TOP 30 Financial services near my location in Plainview, New York

62 results found

Petrocelli Zaidman is a reputable tax accounting firm located in Plainview, NY. With a convenient location at 255 Executive Drive, our team of experienced professionals is dedicated to providing top-notch accounting and finance services to individuals and businesses in the area. From tax preparation to financial planning, we are committed to helping our clients navigate the complexities of the tax system and achieve their financial goals. Trust Petrocelli Zaidman for all your accounting needs in Plainview, New York.

The notary public in Plainview is conveniently located at 14 East Mall in Plainview, New York. As a trusted and reliable institution in the finance industry, our notary public services ensure that important documents are properly authenticated and legally binding. Our experienced notaries are dedicated to providing efficient and professional service to meet all of your notarization needs. Whether you require notarization for real estate transactions, legal documents, or other financial matters, you can trust our team to handle your documents with precision and accuracy. Visit us today for all your notary public needs in Plainview.

Hallmark Abstract Service LLC is an insurance agency located at 101 Sunnyside Boulevard in Plainview, New York, United States. We specialize in providing top-notch insurance services to our clients, ensuring that they have the coverage they need to protect themselves and their assets. Our team of experienced professionals is dedicated to providing personalized service and finding the best insurance solutions for each individual's unique needs. Trust Hallmark Abstract Service LLC to be your partner in securing the insurance coverage you need for peace of mind.

Edward Jones - Financial Advisor: Robert C Diaz, CFP®|AAMS™ is a reputable financial institution located at 255 Executive Drive, Plainview, New York, United States. Specializing in providing personalized financial planning services, Robert C Diaz is a Certified Financial Planner and an Accredited Asset Management Specialist. With a commitment to helping clients achieve their financial goals, Edward Jones - Financial Advisor: Robert C Diaz, CFP®|AAMS™ offers a range of investment options and expert advice tailored to individual needs. Trustworthy and dedicated, this institution is a trusted partner in helping clients secure their financial future.

Raymond James Financial Services is a leading finance institution located at 255 Executive Drive in Plainview, New York, United States. With a strong reputation for delivering personalized and comprehensive financial services, Raymond James is committed to helping individuals and businesses achieve their financial goals. From investment management to retirement planning, their team of experienced professionals provides expert guidance and tailored solutions to meet the unique needs of each client. With a focus on integrity and excellence, Raymond James Financial Services is dedicated to building long-lasting relationships and delivering exceptional financial advice.

Financial Boss is a finance institution located at 100 Terminal Drive, Plainview, New York, United States. We are a fee-only fiduciary specializing in helping techies achieve their financial goals. Our unique approach involves using AI chatbots and applying Agile methods to financial planning. Our institution believes that money serves a purpose, but it won't buy you happiness. We offer three different plans to help build your financial foundation, from creating awareness to controlling cashflow to investing and advanced planning. Our Certified Financial Planners (CFP®) are held to a fiduciary standard and act in your best interests.

Glenridge Tax Services is a reputable accounting and finance institution located at 70 Bluebird Lane in Plainview, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax services for individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help you navigate the complexities of the tax system and achieve your financial goals. Trust Glenridge Tax Services for all your accounting and finance needs.

CPA Services PC is a reputable accounting and finance institution located at 46 Cranford Road in Plainview, New York, United States. Our team of certified public accountants offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and auditing. With years of experience and expertise in the field, we are dedicated to providing our clients with top-notch financial solutions tailored to their specific needs. Visit us today to experience professional and reliable accounting services.

Haller-Zaremba Insurance Agency, located at 328 Hillside Avenue in Williston Park, New York, is a trusted health and insurance agency serving the community for over 81 years. As a family-owned and operated independent agency, we offer a wide range of insurance options including car, auto, home, renters, business, and liability insurance in Williston Park, East Meadow, Huntington, Mineola, Plainview, Rockville Center, NY, and surrounding areas. Our highly-qualified staff of professionals is dedicated to providing the most suitable insurance policies available on the market. We work with families and businesses to protect their interests and assets, offering personalized service to meet your individual needs. Whether you need auto insurance, homeowners’ insurance, business insurance, or any other type of coverage, Haller-Zaremba Insurance Agency is here to help.

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.

Kevin Keane - Mortgage Loan Officer is a finance institution located at 1100 Old Country Road in Plainview, New York, United States. As a trusted mortgage loan officer, Kevin Keane provides expert guidance and personalized solutions to help clients secure the best mortgage options for their needs. With years of experience in the industry, Kevin Keane is dedicated to helping clients navigate the complex world of home financing with ease and confidence. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Kevin Keane is committed to providing exceptional service and support every step of the way. Contact Kevin Keane - Mortgage Loan Officer today to start your journey towards homeownership.

Edward Lehmann: Allstate Insurance is a reputable insurance agency located at 54 Sunnyside Boulevard in Plainview, New York. Specializing in providing a wide range of insurance products and financial services, our experienced team is dedicated to helping clients protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, we are committed to finding the right coverage options to meet your specific needs. With a strong reputation for excellent customer service and personalized attention, Edward Lehmann: Allstate Insurance is your trusted partner in safeguarding your assets and securing your financial future.

Welcome to the State Farm Marzigliano Insurance Agency located in Plainview, NY! Our agency is dedicated to providing insurance and financial services to the businesses and families of our community and all of New York State. We offer a wide range of insurance options including auto, home, life, and business insurance to meet your specific needs. Our team of experienced professionals is here to help you navigate the world of insurance and ensure you have the protection you need. As a local business owner and State Farm agent, Ned Marzigliano understands the unique needs of small businesses and families in our community. We provide personalized service and tailor-made insurance plans to fit your individual requirements. Whether you're looking for personal insurance or business insurance, our agency is here to assist you every step of the way.

HUB International is a leading finance and insurance agency located at 100 Sunnyside Boulevard in Plainview, New York, United States. Recognized as the #1 largest Commercial Insurance Brokerage on Long Island for six consecutive years, HUB International Northeast is also a key player in the insurance industry. With a focus on property and casualty coverages for the construction industry, as well as personal insurance for high-net worth individuals and family offices, HUB International offers a wide range of services. In addition to acquiring local insurance brokerages like the Flood Group and Brady Insurance Planning, HUB International Northeast also offers corporate retirement plan consulting and wealth management services through The JW Retirement Group. Committed to giving back to the community, HUB International participates in community projects through their HUB Gives program, focusing on initiatives that support children with critical illnesses and empower underserved individuals to reach their full potential.

Kenneth R Wilkes PC is a reputable health institution located at 146 Manetto Hill Road in Plainview, New York, United States. Specializing in providing top-notch healthcare services, this institution is committed to delivering personalized care and treatment to patients. With a team of experienced healthcare professionals, Kenneth R Wilkes PC offers a wide range of medical services to cater to the diverse needs of its patients. Patients can expect high-quality care in a welcoming and compassionate environment when they visit this esteemed health institution.

NFP is a reputable insurance agency located at 45 Executive Drive in Plainview, New York, United States. With a strong commitment to serving the needs of individuals and businesses, NFP offers a wide range of insurance products and services to help clients protect their assets and achieve financial security. The agency's team of experienced professionals provides personalized guidance and support to ensure that each client receives the best coverage options for their unique needs. Whether you are looking for personal insurance solutions or commercial insurance solutions, NFP is dedicated to delivering exceptional service and peace of mind to all its clients.

Group Coverage, Inc. is a reputable insurance agency located at 55 West Ames Court in Plainview, New York. With a focus on providing comprehensive group coverage options, this institution offers a wide range of insurance plans tailored to meet the needs of businesses, organizations, and individuals. Their team of experienced professionals is dedicated to helping clients navigate the complexities of insurance policies and find the best coverage solutions for their specific requirements. Whether you are looking for health, life, disability, or other types of insurance, Group Coverage, Inc. is committed to delivering top-notch service and support to ensure peace of mind and financial security.

Tim Mee - State Farm Insurance Agent is a second-generation State Farm Agent located at 667 Old Country Road in Plainview, New York. We are passionate about helping our customers meet their insurance needs, including auto, home, life, renters, boats/motorcycles, and health insurance. Our office services all of New York State, including Plainview, Old Bethpage, Bethpage, Syosset, Woodbury, and New York City, as well as Westchester, Orange, and Buffalo. In addition to traditional insurance coverage, we also offer Trupanion pet insurance for dogs and cats. Our experienced team can assist with a variety of insurance needs, including motorcycles, RVs, jewelry, and collectibles. We are dedicated to providing personalized insurance protection for all of your needs, as well as financial services.

Alexandra Centeno - State Farm Insurance Agent is a reputable insurance agency located at 1065 Old Country Road, Westbury, New York. Situated just one block west of Wantagh Parkway in the Century 21 shopping center, above Mama Theresa's Restaurant, we welcome customers from all over New York, including Westbury, Hicksville, Plainview, East Meadow, Garden City, Syosset, Levittown, and Babylon. Please note that online auto quotes are not available at this time, but we are more than happy to assist you if you call our office during regular business hours. Our team has over 44 years of combined experience in the insurance field and is fluent in Spanish, providing excellent service to our diverse clientele.

Barry Siegel - Aflac Insurance Agent is located at 3 Jamaica Avenue, Plainview, New York, United States. As an insurance agency, we offer a wide range of insurance policies to provide an extra layer of protection for life's unexpected events. Aflac pays cash for covered accidents, diagnoses, and serious health events to help alleviate financial burdens. Our insurance coverage helps you focus on getting better rather than worrying about expenses. We offer dental coverage with no networks or deductibles, as well as eye care coverage for a variety of vision needs. Aflac also provides cash benefits to help with out-of-pocket expenses that major medical insurance may not cover. Additionally, we offer quality products for employees at no direct cost to you. If you are interested in becoming an Aflac insurance agent, explore the unlimited potential and flexibility that comes with this opportunity. Please note that individual and group insurance is offered by American Family Life Assurance Company of Columbus, except in New York where coverage is provided by American Family Life Assurance Company of New York. Group policies are offered by Continental American Insurance Company. Dental and Vision plans are administered by Aflac Benefit Solutions, Inc. Administrative services are not insurance and may not be available in all states. Contact us to learn more about how Aflac can provide essential financial protection for you and your loved ones.

Located at 16 Hofstra Court in Plainview, New York, Robert Picciurro - Aflac Insurance Agent is an insurance agency that offers a wide range of insurance policies to provide an extra layer of protection for life's unexpected events. Whether it's covering accidents, serious health events, or helping with out-of-pocket expenses, Aflac pays cash benefits to help ease financial burdens. They also offer dental and vision coverage with no networks or deductibles, as well as group policies for employees. With the opportunity to become an Aflac insurance agent, individuals can explore the unlimited potential and flexibility that comes with the role. Aflac is underwritten by American Family Life Assurance Company of Columbus, except in New York where coverage is offered by American Family Life Assurance Company of New York. Group policies are offered by Continental American Insurance Company (CAIC). Aflac's Premium Life, Absence, and Disability Services are available in all states, except Puerto Rico, Guam, or the Virgin Islands, and are offered by CAIC. Administrative services are not insurance and not considered legal advice. Products may vary depending on state law and availability.

Jusino and Associates is a finance institution located at 1217 12th Street, West Babylon, New York, United States. Specializing in loan signings, closings, jurats, acknowledgements, and more, our highly qualified Notary and Notary Signing Agents serve Nassau and Suffolk Counties. We offer flexible scheduling, including days, nights, and weekends, and can accommodate preferred locations for signings. In addition to traditional notarizations, we also offer Remote Online Notarizations (RON) to meet the needs of our clients in this digital age. Contact us via phone, email, or text for all your notarization needs. Visit us at 202 Roxton Road, Plainview, New York 11803, United States.

Blutter & Blutter is a reputable institution located at 497 South Oyster Bay Road in Plainview, New York, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch advice and support to our clients. Whether you need help with tax planning, financial management, or legal representation, Blutter & Blutter is here to assist you every step of the way. Trust us to handle your financial and legal matters with precision and expertise.

Vapor Heaven & Smoke Shop is a one-stop destination for all your vaping and smoking needs. Located at 783 Old Country Road in Plainview, New York, this institution offers a wide range of products and services including ATM access, convenience store items, financial services, delicious food options, a variety of liquor choices, a restaurant for dining in, and a well-stocked store for all your shopping needs. Whether you're looking for the latest vaping supplies, a quick snack, a place to grab a drink, or just a convenient stop for your daily errands, Vapor Heaven & Smoke Shop has you covered. Visit us today and experience the ultimate in convenience and customer service.

AXA Advisors, LLC is a finance institution located at 1 Dupont Street in Plainview, New York, United States. As a leading provider of financial services, AXA Advisors offers a wide range of investment and insurance products to help individuals and businesses achieve their financial goals. With a team of experienced financial professionals, AXA Advisors is dedicated to providing personalized advice and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or protecting your assets, AXA Advisors can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Rockline Wealth Management is a leading financial institution located at 255 Executive Drive in Plainview, New York. Our team of experienced professionals is dedicated to providing top-notch wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we have the expertise and resources to guide you every step of the way. At Rockline Wealth Management, your financial success is our priority.

Louis C. Ciliberti & Associates, Ltd. is a renowned finance institution located at 980 Old Country Road in Plainview, New York, United States. With a strong reputation for providing expert financial services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, our experienced team is here to provide personalized solutions tailored to your individual needs. Trust Louis C. Ciliberti & Associates, Ltd. for all your finance needs.

Geneva Capital Management is a finance institution located at 101 Commercial Street in Plainview, New York, United States. We specialize in providing expert financial management services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through strategic investment planning, risk management, and wealth preservation. With a focus on personalized service and tailored solutions, Geneva Capital Management is committed to delivering excellence in financial management. Contact us today to learn more about how we can help you secure your financial future.

North Shore Wealth Management is a leading finance institution located at 255 Executive Drive in Plainview, New York. We specialize in providing tailored wealth management solutions for individuals and businesses, helping our clients achieve their financial goals and secure their futures. Our experienced team of financial advisors offers personalized advice and guidance to help you navigate the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or protect your assets, North Shore Wealth Management is here to help. Contact us today to schedule a consultation and start building your financial future with confidence.

ARCAP Partners is a wealth management institution located at 111 Express Street in Plainview, New York, United States. We specialize in working exclusively with families of great wealth, providing deep expertise in this complex area of financial management. Our team is completely independent, ensuring that our advice is free from any outside influence. At ARCAP Partners, we focus on simplifying the financial and personal lives of our clients so they can prioritize what matters most – their families. We strive to eliminate confusion in the industry by speaking our clients' language and providing clear guidance tailored to their individual needs.