Financial planning advisors in Uniondale, New York
44 results found
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United Benefit Plans Inc.
United Benefit Plans Inc. is a finance and insurance agency located at 405 RXR Plaza in Uniondale, New York, United States. With a focus on providing comprehensive and tailored benefit plans to individuals and businesses, United Benefit Plans Inc. offers a wide range of financial and insurance services to meet the diverse needs of their clients. Their team of experienced professionals is dedicated to helping clients navigate the complex world of finance and insurance, ensuring they have the coverage and support they need to protect their assets and secure their financial future.
Edelman Financial Engines
Edelman Financial Engines is a leading financial institution located at 1130 RXR Plaza in Uniondale, New York, United States. Specializing in finance, they offer a wide range of services to help clients manage their investments and achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides personalized advice and guidance to help individuals and businesses make informed decisions about their finances. Whether you are planning for retirement, saving for the future, or looking to grow your wealth, Edelman Financial Engines can help you navigate the complex world of finance with confidence.
Q6 Advisors, Inc.
Q6 Advisors, Inc. is a finance institution located at 333 Earle Ovington Boulevard in Uniondale, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are planning for retirement, managing your investments, or looking to grow your wealth, Q6 Advisors, Inc. is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
McKenna Financial Planning
McKenna Financial Planning is a finance institution located at 626 RXR Plaza in Uniondale, New York, United States. With 16 years of experience working for the largest investment firms on Wall Street, President Jason M. McKenna, CFP®, decided to join the national independent brokerage firm of LPL Financial in 2013 to better serve his clients. Operating under the name McKenna Financial Planning, the institution offers customized financial advice without the pressures of Wall Street firm management. As the #1 independent broker dealer, LPL Financial allows McKenna Financial Planning to choose the appropriate products and services that address clients' needs, as they do not offer any proprietary products. Securities are offered through LPL Financial, and investment advice is offered through The Pinnacle Financial Group, a Registered Investment Advisor. McKenna Financial Planning and The Pinnacle Financial Group are separate entities from LPL Financial. The LPL Financial representative associated with McKenna Financial Planning may discuss and/or transact securities business only with residents of certain states. Visit the website to review interesting calculators and learn more about the services offered by McKenna Financial Planning.
Credit Advisors Council - Credit Repair Uniondale
Credit Advisors Council - Credit Repair Uniondale is a finance institution located at 626 RXR Plaza, Uniondale, New York, United States. If you or your loved ones are struggling with managing monthly debt, Credit Advisors Council can help. They offer services such as credit counseling, debt counseling, pre-bankruptcy counseling, and budget counseling to help you become debt-free. Their experienced financial consultants can assist with understanding credit repair, student loan debt, identity theft, and more. By working with Credit Advisors Council, you can gain control of your finances and work towards a healthier credit rating. Testimonials from satisfied clients praise the institution for their assistance in reducing monthly expenses and navigating complex financial situations. Contact Credit Advisors Council today to start your journey towards financial freedom.
American Express Financial Advisors
American Express Financial Advisors is a renowned finance institution located at 333 Earle Ovington Boulevard in Uniondale, New York, United States. With a strong reputation for providing top-notch financial services and expert advice, American Express Financial Advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, the knowledgeable team at American Express Financial Advisors is here to assist you every step of the way. Trust in their expertise and experience to secure a brighter financial future for yourself and your loved ones.
Flushing Financial Corporation
Flushing Financial Corporation is a reputable bank and financial institution located at 220 RXR Plaza in Uniondale, New York, United States. Known for its strong financial services and commitment to customer satisfaction, Flushing Financial Corporation offers a wide range of banking products and services to individuals and businesses. With a focus on providing personalized solutions and expert financial advice, this institution is dedicated to helping its clients achieve their financial goals. Whether you are looking for a checking account, savings account, mortgage, or investment services, Flushing Financial Corporation is here to assist you every step of the way. Visit their location in Uniondale today to experience the exceptional service and expertise they have to offer.
Prudential | Andy Rivera | Life Insurance & Financial Services
Prudential, Andy Rivera, Life Insurance & Financial Services is a reputable finance and insurance agency located at 530 RXR Plaza in Uniondale, New York, United States. With a strong focus on providing quality life insurance and financial services, our team is dedicated to helping individuals and families secure their financial futures. Whether you are looking for life insurance coverage or need assistance with financial planning, our experienced professionals are here to guide you every step of the way. Trust Prudential, Andy Rivera, Life Insurance & Financial Services to protect what matters most to you.
Prudential | Lance Gordon|Life Insurance & Financial Services
Prudential | Lance Gordon| Life Insurance & Financial Services is a reputable finance and insurance agency located in Uniondale, New York, United States. With a strong focus on providing top-notch life insurance and financial services, our institution is dedicated to helping individuals and families secure their financial future. Our team of experienced professionals is committed to offering personalized solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance coverage or seeking assistance with financial planning, Prudential | Lance Gordon| Life Insurance & Financial Services is here to help you achieve your goals. Contact us today to learn more about our comprehensive range of services.
Dorothy Lester - Prudential Financial
Dorothy Lester - Prudential Financial is a reputable finance and insurance agency located at 530 RXR Plaza in Uniondale, New York, United States. With a strong commitment to providing excellent financial and insurance services, Dorothy Lester - Prudential Financial is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at this institution are ready to assist you every step of the way. Trust Dorothy Lester - Prudential Financial to provide you with personalized solutions tailored to your individual needs and financial situation.
Kirk Samlal - Prudential Financial
Kirk Samlal - Prudential Financial is a reputable finance and insurance agency located at 530 RXR Plaza in Uniondale, New York. With a strong focus on providing top-notch financial services and insurance solutions, Kirk Samlal - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The institution's team of professionals offers personalized guidance and expertise to ensure clients receive the best possible financial advice and insurance coverage. Whether you are looking for investment options, retirement planning, or insurance policies, Kirk Samlal - Prudential Financial is committed to delivering exceptional service and support to meet your needs.
Douglas Porter - Prudential Financial
Douglas Porter - Prudential Financial is a reputable finance and insurance agency located at 530 RXR Plaza in Uniondale, New York, United States. With a strong focus on providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. With a team of experienced professionals, Douglas Porter - Prudential Financial offers a wide range of financial products and services tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Douglas Porter - Prudential Financial is committed to providing exceptional service and support to help you make informed decisions and achieve financial success.
William McCreery - Prudential Financial
William McCreery - Prudential Financial is a well-established finance and insurance agency located at 530 RXR Plaza in Uniondale, New York, United States. With a strong reputation for providing top-notch financial and insurance services, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced professionals at William McCreery - Prudential Financial are here to assist you every step of the way. Visit their office today to learn more about their comprehensive financial solutions.
Premier Wealth Advisors, LLC
Premier Wealth Advisors, LLC is a finance institution located at 626 RXR Plaza in Uniondale, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer personalized wealth management services, investment strategies, and financial planning to individuals, families, and businesses. At Premier Wealth Advisors, LLC, we strive to provide expert guidance and support to help our clients build and protect their wealth. Contact us today to schedule a consultation and start planning for a brighter financial future.
Nexus Financial Strategies
Nexus Financial Strategies is a leading financial institution located at 530 RXR Plaza in Uniondale, New York, United States. Specializing in finance, Nexus Financial Strategies offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced professionals, clients can trust in the expertise and guidance provided by Nexus Financial Strategies to help them achieve their financial goals. Contact them today to learn more about how they can assist with your financial needs.
Copley Financial Group, Inc.
Copley Financial Group, Inc. is a finance institution located at 405 RXR Plaza, Uniondale, New York, United States. Our mission is to provide innovative strategies to help clients achieve financial security in retirement. We are committed to building lifelong relationships with our clients and always act in their best interests. Working with a Financial Planner can potentially increase annual returns by 3.5%, leading to significant wealth accumulation over time. We offer complimentary retirement planning consultations to help clients find a suitable strategy. Investing involves risk, and past performance does not guarantee future results. Trust us to enhance the value of our professional advice and help secure your financial future.
Empire Financial Partners of NY
Empire Financial Partners of NY is a leading finance and insurance agency located at 530 RXR Plaza in Uniondale, New York. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance coverage, or estate planning, our experts are here to offer personalized solutions tailored to your specific needs. Trust Empire Financial Partners of NY to provide you with the guidance and support you need to secure your financial future.
Robert Armieri - Ameriprise Financial Services, LLC
Robert Armieri - Ameriprise Financial Services, LLC is a finance institution located at 333 Earle Ovington Boulevard in Uniondale, New York, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Background and qualification information can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure and insights on the current market trends. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Robert Armieri, the advisor, may conduct securities business with residents of certain states. The institution values meeting clients to discuss their financial goals and cannot guarantee future financial results. Privacy and security are a top priority, with resources available on the website for protection against email fraud. Consider referring friends or family members for financial assistance, as Ameriprise Financial Services, LLC is committed to helping individuals achieve their financial goals.
Stacy Vanessa Pierre-Louis, Financial Advisor - Eagle Strategies
Stacy Vanessa Pierre-Louis, Financial Advisor at Eagle Strategies, is a trusted financial institution located at 333 Earle Ovington Boulevard in Uniondale, New York. Specializing in finance, Stacy Vanessa Pierre-Louis offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a commitment to excellence and a focus on client satisfaction, Stacy Vanessa Pierre-Louis, Financial Advisor at Eagle Strategies, is dedicated to providing top-notch financial guidance and support.
Robert Launer - Ameriprise Financial Services, Inc.
Robert Launer - Ameriprise Financial Services, Inc. is a finance institution located at 333 Earle Ovington Boulevard, Uniondale, New York, United States. Each Ameriprise advisor at this institution has their own "Top areas of focus" to help cater to your specific financial goals. You can review their backgrounds, credentials, and experience to find the advisor that aligns best with your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will then reach out to schedule a complimentary initial consultation. Whether you are looking for retirement planning, investment strategies, or wealth management, Robert Launer - Ameriprise Financial Services, Inc. can provide the personalized financial guidance you need.
Eugene Armieri - Ameriprise Financial Services, LLC
Eugene Armieri - Ameriprise Financial Services, LLC is a finance institution located at 333 Earle Ovington Boulevard, Uniondale, New York, United States. They offer a range of certifications and designations to their advisors, 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 cover a wide range of financial planning topics, ensuring that advisors are well-equipped to meet the needs of their clients.
Raymond James Financial Services
Raymond James Financial Services is a leading finance institution located at 626 RXR Plaza in Uniondale, New York, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment options and personalized financial planning solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced professionals at Raymond James Financial Services are dedicated to providing top-notch financial guidance and support.
Scott Vislocky - Prudential Financial
Scott Vislocky - Prudential Financial is a finance and insurance agency located at 530 RXR Plaza in Uniondale, New York, United States. Specializing in providing a wide range of financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. With a commitment to personalized service and tailored solutions, Scott Vislocky - Prudential Financial is the trusted partner for individuals and businesses seeking financial stability and peace of mind. Contact us today to learn more about our services and how we can assist you in building a strong financial foundation.
Thomas Brown CPA PC
Thomas Brown CPA PC is a reputable accounting and finance institution located at 626 RXR Plaza in Uniondale, New York. With a team of experienced and knowledgeable CPAs, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Thomas Brown CPA PC is dedicated to providing top-notch service and helping you achieve your financial goals. Contact them today to see how they can assist you with your accounting and finance needs.
Charmaine Robin - State Farm Insurance Agent
communication and trust. Johandri's caring and compassionate nature shines through in every interaction, making him a trusted advisor for those seeking insurance guidance. In his free time, Johandri enjoys exploring the vibrant cultural scene of Uniondale, immersing himself in local art galleries, music venues, and community events. He believes in the power of art and culture to bring people together and foster a sense of unity within the community. Johandri also has a passion for travel, seeking out new experiences and perspectives in different parts of the world. With his expertise, dedication, and genuine care for his customers, Johandri Almanzar is a valuable asset to the Charmaine Robin State Farm Agency. Whether you are looking for Life, Business, Homeowners, or Renters Insurance, Johandri's personalized service and commitment to excellence will ensure that you find the perfect insurance products to protect what matters most to you.
Derose and Associates LLC
Derose and Associates LLC is a leading accounting and finance institution located at 1033 Front Street in Uniondale, New York. With a team of experienced professionals, we provide a wide range of services to help individuals and businesses manage their finances effectively. Our expertise includes tax preparation, auditing, financial planning, and consulting. Whether you need assistance with your personal finances or require specialized accounting services for your business, Derose and Associates LLC is here to help. Contact us today to schedule a consultation and take control of your financial future.
Liberty Tax
Liberty Tax is a well-established financial institution located at 536 Uniondale Avenue in Uniondale, New York, United States. Specializing in tax preparation services, Liberty Tax offers expert guidance and assistance to individuals and businesses in navigating the complexities of tax laws and regulations. With a team of experienced professionals, Liberty Tax is dedicated to providing personalized and reliable financial solutions to help clients maximize their returns and minimize their tax liabilities. Whether you need help with filing your taxes, planning for the future, or resolving tax issues, Liberty Tax is here to help you every step of the way.
IMA Tax and Accounting LLC
IMA Tax and Accounting LLC is a top-notch accounting and finance institution located at 405 RXR Plaza, Uniondale, New York, United States. We are a full-service tax preparation, tax advisor, and accounting firm that specializes in modern solutions to help our clients reach their full financial potential. Our experienced team offers a wide range of financial services to both businesses and individuals. If you're looking for expert financial advice, feel free to reach out to us by phone or email. We look forward to helping you achieve your financial goals.
Wayne Rodriguez & Co. LLC / Finance Plus
Wayne Rodriguez & Co. LLC / Finance Plus is a reputable finance institution located at 405 RXR Plaza in Uniondale, New York. 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 help with investments, retirement planning, or estate planning, Wayne Rodriguez & Co. LLC / Finance Plus is dedicated to providing personalized solutions to meet your specific needs. Trustworthy and reliable, this institution is committed to helping clients navigate the complex world of finance with confidence and peace of mind.
K K Accounting
K K Accounting is a reputable institution located at 336 Uniondale Avenue in Uniondale, New York. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing high-quality financial solutions to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, K K Accounting is here to assist you every step of the way. Trust us to handle your financial needs with precision and care.
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