TOP 30 Financial education in Jericho, New York

29 results found

Linda Sama - RBC Wealth Management Financial Advisor is a reputable financial institution located at 1 Jericho Plaza in Jericho, New York, United States. As a dedicated financial advisor, Linda Sama offers personalized wealth management services to help clients achieve their financial goals. With a focus on providing expert financial guidance and tailored investment strategies, Linda Sama is committed to helping clients build and preserve their wealth for the future. Whether you are planning for retirement, saving for education, or investing for the long term, Linda Sama - RBC Wealth Management Financial Advisor is here to provide you with the professional expertise and support you need to navigate the complexities of the financial world.

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.

Merrill Lynch Financial Advisor Kenneth Gatto, located at 100 Jericho Quadrangle in Jericho, New York, offers personalized financial advice and guidance. The Gatto, Gatto, Hughes Group believes in building relationships through teamwork and involvement, providing access to global investment capabilities and banking convenience. With a focus on understanding your goals and priorities, the team at Merrill Lynch works to create a customized financial approach tailored to your needs. Through the Investment Personality Assessment and ongoing discussions, they aim to help you pursue your financial goals and adapt to life changes. The team of experienced professionals at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Whether you're planning for retirement, saving for a home, or funding education, Merrill Lynch aims to help you achieve your goals and manage investment risk. With access to the resources of Merrill and Bank of America, the team at Merrill Lynch is committed to helping you navigate the complexities of your financial life and reach your goals.

James Montalto is a dedicated financial advisor at RBC Wealth Management located at 1 Jericho Plaza in Jericho, New York. With a strong background in finance, James provides personalized investment strategies and expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, James Montalto is committed to providing top-notch financial advice and exceptional service. Contact James Montalto at RBC Wealth Management today to start planning for a secure financial future.

Merrill Lynch Financial Advisor Thomas Travers IV is a finance institution located at 100 Jericho Quadrangle in Jericho, New York, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial planning and investment strategies tailored to individual goals and priorities, with a focus on managing investment risk. Their mission is to understand each client's unique needs and help them pursue their financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop a customized approach to address their financial needs. Through the Investment Personality Assessment, they gain a deeper understanding of each client's investing preferences and goals. They believe that financial success can be achieved by making informed investment decisions that align with personal goals. The team at Merrill Lynch Wealth Management Advisors is committed to helping clients stay on track to achieve what matters most to them, adjusting their financial approach as life and goals change. By prioritizing the client's needs and goals, they create a financial plan that reflects their personality and helps them navigate market fluctuations. The institution offers a range of services, including personalized investment strategies, financial planning, and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship, Merrill Lynch Financial Advisor Thomas Travers IV puts the client first, every day.

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.

Merrill Lynch Financial Advisor Jacob Flikshteyn, located at 100 Jericho Quadrangle in Jericho, New York, offers personalized financial advice and guidance to help individuals and families pursue their financial goals. The institution, part of The Leiman Group, values teamwork and involvement to provide access to global investment capabilities and banking convenience through Bank of America. The advisors at Merrill believe in building strong client relationships based on trust and personalized service. By understanding your priorities, risk tolerance, and financial goals, the team works with you to develop a personalized plan that evolves over time to reflect changes in your life and the financial markets. As a client, you can expect transparency on potential risks and opportunities, as well as ongoing support to ensure your strategy stays on track. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Jacob Flikshteyn is committed to helping you achieve your goals with a customized investment approach centered on your needs and aspirations.

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.

Xavier Allen is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 6900 Jericho Turnpike in Syosset, New York, United States. Xavier holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Xavier's expertise in asset management, retirement planning, estate planning, investment strategies, and risk management. Additionally, Xavier is trained in behavioral finance, philanthropy, annuities, and special needs planning. With a commitment to ethical practices and continued education, Xavier Allen provides comprehensive financial advice and services to clients, helping them achieve their financial goals and secure their financial future.

Eileen Kohler, a Financial Advisor at Ameriprise Financial Services, LLC, located at 333 Jericho Turnpike in Jericho, New York, is dedicated to helping clients achieve their financial goals. With a focus on retirement planning, education savings, and investment strategies, Eileen provides personalized recommendations based on individual goals and risk tolerance. Regular meetings are scheduled to review progress and adjust strategies as needed. Clients have secure access to their accounts and can track their progress towards their financial goals from any device. Eileen also offers insurance solutions to protect against the unexpected. To learn more about how Eileen can help you reach your financial goals, schedule a complimentary initial consultation. Please note that all investment products are subject to risks, and Ameriprise Financial Services, LLC is a registered investment adviser and a member of FINRA and SIPC. Eileen is registered to conduct securities business in certain states, so please refer to FINRA's BrokerCheck website for more information. Contact Eileen today to discuss your financial needs and start planning for a more secure future.

Edward Jones - Financial Advisor: John T Malinak, AAMS™ is a leading finance institution located at 2193 Jericho Turnpike in Commack, New York, United States. With a focus on providing personalized financial planning and investment services, John T Malinak, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, John T Malinak, AAMS™ offers expert advice and guidance to help you make informed decisions. Trust in Edward Jones - Financial Advisor: John T Malinak, AAMS™ for all your financial needs.

De 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.

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.

Dix Hills Animal Hospital, located at 1166 East Jericho Turnpike in Huntington, New York, is a top-notch veterinary care facility dedicated to providing compassionate and professional services for your beloved pets. Our experienced veterinarians and support staff are committed to ensuring the health and well-being of your furry companions. Our state-of-the-art animal hospital offers a wide range of services, including preventative care, diagnostics, surgery, dental care, and more. We strive to make sure you and your pet feel comfortable and welcome during your visit, and our team is always available to answer any questions or address any concerns you may have.

Cyber Trading University, located at 6800 Jericho Turnpike in Syosset, New York, is a prestigious institution specializing in finance education. As a university dedicated to the world of cyber trading, students can expect top-notch courses and resources to help them succeed in the fast-paced and ever-changing financial industry. With a focus on practical skills and real-world applications, Cyber Trading University is the perfect place for aspiring traders and finance professionals to hone their craft and achieve their career goals.

The Galliard Family Business Advisor Institute is a prestigious institution located at 6900 Jericho Turnpike in Syosset, New York. Our institute is dedicated to providing top-notch education and resources for family businesses looking to thrive and succeed in today's competitive market. Our expert advisors offer personalized guidance and support to help family businesses navigate challenges and achieve long-term success. Whether you are looking to improve your business strategy, succession planning, or financial management, the Galliard Family Business Advisor Institute is here to help you reach your goals. Join us and take your family business to the next level.

The Waltuch Simon Group at Morgan Stanley is a leading financial institution located at 2 Jericho Plaza in Jericho, New York. Our team of experienced professionals provides comprehensive financial services to help individuals and businesses achieve their financial goals. With a focus on personalized service and strategic planning, we offer a wide range of investment options and financial solutions to meet our clients' needs. Whether you are planning for retirement, saving for education, or growing your wealth, The Waltuch Simon Group at Morgan Stanley is here to help you navigate the complex world of finance with confidence and peace of mind.

Frank Iryami - Raymond James is a finance institution located at 6800 Jericho Turnpike, Syosset, New York, United States. Specializing in comprehensive planning, investment management, and financial coaching for business owners, retirees, and pre-retirees, Frank Iryami is dedicated to helping you grow your wealth for retirement and live your best life now. With over 25 years of experience, Frank takes the time to build strong relationships with each client, providing education and guidance to help them achieve their financial goals. Whether you need assistance with income protection, college planning, retirement planning, or estate planning, Frank will construct and manage customized portfolios designed to help you reach your stated goals. If you're looking for a partner who will empower you to make wise financial decisions and create a highly-customized financial plan that aligns with your values, Frank Iryami - Raymond James is the institution for you.

Center For Wealth Preservation, LLC is a finance and insurance agency located at 6800 Jericho Turnpike, Syosset, New York, United States. We believe in providing personalized financial planning services to help individuals and families achieve their unique financial goals. Our team of experts offers a wide range of services, including Business Solutions, Estate, Education, Retirement, and Special Needs planning. We take a holistic approach to financial planning, prioritizing building strong relationships with our clients and providing them with the guidance and support they need. Our goal is to ensure that our clients' interests always come first and that they have the information they need to make informed decisions about their finances. Contact us at 516-364-4203 for more information.

U.S. Wealth Group is a finance institution located at 7600 Jericho Turnpike in Woodbury, New York. With a focus on helping individuals and families achieve their financial goals, U.S. Wealth Group offers a wide range of financial services including investment planning, retirement planning, estate planning, and insurance solutions. Their team of experienced financial advisors are dedicated to providing personalized strategies to help clients build and protect their wealth. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, U.S. Wealth Group is committed to helping you navigate the complexities of the financial world and reach your financial objectives.

Douglas Abbate is a renowned institution located at 712A East Jericho Turnpike in Huntington Station, New York. This institution is committed to providing high-quality education and services to its students. With a strong emphasis on academic excellence and personal growth, Douglas Abbate offers a wide range of programs and resources to support student success. From state-of-the-art facilities to experienced faculty members, students at Douglas Abbate are equipped with the tools they need to thrive in their chosen field. Whether you are looking to further your education or enhance your skills, Douglas Abbate is the perfect place to achieve your goals.

Michael J. Meehan - RBC Wealth Management Branch Director is a reputable finance institution located at 1 Jericho Plaza in Jericho, New York, United States. As the branch director, Michael J. Meehan oversees a team of experienced financial advisors who provide personalized investment and wealth management services to clients. With a focus on building long-term relationships and delivering exceptional financial guidance, this institution is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or growing your wealth, Michael J. Meehan - RBC Wealth Management Branch Director is committed to providing expert advice and tailored solutions to meet your unique needs.

Richard 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.

Cogliano and Sons is a reputable accounting and finance institution located at 390 North Broadway, Jericho, New York, United States. Specializing in tax preparation and financial services for individuals and businesses, the team at Cogliano and Sons is dedicated to helping clients minimize their tax liability and navigate complex tax issues. With years of experience in dealing with IRS audits, the institution offers expert representation to ensure clients are properly supported when facing tax authorities. As a trusted business partner, Cogliano and Sons provides a range of services including income tax preparation, IRS and NY audit representation, payroll reporting, QuickBooks® setup and training, and more. The team at Cogliano and Sons believes in the value of relationships and views each client as a partner, offering personalized attention and advanced financial expertise.

Welcome to Huntington Auto Mall, your trusted used car dealer in Huntington Station, New York. Conveniently located at 493 East Jericho Turnpike, we proudly serve the communities of Suffolk County, Nassau County, Long Island, Queens, and beyond, including Connecticut. Our expansive inventory features a diverse selection of quality used vehicles from top manufacturers such as Acura, Audi, BMW, Chevrolet, Dodge, Ford, GMC, Honda, Hyundai, INFINITI, Jeep, Mazda, Mercedes-Benz, Nissan, Ram, Subaru, Toyota, and Volkswagen. At Huntington Auto Mall, we are committed to providing our customers with reliable vehicles that have been thoroughly inspected, ensuring peace of mind with every purchase. Many of our cars, SUVs, minivans, trucks, and pickups are eligible for extended service contracts and warranties, offering additional protection and value.

ATM Machine at Commack Hand Car Wash Welcome to the ATM Machine at Commack Hand Car Wash, your local financial service provider conveniently located at 2207 Jericho Turnpike, Commack, New York 11725, USA. We offer a seamless and efficient ATM experience designed to meet your financial needs, whether you're a business owner or an individual looking for quick cash access.

Welcome to Park East Construction Corp., your trusted partner in managing complex building projects in South Huntington, New York, and throughout the Long Island and Metro New York area. Located at 266 East Jericho Turnpike, we are a leading general contractor with a proven track record since 1989. Our expertise spans across both public and private sectors, with a focus on K-12 education, public libraries, fire districts, storage buildings, and residential apartment complexes. At Park East Construction, we pride ourselves on providing comprehensive project management from design to building operations. Our experienced team ensures meticulous planning, detailed execution, and unwavering attention to detail, delivering superior projects that exceed expectations. We serve as critical advocates and leaders for our clients, offering strategic guidance and optimizing financial performance while mitigating risks.

Welcome to Intelligent Fitness: Your Premier Fitness Boutique in Long Island Located at 3012a Jericho Turnpike, East Northport, New York, Intelligent Fitness is your go-to destination for achieving a healthier, fitter lifestyle. As Long Island’s original Fitness Boutique Gym, we pride ourselves on offering personalized fitness solutions designed to enhance your overall quality of life. Founded in 2001 by the dynamic husband-and-wife team, Phil Sottile and Stacey Lerman, Intelligent Fitness brings nearly 50 years of combined experience in health, fitness, and wellness to the community.

Welcome to the Suffolk County Industrial Development Agency (SCIDA), your local government office dedicated to fostering economic growth and development in Suffolk County, New York. Located at 100 Veterans Memorial Highway in Hauppauge, SCIDA is committed to enhancing the economic landscape of Long Island, which boasts over 1,110 miles of stunning shoreline and ranks among the top regions in the United States for educational attainment. Our mission is to support and empower businesses through strategic financial incentives, helping them to grow, thrive, and contribute to the region's robust economy. In 2015 alone, Long Island generated an impressive $170 billion in Gross Regional Product, surpassing the economic output of 20 states.