TOP 30 Financial planning in Mineola, New York

34 results found

Shelter Rock Financial Group is a leading finance institution located at 410 East Jericho Turnpike in Mineola, New York. With a team of experienced professionals, we offer a wide range of financial services including investment management, retirement planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

Alain Martin - TD Wealth Financial Advisor is a leading financial institution located at 540 Jericho Turnpike in Mineola, New York, United States. As a trusted advisor, Alain Martin offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Alain Martin provides expert guidance and support to individuals and families looking to secure their financial future. With a commitment to excellence and a dedication to client satisfaction, Alain Martin - TD Wealth Financial Advisor is a top choice for those seeking professional financial advice and services.

Achilleas Psihudakis, a financial advisor at Ameriprise Financial Services, LLC, located at 300 Old Country Road in Mineola, New York, offers personalized financial planning services to help clients achieve their financial goals. With a focus on areas such as retirement planning, investment management, and estate planning, Achilleas Psihudakis has the expertise and experience to guide clients towards financial success. Clients can review his background, credentials, and experience to ensure a good fit for their needs. By filling out a "Request consultation" form, clients can connect with Achilleas Psihudakis for a complimentary initial consultation to discuss their financial goals and create a customized financial plan.

Great American Financial Services is a premier finance institution located at 142 Mineola Avenue in Roslyn Heights, New York. With a strong reputation for excellence and expertise in financial services, they provide a wide range of solutions to help individuals and businesses achieve their financial goals. From investment management to retirement planning, their team of experienced professionals is dedicated to providing top-notch service and personalized guidance to clients. Whether you are looking to grow your wealth or secure your financial future, Great American Financial Services is here to help you every step of the way.

Raymond James Financial Services is a finance institution located at 200 Old Country Road in Mineola, New York, United States. They provide a wide range of financial services including investment management, financial planning, retirement planning, and wealth management. With a team of experienced financial advisors, Raymond James Financial Services strives to help individuals and businesses achieve their financial goals and secure their financial future. Their personalized approach and commitment to client satisfaction make them a trusted partner in the world of finance.

Joseph E Vicari, a financial advisor at Ameriprise Financial Services, LLC, located at 300 Old Country Road, Mineola, New York, United States, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Joseph provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings are scheduled to review progress, update strategies as needed, and track progress towards financial goals. Clients have access to their investments and accounts at any time, from any device, securely. Joseph is registered in states where securities business can be conducted, as listed on FINRA's BrokerCheck website. To learn more about how Joseph can help you with your financial planning needs, schedule a complimentary initial consultation today. Ameriprise Financial Services, LLC is committed to providing clients with the necessary tools and resources to make informed financial decisions.

B. Riley Wealth Tax Services in Mineola, NY, located at 181 East Jericho Turnpike, offers expert tax services for individuals and businesses. Our team of professionals can help you minimize tax liabilities and navigate the complexities of tax season and beyond. With a focus on comprehensive financial strategies, our tax professionals are well-versed in the latest tax law changes for the 2023 tax year. Whether you need assistance with your tax return or a total tax management plan, our dedicated team can provide the expertise needed to help you keep more of what you earn and grow your net worth over time. We also offer guidance on important changes impacting companies, such as the new beneficial ownership information reporting requirement.

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.

Pete Verma - Mortgage Loan Officer is a reputable financial institution located at 111 Mineola Avenue in Roslyn Heights, New York. As a dedicated mortgage loan officer, Pete Verma provides expert guidance and personalized assistance to clients seeking to secure financing for their dream homes or investment properties. With a wealth of experience in the industry, Pete Verma is committed to helping clients navigate the complex world of mortgage lending with ease and confidence. Whether you are a first-time homebuyer or a seasoned investor, Pete Verma - Mortgage Loan Officer is here to help you achieve your financial goals.

The Law Office of Ronald D. Weiss, P.C. is a finance and legal institution located at 734 Walt Whitman Road, Melville, New York, United States. With additional locations in Queens, Mineola, and Brooklyn, the law firm is dedicated to providing debt solutions for individuals and businesses facing financial hardship. Since 1988, Ronald D. Weiss, ESQ. has been representing clients in bankruptcy, foreclosure, negotiation, and modification cases. The experienced attorneys at the firm offer free consultations to assess each unique situation and provide invaluable legal advice. Specializing in bankruptcy cases under Chapters 7, 11, and 13 of the Bankruptcy Code, as well as foreclosure defense, mortgage loan modification, and debt negotiation, the Law Office of Ronald D. Weiss, P.C. offers effective and affordable legal options to help clients overcome financial difficulties. Conveniently located in Melville, the main office is easily accessible from major roadways and offers flexible appointment times. Whether facing overwhelming credit card debt, foreclosure, creditor harassment, or landlord-tenant disputes, the dedicated team at the Law Office of Ronald D. Weiss, P.C. is committed to finding creative and compassionate solutions to resolve financial challenges. With expertise in bankruptcy law, the firm can provide immediate protection to stop collection actions, wage garnishment, and more. From Chapter 7 liquidation to Chapter 13 repayment plans, the attorneys at the Law Office of Ronald D. Weiss, P.C. have the knowledge and skills to guide clients through the bankruptcy process and help them achieve a fresh financial start. In addition to bankruptcy cases, the firm also handles adversary proceedings, contested motions, and bankruptcy appeals to protect clients' rights and assets. With a focus on personalized legal strategies, the Law Office of Ronald D. Weiss, P.C. is dedicated to helping clients navigate complex financial situations and achieve long-term financial stability.

Weltz Law is a high-caliber institution offering cost-effective representation in FINRA Arbitrations, AAA Arbitrations, FINRA & SEC Investigations and Proceedings. Located at 1 Old Country Road, Carle Place, New York, United States, Weltz Law specializes in securities arbitration and litigation, providing effective legal counsel and reliable client services nationwide. With over 30 years of collective experience, the attorneys at Weltz Law are dedicated to helping clients who have suffered financial harm due to broker fraud or misconduct. The firm represents clients in securities litigation, commercial litigation, real estate, estate planning, estate administration, and corporate and business law matters. If you have been a victim of broker malfeasance or need legal assistance in any of these areas, contact Weltz Law at (877) 905-7671 to schedule a free case consultation with one of their seasoned lawyers.

Goydas Capital Investment Management is a leading finance institution located at 222 Old Country Road in Mineola, New York. Our team of experienced professionals specializes in providing expert investment management services to help clients achieve their financial goals. With a focus on strategic planning and personalized solutions, we strive to deliver exceptional results and build long-lasting relationships with our clients. Trust Goydas Capital Investment Management to guide you towards a prosperous financial future.

A. Verrelli and Associates is a reputable finance institution located at 285 Jericho Turnpike in Mineola, New York. With years of experience in the financial industry, our team of experts is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to help you achieve your financial goals. Trust A. Verrelli and Associates to handle all your financial needs with professionalism and expertise.

Dynamis Capital Management LLC is a finance institution located in Mineola, New York, United States. Specializing in investment management, Dynamis Capital Management LLC offers a range of financial services to help clients achieve their investment goals. With a team of experienced professionals, the institution provides personalized investment strategies tailored to each client's unique financial situation. Whether you are looking to grow your wealth, plan for retirement, or manage risk, Dynamis Capital Management LLC is dedicated to helping you navigate the complex world of finance with confidence.

John W Halloran CPA PC is a reputable accounting and finance institution located at 231 Mineola Boulevard in Mineola, New York, United States. With a team of experienced and dedicated professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can trust in their expertise and commitment to delivering high-quality results. Whether you are an individual or a business, John W Halloran CPA PC is here to help you navigate the complexities of the financial world.

Barnum Tax is a reputable accounting and finance institution located at 220 Old Country Road in Mineola, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Barnum Tax is here to help. Trust us to handle all your accounting and finance needs with precision and expertise. Contact us today to schedule a consultation.

M&M Credit and Tax Service is a leading accounting and finance institution located at 4 West Mineola Avenue in Valley Stream, New York, United States. With a team of experienced professionals, they specialize in providing expert credit and tax services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or credit repair, M&M Credit and Tax Service is dedicated to helping you achieve your financial goals. Contact them today for personalized and reliable financial solutions.

Rahat's Very Good Tax Service is a reputable accounting and finance institution located at 223 Jackson Avenue in Mineola, New York. With a team of experienced professionals, they specialize in providing top-notch tax services to individuals and businesses alike. Whether you need assistance with tax preparation, planning, or filing, Rahat's Very Good Tax Service is dedicated to helping you navigate the complex world of taxes with ease and efficiency. Trustworthy and reliable, this institution is committed to ensuring your financial success.

Li, Xu & Associates, CPA, PLLC is a reputable accounting and finance institution located at 96 Willis Avenue in Mineola, New York, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their dedication to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Trust Li, Xu & Associates, CPA, PLLC for all your accounting and finance needs.

John Ferro Consulting Ltd is a reputable accounting and finance institution located at 190 East Jericho Turnpike in Mineola, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Our commitment to excellence and personalized service sets us apart from the competition, making us the go-to choice for individuals and businesses seeking reliable financial advice and support. Visit us today to see how we can help you achieve your financial goals.

Hillside Associates is a reputable accounting and finance institution located at 165 Horton Highway in Mineola, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, Hillside Associates is committed to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.

SG Accounting CPA, PC is a reputable accounting firm located at 22 Jericho Turnpike in Mineola, New York. Specializing in accounting and finance services, our team of Certified Public Accountants (CPAs) provides a wide range of financial solutions for individuals and businesses alike. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and maximize their profitability. Whether you need assistance with tax preparation, bookkeeping, or financial planning, SG Accounting CPA, PC is here to help. Contact us today to schedule a consultation and see how we can support your financial needs.

The Scharf Law Firm, PLLC is a reputable institution located at 90 2nd Street in Mineola, New York, United States. Specializing in accounting, finance, and legal services, the firm is dedicated to providing top-notch expertise and support to individuals and businesses in need of professional guidance. With a team of skilled lawyers and financial experts, The Scharf Law Firm, PLLC is committed to delivering personalized solutions and achieving favorable outcomes for their clients. Whether you require assistance with legal matters, financial planning, or accounting services, you can trust in the expertise and professionalism of The Scharf Law Firm, PLLC.

Feldman & Feldman LLC is a reputable accounting and finance institution located at 263 Mineola Boulevard in Mineola, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Feldman & Feldman LLC for accurate and reliable financial advice to help them achieve their financial goals.

Kaplan & Associates PLLC is a trusted accounting and finance institution located at 23 Roslyn Road in Mineola, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. Whether you need help with tax preparation, financial planning, or business consulting, Kaplan & Associates PLLC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a top choice for all your accounting and finance needs.

Ernest D Loewenwarter & Co is a renowned accounting and finance institution located at 200 Old Country Road in Mineola, New York, United States. With a team of highly skilled professionals, they provide expert financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Ernest D Loewenwarter & Co is dedicated to helping you achieve your financial goals. Trust in their expertise and experience to guide you towards a secure financial future.

Gentile Brengel & Lin LLP is a reputable accounting and finance institution located at 1581 Franklin Avenue in Mineola, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, or financial planning, Gentile Brengel & Lin LLP is dedicated to helping you achieve your financial goals. Contact them today to learn more about their services and how they can assist you with your financial needs.

Welcome to the practice of Robert Yohannan, MD, a board-certified Nephrologist dedicated to providing expert care in kidney-related diseases, including high blood pressure, electrolyte disorders, and chronic kidney disease. Located at 5 Cuba Hill Road, Greenlawn, New York, Dr. Yohannan has been serving the Huntington area since 2010 with a commitment to excellence and patient-centered care. Dr. Yohannan brings a wealth of experience to his practice, having completed his medical residency at Lutheran Medical Center and Maimonides Medical Center in 2003, followed by a distinguished career in Hospitalist medicine in Massachusetts. His passion for Nephrology led him back to New York, where he completed a fellowship in Nephrology and Hypertension at Winthrop University Hospital in 2010. As a certified Clinical Hypertension Specialist since 2012 and a member of the American Society of Nephrology, Dr. Yohannan has a keen interest in Glomerulonephritis and Hypertension.

Welcome to Christopher Tompkins - Attorney At Law Located at 225 Broadway, Suite 700, in the heart of Manhattan, New York, the Law Office of Christopher Tompkins specializes in legal name change services for both adults and minors. With over 18 years of dedicated experience in New York State law, Mr. Tompkins is committed to providing thorough and compassionate legal assistance for those seeking a name change for personal, religious, family-related, or professional reasons.

Welcome to Raiser & Kenniff, P.C., your trusted partner in criminal defense representation located at 87 Walker Street, Manhattan, New York. With over 100 years of combined legal experience and offices in Manhattan, Mineola, and Suffolk, our firm is dedicated to providing exceptional defense services to those facing criminal charges in New York City. Founded by former prosecutors, Raiser & Kenniff specializes in navigating the complexities of state and federal courts, ensuring that your rights are protected every step of the way. Our team of highly skilled attorneys has been recognized nationally for their expertise and professionalism, making us the go-to firm for media seeking insight on high-profile cases.