Financial planning firms 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.

Prudential | Richard Burg | Life Insurance & Financial Services is a reputable finance and insurance agency located at 2982 Judith Drive in Merrick, New York. With a focus on providing quality life insurance and financial services, our experienced team is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are looking for life insurance coverage or investment opportunities, we are here to assist you every step of the way. Contact us today to learn more about our services and how we can help you achieve your financial goals.

Merrill Lynch Financial Advisor Jody P Sacks is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. The AlexanderSacks Group is committed to helping clients pursue their goals by developing personalized financial approaches tailored to their specific needs. They prioritize client needs and oversee their progress over time, focusing on Goals Based Wealth Management and understanding the human side of finance. The institution offers access to Bank of America's products and services, as well as Merrill analytics, to individual and business clients. The team at The AlexanderSacks Group believes in earning the trust of clients by creating a transparent and responsive atmosphere. They work as a team, respecting each individual, and demonstrating integrity at all times. The institution believes in helping clients achieve their goals by providing personalized investment strategies and comprehensive financial solutions. With a focus on understanding clients' aspirations and priorities, The AlexanderSacks Group aims to create a financial approach that reflects their unique needs and financial situation. They offer ongoing support to help clients stay on track, regardless of market fluctuations. The team provides the latest investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making any financial decisions. The institution offers a broad range of brokerage, investment advisory, and financial planning services.

Merrill Lynch Financial Advisor Stuart R Schoenfeld is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. The team at Merrill Lynch is dedicated to building strong relationships with clients, providing personalized service, and helping individuals and families make important financial decisions. With access to global resources, the team is committed to understanding each client's goals, priorities, and aspirations. By developing personalized plans and implementing investment strategies, Merrill Lynch aims to help clients pursue their financial goals while managing risk. The institution offers a range of services, including personalized financial planning, investment insights, and banking solutions from Bank of America. The team of experienced advisors at Merrill Lynch Wealth Management is focused on helping clients achieve their goals, adapt to changes in the market, and make informed decisions. Whether clients are planning for retirement, saving for a home, or funding education, Merrill Lynch provides tailored solutions to address their needs and priorities. By getting to know each client personally, Merrill Lynch can create a financial approach that reflects their personality and helps them achieve their goals. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and pursue their long-term objectives.

Merrill Lynch Financial Advisor Ravit Kaye, located at 266 Merrick Road, Lynbrook, New York, United States, offers a full range of wealth management services to highly accomplished individuals and their families. Ravit and her team of investment industry professionals combine their knowledge and capabilities with the global resources of Merrill to provide exemplary client service. With recognition from Forbes as a Top Women Wealth Advisor, Ravit is dedicated to helping clients achieve their financial goals through personalized advice and guidance. As a Chartered Retirement Planning Counselor™ and Merrill qualified Portfolio Manager, she can help clients pursue their objectives by managing their investments on a discretionary basis. With a background in finance and economics, Ravit is committed to building strong client relationships based on trust and personalized service. Whether it's transferring wealth to the next generation or customizing your financial approach, Ravit focuses on what matters most to you and your family. By understanding your goals and priorities, she can create a financial approach that reflects your personality and helps you address fluctuations in the market and changes in your life. Let Merrill Lynch Wealth Management Advisors help you navigate the financial complexities of life and build a customized investment approach to pursue your goals.

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.

D R Financial Services is a well-established accounting and finance institution located at 22712 Merrick Boulevard in New York, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We are committed to providing personalized and high-quality financial solutions to help our clients achieve their financial goals. Visit us at D R Financial Services for all your accounting and finance needs.

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.

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.

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.

Gromm Inc. is a leading accounting and finance institution located at 22421 Merrick Boulevard in New York, United States. Our team of expert professionals provide a wide range of services including financial planning, tax preparation, auditing, and consulting. With a commitment to excellence and integrity, Gromm Inc. is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

John Lepore, CPA is a reputable accounting and finance institution located at 4220 Merrick Road in Massapequa, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to accuracy and integrity has earned them a strong reputation in the community. Whether you are an individual or a business in need of financial guidance, John Lepore, CPA is dedicated to helping you achieve your financial goals.

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.

H&R Block is a reputable accounting and finance institution located at 234 West Merrick Road in Valley Stream, New York, United States. With a team of experienced professionals, H&R Block provides a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal finances or a business in need of accounting support, H&R Block is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can help you manage your finances effectively.

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.

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.

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.

O'Neill & Associates is a reputable accounting and finance institution located at 5788 Merrick Road in Massapequa, New York. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, payroll management, and financial planning. Their dedication to providing top-notch service and personalized solutions sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, O'Neill & Associates is the go-to institution for all your accounting and finance 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.

RMJR Tax and Accounting is a reputable institution located at 15 Merrick Avenue in Merrick, New York, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch tax preparation, bookkeeping, and financial planning solutions to individuals and businesses alike. With a commitment to excellence and personalized service, RMJR Tax and Accounting is your trusted partner in achieving financial success. Contact us today to learn more about how we can help you reach your financial goals.

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.

Jacobs & Company CPAs PC is a reputable accounting and finance institution located at 1745 Merrick Avenue in Merrick, New York, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to providing personalized and professional service sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Jacobs & Company CPAs PC is dedicated to helping you achieve your financial goals.

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.

Cobra Consulting Group is a leading finance institution located at 2340 McCord Avenue in Merrick, New York. Our team of experienced financial experts provide a wide range of services including investment management, financial planning, and risk assessment. We are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how Cobra Consulting Group can assist you with your financial needs.

Marin & Montanye LLP is a reputable accounting and finance institution located at 90 Merrick Avenue in East Meadow, New York. Our team of experienced professionals provides a wide range of financial services to individuals and businesses in the United States. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

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.

Creative Business Alternatives, Inc. is a leading accounting and finance institution located at 2631 Merrick Road in Bellmore, New York, United States. Our team of experienced professionals offers innovative solutions for businesses looking to optimize their financial strategies and improve their bottom line. Whether you need assistance with tax planning, budgeting, or financial analysis, our experts are here to help. With a commitment to creativity and excellence, Creative Business Alternatives, Inc. is your go-to resource 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.

Rothbard & Sinchuk is a renowned accounting and finance institution located at 2631 Merrick Road in Bellmore, New York, United States. With a team of highly skilled professionals, they offer a wide range of services including tax preparation, financial planning, and audit assistance. Clients can trust Rothbard & Sinchuk for expert advice and personalized solutions to help them achieve their financial goals.