Financial planning services in Freeport, NY
38 results found
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Maria Merino: Primerica - Financial Services
● OpenMaria Merino: Primerica - Financial Services is a well-established finance and insurance agency located at 82 Pine Street in Freeport, New York. With a strong focus on providing top-notch financial services to individuals and families, Maria Merino and her team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance solutions, Maria Merino: Primerica - Financial Services is committed to providing personalized and professional services to meet your needs. Visit their office today to learn more about how they can help you take control of your finances and build a secure financial foundation for the future.
82 Pine St STE 203, Freeport, NY 11520, United States -
Allstate Personal Financial Representative: Rafael Ceara
● ClosedAllstate Personal Financial Representative: Rafael Ceara is a finance and insurance agency located at 386 Atlantic Avenue in Freeport, New York, United States. As a trusted representative of Allstate, Rafael Ceara offers personalized financial services to help individuals and families achieve their financial goals and protect their assets. With years of experience in the industry, Rafael Ceara provides expert advice on insurance products, retirement planning, and investment strategies. Whether you are looking to secure your future or grow your wealth, Allstate Personal Financial Representative: Rafael Ceara is here to help you every step of the way.
386 Atlantic Ave, Freeport, NY 11520, United States -
Thomas A Boatswain - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedThomas A Boatswain is a financial advisor at Ameriprise Financial Services, LLC located at 49 West Merrick Road in Freeport, New York, United States. He 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Thomas A Boatswain is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
49 W Merrick Rd #104, Freeport, NY 11520, United States -
Exodus Financial Services Inc
● ClosedExodus Financial Services Inc is a reputable finance and insurance agency located at 42 Guy Lombardo Avenue in Freeport, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including investment planning, retirement planning, insurance coverage, and more. Our mission is to help individuals and businesses achieve their financial goals through personalized solutions and expert guidance. Contact us today to learn more about how we can help you secure your financial future.
42 Guy Lombardo Ave, Freeport, NY 11520, United States -
Dresner Financial Planning
● OpenDresner Financial Planning is a reputable finance institution located at 734 Miller Avenue in Freeport, New York, United States. Our experienced team of financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, grow your wealth, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
734 Miller Ave, Freeport, NY 11520, United States -
Elizabeth Tax Services
● OpenElizabeth Tax Services is a trusted institution located at 22 Pine Street in Freeport, New York, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch tax services to individuals and businesses. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or consulting, Elizabeth Tax Services is here to help you achieve financial success. Contact us today to schedule a consultation.
22 Pine St, Freeport, NY 11520, United States -
A.G.E. SERVICES
● OpenA.G.E. Services is a leading institution located at 53 Hanse Avenue in Freeport, New York, United States. We specialize in providing a wide range of services including financial consulting, tax preparation, insurance services, and retirement planning. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, A.G.E. Services is your trusted partner for all your financial needs. Contact us today to learn more about how we can help you secure a prosperous future.
53 Hanse Ave, Freeport, NY 11520, United States -
Atlantic Tax Services
● OpenAtlantic Tax Services is a reputable accounting and finance institution located at 429 Atlantic Avenue in Freeport, New York. With a team of skilled professionals, they provide a wide range of tax services to individuals and businesses in the United States. Whether you need help with tax preparation, planning, or filing, Atlantic Tax Services is dedicated to providing top-notch financial solutions tailored to your specific needs. Trustworthy and reliable, they strive to ensure their clients receive the best possible outcomes when it comes to managing their finances.
429 Atlantic Ave # 2A, Freeport, NY 11520, United States -
LS TAX SERVICES CORP
● ClosedLS Tax Services Corp is a finance institution located at 22 Pine Street in Freeport, New York, United States. Our dedicated team of professionals is committed to providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust LS Tax Services Corp to handle all of your financial needs with precision and expertise. Contact us today to schedule an appointment and experience the difference our personalized service can make.
22 Pine St 1 fl, Freeport, NY 11520, United States -
L&D Tax & Multi Service Corp
● ClosedL&D Tax & Multi Service Corp is a reputable accounting and finance institution located at 55 Southside Avenue in Freeport, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial planning, and more. Their dedication to client satisfaction and expertise in the field make them a trusted resource for individuals and businesses looking for reliable financial guidance.
55 Southside Ave, Freeport, NY 11520, United States -
ATAX - Sunrise Hwy - Freeport NY
● ClosedATAX on Sunrise Hwy in Freeport, NY is a leading accounting and finance institution located at 132 West Sunrise Highway. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the Freeport area. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Visit us today and let us help you achieve your financial goals.
132 W Sunrise Hwy, Freeport, NY 11520, United States -
Suriel Tax & Multi Services
● OpenSuriel Tax & Multi Services is a reputable accounting and finance institution located at 122 South Main Street in Freeport, New York, United States. Our team of knowledgeable professionals provides a wide range of services, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and maximize their financial success. Contact us today to learn more about how we can assist you with your accounting and finance needs.
122 S Main St, Freeport, NY 11520, United States -
DR Tax Services
● ClosedDR Tax Services is a reputable accounting and finance institution located at 49 North Main Street in Freeport, New York, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, DR Tax Services is dedicated to providing top-notch service and expert advice to help you achieve your financial goals. Contact them today to schedule a consultation and take control of your finances.
49 N Main St, Freeport, NY 11520, United States -
Dream Tax Service Corp
● OpenDream Tax Service Corp is a trusted accounting and finance institution located at 176 North Main Street in Freeport, New York. With a team of experienced professionals, we provide top-notch tax services to individuals and businesses. Our goal is to help our clients navigate the complex world of taxes and finances, ensuring they maximize their returns and minimize their liabilities. Whether you need help with tax preparation, planning, or financial consulting, Dream Tax Service Corp is here to help you achieve your financial goals. Visit us today and let us turn your dreams into reality.
176 N Main St, Freeport, NY 11520, United States -
Alison Wiles, MD
● OpenAlison Wiles, MD is a healthcare institution located at 155 West Merrick Road, Freeport, New York, United States. Dr. Wiles is a physician who provides services within the Mount Sinai Health System. It is important to note that physicians at Mount Sinai hospitals and facilities may not participate in the same health plans as the hospitals and facilities themselves. Patients can find information about insurance and health plan networks on the Mount Sinai Health System website. Physicians and scientists at the Icahn School of Medicine at Mount Sinai collaborate with pharmaceutical, device, biotechnology companies, and other outside entities to improve patient care and develop new therapies. It is required by Mount Sinai for faculty to disclose their outside financial relationships to ensure transparency in research, clinical care, and teaching. Dr. Wiles has not yet completed reporting of industry relationships.
155 W Merrick Rd #204, Freeport, NY 11520, United States -
Primerica
● ClosedPrimerica is a finance and insurance agency located at 42 Guy Lombardo Avenue in Freeport, New York, United States. As a leading institution in the industry, Primerica offers a wide range of financial services and insurance products to help individuals and families achieve their financial goals and protect their assets. With a team of experienced professionals, Primerica is committed to providing personalized solutions and exceptional customer service to clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Primerica is dedicated to helping you secure a brighter financial future.
42 Guy Lombardo Ave #205d, Freeport, NY 11520, United States -
Michael T. Studer CPA PC
● OpenMichael T. Studer CPA PC is a reputable accounting and finance institution located at 111 West Sunrise Highway in Freeport, New York. With a team of experienced professionals, they offer a wide range of accounting services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Michael T. Studer CPA PC is dedicated to providing top-notch service and expertise. Trust them to help you navigate the complexities of financial management and achieve your financial goals.
111 W Sunrise Hwy, Freeport, NY 11520, United States -
Avic Group Inc
● ClosedAvic Group Inc is a reputable accounting and finance institution located at 30 South Ocean Avenue in Freeport, New York, United States. With a team of experienced professionals, Avic Group Inc provides a wide range of financial services including tax preparation, audit assistance, financial planning, and investment management. Clients can trust Avic Group Inc for accurate and reliable financial guidance to help them achieve their financial goals.
30 S Ocean Ave, Freeport, NY 11520, United States -
Carl J Cerruti CPA
● ClosedCarl J Cerruti CPA is a reputable accounting and finance institution located at 68 East 1st Street in Freeport, New York. With years of experience and expertise in the field, they provide top-notch accounting services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of professionals is dedicated to helping you achieve your financial goals. Trust Carl J Cerruti CPA for all your accounting and finance needs.
68 E 1st St, Freeport, NY 11520, United States -
Fisher Fisher & Smith
● ClosedFisher Fisher & Smith is a reputable accounting and finance institution located at 111 West Sunrise Highway in Freeport, 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 Fisher Fisher & Smith to provide expert advice and personalized solutions to help them achieve their financial goals.
111 W Sunrise Hwy, Freeport, NY 11520, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 113 West Sunrise Highway, Freeport, 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 accounting solutions for individuals and businesses. Whether you need help with filing your taxes or managing your finances, H&R Block is dedicated to providing top-notch expertise and personalized service to help you achieve your financial goals.
113 W Sunrise Hwy, Freeport, NY 11520, United States -
WDR Accounting & Tax Solutions
● ClosedWDR Accounting & Tax Solutions is a reputable accounting and finance institution located at 49 West Sunrise Highway in Freeport, New York, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our goal is to provide personalized solutions to help individuals and businesses achieve financial success. Contact us today to learn more about how we can assist you with your accounting and tax needs.
49 W Sunrise Hwy Unit 205, Freeport, NY 11520, United States -
Your Part Time Accountant
● ClosedYour Part Time Accountant is a trusted institution located at 154 Westend Avenue in Freeport, New York. Specializing in accounting and finance services, we offer flexible part-time solutions for individuals and businesses in need of expert financial guidance. Our team of skilled professionals is dedicated to providing personalized and efficient support to help you manage your finances effectively. Whether you need assistance with bookkeeping, tax preparation, or financial planning, Your Part Time Accountant is here to help. Contact us today to learn more about our services and how we can assist you in achieving your financial goals.
154 Westend Ave, Freeport, NY 11520, United States -
AD1 Tax Prep
● ClosedAD1 Tax Prep is a premier accounting and finance institution located at 30 South Ocean Avenue in Freeport, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation services to individuals and businesses alike. Whether you need assistance with filing your personal taxes or require help with financial planning for your company, AD1 Tax Prep is here to help. Trust us to handle all of your accounting and finance needs with precision and expertise. Contact us today to schedule an appointment and let us help you achieve financial success.
30 S Ocean Ave SUITE 204, Freeport, NY 11520, United States -
United Tax World
● ClosedUnited Tax World is a reputable institution located at 49 West Sunrise Highway in Freeport, New York, United States. Specializing in accounting and finance services, our team of experts are dedicated to providing top-notch assistance with tax preparation, financial planning, and more. With a commitment to excellence and customer satisfaction, United Tax World is your go-to destination for all your accounting and finance needs.
49 W Sunrise Hwy suite 105, Freeport, NY 11520, United States -
Business Bar New York
● ClosedBusiness Bar New York is a premier accounting and finance institution located at 72 Guy Lombardo Avenue in Freeport, New York. Our team of experienced professionals provides top-notch financial services to businesses of all sizes. Whether you need help with bookkeeping, tax preparation, or financial planning, our experts are here to assist you every step of the way. Trust Business Bar New York to help you navigate the complexities of the financial world and achieve your business goals.
72 Guy Lombardo Ave Suite 3B, Freeport, NY 11520, United States -
JHONATAN ALARCON CASTILLO
● ClosedJhonatan Alarcon Castillo is an accounting and finance institution located at 86 Guy Lombardo Avenue in Freeport, New York, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
86 Guy Lombardo Ave, Freeport, NY 11520, United States -
Tax Check Inc
● ClosedTax Check Inc is a reputable accounting and finance institution located at 86 Pine Street in Freeport, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax services, financial planning, and consulting to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of taxes and finances with ease. Trust Tax Check Inc to handle all of your accounting and financial needs with professionalism and expertise.
86 Pine St, Freeport, NY 11520, United States -
Nellie's Agency Corp.
● ClosedNellie's Agency Corp. is a reputable accounting and finance institution located at 51 Guy Lombardo Avenue in Freeport, New York, United States. With a team of experienced professionals, Nellie's Agency Corp. provides a wide range of financial services including tax preparation, bookkeeping, payroll services, and financial planning. Clients can trust in the expertise and reliability of Nellie's Agency Corp. for all their accounting and financial needs.
51 Guy Lombardo Ave, Freeport, NY 11520, United States -
SERVISIGNS MULTISOLUTION
● ClosedSERVISIGNS MULTISOLUTION is a reputable accounting and finance institution located at 109 West Sunrise Highway in Freeport, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, bookkeeping, or investment management, SERVISIGNS MULTISOLUTION is dedicated to providing top-notch solutions tailored to your specific needs. Trustworthy and reliable, this institution is committed to helping you achieve your financial goals.
109 W Sunrise Hwy, Freeport, NY 11520, United States
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