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TOP 30 Financial planning for businesses in Lindenhurst, NY
14 results found
A convenient service for searching for businesses, places and services
Lindenhurst CPA PLLC
Lindenhurst CPA PLLC is a professional accounting and finance institution located at 63 Farmers Avenue in Lindenhurst, New York. Our team of experienced certified public accountants provides a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, our dedicated staff is here to assist you every step of the way. Trust Lindenhurst CPA PLLC for all your accounting and finance needs.
Marguerite Danaher - Private Wealth Advisor, Ameriprise Financial Services, LLC
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."
Nationwide Insurance: Stephen Patrick Cali
Nationwide Insurance: Stephen Patrick Cali is an insurance agency located at 173 South Wellwood Avenue in Lindenhurst, New York, United States. They specialize in providing auto, commercial, farm, financial, home, powersports, and human services insurance. Whether you need coverage for your vehicle, home, or business, Stephen Patrick Cali can help tailor a personalized insurance plan to fit your needs. With a range of insurance options, including basic liability protection, collision coverage, and comprehensive protection, you can rest assured that your assets are protected. Additionally, they offer life insurance policies to provide financial stability for your loved ones. The agency's team of highly qualified insurance professionals is available to help you make informed decisions about your insurance coverage. Contact Stephen Patrick Cali at (631) 592-1250 or visit their office to learn more about their insurance products and how they can benefit you.
Xpress Tax & Multiservices, LLC
Xpress Tax & Multiservices, LLC is a reputable accounting and finance institution located at 116 West Sunrise Highway in Lindenhurst, New York. Our team of professionals is dedicated to providing top-notch tax preparation, financial planning, and other related services to individuals and businesses in the area. With our expertise and personalized approach, we strive to help our clients achieve their financial goals and maximize their returns. Visit us today to experience the difference that Xpress Tax & Multiservices, LLC can make for your financial future.
R. Seeger Wealth Management, Ltd
R. Seeger Wealth Management, Ltd. is a full-service wealth management firm located at 138 South 1st Street, Lindenhurst, New York, United States. Established in 2010, founder Richard Seeger serves as a fiduciary to clients along the East Coast, offering expertise in retirement services, estate planning, trust services, and next generation wealth education. Richard is a CERTIFIED FINANCIAL PLANNER™ and an active member of the Financial Planning Association of Long Island, always prioritizing his clients' best interests with transparency. With a background in Business Administration and Finance, Richard has obtained various FINRA licenses and continues to further his education through conferences and seminars. As a member of the Knights of Columbus, Richard values family and treats his clients as such. Consult with R. Seeger Wealth Management for personalized financial advice and strategies to help you achieve your financial goals.
B C Long & Associates
B C Long & Associates is a reputable accounting and finance institution located at 152 West Hoffman Avenue in Lindenhurst, New York. With years of experience in the industry, our team of experts provides top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, our dedicated staff is committed to helping our clients achieve their financial goals. Trust B C Long & Associates for all your accounting and finance needs in the Lindenhurst area.
K SRA CPA PC
K SRA CPA PC is a reputable accounting and finance institution located at 41 East Sunrise Highway in Lindenhurst, New York. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and business consulting. Whether you are an individual looking for personal financial guidance or a business in need of accounting expertise, K SRA CPA PC is dedicated to providing top-notch service and helping clients achieve their financial goals.
The Retirement Center
The Retirement Center, located at 125A South Wellwood Avenue in Lindenhurst, New York, is a comprehensive institution offering services in finance, health, insurance, and legal matters. Our team of experts specializes in Personal Financial Planning, Estate Planning, Medicaid Planning, Elder Law, Mortgages, Insurances, and Wealth Management. With our newly renovated office space, we provide a comfortable environment for clients to plan their retirement goals. Our passionate Retirement Specialists are dedicated to helping members of the community achieve financial preparedness for retirement, ensuring worry-free enjoyment of their assets. We prioritize education and transparency, offering guidance on Medicare, Social Security, Estate Planning, Mortgages, and Business Insurance. Contact us today for personalized financial advice and support in achieving your retirement dreams.
Cardullo Vincent
Cardullo Vincent is a reputable accounting and finance institution located at 940 New York 109, Lindenhurst, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their commitment to providing personalized solutions tailored to each client's unique needs sets them apart in the industry. Whether you are an individual or a business looking for expert financial guidance, Cardullo Vincent is a trusted partner you can rely on.
Matthew Tsombanis, CPA, P.C.
Matthew Tsombanis, CPA, P.C. is a reputable accounting and finance institution located at 152 North Wellwood Avenue in Lindenhurst, 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 dedication to excellence and commitment to client satisfaction have made them a trusted partner for individuals and businesses seeking expert financial guidance. Whether you need assistance with your personal finances or help managing your company's accounting needs, Matthew Tsombanis, CPA, P.C. is here to help.
Trinity Accounting & Insurance
Trinity Accounting & Insurance is a reputable institution located at 120 East Hoffman Avenue in Lindenhurst, New York, United States. Specializing in accounting, finance, and insurance services, Trinity provides expert guidance and support to individuals and businesses alike. With a team of experienced professionals, Trinity Accounting & Insurance is dedicated to helping clients navigate the complexities of financial management and risk mitigation. Whether you need assistance with tax preparation, investment planning, or finding the right insurance coverage, Trinity is here to provide personalized solutions tailored to your specific needs. Trust Trinity Accounting & Insurance for all your financial and insurance needs.
Allers & Dawson Accountants Pc
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
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.
Lou Ciciliato, CPA PC
Lou Ciciliato, CPA PC is a reputable accounting and finance institution located at 1020 North Monroe Avenue in Lindenhurst, New York. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and auditing. Clients can trust in their expertise and dedication to helping individuals and businesses with their financial needs. Whether you need assistance with tax compliance or strategic financial planning, Lou Ciciliato, CPA PC is the institution to turn to for reliable and professional service.
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