TOP 30 Financial management services in Lynbrook, New York

26 results found

Merrill Lynch Financial Advisor Michael Bausk is a finance institution located at 266 Merrick Road in Lynbrook, New York, United States. As a trusted financial advisor, Michael Bausk provides personalized financial planning and investment services to help clients achieve their financial goals. With expertise in wealth management, retirement planning, and investment strategies, clients can count on Merrill Lynch Financial Advisor Michael Bausk for expert guidance and support in navigating the complexities of the financial world.

Merrill Lynch Financial Advisor Glenn A Krevans is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The Polakoff/Krevans team offers a strategy that puts clients at the center of the planning process, focusing on personal goals and priorities. With access to global investing capabilities and banking solutions, the team assists in identifying and prioritizing personal goals such as education funding, retirement planning, health care costs, and wealth preservation. A personalized financial strategy is developed aligned with client goals, aiming to manage, grow, and preserve wealth. The team believes in a dynamic wealth management process that evolves with clients' changing needs and goals. By understanding clients' aspirations and priorities, the team creates a financial approach that reflects their investment personality and is built around life priorities. The Investment Personality Assessment is used to customize the financial approach to help clients pursue what matters most to them. Regular check-ins and adjustments to the financial approach ensure clients stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors help clients navigate the complexities of their financial lives to pursue their goals.

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.

Pace Financial Services is a reputable finance institution located at 106 Spencer Avenue in Lynbrook, 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 assistance with investments, retirement planning, or wealth management, we are here to help you achieve your financial goals. Visit us today and let us help you secure your financial future.

Carroll Financial Group is a reputable finance institution located at 40 Rowe Avenue in Lynbrook, New York. With a strong commitment to providing top-notch financial services to individuals and businesses, Carroll Financial Group offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Carroll Financial Group today and experience the difference in personalized financial services.

Merrill Lynch Wealth Management is a finance institution located at 266 Merrick Road, Lynbrook, New York. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We take the time to understand your priorities, retirement goals, education funding, business issues, cash management, and credit strategies. Our branch offers access to Merrill's investing resources and Bank of America's banking convenience to create a framework for addressing financial challenges. We are committed to transparency, trust, and openness, and our advisor teams strive to develop intimate relationships with clients to discuss a wide range of financial needs. Through volunteerism and charitable outreach, we support the communities where we live and work. Our culture is dedicated to providing training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice to help clients pursue their financial goals. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering the skills and knowledge needed to assist individuals in pursuing their unique financial goals. Please consult legal and tax advisors before making any financial decisions. We offer a broad range of brokerage, investment advisory, and other services. Remember that investing involves risk, and past performance does not guarantee future results.

Wolfsohn Financial Services is a reputable accounting and finance institution located at 153 Broadway in Lynbrook, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, investment management, or bookkeeping, our experts are here to help. Trust Wolfsohn Financial Services to help you navigate the complexities of the financial world and achieve your goals.

Merrill Lynch Financial Advisor Jody P Sacks is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. The AlexanderSacks Group is committed to helping clients pursue their goals by developing personalized financial approaches tailored to their specific needs. They prioritize client needs and oversee their progress over time, focusing on Goals Based Wealth Management and understanding the human side of finance. The institution offers access to Bank of America's products and services, as well as Merrill analytics, to individual and business clients. The team at The AlexanderSacks Group believes in earning the trust of clients by creating a transparent and responsive atmosphere. They work as a team, respecting each individual, and demonstrating integrity at all times. The institution believes in helping clients achieve their goals by providing personalized investment strategies and comprehensive financial solutions. With a focus on understanding clients' aspirations and priorities, The AlexanderSacks Group aims to create a financial approach that reflects their unique needs and financial situation. They offer ongoing support to help clients stay on track, regardless of market fluctuations. The team provides the latest investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making any financial decisions. The institution offers a broad range of brokerage, investment advisory, and financial planning services.

Merrill Lynch Financial Advisor Stuart R Schoenfeld is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. The team at Merrill Lynch is dedicated to building strong relationships with clients, providing personalized service, and helping individuals and families make important financial decisions. With access to global resources, the team is committed to understanding each client's goals, priorities, and aspirations. By developing personalized plans and implementing investment strategies, Merrill Lynch aims to help clients pursue their financial goals while managing risk. The institution offers a range of services, including personalized financial planning, investment insights, and banking solutions from Bank of America. The team of experienced advisors at Merrill Lynch Wealth Management is focused on helping clients achieve their goals, adapt to changes in the market, and make informed decisions. Whether clients are planning for retirement, saving for a home, or funding education, Merrill Lynch provides tailored solutions to address their needs and priorities. By getting to know each client personally, Merrill Lynch can create a financial approach that reflects their personality and helps them achieve their goals. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and pursue their long-term 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 Ravit Kaye, located at 266 Merrick Road, Lynbrook, New York, United States, offers a full range of wealth management services to highly accomplished individuals and their families. Ravit and her team of investment industry professionals combine their knowledge and capabilities with the global resources of Merrill to provide exemplary client service. With recognition from Forbes as a Top Women Wealth Advisor, Ravit is dedicated to helping clients achieve their financial goals through personalized advice and guidance. As a Chartered Retirement Planning Counselor™ and Merrill qualified Portfolio Manager, she can help clients pursue their objectives by managing their investments on a discretionary basis. With a background in finance and economics, Ravit is committed to building strong client relationships based on trust and personalized service. Whether it's transferring wealth to the next generation or customizing your financial approach, Ravit focuses on what matters most to you and your family. By understanding your goals and priorities, she can create a financial approach that reflects your personality and helps you address fluctuations in the market and changes in your life. Let Merrill Lynch Wealth Management Advisors help you navigate the financial complexities of life and build a customized investment approach to pursue your goals.

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.

Premier Risk is a health and insurance agency located at 142 Lakeview Avenue in Lynbrook, New York, United States. Our expert agents understand the needs of individuals, families, and business owners, providing affordable insurance policies to create security and confidence for our clients. As life and business are constantly changing, we are committed to building trusting relationships with our clients to offer the best insurance protection for every unique situation. We are dedicated to providing comprehensive risk management solutions by listening to our clients' concerns and assessing each situation carefully. Our staff is available for speedy and effective claims management, ensuring the highest possible outcome for our clients. As an independent, family-owned firm, we prioritize our clients' needs over corporate objectives or shareholder goals, offering the highest quality of consultative services.

R&W Brokerage Inc. is an insurance agency located at 8 Forest Avenue in Lynbrook, New York, United States. With a history dating back to 1961, we have been serving businesses and families in over 25 states, offering a range of business insurance, personal insurance, and employee benefits solutions. Our partnership with Iroquois allows us to bring you a variety of carriers to choose from, providing you with greater value and peace of mind. In today's digital age, the Internet has brought about new liability exposures for businesses. Cyber liability coverage is becoming increasingly important as technology plays a larger role in running companies. This coverage protects against unauthorized access of electronic data, computer theft, data breaches, and other cyber-related incidents. In the event of a data breach or cyber-attack, your company may incur expenses such as crisis management, forensic analysis, and business interruption. Having the right coverage in place can help mitigate these risks and keep your business operational.

Welcome to the Oscar Espinal State Farm Agency, located in Rockville Center, NY! Our agency proudly serves a wide range of areas including Oceanside, Baldwin, Lynbrook, Valley Stream, Malverne, as well as Nassau and Suffolk Counties. We're also here to assist customers throughout the Five Boroughs and the entire State of New York! With over four years of experience in the insurance and financial services industry, I've had the pleasure of helping numerous customers. As a graduate of Hofstra University, I believe in providing concierge service to all our valued customers. Our team possesses the proficiency and knowledge to address any questions you may have, and we're committed to treating you like family both today and in the future.

ODIFINANCIAL is a leading finance institution located at 700 Merrick Road in Lynbrook, New York. We specialize in providing a wide range of financial services to our clients, including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, ODIFINANCIAL is your trusted partner in navigating the complexities of the financial world. Visit us today to see how we can help you secure your financial future.

Harry Katz & Associates is a reputable finance institution located at 303 Merrick Road in Lynbrook, New York. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we have the knowledge and experience to guide you every step of the way. Trust Harry Katz & Associates to provide personalized financial solutions tailored to meet your unique needs.

Integrity Capital Group is a reputable finance institution located at 29 Broadway in Lynbrook, New York, United States. With a focus on integrity and trustworthiness, they provide a range of financial services to individuals and businesses. Whether you are looking for investment advice, wealth management, or assistance with loans, Integrity Capital Group is dedicated to helping clients achieve their financial goals. Their experienced team of professionals is committed to providing personalized solutions and exceptional customer service. Visit Integrity Capital Group today to see how they can help you secure a stable financial future.

M O = CPE, Vincent J. O'Brien, CPA is a reputable accounting and finance institution located at 205 Hempstead Avenue in Lynbrook, New York, United States. Specializing in continuing professional education (CPE), this institution is led by the experienced and knowledgeable Vincent J. O'Brien, CPA. With a focus on providing top-notch accounting and finance training, M O = CPE is dedicated to helping professionals in the field stay up-to-date with the latest industry standards and practices. Whether you are looking to enhance your skills or fulfill CPE requirements, this institution is the perfect choice for advancing your career in accounting and finance.

John W Halloran, CPA PC is a reputable accounting and finance institution located at 185 Merrick Road in Lynbrook, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to providing quality service and personalized solutions has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial guidance, John W Halloran, CPA PC is committed to helping you achieve your financial goals.

Moskowitz & Simons is an accounting and finance institution located at 88 C Atlantic Avenue in Lynbrook, New York, United States. We aim to help you understand the opportunities and potential rewards of taking a proactive approach to your personal financial situation. Our website offers valuable information on insurance, investing, retirement, estate planning, and wealth preservation. We provide access to calculators, videos, and instructions for downloading VENMO and PAYPAL 1099-K. Security-related transactions are managed by Halliday Financial, LLC. Please note that past performance may not indicate future results, and different types of investments involve varying degrees of risk. We recommend working with skilled professionals to pursue your financial goals. Income tax and accounting services are provided independently by KPStein CFP® Inc, DBA Moskowitz and Simons. Be sure to check the background of our investment professionals for your peace of mind.

Rosman & Co is a reputable accounting and finance institution located at 36 Harriet Place in Lynbrook, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and more. Their dedication to excellence and commitment to their clients' financial success sets them apart as a trusted partner in managing finances. Contact Rosman & Co today for all your accounting and finance needs.

Welcome to Long Island Public Adjusters, LLC, your trusted partner in navigating the complex world of insurance claims. Located at 34 East Main Street, Smithtown, New York, we specialize in providing expert public adjusting services to both residential and commercial clients across Long Island and the surrounding areas. As a dedicated general contractor and insurance agency, we are committed to ensuring that you receive the rightful benefits and settlements you deserve. At Long Island Public Adjusters, we understand that filing an insurance claim can be a daunting and overwhelming process. Without a detailed claims strategy, insurance companies may underpay you, leaving you with less than you deserve. This is where our expertise comes in. By hiring a public adjuster, you can unlock higher settlements and maximize your policy benefits.