TOP 30 Financial planning assistance in Manorville, New York

11 results found

Welcome to Merrill Lynch Financial Advisor Robert C. Ward, located at 450 Old Country Road, Riverhead, New York. We specialize in providing comprehensive financial advisory services tailored to meet the unique wealth management needs of business owners, entrepreneurs, and affluent individuals. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we offer personalized strategies to help you pursue your short- and long-term financial goals. Led by Robert C. Ward, a seasoned financial advisor with over three decades of experience, our team is dedicated to guiding you through the complexities of financial planning. Since joining Merrill Lynch in 2015 and becoming the Resident Director of the Riverhead office in 2018, Bob has focused on delivering exceptional service and insights into market trends and the global economy. His expertise is further enhanced by his Chartered Financial Consulting Designation (ChFC®), achieved in 2022.

Welcome to M. Reis LLC, your trusted partner in accounting and finance solutions, conveniently located at 525 Eastport Manor Road, Manorville, New York. At M. Reis LLC, we are committed to providing personalized and professional financial services to meet the unique needs of individuals and businesses in our community. Our team of experienced professionals specializes in a wide range of services, including tax preparation, bookkeeping, financial planning, and business consulting. We pride ourselves on delivering accurate, reliable, and timely financial solutions that help our clients achieve their financial goals. Whether you are a small business owner seeking comprehensive accounting services or an individual in need of expert tax advice, M. Reis LLC is here to support your financial journey with integrity and expertise. Visit us today to discover how we can assist you in navigating the complexities of finance with confidence and ease.

Welcome to Physcal Solutions, Inc. Located in the heart of Manorville, New York, Physcal Solutions, Inc. is your premier destination for expert financial services and solutions. Situated at 18 Ryerson Avenue, we pride ourselves on offering personalized and comprehensive financial guidance to meet the unique needs of individuals and businesses alike.

Welcome to JK Tax Strategies, your trusted partner in accounting and finance located at 23 Ricky Road, Manorville, New York. We specialize in providing personalized tax solutions and financial strategies tailored to meet the unique needs of individuals and businesses in our community. Our team of experienced professionals is dedicated to helping you navigate the complexities of tax regulations, ensuring compliance while maximizing your financial efficiency and growth. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business advisory services, JK Tax Strategies is here to support you every step of the way. Visit us today and discover how we can help you achieve your financial goals with confidence and peace of mind.

Welcome to J.K. Rogers, CPA, LLC, your trusted partner in accounting and finance solutions, located at 3 Scenic View Crescent, Manorville, New York 11949. We pride ourselves on providing personalized and comprehensive financial services to individuals and businesses in the community. With years of experience and a commitment to excellence, our dedicated team of certified public accountants is here to help you navigate the complexities of financial management with ease and confidence. At J.K. Rogers, CPA, LLC, we offer a wide range of services tailored to meet your unique needs, including tax preparation and planning, bookkeeping, financial consulting, and business advisory services. Our goal is to help you achieve financial success by providing expert guidance and innovative solutions that are both efficient and effective.

Welcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.

Welcome to Kyra Wrigley - State Farm Insurance Agent, your trusted partner in safeguarding what matters most to you. Conveniently located at 128 Main Street in Yaphank, NY, we proudly serve not only our local community but also the surrounding areas including Coram, Middle Island, Medford, and across Suffolk and Nassau Counties. At Kyra Wrigley State Farm, we understand that insurance isn't just about policies—it's about people. As a third-generation State Farm agent and a dedicated volunteer firefighter/EMT, I'm passionate about helping families protect their assets and plan for their futures with a personalized, holistic approach. With over a decade of experience, my team and I are committed to providing you with the insights and options you need to make informed decisions.

Welcome to Carmine J. Campisi - State Farm Insurance Agent, your trusted partner in Calverton, New York, for all your insurance needs. Conveniently located at 4492 Middle Country Road in Calverton Commons, just a half mile west of JR's Steakhouse and a mile east of Calverton Cemetery, our office is at the heart of the community, serving Calverton, Riverhead, Shoreham, Moriches, Manorville, Wading River, and beyond. We proudly extend our services to all of Nassau and Suffolk Counties, the Five Boroughs, and the entire states of New York and New Jersey. With over eight years of experience in the insurance industry with State Farm, and as a lifelong resident of Suffolk County, I am deeply committed to providing personalized and exceptional service to my clients. Growing up on Long Island, I developed a passion for helping others during their time of need, which is reflected in my approach to insurance services.

Welcome to James Grossi - State Farm Insurance Agent, your trusted insurance agency located at 801 County Road 39, Southampton, New York 11968. As summer approaches, it's the perfect time to revisit your financial goals and insurance plans. Have you reviewed them lately? Our dedicated team is here to help you get on the right track for the season ahead! Call or stop by today to learn more. At James Grossi State Farm, we proudly serve the Southampton community and surrounding areas, including East Hampton, Bridgehampton, Watermill, West Hampton Beach, Hampton Bays, Riverhead, East Moriches, Center Moriches, and Manorville. Our experienced and knowledgeable team is committed to providing excellent service to every customer.

Welcome to Teachers Federal Credit Union, located at 460 County Road 111, Manorville, New York 11949. As a leading financial institution, we pride ourselves on offering some of the best savings solutions in the industry. With our Smart Checking account, you can earn 16 times the national average, ensuring your money works harder for you. Our competitive credit card rates and tailored financial solutions are designed to meet your unique needs, whether you're purchasing a new home or leveraging your equity. At Teachers, we are deeply committed to our community, dedicating our time and resources to support non-profit organizations that focus on education, research, health and human services, and economic development. Our contributions through charitable giving, partnerships, and scholarships have made a significant impact.

Welcome to Kathleen Handley - State Farm Insurance Agent, your trusted partner in protecting what matters most. Conveniently located off exit 70 on the Long Island Expressway, in the McDonald's/King Kullen shopping center at 460 County Road 111, Suite 5, Manorville, NY, we are dedicated to serving the Manorville community and beyond. With over 30 years of insurance experience, our team is passionate about helping you manage everyday risks, recover from the unexpected, and realize your dreams. At Kathleen Handley State Farm Agency, we offer a wide range of insurance products tailored to meet your unique needs, including auto, home, life, business, and even pet insurance. Whether you're in need of a personal evaluation of your coverage or seeking advice on protecting your business, our knowledgeable team is here to assist you in both English and Spanish. We pride ourselves on providing exceptional customer service and ensuring all our quotes are free and completed in less than 15 minutes.