TOP 30 Financial communications solutions in Westbury, New York

8 results found

Merrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.

ClearEdge Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 1600 Stewart Avenue, Westbury, New York, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, our team is dedicated to helping clients achieve their long-term financial goals. We offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular progress reviews and updates, we ensure that your financial strategy adapts to life changes. Clients can easily access their investments and accounts from any device, track their progress, and communicate securely with us. Schedule a complimentary initial consultation to learn more about how we can help you reach your financial goals. Our team combines deep knowledge and a strong work ethic to make a positive impact on our clients' lives every day. Ameriprise financial advisors are registered to do business in certain U.S. states, and all services are provided with privacy and security in mind. Contact us today to start a conversation about what's most important to you.

Bilger Financial Group, located at 1400 Old Country Road, Westbury, New York, United States, is a finance institution that has been serving clients for over 30 years. The team at Bilger Financial Group offers a full range of financial products and services to help clients reach and maintain their financial goals. They believe in building long-lasting relationships with clients and providing customized financial solutions tailored to individual needs at every stage of life. With a commitment to giving back to the community, Bilger Financial Group is proud to be part of Thrivent, a Fortune 500 company with a long heritage of financial strength and fiscal stability. Thrivent offers expert financial solutions, investments, insurance, banking, and generosity programs to help clients make the most of their finances and live more meaningful lives. As part of Thrivent, clients have access to tools and resources to achieve financial clarity and confidence as they work towards their goals and dreams. Thrivent's financial advisors and professionals provide comprehensive advice and guidance through a Financial Planning Framework, with options for further planning engagement through Dedicated Planning Services. With a focus on a higher purpose and collective ownership, Thrivent is dedicated to helping people build their financial futures and live more generous lives.

James Bilger - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. With over 30 years of experience, the team at Bilger Financial Group is dedicated to helping clients achieve and maintain their financial goals through customized solutions. The institution believes in providing comprehensive advice and financial strategies that are in the best interest of their clients. They offer a range of financial products and services including life insurance options that can be tailored to individual needs. Thrivent operates with a higher purpose, aiming to empower individuals to make the most of their financial resources and give back to their communities. Membership with Thrivent offers access to financial expertise, tools for charitable giving, and a sense of community. The institution is part of Thrivent, a Fortune 500 company with a long history of financial strength and stability. Their financial advisors do not provide legal, accounting, or tax advice, but offer guidance through a Financial Planning Framework. Thrivent is committed to helping clients navigate their financial journey with clarity and confidence.

Eric Bilger - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. For over 30 years, the team at Bilger Financial Group has been dedicated to helping clients achieve and maintain their financial goals through customized financial solutions. They believe in providing comprehensive advice and financial strategies that are in the best interest of their clients. Thrivent, the parent company, is committed to providing financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their financial resources. Membership with Thrivent offers access to tools and resources for giving back to the community and living a more meaningful life. The company has a long heritage of financial strength and fiscal stability, serving over 2 million clients and supporting the communities in which they operate. Thrivent's financial advisors and professionals are dedicated to providing expert guidance and support throughout the financial journey of their clients. Be sure to visit their website for more information on professional designations and licensing requirements.

Michael Cousins - Thrivent is a finance institution located at 1400 Old Country Road in Westbury, New York, United States. With a team that has been in the industry for over 30 years, Bilger Financial Group offers a wide range of financial products and services to help clients achieve and maintain their financial goals. The institution believes in providing comprehensive advice and financial strategies that are in the best interest of their clients, ensuring financial clarity and confidence as they work towards their goals. Thrivent also offers life insurance solutions that can be customized to individual needs, as well as a commitment to giving back to the community. By joining Thrivent, clients become part of a community looking out for each other, with access to tools and resources to live a more meaningful life. The institution is proud to be part of Thrivent, a Fortune 500 company with a long heritage of financial strength and fiscal stability, serving over 2 million clients and their communities. Thrivent's financial experts provide market updates and outlooks to help clients navigate their financial journey. It is important to note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients should consult their own professionals for such matters.

J T Shulman & Co is an accounting and finance institution located at 1400 Old Country Road in Westbury, New York, United States. At JTS Associates, their commitment extends beyond just financial services - they also prioritize supporting their community through compassionate outreach. Their philosophy of compassion and generosity not only benefits those around them but also enhances their workplace environment. Organizing teams for charitable initiatives is a major focus in their annual calendar, with a strong emphasis on giving back to charities close to their hearts, families, clients, and friends. Over the past 6 years, they have raised over $100,000 for various charities and continue to make a positive impact in their community. JTS Associates truly cares about making a difference.

Welcome to Vacca Family Law Group, your trusted partner in navigating the complexities of family law with a focus on peaceful and amicable resolutions. Located at 60 East 42nd Street in the heart of Manhattan, New York, we are dedicated to helping you dissolve your marriage without the need for litigation. Our compassionate team is committed to addressing the emotional, financial, and legal aspects of divorce, ensuring that each client's unique circumstances are understood and respected. At Vacca Family Law Group, we specialize in collaborative divorce processes, offering creative and sometimes unconventional solutions tailored to your needs. Our experienced attorney mediators guide you and your spouse toward amicable agreements, minimizing conflict and keeping control in your hands rather than in the courtroom.