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TOP 30 Financial planning for families in Huntington, NY
16 results found
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Protective Wealth Consultants - Ameriprise Financial Services, LLC
Protective Wealth Consultants - Ameriprise Financial Services, LLC, located at 7 East Carver Street in Huntington, New York, is a finance institution dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, education, or a major purchase, their team provides personalized investment recommendations based on your individual goals and risk tolerance. They document your goals, regularly review your progress, and adjust your approach as needed to help you track your financial journey. You can access your investments and accounts from any device securely, and schedule a complimentary initial consultation to learn more about how they can assist you. Their financial advisors are registered in certain U.S. states and adhere to strict regulations to ensure your financial security. They offer a range of services, from financial planning concepts to investment strategies, and aim to help you achieve positive financial results.
Dynamic Financial Services, Ltd.
Dynamic Financial Services, Ltd. is a leading finance institution located at 36 Schiller Avenue in Huntington Station, New York, United States. With a strong reputation for providing innovative financial solutions, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Dynamic Financial Services, Ltd. is here to help. Contact us today to learn more about how we can support your financial needs.
Clifford Sieber - Financial Advisor, Ameriprise Financial Services, LLC
Clifford Sieber - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 7 East Carver Street in Huntington, New York. With years of experience in the finance industry, Clifford Sieber offers expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Clifford Sieber can provide personalized strategies to meet your needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Thomas Easow - Financial Advisor, Ameriprise Financial Services, LLC
Thomas Easow is a trusted financial advisor at Ameriprise Financial Services, LLC located at 7 East Carver Street in Huntington, New York. With years of experience in the finance industry, Thomas Easow helps clients achieve their financial goals through personalized strategies and expert advice. Whether you are planning for retirement, saving for your child's education, or investing for the future, Thomas Easow can provide you with the guidance and support you need. Contact Thomas Easow at Ameriprise Financial Services, LLC today to take control of your financial future.
Christopher Kuber - Financial Consultant, Ameriprise Financial Services, LLC
Christopher Kuber, a financial consultant at Ameriprise Financial Services, LLC, located at 7 East Carver Street in Huntington, New York, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Christopher works closely with clients to document their goals, track progress, and adjust strategies as life changes. Clients can access their investments and accounts from any device, securely track progress, and schedule complimentary initial consultations to discuss financial planning concepts. Christopher Kuber is registered to conduct securities business in select states and clients can verify his qualifications on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, cannot guarantee future financial results but is committed to helping clients achieve their financial goals. Feel free to refer friends and family members for personalized financial guidance from Christopher Kuber.
Sun Life Financial
Sun Life Financial is an insurance agency located at 1 Huntington Quadrangle, Melville, New York, United States. Committed to keeping clients' personal data safe, they offer a range of insurance products and services. Their performance highlights and strategic performance are showcased, with a focus on preventing type 2 diabetes and raising awareness about the disease. Sun Life's Annual Meeting is coming up on May 9, offering both virtual and in-person attendance options. They are not associated with Obatan LLC and caution investors to be wary of certain offers. As a Purpose-driven company, Sun Life is dedicated to being there for clients during life's important moments. They are always seeking exceptional individuals to join their team, whether recent graduates or seasoned professionals. With a focus on sustainability, Sun Life has a history of financing clean and renewable energy projects. They value diversity in their workforce, believing that different perspectives lead to brighter outcomes for clients, communities, and colleagues.
Palacios Law Group
Palacios Law Group is a premier personal injury law firm located at 1399 New York Avenue, Huntington Station, New York, United States. With our dedication to excellence and commitment to our clients, we have earned the reputation of being the leading personal injury legal practice in Long Island. Our team of experienced lawyers specializes in various areas of law, including personal injury, matrimonial, bankruptcy, real estate, family court, and criminal law. We also provide expert legal guidance in immigration matters. At Palacios Law Group, we understand the complexities of the legal system and are here to guide you through your case step by step. Whether you are facing financial challenges, injuries due to negligence, family transitions, or criminal charges, our skilled attorneys are here to fight for your rights. We offer personalized and comprehensive legal solutions to meet your needs.
Kelly Schumacher - State Farm Insurance Agent
Kelly Schumacher - State Farm Insurance Agent is a reputable insurance agency located at 1870 East Jericho Turnpike in Huntington, New York. As a trusted State Farm Insurance Agent, Kelly Schumacher and her team are dedicated to providing personalized insurance solutions to meet the needs of their clients. Whether you are looking for auto, home, life, or business insurance, Kelly Schumacher - State Farm Insurance Agent is committed to helping you protect what matters most. With a focus on exceptional customer service and competitive rates, this agency is your go-to destination for all your insurance needs in the Huntington area.
Monica Murphy - State Farm Insurance Agent
Monica Murphy State Farm Insurance Agent is an insurance agency located at 1985 New York Avenue in Huntington Station, New York. Our experienced team is dedicated to helping you with your auto insurance needs, as well as providing personalized insurance options for your home, life, pets, motorcycles, and boats. Our trilingual team can assist you in English, Spanish, and Portuguese, and we have over three decades of collective insurance experience. We are located just 4 blocks north of Jericho Tpke, near 7-11 and Sherwin Williams. While we are unable to process online auto quotes at this time, please call our office for assistance. Our goal is to help protect your family and possessions while providing excellent coverage and personalized service. Whether you're looking for auto insurance for sunny road trips or home insurance to safeguard your sanctuary, we have you covered.
Haller-Zaremba Insurance Agency
Haller-Zaremba Insurance Agency, located at 328 Hillside Avenue in Williston Park, New York, is a trusted health and insurance agency serving the community for over 81 years. As a family-owned and operated independent agency, we offer a wide range of insurance options including car, auto, home, renters, business, and liability insurance in Williston Park, East Meadow, Huntington, Mineola, Plainview, Rockville Center, NY, and surrounding areas. Our highly-qualified staff of professionals is dedicated to providing the most suitable insurance policies available on the market. We work with families and businesses to protect their interests and assets, offering personalized service to meet your individual needs. Whether you need auto insurance, homeowners’ insurance, business insurance, or any other type of coverage, Haller-Zaremba Insurance Agency is here to help.
Catherine Clarke - Senior Mortgage Consultant
Catherine Clarke is a Senior Mortgage Consultant located in Melville, New York, United States. With a focus on providing personalized and comprehensive service, Catherine Clarke and her team are dedicated to helping you navigate the home buying process from start to closing. Whether you are a first-time homebuyer or looking to refinance, they are here to assist you every step of the way. As a part of Dime's finance institution, Catherine Clarke offers competitive mortgage rates and a $500 credit towards your closing costs when you apply now. Their team specializes in owner-occupied, single-family properties in New York, with rates based on factors such as loan amount, credit score, and loan-to-value ratio.
Chris Stewart - State Farm Insurance Agent
Chris Stewart - State Farm Insurance Agent is an insurance agency located at 9 Semon Road in Huntington, New York. They are conveniently situated across the street from Old Navy and Petco, right next to Sophia Place Deli. The team at Chris Stewart is dedicated to serving the communities of Huntington, Huntington Station, Dix Hills, and Greenlawn, as well as the entire state of New York, including Nassau and Suffolk Counties, and the 5 boroughs of NYC. They are also licensed to provide quotes in New Jersey, Connecticut, and Pennsylvania. The agency offers a range of insurance products, including auto, home, life, health, and financial services. Their mission is to secure their customers' happiness and confidence through personalized service and quality products. The team at Chris Stewart embodies the State Farm mission of helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Jonathan Rosner, MD
Jonathan Rosner, MD is a leading institution specializing in Obstetrics and Gynecology, Maternal and Fetal Medicine. Located at 1995 New York Avenue in Huntington Station, New York, Dr. Jonathan Rosner is a double-board certified physician with a passion for providing the highest level of care to his patients. Graduating from SUNY Downstate College of Medicine, Dr. Rosner completed his OB/GYN residency at North Shore University Hospital and a fellowship in Maternal & Fetal Medicine at NYU Langone Medical Center. Dr. Rosner's clinical interests include fetal growth restriction and hypertension, and he is actively involved in residency education as the Associate Director for the OB/GYN Residency Program at Mount Sinai South Nassau. He is also the Co-Chair of the Obstetrical Performance Improvement Committee at South Nassau, ensuring the best quality and safety for each patient.
Nationwide Insurance: James J Basso Agency
The Nationwide Insurance: James J Basso Agency is located at 1895 New York Avenue in Huntington Station, New York, United States. This insurance agency offers a variety of insurance products including auto, commercial, farm, financial, home, powersports, and human services insurance. They specialize in providing reliable coverage for your vehicles, home, business, and personal property. The agency works with Nationwide to offer excellent choices in home insurance coverage to protect your family and belongings. For business owners, they provide custom plans tailored to your unique risks and coverage needs. Contact James J Basso Agency at (631) 427-0303 or visit their office to learn more about how they can help protect what matters most to you.
Canine Corral
Canine Corral is a premier pet store located at 1845 New York Avenue in Huntington Station, New York. When you purchase a puppy from Canine Corral, you not only bring home a new furry family member but also gain access to our renowned trainers for free dog training services. We believe that owning a well-trained dog is important for both the dog and their families, which is why we offer ongoing training at no additional cost. In addition to training services, all puppies from Canine Corral are eligible for our boarding and grooming programs. As members of our Board and Grooming program, you can bring your dog to us for professional nail cutting or opt for boarding where your puppy will be treated like a member of our own family.
Safe Harbor Asset Management, Inc.
Safe Harbor Asset Management, Inc. is a finance institution located at 167 East Main Street, Huntington, New York, United States. As a “Fee Only” SEC Registered Investment Adviser, the firm takes on the fiduciary responsibility of managing your family’s wealth to protect it from increasing risk and taxes. They offer advisory services on a discretionary and non-discretionary basis. Specializing in investment-grade property alternatives for 1031 Exchanges nationwide, Safe Harbor Asset Management, Inc. provides a wide range of DSTs to their investor clients at a lower cost. Their investment process is guided by Modern Portfolio Theory, using a global strategic Asset Allocation model to construct portfolios around index and enhanced index funds.
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