TOP 30 Financial planning in East Meadow, New York

39 results found

Great Meadow Federal Credit Union, located at 26 East Main Street in Granville, New York, is more than just a typical Federal Credit Union. We are dedicated to providing our members with a trusted combination of convenience, comfort, and community. As a financial institution, we offer a range of services including ATM access and various finance options. Our focus is on ensuring that more people can benefit from our commitment to progress and exceptional customer service. Experience the difference at Great Meadow Federal Credit Union.

Andrew H. Wilkins Insurance and Financial Services is a leading finance and insurance agency located at 772 Park Lane in East Meadow, New York, United States. With a dedicated team of professionals, we strive to provide our clients with tailored insurance solutions and financial services to meet their individual needs. Whether you are looking for auto, home, life, or business insurance, or need assistance with retirement planning or investment strategies, our experienced team is here to help. Contact us today to learn more about how we can assist you in securing your financial future.

Perkins-London Wealth Advisors - Ameriprise Financial Services, LLC is a trusted wealth management institution located at 90 Merrick Avenue, East Meadow, New York, United States. Recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers, we provide personalized investment recommendations based on your goals and risk tolerance. Our team of advisors helps you track your progress, adjust your approach as needed, and achieve generational success built on trust, excellence, and innovation. With a focus on simplifying life and reducing stress, we aim to inspire confidence and guide you towards a successful financial future. Schedule a complimentary consultation to learn more about how we can help you achieve your financial goals. Please note that Ameriprise financial advisors are registered to do business in certain U.S. states, and we cannot guarantee future financial results. We are committed to protecting your privacy and security, and we appreciate the opportunity to help your friends and family members with their financial goals as well. Contact us today to discuss what's most important to you and start planning for a brighter financial future.

Al Osbourne is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Al Osbourne holds various certifications including 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®. Al Osbourne specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. As a Certified Military Financial Advisor®, Al Osbourne is also trained to serve veterans and active duty military personnel. With a strong focus on ethics and expertise in various financial areas, Al Osbourne is dedicated to helping clients achieve their financial goals and secure their financial future.

R & R Financial Planners Inc is a finance institution located at 1802 Hempstead Turnpike in East Meadow, New York, United States. We specialize in providing expert financial planning services to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized guidance and customized solutions to address a wide range of financial needs. Whether you are looking to invest, save for retirement, or plan for the future, R & R Financial Planners Inc is here to help you every step of the way. Contact us today to schedule a consultation and start building a solid financial foundation for tomorrow.

Jonathan London is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States. Jonathan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. He is also a Certified Divorce Financial Analyst and a Certified Kingdom Advisor®, demonstrating his commitment to providing comprehensive financial planning services tailored to individual needs. With a focus on ethical practices and continuing education, Jonathan London is dedicated to helping clients achieve their financial goals and secure their financial future.

ClergyPlanning & Dresner Financial Planning is a finance institution located at 1831 Grant Avenue in East Meadow, New York, United States. Specializing in providing financial planning services for clergy members, this institution offers personalized and comprehensive financial strategies to help individuals achieve their long-term financial goals. With a team of experienced professionals, ClergyPlanning & Dresner Financial Planning is dedicated to helping clients navigate the complexities of financial planning and investment management.

Belva Barned, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States, specializes in providing comprehensive financial planning services. Belva holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Belva is committed to upholding a high standard of ethics and continuously seeks to enhance her knowledge and skills to better serve her clients. Whether you are a retiree, small business owner, or high net worth individual, Belva's diverse expertise and personalized approach can help you achieve your financial goals. Contact Belva Barned today to discuss your financial needs and create a customized plan for your financial future.

Cyprus Financial is a finance institution located at 1790 Hempstead-Bethpage Turnpike in East Meadow, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. At Cyprus Financial, we prioritize customer satisfaction and strive to build long-lasting relationships with our clients. Contact us today to learn more about how we can assist you with your financial needs.

James Newkirk is a Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States. James holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications highlight James' expertise in asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, James Newkirk can provide comprehensive financial advice tailored to your specific needs. Contact James Newkirk today for expert financial guidance.

Donald Gehrig is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue in East Meadow, New York, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Donald Gehrig is properly registered to conduct securities business with residents of certain states, as listed on FINRA's BrokerCheck website. The institution offers an overview of financial planning concepts during the initial consultation, but does not provide written analysis or recommendations. Ameriprise Financial cannot guarantee future financial results. Clients can expect personalized service and support in achieving their financial goals. The institution also emphasizes privacy and security, and users of the website are bound by the terms of Ameriprise Financial Website Rules and Regulations.

Randall C Perkins is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Specializing in finance, Randall Perkins 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 his expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Certified Military Financial Advisor®, Randall Perkins is also trained to serve veterans and active duty personnel. With a commitment to ethical practices and continuing education, Randall C Perkins is dedicated to providing comprehensive financial planning services for individuals and businesses.

Meadow Tax Associates is a reputable accounting and finance institution located at 611 Newbridge Road in East Meadow, New York, United States. With a team of experienced professionals, they provide expert tax preparation, financial planning, and accounting services to individuals and businesses. Their dedication to accuracy and efficiency sets them apart, making them a trusted partner for all your financial needs. Contact Meadow Tax Associates today to schedule a consultation and take control of your finances.

Ivy CPA Tax is a reputable accounting and finance institution located at 1936 Hempstead Turnpike in East Meadow, New York. With a team of experienced and knowledgeable professionals, Ivy CPA Tax provides top-notch tax preparation, accounting, and financial services to individuals and businesses in the area. Their dedication to client satisfaction and attention to detail sets them apart from other firms. Whether you need help with tax planning, bookkeeping, or financial consulting, Ivy CPA Tax is committed to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your accounting and finance needs.

Welcome to Centner Financial CPA LLC, your trusted partner in accounting and finance located in the heart of Bridgehampton, New York. Nestled in the scenic Meadows East, we are proud to serve the financial needs of our community and beyond. At Centner Financial, we specialize in providing personalized and comprehensive financial solutions tailored to meet the unique needs of individuals and businesses alike. Our team of experienced Certified Public Accountants is dedicated to delivering exceptional service with integrity and professionalism. Whether you are seeking assistance with tax planning and preparation, bookkeeping, financial consulting, or any other accounting services, we are here to guide you every step of the way. We understand that financial matters can be complex and daunting, which is why we prioritize clear communication and transparency to ensure you feel confident and informed about your financial decisions.

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.

Farmers Insurance - Robert Tejada Marcelino is an insurance agency located at 90 Merrick Avenue, East Meadow, New York, United States. As a local Farmers® agent in East Meadow, NY, Robert Tejada Marcelino helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance products including auto, home, renters, business insurance, and more. Robert Tejada Marcelino can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, deductibles, medical payments, or other insurance needs, Robert Tejada Marcelino is available to answer any questions you might have. Contact Robert Tejada Marcelino for a personalized insurance quote and to learn about available discounts to help you save money. Whether you need insurance for your car, home, life, business, renters, condo, or recreational vehicles, Robert Tejada Marcelino can tailor an insurance package to meet your unique needs. Additionally, Robert Tejada Marcelino can help you build a solid financial plan for a secure future. Farmers Insurance and Financial Services offers options and flexibility to help you reach your financial goals. Contact Robert Tejada Marcelino today for an appointment and start planning for a secure future.

Joe Colarusso - State Farm Insurance Agent is a trusted insurance agency located at 2300 Hempstead Turnpike in East Meadow, New York, United States. Whether you are planning home renovations, adding a new car, or pursuing any other dream, their team can help you calculate the time and money needed to make it a reality. They offer valuable insights on important traits to look for in a financial professional, as well as tips for safe rural road driving. For your protection, sensitive personal information should not be shared. If you are experiencing difficulty with the website, please call (516) 342-3457 for assistance. Investors are advised to carefully consider investment objectives and risks, and to review fund prospectuses for detailed information.

Nationwide Insurance: Steven Principe is an insurance agency located at 2697 North Jerusalem Road, East Meadow, New York, United States. They specialize in providing auto, commercial, farm, financial, home, powersports, and human services insurance. The agency offers a variety of insurance policies to protect your property, family, and business from loss. They work closely with Nationwide to provide customized coverage options tailored to your specific needs. Whether you need home insurance, commercial insurance, or a business owners policy, Steven Principe is available to help you find the right insurance plan. Contact them at (516) 221-2599 or visit their office to learn more about their insurance products and services.

M & J Agency is a reputable insurance agency located at 224 Chestnut Avenue in East Meadow, New York. We specialize in providing personalized insurance solutions for individuals and businesses in the United States. Our experienced team of agents is dedicated to helping clients find the right coverage to protect their assets and loved ones. Whether you're looking for auto, home, life, or business insurance, M & J Agency is here to help. Contact us today for a free quote and discover the peace of mind that comes with having the right insurance coverage.

Life Insurance is an insurance agency located at 1900 Hempstead Turnpike in East Meadow, New York, United States. Our agency specializes in providing individuals and families with comprehensive life insurance coverage to protect their loved ones in the event of unexpected circumstances. With a range of policies tailored to fit different needs and budgets, we strive to ensure our clients have peace of mind knowing their financial future is secure. Contact us today to learn more about our services and how we can help you plan for the future.

Located at 24 Wolcott Road in Levittown, New York, Farmers Insurance - Raffay Abid is your local insurance agency serving East Meadow, Hicksville, and surrounding areas. With over 31 years of industry experience, Raffay Abid is dedicated to helping customers like you find the best insurance solutions for your needs. From auto and homeowners insurance to business and contractors insurance, the experienced staff at this agency is here to answer all your questions and provide personalized recommendations. They take the time to understand your lifestyle and assets to ensure you have the right coverage without any unnecessary costs. Conveniently located near Hempstead Turnpike and Wantagh State Parkway, the agency is actively involved in the Levittown community and looks forward to welcoming you. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or recreational insurance, Farmers Insurance - Raffay Abid has you covered. Contact them today to start building a secure financial plan for your future.

Rnr Securities LLC is a finance institution located at 1802 Hempstead-Bethpage Turnpike in East Meadow, New York, United States. Specializing in investment services, Rnr Securities LLC offers a range of financial products and solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides personalized advice and guidance to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Rnr Securities LLC is dedicated to helping you navigate the complex world of finance with confidence.

KDF Accounting is a reputable accounting and finance institution located at 159 Melanie Drive in East Meadow, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, KDF Accounting is here to assist you every step of the way. With a commitment to excellence and customer satisfaction, you can trust KDF Accounting to handle all of your financial needs with precision and care. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Ohanna Capital is a financial institution located at 90 Merrick Avenue in East Meadow, New York. Specializing in ATM services and finance, Ohanna Capital provides convenient and reliable financial solutions for individuals and businesses in the area. With a commitment to customer satisfaction and professionalism, Ohanna Capital is a trusted partner for all your financial needs.

H&R Block is a trusted accounting and finance institution located at 1790 Hempstead Turnpike in East Meadow, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to maximize your tax return or a business in need of expert financial advice, H&R Block is dedicated to providing personalized solutions to meet your specific needs. Visit us today to experience the expertise and dedication that sets us apart in the world of accounting and finance.

Taxes For Traders is a reputable institution specializing in accounting and finance services for traders and investors. Located at 2310 Hempstead Turnpike in East Meadow, New York, the institution provides expert guidance and assistance with tax planning, preparation, and compliance for individuals and businesses involved in trading activities. With a team of experienced professionals, Taxes For Traders ensures that clients receive personalized and comprehensive financial solutions to optimize their tax liabilities and maximize their profits. Whether you are a day trader, swing trader, or long-term investor, Taxes For Traders is dedicated to helping you navigate the complexities of the tax code and achieve your financial goals.

Frank Pasatieri CPA is a reputable accounting and finance institution located at 1790 Hempstead Turnpike in East Meadow, New York, United States. With years of experience and expertise in the field, Frank Pasatieri CPA offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of professionals is dedicated to providing top-notch service and personalized attention to meet your specific needs. Trust Frank Pasatieri CPA for all your accounting and finance needs.

Kalipersad & Co Inc is a reputable accounting and finance institution located at 248 Pontiac Place in East Meadow, New York. With a strong focus on providing top-notch financial services to individuals and businesses, this local government office offers expert advice and assistance in managing finances, tax preparation, and financial planning. The team at Kalipersad & Co Inc is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world with ease.

Kahn Stephen H is an established accounting and finance institution located at 602 Merrick Avenue in East Meadow, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Whether you are an individual or a business owner, Kahn Stephen H is committed to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.