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Financial strategy in Plainview, New York

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5 1
#1

Edward Jones - Financial Advisor: Robert C Diaz, CFP®|AAMS™

● Closed
255 Executive Dr Suite 403, Plainview, NY 11803, United States
516-349-1204
edwardjones.com

Edward Jones - Financial Advisor: Robert C Diaz, CFP®|AAMS™ is a reputable financial institution located at 255 Executive Drive, Plainview, New York, United States.

Photo of Edward Jones - Financial Advisor: Robert C Diaz, CFP®|AAMS™ - 255 Executive Drive, Plainview, NY 11803
Financial Service
Details
4.3 8
#2

Petrocelli Zaidman - Tax accountants located in Plainview, NY

● Closed
255 Executive Dr #400, Plainview, NY 11803, United States
516-394-3344
zbscpas.com

Petrocelli Zaidman is a reputable tax accounting firm located in Plainview, NY.

Accounting Service Financial Service
Details
#3

Health Matrix Strategies

● Closed
998 Old Country Rd, Plainview, NY 11803, United States
631-796-2662

Health Matrix Strategies is an insurance agency located at 998 Old Country Road in Plainview, New York. We specialize in providing comprehensive health insurance coverage and strategic solutions to meet the individual needs of our clients.

Insurance Agency
Details
#4

Financial Boss

● Closed
100 Terminal Dr, Plainview, NY 11803, United States
631-888-9109
financialboss.com

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.

Financial Service
Details
5 28
#5

David M. Ardam, P.C.

● Closed
94 Washington Blvd, Commack, NY 11725, United States
631-670-7040
ardamlaw.com

David M. Ardam, P.C. is a respected institution located at 94 Washington Boulevard in Commack, New York.

Photo of David M. Ardam, P.C. - 94 Washington Boulevard, Commack, NY 11725 Photo of David M. Ardam, P.C. - 94 Washington Boulevard, Commack, NY 11725 Photo of David M. Ardam, P.C. - 94 Washington Boulevard, Commack, NY 11725
Details
5 67
#6

Mortgage Wealth Advisors, Inc.

● Closed
255 Executive Dr Ste 410, Plainview, NY 11803, United States
516-302-1090
mortgagewealthadvisors.com

Mortgage Wealth Advisors, Inc. is a finance institution located at 255 Executive Drive in Plainview, New York, United States. Your home and mortgage are significant expenses in your life, and the financing strategy you choose can impact your future.

Photo of Mortgage Wealth Advisors, Inc. - 255 Executive Drive, Plainview, NY 11803 Photo of Mortgage Wealth Advisors, Inc. - 255 Executive Drive, Plainview, NY 11803 Photo of Mortgage Wealth Advisors, Inc. - 255 Executive Drive, Plainview, NY 11803
Financial Service
Details
4.4 203
#7

Home Tax Saver

● Closed
255 Executive Dr Suite 210, Plainview, NY 11803, United States
516-484-0654
ptrc.com

Home Tax Saver is a reputable accounting and finance institution located at 255 Executive Drive in Plainview, New York, United States.

Photo of Home Tax Saver - 255 Executive Drive, Plainview, NY 11803 Photo of Home Tax Saver - 255 Executive Drive, Plainview, NY 11803 Photo of Home Tax Saver - 255 Executive Drive, Plainview, NY 11803
Accounting Service Financial Service
Details
5 4
#8

Rockline Wealth Management

● Closed
255 Executive Dr #409, Plainview, NY 11803, United States
516-605-1613
rocklinewealth.com

Rockline Wealth Management is a leading financial institution located at 255 Executive Drive in Plainview, New York.

Photo of Rockline Wealth Management - 255 Executive Drive, Plainview, NY 11803
Financial Service
Details
5 11
#9

Geneva Capital Management

● Open
101 Commercial St Suite 400, Plainview, NY 11803, United States
516-404-0734
genevacm.com

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.

Photo of Geneva Capital Management - 101 Commercial Street, Plainview, NY 11803 Photo of Geneva Capital Management - 101 Commercial Street, Plainview, NY 11803
Financial Service
Details
5 1
#10

RMJR Tax and Accounting

● Closed
51 E Bethpage Rd, Plainview, NY 11803, United States
516-939-4005
rmjr-tax-accounting.com

RMJR Tax and Accounting is a reputable institution located at 51 East Bethpage Road in Plainview, New York.

Accounting Service Financial Service
Details
5 4
#11

Glenridge Tax Services

● Open
70 Bluebird Ln, Plainview, NY 11803, United States
516-543-4020
glenridgecpa.com

Glenridge Tax Services is a reputable accounting and finance institution located at 70 Bluebird Lane in Plainview, New York, United States.

Accounting Service Financial Service
Details
5 2
#12

Long Island Public Adjusters, LLC

● Open
34 East Main Street, Smithtown, New York 11787, United States
516-410-0164
longislandpublicadjusters.com

Welcome to Long Island Public Adjusters, LLC, your trusted partner in navigating the complex world of insurance claims.

Photo of Long Island Public Adjusters, LLC - 34 East Main Street, Smithtown, NY 11787 Photo of Long Island Public Adjusters, LLC - 34 East Main Street, Smithtown, NY 11787 Photo of Long Island Public Adjusters, LLC - 34 East Main Street, Smithtown, NY 11787
General Contractor Insurance Agency
Details
4.4 5
#13

NFP

● Closed
45 Executive Dr, Plainview, NY 11803, United States
516-327-6300
nfp.com

NFP is a reputable insurance agency located at 45 Executive Drive in Plainview, New York, United States.

Photo of NFP - 45 Executive Drive, Plainview, NY 11803
Insurance Agency
Details
4 4
#14

Empire State Brokerage Services, LLC

● Closed
88 Sunnyside Blvd Suite LL101, Plainview, NY 11803, United States
516-396-4600
empirebrokerage.com

Empire State Brokerage Services, LLC is a full-service wholesale broker and insurance agency located in Plainview, New York. We specialize in providing tailored insurance products, packages, and programs to retail insurance agents and brokers.

Insurance Agency Medical Services
Details
3.7 3
#15

Blutter & Blutter

● Closed
497 S Oyster Bay Rd, Plainview, NY 11803, United States
516-433-7777
blutter.com

Blutter & Blutter is a reputable institution located at 497 South Oyster Bay Road in Plainview, New York, United States.

Accounting Service Financial Service Legal Service
Details
3 4
#16

CBS Coverage Group

● Closed
111 Express St, Plainview, NY 11803, United States
516-938-9000
cbsinsurance.com

CBS Coverage Group is a reputable insurance agency located at 111 Express Street in Plainview, New York, United States. We specialize in providing a wide range of insurance services to meet the individual needs of our clients.

Insurance Agency
Details
3 2
#17

CJB & Associates, Inc.

● Open
Nassau County, 329 S Oyster Bay Rd, Plainview, NY 11803, United States
516-428-3443
cjbassociate.com

CJB & Associates, Inc. is a reputable financial consulting firm located at 329 South Oyster Bay Road in Plainview, New York. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses.

Details
2.8 13
#18

Fidelity Investments

● Closed
1551 Old Country Rd, Plainview, NY 11803, United States
800-526-7252
fidelity.com

Fidelity Investments is a renowned finance institution located at 1551 Old Country Road in Plainview, New York, United States.

Photo of Fidelity Investments - 1551 Old Country Road, Plainview, NY 11803 Photo of Fidelity Investments - 1551 Old Country Road, Plainview, NY 11803
Financial Service
Details
1 1
#19

North Shore Wealth Management

● Closed
255 Executive Dr #305, Plainview, NY 11803, United States
800-935-1899
northshorewm.com

North Shore Wealth Management is a leading finance institution located at 255 Executive Drive in Plainview, New York.

Financial Service
Details
#20

Kevin Keane - Mortgage Loan Officer

● Open
1100 Old Country Rd, Plainview, NY 11803, United States
516-659-7737
td.com

Kevin Keane - Mortgage Loan Officer is a finance institution located at 1100 Old Country Road in Plainview, New York, United States.

Financial Service
Details
#21

Lawley

● Closed
255 Executive Dr #104, Plainview, NY 11803, United States
516-597-3900
lawleyinsurance.com

Lawley is an insurance agency located at 255 Executive Drive, Plainview, New York, United States. We prioritize building long-term relationships based on trust with our customers, insurance carriers, and employees.

Insurance Agency
Details
#22

AXA Advisors, LLC

● Open
1 Dupont St #101, Plainview, NY 11803, United States
631-385-5234
craig-silverman.com

AXA Advisors, LLC is a finance institution located at 1 Dupont Street in Plainview, New York, United States.

Financial Service
Details
#23

ARCAP Partners

● Closed
Nassau County, 111 Express St, Plainview, NY 11803, United States
516-277-8350
arcapfo.com

ARCAP Partners is a wealth management institution located at 111 Express Street in Plainview, New York, United States.

Details
#24

PASSKOFF HANNICK & DEFILIPPIS LLP

● Closed
255 Executive Dr # 105, Plainview, NY 11803, United States
516-576-7050
phdcpas.com

PASSKOFF HANNICK & DEFILIPPIS LLP is a reputable accounting and finance firm located at 255 Executive Drive in Plainview, New York.

Photo of PASSKOFF HANNICK & DEFILIPPIS LLP - 255 Executive Drive, Plainview, NY 11803 Photo of PASSKOFF HANNICK & DEFILIPPIS LLP - 255 Executive Drive, Plainview, NY 11803
Accounting Service Financial Service
Details
#25

Steven Schiebelhuth - Raymond James

● Open
255 Executive Dr #100, Plainview, NY 11803, United States
516-470-6100
raymondjames.com

Steven Schiebelhuth - Raymond James is a reputable finance institution located at 255 Executive Drive, Plainview, New York, United States.

Financial Service
Details
#26

Garfinkel CPA, PC

● Open
255 Executive Dr # 310, Plainview, NY 11803, United States
516-870-0385
garfinkelcpa.com

Garfinkel CPA, PC is a reputable accounting and finance institution located at 255 Executive Drive in Plainview, New York, United States.

Accounting Service Financial Service
Details
#27

Stephen H Sternlieb CPA

● Open
1120 Old Country Rd #307, Plainview, NY 11803, United States
516-937-5231
ssternliebcpa.com

Stephen H Sternlieb CPA is a reputable accounting and finance institution located at 1120 Old Country Road in Plainview, New York, United States.

Accounting Service Financial Service
Details
#28

Krystal Tax LLC

● Closed
Harcourt Rd, Plainview, NY 11803, United States
516-835-6635
krystaltax.com

Krystal Tax LLC is a reputable accounting and finance institution located on Harcourt Road in Plainview, New York, United States. With a team of experienced professionals, they provide expert tax services and financial advice to individuals and businesses.

Photo of Krystal Tax LLC - Harcourt Road, Plainview, NY 11803
Accounting Service Financial Service
Details
#29

Robert J. Futerman CPA PC

● Closed
202 Newtown Rd, Plainview, NY 11803, United States
516-933-3470

Robert J. Futerman CPA PC is a well-established accounting and finance institution located at 202 Newtown Road in Plainview, New York, United States.

Accounting Service Financial Service
Details
#30

Tender-Lee Care Money Management, LLC

● Open
329 S Oyster Bay Rd #501, Plainview, NY 11803, United States
516-324-9893
tlcmservice.com

Tender-Lee Care Money Management, LLC is a reputable accounting and finance institution located at 329 South Oyster Bay Road, Plainview, New York, United States.

Accounting Service Financial Service
Details
  • 1
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