TOP 30 Financial planning and investment advice in Uniondale, New York

22 results found

Michael Hunt - Prudential Financial is a reputable finance and insurance agency located at 530 RXR Plaza in Uniondale, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, and insurance solutions. Whether you are looking to secure your future or protect your assets, Michael Hunt - Prudential Financial is dedicated to helping you achieve your financial goals. Visit their office today to discuss your financial needs and create a personalized plan for a secure financial future.

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 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 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 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.

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.

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.

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.

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.

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 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. 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 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.

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.

The Law Office Of Natalie Jean-Baptiste, P.C. is a prestigious finance and legal institution located at 626 RXR Plaza in Uniondale, New York, United States. Led by the highly experienced and knowledgeable attorney Natalie Jean-Baptiste, the firm specializes in providing expert legal services in various areas of law, including finance, business, and real estate. With a strong commitment to excellence and client satisfaction, the Law Office Of Natalie Jean-Baptiste, P.C. is dedicated to helping individuals and businesses navigate the complexities of the legal system with skill and expertise.

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.

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.

Chernoff Diamond & Co., LLC is a leading financial institution located at 725 RXR Plaza in Uniondale, New York, United States. Specializing in finance, Chernoff Diamond & Co., LLC offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, they provide personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance services, Chernoff Diamond & Co., LLC is dedicated to helping you achieve your financial goals.

Kamen & Co Group Services is a leading finance institution located at 626 RXR Plaza in Uniondale, New York, United States. With a strong reputation for excellence in financial services, Kamen & Co Group Services offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch financial advice and services to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or estate planning services, Kamen & Co Group Services has the expertise and resources to assist you every step of the way. Contact them today to learn more about how they can help you secure your financial future.

Granata & Associates is a leading finance, health, and insurance agency located at 333 Earle Ovington Boulevard in Uniondale, New York. With a team of experienced professionals, we provide a wide range of services to help individuals and businesses achieve their financial goals and secure their health and assets. Whether you are looking for investment advice, health insurance options, or risk management solutions, Granata & Associates is dedicated to providing personalized and comprehensive services to meet your needs. Contact us today to learn more about how we can help you plan for a secure financial future.

Tax Miser Income Tax Center is a leading accounting and finance institution located at 358 RXR Plaza in Uniondale, New York, United States. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of income tax preparation and financial planning. With a focus on maximizing tax savings and minimizing liabilities, we provide personalized service tailored to each client's unique needs. Whether you are looking for assistance with tax filing, bookkeeping, or financial consulting, Tax Miser Income Tax Center is here to help you achieve your financial goals.

Self Reliance Federal Credit Union, located at 226 Uniondale Avenue in Uniondale, New York, is a trusted financial institution dedicated to helping members achieve financial independence and stability. With a focus on providing personalized service and competitive rates, Self Reliance FCU offers a range of financial products and services including savings accounts, loans, and online banking options. Whether you are looking to save for the future or secure a loan for a major purchase, Self Reliance FCU is committed to helping you reach your financial goals. Visit us today to learn more about how we can help you achieve self-reliance and financial success.