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

73 results found

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.

Massachusetts Mutual Life Insurance - Long Island Metro is an insurance agency located at 6800 West Jericho Turnpike in Syosset, New York. As a part of the renowned Massachusetts Mutual Life Insurance Company, this institution offers a wide range of insurance products and services to individuals and businesses in the Long Island Metro area. With a commitment to providing comprehensive coverage and excellent customer service, Massachusetts Mutual Life Insurance - Long Island Metro is a trusted partner for all insurance needs.

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.

Your College Navigator, LLC is an educational institution located at 575 Underhill Boulevard in Syosset, New York, United States. We specialize in helping students navigate the college admissions process, providing personalized guidance and support every step of the way. Our experienced advisors work closely with students to identify their goals, explore potential colleges and universities, and create a customized plan for success. Whether you need help with choosing the right major, writing a standout personal statement, or preparing for interviews, Your College Navigator, LLC is here to help you achieve your academic and career aspirations. Contact us today to schedule a consultation and start planning for your future.

Roach & Lin, P.C. is a reputable law firm located at 6851 Jericho Turnpike in Syosset, New York. With over 40 years of experience, we specialize in representing Mortgage Servicers and Financial Institutions in various legal matters such as Foreclosure, Bankruptcy, Loss Mitigation, Evictions, and REO Sales. We are proud to be certified as a Minority-Owned Business Enterprise and Woman-Owned Business Enterprise by New York State. Our team of lawyers are known for thinking outside of the box and finding creative solutions to complex issues. We are dedicated to providing exceptional service and responsiveness to our clients' needs. Our services are available for properties throughout the entire state of New York.

Legacy Edge Advisors is a prestigious finance institution located at 485 Underhill Boulevard, Syosset, New York, United States. With a strong reputation for providing top-notch financial advice and services, Legacy Edge Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced advisors offers personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Legacy Edge Advisors is committed to guiding you every step of the way. Trust in Legacy Edge Advisors to be your partner in financial success.

Frank Iryami - Raymond James is a finance institution located at 6800 Jericho Turnpike, Syosset, New York, United States. Specializing in comprehensive planning, investment management, and financial coaching for business owners, retirees, and pre-retirees, Frank Iryami is dedicated to helping you grow your wealth for retirement and live your best life now. With over 25 years of experience, Frank takes the time to build strong relationships with each client, providing education and guidance to help them achieve their financial goals. Whether you need assistance with income protection, college planning, retirement planning, or estate planning, Frank will construct and manage customized portfolios designed to help you reach your stated goals. If you're looking for a partner who will empower you to make wise financial decisions and create a highly-customized financial plan that aligns with your values, Frank Iryami - Raymond James is the institution for you.

David Lerner Associates, Inc. is a finance institution located at 477 Jericho Turnpike in Syosset, New York, United States. With a strong reputation for providing personalized financial services, David Lerner Associates, Inc. offers a wide range of investment options and financial planning services to help clients achieve their financial goals. Their team of experienced financial advisors is dedicated to helping individuals and families make informed decisions about their finances and secure their financial future.

Center For Wealth Preservation, LLC is a finance and insurance agency located at 6800 Jericho Turnpike, Syosset, New York, United States. We believe in providing personalized financial planning services to help individuals and families achieve their unique financial goals. Our team of experts offers a wide range of services, including Business Solutions, Estate, Education, Retirement, and Special Needs planning. We take a holistic approach to financial planning, prioritizing building strong relationships with our clients and providing them with the guidance and support they need. Our goal is to ensure that our clients' interests always come first and that they have the information they need to make informed decisions about their finances. Contact us at 516-364-4203 for more information.

RPG Wealth Management, Inc. is a finance institution located at 6800 Jericho Turnpike, Syosset, New York, United States. Led by President Russell P. Green, we offer a range of securities through Cabot Lodge Securities, LLC and advisory services through CL Wealth Management, LLC. Our institution is not controlled by or a subsidiary of Cabot Lodge Securities, LLC or CL Wealth Management, LLC. Visit our website to watch interesting videos and access helpful calculators. Check the background of our investment professional for more information.

Prolific Solutions is a leading financial institution located at 6800 Jericho Turnpike in Syosset, New York. With a team of experienced professionals, we 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, our experts are dedicated to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how Prolific Solutions can help you secure your financial future.

EisnerAmper is a leading accounting and finance institution located at 6900 Jericho Turnpike, Syosset, New York, United States. We specialize in helping businesses, government organizations, and individuals navigate urgent issues, anticipate opportunities, and achieve long-term growth. Our team of professionals offers a comprehensive range of services including accounting, audit, tax, advisory, and outsourcing to ensure our clients are well-informed and positioned for success. With industry-specific expertise and cutting-edge technologies, we help clients overcome challenges and drive profitability. From large enterprises to high-net-worth individuals, we provide tailored solutions to meet the unique needs of each client. Stay updated with the latest business insights and perspectives from EisnerAmper professionals and transform your organization with our innovative solutions. Download our Personal Tax Guide and e-books to strengthen your organization's cybersecurity and make informed decisions. Join us at events like the Women in Alternative Investment Industry Cinco De Mayo Soiree and connect with industry experts. Trust in EisnerAmper to provide top talent, reasonable rates, and a commitment to solving your problems. Let us help you navigate the complex world of accounting and finance to achieve your goals.

The Long Island Planning Group, located at 6800 West Jericho Turnpike in Syosset, New York, is a finance institution founded by Robert Israel in 1975. Specializing in offering a wide range of financial products and services, the institution helps clients coordinate their life insurance, health insurance, disability insurance, and long-term care insurance needs with their financial goals. The team at Long Island Planning Group works with both individuals and businesses to create diversified portfolios that align with their specific objectives. The main goal of the institution is to establish and maintain long-term relationships with clients by understanding their needs and offering experienced financial advice and strategies. Collaboration with clients' advisors such as CPAs, attorneys, bankers, trustees, and trust officers is a key part of their team-oriented approach. Periodic reviews are conducted to ensure that clients' financial goals are being pursued effectively, even as they evolve over time.

Independent Captive Associates is a finance institution located at 6900 Jericho Turnpike in Syosset, New York, United States. Specializing in creating Captive Insurance Companies, they offer top-notch risk management services to mid-market businesses. With offices in Boca Raton, Florida; North Carolina; Connecticut; and Long Island, New York, their team of independent professionals has over 25 years of experience working with accounting firms and other professionals. They have helped form over 400 captives in 25 different industries, utilizing the best experts in law, accounting, captive management, investment, insurance, and audit services. With a focus on excellence and superior service, Independent Captive Associates ensures that every aspect of risk management is handled with the highest level of expertise.

Barry Haas - Raymond James is a finance institution located at 6800 Jericho Turnpike in Syosset, New York, United States. Our team of experienced financial advisors provides personalized investment and wealth management services to help clients achieve their financial goals. We offer a wide range of financial products and services, including retirement planning, estate planning, and investment management. With a commitment to excellence and a focus on building long-term relationships, Barry Haas - Raymond James is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

The Honigstock Group is a leading finance institution located at 485 Underhill Boulevard in Syosset, New York, United States. With a strong reputation for excellence in financial services, the Honigstock Group offers a wide range of investment and wealth management solutions to its clients. Their team of experienced professionals is dedicated to providing personalized financial advice and strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, the Honigstock Group is committed to helping you succeed.

Knott Partners LP is a finance institution located at 485 Underhill Boulevard in Syosset, New York, United States. With a focus on providing top-notch financial services and expertise, Knott Partners LP is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Their team of experienced professionals offers personalized advice and solutions to meet the unique needs of each client. Whether you are looking for investment opportunities, financial planning, or wealth management services, Knott Partners LP is committed to delivering exceptional results and exceeding client expectations.

Wells Fargo Advisors is a renowned financial institution located at 137 Jackson Avenue in Syosset, New York, United States. As a leading provider of financial services, they offer a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is committed to delivering personalized and comprehensive financial guidance to their clients. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Coder & Company CPAs PC is a reputable accounting and finance institution located at 40 Underhill Boulevard in Syosset, New York. Our team of certified public accountants provides expert financial services to individuals and businesses in the area. With a commitment to accuracy and professionalism, we offer a wide range of services including tax preparation, financial planning, and auditing. Trust Coder & Company CPAs PC for all your accounting needs.

Anubhav Chopra CPA PC & Associates is a leading accounting and finance institution located at 485 Underhill Boulevard in Syosset, New York, United States. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, auditing, and consulting. We are dedicated to helping individuals and businesses achieve their financial goals with personalized and efficient solutions. With a commitment to excellence and integrity, Anubhav Chopra CPA PC & Associates is your trusted partner for all your accounting and finance needs.

Stateside Tax Group is a reputable finance institution located at 125 Michael Drive in Syosset, New York. Specializing in tax services, our expert team is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. With years of experience and a commitment to providing personalized service, Stateside Tax Group is a trusted partner in achieving financial success. Contact us today to learn more about how we can assist you with your tax needs.

Lynn-Mark Enterprises LLC is a reputable accounting and finance institution located at 113 Sterling Court in Syosset, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Lynn-Mark Enterprises LLC is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation.

Richard Simon CPA LLC is a professional accounting and finance institution located at 6900 Jericho Turnpike in Syosset, New York, United States. Specializing in tax planning and preparation, our team is dedicated to helping you achieve your business goals and objectives. With expert guidance and personalized service, we are committed to improving your financial well-being. As a Certified Public Accounting Firm, we stay up-to-date with the latest tax laws and accounting regulations through ongoing professional education. Trust Richard Simon CPA LLC for all your accounting needs and experience the difference in your financial success.

Property Tax Adjusters, Ltd. is a professional institution located at 94 Cherry Lane in Syosset, New York, United States. Specializing in accounting, finance, and legal services, they provide expert guidance and representation for property tax matters. With a team of experienced professionals, Property Tax Adjusters, Ltd. helps clients navigate the complex world of property taxes to ensure fair and accurate assessments. Whether you are a homeowner, business owner, or real estate investor, this institution is dedicated to maximizing your tax savings and minimizing your financial burden. Trust Property Tax Adjusters, Ltd. to handle all your property tax needs with precision and expertise.

Philip Koppell CPA is a trusted tax accountant located at 485 Underhill Boulevard in Syosset, New York. Specializing in accounting and finance services, Philip Koppell CPA offers expert tax preparation and planning for individuals and businesses. With years of experience and a commitment to customer satisfaction, clients can trust Philip Koppell CPA to handle all of their financial needs with professionalism and expertise.

RMJR Tax and Accounting is a reputable institution located at 33 Queens Street in Syosset, New York, United States. Specializing in accounting and finance services, RMJR Tax and Accounting offers expert advice and assistance to individuals and businesses alike. With a team of experienced professionals, they provide a range of services including tax preparation, financial planning, and bookkeeping. Whether you need help with your personal taxes or managing your company's finances, RMJR Tax and Accounting is dedicated to helping you achieve your financial goals.

MARTIN F. REFFSIN EA is a reputable finance institution located at 24 The Mews in Syosset, New York, United States. Specializing in tax preparation and planning services, Martin F. Reffsin EA offers expert financial guidance and assistance to individuals and businesses alike. With a commitment to excellence and personalized attention, clients can trust in the expertise and professionalism of the team at MARTIN F. REFFSIN EA for all their financial needs.

Cashin & King CPA PC is a reputable accounting and finance institution located at 2 Roosevelt Avenue in Syosset, New York. Our team of experienced certified public accountants is dedicated to providing top-notch financial services to individuals and businesses in the area. From tax preparation and planning to auditing and consulting, we offer a wide range of services to meet our clients' needs. Trust Cashin & King CPA PC for all your accounting and finance needs.

Vinod George Abraham CPA PC is a reputable accounting and finance institution located at 575 Underhill Boulevard in Syosset, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are an individual or a business owner, Vinod George Abraham CPA PC is dedicated to providing top-notch financial solutions tailored to your specific needs. Trustworthy, reliable, and knowledgeable, they are committed to helping you achieve your financial goals.

Adam Sekuler, CPA is a reputable accounting and finance institution located at 575 Underhill Boulevard in Syosset, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, Adam Sekuler, CPA is dedicated to providing personalized and reliable financial solutions to meet your needs. Trustworthy and knowledgeable, they strive to help clients achieve their financial goals and secure their future.