TOP 30 Financial planning professionals in Merrick, New York

84 results found

John Hancock Financial Network is a leading financial institution located at 100 Merrick Road in Rockville Centre, New York. As a part of the renowned John Hancock brand, the network offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a strong focus on personalized advice and tailored solutions, John Hancock Financial Network is committed to providing top-notch financial planning, investment management, and insurance services to its clients. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, the experienced professionals at John Hancock Financial Network are here to help you every step of the way.

A G Morgan Financial LLC is a finance institution located at 5260 Merrick Road in Massapequa, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, A G Morgan Financial LLC is here to help you every step of the way. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.

Li Financial Group Limited is a leading finance institution located at 4940 Merrick Road in Massapequa Park, New York. With a strong presence in the financial industry, we offer a wide range of services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Li Financial Group Limited is here to help. Visit us today to learn more about how we can assist you in building a secure financial future.

Merrill Lynch Financial Advisor Simon Alexander, located at 266 Merrick Road, Lynbrook, New York, United States, offers personalized financial approaches to help clients pursue their most important goals. Whether planning for retirement, managing future expenses, or transferring wealth to future generations, the AlexanderSacks Group is committed to understanding clients' priorities and aspirations. By utilizing Merrill analytics and Bank of America's products and services, the group creates customized plans tailored to individual needs. The team focuses on Goals Based Wealth Management, emphasizing collaboration, transparency, and integrity in client relationships. Through the Investment Personality Assessment, clients can refine their investing preferences to align with their goals. With a dedicated team of experienced professionals, Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to help clients achieve their goals.

Merrill Lynch Financial Advisor Ravit Kaye, located at 266 Merrick Road, Lynbrook, New York, United States, offers a full range of wealth management services to highly accomplished individuals and their families. Ravit and her team of investment industry professionals combine their knowledge and capabilities with the global resources of Merrill to provide exemplary client service. With recognition from Forbes as a Top Women Wealth Advisor, Ravit is dedicated to helping clients achieve their financial goals through personalized advice and guidance. As a Chartered Retirement Planning Counselor™ and Merrill qualified Portfolio Manager, she can help clients pursue their objectives by managing their investments on a discretionary basis. With a background in finance and economics, Ravit is committed to building strong client relationships based on trust and personalized service. Whether it's transferring wealth to the next generation or customizing your financial approach, Ravit focuses on what matters most to you and your family. By understanding your goals and priorities, she can create a financial approach that reflects your personality and helps you address fluctuations in the market and changes in your life. Let Merrill Lynch Wealth Management Advisors help you navigate the financial complexities of life and build a customized investment approach to pursue your goals.

Merrill Lynch Financial Advisor David Rubin is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. David Rubin is a dedicated Financial Advisor at Merrill Lynch Wealth Management, focusing on providing personalized portfolio management to affluent families, accomplished professionals, and successful business owners. He believes in building long-term relationships with his clients and educating them on their financial situation to help them achieve their financial goals. In his leisure time, David enjoys travelling, cycling, cooking, and being an active member of his community. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. By understanding your investment personality and goals, David can help you create a financial approach that reflects your unique needs. With access to the investment insights of Merrill and banking solutions from Bank of America, he can assist you in managing, growing, and preserving your wealth. David is registered to do business in multiple states and offers investment insights, tips, and strategies to help you achieve your financial goals.

Klerer Financial Services, Inc. is a reputable finance institution located at 3272 Merrick Road in Wantagh, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Klerer Financial Services, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Visit them today to see how they can help you secure your financial future.

D R Financial Services is a well-established accounting and finance institution located at 22712 Merrick Boulevard in New York, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We are committed to providing personalized and high-quality financial solutions to help our clients achieve their financial goals. Visit us at D R Financial Services for all your accounting and finance needs.

Keats Tax & Financial Services is a reputable institution located at 64 Roydon Drive East in North Merrick, New York, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch tax and financial services to individuals and businesses alike. With a commitment to accuracy, reliability, and client satisfaction, we strive to help our clients navigate the complexities of tax laws and financial planning with ease. Trust Keats Tax & Financial Services for all your accounting and financial needs.

P.D.H. Insurance Brokerage, Inc is a reputable insurance agency located at 19 West Merrick Road in Valley Stream, New York, United States. With a team of experienced brokers, we provide personalized insurance solutions for individuals and businesses. Our services include home, auto, life, and business insurance, tailored to meet the specific needs of our clients. Trust P.D.H. Insurance Brokerage, Inc to protect what matters most to you.

William Kotkin is a reputable health institution located at 2565 Beverly Road in Merrick, New York. Specializing in dental and medical services, Dr. Kotkin and his team provide top-quality care for patients of all ages. With a focus on preventive care and patient education, the institution aims to promote overall health and well-being. Whether you need a routine check-up, dental cleaning, or treatment for a specific health issue, William Kotkin is dedicated to providing personalized and compassionate care to all patients.

United Benefit Solutions, LLC is a leading insurance agency located at 100 Merrick Road in Rockville Centre, New York. Our dedicated team of professionals is committed to providing top-notch insurance solutions to individuals and businesses alike. With a focus on customer service and personalized attention, we strive to help our clients find the best coverage options to meet their needs. Whether you are looking for health, life, or disability insurance, we have the expertise to guide you through the process and ensure you are properly protected. Trust United Benefit Solutions, LLC for all your insurance needs.

John Candon - State Farm Insurance Agent is a reputable insurance agency located at 1745 Merrick Avenue in Merrick, New York. Established in December 2020, this agency is led by John Candon, a third-generation State Farm Agent who is dedicated to helping others and improving the community. The agency offers a wide range of insurance products, including auto, home, life, health, and commercial insurance, as well as financial services. The team at John Candon - State Farm Insurance Agent includes experienced professionals like Kara Ferrante and Joe Candon, who are licensed in various insurance products and are committed to providing exceptional service to their customers. Whether you need help with financial planning, insurance policies, or have questions about pre-existing conditions, the team at this agency is here to assist you.

Breeanna Wallace: Allstate Insurance is a reputable insurance agency located at 21619 Merrick Boulevard in New York, United States. With a focus on providing personalized insurance solutions, our team is dedicated to helping clients protect what matters most to them. Whether you're looking for auto, home, life, or business insurance, we offer a wide range of coverage options to meet your specific needs. Contact us today to learn more about how we can help safeguard your assets and provide peace of mind for the future.

Victoria Van De Ven - State Farm Insurance Agent is a reputable insurance agency located at 4020 Merrick Road in Seaford, New York, United States. With 23 years of experience serving the Seaford community, Victoria is proud to be associated with State Farm for 30 years. As an Insurance & Financial Services Professional and small business owner, Victoria and her team are dedicated to helping customers with their Auto, Fire, and Life insurance needs. The office, led by Office Manager Debbie Balsamo, is always ready to assist with any questions in person, by phone, or by email. Victoria is actively involved in the community, having been selected as Businessperson of the year for the Seaford Chamber of Commerce in 2022. She is a proud member of the Seaford Lions Club and volunteers at Last Hope Animal Shelter in Wantagh. The mission of State Farm is to help people manage risks, recover from the unexpected, and realize their dreams, and Victoria believes in providing personalized service to help customers achieve these goals.

South Nassau Medical Group is a reputable healthcare institution located at 193 Merrick Road in Lynbrook, New York. As a trusted provider of medical services, this facility offers a wide range of healthcare services and specialties to cater to the needs of patients in the area. With a team of experienced doctors and healthcare professionals, South Nassau Medical Group is committed to providing high-quality care and personalized treatment plans to help patients achieve optimal health and well-being. Whether you are in need of a routine check-up or specialized medical treatment, you can trust South Nassau Medical Group to deliver exceptional care in a compassionate and professional manner.

Constantinidis & Associates, P.C. is a reputable accounting and finance institution located at 2492 Merrick Road in Bellmore, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and secure their financial future. Whether you need tax preparation, financial planning, or business consulting services, Constantinidis & Associates, P.C. is here to assist you every step of the way. Visit us today to see how we can help you succeed financially.

SGF Law, located at 135 Pinelawn Road in Melville, New York, is a boutique firm that offers a personalized approach with the benefits of a large firm. Serving clients throughout Long Island and surrounding areas such as Merrick, Massapequa, Baldwin, and more, SGF Law specializes in estate planning and elder law issues. With over 30 years of experience, the team at SGF Law is dedicated to helping individuals and families navigate important legal matters. Estate planning is crucial for everyone, regardless of age or financial standing. Without proper planning, state law will determine how your assets are distributed. The team at SGF Law is well-versed in estate planning and elder law, with over 45 years of combined experience handling thousands of cases. They can assist with complex issues to ensure proper planning for yourself or an older relative.

ODIFINANCIAL is a leading finance institution located at 700 Merrick Road in Lynbrook, New York. We specialize in providing a wide range of financial services to our clients, including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, ODIFINANCIAL is your trusted partner in navigating the complexities of the financial world. Visit us today to see how we can help you secure your financial future.

Objective Wealth Management is a finance institution located at 50 Merrick Road in Rockville Centre, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We provide objective advice and guidance to help clients navigate the complexities of the financial world and make informed decisions. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Objective Wealth Management is here to help you every step of the way.

Hamilton Capital is a finance institution located at 31 South Merrick Avenue in Merrick, New York. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Hamilton Capital is here to help you every step of the way. Contact us today to learn more about how we can assist you in achieving financial success.

C. E. Gaye & Sons Securities Ltd. is a full-service securities firm located at 2116 Merrick Avenue in Merrick, New York. Founded in Long Island in 1954, our firm offers the services and financial strength of a large national firm with the personalized service of a local firm. We provide a range of financial services and products, including securities and advisory services through Prospera Financial Services, Inc. Member FINRA/SIPC. At C. E. Gaye Securities, we offer access to a library of videos covering various financial topics and calculators to help estimate answers to common financial questions. Please note that the information provided on our website is for general use and individual situations may vary. We recommend seeking advice from your own tax or legal counsel, especially for estate planning.

E Slott & Co is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, E Slott & Co is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Contact them today to learn more about how they can help you with your accounting and finance needs.

John P Spinelli, CPA, CFP, P.C. is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, they are dedicated to helping you achieve your financial goals. Trust John P Spinelli, CPA, CFP, P.C. for all your accounting and finance needs.

John Lepore, CPA is a reputable accounting and finance institution located at 4220 Merrick Road in Massapequa, 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 commitment to accuracy and integrity has earned them a strong reputation in the community. Whether you are an individual or a business in need of financial guidance, John Lepore, CPA is dedicated to helping you achieve your financial goals.

LTSA Accounting and Tax Services Inc. is a reputable accounting and finance institution located at 3665 Merrick Road in Seaford, New York. 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, LTSA Accounting and Tax Services Inc. provides personalized solutions to meet your specific needs. Trustworthy and reliable, this institution is dedicated to helping clients achieve their financial goals.

R&G Brenner Income Tax is a finance institution located at 5417 Merrick Road in Massapequa, New York. Specializing in income tax services, R&G Brenner offers expert advice and assistance to individuals and businesses looking to navigate the complex world of taxes. With a team of experienced professionals, clients can trust in the expertise and reliability of R&G Brenner Income Tax to help them maximize their returns and minimize their tax liabilities. Whether you need help with filing your annual taxes, planning for the future, or resolving tax-related issues, R&G Brenner is dedicated to providing top-notch service and support.

O'Neill & Associates is a reputable accounting and finance institution located at 5788 Merrick Road in Massapequa, New York. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, payroll management, and financial planning. Their dedication to providing top-notch service and personalized solutions sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, O'Neill & Associates is the go-to institution for all your accounting and finance needs.

A.J. Napolitano & Co. is a reputable accounting and finance institution located at 5510 Merrick Road in Massapequa, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation and bookkeeping to financial planning and investment advice, A.J. Napolitano & Co. is committed to helping their clients achieve their financial goals. With a focus on personalized service and attention to detail, they have earned a strong reputation for excellence in the industry.

Ideal Wealth Management is a premier finance institution located at 2116 Merrick Avenue in Merrick, New York, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your assets, plan for retirement, or protect your investments, Ideal Wealth Management is here to provide expert guidance and support. Trust us to help you secure your financial future.