TOP 10 Financial services in Merrick, New York
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Edward Jones - Financial Advisor: Steven Katz
● ClosedEdward Jones - Financial Advisor: Steven Katz is a reputable finance institution located on Merrick Road in Seaford, New York, United States. As a trusted financial advisor, Steven Katz provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, clients can feel confident in their financial future with the guidance of Steven Katz at Edward Jones.
3960 A, Merrick Rd, Seaford, NY 11783, United States -
JOSEPH A MOCNIAK JR - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJOSEPH A MOCNIAK JR - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4510 Merrick Road, Massapequa, New York, United States, is a prestigious finance institution offering a wide range of services to individuals seeking expert financial advice. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the institution ensures that their advisors are highly qualified and knowledgeable in areas such as asset management, estate planning, retirement planning, and investment strategies. The institution also provides specialized services for domestic partners, seniors, retirees, and small business owners. Whether you are looking for advice on fixed-rate and variable annuities, estate planning, or long-term care insurance, the experienced advisors at JOSEPH A MOCNIAK JR - Private Wealth Advisor, Ameriprise Financial Services, LLC, are here to help you make informed financial decisions tailored to your individual needs.
4510 Merrick Rd, Massapequa, NY 11758, United States -
Michael G Conway - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael G Conway is a financial advisor at Ameriprise Financial Services, LLC located at 4510 Merrick Road in Massapequa, New York. With a focus on understanding your financial goals and priorities, Michael offers personalized advice to help you plan for the future. Whether you are saving for college, planning for retirement, or investing for the long term, Michael can help you feel more confident and in control of your financial life. As a registered advisor, Michael G Conway can only conduct securities business with residents of certain states. You can find more information about his background and qualifications on FINRA's BrokerCheck website. Schedule a consultation to discuss your financial goals and learn more about how Michael can help you prepare for the unexpected and achieve your objectives.
4510 Merrick Rd, Massapequa, NY 11758, United States -
Thomas Augustus Matera - Financial Advisor, Ameriprise Financial Services, LLC
● OpenThomas Augustus Matera - Financial Advisor at Ameriprise Financial Services, LLC, located at 4510 Merrick Road, Massapequa, New York, United States, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Thomas can help navigate the ups and downs of the market and plan for a secure retirement. The institution provides background and qualification information on FINRA's BrokerCheck website, as well as a Client Relationship Summary Disclosure. Through the Retirement InteractiveSM tool, clients can explore potential challenges to their retirement income and make informed decisions. Thomas Matera is registered to conduct securities business in select states and is a member of FINRA and SIPC. Ameriprise Financial cannot guarantee future financial results, but is committed to helping clients plan for a secure financial future. Clients are encouraged to refer friends and family members to Thomas Matera for personalized financial guidance.
4510 Merrick Rd, Massapequa, NY 11758, United States -
Randall C Perkins - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRandall C Perkins is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Specializing in finance, Randall Perkins 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 his expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Certified Military Financial Advisor®, Randall Perkins is also trained to serve veterans and active duty personnel. With a commitment to ethical practices and continuing education, Randall C Perkins is dedicated to providing comprehensive financial planning services for individuals and businesses.
90 Merrick Ave Ste 403, East Meadow, NY 11554, United States -
Klerer Financial Services, Inc.
● OpenKlerer Financial Services, Inc. is a reputable finance institution located at 3272 Merrick Road in Wantagh, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Klerer Financial Services, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Visit them today to see how they can help you secure your financial future.
3272 Merrick Rd, Wantagh, NY 11793, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 5510 Merrick Road in Massapequa, New York, United States. With a focus on providing comprehensive financial services to individuals and businesses, Raymond James offers a wide range of investment options, retirement planning, wealth management, and more. Their team of experienced financial advisors are dedicated to helping 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, Raymond James Financial Services is committed to providing personalized solutions tailored to your unique needs.
5510 Merrick Rd, Massapequa, NY 11758, United States -
Liberty Tax Services
● OpenLiberty Tax Services is a reputable accounting and finance institution located at 12625 Merrick Boulevard in New York, United States. With a team of experienced professionals, Liberty Tax Services offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can trust Liberty Tax Services to provide accurate and reliable financial advice and assistance, helping them navigate the complexities of tax laws and financial regulations. Whether you are an individual or a business owner, Liberty Tax Services is committed to helping you achieve your financial goals and secure your financial future.
12625 Merrick Blvd, Jamaica, NY 11434, United States -
UNIFIED TAX SERVICE
● ClosedUnified Tax Service is a reputable accounting and finance institution located at 216-17 Merrick Boulevard in New York, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our goal is to help our clients navigate the complexities of the tax system and maximize their financial well-being. Whether you need assistance with tax preparation, planning, or filing, our dedicated staff is here to assist you every step of the way. Trust Unified Tax Service for all your accounting and finance needs.
216-17 Merrick Blvd 2nd Floor, Laurelton, NY 11413, United States -
D R Financial Services
● OpenD R Financial Services is a well-established accounting and finance institution located at 22712 Merrick Boulevard in New York, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We are committed to providing personalized and high-quality financial solutions to help our clients achieve their financial goals. Visit us at D R Financial Services for all your accounting and finance needs.
22712 Merrick Blvd, Laurelton, NY 11413, United States -
Arlington Tax & Business Services
● OpenArlington Tax & Business Services is a reputable accounting and finance institution located at 23216 Merrick Boulevard in New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses. With a focus on accuracy, efficiency, and personalized attention, we strive to help our clients achieve their financial goals and navigate the complexities of tax and business regulations. Visit us today to see how we can help you manage your finances effectively.
23216 Merrick Blvd, Jamaica, NY 11413, United States -
Keats Tax & Financial Services
● ClosedKeats Tax & Financial Services is a reputable institution located at 64 Roydon Drive East in North Merrick, New York, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch tax and financial services to individuals and businesses alike. With a commitment to accuracy, reliability, and client satisfaction, we strive to help our clients navigate the complexities of tax laws and financial planning with ease. Trust Keats Tax & Financial Services for all your accounting and financial needs.
64 Roydon Dr E, North Merrick, NY 11566, United States -
CFO Strategic Advisory Services
● OpenCFO Strategic Advisory Services is a leading institution offering expert accounting and finance services in Merrick, New York. Located at 14 Hedge Lane, our team of experienced professionals provides strategic guidance and financial expertise to help businesses thrive and grow. Whether you need assistance with budgeting, financial planning, or risk management, our dedicated team is here to support you every step of the way. Trust CFO Strategic Advisory Services to help you achieve your financial goals and secure a prosperous future for your business.
14 Hedge Ln, Merrick, NY 11566, United States -
Merrick Pawn
● ClosedMerrick Pawn is a reputable finance institution and store located at 234-36 Merrick Boulevard in New York, United States. With a wide range of services and products available, Merrick Pawn offers customers the opportunity to buy, sell, or pawn a variety of items including jewelry, electronics, and collectibles. Their experienced staff provides fair appraisals and competitive rates, making it a trusted destination for those in need of quick cash or looking to purchase quality items at affordable prices. Visit Merrick Pawn today for all your financial and shopping needs.
234-36 Merrick Blvd, Queens, NY 11422, United States -
Allied Capital Services
● ClosedAllied Capital Services is a professional finance institution located at 90 Merrick Avenue, East Meadow, New York, United States. Specializing in business grants and loans, we pride ourselves on delivering a consistent level of professionalism and service to every business owner we interact with. Our expert team can help identify and secure the best funding options for your business, including government grants and loans. Founded in 2020, Allied Capital Services has successfully worked with over 5,000 businesses in brokering or applying for various loans and grants. Our strategic approach and expert network of CPAs allow us to maximize client's loan and grant amounts without collecting any upfront fees. We only get paid when our clients get funded.
90 Merrick Ave, East Meadow, NY 11554, United States -
Jovia Financial Credit Union
● ClosedJovia Financial Credit Union is a trusted financial institution located at 5455 Merrick Road in Massapequa, New York. As a full-service credit union, Jovia offers a wide range of banking and financial services to meet the needs of its members. Whether you're looking for an ATM, a bank account, or assistance with your finances, Jovia is here to help. With a commitment to providing exceptional customer service and competitive rates, Jovia Financial Credit Union is dedicated to helping you achieve your financial goals.
5455 Merrick Rd, Massapequa, NY 11758, United States -
ATM (Linden Boulevard Services Station)
● OpenWelcome to ATM (Linden Boulevard Services Station), your one-stop destination for convenient and comprehensive automotive and financial services located at 10846 Merrick Boulevard, Queens, New York 11433. Our multi-faceted business is dedicated to serving the diverse needs of our community with a range of essential services all under one roof. Whether you're looking to fuel up your vehicle, access quick and reliable financial services, or get professional car repair, we've got you covered. Our gas station offers high-quality fuel to keep your vehicle running smoothly, while our on-site ATM ensures you have access to your finances whenever you need it.
10846 Merrick Boulevard, Queens, New York 11433, United States -
Bank of America Financial Center
● ClosedWelcome to the Bank of America Financial Center, conveniently located at 21602 Merrick Boulevard, Queens, New York 11413. As a leading provider of banking and financial services, we are dedicated to offering our community a wide range of solutions to meet all your financial needs. Whether you're looking to open a new account, apply for a loan, or seek investment advice, our team of experienced professionals is here to assist you every step of the way. Our Queens location is designed to provide a comfortable and efficient banking experience, featuring state-of-the-art facilities and a welcoming atmosphere. We take pride in our commitment to customer service, ensuring that each visit to our financial center is both productive and enjoyable.
21602 Merrick Boulevard, Queens, New York 11413, United States -
ATM (Linden Boulevard Services Station)
● OpenWelcome to ATM (Linden Boulevard Services Station), your convenient financial hub located at 11321 Merrick Boulevard, Queens, New York 11433. We pride ourselves on offering quick and easy access to essential banking services right in your neighborhood. Whether you need to withdraw cash, check your account balance, or perform other basic transactions, our state-of-the-art ATM is here to serve you 24/7. Situated in a prime location, our facility ensures that you have seamless access to your finances whenever you need it. Visit us today and experience hassle-free banking at its best!
11321 Merrick Boulevard, Queens, New York 11433, United States -
Douglas A Merrick Insurance
● OpenWelcome to Douglas A Merrick Insurance, your trusted insurance agency located in the heart of Medford, New York. Conveniently situated at 3243 New York 112, our agency is committed to providing personalized and comprehensive insurance solutions to meet your unique needs. With years of experience in the industry, we pride ourselves on delivering exceptional service and expert advice to help you protect what matters most. Whether you're seeking auto, home, life, or business insurance, our knowledgeable team is here to guide you every step of the way. At Douglas A Merrick Insurance, we understand the importance of peace of mind and are dedicated to ensuring you have the right coverage at the best value. Visit us today to discover how we can assist you in safeguarding your future.
3243 New York 112, Medford, New York 11763, United States -
United States Postal Service
● ClosedWelcome to the United States Postal Service (USPS) located at 21810 Merrick Boulevard, Queens, New York 11413. As a cornerstone of the community, our facility offers a comprehensive range of services designed to meet your mailing, shipping, and financial needs. Whether you're sending a package across the country, mailing a letter to a loved one, or managing your postal finances, our dedicated team is here to assist you with friendly and efficient service. Our Queens location is not just a post office; it's a hub of connectivity, offering a variety of postal products and services that cater to both personal and business needs. From Priority Mail and International Shipping to PO Box rentals and Money Orders, we ensure your postal experience is seamless and reliable. We also serve as a local government office, providing essential postal services that keep our community connected.
21810 Merrick Boulevard, Queens, New York 11413, United States -
Marcel Robin - State Farm Insurance Agent
● ClosedMarcel Robin - State Farm Insurance Agent is a reputable insurance agency located at 12901 Merrick Boulevard in New York, United States. Specializing in providing a wide range of insurance products and services, Marcel Robin and his team are dedicated to helping individuals and businesses protect their assets and loved ones. With a strong focus on customer service and personalized solutions, this agency strives to provide peace of mind and financial security to all of their clients. Contact Marcel Robin - State Farm Insurance Agent today to discuss your insurance needs and find the right coverage for you.
12901 Merrick Blvd, Rochdale, NY 11434, United States -
Bob Hannan - State Farm Insurance Agent
● ClosedWelcome to the Bob Hannan State Farm Agency located at 29 East Merrick Road in Valley Stream, New York. We have been serving the Valley Stream, Nassau County, and Queens area since 1988. Our full-service office is dedicated to helping you with all of your insurance and financial needs. Whether you are looking for auto insurance, home insurance, renters insurance, condo insurance, life insurance, or commercial insurance, we are here to provide you with free quotes and personalized service. Our office is conveniently located just 1/2 block east of Rockaway Ave, next to CVS at the intersection of Merrick and Rockaway Ave. We cover areas such as Long Island, Queens, Brooklyn, Nassau, and Suffolk counties. Our team of experienced professionals has over 100 years of combined insurance experience and is available 24 hours a day to assist you.
29 E Merrick Rd, Valley Stream, NY 11580, United States -
Farmers Insurance - Lucia Sharplis-Esprit
● ClosedFarmers Insurance - Lucia Sharplis-Esprit is an insurance agency located at 21701 Merrick Boulevard in New York, United States. As a local Farmers® agent in the heart of Springfield Gardens in Jamaica, NY, Lucia Sharplis-Esprit helps customers identify the insurance coverage that best fits their needs. With over 15 years of experience, Lucia has the knowledge and tools to help customers understand their coverage options, whether it's auto, home, renters, business insurance, and more. Customers can get personalized assistance and learn about insurance discounts to save money. Services offered include comprehensive coverage, collision coverage, deductibles, medical payments, and more. Farmers Insurance provides products for over 80 years, offering insurance for homes, cars, life, renters, businesses, and more. Customers can get competitive rates with multi-line insurance discounts. Lucia Sharplis-Esprit can help customers review their life insurance policy, protect their personal belongings with renters insurance, customize a business insurance package, and get coverage for condos, motorcycles, boats, ATVs, travel trailers, motor homes, and personal watercraft. Additionally, customers can inquire about personal umbrella insurance for added protection.
21701 Merrick Blvd Ste 1b, Laurelton, NY 11413, United States -
Farmers Insurance - Nestor Morales
● ClosedFarmers Insurance - Nestor Morales is an insurance agency located at 268 Merrick Road in Rockville Centre, New York, United States. Nestor Morales, the owner of the agency, has a diverse background in the mortgage and entertainment industries before transitioning into the insurance business in 2012. With a strong code of ethics and a commitment to providing value to clients, Nestor aims to make a positive impact on the planet and local communities through the Farmers platform. The agency offers a range of insurance products, including car, home, life, renters, business, condo, and recreational insurance. Additionally, they provide financial services to help clients build a solid financial plan for the future. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers underwrite the policies offered by the agency. For more information or to get a quote, clients can contact Nestor Morales at the agency's location in Rockville Centre.
268 Merrick Rd, Rockville Centre, NY 11570, United States -
Farmers Insurance - Robert Tejada Marcelino
● ClosedFarmers Insurance - Robert Tejada Marcelino is an insurance agency located at 90 Merrick Avenue, East Meadow, New York, United States. As a local Farmers® agent in East Meadow, NY, Robert Tejada Marcelino helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance products including auto, home, renters, business insurance, and more. Robert Tejada Marcelino can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, deductibles, medical payments, or other insurance needs, Robert Tejada Marcelino is available to answer any questions you might have. Contact Robert Tejada Marcelino for a personalized insurance quote and to learn about available discounts to help you save money. Whether you need insurance for your car, home, life, business, renters, condo, or recreational vehicles, Robert Tejada Marcelino can tailor an insurance package to meet your unique needs. Additionally, Robert Tejada Marcelino can help you build a solid financial plan for a secure future. Farmers Insurance and Financial Services offers options and flexibility to help you reach your financial goals. Contact Robert Tejada Marcelino today for an appointment and start planning for a secure future.
90 Merrick Ave #120, East Meadow, NY 11554, United States -
John Romero - State Farm Insurance Agent
● ClosedJohn Romero - State Farm Insurance Agent is located at 10 Merrick Avenue, Merrick, New York, United States. This insurance agency offers a range of services to help protect you and your assets. Whether you need assistance with rural road driving safety, tips on maintaining your dryer, or advice on moving options, they are here to help. They also offer life insurance and annuities through State Farm Life Insurance Company, as well as deposit products through U.S. Bank National Association. Additionally, they provide pet insurance products through American Pet Insurance Company and ZPIC Insurance Company. Please note that State Farm (including State Farm Mutual Automobile Insurance Company and its subsidiaries) is not responsible for the content of third party sites referenced in this material. For personalized advice on your insurance and financial needs, contact John Romero - State Farm Insurance Agent today.
10 Merrick Ave, Merrick, NY 11566, United States -
Marwan Jaser - State Farm Insurance Agent
● ClosedMarwan Jaser - State Farm Insurance Agent is a reputable insurance agency located at 1012 Jerusalem Avenue, Merrick, New York, United States. The institution values personalized service and ensures that customers are adequately protected without compromising on cost. The institution offers a wide range of insurance options, including auto insurance, homeowner's insurance, renter's insurance, life insurance, health insurance, and more. The experienced team at Marwan Jaser Agency is committed to serving customers in the Long Island area with their insurance and financial services needs. The agency also provides security tips for connected smart homes and educates on the dangers of drunk driving. With a focus on giving back to the community, the agency is dedicated to making a positive impact on the lives of others. State Farm also offers pet insurance products through American Pet Insurance Company and ZPIC Insurance Company. Visit Marwan Jaser - State Farm Insurance Agent for a free quote and policy review to ensure you are adequately protected.
1012 Jerusalem Ave, Merrick, NY 11566, United States -
Selective Associates Inc - SAI Insurance
● ClosedSelective Associates Inc - SAI Insurance is a reputable insurance agency located at 1687 Merrick Avenue in Merrick, New York. With a strong commitment to providing personalized and comprehensive insurance solutions, SAI Insurance is dedicated to helping individuals and businesses protect their assets and achieve financial security. Their team of experienced professionals offers a wide range of insurance products and services, including auto, home, life, and business insurance. By working closely with clients to understand their unique needs and goals, SAI Insurance strives to deliver tailored insurance solutions that offer peace of mind and protection against unexpected events. Visit Selective Associates Inc - SAI Insurance today to learn more about their offerings and how they can help you secure your future.
1687 Merrick Ave, Merrick, NY 11566, United States -
William Kotkin
● OpenWilliam Kotkin is a reputable health institution located at 2565 Beverly Road in Merrick, New York. Specializing in dental and medical services, Dr. Kotkin and his team provide top-quality care for patients of all ages. With a focus on preventive care and patient education, the institution aims to promote overall health and well-being. Whether you need a routine check-up, dental cleaning, or treatment for a specific health issue, William Kotkin is dedicated to providing personalized and compassionate care to all patients.
2565 Beverly Rd, Merrick, NY 11566, United States
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