TOP 30 Financial services for individuals in Rockville Centre, New York

34 results found

Gerry Jean: Primerica - Financial Services is a reputable finance and insurance agency located at 265 Sunrise Highway in Rockville Centre, New York, United States. With a focus on providing top-notch financial services to individuals and families, Gerry Jean and his team at Primerica strive to help clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, Gerry Jean: Primerica - Financial Services is dedicated to providing personalized solutions tailored to your specific needs. Visit them today to start building a strong financial foundation for tomorrow.

Edward Jones - Financial Advisor: Ryan Parkinson, AAMS™|CRPC™ is a trusted financial institution located at 53 North Park Avenue in Rockville Centre, New York. As a highly qualified financial advisor, Ryan Parkinson, AAMS™|CRPC™ specializes in providing personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on integrity and professionalism, Edward Jones is dedicated to helping individuals and families make informed decisions about their finances. Contact Ryan Parkinson today to start planning for a secure financial future.

Jonathan Abrams is a Financial Advisor at Ameriprise Financial Services, LLC located at 265 Sunrise Highway, Rockville Centre, 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, Chartered Financial Consultant®, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in areas such as asset management, estate planning, retirement planning, investment analysis, and more. Jonathan is dedicated to providing personalized financial advice and helping individuals achieve their financial goals.

Trendline Financial Solutions is a leading finance institution located at 14 Maple Avenue in Rockville Centre, New York. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, Trendline Financial Solutions is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.

John Hancock Financial Network is a leading financial institution located at 100 Merrick Road in Rockville Centre, New York. As a part of the renowned John Hancock brand, the network offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a strong focus on personalized advice and tailored solutions, John Hancock Financial Network is committed to providing top-notch financial planning, investment management, and insurance services to its clients. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, the experienced professionals at John Hancock Financial Network are here to help you every step of the way.

Merrill Lynch Financial Advisor Mark A Gutner is a renowned financial institution located at 266 Merrick Road, Lynbrook, New York, United States. With over 30 years of experience in the financial services industry, Mark has dedicated over 20 years to Merrill. His passion lies in helping clients manage their wealth effectively to meet their needs. Mark specializes in providing a comprehensive approach to wealth management for individuals and families. As a qualified Senior Portfolio Manager, he can assist clients in pursuing their objectives by managing personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark, a father of two living in Manhattan, currently resides in Rockville Centre, New York with his wife, Allison. At Merrill Lynch Wealth Management, Mark focuses on building personalized financial plans centered around the client's goals and priorities. He believes in understanding each client's unique needs and designing a tailored plan to help them pursue their financial objectives while managing investment risk. Mark's approach is to provide potential solutions that can turn aspirations into reality.

Joseph Lisanti is a Financial Advisor at Ameriprise Financial Services, LLC located at 265 Sunrise Highway, Rockville Centre, New York, United States. Joseph Lisanti holds various certifications such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on providing personalized financial advice, Joseph Lisanti is dedicated to helping individuals make informed decisions to achieve their financial goals. Whether you are a retiree, small business owner, or high net worth client, Joseph Lisanti has the knowledge and experience to assist you in managing your assets and planning for your financial future.

Vetere Accounting Consulting Tax Service LLC is a reputable accounting and finance institution located at 218A Sunrise Highway in Rockville Centre, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, consulting, and accounting services to individuals and businesses. Their dedication to providing quality financial solutions and excellent customer service sets them apart in the industry. Whether you need help with tax planning or financial consulting, Vetere Accounting Consulting Tax Service LLC is the go-to institution for all your accounting and finance needs.

Diane McGrath - State Farm Insurance Agent is a well-established insurance agency located at 75 North Park Avenue, Rockville Centre, New York, United States. With over 30 years of experience, Diane McGrath and her experienced team are dedicated to providing exceptional insurance products to help individuals and families effectively manage the risks they face in their everyday lives. They offer a wide range of insurance services, including Auto Insurance, Home Insurance, Life Insurance, Renters/Condo Insurance, Health Insurance, and more. In addition to insurance services, Diane McGrath - State Farm Insurance Agent also offers assistance with Banking and Financial needs. Their personalized approach ensures that each customer receives a comprehensive insurance plan tailored to meet their specific needs and goals. The team at Diane McGrath - State Farm Insurance Agent is committed to providing excellent customer service, educating customers about their insurance options, and building long-lasting relationships with their valued clients.

Welcome to the Oscar Espinal State Farm Agency, located in Rockville Center, NY! Our agency proudly serves a wide range of areas including Oceanside, Baldwin, Lynbrook, Valley Stream, Malverne, as well as Nassau and Suffolk Counties. We're also here to assist customers throughout the Five Boroughs and the entire State of New York! With over four years of experience in the insurance and financial services industry, I've had the pleasure of helping numerous customers. As a graduate of Hofstra University, I believe in providing concierge service to all our valued customers. Our team possesses the proficiency and knowledge to address any questions you may have, and we're committed to treating you like family both today and in the future.

United Benefit Solutions, LLC is a leading insurance agency located at 100 Merrick Road in Rockville Centre, New York. Our dedicated team of professionals is committed to providing top-notch insurance solutions to individuals and businesses alike. With a focus on customer service and personalized attention, we strive to help our clients find the best coverage options to meet their needs. Whether you are looking for health, life, or disability insurance, we have the expertise to guide you through the process and ensure you are properly protected. Trust United Benefit Solutions, LLC for all your insurance needs.

MetLife is a renowned insurance agency located at 3 Water Street in Rockville Centre, New York, United States. With a history dating back over 150 years, MetLife is known for providing a wide range of insurance products and financial services to individuals and businesses. Their commitment to customer service and financial stability has made them a trusted name in the insurance industry. Whether you are looking for life insurance, auto insurance, or retirement planning services, MetLife has the expertise and resources to meet your needs. Visit their office in Rockville Centre to speak with a knowledgeable agent and learn more about how MetLife can help protect you and your loved ones.

Litt Law Group LLC is a prestigious institution located at 66 North Village Avenue in Rockville Centre, New York. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch guidance and support to our clients. Whether you need assistance with tax planning, financial consulting, or legal representation, we are here to help navigate you through complex issues and ensure your success. Trust Litt Law Group LLC for all your accounting, finance, and legal needs.

The Law Offices of Ronald D. Weiss, P.C. is a reputable law firm located at 41 North Village Avenue, Rockville Centre, New York, with additional locations in Melville, Queens, Mineola, and Brooklyn. Led by experienced attorney Ronald D. Weiss, ESQ., the firm specializes in bankruptcy, foreclosure, negotiation, and modification law. Since 1988, the firm has been providing expert legal representation to individuals and businesses facing financial challenges in Long Island and New York. The team at the Law Offices of Ronald D. Weiss, P.C. offers free consultations and invaluable legal advice to clients in need of debt solutions. With a focus on creative, customized, and compassionate strategies, the firm helps clients navigate through debt challenges using negotiation, litigation, bankruptcy, and other legal options. Each case is approached with individual attention and expertise to find the best solutions for resolving financial difficulties.

Westwood Tax & Consulting LLC is a trusted accounting and finance institution located at 265 Sunrise Highway in Rockville Centre, New York. We provide comprehensive tax and consulting services to individuals and businesses, helping them navigate the complexities of financial management and maximize their financial potential. Our team of experienced professionals is dedicated to providing personalized service and expert guidance to our clients. Whether you need assistance with tax preparation, financial planning, or business consulting, Westwood Tax & Consulting LLC is here to help you achieve your financial goals.

Kelly A. Rohrs, CPA is a reputable accounting and finance institution located at 265 Sunrise Highway, Rockville Centre, New York, United States. With a team of highly skilled and experienced Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and business consulting. Their commitment to providing personalized and professional services sets them apart from other accounting firms. Whether you are an individual looking for assistance with your taxes or a business in need of financial guidance, Kelly A. Rohrs, CPA is dedicated to helping you achieve your financial goals.

Pinnacle Tax Advisors is a trusted accounting and finance institution located at 265 Sunrise Highway in Rockville Centre, New York. Our team of experienced professionals is dedicated to providing top-notch tax advisory services to individuals and businesses. We specialize in tax planning, preparation, and consulting to help our clients maximize their financial opportunities and minimize their tax liabilities. With a commitment to excellence and personalized service, Pinnacle Tax Advisors is your go-to resource for all your financial needs.

E Slott & Co is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, E Slott & Co is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Contact them today to learn more about how they can help you with your accounting and finance needs.

John P Spinelli, CPA, CFP, P.C. is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, they are dedicated to helping you achieve your financial goals. Trust John P Spinelli, CPA, CFP, P.C. for all your accounting and finance needs.

Marino John J is a reputable accounting and finance institution located at 607 Merrick Road in Rockville Centre, New York, United States. With a team of experienced professionals, Marino John J provides top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or investment strategies, Marino John J is dedicated to helping you achieve your financial goals. Trustworthy and reliable, Marino John J is a go-to institution for all your accounting and finance needs.

Clarita Ortega Tax & Accounting Solutions is a reputable institution located at 450 Sunrise Highway in Rockville Centre, New York. Specializing in accounting and finance services, they provide expert solutions for individuals and businesses alike. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you need help with your personal finances or managing your business accounts, Clarita Ortega Tax & Accounting Solutions is dedicated to providing top-notch services to meet your needs. Contact them today to schedule a consultation and see how they can help you achieve your financial goals.

Rubenstein Shenker & Zacarese is a leading accounting and finance institution located at 53 North Park Avenue in Rockville Centre, New York, United States. With a team of highly skilled professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, financial planning, or any other financial matter, their experts are dedicated to helping you achieve your goals. Trust Rubenstein Shenker & Zacarese for all your accounting and finance needs.

Schiffmi Schwartz Co is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Their commitment to excellence and personalized approach make them a trusted partner for individuals and businesses alike. Whether you need help with managing your finances or navigating complex tax laws, Schiffmi Schwartz Co is dedicated to helping you achieve your financial goals.

LaPollo & Cavaluzzi, LLC is a reputable accounting and finance institution located at 53 North Park Avenue in Rockville Centre, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized approach make them a trusted partner for individuals and businesses seeking expert financial guidance.

Marcus & Weidenburner, CPAs PLLC is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or want to improve your financial strategy, Marcus & Weidenburner, CPAs PLLC is the place to turn to for expert advice and guidance.

Gary Marks & Associates is a reputable accounting and finance institution located at 53 North Park Avenue in Rockville Centre, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Gary Marks & Associates to provide personalized and efficient solutions to meet their financial needs. Whether you are an individual looking for tax assistance or a business in need of financial guidance, this institution is dedicated to helping you achieve your goals.

Mc Navich Ronald P is a reputable accounting and finance institution located in Rockville Centre, New York. With a prime location at 144 North Park Avenue, this institution offers top-notch financial services to individuals and businesses alike. Their team of experienced professionals provides expert advice and assistance in various financial matters, ensuring their clients receive the best possible solutions for their financial needs. Whether you need help with tax preparation, financial planning, or investment management, Mc Navich Ronald P is the institution to trust for all your accounting and finance needs.

Deamorim CPA, P.C. is a reputable accounting and finance institution located at 77 North Centre Avenue in Rockville Centre, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, auditing, or financial planning, we are here to assist you every step of the way. Trust Deamorim CPA, P.C. for all your accounting and finance needs.

Deborah Goetz CPA is a reputable accounting and finance institution located at 607 Merrick Road in Rockville Centre, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are a small business owner or an individual looking for financial guidance, Deborah Goetz CPA is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, they are your go-to institution for all your accounting and finance needs.

Robert Nevitt CPA, PC is a reputable accounting and finance institution located at 265 Sunrise Highway in Rockville Centre, New York. With a team of experienced and knowledgeable Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are an individual or a business owner, Robert Nevitt CPA, PC is dedicated to helping you achieve your financial goals and ensure compliance with all regulatory requirements. Trustworthy and reliable, they strive to provide personalized and professional service to all clients.