TOP 30 Financial consultants in Massapequa, New York

65 results found

MLS Financial Planning is a reputable finance institution located at 17 Cherokee Street in Massapequa, New York. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to save for retirement, plan for your child's education, or grow your investments, we are here to guide you every step of the way. Trust MLS Financial Planning to provide you with the tools and resources you need to secure a stable financial future.

Edward Jones - Financial Advisor: Laura A Raad is a reputable finance institution located at 1005 Park Boulevard, Massapequa Park, New York, United States. Laura A Raad is a trusted financial advisor who provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Laura A Raad offers expert advice on investments, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for a secure future, Edward Jones - Financial Advisor: Laura A Raad is dedicated to helping you navigate the complex world of finance with confidence.

MBM Financial Services, Ltd is a reputable finance institution located in Massapequa Park, New York. Specializing in providing financial services for homeowners, MBM offers a range of solutions to help individuals manage their home finances effectively. With a commitment to excellent customer service and tailored financial advice, MBM Financial Services, Ltd is a trusted partner for homeowners in the Massapequa Park area. Visit their office at 1 Overlea Court to learn more about their services and how they can help you achieve your financial goals.

John Hartnagel - Prudential Financial is a reputable finance and insurance agency located at 898 North Broadway in Massapequa, New York, United States. With a strong focus on providing personalized financial solutions and insurance products to meet the unique needs of each client, John Hartnagel - Prudential Financial is committed to helping individuals and businesses secure their financial future. The experienced team at this institution strives to offer top-notch services and expert advice to ensure their clients make informed decisions when it comes to managing their finances and protecting their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, John Hartnagel - Prudential Financial is dedicated to helping you achieve your financial goals.

A G Morgan Financial LLC is a finance institution located at 5260 Merrick Road in Massapequa, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our 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, A G Morgan Financial LLC is here to help you every step of the way. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.

Vincent Joseph Pernice: Primerica - Financial Services is a trusted finance and insurance agency located at 898 North Broadway in Massapequa, New York, United States. With a commitment to providing top-notch financial services, Vincent Joseph Pernice and his team offer a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, Primerica is dedicated to providing personalized and comprehensive financial services to meet your needs. Contact Vincent Joseph Pernice: Primerica - Financial Services today to start securing your financial future.

Achieve-it Consulting, LLC is a finance institution located at 524 Oakdale Avenue in Massapequa Park, New York, United States. We specialize in providing expert financial consulting services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to manage your investments, plan for retirement, or grow your business, Achieve-it Consulting, LLC is here to help you succeed. Contact us today to schedule a consultation and take the first step towards financial success.

Pentamon Consulting is a leading consulting firm located at 151 North Oak Street in North Massapequa, New York, United States. Our team of experienced consultants provides expert guidance and solutions to businesses looking to improve their operations, increase efficiency, and achieve their goals. With a focus on innovation and strategic thinking, Pentamon Consulting helps clients navigate challenges and seize opportunities in today's competitive market. Contact us today to learn how we can help your business thrive.

Li Financial Group Limited is a leading finance institution located at 4940 Merrick Road in Massapequa Park, New York. With a strong presence in the financial industry, we offer a wide range of services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Li Financial Group Limited is here to help. Visit us today to learn more about how we can assist you in building a secure financial future.

JOSEPH A MOCNIAK JR - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4510 Merrick Road, Massapequa, New York, United States, is a prestigious finance institution offering a wide range of services to individuals seeking expert financial advice. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the institution ensures that their advisors are highly qualified and knowledgeable in areas such as asset management, estate planning, retirement planning, and investment strategies. The institution also provides specialized services for domestic partners, seniors, retirees, and small business owners. Whether you are looking for advice on fixed-rate and variable annuities, estate planning, or long-term care insurance, the experienced advisors at JOSEPH A MOCNIAK JR - Private Wealth Advisor, Ameriprise Financial Services, LLC, are here to help you make informed financial decisions tailored to your individual needs.

Michael G Conway is a financial advisor at Ameriprise Financial Services, LLC located at 4510 Merrick Road in Massapequa, New York. With a focus on understanding your financial goals and priorities, Michael offers personalized advice to help you plan for the future. Whether you are saving for college, planning for retirement, or investing for the long term, Michael can help you feel more confident and in control of your financial life. As a registered advisor, Michael G Conway can only conduct securities business with residents of certain states. You can find more information about his background and qualifications on FINRA's BrokerCheck website. Schedule a consultation to discuss your financial goals and learn more about how Michael can help you prepare for the unexpected and achieve your objectives.

Thomas Augustus Matera - Financial Advisor at Ameriprise Financial Services, LLC, located at 4510 Merrick Road, Massapequa, New York, United States, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Thomas can help navigate the ups and downs of the market and plan for a secure retirement. The institution provides background and qualification information on FINRA's BrokerCheck website, as well as a Client Relationship Summary Disclosure. Through the Retirement InteractiveSM tool, clients can explore potential challenges to their retirement income and make informed decisions. Thomas Matera is registered to conduct securities business in select states and is a member of FINRA and SIPC. Ameriprise Financial cannot guarantee future financial results, but is committed to helping clients plan for a secure financial future. Clients are encouraged to refer friends and family members to Thomas Matera for personalized financial guidance.

Michael G Conway is a financial advisor at Ameriprise Financial Services, LLC located at 707 Broadway in Massapequa, New York, United States. With a focus on understanding your financial goals and priorities, Michael offers personalized advice to help you plan for the future with confidence. Whether you are saving for college, planning for retirement, or making investments, Michael is dedicated to helping you navigate the expected and unexpected aspects of life. With a background in finance and qualifications verified by FINRA's BrokerCheck website, Michael is committed to providing you with the guidance you need to achieve your financial objectives. Contact Michael G Conway today to start planning for a secure financial future.

Raymond James Financial Services is a finance institution located at 5510 Merrick Road in Massapequa, New York, United States. With a focus on providing comprehensive financial services to individuals and businesses, Raymond James offers a wide range of investment options, retirement planning, wealth management, and more. Their team of experienced financial advisors are 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 make smart investment decisions, Raymond James Financial Services is committed to providing personalized solutions tailored to your unique needs.

Ameriprise Financial: Wenzel Jeffrey E is a finance institution located at 5550 Merrick Road in Massapequa, New York, United States. Each Ameriprise advisor at this institution has specific “Top areas of focus” to cater to your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that aligns best with your needs. To get started, simply fill out the “Request consultation” form to connect with your desired advisor, who will reach out to you to schedule a complimentary initial consultation. Whether you are planning for retirement, investing for the future, or managing your wealth, Ameriprise Financial: Wenzel Jeffrey E can help you achieve your financial goals.

First Choice Insurance, located at 646 Wellwood Avenue in Lindenhurst, New York, is a top-rated insurance agency offering a wide range of insurance products to clients in Queens, Brooklyn, Lindenhurst, Jamaica, Amityville, Babylon, Deer Park, Farmingdale, Massapequa, NY, and surrounding areas. Specializing in providing the cheapest car insurance, commercial insurance, flood insurance, general liability insurance, and homeowners insurance, First Choice Insurance is dedicated to offering low rates, low or no deposit options, E-Z payments, and instant coverage. With almost three decades of experience in personal and commercial insurance lines, First Choice Insurance is committed to building relationships with clients, offering accountability and availability every step of the way. The agency takes the time to understand each client's unique needs and circumstances before offering or writing a policy, ensuring that the products and services provided are right for their budget and easy to understand.

Greg D'Amico - State Farm Insurance Agent is a reputable insurance agency located at 1026 Park Boulevard in Massapequa Park, New York, United States. Greg D'Amico holds a BBA in Finance from Hofstra University and a Juris Doctor from Touro Law School, both with honors. With a background as a former State Farm Claim Representative, Greg is well-equipped to help clients with their insurance needs. Specializing in various insurance products such as homeowners, auto, business, life, renters, and more, Greg and his team are dedicated to helping individuals manage risks, recover from unexpected events, and achieve their dreams. Whether you need coverage for your boat or yacht, assistance with estate planning, or advice on auto maintenance, Greg D'Amico is here to help.

The Vein Treatment Clinic located at 156 William Street in New York, NY is a top-rated institution specializing in non-surgical varicose and spider vein treatments. Led by a team of highly skilled and board-certified vein doctors, our state-of-the-art facility in FiDi, Manhattan offers minimally invasive procedures that are painless, safe, and require no downtime. Whether you are dealing with spider veins, varicose veins, or underlying venous insufficiency, our experts will customize a treatment plan to address your specific needs and goals. With a focus on patient comfort and satisfaction, our vein doctors provide clear explanations and personalized care throughout the treatment process. If you are experiencing symptoms of vein issues, such as leg pain, swelling, or visible veins, schedule a consultation with our vein specialists today. Conveniently located in the Financial District, our clinic is easily accessible from various locations in New York, including Brooklyn, Babylon, Islip, Deer Park, Massapequa, Merrick, Bellmore, Bay Shore, Farmingdale, and Bethpage. Trust the Vein Treatment Clinic for the best non-surgical vein treatments in FiDi, Manhattan.

Galarza Law Office P.C. is a finance institution located at 5020 Sunrise Highway in Massapequa Park, New York, United States. If you have been hurt or wronged, or are facing a legal uncertainty or problem, our office is here to help. Whether you are dealing with personal injury, foreclosure, debt, criminal accusations, or other legal issues, we offer a free consultation to discuss your situation and provide guidance. Let us help you navigate the legal process and work towards a resolution.

SGF Law, located at 135 Pinelawn Road in Melville, New York, is a boutique firm that offers a personalized approach with the benefits of a large firm. Serving clients throughout Long Island and surrounding areas such as Merrick, Massapequa, Baldwin, and more, SGF Law specializes in estate planning and elder law issues. With over 30 years of experience, the team at SGF Law is dedicated to helping individuals and families navigate important legal matters. Estate planning is crucial for everyone, regardless of age or financial standing. Without proper planning, state law will determine how your assets are distributed. The team at SGF Law is well-versed in estate planning and elder law, with over 45 years of combined experience handling thousands of cases. They can assist with complex issues to ensure proper planning for yourself or an older relative.

The Law Offices of DiPaolo & DiPaolo, LLP, located at 1130 North Broadway in Massapequa, New York, is a dedicated team of attorneys specializing in various legal matters such as matrimonial, family, criminal, personal injury, traffic, real estate, and estate planning. With over 50 years of combined experience, our Nassau County attorneys are skilled problem solvers who provide direct, 24/7 access to our clients throughout the handling of their cases. We understand the emotional and financial toll that divorce can take on individuals and families. Our team is committed to securing favorable outcomes in matters of child custody, support, and property division. In addition to divorce cases, we also handle criminal defense, real estate transactions, and personal injury claims.

Educational Compliance is a finance institution located at 190 Margaretta Avenue in Massapequa, New York. We specialize in providing comprehensive financial services and solutions for educational institutions, ensuring they are compliant with all regulations and requirements. Our team of experts is dedicated to helping schools and universities manage their finances effectively and efficiently, so they can focus on providing the best education possible for their students. Trust Educational Compliance to handle all your financial needs with professionalism and expertise.

Daniel G. Mazzola, CFA, CPA is a prestigious finance institution located at 91 Bayview Avenue in Massapequa, New York, United States. Led by the highly qualified and experienced Daniel G. Mazzola, who holds both the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations, the institution offers expert financial services to clients. With a strong focus on providing personalized and professional financial advice, Daniel G. Mazzola, CFA, CPA is committed to helping individuals and businesses achieve their financial goals.

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.

Doral Asset Managers Inc is a leading finance institution located at 248 North Maple Street in Massapequa, New York. With a strong track record of managing assets and providing financial services, Doral Asset Managers Inc is dedicated to helping clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies and expert advice to help clients navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Doral Asset Managers Inc is committed to providing superior financial solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.

Edward Helm CPA is a reputable accounting and finance institution located at 77 Chicago Avenue in Massapequa, New York, United States. With years of experience in the industry, our team of professionals provides top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, Edward Helm CPA is here to assist you every step of the way. Trust us to handle all of your accounting needs with precision and expertise.

Anderson Jonathan L is a reputable accounting and finance institution located at 1003 Park Boulevard in Massapequa Park, New York. With a team of dedicated professionals, they offer a wide range of financial services to individuals and businesses in the United States. Whether you need help with tax preparation, financial planning, or investment management, Anderson Jonathan L has the expertise and experience to meet your needs. Trustworthy and reliable, this institution is committed to helping clients achieve their financial goals and secure their financial future. Visit them today to see how they can assist you with your accounting and finance needs.

R&G Brenner Income Tax is a finance institution located at 5417 Merrick Road in Massapequa, New York. Specializing in income tax services, R&G Brenner offers expert advice and assistance to individuals and businesses looking to navigate the complex world of taxes. With a team of experienced professionals, clients can trust in the expertise and reliability of R&G Brenner Income Tax to help them maximize their returns and minimize their tax liabilities. Whether you need help with filing your annual taxes, planning for the future, or resolving tax-related issues, R&G Brenner is dedicated to providing top-notch service and support.

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.

A.J. Napolitano & Co. is a reputable accounting and finance institution located at 5510 Merrick Road in Massapequa, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation and bookkeeping to financial planning and investment advice, A.J. Napolitano & Co. is committed to helping their clients achieve their financial goals. With a focus on personalized service and attention to detail, they have earned a strong reputation for excellence in the industry.