The 30 Best Holistic financial approach in Westbury, New York

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Proto Financial is a finance institution located at 1025 Old Country Road, Westbury, New York, United States. We offer finance solutions customized to meet your business needs, with a focus on helping small business owners across the U.S. in various industries. Our streamlined paperless application process and quick funding decisions based on actual business performance make financing easy and efficient. With the best financial technology in alternative lending, funds can be deposited in as little as 24 hours following approval. Our dedicated funding officers are here to assist you from the initial application to future funding needs. We strive to build lasting relationships with our clients and are committed to positioning your business for success. Whether you are looking for a merchant cash advance or an SBA 7(a) loan, Proto Financial is here to help you unleash your business potential and fuel your success.

Christopher Zarra is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States. Christopher Zarra holds various certifications including 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 Christopher Zarra's expertise in asset management, estate planning, retirement planning, investment management, and more. Contact Christopher Zarra for comprehensive financial advice tailored to your individual needs.

Statera Wealth Solutions, located at 25 Carle Road in Westbury, New York, is a finance institution that is dedicated to empowering clients towards optimal Financial Balance®. By changing the conversation about personal finance, Statera Wealth Solutions brings clarity and honesty to the table. Their unique approach focuses on a macro-economic philosophy that provides a holistic view of your entire financial landscape, making it easier to have authentic conversations about financial strategies. Unlike traditional financial institutions, Statera Wealth Solutions offers a personalized financial model built exclusively for each client. By eliminating opinion, bias, and hype, clients gain a different perspective on their financial path. The institution focuses on the four critical areas of financial importance: Protection, Assets, Liabilities, and Cash Flow, setting them apart from mass prescribed financial guidance.