TOP 30 Best Individual financial planning services in Lindenhurst, New York

Lindenhurst CPA PLLC is a professional accounting and finance institution located at 63 Farmers Avenue in Lindenhurst, New York. Our team of experienced certified public accountants provides a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, our dedicated staff is here to assist you every step of the way. Trust Lindenhurst CPA PLLC for all your accounting and finance needs.

Edward Jones - Financial Advisor: Vince Perrotta, AAMS™|CRPC™ is a reputable financial institution located at 183 South Wellwood Avenue in Lindenhurst, New York, United States. Specializing in finance, Vince Perrotta offers expert advice and personalized financial planning services to help clients achieve their financial goals. With certifications as an AAMS™ and CRPC™, clients can trust in his expertise and commitment to providing top-notch financial guidance. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Vince Perrotta at Edward Jones is dedicated to helping you make informed decisions and secure your financial future.

Julio's IncomeTax Services is a reputable accounting and finance institution located at 411-B 40th Street in Lindenhurst, New York. With a team of experienced professionals, we provide expert tax preparation and financial services to individuals and businesses in the area. Our goal is to help our clients navigate the complexities of tax laws and maximize their financial well-being. Trust Julio's IncomeTax Services for all your accounting and finance needs in Lindenhurst, New York.

The Tax & Financial Center is a reputable accounting and finance institution located at 940 New York 109 in Lindenhurst, New York, United States. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and bookkeeping. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Whether you are an individual or a business owner, The Tax & Financial Center is here to support you every step of the way. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

The Tax Office of Lindenhurst is a reputable accounting and finance institution located at 220 North Wellwood Avenue in Lindenhurst, New York. Our experienced professionals provide expert tax services to individuals and businesses in the area. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or filing, our dedicated team is here to help you achieve your financial goals. Visit us today to experience our personalized service and expertise in all aspects of taxation.

Global Planning Consultants is a leading insurance agency located at 805 Albin Avenue in Lindenhurst, New York. Our team of experienced consultants provides expert guidance and personalized planning to help individuals and businesses secure their financial future. From life insurance and health insurance to retirement planning and investment strategies, we offer a wide range of services to meet our clients' needs. Trust Global Planning Consultants to provide you with the protection and peace of mind you deserve. Contact us today to schedule a consultation.

Marguerite Danaher is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 175 South Wellwood Avenue, Lindenhurst, New York, United States. Marguerite 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 Marguerite's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various individuals, including retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Marguerite is dedicated to providing comprehensive and tailored financial advice to her clients."

Kingsview Partners Wealth Management, led by experienced Financial Planner Bill Koehler, is a trusted institution located at 138 South 1st Street in Lindenhurst, New York, United States. Specializing in finance, Kingsview Partners provides comprehensive wealth management services to help clients achieve their financial goals. With a personalized approach and a commitment to excellence, Bill Koehler and his team strive to provide expert financial planning and investment advice tailored to each individual's needs. Trust Kingsview Partners Wealth Management to guide you towards a secure financial future.

J & M Tax Services Inc is a reputable accounting and finance institution located at 152 West Hoffman Avenue in Lindenhurst, New York, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, J & M Tax Services Inc is dedicated to providing personalized and reliable assistance. Trust them to handle all your financial needs with expertise and professionalism.

Eb&a Accounting & Tax Services is a reputable institution located at 139 North Wellwood Avenue in Lindenhurst, New York, United States. Specializing in accounting and finance services, they provide expert guidance and support to individuals and businesses alike. With a team of experienced professionals, Eb&a Accounting & Tax Services offers a wide range of services including tax preparation, bookkeeping, financial planning, and more. Clients can trust in their expertise and dedication to helping them achieve their financial goals. Visit them today to see how they can help you with your accounting and tax needs.

Tax Preparation Services is a professional finance institution located at 152 West Hoffman Avenue in Lindenhurst, New York, United States. Our team of experienced tax professionals is dedicated to helping individuals and businesses navigate the complex world of taxes. Whether you need assistance with filing your annual tax return, maximizing deductions, or resolving tax issues, our experts are here to provide personalized and reliable service. Trust Tax Preparation Services to ensure that your taxes are prepared accurately and efficiently, giving you peace of mind during tax season.

Welcome to Sovereign Financial, your trusted partner in navigating the complex world of insurance since 2005. Located at 805 Albin Avenue, Lindenhurst, New York, we are proud to serve families, individuals, and businesses throughout the community. As an independent insurance agency, our loyalty lies with you, not the carriers, ensuring that your needs and interests are our top priority. Founded by George V. Caravousanos, Sovereign Financial has established itself as a premier insurance agency specializing in a wide range of services, including Employee Benefits, Health, Group Health, Dental, Vision, and Medicare. Whether you're seeking coverage for Employee Benefits, Small or Large Group Health Insurance, Individual Health Insurance, or Medicare, we are dedicated to providing you with competitive quotes that maximize your savings and benefits.

Welcome to Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management. Located at 175 South Wellwood Avenue, Lindenhurst, New York, our practice is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Robert Gargiulo is a highly qualified financial advisor, holding numerous certifications that reflect a deep commitment to excellence and ethical standards in the finance industry. With credentials such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is equipped to address a wide range of financial planning needs, from investment strategies and asset allocation to estate planning and risk management.

LAF Advisers is a reputable insurance agency located at 125A South Wellwood Avenue in Lindenhurst, New York. Our team of experienced advisers is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you navigate the complexities of the insurance industry and find the coverage that best fits your needs. Trust LAF Advisers to protect what matters most to you.

Luis Hernandez - State Farm Insurance Agent is a reputable insurance agency located at 186 South 1st Street in Lindenhurst, New York. Owned by Luis Hernandez, who has extensive experience in the insurance industry, the agency offers a wide range of insurance and financial services to clients in Lindenhurst and surrounding areas. The team at Luis Hernandez State Farm Insurance is dedicated to providing personalized and comprehensive assistance to policyholders seeking various types of insurance coverage, including Auto, Home, Renters, Life, Pet, and Commercial Insurance. The agency's mission is to help individuals manage risks, recover from unexpected events, and achieve their financial goals. With a focus on exceptional customer service, the team at Luis Hernandez State Farm Insurance is committed to meeting the needs of their clients and ensuring they are well-protected. Contact the agency today to discuss your insurance options and receive expert advice from a knowledgeable team of professionals.

Thomas J. Sant: Allstate Insurance is a reputable insurance agency located at 7 West Hoffman Avenue in Lindenhurst, New York. With a strong commitment to providing top-notch insurance products and exceptional customer service, this agency is dedicated to helping individuals and families protect what matters most. Whether you are looking for auto, home, life, or business insurance, the knowledgeable agents at Thomas J. Sant: Allstate Insurance are here to assist you every step of the way. Trustworthy, reliable, and experienced, this agency is a trusted choice for all your insurance needs in the Lindenhurst area.

Maria Zinerco: Allstate Insurance is a reputable insurance agency located at 773 North Wellwood Avenue in Lindenhurst, New York. With a focus on providing top-quality insurance products and exceptional customer service, Maria Zinerco and her team are dedicated to helping clients find the right coverage to protect their assets and loved ones. Whether you are in need of auto, home, life, or business insurance, Maria Zinerco: Allstate Insurance is committed to offering personalized solutions tailored to your specific needs. Contact them today to discuss your insurance options and secure peace of mind for the future.

H&R Block is a renowned accounting and finance institution located at 610 North Wellwood Avenue in Lindenhurst, New York, United States. With a team of expert financial professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, and financial consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services tailored to meet your specific needs. Visit us today to experience the expertise and professionalism that sets us apart in the field of accounting and finance.

Straight Tax is a virtual accounting and finance institution located at 192 West Sunrise Highway, Lindenhurst, New York, United States. No need to worry about scheduling conflicts or long wait times, as we offer convenient virtual services for all your tax and financial needs. Our team of experts is dedicated to ensuring accurate and thorough tax returns, making your financial well-being our top priority. From tax assistance to business advisory services, we provide personalized virtual solutions for individuals, freelancers, entrepreneurs, and small businesses. Our efficient and innovative approach to virtual taxation and financial services guarantees remarkable outcomes for every client. With Straight Tax, you can file your taxes confidently and conveniently from anywhere, at any time. Our satisfied clients rave about our professionalism and knowledge, making us their go-to tax preparation service year after year. Trust Straight Tax to handle all your tax and financial needs with expertise and care.

Xpress Tax & Multiservices, LLC is a reputable accounting and finance institution located at 116 West Sunrise Highway in Lindenhurst, New York. Our team of professionals is dedicated to providing top-notch tax preparation, financial planning, and other related services to individuals and businesses in the area. With our expertise and personalized approach, we strive to help our clients achieve their financial goals and maximize their returns. Visit us today to experience the difference that Xpress Tax & Multiservices, LLC can make for your financial future.

Danaher Wealth Management is a premier financial institution located at 175 South Wellwood Avenue in Lindenhurst, New York. Specializing in finance, our team of experienced professionals provides expert wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Danaher Wealth Management is dedicated to providing personalized solutions tailored to your individual needs. Trust us to guide you towards financial success and security.

Accounting Matrix Limited is a reputable accounting and finance institution located at 12 West Sunrise Highway in Lindenhurst, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, payroll processing, and financial consulting. Their commitment to accuracy, efficiency, and personalized service sets them apart in the industry. Whether you are an individual or a business, Accounting Matrix Limited is dedicated to helping you achieve your financial goals.

Michael J. Angerhauser, CPA PLLC is a reputable accounting and finance institution located at 220 North Wellwood Avenue in Lindenhurst, New York. As a certified public accountant, Michael J. Angerhauser offers a wide range of financial services to individuals and businesses in the local area. With years of experience in the field, clients can trust in the expertise and professionalism of the team at this local government office. Whether you need assistance with tax preparation, financial planning, or other accounting services, Michael J. Angerhauser, CPA PLLC is dedicated to providing top-notch service to meet your needs.

HF Wrieth Insurance Agency is a reputable insurance agency located at 368 South Wellwood Avenue in Lindenhurst, New York. With a strong commitment to providing personalized and comprehensive insurance solutions, they offer a wide range of coverage options to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, their experienced team of agents is dedicated to helping you find the right policy at the best possible price. Trust HF Wrieth Insurance Agency to protect what matters most to you.

Cardullo Vincent is a reputable accounting and finance institution located at 940 New York 109, Lindenhurst, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their commitment to providing personalized solutions tailored to each client's unique needs sets them apart in the industry. Whether you are an individual or a business looking for expert financial guidance, Cardullo Vincent is a trusted partner you can rely on.

Matthew Tsombanis, CPA, P.C. is a reputable accounting and finance institution located at 152 North Wellwood Avenue in Lindenhurst, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to excellence and commitment to client satisfaction have made them a trusted partner for individuals and businesses seeking expert financial guidance. Whether you need assistance with your personal finances or help managing your company's accounting needs, Matthew Tsombanis, CPA, P.C. is here to help.

Ira Kaplan CPA is a reputable accounting and finance institution located at 101 North Wellwood Avenue in Lindenhurst, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Clients can trust Ira Kaplan CPA for accurate and reliable financial solutions tailored to their individual needs.

Arena James CPA is a reputable accounting and finance institution located at 138 South 1st Street in Lindenhurst, New York, United States. With a team of experienced CPAs, they offer a wide range of services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, bookkeeping, or financial planning, Arena James CPA is dedicated to providing top-notch services to their clients. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.

Allers & Dawson Accountants Pc is a reputable accounting and finance institution located at 544 South Wellwood Avenue in Lindenhurst, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, Allers & Dawson Accountants Pc is dedicated to providing top-notch financial solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, they are the go-to choice for all your accounting and finance needs in the Lindenhurst area.

Lou Ciciliato, CPA PC is a reputable accounting and finance institution located at 1020 North Monroe Avenue in Lindenhurst, New York. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and auditing. Clients can trust in their expertise and dedication to helping individuals and businesses with their financial needs. Whether you need assistance with tax compliance or strategic financial planning, Lou Ciciliato, CPA PC is the institution to turn to for reliable and professional service.