TOP 30 Financial needs in Merrick, New York

165 results found

Merrick Capital Cash Advance is a reputable finance institution located at 42 Broadway in New York City. We specialize in providing quick and convenient cash advances to help individuals and businesses with their financial needs. Our experienced team is dedicated to providing excellent customer service and finding the best solution for our clients. Contact us today to learn more about our services and how we can help you achieve your financial goals.

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.

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.

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.

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 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 David Rubin is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. David Rubin is a dedicated Financial Advisor at Merrill Lynch Wealth Management, focusing on providing personalized portfolio management to affluent families, accomplished professionals, and successful business owners. He believes in building long-term relationships with his clients and educating them on their financial situation to help them achieve their financial goals. In his leisure time, David enjoys travelling, cycling, cooking, and being an active member of his community. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. By understanding your investment personality and goals, David can help you create a financial approach that reflects your unique needs. With access to the investment insights of Merrill and banking solutions from Bank of America, he can assist you in managing, growing, and preserving your wealth. David is registered to do business in multiple states and offers investment insights, tips, and strategies to help you achieve your 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.

Thomas A Boatswain is a financial advisor at Ameriprise Financial Services, LLC located at 49 West Merrick Road in Freeport, New York, United States. He 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Thomas A Boatswain is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

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.

JOSEPH A MOCNIAK JR - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4510 Merrick Road, Massapequa, New York, United States, is a prestigious finance institution offering a wide range of services to individuals seeking expert financial advice. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the institution ensures that their advisors are highly qualified and knowledgeable in areas such as asset management, estate planning, retirement planning, and investment strategies. The institution also provides specialized services for domestic partners, seniors, retirees, and small business owners. Whether you are looking for advice on fixed-rate and variable annuities, estate planning, or long-term care insurance, the experienced advisors at JOSEPH A MOCNIAK JR - Private Wealth Advisor, Ameriprise Financial Services, LLC, are here to help you make informed financial decisions tailored to your individual needs.

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.

Randall C Perkins is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Specializing in finance, Randall Perkins holds various certifications such as 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Certified Military Financial Advisor®, Randall Perkins is also trained to serve veterans and active duty personnel. With a commitment to ethical practices and continuing education, Randall C Perkins is dedicated to providing comprehensive financial planning services for individuals and businesses.

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.

D R Financial Services is a well-established accounting and finance institution located at 22712 Merrick Boulevard in New York, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We are committed to providing personalized and high-quality financial solutions to help our clients achieve their financial goals. Visit us at D R Financial Services for all your accounting and finance needs.

Keats Tax & Financial Services is a reputable institution located at 64 Roydon Drive East in North Merrick, New York, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch tax and financial services to individuals and businesses alike. With a commitment to accuracy, reliability, and client satisfaction, we strive to help our clients navigate the complexities of tax laws and financial planning with ease. Trust Keats Tax & Financial Services for all your accounting and financial needs.

Merrick Pawn is a reputable finance institution and store located at 234-36 Merrick Boulevard in New York, United States. With a wide range of services and products available, Merrick Pawn offers customers the opportunity to buy, sell, or pawn a variety of items including jewelry, electronics, and collectibles. Their experienced staff provides fair appraisals and competitive rates, making it a trusted destination for those in need of quick cash or looking to purchase quality items at affordable prices. Visit Merrick Pawn today for all your financial and shopping needs.

Jovia Financial Credit Union is a trusted financial institution located at 5455 Merrick Road in Massapequa, New York. As a full-service credit union, Jovia offers a wide range of banking and financial services to meet the needs of its members. Whether you're looking for an ATM, a bank account, or assistance with your finances, Jovia is here to help. With a commitment to providing exceptional customer service and competitive rates, Jovia Financial Credit Union is dedicated to helping you achieve your financial goals.

Welcome to the Bank of America Financial Center, conveniently located at 21602 Merrick Boulevard, Queens, New York 11413. As a leading provider of banking and financial services, we are dedicated to offering our community a wide range of solutions to meet all your financial needs. Whether you're looking to open a new account, apply for a loan, or seek investment advice, our team of experienced professionals is here to assist you every step of the way. Our Queens location is designed to provide a comfortable and efficient banking experience, featuring state-of-the-art facilities and a welcoming atmosphere. We take pride in our commitment to customer service, ensuring that each visit to our financial center is both productive and enjoyable.

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.