TOP 30 Financial planning for business owners in Lindenhurst, New York

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Marguerite Danaher is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 175 South Wellwood Avenue, Lindenhurst, New York, United States. Marguerite 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 Marguerite's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various individuals, including retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Marguerite is dedicated to providing comprehensive and tailored financial advice to her clients."

Welcome to Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management. Located at 175 South Wellwood Avenue, Lindenhurst, New York, our practice is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Robert Gargiulo is a highly qualified financial advisor, holding numerous certifications that reflect a deep commitment to excellence and ethical standards in the finance industry. With credentials such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is equipped to address a wide range of financial planning needs, from investment strategies and asset allocation to estate planning and risk management.

Allers & Dawson Accountants Pc is a reputable accounting and finance institution located at 544 South Wellwood Avenue in Lindenhurst, New York, United States. 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, Allers & Dawson Accountants Pc is dedicated to providing top-notch financial solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, they are the go-to choice for all your accounting and finance needs in the Lindenhurst area.

Andrew Becker CPA PC is a reputable accounting and finance institution located at 212 West Lake Drive in Lindenhurst, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Andrew Becker CPA PC is dedicated to helping you achieve your financial goals. Their personalized approach and attention to detail set them apart from other accounting firms, making them a trusted partner for all your financial needs.