TOP 30 Financial planning services usa in Lakewood, New York

20 results found

Edward Jones - Financial Advisor: Kathryn M Colvin is a reputable finance institution located at 305 East Fairmount Avenue in Lakewood, New York, United States. As a trusted financial advisor, Kathryn M Colvin provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the guidance of Kathryn M Colvin. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Kathryn M Colvin is dedicated to helping you navigate the complexities of the financial world.

Complete Medicare Services is an insurance agency located at 110 Mall Boulevard in Lakewood, New York, United States. We specialize in providing comprehensive Medicare services to ensure that our clients have access to the healthcare coverage they need. Our dedicated team of professionals is committed to helping individuals navigate the complex world of Medicare, offering personalized guidance and support every step of the way. Whether you are looking to enroll in a new plan, update your existing coverage, or simply have questions about your options, we are here to help. Trust Complete Medicare Services to provide you with the peace of mind knowing that your healthcare needs are taken care of.

Welcome to USA Land Ventures, Inc., your trusted partner in real estate investment, conveniently located at 175 Park Avenue, Brooklyn, New York 11205. As a distinguished real estate agency, we pride ourselves on setting ourselves apart from the competition by offering unparalleled expertise and innovative investment opportunities. Our mission is simple yet profound: “helping you to invest in your future.” At USA Land Ventures, we specialize in providing turn-key real estate investment opportunities that cater to both seasoned investors and those new to the market. Our unique approach involves acquiring properties in bulk at discounted rates from individual owners, developers, and banks, which enables us to pass on these savings to our investors. This strategy ensures that we can offer properties at competitive prices while maximizing your return on investment.

Tim Kammer - State Farm Insurance Agent is a trusted insurance agency located at 85 East Fairmount Avenue in Lakewood, New York. With a commitment to providing personalized service and comprehensive coverage options, Tim Kammer and his team are dedicated to helping clients protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, Tim Kammer - State Farm Insurance Agent is here to help you find the right policy to fit your needs. Contact them today to learn more about their insurance services and how they can help you secure your future.

Pfeffer Insurance is a reputable insurance agency located at 401 East Fairmount Avenue in Lakewood, New York, United States. With a strong commitment to providing top-notch insurance services, Pfeffer Insurance offers a wide range of insurance products to meet the unique needs of individuals and businesses. Their experienced team of insurance professionals is dedicated to helping clients find the right coverage at competitive rates. Whether you are looking for auto, home, life, health, or business insurance, Pfeffer Insurance is your trusted partner for all your insurance needs. Contact them today to discuss your insurance options and get a personalized quote.

Deppas Insurance Agency is a trusted insurance provider located at 110 Mall Boulevard in Lakewood, New York. Our agency offers a wide range of insurance products and services to meet the needs of individuals and businesses in the United States. With a team of experienced and knowledgeable agents, we strive to provide personalized solutions to ensure our clients are protected against unexpected events. Whether you are looking for auto, home, life, or business insurance, Deppas Insurance Agency is here to help you find the right coverage at the best possible price. Contact us today to learn more about how we can assist you with your insurance needs.

Hilling-Pfeffer Insurance Agency INC is a reputable insurance agency located at 401 East Fairmount Avenue in Lakewood, New York, United States. With a strong commitment to providing personalized and comprehensive insurance solutions, our experienced team of agents works tirelessly to protect our clients' assets and provide peace of mind. Whether you are in need of auto, home, life, or business insurance, we are dedicated to finding the right coverage for your unique needs. Contact us today to learn more about how we can help you secure your future.

C. Kenneth Johnson Agency, LLC is a reputable insurance agency located at 62 Chautauqua Avenue in Lakewood, New York, United States. With years of experience in the industry, they offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Their team of knowledgeable agents is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for auto, home, life, or business insurance, C. Kenneth Johnson Agency, LLC is committed to helping you find the coverage that best fits your needs. Visit their office today to discuss your insurance options and secure your peace of mind.

AssuredPartners is a reputable insurance agency located at 71 East Fairmount Avenue in Lakewood, New York, United States. With a strong commitment to providing clients with personalized insurance solutions, AssuredPartners offers a wide range of insurance products and services to meet the diverse needs of individuals and businesses. Their team of experienced professionals are dedicated to helping clients navigate the complexities of the insurance industry and find the coverage that best suits their unique requirements. Whether you are looking for personal insurance, commercial insurance, or employee benefits, AssuredPartners is here to help you protect what matters most.

Centra Credit Union is a trusted financial institution located at 4720 Baker Street in Lakewood, New York, United States. As a full-service credit union, Centra offers a wide range of banking and financial services to help members achieve their financial goals. With a strong commitment to community involvement and exceptional customer service, Centra Credit Union is dedicated to helping individuals and businesses thrive financially. Whether you're looking to open a savings account, apply for a loan, or seek financial advice, Centra Credit Union is here to assist you every step of the way. Visit us today and experience the difference that Centra can make in your financial future.

Affinity One Federal Credit Union is a financial institution located at 10 Sessions Avenue in Lakewood, New York, United States. As a credit union, Affinity One offers a range of financial services to its members, including savings accounts, loans, and other banking products. With a focus on building strong relationships with their members, Affinity One strives to provide personalized service and financial solutions to help individuals and families achieve their financial goals. Visit Affinity One Federal Credit Union today to experience the benefits of banking with a trusted and community-focused institution.

Community Bank, N.A. is a full-service financial institution located at 1 West Fairmount Avenue in Lakewood, New York, United States. We offer a range of services including ATM access, banking, and finance options. When you refer a friend to open a checking account with us, you can receive a $10 eGift card. Join us in sharing some happiness today! Navigating the homebuying process can be overwhelming, but with Community Bank, N.A. by your side, it can be a breeze. Our mobile and online banking tools allow you to make transfers, pay bills, and manage your money with ease. Whether you need tools, loans, lines of credit, or more for your business, we have you covered.

Southern Chautauqua Federal Credit Union is a trusted financial institution located at 168 East Fairmount Avenue in Lakewood, New York. As a member-owned credit union, we offer a range of financial services including savings accounts, loans, and online banking. Our convenient ATM services make accessing your funds easy and convenient. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.

Thomas Putnam is a reputable doctor's office located at 20 West Fairmount Avenue in Lakewood, New York. With a focus on providing top-quality healthcare services to patients, Dr. Putnam and his team offer a wide range of medical treatments and personalized care. Patients can expect a welcoming and professional environment, where their health and well-being are the top priority. Whether you need a routine check-up or specialized treatment, Thomas Putnam is dedicated to helping you achieve optimal health.

Legend Group Inc is a reputable finance institution located at 110 Mall Boulevard in Lakewood, New York. With a strong presence in the United States, Legend Group Inc offers a wide range of financial services to individuals and businesses. Our team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Legend Group Inc is committed to delivering exceptional results. Visit us today to learn more about how we can help you secure your financial future.

Tax Team is a leading financial institution located at 110 Mall Boulevard in Lakewood, New York, United States. Our team of experienced tax professionals is dedicated to providing comprehensive tax services to individuals and businesses. From tax preparation and planning to IRS audit representation, we have the expertise to handle all of your tax needs. With a focus on accuracy, efficiency, and personalized service, Tax Team is committed to helping our clients navigate the complexities of the tax system and achieve their financial goals. Contact us today to learn more about how we can assist you with your tax needs.

H&R Block is a well-known accounting and finance institution located at 130 Mall Boulevard in Lakewood, New York, United States. With a strong reputation for providing expert tax preparation services, financial planning, and accounting assistance, H&R Block is a trusted resource for individuals and businesses alike. Their team of knowledgeable professionals are dedicated to helping clients navigate complex financial matters with ease and confidence. Whether you need assistance with tax filing, retirement planning, or small business accounting, H&R Block is committed to providing personalized solutions to meet your specific needs. Visit their location in Lakewood to experience their exceptional service firsthand.

Integrated Benefit Solutions is a leading health insurance agency located at 401 East Fairmount Avenue in Lakewood, New York. We specialize in providing comprehensive and personalized benefit solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping clients find the best insurance coverage that meets their specific needs and budget. Whether you are looking for health, dental, vision, or other insurance options, we are here to help you navigate the complex world of insurance. Contact us today to learn more about how Integrated Benefit Solutions can help you secure the coverage you need for a healthier and more secure future.

Welcome to Greater Woodlawn Federal Credit Union, your trusted financial partner located in the heart of Lakewood, New York. Conveniently situated at 351 East Fairmount Avenue, our credit union is dedicated to providing exceptional financial services to the community. As a member-focused institution, we pride ourselves on offering personalized solutions tailored to meet your financial needs. At Greater Woodlawn Federal Credit Union, we offer a comprehensive range of financial products and services, including savings and checking accounts, loans, mortgages, and investment options. Our team of experienced professionals is committed to delivering friendly, reliable, and efficient service, ensuring that you receive the guidance and support you deserve.

Welcome to KeyBank, your trusted financial partner located at 369 East Fairmount Avenue in Lakewood, New York. We are committed to providing exceptional banking services to meet all your financial needs. Whether you're looking for personal banking, business solutions, or convenient ATM access, KeyBank offers a wide range of services tailored to fit your lifestyle. Our knowledgeable team is here to assist you with everything from opening a new account and managing your investments to securing a loan and planning for your financial future. Visit us today and experience the personalized service and financial expertise that KeyBank is known for. Your financial well-being is our priority.