericho Quadrangle in Jericho, New York, offers a full range of financial services to help clients align their money with what matters most in life. Specializing in life insurance, Louis Margro aims to help clients leave a legacy of love and financial security for their loved ones. As a licensed agent with New York Life Insurance Company and various other independent insurance companies, Louis Margro is dedicated to serving professional advisors and assisting clients in achieving their financial goals. Additionally, as a Registered Representative of NYLIFE Securities LLC and an investment adviser representative with Eagle Strategies LLC, Louis Margro provides securities products, services, and advisory services to individuals in California, New Jersey, New York, Ohio, and Florida. With a focus on helping clients live the good life and make a positive impact, Louis Margro is committed to providing personalized financial solutions to meet the unique needs of each client.

RBC Wealth Management Branch in Jericho, New York, is a leading finance institution located at 1 Jericho Plaza. Our dedicated team of professionals is committed to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, our experienced advisors are here to assist you every step of the way. Visit us at our Jericho branch to learn more about how we can help you secure your financial future.

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.

Ivy Tax & Business Inc. in Jericho is not your traditional accounting firm; we are specialized tax planning professionals and accountants. Our mission goes beyond traditional accounting services as we are deeply committed to enhancing the cash flow of small and medium-sized business owners and investors. Founded with a vision to provide unique services, we are not just about recording financial history; we proactively guide you through professional advice and strategies to help you earn more and keep more of your hard-earned money. Our team of registered accountants is a top-tier tax strategy team, providing you with practical, IRS-approved strategies to minimize your tax burden. While "other companies" may only take a reactive approach to planning, which can lead to outdated information, unpleasant surprises during tax season, and a lack of control, Ivy Tax & Business Inc. stands out by offering ongoing coaching and proactive solutions. Working with us, you can be confident that you are paying the least amount of taxes possible while achieving your financial dreams.

Welcome to Jovia Financial Credit Union, your trusted partner in banking and financial services, conveniently located at 721 East Jericho Turnpike, Huntington Station, New York. At Jovia, we are committed to providing our community with exceptional financial solutions tailored to meet your unique needs. Whether you're looking to open a savings account, apply for a loan, or simply need access to an ATM, our friendly and knowledgeable team is here to assist you every step of the way. As a member-focused credit union, we offer a wide range of services designed to help you achieve your financial goals, including competitive rates, flexible loan options, and personalized financial advice. With a strong emphasis on community and trust, Jovia Financial Credit Union is dedicated to ensuring your financial well-being and success.

Welcome to ATM Dunkin' Donuts located at 1946 Jericho Turnpike, East Northport, New York! Conveniently situated in the heart of East Northport, our ATM provides easy access to your banking needs, ensuring you have quick and reliable service right at your fingertips. Whether you're grabbing a coffee or on the go, our ATM is here to assist you with withdrawals, balance inquiries, and more, all within the friendly and inviting atmosphere of Dunkin' Donuts. Visit us today to experience seamless banking in a location that combines convenience with your favorite treats.

Pinnacle Tax Service is a reputable accounting and finance institution located at 380 North Broadway in Jericho, New York. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. With our expertise and personalized approach, we strive to help our clients achieve financial success and peace of mind. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Gold 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.

Gary 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.

CCECC Pro Svcs - Mobile Notary Services is a finance institution located at 100 Jericho Quadrangle in Jericho, New York, United States. We offer convenient mobile notary services for all your financial and legal document needs. Our team of experienced professionals is dedicated to providing efficient and reliable services to ensure your documents are notarized accurately and securely. Contact us today to schedule an appointment and experience the convenience of our mobile notary services.

The Law Offices of Adam C. Gomerman, located at 807 East Jericho Turnpike in Huntington Station, New York, is a trusted institution specializing in finance and legal services. With over 25 years of experience, they have been assisting Long Islanders with their bankruptcy, mortgage, and debt problems. Their team of skilled lawyers is dedicated to helping clients navigate through complex financial situations, including Chapter 7 and Chapter 13 bankruptcy cases. The firm is known for providing professional, caring, and experienced legal services, with a focus on personalized attention to each client. They have helped thousands of individuals and families on Long Island achieve financial stability by utilizing federal bankruptcy laws to their advantage. Whether it's modifying mortgages, defending against foreclosures, or seeking loan modifications, The Law Offices of Adam C. Gomerman is committed to delivering effective solutions tailored to each client's needs.

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.

Kelly Schumacher - State Farm Insurance Agent is a reputable insurance agency located at 1870 East Jericho Turnpike in Huntington, New York. As a trusted State Farm Insurance Agent, Kelly Schumacher and her team are dedicated to providing personalized insurance solutions to meet the needs of their clients. Whether you are looking for auto, home, life, or business insurance, Kelly Schumacher - State Farm Insurance Agent is committed to helping you protect what matters most. With a focus on exceptional customer service and competitive rates, this agency is your go-to destination for all your insurance needs in the Huntington area.

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.

Garbe Associates Insurance in Huntington is a trusted insurance agency located at 876 East Jericho Turnpike, Huntington Station, New York. Our dedicated team is committed to helping customers find the best coverage to protect what matters most in life. As an Independent agency, we have access to a wide variety of top carriers, allowing us to tailor coverage to suit each individual's unique situation. Trust Garbe Associates Insurance to provide personalized service and comprehensive insurance solutions.

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.

Original Funding, located at 6901 Jericho Turnpike in Syosset, New York, is a finance institution that specializes in providing consultative brokerage services to small businesses in need of immediate financing. As a premium broker, Original Funding has relationships with direct lending firms, offering a variety of lending options such as merchant cash advances, short and mid-term business loans, and business loan consolidation. If you are unsure about qualifying for a small business loan, Original Funding can help you navigate the process. They are not a lender themselves, but they work with a network of lenders to match prospective borrowers with the best financing options available. Please note that there is no guarantee of approval from any lender, and all financial terms are negotiated directly between the borrower and the lender.

Pete Verma - Mortgage Loan Officer is a finance institution located at 540 Jericho Turnpike in Syosset, New York, United States. As a trusted mortgage loan officer, Pete Verma specializes in helping clients secure the best mortgage options for their individual needs. With years of experience in the industry, Pete Verma provides personalized service and expert guidance throughout the loan process. Whether you are a first-time homebuyer or looking to refinance, Pete Verma is dedicated to helping you achieve your financial goals. Contact Pete Verma - Mortgage Loan Officer today to learn more about how they can assist you with your mortgage needs.

Kevin Keane - Mortgage Loan Officer is a reputable finance institution located at 1941 Jericho Turnpike in Elwood, New York, United States. As a dedicated mortgage loan officer, Kevin Keane provides personalized financial solutions for individuals looking to purchase or refinance a home. With years of experience in the industry, Kevin Keane offers expert guidance and support throughout the loan process, ensuring a smooth and stress-free experience for his clients. Whether you are a first-time homebuyer or a seasoned homeowner, Kevin Keane is committed to helping you achieve your financial goals. Contact Kevin Keane - Mortgage Loan Officer today to learn more about how he can assist you with your mortgage needs.

Five Star Legal Funding is a finance institution located at 333 Jericho Turnpike in Jericho, New York, United States. Specializing in providing funding for legal cases, Five Star Legal Funding offers a five-star service to clients in need of financial assistance during their legal proceedings. With a commitment to transparency, efficiency, and customer satisfaction, Five Star Legal Funding is dedicated to helping individuals navigate the legal system with the financial support they need.

Pat Marabella is a financial institution located at 580 East Jericho Turnpike in Huntington Station, New York. As an ATM and finance center, we provide convenient access to banking services and financial assistance for our customers. Our knowledgeable staff is dedicated to helping individuals and businesses manage their finances effectively. Visit us today to experience our professional and reliable financial services.