TOP 30 Financial services near my location in Long Beach, New York

111 results found

Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, located at 11412 Beach Channel Drive in New York, United States, offers a range of financial services and expertise to help individuals meet their financial goals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert Gargiulo is equipped to provide comprehensive financial planning tailored to the specific needs of each client. Whether it's retirement planning, estate planning, investment management, or insurance products, Robert Gargiulo is committed to upholding the highest standards of professionalism and ethics in serving clients. The institution also offers specialized certifications in areas such as divorce financial analysis, exit planning, special needs planning, and long-term care, ensuring that clients receive expert guidance in all aspects of their financial journey. With a focus on education, support, and personalized service, Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients achieve financial security and peace of mind.

Edward Jones - Financial Advisor: Sean Wynne is a reputable finance institution located at 115-10 Beach Channel Drive in New York, United States. As a trusted financial advisor, Sean Wynne provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Sean Wynne is dedicated to helping individuals and families navigate the complexities of investing and financial planning. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, Sean Wynne is committed to providing expert guidance and support every step of the way.

Jane Donnelly is a financial advisor at Ameriprise Financial Services, LLC located at 11412 Beach Channel Drive in New York, United States. With a focus on finance, Jane offers personalized financial advice and solutions to help clients achieve their financial goals. Each Ameriprise advisor has their own "Top areas of focus," so clients can find the right match for their needs. Clients can review Jane's background, credentials, and experience to ensure they are making the best choice for their financial future. By filling out the "Request consultation" form, clients can connect with Jane for a complimentary initial consultation to discuss their financial goals and create a personalized financial plan.

BEACH AGENCY INC is a reputable insurance agency located at 1111 Oriskany Street West in Utica, New York, United States. With a team of experienced professionals, they provide a wide range of insurance services to meet the needs of individuals and businesses. From auto and home insurance to life and health insurance, BEACH AGENCY INC is dedicated to helping clients find the best coverage options at competitive rates. Their commitment to excellent customer service and personalized attention sets them apart in the industry. Contact BEACH AGENCY INC today for all your insurance needs.

The Pinnacle Financial Group is a leading finance institution located at 9 South Long Beach Road in the bustling town of Rockville Centre, New York. Our team of experienced professionals is dedicated to providing top-notch financial services and solutions to our clients. Whether you are looking to invest, plan for retirement, or secure a loan, we are here to help you reach your financial goals. Trust The Pinnacle Financial Group to guide you towards financial success and stability.

Liliana Kayali Accounting Services is a reputable accounting firm located at 606 Franklin Boulevard, Long Beach, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, our experts are here to assist you every step of the way. Trust Liliana Kayali Accounting Services for all your financial needs and experience peace of mind knowing your finances are in capable hands. Contact us today to schedule a consultation.

SharpFocus Financial Planning Group - Ameriprise Financial Services, LLC is a finance institution located at 11412 Beach Channel Drive in New York, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your goals. Users of our website agree to abide by our rules and regulations. As a member of FINRA and SIPC, we prioritize privacy and security for our clients. We appreciate referrals and look forward to helping your friends and family members with their financial needs. Contact us to schedule a meeting and let us assist you in reaching your financial goals.

Edward Jones - Financial Advisor: Kelly S Derer, CFP® is a trusted financial institution located at 242 West Park Avenue in Long Beach, New York. As a Certified Financial Planner, Kelly S Derer provides expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Kelly S Derer can help create a tailored financial plan that meets your unique needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kelly S Derer, CFP® is committed to helping clients secure their financial future.

Joseph Ossandon - TD Wealth Financial Advisor is a reputable finance institution located at 550 Long Beach Boulevard in Long Beach, New York, United States. As a dedicated financial advisor, Joseph Ossandon provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management, investment strategies, retirement planning, and more, Joseph Ossandon is committed to helping clients secure their financial future. Contact Joseph Ossandon - TD Wealth Financial Advisor today for professional financial advice and support.

Joseph Ossandon - TD Wealth Financial Advisor is a reputable finance institution located at 247 Long Beach Road in Oceanside, New York, United States. As a trusted financial advisor, Joseph Ossandon provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, clients can trust Joseph Ossandon to provide expert financial guidance and advice. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Joseph Ossandon - TD Wealth Financial Advisor is dedicated to helping you secure your financial future.

Hamlet Investment Services is a leading finance institution located at 899 West Beech Street in Long Beach, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their investment goals through personalized financial planning and wealth management services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Hamlet Investment Services is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a strong financial future.

The Bank of America Financial Center located at 52 East Park Avenue in Long Beach, New York, offers a wide range of banking and financial services to individuals and businesses. Whether you need assistance with checking and savings accounts, loans, investments, or wealth management, our knowledgeable staff is here to help. With convenient hours and a convenient location, the Bank of America Financial Center is committed to providing top-notch customer service and financial solutions to meet your needs. Visit us today to see how we can help you achieve your financial goals.

Income Tax Financial Planning is a leading accounting and finance institution located at 88-8 151st Avenue in New York, United States. Our team of expert professionals specializes in helping individuals and businesses navigate the complexities of income tax planning to maximize financial success. Whether you need assistance with tax preparation, investment strategies, or retirement planning, our dedicated staff is here to provide personalized guidance and support. Trust Income Tax Financial Planning to help you achieve your financial goals and secure a prosperous future.

Long Island Tax Professionals is a reputable accounting and finance institution located at 524 West Fulton Street in Long Beach, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses in the Long Island area. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust Long Island Tax Professionals to help you navigate the complexities of the tax system and achieve your financial goals.

US Tax Services is a reputable accounting and finance institution located at 104 Long Beach Road in Island Park, New York. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. Whether you need help with tax preparation, planning, or IRS representation, we are here to assist you every step of the way. Trust US Tax Services for all your financial needs and rest assured that your taxes are in good hands.

F G Tax Services Inc is a reputable accounting and finance institution located at 142 Maple Boulevard in Long Beach, New York, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, our experts are here to assist you every step of the way. Trust F G Tax Services Inc for all your financial needs.

ATM (West Park Avenue Services Center) is a convenient one-stop destination for all your financial and automotive needs. Located at 390 West Park Avenue in Long Beach, New York, this institution offers ATM services for quick and easy access to your cash, as well as car repair and finance options to keep your vehicle running smoothly. Whether you need to withdraw money, get your car serviced, or explore financing options, ATM (West Park Avenue Services Center) has you covered. Visit us today for efficient and reliable service.

Bruce Gendelman Insurance Services Located at 101 West 79th Street in Manhattan, New York, Bruce Gendelman Insurance Services is not just an insurance provider, but your dedicated insurance partner. Our team of experienced professionals is committed to delivering exceptional service throughout every phase of our relationship with you. We specialize in creating customized insurance programs and serving as your trusted resource for all insurance-related inquiries.

Welcome to The First National Bank of Long Island ATM, conveniently located at 159-14 Cross Bay Boulevard, Queens, New York 11414. As a trusted financial institution, we are committed to serving the diverse financial needs of our community, both locally in Queens and throughout Long Island and New York City. Our Howard Beach Branch, established in 2015, is under the expert leadership of Vice President Joseph Gueli. Here at First National Bank LI, we pride ourselves on offering a comprehensive range of financial services tailored to both business and consumer needs. From Commercial and Business Banking to Consumer and Retail Banking, we provide a broad suite of solutions including lending, deposit, investment, and digital products.

Welcome to The First National Bank of Long Island, your trusted partner in banking and finance, located at 159-14 Cross Bay Boulevard, Queens, New York 11414. Serving the vibrant community of Howard Beach since 2015, our branch is expertly managed by Vice President Joseph Gueli. We are proud to offer a comprehensive range of financial services designed to meet the diverse needs of both businesses and consumers across Long Island and New York City. At First National Bank LI, we are committed to delivering extraordinary service and a “Customer First” banking experience. Our extensive suite of products includes lending, deposit, investment, and digital solutions tailored for small to middle-market businesses, professional service firms, not-for-profits, municipalities, and individual consumers. Whether you’re looking for Commercial Banking, Business Banking, Community Banking, or Consumer Banking, we have the expertise to help you achieve your financial goals.

Welcome to Long Island Public Adjusters, LLC, your trusted partner in navigating the complex world of insurance claims. Located at 34 East Main Street, Smithtown, New York, we specialize in providing expert public adjusting services to both residential and commercial clients across Long Island and the surrounding areas. As a dedicated general contractor and insurance agency, we are committed to ensuring that you receive the rightful benefits and settlements you deserve. At Long Island Public Adjusters, we understand that filing an insurance claim can be a daunting and overwhelming process. Without a detailed claims strategy, insurance companies may underpay you, leaving you with less than you deserve. This is where our expertise comes in. By hiring a public adjuster, you can unlock higher settlements and maximize your policy benefits.

Welcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.

Welcome to Jamie Realty Group, your trusted real estate partner in Queens and Long Island. Located at 200-11 32nd Avenue, Queens, New York, our agency is dedicated to helping you find the perfect property or sell your current home with ease and efficiency. At Jamie Realty Group, we pride ourselves on offering a diverse range of properties to suit every need. Whether you're in search of a spacious one-bedroom coop in the charming Sunnyside Gardens or a stunning new construction in Springfield Gardens, we have you covered. Our listings include beautifully maintained single-family homes in Rosedale, charming residences in South Ozone Park, and luxurious condominiums in the heart of Flushing.

Coastal Insurance Solutions is an insurance agency located at 333 Route 25A, Rocky Point, New York, United States. Unlike other home insurers, we cater specifically to high-end residential homeowners who may require specialized coverage. Our expertise lies in providing tailored homeowners and flood insurance for properties in coastal states such as Florida, New York, New Jersey, Connecticut, and California. We understand that insurance rates for luxury homes can vary widely, which is why we work with A , AM Best rated carriers to offer competitive pricing and affordable quotes for homeowners in Nassau and Suffolk County, NY. Whether you own a waterfront property, a coastal secondary home, or a typical family home, we have customized programs to suit your needs.

John Lepore: Allstate Insurance is a reputable insurance agency located at 11230 Beach Channel Drive in New York, United States. With a focus on providing top-notch insurance products and services, this institution is dedicated to helping individuals and families protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, the experienced team at John Lepore: Allstate Insurance is committed to finding the right coverage options to meet your specific needs. Trustworthy, reliable, and customer-focused, this agency is a trusted partner in safeguarding your future.

Circle K is a one-stop shop located at 203 East Park Avenue in Long Beach, New York. This institution offers a variety of services including ATM access, a cafe serving delicious snacks and beverages, a convenience store stocked with everyday essentials, financial services, a selection of food options, a gas station for refueling, meal takeaway options, a restaurant serving up tasty meals, and a store with a range of products to choose from. Whether you need to grab a quick bite, fill up your tank, or pick up some last-minute items, Circle K has you covered.

DCAP Insurance is an insurance agency located on West Park Avenue in Long Beach, New York, United States. We are dedicated to helping individuals save money, businesses reduce risk, and families protect their financial future. Our services include car insurance savings of up to 10% and a premiere Defensive Driving course to help you save even more. Contact us today to see how we can assist you!

James Montiglio: Allstate Insurance is a reputable insurance agency located at 3251 Long Beach Road in Oceanside, New York. With a strong focus on providing top-notch insurance products and services, this institution is dedicated to helping individuals and families protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, you can trust James Montiglio and his team to provide personalized solutions tailored to your specific needs. With their commitment to excellence and customer satisfaction, you can rest assured that you are in good hands with James Montiglio: Allstate Insurance.

Eric S. Jacob, DDS is a leading dental practice located at 38 West Park Avenue, Long Beach, New York, United States. With additional locations at 70 Glen Cove Road, Suite 204 Roslyn Heights, NY and 38 West Park Ave, Suite 100A Long Beach, NY, this institution offers expert care provided by an experienced and professional team of dentists. Committed to providing compassionate and skilled care, their mission is to deliver outstanding treatment outcomes using the latest state-of-the-art equipment and cutting-edge technology. The strictest sterilization techniques are upheld to ensure patient safety. The team at Eric S. Jacob, DDS understands that many individuals may feel anxious about visiting the dentist, which is why they strive to make each visit as pain and anxiety-free as possible. Offering a comprehensive range of dental services, including dental check-ups, cosmetic smile makeovers, tooth replacement, and emergency dental care, the practice aims to help patients maintain optimal oral health and achieve their smile goals. Building trusting partnerships with patients is key to their success in delivering exceptional outcomes.

Eric S. Jacob, DDS is a premier dental institution located in Roslyn Heights, New York. With a second location in Long Beach, NY, our experienced and professional team is dedicated to providing expert care in a compassionate and skilled manner. Our mission is to deliver outstanding treatment outcomes using the latest state-of-the-art equipment and cutting-edge technology, while upholding strict sterilization techniques. We understand that visiting the dentist can cause anxiety for many individuals, which is why we strive to make your experience as pain and anxiety-free as possible. Our comprehensive range of dental services aims to help patients maintain optimal oral health and achieve their smile goals. Whether you need a dental checkup, cosmetic smile makeover, tooth replacement, or emergency care, you can trust that you are in good hands at our office.