TOP 30 Financial services for individuals in Oyster Bay, New York

11 results found

Loans for Success is a reputable finance institution located at 329 South Oyster Bay Road in Plainview, New York. We specialize in providing tailored loan solutions to help individuals achieve their financial goals and reach success. Our experienced team is dedicated to assisting clients in securing the funding they need for personal and professional endeavors. Whether you are looking to start a business, further your education, or make a large purchase, Loans for Success is here to support you every step of the way. Visit us today to learn more about our competitive loan options and exceptional customer service.

Charter Financial Planning is located at 123 South Street in Oyster Bay, New York. Conveniently accessible from the Long Island Expressway and Northern State Parkway, the office is situated in the 500 Jericho Atrium building. Upon arrival, visitors are encouraged to park near the entrance by Marshalls and head to Suite #107 on the first floor. As a trusted institution, Charter Financial Planning offers securities through Securities America, Inc. and advisory services through Securities America Advisors, Inc. Representative Patrick B. Lough is available for assistance and can be reached at (516)-719-0151.

Welcome to Merrill Lynch Financial Advisor Gregory C. Mallgraf's office, located at 57 Hampton Road, Southampton, New York. With over 20 years of experience in the financial services industry, Greg joined Merrill Lynch Wealth Management in 2008 and is dedicated to providing personalized and disciplined investment management strategies for individuals and families. As the Senior Resident Director of the Southampton branch and a Wealth Management Advisor with the Martorana-Mallgraf Group, Greg is committed to understanding your unique financial needs and goals. At Merrill Lynch, we offer access to a wide range of investment solutions and banking products from Bank of America. With timely insights into market trends and the global economy, Greg helps you stay on track with your financial objectives. Our approach focuses on connecting your life and finances, providing fresh perspectives to help turn your goals into reality.

Master Plan Advisory, Inc. is a leading finance institution located at 873 Oyster Bay Road in East Norwich, New York, United States. With a team of experienced financial advisors, they offer comprehensive financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, Master Plan Advisory, Inc. can provide you with personalized guidance and strategies to secure your financial future. Trust in their expertise and dedication to help you navigate the complexities of the financial world and make informed decisions.

Marino Wealth Management is a prestigious finance institution located at 111 South Street, Oyster Bay, New York, United States. Led by the award-winning James M. Marino, who has received the Forbes 2023 Best-in-State Wealth Advisor award for the fifth consecutive year, our team provides top-notch investment products and services through Wells Fargo Advisors Financial Network, LLC. Please note that our services may not be available in all states, and we do not offer investment services to individuals residing outside of the U.S. We also offer insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Please be aware that opinions and comments on our social media platforms are those of third parties and do not necessarily reflect our views. Kindly review the terms and conditions of any third-party websites you may visit through our links.

Cove Capital Management is a leading financial institution located at 4 Bridle Court in Oyster Bay, New York. With a strong track record of success, Cove Capital Management offers expert investment management services to clients in the United States and beyond. Their team of experienced professionals provides personalized financial solutions tailored to meet the unique needs and goals of each individual client. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Cove Capital Management is dedicated to helping you achieve your financial objectives. Contact them today to learn more about how they can help you secure a brighter financial future.

Bank of America (with Drive-thru ATM) located at 157 South Street in Oyster Bay, New York, is a reputable financial institution offering a wide range of banking services. With the convenience of a drive-thru ATM, customers can easily access their accounts, withdraw cash, and make deposits without having to leave their vehicle. The bank provides personalized services, competitive rates, and innovative financial solutions to help individuals and businesses achieve their financial goals. Visit Bank of America today for all your banking needs.

Tax Genius is a reputable accounting and finance institution located at 374 South Oyster Bay Road in Hicksville, New York. With a team of experienced professionals, Tax Genius offers expert tax preparation, financial planning, and accounting services to individuals and businesses. Whether you need help with filing your taxes, managing your finances, or maximizing your deductions, Tax Genius is dedicated to providing top-notch service and personalized solutions to meet your needs. Trust Tax Genius to be your go-to resource for all your accounting and financial needs.

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 the Law Office of Ronald D. Weiss, P.C. Located at 80 Orville Drive, Bohemia, New York 11716, the Law Office of Ronald D. Weiss, P.C. is dedicated to providing comprehensive financial legal services to individuals and businesses in the greater Long Island and New York area. With over three decades of experience, our firm specializes in a wide range of financial legal matters including bankruptcy, foreclosure defense, and debt negotiation.

Welcome to the Law Office of Ronald D. Weiss, P.C. Located at 33 Flying Point Road, Southampton, New York, the Law Office of Ronald D. Weiss, P.C. is your trusted partner for navigating financial challenges and legal complexities. With over 30 years of experience, Ronald D. Weiss and his team specialize in bankruptcy law, foreclosure defense, mortgage modifications, and debt negotiation, providing invaluable legal solutions to individuals and businesses across Long Island and New York.