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

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Proto Financial is a finance institution located at 1025 Old Country Road, Westbury, New York, United States. We offer finance solutions customized to meet your business needs, with a focus on helping small business owners across the U.S. in various industries. Our streamlined paperless application process and quick funding decisions based on actual business performance make financing easy and efficient. With the best financial technology in alternative lending, funds can be deposited in as little as 24 hours following approval. Our dedicated funding officers are here to assist you from the initial application to future funding needs. We strive to build lasting relationships with our clients and are committed to positioning your business for success. Whether you are looking for a merchant cash advance or an SBA 7(a) loan, Proto Financial is here to help you unleash your business potential and fuel your success.

Joseph Liana, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue in Westbury, New York, offers a wide range of financial services to individuals. Joseph Liana holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications signify his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, Joseph Liana is qualified to provide advice on fixed-rate and variable annuities, as well as issues impacting seniors and those planning for retirement through his CASL® credential. With a focus on providing comprehensive financial planning services, Joseph Liana is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.

Alain Martin - TD Wealth Financial Advisor is a leading financial institution located at 540 Jericho Turnpike in Mineola, New York, United States. As a trusted advisor, Alain Martin offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Alain Martin provides expert guidance and support to individuals and families looking to secure their financial future. With a commitment to excellence and a dedication to client satisfaction, Alain Martin - TD Wealth Financial Advisor is a top choice for those seeking professional financial advice and services.

Edward Jones - Financial Advisor: Danilise Diaz, AAMS™|CRPC™ is a reputable financial institution located at 400 Post Avenue, Westbury, New York, United States. Specializing in providing personalized financial planning services, Danilise Diaz, a certified AAMS™|CRPC™ financial advisor, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, this institution is dedicated to helping individuals and families navigate the complexities of the financial world and secure their financial future.

Alain Martin - TD Wealth Financial Advisor is a reputable financial institution located at 999 Old Country Road in Westbury, New York. As a trusted advisor, Alain Martin offers a wide range of financial services to help clients achieve their wealth management goals. With a focus on personalized solutions and expert advice, clients can trust in Alain Martin's expertise to navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or secure your financial future, Alain Martin - TD Wealth Financial Advisor is dedicated to providing top-notch service and guidance.

James Kelly is a Financial Advisor at Ameriprise Financial Services, LLC located at 1600 Stewart Avenue, Westbury, New York, United States. James Kelly holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. James Kelly is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, James Kelly is committed to helping clients achieve their financial goals. Contact James Kelly for expert financial advice and personalized wealth management solutions.

Alain Martin - TD Wealth Financial Advisor is a trusted financial institution located at 252 Peninsula Boulevard in Hempstead, New York, United States. As a leading financial advisor with TD Wealth, Alain Martin provides expert financial planning and investment advice to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Alain Martin helps clients navigate the complexities of wealth management and financial planning. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Alain Martin - TD Wealth Financial Advisor is dedicated to helping you secure your financial future.

Christopher Zarra is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States. Christopher Zarra 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 Christopher Zarra's expertise in asset management, estate planning, retirement planning, investment management, and more. Contact Christopher Zarra for comprehensive financial advice tailored to your individual needs.

Thomas Palkovich - Financial Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, is a trusted finance institution. With a focus on providing personalized financial advice, Thomas Palkovich helps clients navigate through retirement planning, investment strategies, and other financial goals. With a background and qualifications available on FINRA's BrokerCheck website, clients can trust in the expertise and professionalism of Thomas Palkovich. The institution offers a Retirement InteractiveSM tool to explore important retirement income issues and plan for the future.

Michael Stallone - Financial Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, offers comprehensive financial planning services. With a focus on helping clients achieve their financial goals, Michael Stallone provides personalized advice and guidance to individuals looking to secure their financial future. As a member of FINRA and SIPC, clients can trust in the expertise and professionalism of Ameriprise Financial Services, LLC. From investment products to retirement planning, Michael Stallone is dedicated to helping clients navigate the complexities of the financial world. Take the next step towards a more secure financial future by scheduling a complimentary initial consultation with Michael Stallone today.

John Merendino - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, is a finance institution that offers a wide range of specialized certifications and designations to ensure that their advisors are highly qualified to meet the diverse needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the institution provides expertise in areas such as estate planning, retirement planning, and investment strategies for individuals, retirees, and small business owners. Advisors at John Merendino - Private Wealth Advisor also hold certifications like ADPA™, AEP®, AIF®, AWMA℠, and more, showcasing their commitment to ethical practices and ongoing education in the field of finance. With a focus on providing tailored financial solutions and expert advice, the institution ensures that clients receive comprehensive and personalized wealth management services.

Michele Welch - Financial Consultant, Ameriprise Financial Services, LLC is a finance institution located at 1600 Stewart Avenue, Westbury, New York, United States. Michele Welch holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Michele Welch is committed to upholding a high standard of ethics and providing comprehensive financial planning services to meet the diverse needs of clients.

ClearEdge Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 1600 Stewart Avenue, Westbury, New York, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, our team is dedicated to helping clients achieve their long-term financial goals. We offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular progress reviews and updates, we ensure that your financial strategy adapts to life changes. Clients can easily access their investments and accounts from any device, track their progress, and communicate securely with us. Schedule a complimentary initial consultation to learn more about how we can help you reach your financial goals. Our team combines deep knowledge and a strong work ethic to make a positive impact on our clients' lives every day. Ameriprise financial advisors are registered to do business in certain U.S. states, and all services are provided with privacy and security in mind. Contact us today to start a conversation about what's most important to you.

Robert F De Stefano, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, offers a wide range of financial services to individuals. With 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®, clients can trust in the expertise and commitment to providing top-notch financial advice and services. Specializing in asset management, retirement planning, estate planning, investment strategies, and more, Robert F De Stefano is dedicated to helping clients achieve their financial goals with integrity and professionalism.

Bilger Financial Group, located at 1400 Old Country Road, Westbury, New York, United States, is a finance institution that has been serving clients for over 30 years. The team at Bilger Financial Group offers a full range of financial products and services to help clients reach and maintain their financial goals. They believe in building long-lasting relationships with clients and providing customized financial solutions tailored to individual needs at every stage of life. With a commitment to giving back to the community, Bilger Financial Group is proud to be part of Thrivent, a Fortune 500 company with a long heritage of financial strength and fiscal stability. Thrivent offers expert financial solutions, investments, insurance, banking, and generosity programs to help clients make the most of their finances and live more meaningful lives. As part of Thrivent, clients have access to tools and resources to achieve financial clarity and confidence as they work towards their goals and dreams. Thrivent's financial advisors and professionals provide comprehensive advice and guidance through a Financial Planning Framework, with options for further planning engagement through Dedicated Planning Services. With a focus on a higher purpose and collective ownership, Thrivent is dedicated to helping people build their financial futures and live more generous lives.

James Naples III is a Financial Advisor at Ameriprise Financial Services, LLC located at 1600 Stewart Avenue, Westbury, New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. James Naples III is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding the highest ethical standards and staying current with industry trends through continuing education. Contact James Naples III today for comprehensive financial planning services.

Jovia Financial Credit Union is a trusted financial institution located at 1000 Corporate Drive in Westbury, New York, United States. As a credit union, Jovia offers a range of banking and financial services to its members, including savings accounts, loans, and investment options. With a focus on providing personalized service and competitive rates, Jovia is committed to helping individuals and businesses achieve their financial goals. Visit their location today to experience the benefits of banking with Jovia Financial Credit Union.

South Shore Funding is a premier finance and real estate agency located at 927 Old Country Road in Westbury, New York. With a strong focus on providing exceptional financial services and real estate solutions, our team of experts is dedicated to helping clients achieve their financial goals and find their dream properties. Whether you are looking to secure a loan, invest in real estate, or sell your property, South Shore Funding is here to provide personalized and professional assistance every step of the way. Trust us to deliver top-notch financial and real estate services tailored to meet your individual needs.

FMS Advance is a leading finance institution located at 1400 Old Country Road in Westbury, New York, United States. Our institution offers advanced financial services and expertise to help individuals and businesses achieve their financial goals. With a team of experienced professionals, we provide specialized financial solutions tailored to meet the unique needs of our clients. Whether you are seeking investment advice, financial planning, or assistance with loans and credit, FMS Advance is here to help you navigate the complexities of the financial world. Trust us to guide you towards a secure and prosperous financial future.

Nicole King LLC is a reputable finance institution located on Sharon Lane in Westbury, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with investments, retirement planning, or wealth management, Nicole King LLC is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to client satisfaction set them apart in the industry. Visit them today to see how they can help you secure your financial future.

Essential Advisory Services is a leading finance institution located at 400 Post Avenue in Westbury, New York. Our team of experienced financial advisors provides essential services to help individuals and businesses navigate the complexities of the financial world. From investment planning to retirement strategies, we offer personalized guidance to help our clients achieve their financial goals. Trust Essential Advisory Services for expert financial advice and a commitment to your financial success.

HVS is a renowned finance institution located at 1400 Old Country Road in Westbury, New York, United States. With a strong reputation for providing expert financial services, HVS is a trusted partner for individuals and businesses seeking sound financial advice and assistance. The institution's knowledgeable team of professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment guidance, retirement planning, or assistance with managing your assets, HVS is committed to providing top-notch financial solutions tailored to your specific needs. Visit HVS today to experience the difference that expert financial guidance can make in your life.

Domenick D'Andrea, AIF, CRC, CPFA | DanDarah Wealth Management is a finance institution located at 1400 Old Country Road in Westbury, New York, United States. Our team of experienced professionals provides personalized wealth management services to help clients achieve their financial goals. With a focus on retirement planning, investment strategies, and risk management, we strive to create tailored solutions that meet the unique needs of each individual or family. Contact us today to learn more about how we can help you secure your financial future.

Statera Wealth Solutions, located at 25 Carle Road in Westbury, New York, is a finance institution that is dedicated to empowering clients towards optimal Financial Balance®. By changing the conversation about personal finance, Statera Wealth Solutions brings clarity and honesty to the table. Their unique approach focuses on a macro-economic philosophy that provides a holistic view of your entire financial landscape, making it easier to have authentic conversations about financial strategies. Unlike traditional financial institutions, Statera Wealth Solutions offers a personalized financial model built exclusively for each client. By eliminating opinion, bias, and hype, clients gain a different perspective on their financial path. The institution focuses on the four critical areas of financial importance: Protection, Assets, Liabilities, and Cash Flow, setting them apart from mass prescribed financial guidance.

Worldwide Wealth Group is a renowned finance institution located at 1400 West Old Country Road in Westbury, New York, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to invest, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust Worldwide Wealth Group to help you secure a prosperous financial future.

Jason Rogoff - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. With a focus on providing financial guidance to help clients reach their goals, Jason Rogoff - Thrivent is licensed in multiple states including AZ, CA, CT, DE, FL, GA, IA, IL, MA, MD, ME, NC, NJ, NY, PA, SC, TX, VA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Clients can rest assured that only appropriately appointed and licensed financial advisors and professionals provide insurance products, securities, and investment advisory services. For more information on professional designations and requirements, visit https://www.thrivent.com/designations.

Eon Wealth Management is a leading financial institution located at 1400 Old Country Road in Westbury, New York. As a trusted provider of financial services, Eon Wealth Management offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Eon Wealth Management is dedicated to providing top-notch financial planning, investment management, and wealth preservation services. Whether you are looking to grow your assets or plan for retirement, Eon Wealth Management is committed to helping you secure a prosperous future.

Robert Vissichelli - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. Licensing for financial services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for these matters. The institution offers financial planning services through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and investment services offered through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed financial advisors and professionals. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.

James Bilger - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. With over 30 years of experience, the team at Bilger Financial Group is dedicated to helping clients achieve and maintain their financial goals through customized solutions. The institution believes in providing comprehensive advice and financial strategies that are in the best interest of their clients. They offer a range of financial products and services including life insurance options that can be tailored to individual needs. Thrivent operates with a higher purpose, aiming to empower individuals to make the most of their financial resources and give back to their communities. Membership with Thrivent offers access to financial expertise, tools for charitable giving, and a sense of community. The institution is part of Thrivent, a Fortune 500 company with a long history of financial strength and stability. Their financial advisors do not provide legal, accounting, or tax advice, but offer guidance through a Financial Planning Framework. Thrivent is committed to helping clients navigate their financial journey with clarity and confidence.