TOP 30 Financial planning professionals in Mineola, New York

25 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.

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.

Neil Lauro - Ameriprise Financial Services, LLC is a finance institution located at 300 Old Country Road, Mineola, New York, United States. Each Ameriprise advisor at this institution has "Top areas of focus" that align with your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that best suits your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will schedule a complimentary initial consultation with you. Take the first step towards achieving your financial goals with Neil Lauro - Ameriprise Financial Services, LLC.

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.

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.

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.

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.

Welcome to Gruenberg Kelly Della, your trusted legal partner in Ronkonkoma, New York. Located at 700 Koehler Avenue, our firm specializes in personal injury law, dedicated to advocating for individuals who have been unjustly injured due to someone else's negligence. We understand that no one plans for an injury, the subsequent time off work, the pain, or the financial burden of medical bills and property damage. That's why we're here—to ensure your rights and interests are protected by skilled and reliable professionals. Our experienced Long Island personal injury lawyers personally prepare each case with a winning strategy in mind. Since our inception, we've secured hundreds of millions in verdicts and settlements, helping our clients move forward with their lives. Notable achievements include multi-million dollar damages awarded in high-profile cases, such as the child sexual abuse lawsuits against a notorious pediatrician and significant settlements in motor vehicle accident cases.