TOP 30 Best Financial wellness in Jericho, New York
57 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
- Ireland
-
Premier Financial Network
● OpenPremier Financial Network is a leading finance institution located at 545 East Jericho Turnpike in Huntington Station, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Premier Financial Network is here to help. Trust us to help you achieve your financial goals and secure your future.
545 E Jericho Turnpike, Huntington Station, NY 11746, United StatesAdvertisements -
CERTIFIED FINANCIAL PLANNER™ - Retirement Planning - Nicholas T. Pititto, CFP® - Prudential Financial
● OpenThe CERTIFIED FINANCIAL PLANNER™ at Prudential Financial, Nicholas T. Pititto, CFP®, located at 1772 East Jericho Turnpike in Huntington, New York, offers expert retirement planning services. As a trusted professional in the finance industry, Nicholas T. Pititto, CFP® is dedicated to helping clients achieve their financial goals for retirement. Whether you are looking to invest, save, or plan for your future, this local government office provides personalized guidance and strategies to secure your financial well-being. Trust in Nicholas T. Pititto, CFP® at Prudential Financial for all your retirement planning needs.
-
Albertoni Fleurant: Primerica - Financial Services
● OpenAlbertoni Fleurant: Primerica - Financial Services is a reputable finance and insurance agency located at 251-73 Jericho Turnpike in New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. From retirement planning to investment strategies, they provide personalized solutions to meet the unique needs of each client. Trust Albertoni Fleurant: Primerica - Financial Services to provide expert guidance and support in navigating the complexities of the financial world.
-
Magaly A Padilla: Primerica - Financial Services
● OpenMagaly A Padilla: Primerica - Financial Services is a reputable finance and insurance agency located at 251-73 Jericho Turnpike in New York, United States. With a focus on providing top-notch financial services, they offer a range of products and solutions to help individuals and families secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Magaly A Padilla and her team are dedicated to helping clients achieve their financial goals. Trustworthy and experienced, they are committed to providing personalized service and expert guidance to ensure their clients' financial well-being.
Advertisements -
Jovia Financial Credit Union
● OpenWelcome to Jovia Financial Credit Union, your trusted partner in banking and financial services, conveniently located at 721 East Jericho Turnpike, Huntington Station, New York. At Jovia, we are committed to providing our community with exceptional financial solutions tailored to meet your unique needs. Whether you're looking to open a savings account, apply for a loan, or simply need access to an ATM, our friendly and knowledgeable team is here to assist you every step of the way. As a member-focused credit union, we offer a wide range of services designed to help you achieve your financial goals, including competitive rates, flexible loan options, and personalized financial advice. With a strong emphasis on community and trust, Jovia Financial Credit Union is dedicated to ensuring your financial well-being and success.
-
Charles Crystal, CFP - UBS Financial Services Inc.
● OpenCharles Crystal, CFP - UBS Financial Services Inc. is a leading finance institution located at One Jericho Plaza in Jericho, New York, United States. With a team of experienced financial advisors led by Charles Crystal, a Certified Financial Planner, the institution offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Charles Crystal and his team are dedicated to providing personalized and comprehensive financial solutions. Trust in Charles Crystal, CFP - UBS Financial Services Inc. for all your financial needs.
-
SBS Wealth Consulting - UBS Financial Services Inc.
● OpenSBS Wealth Consulting - UBS Financial Services Inc. is a leading financial institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in wealth management and financial consulting, our team of experts provides personalized solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, we offer a range of services including investment management, retirement planning, and estate planning. Trust SBS Wealth Consulting - UBS Financial Services Inc. to provide you with the guidance and expertise needed to secure your financial future.
Advertisements -
Michael H. Meyers - RBC Wealth Management Financial Advisor
● OpenMichael H. Meyers - RBC Wealth Management Financial Advisor is a prestigious financial institution located at 1 Jericho Plaza in Jericho, New York, United States. As a trusted financial advisor, Michael H. Meyers provides expert wealth management services to help clients achieve their financial goals. With a strong focus on personalized financial planning and investment strategies, clients can trust in the expertise and professionalism of Michael H. Meyers and his team. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Michael H. Meyers - RBC Wealth Management Financial Advisor is dedicated to helping you secure a prosperous financial future.
-
Gerard Simonelli - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGerard Simonelli - Financial Advisor at Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, United States, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Gerard Simonelli is well-equipped to assist individuals with their asset management, retirement planning, estate planning, investment strategies, and insurance needs. Whether you are a retiree, small business owner, high net worth client, or in need of specialized financial planning for domestic partnerships or military personnel, Gerard Simonelli can provide tailored solutions to meet your financial goals. With a commitment to ethics and ongoing education, Gerard Simonelli ensures that clients receive the highest level of professional service and expertise in the field of finance. Contact Gerard Simonelli today for comprehensive and personalized financial advice and planning.
-
Merrill Lynch Financial Advisor Jacob Flikshteyn
● OpenMerrill Lynch Financial Advisor Jacob Flikshteyn, located at 100 Jericho Quadrangle in Jericho, New York, offers personalized financial advice and guidance to help individuals and families pursue their financial goals. The institution, part of The Leiman Group, values teamwork and involvement to provide access to global investment capabilities and banking convenience through Bank of America. The advisors at Merrill believe in building strong client relationships based on trust and personalized service. By understanding your priorities, risk tolerance, and financial goals, the team works with you to develop a personalized plan that evolves over time to reflect changes in your life and the financial markets. As a client, you can expect transparency on potential risks and opportunities, as well as ongoing support to ensure your strategy stays on track. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Jacob Flikshteyn is committed to helping you achieve your goals with a customized investment approach centered on your needs and aspirations.
100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753, United StatesAdvertisements -
Bill Tassey - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBill Tassey is a Financial Advisor at Ameriprise Financial Services, LLC located at 500 North Broadway, Jericho, New York, United States. Bill 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, estate planning, investment strategies, retirement planning, and more. Bill is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
-
Ameriprise Financial
● OpenAmeriprise Financial is a finance institution located at 5036 Jericho Turnpike in Commack, New York, United States. Each Ameriprise advisor has their own "Top areas of focus" which can help align with your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that best suits your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will then reach out to schedule a complimentary initial consultation.
-
John Campbell - UBS Financial Services Inc.
● OpenJohn Campbell - UBS Financial Services Inc. is a reputable finance institution located at One Jericho Plaza in Jericho, New York, United States. With a strong focus on providing top-notch financial services, the institution is committed to helping clients achieve their financial goals and secure their financial future. The team at John Campbell - UBS Financial Services Inc. is highly experienced and knowledgeable in various aspects of finance, ensuring that clients receive personalized and expert advice to meet their unique financial needs. Whether you are looking for investment advice, wealth management services, or retirement planning, John Campbell - UBS Financial Services Inc. is dedicated to providing you with the best solutions to help you reach your financial objectives.
Advertisements -
Pete Mathison - State Farm Insurance Agent
● OpenPete Mathison - State Farm Insurance Agent is a reputable insurance agency located at 1110 Jericho Turnpike, New Hyde Park, New York, United States. Specializing in health and insurance services, the agency serves customers in Nassau and Suffolk counties, the 5 Boroughs of New York, as well as New Jersey, and Pennsylvania. With over 25 years of experience, Pete Mathison and his team provide reliable insurance solutions tailored to meet the needs of individuals and small business owners. The agency offers a wide range of insurance policies including auto, home, life, health, commercial auto, fire, workers’ compensation, business liability, and commercial liability insurance. They also provide financial planning services to help customers achieve their goals and secure their future. Pete Mathison is a second-generation State Farm Agent who is actively involved in the Long Island community, supporting local teams and charities.
-
Dr. Christopher Amen
● ClosedWelcome to the offices of Dr. Christopher Amen, conveniently located at 994 West Jericho Turnpike, Smithtown, New York. We specialize in providing state-of-the-art and personalized healthcare solutions to meet your unique needs. Our practice, in collaboration with Dr. Timothy Groth, is dedicated to transforming lives through advanced spinal stimulation, multidisciplinary pain management, and chiropractic care. At Dr. Amen's office, we understand the urgency of pain relief and the importance of improving your quality of life. Our team is committed to delivering the highest quality of care with a focus on a comfortable and compassionate patient experience. We are fully equipped to perform advanced procedures right in our office, ensuring you get the care you need without unnecessary delays.
994 West Jericho Turnpike, Smithtown, New York 11787, United States -
Christopher Tompkins - Attorney At Law
● OpenWelcome to Christopher Tompkins - Attorney At Law Located at 225 Broadway, Suite 700, in the heart of Manhattan, New York, the Law Office of Christopher Tompkins specializes in legal name change services for both adults and minors. With over 18 years of dedicated experience in New York State law, Mr. Tompkins is committed to providing thorough and compassionate legal assistance for those seeking a name change for personal, religious, family-related, or professional reasons.
Advertisements -
Intelligent Fitness
● OpenWelcome to Intelligent Fitness: Your Premier Fitness Boutique in Long Island Located at 3012a Jericho Turnpike, East Northport, New York, Intelligent Fitness is your go-to destination for achieving a healthier, fitter lifestyle. As Long Island’s original Fitness Boutique Gym, we pride ourselves on offering personalized fitness solutions designed to enhance your overall quality of life. Founded in 2001 by the dynamic husband-and-wife team, Phil Sottile and Stacey Lerman, Intelligent Fitness brings nearly 50 years of combined experience in health, fitness, and wellness to the community.
3012a Jericho Turnpike, East Northport, New York 11731, United States -
Monica Murphy - State Farm Insurance Agent
● OpenMonica Murphy State Farm Insurance Agent is an insurance agency located at 1985 New York Avenue in Huntington Station, New York. Our experienced team is dedicated to helping you with your auto insurance needs, as well as providing personalized insurance options for your home, life, pets, motorcycles, and boats. Our trilingual team can assist you in English, Spanish, and Portuguese, and we have over three decades of collective insurance experience. We are located just 4 blocks north of Jericho Tpke, near 7-11 and Sherwin Williams. While we are unable to process online auto quotes at this time, please call our office for assistance. Our goal is to help protect your family and possessions while providing excellent coverage and personalized service. Whether you're looking for auto insurance for sunny road trips or home insurance to safeguard your sanctuary, we have you covered.
-
Dix Hills Animal Hospital
● OpenDix Hills Animal Hospital, located at 1166 East Jericho Turnpike in Huntington, New York, is a top-notch veterinary care facility dedicated to providing compassionate and professional services for your beloved pets. Our experienced veterinarians and support staff are committed to ensuring the health and well-being of your furry companions. Our state-of-the-art animal hospital offers a wide range of services, including preventative care, diagnostics, surgery, dental care, and more. We strive to make sure you and your pet feel comfortable and welcome during your visit, and our team is always available to answer any questions or address any concerns you may have.
1166 E Jericho Turnpike, Huntington, NY 11743, United StatesAdvertisements -
Suffolk Credit Union
● OpenWelcome to Suffolk Credit Union, your trusted financial partner located at 6150 Jericho Turnpike, Commack, New York. As a member-focused financial institution, we are dedicated to providing exceptional banking services tailored to meet your individual needs. Whether you're looking to open a savings account, apply for a loan, or simply manage your finances, our experienced team is here to assist you every step of the way. At Suffolk Credit Union, we offer a comprehensive range of financial solutions, including personal and business banking, competitive loan rates, and convenient ATM services. Our commitment to innovation means you can enjoy seamless online and mobile banking, making it easier than ever to access your accounts anytime, anywhere.
-
Gold Coast Jewelry & Pawn
● OpenGold Coast Jewelry & Pawn, located at 1786 East Jericho Turnpike in Huntington, New York, is not your average pawn shop. Voted the “Best Pawn Shop on Long Island” by the Long Island Press, we offer fine jewelry, luxury watches, and collateral loans in an upscale and high-end setting. Whether you're looking to sell gold, pawn a luxury watch, or get an instant cash loan without a credit check, Gold Coast is the place to go. We offer top dollar for precious metals and quality items, making it easy for you to get the cash you need.
-
King Kullen
● OpenKing Kullen is a one-stop destination for all your grocery and shopping needs located at 275 West Jericho Turnpike in Huntington Station, New York. This institution offers a wide range of services including ATM access, a bakery, financial services, a florist, various food options, and a supermarket with a diverse selection of products. Whether you're looking to grab a quick bite to eat, stock up on groceries, or take care of your banking needs, King Kullen has you covered. Visit us today and experience convenience and quality all in one place.
Advertisements -
Frank Iryami - Raymond James
● OpenFrank 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.
-
Charles Schwab
● OpenCharles Schwab is a renowned finance institution located at 50 West Jericho Turnpike in Huntington Station, New York, United States. With a strong reputation for providing a wide range of financial services and products, Charles Schwab is a trusted name in the industry. From investment management to retirement planning, Charles Schwab offers expert guidance and personalized solutions to help individuals achieve their financial goals. Whether you are a seasoned investor or just starting out, Charles Schwab is committed to providing top-notch service and support to help you navigate the complexities of the financial world.
-
Opal Wealth Advisors
● OpenOpal Wealth Advisors is a finance institution located at 2 Jericho Plaza in Jericho, New York, United States. Our mission is to help you take control of your finances and achieve the life you've always wanted. We understand that dealing with finances can be overwhelming, which is why we provide personalized attention to simplify the complexity and help you grow your wealth. By partnering with Opal, you can turn your financial goals into triumphs through our Opal Way process. We offer resources to help you pursue a winning financial plan, save time, build wealth, and gain peace of mind. Our highly personalized approach is constantly evolving to meet your individual lifestyle needs, with additional resources available for pre-retirees, women, and entrepreneurs through our "OPAL " program.
Advertisements -
B. Riley Wealth Tax Services - Mineola, NY
● OpenB. Riley Wealth Tax Services in Mineola, NY, located at 181 East Jericho Turnpike, offers expert tax services for individuals and businesses. Our team of professionals can help you minimize tax liabilities and navigate the complexities of tax season and beyond. With a focus on comprehensive financial strategies, our tax professionals are well-versed in the latest tax law changes for the 2023 tax year. Whether you need assistance with your tax return or a total tax management plan, our dedicated team can provide the expertise needed to help you keep more of what you earn and grow your net worth over time. We also offer guidance on important changes impacting companies, such as the new beneficial ownership information reporting requirement.
-
Richard Simon CPA LLC
● OpenRichard 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.
-
Rynkar, Vail & Barrett LLP
● OpenRynkar, Vail & Barrett LLP is a well-established accounting and finance institution located at 22 Jericho Turnpike in Mineola, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and consulting. Their dedication to excellence and commitment to client satisfaction sets them apart in the industry. Whether you are a small business owner or an individual seeking financial advice, Rynkar, Vail & Barrett LLP is the trusted partner you can rely on for all your accounting and finance needs.
Advertisements -
Cogliano and Sons
● OpenCogliano and Sons is a reputable accounting and finance institution located at 390 North Broadway, Jericho, New York, United States. Specializing in tax preparation and financial services for individuals and businesses, the team at Cogliano and Sons is dedicated to helping clients minimize their tax liability and navigate complex tax issues. With years of experience in dealing with IRS audits, the institution offers expert representation to ensure clients are properly supported when facing tax authorities. As a trusted business partner, Cogliano and Sons provides a range of services including income tax preparation, IRS and NY audit representation, payroll reporting, QuickBooks® setup and training, and more. The team at Cogliano and Sons believes in the value of relationships and views each client as a partner, offering personalized attention and advanced financial expertise.
-
Resnik & Oppenheim CPAs PLLC
● OpenResnik & Oppenheim CPAs PLLC is a well-established accounting and finance institution located at 350 Jericho Turnpike in Jericho, New York, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their dedication to providing high-quality and personalized service to their clients sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Resnik & Oppenheim CPAs PLLC is here to help you achieve your financial goals.
Nearby cities:
- Brooklyn
- Queens
- New York
- Bronx
- Buffalo
- Staten Island
- Rochester
- Syracuse
- Albany
- Yonkers
- White Plains
- Binghamton
- Niagara Falls
- Utica
- Poughkeepsie
- Schenectady
- Watertown
- New Rochelle
- Williamsville
- Middletown
- Lockport
- Huntington
- Smithtown
- Bay Shore
- Newburgh
- Hamburg
- Cheektowaga
- Troy
- Orchard Park
- Riverhead
- Mount Vernon
- Garden City
- Jamestown
- Commack
- Scarsdale
- Tonawanda
- Kingston
- Amherst
- Clifton Park
- Hauppauge
- Plattsburgh
- Huntington Station
- Melville
- Spring Valley
- Latham
- West Seneca
- Great Neck
- Oneonta
- Patchogue
- Hicksville
- Lindenhurst
- Valley Stream
- Deer Park
- East Syracuse
People also searched for:
- Life Insurance Companies in Jericho
- Financial Consulting in Jericho
- Financial Advisor in Jericho
- Tax Advisor in Jericho
- Tax Consultant in Jericho
- Car Insurance Companies in Jericho
- Health Insurance Companies in Jericho
- Home Insurance Companies in Jericho
- Payday Loans in Jericho
- Tax Preparation Services in Jericho
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos