Financial future planning in Merrick, New York

Prudential | Richard Burg | Life Insurance & Financial Services is a reputable finance and insurance agency located at 2982 Judith Drive in Merrick, New York. With a focus on providing quality life insurance and financial services, our experienced team is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are looking for life insurance coverage or investment opportunities, we are here to assist you every step of the way. Contact us today to learn more about our services and how we can help you achieve your financial goals.

Ettinger Law Firm is a trusted institution specializing in elder law and estate planning services. Located at 100 Merrick Road in Rockville Centre, New York, their team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of planning for the future. Whether you need assistance with wills, trusts, Medicaid planning, or other legal matters related to aging and estate management, Ettinger Law Firm is committed to providing personalized and comprehensive solutions. With a focus on protecting assets and ensuring peace of mind for their clients, this reputable firm is known for their professionalism, expertise, and compassionate approach to legal representation. Contact Ettinger Law Firm today to schedule a consultation and begin planning for your future with confidence.

but it is certainly worth considering. "The Merrill Lynch Financial Advisor Jeremy Jacobs" institution, located at 266 Merrick Road, Lynbrook, New York, United States, is dedicated to managing your wealth with a personalized and flexible strategy tailored to your unique financial goals. The institution offers access to investment insights from Merrill and banking solutions from Bank of America, ensuring a comprehensive approach to wealth management. The team at Merrill Lynch Wealth Management, led by Jeremy Jacobs, is committed to building strong client relationships based on trust and personalized service. By conducting a Merrill Personal Wealth Analysis™, the institution can develop a personalized plan centered on your goals and priorities. With a focus on understanding your financial aspirations and priorities, the institution aims to help you achieve your goals through a tailored financial approach. Through ongoing discussions and adjustments to your financial plan, the institution ensures that your approach reflects changes in your life and the financial markets. With a mission to understand you and what matters most to you, the institution offers a personalized approach to managing investment risk and turning your goals into reality. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, the institution can help you develop a plan to address your financial needs. With a dedicated Merrill advisor by your side, you can benefit from personalized investment strategies and comprehensive financial solutions to help you pursue your goals. Contact "The Merrill Lynch Financial Advisor Jeremy Jacobs" institution today to start building a customized investment approach that reflects your unique needs and priorities.

Merrill Lynch Financial Advisor Jeffrey Schoenfeld is a reputable finance institution located at 266 Merrick Road in Lynbrook, New York, United States. With years of experience and expertise in the financial industry, Jeffrey Schoenfeld provides personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Jeffrey Schoenfeld is dedicated to helping you make informed decisions and secure your financial future.

Merrill Lynch Financial Advisor John C Varricchio is a trusted finance institution located at 266 Merrick Road in Lynbrook, New York, United States. With years of experience in the industry, John C Varricchio offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Merrill Lynch Financial Advisor John C Varricchio is committed to providing top-notch service and guidance every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Perkins-London Wealth Advisors - Ameriprise Financial Services, LLC is a trusted wealth management institution located at 90 Merrick Avenue, East Meadow, New York, United States. Recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers, we provide personalized investment recommendations based on your goals and risk tolerance. Our team of advisors helps you track your progress, adjust your approach as needed, and achieve generational success built on trust, excellence, and innovation. With a focus on simplifying life and reducing stress, we aim to inspire confidence and guide you towards a successful financial future. Schedule a complimentary consultation to learn more about how we can help you achieve your financial goals. Please note that Ameriprise financial advisors are registered to do business in certain U.S. states, and we cannot guarantee future financial results. We are committed to protecting your privacy and security, and we appreciate the opportunity to help your friends and family members with their financial goals as well. Contact us today to discuss what's most important to you and start planning for a brighter financial future.

Merrick Financial Group LLC is a reputable finance institution located at 1840 Merrick Avenue in Merrick, New York, United States. With a strong commitment to providing high-quality financial services, Merrick Financial Group LLC offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Merrick Financial Group LLC today to learn more about their services and how they can assist you in managing your finances effectively.

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.

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.

Alain Martin - TD Wealth Financial Advisor is a reputable finance institution located at 275 West Merrick Road in Valley Stream, New York, United States. As a trusted financial advisor, Alain Martin provides expert guidance and personalized wealth management services to help clients achieve their financial goals. With a strong focus on customer satisfaction and financial success, Alain Martin is dedicated to providing top-notch financial advice and solutions to individuals, families, and businesses. Contact Alain Martin - TD Wealth Financial Advisor today to start planning for a secure financial future.

Joseph Ossandon - TD Wealth Financial Advisor is a trusted financial institution located at 290 Merrick Road in Rockville Centre, New York, United States. Specializing in providing expert financial advice and services, Joseph Ossandon is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized solutions and top-notch customer service, Joseph Ossandon - TD Wealth Financial Advisor is committed to helping individuals and businesses navigate the complex world of finance with confidence. Contact them today to learn how they can help you reach your financial objectives.

Merrill Lynch Financial Advisor Simon Alexander, located at 266 Merrick Road, Lynbrook, New York, United States, offers personalized financial approaches to help clients pursue their most important goals. Whether planning for retirement, managing future expenses, or transferring wealth to future generations, the AlexanderSacks Group is committed to understanding clients' priorities and aspirations. By utilizing Merrill analytics and Bank of America's products and services, the group creates customized plans tailored to individual needs. The team focuses on Goals Based Wealth Management, emphasizing collaboration, transparency, and integrity in client relationships. Through the Investment Personality Assessment, clients can refine their investing preferences to align with their goals. With a dedicated team of experienced professionals, Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to help clients achieve their goals.

Merrill Lynch Financial Advisor Mark A Gutner is a renowned financial institution located at 266 Merrick Road, Lynbrook, New York, United States. With over 30 years of experience in the financial services industry, Mark has dedicated over 20 years to Merrill. His passion lies in helping clients manage their wealth effectively to meet their needs. Mark specializes in providing a comprehensive approach to wealth management for individuals and families. As a qualified Senior Portfolio Manager, he can assist clients in pursuing their objectives by managing personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark, a father of two living in Manhattan, currently resides in Rockville Centre, New York with his wife, Allison. At Merrill Lynch Wealth Management, Mark focuses on building personalized financial plans centered around the client's goals and priorities. He believes in understanding each client's unique needs and designing a tailored plan to help them pursue their financial objectives while managing investment risk. Mark's approach is to provide potential solutions that can turn aspirations into reality.

Merrill Lynch Financial Advisor Sophia Aslam, located at 266 Merrick Road, Lynbrook, New York, offers a personalized approach to financial planning. With a background in Economics and Journalism from Karachi University and a master's degree in Business Administration from New York Institute of Technology, Sophia Aslam has been in the financial services industry since 2000. By combining the investment resources of Merrill and the banking convenience of Bank of America, Sophia Aslam helps clients address various aspects of their financial lives. Sophia believes in building a personalized plan centered on clients' goals and priorities, adapting to changes in their lives and the financial markets. Through a deep understanding of clients' needs and aspirations, Sophia works to design and implement a financial approach that helps them pursue their goals while managing investment risk. Whether planning for retirement, buying a home, funding education, or passing wealth to future generations, Sophia focuses on providing customized solutions tailored to each client's unique circumstances. With a commitment to community involvement and ongoing support, Sophia Aslam is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor John Pierce Jonza, located at 266 Merrick Road, Lynbrook, New York, United States, is a finance institution dedicated to managing your wealth through a personalized and flexible strategy tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, John Pierce Jonza and his team offer personalized wealth management strategies to help you pursue your goals. By participating in the community and volunteering with local organizations, John Pierce Jonza follows the Merrill tradition of building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is developed and documented to help you achieve what matters most to you.

Al Osbourne is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Al Osbourne holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Al Osbourne specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. As a Certified Military Financial Advisor®, Al Osbourne is also trained to serve veterans and active duty military personnel. With a strong focus on ethics and expertise in various financial areas, Al Osbourne is dedicated to helping clients achieve their financial goals and secure their financial future.

Jonathan London is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States. Jonathan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. He is also a Certified Divorce Financial Analyst and a Certified Kingdom Advisor®, demonstrating his commitment to providing comprehensive financial planning services tailored to individual needs. With a focus on ethical practices and continuing education, Jonathan London is dedicated to helping clients achieve their financial goals and secure their financial future.

Belva Barned, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States, specializes in providing comprehensive financial planning services. Belva holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Belva is committed to upholding a high standard of ethics and continuously seeks to enhance her knowledge and skills to better serve her clients. Whether you are a retiree, small business owner, or high net worth individual, Belva's diverse expertise and personalized approach can help you achieve your financial goals. Contact Belva Barned today to discuss your financial needs and create a customized plan for your financial future.

James Newkirk is a Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States. James holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications highlight James' expertise in asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, James Newkirk can provide comprehensive financial advice tailored to your specific needs. Contact James Newkirk today for expert financial guidance.

Donald Gehrig is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue in East Meadow, New York, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Donald Gehrig is properly registered to conduct securities business with residents of certain states, as listed on FINRA's BrokerCheck website. The institution offers an overview of financial planning concepts during the initial consultation, but does not provide written analysis or recommendations. Ameriprise Financial cannot guarantee future financial results. Clients can expect personalized service and support in achieving their financial goals. The institution also emphasizes privacy and security, and users of the website are bound by the terms of Ameriprise Financial Website Rules and Regulations.

Edward Jones - Financial Advisor: Steven Katz is a reputable finance institution located on Merrick Road in Seaford, New York, United States. As a trusted financial advisor, Steven Katz provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, clients can feel confident in their financial future with the guidance of Steven Katz at Edward Jones.

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.

Klerer Financial Services, Inc. is a reputable finance institution located at 3272 Merrick Road in Wantagh, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Klerer Financial Services, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Visit them today to see how they can help you secure your 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.

Welcome to Douglas A Merrick Insurance, your trusted insurance agency located in the heart of Medford, New York. Conveniently situated at 3243 New York 112, our agency is committed to providing personalized and comprehensive insurance solutions to meet your unique needs. With years of experience in the industry, we pride ourselves on delivering exceptional service and expert advice to help you protect what matters most. Whether you're seeking auto, home, life, or business insurance, our knowledgeable team is here to guide you every step of the way. At Douglas A Merrick Insurance, we understand the importance of peace of mind and are dedicated to ensuring you have the right coverage at the best value. Visit us today to discover how we can assist you in safeguarding your future.

Farmers Insurance - Lucia Sharplis-Esprit is an insurance agency located at 21701 Merrick Boulevard in New York, United States. As a local Farmers® agent in the heart of Springfield Gardens in Jamaica, NY, Lucia Sharplis-Esprit helps customers identify the insurance coverage that best fits their needs. With over 15 years of experience, Lucia has the knowledge and tools to help customers understand their coverage options, whether it's auto, home, renters, business insurance, and more. Customers can get personalized assistance and learn about insurance discounts to save money. Services offered include comprehensive coverage, collision coverage, deductibles, medical payments, and more. Farmers Insurance provides products for over 80 years, offering insurance for homes, cars, life, renters, businesses, and more. Customers can get competitive rates with multi-line insurance discounts. Lucia Sharplis-Esprit can help customers review their life insurance policy, protect their personal belongings with renters insurance, customize a business insurance package, and get coverage for condos, motorcycles, boats, ATVs, travel trailers, motor homes, and personal watercraft. Additionally, customers can inquire about personal umbrella insurance for added protection.

Farmers Insurance - Nestor Morales is an insurance agency located at 268 Merrick Road in Rockville Centre, New York, United States. Nestor Morales, the owner of the agency, has a diverse background in the mortgage and entertainment industries before transitioning into the insurance business in 2012. With a strong code of ethics and a commitment to providing value to clients, Nestor aims to make a positive impact on the planet and local communities through the Farmers platform. The agency offers a range of insurance products, including car, home, life, renters, business, condo, and recreational insurance. Additionally, they provide financial services to help clients build a solid financial plan for the future. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers underwrite the policies offered by the agency. For more information or to get a quote, clients can contact Nestor Morales at the agency's location in Rockville Centre.

Farmers Insurance - Robert Tejada Marcelino is an insurance agency located at 90 Merrick Avenue, East Meadow, New York, United States. As a local Farmers® agent in East Meadow, NY, Robert Tejada Marcelino helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance products including auto, home, renters, business insurance, and more. Robert Tejada Marcelino can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, deductibles, medical payments, or other insurance needs, Robert Tejada Marcelino is available to answer any questions you might have. Contact Robert Tejada Marcelino for a personalized insurance quote and to learn about available discounts to help you save money. Whether you need insurance for your car, home, life, business, renters, condo, or recreational vehicles, Robert Tejada Marcelino can tailor an insurance package to meet your unique needs. Additionally, Robert Tejada Marcelino can help you build a solid financial plan for a secure future. Farmers Insurance and Financial Services offers options and flexibility to help you reach your financial goals. Contact Robert Tejada Marcelino today for an appointment and start planning for a secure future.