Institutional investments in Oyster Bay, New York
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Stola & Associates
Stola & Associates is a reputable accounting and finance institution located at 549 Broadway in Massapequa, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, we are here to assist you every step of the way. Trust Stola & Associates for all your accounting and finance needs.
Ridgewood Savings Bank
Ridgewood Savings Bank is a trusted financial institution located at 220 West Old Country Road in Hicksville, New York. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. Whether you're looking to open a checking or savings account, apply for a mortgage, or use our convenient ATM services, Ridgewood Savings Bank is here to help you achieve your financial goals. With a commitment to providing excellent customer service and personalized solutions, we strive to be your go-to bank for all your financial needs.
Barka Funding LLC
Barka Funding LLC is a financial institution located at 100 Duffy Avenue in Hicksville, New York. We specialize in providing funding solutions for businesses and individuals in need of capital. Our experienced team offers personalized service to help clients achieve their financial goals. Whether you are looking to expand your business, purchase a new property, or consolidate debt, Barka Funding LLC is here to help. Contact us today to learn more about our services and how we can assist you with your financial needs.
Guttenberg Mark
Guttenberg Mark is a reputable institution specializing in accounting and finance located at 382 South Oyster Bay Road, Hicksville, New York, United States. With a team of experienced professionals, Guttenberg Mark offers a wide range of services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, financial planning, or investment management, Guttenberg Mark is dedicated to providing top-notch service and expertise to meet your financial needs. Contact them today to learn more about how they can help you achieve your financial goals.
CSA/678 Tax Service
CSA/678 Tax Service is a comprehensive financial institution located at 678 Broadway in Massapequa, New York, United States. Specializing in accounting, finance, insurance services, and legal advice, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of tax laws and financial planning. Whether you need assistance with tax preparation, investment strategies, insurance coverage, or legal matters, CSA/678 Tax Service is here to provide expert guidance and support. Contact us today to schedule a consultation and take control of your financial future.
Jovia Financial Credit Union
Jovia Financial Credit Union is a trusted financial institution located at 5455 Merrick Road in Massapequa, New York. As a full-service credit union, Jovia offers a wide range of banking and financial services to meet the needs of its members. Whether you're looking for an ATM, a bank account, or assistance with your finances, Jovia is here to help. With a commitment to providing exceptional customer service and competitive rates, Jovia Financial Credit Union is dedicated to helping you achieve your financial goals.
Tax Tips
Tax Tips is a leading institution specializing in accounting and finance services, located at 80 Crossways Park Drive in Woodbury, New York, United States. Our team of skilled professionals is dedicated to providing expert advice and assistance with all tax-related matters. Whether you need help with tax preparation, planning, or compliance, Tax Tips is here to help you navigate the complexities of the tax system and maximize your financial success. Trust Tax Tips to provide the guidance and support you need to achieve your financial goals.
A G Morgan Financial LLC
A G Morgan Financial LLC is a finance institution located at 5260 Merrick Road in Massapequa, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, A G Morgan Financial LLC is here to help you every step of the way. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.
Quin Ciuffetelli - Private Wealth Advisor, Ameriprise Financial Services, LLC
Quin Ciuffetelli - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, United States, is a finance institution offering a range of specialized certifications and designations to ensure high-quality financial planning services. The advisors at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. Additionally, they offer specialized services for seniors, divorce financial analysis, estate planning, exit planning, and more. With a team of highly qualified professionals, Quin Ciuffetelli - Private Wealth Advisor is dedicated to providing comprehensive and personalized financial planning services to meet the unique needs of their clients.
Go Cap Advance
Go Cap Advance is a finance institution located at 6901 Jericho Turnpike in Syosset, New York. We specialize in providing advanced financial solutions to businesses in need of capital. Our team of experts works closely with clients to tailor funding options to suit their specific needs, helping them achieve their goals and grow their businesses. With a commitment to transparency, integrity, and customer satisfaction, Go Cap Advance is the trusted partner for businesses looking to secure the funding they need to succeed.
Selip & Stylianou
Selip & Stylianou is a premier financial planning institution located in Woodbury, New York. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized strategies and comprehensive services. Whether you are planning for retirement, saving for your child's education, or investing for the future, we are here to provide expert guidance and support every step of the way. Visit us at 199 Crossways Park Drive to learn more about how Selip & Stylianou can help you secure a brighter financial future.
Eagle Rock Properties
Eagle Rock Properties is a reputable finance and real estate agency located at 1670 Old Country Road in Plainview, New York, United States. With a strong focus on providing exceptional service and expertise in the real estate market, Eagle Rock Properties is dedicated to helping clients achieve their financial and property goals. Whether you are looking to buy, sell, or invest in real estate, their team of professionals is committed to guiding you through every step of the process with integrity and professionalism. Contact Eagle Rock Properties today to start your journey towards a successful real estate transaction.
Wild Maney & Resnick LLP
Wild Maney & Resnick LLP is a leading accounting and finance institution located in Woodbury, New York. With a prime location at 185 Froehlich Farm Boulevard, this firm offers a wide range of financial services to individuals and businesses in the area. Their team of experienced professionals is dedicated to providing top-notch accounting solutions, tax planning, and financial consulting to help clients achieve their financial goals. Whether you need assistance with tax preparation, investment strategies, or budgeting, Wild Maney & Resnick LLP is here to help. Contact them today to learn more about how they can assist you with your financial needs.
Keprevi Creations
Keprevi Creations is a unique institution located at 116 Broadway in Hicksville, New York. Specializing in finance, jewelry, and retail services, Keprevi Creations offers a wide range of products and services to meet the needs of its customers. From exquisite jewelry pieces to financial advice and assistance, this institution is dedicated to providing top-notch service and quality products. Visit Keprevi Creations today and experience the perfect blend of luxury and convenience in one location.
NY TEAM Federal Credit Union
NY TEAM Federal Credit Union is a trusted financial institution located at 65 Broadway in Hicksville, New York. As a credit union, we are dedicated to providing our members with personalized financial services and products to help them achieve their financial goals. Our friendly and knowledgeable staff are committed to helping our members make smart financial decisions and manage their money effectively. Join us today and experience the benefits of being a part of the NY TEAM Federal Credit Union community.
Teachers Federal Credit Union
Teachers Federal Credit Union is a financial institution located at 4250 Jerusalem Avenue in North Massapequa, New York. As an ATM and finance provider, we cater to the financial needs of teachers and educators in the local community. Our services include savings accounts, loans, and other financial products designed to help our members achieve their financial goals. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.
TD Bank
TD Bank, located at 540 Jericho Turnpike in Syosset, New York, is a full-service financial institution offering a range of banking services. From ATMs to wealth management advice, our dedicated team of professionals is here to assist with all your banking needs. Whether you're looking to prequalify for a mortgage, open a savings account, or simply stop by for some lollipops and dog biscuits, we're here for you. With convenient hours and a range of services including foreign currency exchange and notary services, TD Bank is your go-to destination for all things finance. Start saving or investing today with the help of TD Bank.
Lynn-Mark Enterprises LLC
Lynn-Mark Enterprises LLC is a reputable accounting and finance institution located at 113 Sterling Court in Syosset, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Lynn-Mark Enterprises LLC is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation.
Jovia Financial Credit Union
Jovia Financial Credit Union is a trusted financial institution located at 103 Jackson Avenue in Syosset, New York, United States. As a full-service credit union, Jovia offers a wide range of banking and financial services to meet the needs of individuals and businesses. Whether you're looking to open a savings account, apply for a loan, or access convenient ATM services, Jovia Financial Credit Union is committed to providing exceptional customer service and personalized financial solutions. Visit us today to experience the difference of banking with Jovia.
Sauvigne & Company
Sauvigne & Company is a reputable accounting and finance institution located in Jericho, New York. With a prime location at 25 South Service Road, this institution offers expert financial services to individuals and businesses in the area. The team at Sauvigne & Company is dedicated to providing top-notch accounting and financial advice to help clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or investment strategies, Sauvigne & Company is here to assist you every step of the way. Trust in their expertise and experience to help you navigate the complex world of finance with confidence.
Fusion Family Wealth, LLC
Fusion Family Wealth, LLC is a finance institution located at 88 Froehlich Farm Boulevard in Woodbury, New York, United States. They offer behavioral-based investment counseling designed to protect and enhance wealth. Their approach focuses on goal-focused and planning-driven investments, teaching clients to break from conventional wealth-management advice that fosters reactive behavior. Fusion counsels investors on the importance of patience, discipline, and faith in the future as key attributes of successful investors. As an independent, fee-only fiduciary advisor, they maintain objectivity and alignment with clients' best interests. Their strategies are targeted towards investors with liquid portfolios of at least $5 million, combining planning and wealth management experience. Fusion believes in developing a plan based on an investor's resources and objectives, rather than making educated guesses about market movements. They emphasize steadfast adherence to a plan designed to achieve goals regardless of short-term market fluctuations. To learn more about their behavioral investment counseling approach, visit their website or contact them at (516) 206-1320.
Vanderbilt Financial Group
Vanderbilt Financial Group is a finance institution located at 125 Froehlich Farm Boulevard in Woodbury, New York, United States. With a focus on providing personalized financial solutions, Vanderbilt Financial Group offers a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced professionals work closely with clients to create customized strategies to help them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Vanderbilt Financial Group is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Zapken & Loeb L.L.P.
Zapken & Loeb L.L.P. is a reputable accounting and finance institution located in Woodbury, New York, United States. With their office situated at 3 Crossways Park Drive West, Zapken & Loeb L.L.P. offers a wide range of financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch financial advice and assistance to help clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or investment management, Zapken & Loeb L.L.P. is here to help. Trustworthy, reliable, and committed to client satisfaction, Zapken & Loeb L.L.P. is the go-to institution for all your accounting and finance needs.
Rosa & Associates, LLP
Rosa & Associates, LLP is a reputable finance institution located at 333 Jericho Turnpike in Jericho, New York. With a team of experienced professionals, they offer a wide range of financial services including investment management, tax planning, and retirement planning. Their commitment to excellence and personalized approach to client relationships set them apart in the industry. Visit Rosa & Associates, LLP for expert financial guidance and support.
Flushing Bank
Flushing Bank is a full-service financial institution located at 268 North Broadway in Hicksville, New York. As a trusted bank and ATM provider, Flushing Bank offers a wide range of financial services to meet the needs of individuals and businesses alike. With a commitment to customer service and community involvement, Flushing Bank is dedicated to helping its customers achieve their financial goals. Whether you need a checking account, savings account, loan, or investment services, Flushing Bank has you covered. Visit us today to experience the personalized service and convenience that sets us apart from other financial institutions.
Justifi Capital, Inc.
Justifi Capital, Inc. is a finance institution located at 201 Northwest Drive in South Farmingdale, New York, United States. Specializing in providing financial solutions for businesses and individuals, Justifi Capital offers a wide range of services including loans, investment opportunities, and financial consulting. With a team of experienced professionals, Justifi Capital is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to start a new business, expand an existing one, or simply manage your personal finances more effectively, Justifi Capital is here to help.
David Lerner Associates, Inc.
David Lerner Associates, Inc. is a finance institution located at 477 Jericho Turnpike in Syosset, New York, United States. With a strong reputation for providing personalized financial services, David Lerner Associates, Inc. offers a wide range of investment options and financial planning services to help clients achieve their financial goals. Their team of experienced financial advisors is dedicated to helping individuals and families make informed decisions about their finances and secure their financial future.
Master Plan Advisory, Inc.
Master Plan Advisory, Inc. is a leading finance institution located at 873 Oyster Bay Road in East Norwich, New York, United States. With a team of experienced financial advisors, they offer comprehensive financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, Master Plan Advisory, Inc. can provide you with personalized guidance and strategies to secure your financial future. Trust in their expertise and dedication to help you navigate the complexities of the financial world and make informed decisions.
Equinox Financial Partners
Equinox Financial Partners is a leading finance institution located at 1000 Woodbury Road in Woodbury, New York, United States. With a team of experienced financial experts, Equinox Financial Partners offers a wide range of financial services tailored to meet the unique needs of their clients. Whether you are looking for investment advice, wealth management, or retirement planning, Equinox Financial Partners is dedicated to helping you achieve your financial goals. Trust in their expertise and commitment to excellence for all your financial needs.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 100 Jericho Quadrangle in Jericho, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch can provide personalized financial strategies based on years of knowledge and expertise in wealth management. They go beyond just wealth planning advice, offering services such as retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports local communities and organizations. As a Merrill client, you have access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources to help you achieve your financial goals.
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