TOP 30 Financial management services in West Islip, New York

23 results found

Merrill Lynch Financial Advisor Thomas P Riedy is located at 540 Montauk Highway, West Islip, New York, United States. This institution focuses on providing exemplary client service and has been recognized by Forbes as "Best-in-State Wealth Advisors" in 2019, 2022, and 2023. With over 80 years of combined experience in the financial services industry, Thomas P Riedy holds various professional designations such as the Certified Plan Fiduciary Advisor (CPFA) and Chartered Retirement Planning Counselor (CRPC®). He is dedicated to helping clients achieve their financial goals by creating personalized plans tailored to their needs and priorities. As a Merrill Lynch Wealth Management Advisor, Thomas P Riedy believes in building strong relationships with clients and staying informed about their changing life circumstances and financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, he works with clients to develop strategies to address their financial needs and help them pursue their goals. Thomas Riedy is registered to do business in multiple states and is committed to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Wealth Management, located at 540 Montauk Highway in West Islip, New York, is a leading finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized financial strategies tailored to each client's unique needs and goals. From retirement planning to estate planning, the advisors at Merrill Lynch Wealth Management are equipped to assist with a variety of wealth management challenges. In addition to financial planning services, the branch is dedicated to giving back to the community through volunteerism and charitable outreach. Employees at Merrill Lynch locations across the country are actively involved in fundraising activities to support local neighborhoods and causes. The institution is committed to maintaining vibrant and healthy communities.

Merrill Lynch Financial Advisor Stefano S Airo is a finance institution located at 540 Montauk Highway, West Islip, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer flexible wealth management strategies tailored to your individual financial goals and provide access to investment insights from Merrill and banking solutions from Bank of America. The institution focuses on understanding your priorities, goals, and family dynamics to create a personalized financial approach that evolves with your changing life circumstances. With a commitment to helping you achieve your goals, the advisors at Merrill Lynch strive to provide you with valuable insights, resources, and ongoing support to keep you on track. They offer personalized investment strategies, financial planning, and comprehensive solutions to address your financial needs and pursue your goals. Partner with Merrill Lynch Financial Advisor Stefano S Airo to create a financial approach that reflects your unique needs and priorities, and to receive guidance and support to help you navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Jeffrey Scharpf is a finance institution located at 540 Montauk Highway, West Islip, New York, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. They offer wealth management strategies tailored to each client's individual goals and priorities, with access to investment insights from Merrill and banking solutions from Bank of America. The advisors at Merrill Lynch focus on understanding what matters most to their clients, whether it's planning for retirement, buying a home, or funding a child's education. Through personalized financial planning and investment strategies, they aim to help clients achieve their financial goals and manage investment risk. The institution offers tools such as the Investment Personality Assessment and Merrill Personal Wealth Analysis™ to create customized plans centered on the client's objectives. With a commitment to staying on track and adapting to changes in the market and in the client's life, Merrill Lynch Financial Advisor Jeffrey Scharpf aims to help clients achieve their goals and live their best financial life.

Welcome to S.J. Cantore Tax Services L.L.C. At S.J. Cantore Tax Services L.L.C., located in the heart of West Islip, New York, we are committed to providing exceptional accounting and financial services tailored to meet your unique needs. Situated conveniently at 763 Pat Drive, our firm is dedicated to helping individuals and businesses navigate the complexities of tax preparation, financial planning, and accounting with ease and confidence.

Welcome to Walson Auto Services Center ATM, conveniently located at 409 Montauk Highway, West Islip, New York 11795. Our ATM provides quick and easy access to your financial needs, right in the heart of West Islip. Whether you need to withdraw cash, check your account balance, or perform other essential banking transactions, our state-of-the-art ATM is here to serve you 24/7. Positioned within the trusted premises of Walson Auto Services Center, our ATM ensures a seamless and secure banking experience, allowing you to manage your finances efficiently. Visit us today for reliable and convenient financial services in your neighborhood.

Gil Cosenza - State Farm Insurance Agent is a trusted insurance agency located at 133 East Main Street, Babylon, New York, United States. Our office is open from Monday to Friday from 9am to 5pm, and Saturdays by appointment. We specialize in providing a wide range of insurance services including auto insurance, homeowner's insurance, renter's insurance, life insurance, and more. With over 30 years of experience in the insurance industry, our team is dedicated to providing personalized and friendly service to all our customers. We are committed to helping you protect what matters most to you, whether it's your home, your vehicle, or your family.

Paul Cozzani - State Farm Insurance Agent is a reputable insurance agency located at 29 West Main Street, East Islip, New York, United States. As spring arrives on Long Island, now is the perfect time to address your life insurance needs. Contact our office to schedule an appointment and secure a cost-effective life insurance policy to protect your family. Paul Cozzani, the State Farm Agent, is a dedicated member of the East Islip community, actively involved in various organizations such as the Chamber of Commerce, Historic Society, and local clubs. With over 32 years of experience in the insurance industry, Paul is licensed by the Department of Financial Services in New York State.

Welcome to Avis Car Rental, conveniently located at 150 Arrival Avenue, Ronkonkoma, New York 11779, United States. As a trusted provider of car rental services, we are dedicated to delivering a seamless rental experience to all our customers. Special Offer: Enjoy one day free of the daily time and mileage charges on rentals of intermediate (group C) through full-size four-door (group E) cars. Please note that taxes, concession recovery fees, customer facility charges, and fuel charges are not included. Optional items such as Loss Damage Waiver (LDW) and other surcharges may apply. This offer is valid for a minimum three-day rental period, and the renter is responsible for any additional time and mileage charges beyond the complimentary day. Please be aware that this offer cannot be used for one-way rentals, and only one coupon can be applied per rental. This promotion is not valid in conjunction with any other offers and is available at Avis locations throughout the contiguous U.S., excluding the New York Metro area. Blackout periods may apply, and an advance reservation is required. This offer is subject to vehicle availability and may not be available for all rates at all times. Rentals must begin on or before December 31, 2024.

Welcome to Reynolds, Caronia, Gianelli & La Pinta, P.C., a premier law firm located at 200 Vanderbilt Motor Parkway, Suite C-17, Hauppauge, New York. With over 28 years of dedicated service in federal and state criminal defense, civil rights, and personal injury law, our firm is led by the esteemed Anthony La Pinta, a highly respected attorney recognized for his expertise and commitment to justice. Anthony La Pinta holds the prestigious “Preeminent-AV” rating by Martindale-Hubbell and has been featured in the New York Metro Edition of “Super Lawyers Magazine” for seven consecutive years (2014-2020). His impressive career includes defending high-profile cases that have garnered national media attention, representing a diverse clientele that includes law enforcement officials, financiers, politicians, attorneys, and physicians. Mr. La Pinta excels in handling white-collar, non-violent, and violent crime cases, achieving trial acquittals, sentencing mitigation, and post-judgment relief.

Welcome to Goldstein & Bashner, your trusted personal injury lawyers located at 320 Carleton Avenue, Central Islip, New York. With a deep understanding of the profound impact that serious personal injuries can have on individuals and their families, we are dedicated to fighting for justice and accountability on your behalf. At Goldstein & Bashner, we specialize in personal injury law, a field that encompasses a wide range of negligence and harm scenarios. Our experienced Long Island personal injury attorneys are ready to step into the fray, assess your case, and build the strongest possible claim to secure the financial compensation you deserve. Whether you are dealing with medical bills, lost wages, or emotional suffering, our team is here to guide you through the legal process with expertise and compassion.

Welcome to LCH Bookkeeping LLC, your trusted partner in comprehensive bookkeeping solutions tailored for small and medium-sized businesses. Located at 615 Cadman Road, West Islip, New York, we are a full-service Long Island firm dedicated to simplifying your financial management needs. At LCH Bookkeeping, we pride ourselves on offering a wide array of services, from QuickBooks cleanups to managing Accounts Receivable, ensuring all your bookkeeping needs are met efficiently and effectively. Our team is committed to treating your business as if it were our own, working closely with you to understand your unique requirements and crafting personalized bookkeeping, billing, and receiving programs.

Welcome to The First National Bank of Long Island, conveniently located at 151 West Main Street, East Islip, New York 11730. As a trusted institution in the banking and finance industry, we are committed to providing exceptional financial services to meet the diverse needs of our community. Our comprehensive range of offerings includes personal and business banking solutions, designed to help you achieve your financial goals. Please note our holiday hours: the bank will close early at 3:00 PM on Wednesday, July 3, and will remain closed on Thursday, July 4, in celebration of the holiday. However, our Online, Mobile, and Telephone Banking services are available 24/7 for your convenience, ensuring you can manage your finances anytime, anywhere.

Welcome to The First National Bank of Long Island ATM, conveniently located at 151 West Main Street, East Islip, New York 11730. As a trusted financial service provider, we offer 24/7 access to your banking needs through our state-of-the-art ATM facility. Whether you need to withdraw cash, check your balance, or manage your accounts, our ATM services are designed to provide you with seamless financial convenience. Please note our holiday hours: The bank will close early at 3:00 PM on Wednesday, July 3, and will remain closed on Thursday, July 4, in observance of the holiday. However, our Online, Mobile, and Telephone Banking services are available around the clock for your convenience.

Welcome to ATM (Pars Svc Station), your convenient and reliable financial service provider located at 540 Sunrise Highway, West Islip, New York. Situated in the heart of West Islip, our ATM offers easy access to your banking needs, ensuring you can manage your finances efficiently while on the go. Whether you need to withdraw cash, check your account balance, or perform other essential banking transactions, our state-of-the-art ATM is designed to provide a seamless and secure experience. Open 24/7, ATM (Pars Svc Station) is committed to delivering exceptional service, catering to both local residents and visitors alike.

Welcome to Nationwide Insurance: Devivo Associates Inc., your trusted insurance agency located at 718 Union Boulevard, West Islip, New York 11795. We are dedicated to providing comprehensive insurance solutions tailored to meet your individual and business needs. As a proud partner of Nationwide, we offer a wide range of insurance products, including auto, home, life, and commercial insurance, ensuring you receive the coverage you deserve. Auto Insurance: Protect your investment with reliable auto insurance from Nationwide. We understand the importance of safeguarding your vehicle against accidents and unforeseen events. Our team will work with you to create a personalized plan that takes into account factors like your driving habits and vehicle type, ensuring you get the best protection at a competitive price.

Welcome to Mark Raymond - State Farm Insurance Agent, your trusted insurance partner located at 282 Higbie Lane, West Islip, New York 11795. With over 43 years of experience as a State Farm agent, I am dedicated to providing personalized insurance solutions that meet the unique needs of our community. As a proud recipient of several prestigious awards, including the President's Club Life & Multi-Line Crystal Excellence Qualifier, Honor Agent Qualifier, and Ambassadors for Life Qualifier, I strive to offer exceptional service and comprehensive coverage options. At our agency, we understand the importance of staying informed in the ever-changing insurance landscape. Whether you're a self-supporting single looking to build sound financial habits or a homeowner seeking valuable earthquake insurance, we're here to help. We also offer guidance on auto maintenance tips to help you combat rising repair costs.

Welcome to Chase Bank, located at 251 Higbie Lane, West Islip, New York 11795. As a leading provider in the banking and financial services sector, we offer a comprehensive range of products and services to meet all your financial needs. At Chase, we are dedicated to providing exceptional support and guidance for both personal and business banking. Our Business Banking team is ready to assist you with improving cash flow, offering credit solutions, and managing payroll. Additionally, we provide online and mobile services, business credit cards, and payment acceptance solutions tailored specifically for businesses.

Welcome to Bank of America, conveniently located at 540 Montauk Highway, West Islip, New York. As a leading institution in banking and finance, we are dedicated to providing exceptional service to meet all your financial needs. Our West Islip branch offers a comprehensive range of services, including personal and business banking solutions, investment advice, and mortgage assistance. For your convenience, we feature a state-of-the-art drive-thru ATM, allowing you to conduct transactions efficiently from the comfort of your vehicle. Whether you're looking to manage your accounts, obtain financial guidance, or explore investment opportunities, our knowledgeable staff is here to assist you every step of the way.

Welcome to the Bank of America ATM (Drive-thru) located at 540 Montauk Highway, West Islip, New York 11795. Our convenient drive-thru ATM offers a quick and easy way to manage your financial needs from the comfort of your vehicle. Whether you need to withdraw cash, check your account balance, or deposit checks and cash, our state-of-the-art ATM is accessible 24/7 to serve you. Experience secure and efficient banking with the reliability and trust of Bank of America. Visit us today to enjoy seamless financial services tailored to your busy lifestyle.

Welcome to the Chase ATM located at 251 Higbie Lane, West Islip, New York 11795, United States. As a trusted financial institution, Chase offers a wide range of services tailored to meet your banking and financial needs. Whether you are managing personal finances or running a business, our convenient ATM services ensure you have access to your funds whenever you need them. At this location, you can easily manage your account, check balances, withdraw cash, and more. For our business clients, Chase provides specialized support through Business Banking, offering expert guidance on improving cash flow, credit solutions, and payroll management. Additionally, we offer online and mobile services, business credit cards, and payment acceptance solutions designed specifically for businesses.

Welcome to our conveniently located ATM at 250 Union Boulevard, West Islip, New York. Positioned in the heart of West Islip, our ATM provides easy access to a range of financial services, ensuring you can manage your money efficiently and securely. Whether you're withdrawing cash, checking your balance, or making a deposit, our user-friendly ATM is available 24/7 to meet your financial needs. We pride ourselves on offering a reliable and hassle-free banking experience, so you can focus on what truly matters. Visit us today and discover the convenience of our financial services at your fingertips.

Welcome to ATM (Montauk BP), your convenient and reliable financial stop located at 958 Montauk Highway, West Islip, New York. Situated within the bustling Montauk BP station, our ATM provides easy access to your financial needs 24/7. Whether you're on a road trip, commuting, or simply running errands, our ATM ensures you can manage your finances effortlessly and securely. With user-friendly features and a commitment to customer satisfaction, we strive to make your banking experience smooth and efficient. Visit us today for quick cash withdrawals, balance inquiries, and other essential banking services. At ATM (Montauk BP), your financial convenience is our priority.