TOP 10 Financial planning expertise in Merrick, New York

Ettinger Law Firm is a trusted institution specializing in elder law and estate planning services. Located at 100 Merrick Road in Rockville Centre, New York, their team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of planning for the future. Whether you need assistance with wills, trusts, Medicaid planning, or other legal matters related to aging and estate management, Ettinger Law Firm is committed to providing personalized and comprehensive solutions. With a focus on protecting assets and ensuring peace of mind for their clients, this reputable firm is known for their professionalism, expertise, and compassionate approach to legal representation. Contact Ettinger Law Firm today to schedule a consultation and begin planning for your future with confidence.

Merrill Lynch Financial Advisor Michael Bausk is a finance institution located at 266 Merrick Road in Lynbrook, New York, United States. As a trusted financial advisor, Michael Bausk provides personalized financial planning and investment services to help clients achieve their financial goals. With expertise in wealth management, retirement planning, and investment strategies, clients can count on Merrill Lynch Financial Advisor Michael Bausk for expert guidance and support in navigating the complexities of the financial world.

Merrill Lynch Financial Advisor Jeffrey Schoenfeld is a reputable finance institution located at 266 Merrick Road in Lynbrook, New York, United States. With years of experience and expertise in the financial industry, Jeffrey Schoenfeld provides personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Jeffrey Schoenfeld is dedicated to helping you make informed decisions and secure your financial future.

Thomas A Boatswain is a financial advisor at Ameriprise Financial Services, LLC located at 49 West Merrick Road in Freeport, New York, United States. He 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 his expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Thomas A Boatswain is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Al Osbourne is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Al Osbourne 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®. Al Osbourne specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. As a Certified Military Financial Advisor®, Al Osbourne is also trained to serve veterans and active duty military personnel. With a strong focus on ethics and expertise in various financial areas, Al Osbourne is dedicated to helping clients achieve their financial goals and secure their financial future.

Jonathan London is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States. Jonathan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. He is also a Certified Divorce Financial Analyst and a Certified Kingdom Advisor®, demonstrating his commitment to providing comprehensive financial planning services tailored to individual needs. With a focus on ethical practices and continuing education, Jonathan London is dedicated to helping clients achieve their financial goals and secure their financial future.

Belva Barned, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States, specializes in providing comprehensive financial planning services. Belva holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Belva is committed to upholding a high standard of ethics and continuously seeks to enhance her knowledge and skills to better serve her clients. Whether you are a retiree, small business owner, or high net worth individual, Belva's diverse expertise and personalized approach can help you achieve your financial goals. Contact Belva Barned today to discuss your financial needs and create a customized plan for your financial future.

James Newkirk is a Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States. James 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications highlight James' expertise in asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, James Newkirk can provide comprehensive financial advice tailored to your specific needs. Contact James Newkirk today for expert financial guidance.

Randall C Perkins is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Specializing in finance, Randall Perkins 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 his expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Certified Military Financial Advisor®, Randall Perkins is also trained to serve veterans and active duty personnel. With a commitment to ethical practices and continuing education, Randall C Perkins is dedicated to providing comprehensive financial planning services for individuals and businesses.

Welcome to the Bank of America Financial Center, conveniently located at 21602 Merrick Boulevard, Queens, New York 11413. As a leading provider of banking and financial services, we are dedicated to offering our community a wide range of solutions to meet all your financial needs. Whether you're looking to open a new account, apply for a loan, or seek investment advice, our team of experienced professionals is here to assist you every step of the way. Our Queens location is designed to provide a comfortable and efficient banking experience, featuring state-of-the-art facilities and a welcoming atmosphere. We take pride in our commitment to customer service, ensuring that each visit to our financial center is both productive and enjoyable.

William Kotkin is a reputable health institution located at 2565 Beverly Road in Merrick, New York. Specializing in dental and medical services, Dr. Kotkin and his team provide top-quality care for patients of all ages. With a focus on preventive care and patient education, the institution aims to promote overall health and well-being. Whether you need a routine check-up, dental cleaning, or treatment for a specific health issue, William Kotkin is dedicated to providing personalized and compassionate care to all patients.

United Benefit Solutions, LLC is a leading insurance agency located at 100 Merrick Road in Rockville Centre, New York. Our dedicated team of professionals is committed to providing top-notch insurance solutions to individuals and businesses alike. With a focus on customer service and personalized attention, we strive to help our clients find the best coverage options to meet their needs. Whether you are looking for health, life, or disability insurance, we have the expertise to guide you through the process and ensure you are properly protected. Trust United Benefit Solutions, LLC for all your insurance needs.

Breeanna Wallace: Allstate Insurance is a reputable insurance agency located at 21619 Merrick Boulevard in New York, United States. With a focus on providing personalized insurance solutions, our team is dedicated to helping clients protect what matters most to them. Whether you're looking for auto, home, life, or business insurance, we offer a wide range of coverage options to meet your specific needs. Contact us today to learn more about how we can help safeguard your assets and provide peace of mind for the future.

Pro Coverage Group is an insurance agency located at 303 Merrick Road, Lynbrook, New York, United States. We specialize in providing businesses and individuals with the comprehensive resources, solutions, and expertise needed to confidently navigate insurance concerns. Our goal is to allow our clients to focus on what truly matters to them, without the stress of worrying about their insurance coverage. At Pro Coverage Group, we understand that every situation is unique and requires a tailor-made solution. Our experienced staff is dedicated to helping our clients make educated decisions regarding their assets and protect themselves from potential liabilities. Whether you need coverage for your business, personal assets, or financial goals, we have a variety of insurance products and consultation services to meet your needs.

Constantinidis & Associates, P.C. is a reputable accounting and finance institution located at 2492 Merrick Road in Bellmore, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and secure their financial future. Whether you need tax preparation, financial planning, or business consulting services, Constantinidis & Associates, P.C. is here to assist you every step of the way. Visit us today to see how we can help you succeed financially.

SGF Law, located at 135 Pinelawn Road in Melville, New York, is a boutique firm that offers a personalized approach with the benefits of a large firm. Serving clients throughout Long Island and surrounding areas such as Merrick, Massapequa, Baldwin, and more, SGF Law specializes in estate planning and elder law issues. With over 30 years of experience, the team at SGF Law is dedicated to helping individuals and families navigate important legal matters. Estate planning is crucial for everyone, regardless of age or financial standing. Without proper planning, state law will determine how your assets are distributed. The team at SGF Law is well-versed in estate planning and elder law, with over 45 years of combined experience handling thousands of cases. They can assist with complex issues to ensure proper planning for yourself or an older relative.

Wali Syed, CPA is a reputable accounting and finance institution located at 26 West Merrick Road in Valley Stream, New York. Specializing in tax and accounting services, Wali Syed, CPA offers expert financial guidance and support to individuals and businesses alike. With a focus on accuracy and efficiency, their team of professionals is dedicated to providing top-notch service to help clients navigate the complexities of tax laws and financial management. Trust Wali Syed, CPA to handle all your accounting needs with precision and care.

CFO Consulting Partners is a financial management consulting firm located at 2059 Merrick Road, Merrick, New York, United States. Our team consists of former CFOs, controllers, and Big Four alumni who bring years of combined C-suite experience to help you make sense of complex financial data. We offer Fortune 500 CFO expertise without the Fortune 500 cost, providing innovative accounting solutions, financial process improvements, and expert guidance to help you grow ROI and maximize the value of your business. Our proven strategies for process improvement, risk mitigation, and systems implementation can help you increase revenue, profitability, and prepare for a successful exit or acquisition. Whether you need assistance with forensic oversight to prevent white-collar crime or want to optimize your business decisions, our team of specialists is ready to help.

R&G Brenner Income Tax is a finance institution located at 5417 Merrick Road in Massapequa, New York. Specializing in income tax services, R&G Brenner offers expert advice and assistance to individuals and businesses looking to navigate the complex world of taxes. With a team of experienced professionals, clients can trust in the expertise and reliability of R&G Brenner Income Tax to help them maximize their returns and minimize their tax liabilities. Whether you need help with filing your annual taxes, planning for the future, or resolving tax-related issues, R&G Brenner is dedicated to providing top-notch service and support.

H&R Block is a renowned accounting and finance institution located at 120-20 Merrick Boulevard in New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of your financial situation with expertise and efficiency. Trust H&R Block to provide you with top-notch financial solutions tailored to your specific needs.

Raymond Giovanniello CPA is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of certified public accountants is dedicated to helping individuals and businesses achieve their financial goals with personalized and professional guidance. Whether you need assistance with tax compliance or strategic financial planning, Raymond Giovanniello CPA is committed to providing top-notch services to meet your needs.

Schafer Harris N CPA is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York, United States. With a team of experienced and certified public accountants, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Whether you are an individual or a business owner, Schafer Harris N CPA is dedicated to helping you achieve your financial goals with personalized and professional services. Trust them to handle all your accounting and finance needs with expertise and integrity.

Liberty Tax is a finance institution located at 83 West Merrick Road in Freeport, New York, United States. Specializing in tax preparation services, Liberty Tax offers expert advice and assistance to individuals and businesses looking to navigate the complexities of tax laws and regulations. With a team of knowledgeable professionals, Liberty Tax is committed to providing reliable and efficient financial solutions to help clients maximize their tax savings and ensure compliance with all relevant laws. Whether you need help with filing your taxes or understanding your financial obligations, Liberty Tax is here to help.

Scott M. Anderson CPA, P.C. is a reputable accounting and finance institution located at 603 Bond Court in Merrick, New York, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their team of skilled professionals is dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with tax compliance or financial analysis, Scott M. Anderson CPA, P.C. is here to assist you every step of the way. Trust them to handle all your accounting and finance needs with precision and efficiency.

Continental Tax Planners is a reputable accounting and finance institution located at 337 Merrick Road in Lynbrook, New York, United States. With a team of experienced professionals, they specialize in providing expert tax planning services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment strategies, Continental Tax Planners is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch services to their clients.

Marcus & Weidenburner, CPAs PLLC is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or want to improve your financial strategy, Marcus & Weidenburner, CPAs PLLC is the place to turn to for expert advice and guidance.

Kahn Stephen H is an established accounting and finance institution located at 602 Merrick Avenue in East Meadow, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Whether you are an individual or a business owner, Kahn Stephen H is committed to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

FLR Tax Service LLC is a reputable tax preparation firm located at 1737 De Salle Place in Merrick, New York. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. Whether you need help with tax planning, filing your taxes, or resolving tax issues, FLR Tax Service LLC is dedicated to providing personalized and efficient solutions. Trustworthy and reliable, they strive to ensure their clients receive the best possible outcomes when it comes to their taxes.

Turman & Eimer, LLP is a leading firm of Certified Public Accountants located at 1980 Broadcast Plaza in Merrick, New York. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to excellence and client satisfaction, we offer a wide range of services including tax preparation, audit and assurance, financial planning, and more. Trust Turman & Eimer, LLP to handle all of your accounting needs with precision and expertise.

Steven M. Kaplan, CPA, PC is a reputable accounting and finance institution located at 25 Merrick Avenue in Merrick, New York. With years of experience and a team of skilled professionals, we provide a wide range of services including tax preparation, financial planning, and bookkeeping. Our personalized approach ensures that each client receives the attention and expertise they deserve. Trust Steven M. Kaplan, CPA, PC for all your accounting and finance needs.