The 30 Best Financial planning specialist in Lindenhurst, New York

8 results found

Marguerite Danaher is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 175 South Wellwood Avenue, Lindenhurst, New York, United States. Marguerite holds various certifications such as 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 Marguerite's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various individuals, including retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Marguerite is dedicated to providing comprehensive and tailored financial advice to her clients."

Welcome to Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management. Located at 175 South Wellwood Avenue, Lindenhurst, New York, our practice is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Robert Gargiulo is a highly qualified financial advisor, holding numerous certifications that reflect a deep commitment to excellence and ethical standards in the finance industry. With credentials such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is equipped to address a wide range of financial planning needs, from investment strategies and asset allocation to estate planning and risk management.

Thomas J. Sant: Allstate Insurance is a reputable insurance agency located at 7 West Hoffman Avenue in Lindenhurst, New York. With a strong commitment to providing top-notch insurance products and exceptional customer service, this agency is dedicated to helping individuals and families protect what matters most. Whether you are looking for auto, home, life, or business insurance, the knowledgeable agents at Thomas J. Sant: Allstate Insurance are here to assist you every step of the way. Trustworthy, reliable, and experienced, this agency is a trusted choice for all your insurance needs in the Lindenhurst area.

Tom Falletta: Allstate Insurance is a trusted insurance agency located at 53 West Montauk Highway in Lindenhurst, New York. With a commitment to providing top-notch coverage and personalized service, our team of experienced agents is dedicated to helping clients protect what matters most to them. Whether you're in need of auto, home, life, or business insurance, we are here to assist you every step of the way. Contact us today to learn more about our comprehensive insurance options and see how we can help safeguard your future.

George E. Patsis, PLLC is a reputable law firm located at 152 North Wellwood Avenue in Lindenhurst, New York. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, the experienced team at George E. Patsis, PLLC is dedicated to providing top-notch legal representation to clients throughout the United States. With a proven track record of success and a commitment to delivering personalized attention to each client, George E. Patsis, PLLC is a trusted choice for those in need of legal assistance.

The Retirement Center, located at 125A South Wellwood Avenue in Lindenhurst, New York, is a comprehensive institution offering services in finance, health, insurance, and legal matters. Our team of experts specializes in Personal Financial Planning, Estate Planning, Medicaid Planning, Elder Law, Mortgages, Insurances, and Wealth Management. With our newly renovated office space, we provide a comfortable environment for clients to plan their retirement goals. Our passionate Retirement Specialists are dedicated to helping members of the community achieve financial preparedness for retirement, ensuring worry-free enjoyment of their assets. We prioritize education and transparency, offering guidance on Medicare, Social Security, Estate Planning, Mortgages, and Business Insurance. Contact us today for personalized financial advice and support in achieving your retirement dreams.

"It's Tax Time" is a reputable accounting and finance institution located at 656 North Wellwood Avenue in Lindenhurst, New York. Our experienced team of professionals is dedicated to helping individuals and businesses navigate the complexities of tax season. From filing personal tax returns to managing corporate finances, we provide expert guidance and support every step of the way. Trust "It's Tax Time" to ensure that your financial matters are handled with precision and care.

Tony Del Prete Tax Practice is a reputable accounting and finance institution located at 502 South Broadway in Lindenhurst, New York. With years of experience and expertise in tax preparation and financial planning, our team of professionals is dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with filing your taxes or managing your finances, Tony Del Prete Tax Practice is here to help. Trust us to handle all your accounting needs with precision and efficiency.