Individual investment solutions in Long Beach, New York
22 results found
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The First National Bank of Long Island
Welcome to The First National Bank of Long Island, your trusted partner in banking and finance, located at 159-14 Cross Bay Boulevard, Queens, New York 11414. Serving the vibrant community of Howard Beach since 2015, our branch is expertly managed by Vice President Joseph Gueli. We are proud to offer a comprehensive range of financial services designed to meet the diverse needs of both businesses and consumers across Long Island and New York City. At First National Bank LI, we are committed to delivering extraordinary service and a “Customer First” banking experience. Our extensive suite of products includes lending, deposit, investment, and digital solutions tailored for small to middle-market businesses, professional service firms, not-for-profits, municipalities, and individual consumers. Whether you’re looking for Commercial Banking, Business Banking, Community Banking, or Consumer Banking, we have the expertise to help you achieve your financial goals.
Point 32 Investment Partners
Welcome to Point 32 Investment Partners, your trusted financial advisory firm located in the heart of Westhampton Beach, New York. Situated at 115 Main Street, we are committed to providing personalized investment strategies and financial solutions tailored to meet your unique needs. Our team of experienced professionals specializes in a wide range of financial services, including wealth management, retirement planning, and portfolio diversification. At Point 32 Investment Partners, we prioritize building long-term relationships with our clients, ensuring that your financial goals are aligned with your life's ambitions. Visit us today to discover how we can help you navigate the complexities of the financial world with confidence and clarity.
The First National Bank of Long Island ATM
Welcome to The First National Bank of Long Island ATM, conveniently located at 159-14 Cross Bay Boulevard, Queens, New York 11414. As a trusted financial institution, we are committed to serving the diverse financial needs of our community, both locally in Queens and throughout Long Island and New York City. Our Howard Beach Branch, established in 2015, is under the expert leadership of Vice President Joseph Gueli. Here at First National Bank LI, we pride ourselves on offering a comprehensive range of financial services tailored to both business and consumer needs. From Commercial and Business Banking to Consumer and Retail Banking, we provide a broad suite of solutions including lending, deposit, investment, and digital products.
H&R Block
H&R Block is a well-known accounting and finance institution located at 3446A Long Beach Road in Oceanside, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for help with your personal finances or a business in need of accounting assistance, H&R Block is dedicated to providing top-notch services to meet your needs. Visit their office today for expert financial guidance and support.
Perrotto Private Wealth
Perrotto Private Wealth is a prestigious finance institution located at 156-25 95th Street in New York, United States. With a focus on providing personalized wealth management services, Perrotto Private Wealth is dedicated to helping individuals and families achieve their financial goals. Their team of experienced professionals offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax strategies. Clients can trust Perrotto Private Wealth to provide expert guidance and support in navigating the complexities of the financial world, ensuring a secure and prosperous future.
Hamptons Luxury Design + Construction
Welcome to Hamptons Luxury Design Construction Located at 53 Hill Street, Southampton, New York, Hamptons Luxury Design Construction is your premier partner in crafting extraordinary luxury residences. Our reputation is built on a foundation of superior design, exceptional craftsmanship, and a steadfast commitment to client satisfaction. As pioneers in the luxury home market, we blend contemporary sophistication with the timeless charm of the Hamptons to create homes that are as unique as they are beautiful.
Robcyn Associates LLC
Welcome to Robcyn Associates LLC, your trusted partner in accounting and finance, located in the heart of Westhampton Beach, New York. Situated at 120 Mill Road, our firm is dedicated to providing top-notch financial services to individuals and businesses alike. At Robcyn Associates LLC, we understand the complexities of financial management and are committed to delivering personalized solutions tailored to meet your unique needs. Our team of experienced professionals offers a comprehensive range of services, including bookkeeping, tax preparation, financial planning, and business consulting. We pride ourselves on building long-lasting relationships with our clients through transparency, integrity, and a commitment to excellence. Whether you're looking to streamline your personal finances or enhance your business's financial performance, Robcyn Associates LLC is here to help you achieve your goals. Visit us today and discover how we can assist you in navigating the financial landscape with confidence and ease.
Cross County Savings Bank
Welcome to Cross County Savings Bank, your trusted financial partner located at 455 Beach 129th Street, Queens, New York 11694. As a community-focused financial institution, we are dedicated to providing exceptional banking services tailored to meet your individual and business needs. Whether you're looking for a reliable ATM for quick transactions or comprehensive financial solutions, our team of experienced professionals is here to assist you every step of the way. We pride ourselves on building long-lasting relationships with our customers, offering personalized service, competitive rates, and innovative banking products. Visit us today and discover how Cross County Savings Bank can help you achieve your financial goals with confidence and security.
PeterAlcarese CFP, LLC
PeterAlcarese CFP, LLC is a reputable accounting and finance institution located in New York, United States. With a team of skilled professionals led by Certified Financial Planner Peter Alcarese, the institution offers a wide range of financial services including tax preparation, investment management, retirement planning, and estate planning. Known for their personalized approach and commitment to helping clients achieve their financial goals, PeterAlcarese CFP, LLC is a trusted partner for individuals and businesses seeking expert financial advice.
Rock East Funding
Rock East Funding is a leading finance institution located at 670 Long Beach Boulevard in Long Beach, New York, United States. We specialize in providing funding solutions for businesses and individuals looking to grow and expand their financial horizons. With a team of experienced professionals and a commitment to exceptional customer service, we strive to help our clients achieve their financial goals. Whether you are looking for a loan, investment opportunities, or financial advice, Rock East Funding is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial objectives.
Bank of America Financial Center
The Bank of America Financial Center located at 52 East Park Avenue in Long Beach, New York, offers a wide range of banking and financial services to individuals and businesses. Whether you need assistance with checking and savings accounts, loans, investments, or wealth management, our knowledgeable staff is here to help. With convenient hours and a convenient location, the Bank of America Financial Center is committed to providing top-notch customer service and financial solutions to meet your needs. Visit us today to see how we can help you achieve your financial goals.
Bright Bay Advisors LLC
Bright Bay Advisors LLC is a finance institution located at 232 West Bay Drive in Long Beach, New York. Our team of experienced financial advisors provides expert advice and personalized solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to help. Contact us today to schedule a consultation and see how Bright Bay Advisors LLC can help you secure your financial future.
Merrill Lynch Financial Advisor Kyle E Olson
Merrill Lynch Financial Advisor Kyle E Olson is a boutique private wealth institution located at 114 West 47th Street, New York, United States. Our team is dedicated to providing a sophisticated and personalized experience, supported by the resources of a global wealth management institution. We strive to understand your financial goals and aspirations, working closely with you to develop thoughtful strategies tailored to your needs. Our mission is to help you pursue your financial goals while managing investment risk. We believe in designing personalized plans to help you grow and preserve your wealth for the future. With access to investment insights from Merrill and banking solutions from Bank of America, we aim to address your financial needs comprehensively.
Jason Leberfeld - TD Wealth Relationship Manager
Jason Leberfeld - TD Wealth Relationship Manager is a finance institution located at 97-17 Rockaway Boulevard in New York, United States. As a seasoned relationship manager, Jason Leberfeld provides expert financial advice and personalized wealth management services to clients. With a strong focus on building long-lasting relationships, Jason helps individuals and businesses achieve their financial goals through strategic planning and investment solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jason Leberfeld is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Somerset Finanical Group Inc
Somerset Financial Group Inc, located at 10 Cuttermill Road in Great Neck, New York, is a specialty finance company specializing in direct hard money and bridge loans. With over 40 years of experience, SFG is a family-owned business with offices in Great Neck, Long Island, as well as West Palm Beach and Boca Raton, Florida. The institution prides itself on being flexible, easy to work with, and able to accommodate quick close transactions. SFG provides financing solutions for borrowers in need of quick closings, facing foreclosure or bankruptcy, or who do not meet traditional lenders' income/credit requirements. Testimonials from clients and partners highlight SFG's professionalism, dedication, and focus on providing the best experience for their clients and partners while positively impacting the communities they serve. With a strong reputation and long-standing relationships in the industry, Somerset Financial Group Inc is a trusted partner for those seeking alternative financing options.
Stephen Schultz - Prudential Financial
Stephen Schultz - Prudential Financial is a reputable finance and insurance agency located in New York, United States. With a strong commitment to providing top-notch financial services and insurance solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to assist you every step of the way. Visit us at 82-12 151st Avenue to learn more about how we can help you secure your financial future.
Babylon Funding
Babylon Funding is a finance institution located at 57 Bay Street in East Atlantic Beach, New York, United States. We specialize in providing funding solutions for individuals and businesses looking to achieve their financial goals. Our experienced team offers personalized service and tailored financial products to meet the unique needs of our clients. Whether you are looking for a loan, investment opportunities, or financial advice, Babylon Funding is here to help you navigate the world of finance with confidence. Visit us today to learn more about how we can assist you in reaching your financial aspirations.
The Pinnacle Financial Group: Joseph Esposito
The Pinnacle Financial Group, led by Joseph Esposito, is a prominent finance institution located at 9 South Long Beach Road in Rockville Centre, New York. With a strong focus on providing personalized financial solutions, the team at Pinnacle Financial Group works closely with clients to help them achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, the experienced professionals at Pinnacle Financial Group are dedicated to helping you navigate the complex world of finance with confidence and ease. Visit us today to learn more about how we can help you secure your financial future.
Income tax financial planning
Income Tax Financial Planning is a leading accounting and finance institution located at 88-8 151st Avenue in New York, United States. Our team of expert professionals specializes in helping individuals and businesses navigate the complexities of income tax planning to maximize financial success. Whether you need assistance with tax preparation, investment strategies, or retirement planning, our dedicated staff is here to provide personalized guidance and support. Trust Income Tax Financial Planning to help you achieve your financial goals and secure a prosperous future.
Rosen Steven
Rosen Steven is a reputable accounting and finance institution located at 2949 Long Beach Road in Oceanside, New York, United States. With a team of experienced professionals, Rosen Steven offers a wide range of financial services including tax preparation, auditing, financial planning, and bookkeeping. Clients can expect personalized and efficient service to help them navigate the complexities of their financial needs. Whether you are an individual or a business owner, Rosen Steven is dedicated to providing expert financial advice and assistance to help you achieve your financial goals.
Luss Group
Welcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.
Robert W Urban - Financial Consultant, Ameriprise Financial Services, LLC
Welcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.
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