Financial expert advice in Plainview, New York
19 results found
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Edward Jones - Financial Advisor: Robert C Diaz, CFP®|AAMS™
Edward Jones - Financial Advisor: Robert C Diaz, CFP®|AAMS™ is a reputable financial institution located at 255 Executive Drive, Plainview, New York, United States. Specializing in providing personalized financial planning services, Robert C Diaz is a Certified Financial Planner and an Accredited Asset Management Specialist. With a commitment to helping clients achieve their financial goals, Edward Jones - Financial Advisor: Robert C Diaz, CFP®|AAMS™ offers a range of investment options and expert advice tailored to individual needs. Trustworthy and dedicated, this institution is a trusted partner in helping clients secure their financial future.
Petrocelli Zaidman - Tax accountants located in Plainview, NY
Petrocelli Zaidman is a reputable tax accounting firm located in Plainview, NY. With a convenient location at 255 Executive Drive, our team of experienced professionals is dedicated to providing top-notch accounting and finance services to individuals and businesses in the area. From tax preparation to financial planning, we are committed to helping our clients navigate the complexities of the tax system and achieve their financial goals. Trust Petrocelli Zaidman for all your accounting needs in Plainview, New York.
Raymond James Financial Services
Raymond James Financial Services is a leading finance institution located at 255 Executive Drive in Plainview, New York, United States. With a strong reputation for delivering personalized and comprehensive financial services, Raymond James is committed to helping individuals and businesses achieve their financial goals. From investment management to retirement planning, their team of experienced professionals provides expert guidance and tailored solutions to meet the unique needs of each client. With a focus on integrity and excellence, Raymond James Financial Services is dedicated to building long-lasting relationships and delivering exceptional financial advice.
Haller-Zaremba Insurance Agency
Haller-Zaremba Insurance Agency, located at 328 Hillside Avenue in Williston Park, New York, is a trusted health and insurance agency serving the community for over 81 years. As a family-owned and operated independent agency, we offer a wide range of insurance options including car, auto, home, renters, business, and liability insurance in Williston Park, East Meadow, Huntington, Mineola, Plainview, Rockville Center, NY, and surrounding areas. Our highly-qualified staff of professionals is dedicated to providing the most suitable insurance policies available on the market. We work with families and businesses to protect their interests and assets, offering personalized service to meet your individual needs. Whether you need auto insurance, homeowners’ insurance, business insurance, or any other type of coverage, Haller-Zaremba Insurance Agency is here to help.
David M. Ardam, P.C.
David M. Ardam, P.C. is a respected institution located at 94 Washington Boulevard in Commack, New York. Specializing in estate planning and elder law, our dedicated team at The Palermo Firm, LLC is committed to protecting you and your family's future by planning today. We strive to provide expert guidance to ensure you make the right decisions for your loved ones, both now and in the future. Our goal is to help you avoid legal disputes and conflicts between family members, making the estate planning process straightforward and efficient. We understand the importance of affordability and work to keep our services accessible to all clients.
Mortgage Wealth Advisors, Inc.
Mortgage Wealth Advisors, Inc. is a finance institution located at 255 Executive Drive in Plainview, New York, United States. Your home and mortgage are significant expenses in your life, and the financing strategy you choose can impact your future. Unlike traditional 'Big Box' lenders, we provide a unique and strategic Mortgage Planning Approach to ensure you receive the right mortgage tailored to your needs. Our goal is to offer a smooth process, quick closing, and a concierge experience for our clients. With decades of experience, we assist clients in buying their first home, trading up to their dream home, downsizing, or investing in properties. We also offer HomeBenefitsIQ, a Financial Education & Resource Program for employers and organizations. Contact Mortgage Wealth Advisors today for expert advice, competitive rates, and a personalized mortgage solution. Subscribe to our newsletter for industry news, financial strategies, and valuable resources.
Louis C. Ciliberti & Associates, Ltd.
Louis C. Ciliberti & Associates, Ltd. is a renowned finance institution located at 980 Old Country Road in Plainview, New York, United States. With a strong reputation for providing expert financial services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, our experienced team is here to provide personalized solutions tailored to your individual needs. Trust Louis C. Ciliberti & Associates, Ltd. for all your finance needs.
Glenridge Tax Services
Glenridge Tax Services is a reputable accounting and finance institution located at 70 Bluebird Lane in Plainview, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax services for individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help you navigate the complexities of the tax system and achieve your financial goals. Trust Glenridge Tax Services for all your accounting and finance needs.
PL Accounting Solutions LLC
PL Accounting Solutions LLC is a trusted accounting and finance institution located at 231 Floral Avenue in Plainview, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
Blutter & Blutter
Blutter & Blutter is a reputable institution located at 497 South Oyster Bay Road in Plainview, New York, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch advice and support to our clients. Whether you need help with tax planning, financial management, or legal representation, Blutter & Blutter is here to assist you every step of the way. Trust us to handle your financial and legal matters with precision and expertise.
CJB & Associates, Inc.
CJB & Associates, Inc. is a reputable financial consulting firm located at 329 South Oyster Bay Road in Plainview, New York. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our commitment to excellence and personalized approach sets us apart from other firms. Whether you need assistance with tax planning, investment strategies, or retirement planning, our knowledgeable team is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how CJB & Associates, Inc. can make a difference in your financial future.
Kevin Keane - Mortgage Loan Officer
Kevin Keane - Mortgage Loan Officer is a finance institution located at 1100 Old Country Road in Plainview, New York, United States. As a trusted mortgage loan officer, Kevin Keane provides expert guidance and personalized solutions to help clients secure the best mortgage options for their needs. With years of experience in the industry, Kevin Keane is dedicated to helping clients navigate the complex world of home financing with ease and confidence. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Kevin Keane is committed to providing exceptional service and support every step of the way. Contact Kevin Keane - Mortgage Loan Officer today to start your journey towards homeownership.
PASSKOFF HANNICK & DEFILIPPIS LLP
PASSKOFF HANNICK & DEFILIPPIS LLP is a reputable accounting and finance firm located at 255 Executive Drive in Plainview, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust this institution for their expertise and commitment to helping individuals and businesses achieve their financial goals.
Steven Schiebelhuth - Raymond James
Steven Schiebelhuth - Raymond James is a reputable finance institution located at 255 Executive Drive, Plainview, New York, United States. With a focus on providing expert financial advice and services, the team at Steven Schiebelhuth - Raymond James is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the professionals at this institution are committed to providing personalized solutions tailored to your individual needs. Trust Steven Schiebelhuth - Raymond James to guide you towards a secure financial future.
Krystal Tax LLC
Krystal Tax LLC is a reputable accounting and finance institution located on Harcourt Road in Plainview, New York, United States. With a team of experienced professionals, they provide expert tax services and financial advice to individuals and businesses. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for all your accounting needs. Whether you need help with tax preparation, bookkeeping, or financial planning, Krystal Tax LLC is dedicated to helping you achieve your financial goals.
Robert J. Futerman CPA PC
Robert J. Futerman CPA PC is a well-established accounting and finance institution located at 202 Newtown Road in Plainview, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting for individuals and businesses. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all your financial needs.
Richard L Klein - CPA PC
Richard L Klein - CPA PC is a well-established accounting and finance institution located at 1670 Old Country Road in Plainview, New York. With a team of experienced Certified Public Accountants, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, bookkeeping, or financial planning, Richard L Klein - CPA PC is dedicated to providing expert advice and personalized solutions to meet your specific needs. Trust in their expertise and professionalism to help you navigate the complexities of the financial world with confidence.
Tender-Lee Care Money Management, LLC
Tender-Lee Care Money Management, LLC is a reputable accounting and finance institution located at 329 South Oyster Bay Road, Plainview, New York, United States. With a team of experienced professionals, they offer expert financial services to individuals and businesses, including budgeting, financial planning, tax preparation, and investment management. Trust Tender-Lee Care Money Management, LLC to provide personalized and reliable financial solutions tailored to your specific needs.
Kevin Keane - Mortgage Loan Officer
Kevin Keane - Mortgage Loan Officer is a trusted finance institution located at 500 Old Country Road, Plainview, New York, United States. As a mortgage loan officer, Kevin Keane specializes in helping individuals secure the best mortgage options for their home buying needs. With years of experience in the finance industry, Kevin Keane provides personalized service and expert guidance throughout the loan process. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Kevin Keane is dedicated to finding the right solution for you. Contact Kevin Keane - Mortgage Loan Officer today to start your journey towards homeownership.
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