TOP 30 Financial planning firms in Merrick, New York

29 results found

Merrill Lynch Financial Advisor John Pierce Jonza, located at 266 Merrick Road, Lynbrook, New York, United States, is a finance institution dedicated to managing your wealth through a personalized and flexible strategy tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, John Pierce Jonza and his team offer personalized wealth management strategies to help you pursue your goals. By participating in the community and volunteering with local organizations, John Pierce Jonza follows the Merrill tradition of building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is developed and documented to help you achieve what matters most to you.

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.

C. E. Gaye & Sons Securities Ltd. is a full-service securities firm located at 2116 Merrick Avenue in Merrick, New York. Founded in Long Island in 1954, our firm offers the services and financial strength of a large national firm with the personalized service of a local firm. We provide a range of financial services and products, including securities and advisory services through Prospera Financial Services, Inc. Member FINRA/SIPC. At C. E. Gaye Securities, we offer access to a library of videos covering various financial topics and calculators to help estimate answers to common financial questions. Please note that the information provided on our website is for general use and individual situations may vary. We recommend seeking advice from your own tax or legal counsel, especially for estate planning.

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.

E Slott & Co is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, E Slott & Co is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Contact them today to learn more about how they can help you with your accounting and finance needs.

John P Spinelli, CPA, CFP, P.C. is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, they are dedicated to helping you achieve your financial goals. Trust John P Spinelli, CPA, CFP, P.C. for all your accounting and finance needs.

Koshers & Company, CPA's is a reputable accounting and finance institution located at 1094 Merrick Avenue in Merrick, New York. With a team of experienced certified public accountants, we provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Our commitment to excellence and personalized service sets us apart from other firms, making us a trusted partner for individuals and businesses alike. Contact us today to discuss how we can help you achieve your financial goals.

LTSA Accounting and Tax Services Inc. is a reputable accounting and finance institution located at 3665 Merrick Road in Seaford, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, LTSA Accounting and Tax Services Inc. provides personalized solutions to meet your specific needs. Trustworthy and reliable, this institution is dedicated to helping clients achieve their financial goals.

Ohanna Capital is a financial institution located at 90 Merrick Avenue in East Meadow, New York. Specializing in ATM services and finance, Ohanna Capital provides convenient and reliable financial solutions for individuals and businesses in the area. With a commitment to customer satisfaction and professionalism, Ohanna Capital is a trusted partner for all your financial needs.

North Shore Wealth Management Group, LLC is a finance institution located at 5000 Merrick Road in Massapequa, New York, United States. Our team of experienced financial advisors and wealth managers are dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a range of services including investment management, retirement planning, and estate planning. At North Shore Wealth Management Group, LLC, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Contact us today to learn more about how we can help you reach your financial goals.

Lipke Alan D CPA is a professional accounting firm located at 108 Merrick Road in Lynbrook, New York. Specializing in accounting, finance, health, insurance, and travel services, our experienced team is dedicated to providing exceptional financial solutions for individuals and businesses. Whether you need help with tax preparation, financial planning, insurance coverage, or travel arrangements, Lipke Alan D CPA is here to help. Contact us today to schedule a consultation and see how we can assist you with all your financial 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.

LaLuna, Cohen & Lampert is a reputable accounting and finance institution located at 2009 Decker Avenue in Merrick, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, LaLuna, Cohen & Lampert is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Visit their office today to learn more about how they can help you with your financial needs.

ATAX in Bellmore, NY is a trusted accounting and finance institution located at 2596 Merrick Road in Bellmore, New York. Our team of experts is dedicated to providing high-quality financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, ATAX is here to help. Visit us today to experience personalized and professional service that will help you achieve your financial goals.

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.

John W Halloran, CPA PC is a reputable accounting and finance institution located at 185 Merrick Road in Lynbrook, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to providing quality service and personalized solutions has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial guidance, John W Halloran, CPA PC is committed to helping you achieve your financial goals.

Hirsch & Hirsch Certified Public Accountants PLLC is a well-established accounting and finance institution located at 273 Merrick Road in Lynbrook, New York, United States. With a team of experienced and highly skilled professionals, they provide a wide range of accounting services to individuals and businesses. From tax preparation to financial planning, Hirsch & Hirsch Certified Public Accountants PLLC is committed to helping their clients achieve their financial goals. Their dedication to excellence and personalized approach sets them apart from other accounting firms in the area.

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.

GoodAccountants.com Inc. is a reputable accounting and finance institution located at 303 Merrick Road in Lynbrook, New York, United States. With a team of highly skilled and experienced professionals, we provide a wide range of accounting services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, our dedicated team is here to assist you every step of the way. Trust GoodAccountants.com Inc. to help you achieve your financial goals and secure your financial future.

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.

Bright Success Group Inc. is a leading institution in the field of accounting and finance located at 217-06 Merrick Boulevard in New York, United States. With a strong focus on providing top-notch education and training in the financial industry, Bright Success Group Inc. offers a wide range of courses and programs designed to help individuals succeed in the world of finance. Our expert faculty and state-of-the-art facilities ensure that students receive the highest quality education and hands-on experience to prepare them for successful careers in accounting and finance. Join us at Bright Success Group Inc. and take the first step towards a bright and prosperous future in the financial industry.

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.

National Tax Consultants Richard J. Grebinger CPA PLLC is a reputable accounting and finance institution located at 3665 Merrick Road in Seaford, New York, United States. With a team of experienced professionals led by Richard J. Grebinger, a certified public accountant, this institution provides expert tax consulting services to individuals and businesses. Whether you need assistance with tax planning, preparation, or representation before the IRS, National Tax Consultants is dedicated to helping you navigate the complex world of taxation with ease and accuracy. Trustworthy, reliable, and knowledgeable, National Tax Consultants Richard J. Grebinger CPA PLLC is your go-to source for all your tax and financial needs.

Frawley & MacDougall LLP is a reputable accounting and finance firm located at 303 Merrick Road in Lynbrook, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, financial planning, and more. Clients can trust Frawley & MacDougall LLP to provide expert advice and personalized solutions to meet their financial needs.

Silver Mark K CPA is a reputable accounting and finance institution located at 3182 Monterey Drive in Merrick, New York, United States. With a team of experienced and knowledgeable CPAs, 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 guidance on financial matters, Silver Mark K CPA is dedicated to helping you achieve your goals.

Richard J. Grebinger, CPA PLLC is a reputable accounting and finance institution located at 3665 Merrick Road in Seaford, New York. With a team of experienced professionals, they provide a wide range of accounting services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Richard J. Grebinger, CPA PLLC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your financial needs.

Mercury Capital Corporation is a finance institution located at 100 Merrick Road in Rockville Centre, New York, United States. With a strong focus on providing expert financial services and solutions, Mercury Capital Corporation is dedicated to helping individuals and businesses achieve their financial goals. From investment management to financial planning, their team of professionals offers a wide range of services to meet the diverse needs of their clients. With a commitment to excellence and customer satisfaction, Mercury Capital Corporation is a trusted partner in the world of finance.