TOP 30 Financial planning advice in Lindenhurst, New York

31 results found

Kingsview Partners Lindenhurst Office is a leading finance institution located at 138 South 1st Street in Lindenhurst, New York. Our team of experienced professionals is dedicated to providing expert financial advice and services to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our team is here to help. Visit us today to learn more about how Kingsview Partners can help you secure your financial future.

Marguerite Danaher is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 175 South Wellwood Avenue, Lindenhurst, New York, United States. Marguerite 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 Marguerite's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various individuals, including retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Marguerite is dedicated to providing comprehensive and tailored financial advice to her clients."

Edward Jones - Financial Advisor: Vince Perrotta, AAMS™|CRPC™ is a reputable financial institution located at 183 South Wellwood Avenue in Lindenhurst, New York, United States. Specializing in finance, Vince Perrotta offers expert advice and personalized financial planning services to help clients achieve their financial goals. With certifications as an AAMS™ and CRPC™, clients can trust in his expertise and commitment to providing top-notch financial guidance. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Vince Perrotta at Edward Jones is dedicated to helping you make informed decisions and secure your financial future.

Kingsview Partners Wealth Management, led by experienced Financial Planner Bill Koehler, is a trusted institution located at 138 South 1st Street in Lindenhurst, New York, United States. Specializing in finance, Kingsview Partners provides comprehensive wealth management services to help clients achieve their financial goals. With a personalized approach and a commitment to excellence, Bill Koehler and his team strive to provide expert financial planning and investment advice tailored to each individual's needs. Trust Kingsview Partners Wealth Management to guide you towards a secure financial future.

The Tax Office of Lindenhurst is a reputable accounting and finance institution located at 220 North Wellwood Avenue in Lindenhurst, New York. Our experienced professionals provide expert tax services to individuals and businesses in the area. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or filing, our dedicated team is here to help you achieve your financial goals. Visit us today to experience our personalized service and expertise in all aspects of taxation.

Welcome to Self Reliance NY Federal Credit Union - Lindenhurst Branch, your trusted partner in financial services located in the heart of Lindenhurst, New York. Conveniently situated at 225 North 4th Street, our branch is dedicated to providing personalized financial solutions to meet the diverse needs of our community. At Self Reliance NY Federal Credit Union, we offer a comprehensive range of financial services designed to help you achieve your financial goals. Whether you're looking to access your funds through our user-friendly ATM services or seeking expert financial advice, our team is here to assist you every step of the way.

Welcome to Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management. Located at 175 South Wellwood Avenue, Lindenhurst, New York, our practice is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Robert Gargiulo is a highly qualified financial advisor, holding numerous certifications that reflect a deep commitment to excellence and ethical standards in the finance industry. With credentials such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is equipped to address a wide range of financial planning needs, from investment strategies and asset allocation to estate planning and risk management.

First Choice Insurance, located at 646 Wellwood Avenue in Lindenhurst, New York, is a top-rated insurance agency offering a wide range of insurance products to clients in Queens, Brooklyn, Lindenhurst, Jamaica, Amityville, Babylon, Deer Park, Farmingdale, Massapequa, NY, and surrounding areas. Specializing in providing the cheapest car insurance, commercial insurance, flood insurance, general liability insurance, and homeowners insurance, First Choice Insurance is dedicated to offering low rates, low or no deposit options, E-Z payments, and instant coverage. With almost three decades of experience in personal and commercial insurance lines, First Choice Insurance is committed to building relationships with clients, offering accountability and availability every step of the way. The agency takes the time to understand each client's unique needs and circumstances before offering or writing a policy, ensuring that the products and services provided are right for their budget and easy to understand.

Thomas J. Sant: Allstate Insurance is a reputable insurance agency located at 7 West Hoffman Avenue in Lindenhurst, New York. With a strong commitment to providing top-notch insurance products and exceptional customer service, this agency is dedicated to helping individuals and families protect what matters most. Whether you are looking for auto, home, life, or business insurance, the knowledgeable agents at Thomas J. Sant: Allstate Insurance are here to assist you every step of the way. Trustworthy, reliable, and experienced, this agency is a trusted choice for all your insurance needs in the Lindenhurst area.

MG Multiservices is a trusted finance institution located at 300 35th Street in Lindenhurst, New York. Our team of experienced professionals is dedicated to providing a wide range of financial services to individuals and businesses in the United States. Whether you need assistance with taxes, accounting, insurance, or loans, we are here to help. With our commitment to excellence and customer satisfaction, you can trust MG Multiservices to meet all of your financial needs. Visit us today to learn more about how we can assist you in achieving your financial goals.

Danaher Wealth Management is a premier financial institution located at 175 South Wellwood Avenue in Lindenhurst, New York. Specializing in finance, our team of experienced professionals provides expert wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Danaher Wealth Management is dedicated to providing personalized solutions tailored to your individual needs. Trust us to guide you towards financial success and security.

R. Seeger Wealth Management, Ltd. is a full-service wealth management firm located at 138 South 1st Street, Lindenhurst, New York, United States. Established in 2010, founder Richard Seeger serves as a fiduciary to clients along the East Coast, offering expertise in retirement services, estate planning, trust services, and next generation wealth education. Richard is a CERTIFIED FINANCIAL PLANNER™ and an active member of the Financial Planning Association of Long Island, always prioritizing his clients' best interests with transparency. With a background in Business Administration and Finance, Richard has obtained various FINRA licenses and continues to further his education through conferences and seminars. As a member of the Knights of Columbus, Richard values family and treats his clients as such. Consult with R. Seeger Wealth Management for personalized financial advice and strategies to help you achieve your financial goals.

MTK Tax & Accounting, located at 330 North Delaware Avenue in Lindenhurst, New York, offers a wide range of services including Income Tax Preparation for businesses and individuals, Accounting, QuickBooks® Setup, Support and Training, Business Startup Services, and more. With years of experience working with small business owners, we provide personalized attention and support to help our clients grow. Our team of experts offers business consulting services to help develop financial strategies for business growth and success. Stay informed with the latest news on federal taxes, government tax updates, and local tax laws to ensure compliance and maximize your financial success.

HF Wrieth Insurance Agency is a reputable insurance agency located at 368 South Wellwood Avenue in Lindenhurst, New York. With a strong commitment to providing personalized and comprehensive insurance solutions, they offer a wide range of coverage options to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, their experienced team of agents is dedicated to helping you find the right policy at the best possible price. Trust HF Wrieth Insurance Agency to protect what matters most to you.

The Retirement Center, located at 125A South Wellwood Avenue in Lindenhurst, New York, is a comprehensive institution offering services in finance, health, insurance, and legal matters. Our team of experts specializes in Personal Financial Planning, Estate Planning, Medicaid Planning, Elder Law, Mortgages, Insurances, and Wealth Management. With our newly renovated office space, we provide a comfortable environment for clients to plan their retirement goals. Our passionate Retirement Specialists are dedicated to helping members of the community achieve financial preparedness for retirement, ensuring worry-free enjoyment of their assets. We prioritize education and transparency, offering guidance on Medicare, Social Security, Estate Planning, Mortgages, and Business Insurance. Contact us today for personalized financial advice and support in achieving your retirement dreams.

H&R Block is a renowned accounting and finance institution located at 610 North Wellwood Avenue in Lindenhurst, New York, United States. With a team of expert financial professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, and financial consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services tailored to meet your specific needs. Visit us today to experience the expertise and professionalism that sets us apart in the field of accounting and finance.

Matthew Tsombanis, CPA, P.C. is a reputable accounting and finance institution located at 152 North Wellwood Avenue in Lindenhurst, New York. 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 excellence and commitment to client satisfaction have made them a trusted partner for individuals and businesses seeking expert financial guidance. Whether you need assistance with your personal finances or help managing your company's accounting needs, Matthew Tsombanis, CPA, P.C. is here to help.

"It's Tax Time" is a reputable accounting and finance institution located at 656 North Wellwood Avenue in Lindenhurst, New York. Our experienced team of professionals is dedicated to helping individuals and businesses navigate the complexities of tax season. From filing personal tax returns to managing corporate finances, we provide expert guidance and support every step of the way. Trust "It's Tax Time" to ensure that your financial matters are handled with precision and care.

Sharp Tax dba Numbers Cruncher is a reputable accounting and finance institution located at 656 North Wellwood Avenue in Lindenhurst, New York, United States. With a team of experienced professionals, they specialize in providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. Whether you need assistance with filing your taxes or managing your finances, Sharp Tax dba Numbers Cruncher is dedicated to helping you achieve your financial goals with precision and efficiency.

Julio's IncomeTax Services is a reputable accounting and finance institution located at 411-B 40th Street in Lindenhurst, New York. With a team of experienced professionals, we provide expert tax preparation and financial services to individuals and businesses in the area. Our goal is to help our clients navigate the complexities of tax laws and maximize their financial well-being. Trust Julio's IncomeTax Services for all your accounting and finance needs in Lindenhurst, New York.

Strategic Small Business Services is a trusted accounting and finance institution located at 214 North Wellwood Avenue in Lindenhurst, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions and strategic guidance to small businesses. Whether you need assistance with bookkeeping, tax preparation, or financial planning, our experts are here to help you navigate the complexities of managing your finances. Trust Strategic Small Business Services to help your business thrive and succeed.

Arena James CPA is a reputable accounting and finance institution located at 138 South 1st Street in Lindenhurst, New York, United States. With a team of experienced CPAs, they offer a wide range of services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, bookkeeping, or financial planning, Arena James CPA is dedicated to providing top-notch services to their clients. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.

Tony Del Prete Tax Practice is a reputable accounting and finance institution located at 502 South Broadway in Lindenhurst, New York. With years of experience and expertise in tax preparation and financial planning, our team of professionals is dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with filing your taxes or managing your finances, Tony Del Prete Tax Practice is here to help. Trust us to handle all your accounting needs with precision and efficiency.

Lou Ciciliato, CPA PC is a reputable accounting and finance institution located at 1020 North Monroe Avenue in Lindenhurst, New York. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and auditing. Clients can trust in their expertise and dedication to helping individuals and businesses with their financial needs. Whether you need assistance with tax compliance or strategic financial planning, Lou Ciciliato, CPA PC is the institution to turn to for reliable and professional service.

Capital One Bank is a leading financial institution located at 300 South Wellwood Avenue in Lindenhurst, New York, United States. As a trusted bank, Capital One offers a wide range of financial services including checking and savings accounts, loans, credit cards, and investment options. With convenient ATM access and a reputation for excellent customer service, Capital One Bank is committed to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference Capital One can make in your financial future.

Ridgewood Savings Bank is a trusted financial institution located in Lindenhurst, New York. As a full-service bank, Ridgewood Savings Bank offers a wide range of banking and financial services to meet the needs of individuals and businesses in the community. Whether you're looking to open a checking or savings account, apply for a loan, or simply need to access cash from the ATM, Ridgewood Savings Bank is here to help. With a commitment to excellent customer service and a strong reputation for reliability, Ridgewood Savings Bank is a convenient and reliable choice for all your banking needs.

Welcome to Divorce & Family Mediation Center, LLC, your trusted partner in navigating the challenging journey of separation and divorce. Located at 326 South Wellwood Avenue, Lindenhurst, New York, we specialize in offering a compassionate and sensible approach to divorce mediation for both traditional and non-traditional families. At our center, we understand that contemplating a separation or divorce can be daunting. That's why we invite you to explore our website to gain valuable insights into the legal separation and divorce process. Our team is here to answer any questions you may have about divorce mediation, separation agreements, and other aspects of the process. Rest assured, all consultations are confidential and your first phone consultation is free of charge.

Welcome to Citi, your trusted partner in banking and financial services, conveniently located at 120 Sunrise Highway, North Lindenhurst, New York. At Citi, we are committed to providing you with a comprehensive range of financial solutions to meet your personal and business needs. Whether you're looking to access ATM services, open a new account, or seek expert financial advice, our dedicated team is here to assist you every step of the way. Experience the convenience and reliability of our services as we strive to help you achieve your financial goals. Visit us today and discover why Citi is the preferred choice for banking and finance in North Lindenhurst.

Welcome to Trendcredit Corporation, your trusted partner in financial services located conveniently at 152 West Hoffman Avenue, Lindenhurst, New York 11757. We specialize in providing reliable ATM and finance solutions tailored to meet your needs. Our state-of-the-art ATMs offer 24/7 access to your funds, ensuring you are never far from your money when you need it most. At Trendcredit Corporation, we are committed to delivering exceptional service with a focus on security and convenience. Whether you're managing everyday transactions or planning for future financial goals, our team is here to support you with expert advice and personalized solutions. Visit us today and experience the difference at Trendcredit Corporation, where your financial well-being is our top priority.

Welcome to USAA, your trusted financial partner located conveniently at 200 East Montauk Highway, Lindenhurst, New York. As a leading provider of financial services, we are committed to offering a seamless and secure banking experience to our valued customers. Our ATM services are designed to provide you with quick and easy access to your funds, anytime you need it. Whether you're looking to withdraw cash, check your account balance, or manage your finances, our state-of-the-art ATM is here to serve you. At USAA, we pride ourselves on delivering exceptional service and support to help you achieve your financial goals. Visit us today and experience the convenience and reliability that USAA is known for.