TOP 30 Financial planning firms in Uniondale, New York

16 results found

McKenna Financial Planning is a finance institution located at 626 RXR Plaza in Uniondale, New York, United States. With 16 years of experience working for the largest investment firms on Wall Street, President Jason M. McKenna, CFP®, decided to join the national independent brokerage firm of LPL Financial in 2013 to better serve his clients. Operating under the name McKenna Financial Planning, the institution offers customized financial advice without the pressures of Wall Street firm management. As the #1 independent broker dealer, LPL Financial allows McKenna Financial Planning to choose the appropriate products and services that address clients' needs, as they do not offer any proprietary products. Securities are offered through LPL Financial, and investment advice is offered through The Pinnacle Financial Group, a Registered Investment Advisor. McKenna Financial Planning and The Pinnacle Financial Group are separate entities from LPL Financial. The LPL Financial representative associated with McKenna Financial Planning may discuss and/or transact securities business only with residents of certain states. Visit the website to review interesting calculators and learn more about the services offered by McKenna Financial Planning.

Robert Armieri - Ameriprise Financial Services, LLC is a finance institution located at 333 Earle Ovington Boulevard in Uniondale, New York, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Background and qualification information can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure and insights on the current market trends. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Robert Armieri, the advisor, may conduct securities business with residents of certain states. The institution values meeting clients to discuss their financial goals and cannot guarantee future financial results. Privacy and security are a top priority, with resources available on the website for protection against email fraud. Consider referring friends or family members for financial assistance, as Ameriprise Financial Services, LLC is committed to helping individuals achieve their financial goals.

The Law Office of Ronald D. Weiss, P.C. is a reputable legal institution located at 626 RXR Plaza, Uniondale, New York, United States, with additional locations in Melville, Queens, Mineola, and Brooklyn. Led by experienced attorney Ronald D. Weiss, ESQ., the firm specializes in bankruptcy, foreclosure, negotiation, and modification law. With almost 30 years of experience, the firm has successfully represented individuals and businesses facing financial hardship in Long Island and New York. The dedicated team at the Law Office of Ronald D. Weiss, P.C. offers free consultations and invaluable legal advice to help clients navigate through debt challenges. Whether it's eliminating credit card debt, modifying mortgages, or resolving landlord-tenant disputes, the firm provides effective and affordable legal options tailored to each client's unique situation. From Chapter 7 to Chapter 13 bankruptcy cases, the firm handles a wide range of legal matters with expertise and compassion. With convenient locations and flexible appointment options, the Law Office of Ronald D. Weiss, P.C. is committed to providing top-notch legal representation to those in need of financial assistance.

The Law Offices of Kenneth H Dramer PC is a prestigious institution located at 626 RXR Plaza in Uniondale, New York. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing high-quality representation and guidance to our clients. Whether you are in need of legal advice, financial planning, or accounting services, our firm is committed to helping you navigate the complexities of the legal and financial world. Contact us today to schedule a consultation and see how we can assist you with your needs.

The Law Office Of Natalie Jean-Baptiste, P.C. is a prestigious finance and legal institution located at 626 RXR Plaza in Uniondale, New York, United States. Led by the highly experienced and knowledgeable attorney Natalie Jean-Baptiste, the firm specializes in providing expert legal services in various areas of law, including finance, business, and real estate. With a strong commitment to excellence and client satisfaction, the Law Office Of Natalie Jean-Baptiste, P.C. is dedicated to helping individuals and businesses navigate the complexities of the legal system with skill and expertise.

IMA Tax and Accounting LLC is a top-notch accounting and finance institution located at 405 RXR Plaza, Uniondale, New York, United States. We are a full-service tax preparation, tax advisor, and accounting firm that specializes in modern solutions to help our clients reach their full financial potential. Our experienced team offers a wide range of financial services to both businesses and individuals. If you're looking for expert financial advice, feel free to reach out to us by phone or email. We look forward to helping you achieve your financial goals.

The Towles Group, Inc. is a reputable accounting and finance institution located at 626 RXR Plaza in Uniondale, New York, United States. With a team of experienced professionals, we provide comprehensive financial services to individuals and businesses. Our services include tax preparation, auditing, financial planning, and more. Trust The Towles Group, Inc. to help you achieve your financial goals with expertise and integrity.

Granata & Associates is a leading finance, health, and insurance agency located at 333 Earle Ovington Boulevard in Uniondale, New York. With a team of experienced professionals, we provide a wide range of services to help individuals and businesses achieve their financial goals and secure their health and assets. Whether you are looking for investment advice, health insurance options, or risk management solutions, Granata & Associates is dedicated to providing personalized and comprehensive services to meet your needs. Contact us today to learn more about how we can help you plan for a secure financial future.

Credit Repair Boss is a finance institution located at 333 Earle Ovington Boulevard in Uniondale, New York, United States. We specialize in providing personalized consulting services to help individuals fix their credit, qualify for mortgages, and achieve their financial goals. Our expert credit repair consultants in Long Island offer free consultations, where we personally review your credit report and financial history to develop a customized plan to improve your credit. At Credit Repair Boss, we address every negative item on your credit report, including late payments, collections, and charge-offs. Our credit repair specialists in Long Island handle all the heavy lifting when it comes to your credit restoration, working directly with the credit bureaus so you can focus on other aspects of your life. We also provide coaching on building healthy financial habits to ensure long-term success.

Shah Accounting Services Inc is a reputable accounting and finance institution located at 626 RXR Plaza in Uniondale, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the local area. Whether you need help with tax preparation, bookkeeping, or financial planning, Shah Accounting Services Inc is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting needs.

Accutax Inc is a reputable accounting and finance institution located at 336 Uniondale Avenue in Uniondale, New York. With a team of experienced professionals, Accutax Inc provides a wide range of financial services including tax preparation, bookkeeping, payroll processing, and financial planning. Clients can trust Accutax Inc to provide accurate and reliable financial advice to help them achieve their financial goals. Whether you are an individual or a business owner, Accutax Inc is committed to providing personalized service and expertise to meet your specific needs. Contact them today to schedule a consultation and take control of your finances.

J & R Accounting & Tax Services is a trusted institution located at 487 Jerusalem Avenue in Uniondale, New York. We specialize in providing expert accounting, finance, and insurance services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of financial management and tax compliance. Whether you need assistance with bookkeeping, tax preparation, or insurance coverage, you can rely on J & R Accounting & Tax Services to provide reliable and efficient solutions. Contact us today to learn more about how we can help you achieve your financial goals.

Accounting and Tax Associates LLC is a reputable accounting and finance institution located at 1276 RXR Plaza in Uniondale, New York, United States. With a team of experienced professionals, they provide a wide range of accounting and tax services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Accounting and Tax Associates LLC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other accounting firms in the area. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

K K Accounting is a reputable institution located at 336 Uniondale Avenue in Uniondale, New York. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing high-quality financial solutions to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, K K Accounting is here to assist you every step of the way. Trust us to handle your financial needs with precision and care.

GSERVICEEXPRESS. Corp is a reputable accounting and finance institution located at 993 Front Street, Uniondale, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, budgeting, bookkeeping, and financial planning. Our mission is to provide our clients with top-notch financial solutions tailored to their individual needs. Visit us today to experience the excellence and expertise that sets us apart from the rest.

Sinco Data Processing Systems is a reputable institution located at 779 Park Avenue in Uniondale, New York, United States. Specializing in accounting and finance, Sinco Data Processing Systems offers top-notch services to help businesses effectively manage their financial data. With a team of skilled professionals and cutting-edge technology, Sinco Data Processing Systems is dedicated to providing accurate and efficient data processing solutions for its clients. Whether you need assistance with bookkeeping, payroll, or financial reporting, Sinco Data Processing Systems is the go-to institution for all your accounting and finance needs.