Financial planning services in Islip, NY
69 results found
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Comprehensive Financial
● ClosedComprehensive Financial is a leading finance institution located at 86 Carleton Avenue in East Islip, New York. Our team of experienced financial experts are dedicated to providing comprehensive financial services to individuals, families, and businesses in the United States. From investment planning to retirement strategies, we offer personalized solutions to help our clients achieve their financial goals. With a commitment to excellence and a focus on customer satisfaction, Comprehensive Financial is the go-to institution for all your financial needs.
86 Carleton Ave, East Islip, NY 11730, United States -
Merrill Lynch Financial Advisor Thomas P Riedy
● ClosedMerrill Lynch Financial Advisor Thomas P Riedy is located at 540 Montauk Highway, West Islip, New York, United States. This institution focuses on providing exemplary client service and has been recognized by Forbes as "Best-in-State Wealth Advisors" in 2019, 2022, and 2023. With over 80 years of combined experience in the financial services industry, Thomas P Riedy holds various professional designations such as the Certified Plan Fiduciary Advisor (CPFA) and Chartered Retirement Planning Counselor (CRPC®). He is dedicated to helping clients achieve their financial goals by creating personalized plans tailored to their needs and priorities. As a Merrill Lynch Wealth Management Advisor, Thomas P Riedy believes in building strong relationships with clients and staying informed about their changing life circumstances and financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, he works with clients to develop strategies to address their financial needs and help them pursue their goals. Thomas Riedy is registered to do business in multiple states and is committed to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
540 Montauk Hwy 2nd Floor, West Islip, NY 11795, United States -
Merrill Lynch Financial Advisor Stefano S Airo
● ClosedMerrill Lynch Financial Advisor Stefano S Airo is a finance institution located at 540 Montauk Highway, West Islip, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer flexible wealth management strategies tailored to your individual financial goals and provide access to investment insights from Merrill and banking solutions from Bank of America. The institution focuses on understanding your priorities, goals, and family dynamics to create a personalized financial approach that evolves with your changing life circumstances. With a commitment to helping you achieve your goals, the advisors at Merrill Lynch strive to provide you with valuable insights, resources, and ongoing support to keep you on track. They offer personalized investment strategies, financial planning, and comprehensive solutions to address your financial needs and pursue your goals. Partner with Merrill Lynch Financial Advisor Stefano S Airo to create a financial approach that reflects your unique needs and priorities, and to receive guidance and support to help you navigate the complexities of the financial world.
540 Montauk Hwy 2nd Floor, West Islip, NY 11795, United States -
Merrill Lynch Financial Advisor Jeffrey Scharpf
● ClosedMerrill Lynch Financial Advisor Jeffrey Scharpf is a finance institution located at 540 Montauk Highway, West Islip, New York, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. They offer wealth management strategies tailored to each client's individual goals and priorities, with access to investment insights from Merrill and banking solutions from Bank of America. The advisors at Merrill Lynch focus on understanding what matters most to their clients, whether it's planning for retirement, buying a home, or funding a child's education. Through personalized financial planning and investment strategies, they aim to help clients achieve their financial goals and manage investment risk. The institution offers tools such as the Investment Personality Assessment and Merrill Personal Wealth Analysis™ to create customized plans centered on the client's objectives. With a commitment to staying on track and adapting to changes in the market and in the client's life, Merrill Lynch Financial Advisor Jeffrey Scharpf aims to help clients achieve their goals and live their best financial life.
540 Montauk Hwy 2nd Floor, West Islip, NY 11795, United States -
MCM Tax Services Ltd
● ClosedMCM Tax Services Ltd is a reputable accounting and finance institution located at 8 Greenwood Avenue in East Islip, New York, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses, ensuring accurate and timely financial reporting. Whether you need assistance with tax preparation, bookkeeping, or financial planning, MCM Tax Services Ltd is dedicated to helping you achieve your financial goals. Contact them today for expert advice and personalized service.
8 Greenwood Ave #1, East Islip, NY 11730, United States -
B & B Tax Services of Suffolk
● ClosedB & B Tax Services of Suffolk is a reputable accounting and finance institution located at 74 Carleton Avenue in East Islip, New York. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses in the Suffolk County area. Whether you need help with tax preparation, bookkeeping, or financial planning, their experts are dedicated to providing personalized and efficient solutions. Trust B & B Tax Services of Suffolk to handle all your accounting and finance needs with professionalism and expertise.
74 Carleton Ave, East Islip, NY 11730, United States -
Arrow Consulting & Tax Services Inc
● ClosedArrow Consulting & Tax Services Inc is a leading finance institution located at 72 East Suffolk Avenue in Central Islip, New York, United States. Our team of experienced professionals provides expert consulting and tax services to individuals and businesses alike. With a commitment to excellence and personalized attention, we strive to help our clients navigate the complexities of financial management and taxation. Whether you need assistance with tax planning, accounting, or financial consulting, Arrow Consulting & Tax Services Inc is here to help you achieve your financial goals.
72 E Suffolk Ave, Central Islip, NY 11722, United States -
Elizabet Tax Services
● OpenElizabet Tax Services is a reputable accounting and finance institution located at 2 East Suffolk Avenue in Central Islip, 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. Whether you are an individual or a business owner, Elizabet Tax Services is dedicated to helping you navigate the complexities of taxes and finances to achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your financial needs.
2 E Suffolk Ave, Central Islip, NY 11722, United States -
MAS TAX SERVICES
● ClosedMAS Tax Services is a reputable accounting and finance institution located at 129 Carleton Avenue in Central Islip, New York. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Trust MAS Tax Services for all your accounting and finance needs.
129 Carleton Ave Suites 4&5, Central Islip, NY 11722, United States -
Freedom Tax Service
● OpenWelcome to Freedom Tax Service, your trusted partner in accounting and financial solutions located in Central Islip, New York. At Freedom Tax Service, we are dedicated to providing personalized and professional services to meet all your tax and financial needs. Our team of experienced accountants is committed to helping individuals and businesses navigate the complexities of tax regulations with ease and confidence. We offer a comprehensive range of services, including tax preparation, bookkeeping, payroll management, and financial planning. Whether you're an individual seeking assistance with your personal taxes or a business owner looking for reliable financial guidance, Freedom Tax Service is here to support you every step of the way.
Central Islip, New York 11722, United States -
Slyngshot Management Services
● OpenWelcome to Slyngshot Management Services, your trusted partner in accounting and financial management located in the heart of Central Islip, New York. Situated at 1421 Islip Avenue, we pride ourselves on delivering tailored financial solutions to meet the unique needs of individuals and businesses alike. At Slyngshot Management Services, we understand that effective financial management is key to achieving your goals. Our team of experienced professionals is dedicated to providing comprehensive accounting services, from bookkeeping and tax preparation to financial planning and advisory. We are committed to ensuring accuracy, transparency, and efficiency in all your financial dealings.
1421 Islip Avenue, Central Islip, New York 11722, United States -
Mottola Tax Services
● ClosedWelcome to Mottola Tax Services, your trusted partner in accounting and finance located in the heart of Islip Terrace, New York. Situated at 137 Carleton Avenue, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of individuals and businesses in our community. At Mottola Tax Services, we pride ourselves on our commitment to accuracy, reliability, and personalized service. Our team of experienced professionals is here to guide you through every aspect of your financial journey, from tax preparation and planning to bookkeeping and financial consulting. We understand the complexities of the ever-changing financial landscape and are equipped with the knowledge and expertise to help you navigate it with confidence.
137 Carleton Avenue, Islip Terrace, New York 11752, United States -
Warenik-Serini Tax Services
● ClosedWelcome to Warenik-Serini Tax Services, your trusted partner in accounting and finance located at 96 East Main Street, East Islip, New York. We specialize in providing comprehensive tax services tailored to meet the unique needs of individuals and businesses in our community. Our team of experienced professionals is dedicated to delivering accurate, timely, and personalized financial solutions that help you navigate the complexities of tax regulations with ease. At Warenik-Serini Tax Services, we pride ourselves on our client-focused approach, ensuring that every interaction is marked by transparency, integrity, and a commitment to excellence. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, our experts are here to guide you every step of the way. We understand that every client is different, which is why we offer customized services designed to optimize your financial health.
96 East Main Street, East Islip, New York 11730, United States -
FSM Consulting Services
● OpenWelcome to FSM Consulting Services, your trusted partner in business solutions, located in the heart of West Islip, New York. Situated at 244 Higbie Lane, our firm is dedicated to providing exceptional consulting services tailored to meet the unique needs of each client. We specialize in a range of services including strategic planning, financial analysis, and operational efficiency, designed to help businesses thrive in today's competitive environment. At FSM Consulting Services, our team of experienced professionals is committed to delivering personalized and effective strategies that drive growth and success. Whether you are a small business looking to streamline operations or a larger corporation seeking to enhance profitability, we offer the expertise and insight necessary to achieve your goals.
244 Higbie Lane, West Islip, New York 11795, United States -
S.J. Cantore Tax services L.L.C.
● OpenWelcome to S.J. Cantore Tax Services L.L.C. At S.J. Cantore Tax Services L.L.C., located in the heart of West Islip, New York, we are committed to providing exceptional accounting and financial services tailored to meet your unique needs. Situated conveniently at 763 Pat Drive, our firm is dedicated to helping individuals and businesses navigate the complexities of tax preparation, financial planning, and accounting with ease and confidence.
763 Pat Drive, West Islip, New York 11795, United States -
HD Vest Financial Services
● OpenWelcome to HD Vest Financial Services, your trusted partner in financial planning and investment management, located conveniently at 539 Islip Avenue, Islip, New York. We specialize in providing personalized financial solutions tailored to meet the unique needs of individuals, families, and businesses in our community. At HD Vest Financial Services, we understand that financial goals and circumstances vary greatly. Our experienced team is dedicated to helping you navigate the complexities of financial planning, whether you're looking to secure your retirement, save for a child's education, or manage your investments. We pride ourselves on offering comprehensive services, including tax planning, estate planning, risk management, and wealth management, all designed to help you achieve your financial aspirations.
539 Islip Avenue, Islip, New York 11751, United States -
The Count
● OpenThe Count is a reputable accounting and finance institution located at 110 East Suffolk Avenue in Central Islip, New York, United States. With a team of experienced professionals, The Count offers a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust The Count to provide accurate and reliable financial advice to help them achieve their financial goals. Visit The Count today for all your accounting and finance needs.
110 E Suffolk Ave, Central Islip, NY 11722, United States -
Erin DeMeo - State Farm Insurance Agent
● ClosedErin DeMeo - State Farm Insurance Agent is a trusted insurance agency located at 310 Commack Road, Commack, New York, United States. With over 30 years of experience, Erin DeMeo and her team have been providing personalized insurance solutions to the Metro New York area, with a focus on communities such as Commack, Dix Hills, Smithtown, East Northport, Hauppauge, Huntington, Huntington Station, Central Islip, and Brentwood. They offer a wide range of insurance products including auto, homeowners, renters, condominium, jewelry, boat, business, and life insurance. While online quotes are currently unavailable, you can call their office anytime for a customized auto insurance quote. Erin DeMeo and her team are dedicated to providing excellent customer service and are available 24/7 to assist you with your insurance needs. Whether you need to protect your family, assets, or plan for the future, they are here to help you navigate the complexities of insurance.
310 Commack Rd, Commack, NY 11725, United States -
Kevin Segura-Ramirez - State Farm Insurance Agent
● ClosedKevin Segura-Ramirez - State Farm Insurance Agent is located at 189 Calebs Path in Central Islip, New York. As an insurance agency, the team at Kevin Segura-Ramirez Agency is dedicated to serving all of their customers' needs, offering a wide range of insurance products including Auto Insurance, Homeowners Insurance, Life Insurance, and more. The agency team is available 24/7 and takes pride in sitting down with customers to help them protect themselves and their loved ones. With over 9 years of experience in the insurance industry, Kevin Segura-Ramirez is committed to helping individuals, families, and businesses manage their insurance needs. The agency also offers commercial insurance options such as Business Liability Insurance and Workers Compensation Insurance. In addition, they provide coverage for recreational vehicles like RVs, campers, ATVs, and more.
189 Calebs Path suite b, Central Islip, NY 11722, United States -
Allstate Insurance -The Ferrin Agency, Inc
● ClosedAllstate Insurance - The Ferrin Agency, Inc is a reputable insurance agency located at 166 Higbie Lane in West Islip, New York. They provide a wide range of insurance services including auto, home, life, and business insurance. With a team of experienced agents, they are committed to helping their clients find the best coverage options to protect what matters most to them. Whether you are looking for personal or commercial insurance solutions, Allstate Insurance - The Ferrin Agency, Inc is dedicated to providing excellent customer service and tailored insurance plans to meet your individual needs. Contact them today to discuss your insurance requirements and get a personalized quote.
166 Higbie Ln, West Islip, NY 11795, United States -
Macedonio Robert A
● OpenMacedonio Robert A is a boutique law firm located at 126 Carleton Avenue, Islip Terrace, New York, United States. Specializing in Criminal Defense and Matrimonial law, our firm offers aggressive representation and dependable personal service to clients throughout Suffolk County. Whether you are facing criminal charges, going through a divorce, or need assistance with estate planning or real estate transactions, our experienced attorneys at Macedonio and Duncan, LLP are here to provide you with trustworthy advice when you need it most. Our criminal defense attorneys are well-versed in both state and federal court procedures and are former prosecutors who understand the tactics used by the other side. We strive to achieve the best possible outcome for your case, whether that be an acquittal, dismissal of charges, or reduced penalties. We believe in your right to a presumption of innocence and will fight tirelessly for your rights.
126 Carleton Ave, Islip Terrace, NY 11752, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 540 Montauk Highway in West Islip, New York, is a leading finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized financial strategies tailored to each client's unique needs and goals. From retirement planning to estate planning, the advisors at Merrill Lynch Wealth Management are equipped to assist with a variety of wealth management challenges. In addition to financial planning services, the branch is dedicated to giving back to the community through volunteerism and charitable outreach. Employees at Merrill Lynch locations across the country are actively involved in fundraising activities to support local neighborhoods and causes. The institution is committed to maintaining vibrant and healthy communities.
540 Montauk Hwy, West Islip, NY 11795, United States -
USA Tax Co
● OpenUSA Tax Co is a reputable accounting and finance institution located at 4A East Suffolk Avenue in Central Islip, New York. Our expert team of professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. With years of experience and a commitment to excellence, USA Tax Co is the go-to destination for all your tax and financial needs. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Visit us today to experience the difference that USA Tax Co can make for your financial success.
4A E Suffolk Ave, Central Islip, NY 11722, United States -
Scan Jackson Hewit
● OpenScan Jackson Hewit is a reputable accounting and finance institution located at 72 East Suffolk Avenue in Central Islip, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Scan Jackson Hewit is dedicated to providing top-notch solutions tailored to your specific needs. Trustworthy and reliable, they are committed to helping clients achieve their financial goals and secure a stable financial future.
72 E Suffolk Ave, Central Islip, NY 11722, United States -
All American Rapid Filing Tax
● OpenAll American Rapid Filing Tax is a leading accounting and finance institution located at 124 Carleton Avenue in Central Islip, New York, United States. With a team of experienced professionals, we specialize in providing efficient and accurate tax filing services for individuals and businesses. Our goal is to help our clients navigate the complexities of tax laws and maximize their financial returns. Whether you need assistance with tax preparation, planning, or consulting, All American Rapid Filing Tax is here to assist you every step of the way. Contact us today to schedule an appointment and experience our top-notch service.
124 Carleton Ave, Central Islip, NY 11722, United States -
E-Taxman, Inc.
● ClosedE-Taxman, Inc. is a trusted accounting and finance institution located at 125 Carleton Avenue in Islip Terrace, New York. Specializing in tax preparation, financial planning, and bookkeeping services, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of the financial world. Whether you need assistance with filing your taxes or managing your finances, E-Taxman, Inc. is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
125 Carleton Ave, Islip Terrace, NY 11752, United States -
AccounTax Solutions & Co.
● ClosedAccounTax Solutions & Co. is a reputable accounting, finance, and insurance agency located at 554 Islip Avenue in Islip, New York, United States. With a team of experienced professionals, we provide a wide range of services to individuals and businesses, including tax preparation, financial planning, and insurance solutions. Our commitment to excellence and personalized service sets us apart from the competition, making us the go-to choice for all your financial needs. Contact us today to learn more about how we can help you achieve your financial goals.
554 Islip Ave, Islip, NY 11751, United States -
Kassman Accounting
● ClosedKassman Accounting, located at 83 Carleton Avenue in Central Islip, New York, is a full-service accounting firm specializing in the needs of small to medium-sized businesses and individual clients. With a focus on customer service and a multi-generational family tradition, Myles S. Kassman & Co. Inc. is dedicated to providing integrity, innovation, and industry expertise in all their services. Their team of experienced professionals offers a wide range of accounting, computer, and management services, aimed at helping clients make and save more money. Whether you need assistance with bookkeeping, tax planning, or business consulting, Kassman Accounting is committed to forming lasting relationships with their clients and ensuring their success.
83 Carleton Ave, Central Islip, NY 11722, United States -
Avis Car Rental
● ClosedWelcome to Avis Car Rental, conveniently located at 150 Arrival Avenue, Ronkonkoma, New York 11779, United States. As a trusted provider of car rental services, we are dedicated to delivering a seamless rental experience to all our customers. Special Offer: Enjoy one day free of the daily time and mileage charges on rentals of intermediate (group C) through full-size four-door (group E) cars. Please note that taxes, concession recovery fees, customer facility charges, and fuel charges are not included. Optional items such as Loss Damage Waiver (LDW) and other surcharges may apply. This offer is valid for a minimum three-day rental period, and the renter is responsible for any additional time and mileage charges beyond the complimentary day. Please be aware that this offer cannot be used for one-way rentals, and only one coupon can be applied per rental. This promotion is not valid in conjunction with any other offers and is available at Avis locations throughout the contiguous U.S., excluding the New York Metro area. Blackout periods may apply, and an advance reservation is required. This offer is subject to vehicle availability and may not be available for all rates at all times. Rentals must begin on or before December 31, 2024.
150 Arrival Avenue, Ronkonkoma, New York 11779, United States -
Luis Auto Sales
● ClosedWelcome to Luis Auto Sales, your trusted local car dealership and store conveniently located at 113 West Suffolk Avenue, Central Islip, New York 11722. At Luis Auto Sales, we pride ourselves on offering a diverse selection of quality pre-owned vehicles to suit every taste and budget. Our experienced team is dedicated to providing exceptional customer service and ensuring a smooth, hassle-free car buying experience for all our clients. Whether you're in the market for a reliable sedan, a spacious SUV, or a sleek sports car, our extensive inventory is sure to have something that meets your needs. Each vehicle is carefully inspected to ensure it meets our high standards of quality and performance, giving you peace of mind with your purchase.
113 West Suffolk Avenue, Central Islip, New York 11722, United States
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