The 30 Best Investment accounts in Merrick, New York
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Wali Syed, CPA - Tax/Accounting
Wali Syed, CPA is a reputable accounting and finance institution located at 26 West Merrick Road in Valley Stream, New York. Specializing in tax and accounting services, Wali Syed, CPA offers expert financial guidance and support to individuals and businesses alike. With a focus on accuracy and efficiency, their team of professionals is dedicated to providing top-notch service to help clients navigate the complexities of tax laws and financial management. Trust Wali Syed, CPA to handle all your accounting needs with precision and care.
Merrick Financial Group LLC
Merrick Financial Group LLC is a reputable finance institution located at 1840 Merrick Avenue in Merrick, New York, United States. With a strong commitment to providing high-quality financial services, Merrick Financial Group LLC offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Merrick Financial Group LLC today to learn more about their services and how they can assist you in managing your finances effectively.
Prudential | Richard Burg | Life Insurance & Financial Services
Prudential | Richard Burg | Life Insurance & Financial Services is a reputable finance and insurance agency located at 2982 Judith Drive in Merrick, New York. With a focus on providing quality life insurance and financial services, our experienced team is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are looking for life insurance coverage or investment opportunities, we are here to assist you every step of the way. Contact us today to learn more about our services and how we can help you achieve your financial goals.
ODIFINANCIAL
ODIFINANCIAL is a leading finance institution located at 700 Merrick Road in Lynbrook, New York. We specialize in providing a wide range of financial services to our clients, including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, ODIFINANCIAL is your trusted partner in navigating the complexities of the financial world. Visit us today to see how we can help you secure your financial future.
Objective Wealth Management
Objective Wealth Management is a finance institution located at 50 Merrick Road in Rockville Centre, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We provide objective advice and guidance to help clients navigate the complexities of the financial world and make informed decisions. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Objective Wealth Management is here to help you every step of the way.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 266 Merrick Road, Lynbrook, New York. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We take the time to understand your priorities, retirement goals, education funding, business issues, cash management, and credit strategies. Our branch offers access to Merrill's investing resources and Bank of America's banking convenience to create a framework for addressing financial challenges. We are committed to transparency, trust, and openness, and our advisor teams strive to develop intimate relationships with clients to discuss a wide range of financial needs. Through volunteerism and charitable outreach, we support the communities where we live and work. Our culture is dedicated to providing training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice to help clients pursue their financial goals. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering the skills and knowledge needed to assist individuals in pursuing their unique financial goals. Please consult legal and tax advisors before making any financial decisions. We offer a broad range of brokerage, investment advisory, and other services. Remember that investing involves risk, and past performance does not guarantee future results.
John Hancock Financial Network
John Hancock Financial Network is a leading financial institution located at 100 Merrick Road in Rockville Centre, New York. As a part of the renowned John Hancock brand, the network offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a strong focus on personalized advice and tailored solutions, John Hancock Financial Network is committed to providing top-notch financial planning, investment management, and insurance services to its clients. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, the experienced professionals at John Hancock Financial Network are here to help you every step of the way.
John P Spinelli, CPA, CFP, P.C.
John P Spinelli, CPA, CFP, P.C. is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, they are dedicated to helping you achieve your financial goals. Trust John P Spinelli, CPA, CFP, P.C. for all your accounting and finance needs.
A.J. Napolitano & Co.
A.J. Napolitano & Co. is a reputable accounting and finance institution located at 5510 Merrick Road in Massapequa, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation and bookkeeping to financial planning and investment advice, A.J. Napolitano & Co. is committed to helping their clients achieve their financial goals. With a focus on personalized service and attention to detail, they have earned a strong reputation for excellence in the industry.
Alain Martin - TD Wealth Financial Advisor
Alain Martin - TD Wealth Financial Advisor is a reputable finance institution located at 275 West Merrick Road in Valley Stream, New York, United States. As a trusted financial advisor, Alain Martin provides expert guidance and personalized wealth management services to help clients achieve their financial goals. With a strong focus on customer satisfaction and financial success, Alain Martin is dedicated to providing top-notch financial advice and solutions to individuals, families, and businesses. Contact Alain Martin - TD Wealth Financial Advisor today to start planning for a secure financial future.
Merrill Lynch Financial Advisor Stuart R Schoenfeld
Merrill Lynch Financial Advisor Stuart R Schoenfeld is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. The team at Merrill Lynch is dedicated to building strong relationships with clients, providing personalized service, and helping individuals and families make important financial decisions. With access to global resources, the team is committed to understanding each client's goals, priorities, and aspirations. By developing personalized plans and implementing investment strategies, Merrill Lynch aims to help clients pursue their financial goals while managing risk. The institution offers a range of services, including personalized financial planning, investment insights, and banking solutions from Bank of America. The team of experienced advisors at Merrill Lynch Wealth Management is focused on helping clients achieve their goals, adapt to changes in the market, and make informed decisions. Whether clients are planning for retirement, saving for a home, or funding education, Merrill Lynch provides tailored solutions to address their needs and priorities. By getting to know each client personally, Merrill Lynch can create a financial approach that reflects their personality and helps them achieve their goals. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and pursue their long-term objectives.
Merrill Lynch Financial Advisor Mark A Gutner
Merrill Lynch Financial Advisor Mark A Gutner is a renowned financial institution located at 266 Merrick Road, Lynbrook, New York, United States. With over 30 years of experience in the financial services industry, Mark has dedicated over 20 years to Merrill. His passion lies in helping clients manage their wealth effectively to meet their needs. Mark specializes in providing a comprehensive approach to wealth management for individuals and families. As a qualified Senior Portfolio Manager, he can assist clients in pursuing their objectives by managing personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark, a father of two living in Manhattan, currently resides in Rockville Centre, New York with his wife, Allison. At Merrill Lynch Wealth Management, Mark focuses on building personalized financial plans centered around the client's goals and priorities. He believes in understanding each client's unique needs and designing a tailored plan to help them pursue their financial objectives while managing investment risk. Mark's approach is to provide potential solutions that can turn aspirations into reality.
Ameriprise Financial: Wenzel Jeffrey E
Ameriprise Financial: Wenzel Jeffrey E is a finance institution located at 5550 Merrick Road in Massapequa, New York, United States. Each Ameriprise advisor at this institution has specific “Top areas of focus” to cater to your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that aligns best with your needs. To get started, simply fill out the “Request consultation” form to connect with your desired advisor, who will reach out to you to schedule a complimentary initial consultation. Whether you are planning for retirement, investing for the future, or managing your wealth, Ameriprise Financial: Wenzel Jeffrey E can help you achieve your financial goals.
H&R Block
H&R Block is a renowned accounting and finance institution located at 120-20 Merrick Boulevard in 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 or a business owner, H&R Block is dedicated to helping you navigate the complexities of your financial situation with expertise and efficiency. Trust H&R Block to provide you with top-notch financial solutions tailored to your specific needs.
Marino John J
Marino John J is a reputable accounting and finance institution located at 607 Merrick Road in Rockville Centre, New York, United States. With a team of experienced professionals, Marino John J provides top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or investment strategies, Marino John J is dedicated to helping you achieve your financial goals. Trustworthy and reliable, Marino John J is a go-to institution for all your accounting and finance needs.
Continental Tax Planners
Continental Tax Planners is a reputable accounting and finance institution located at 337 Merrick Road in Lynbrook, New York, United States. With a team of experienced professionals, they specialize in providing expert tax planning services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment strategies, Continental Tax Planners is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch services to their clients.
Marino, Goetz & Associates
Marino, Goetz & Associates is a finance institution located at 607 Merrick Road in Rockville Centre, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with investments, retirement planning, or estate planning, Marino, Goetz & Associates can provide personalized solutions to meet your financial goals. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in managing your financial future.
Keats Tax & Financial Services
Keats Tax & Financial Services is a reputable institution located at 64 Roydon Drive East in North Merrick, New York, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch tax and financial services to individuals and businesses alike. With a commitment to accuracy, reliability, and client satisfaction, we strive to help our clients navigate the complexities of tax laws and financial planning with ease. Trust Keats Tax & Financial Services for all your accounting and financial needs.
Kahn Stephen H
Kahn Stephen H is an established accounting and finance institution located at 602 Merrick Avenue in East Meadow, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Whether you are an individual or a business owner, Kahn Stephen H is committed to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
Flum Stuart J CPA
Flum Stuart J CPA is a reputable accounting and finance institution located at 2209 Merrick Road in Merrick, New York, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with bookkeeping or investment strategies, Flum Stuart J CPA is here to assist you every step of the way. Contact them today to schedule a consultation and take control of your financial future.
Yatkowitz David
Yatkowitz David is an established accounting and finance institution located at 2983 Hewlett Avenue in Merrick, New York. With a reputation for excellence and expertise in financial matters, Yatkowitz David offers a wide range of services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, the team at Yatkowitz David is dedicated to providing top-notch service and guidance. Trust in their knowledge and experience to help you navigate the complexities of the financial world with confidence and ease.
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.
People's Alliance Federal Credit Union
Welcome to People's Alliance Federal Credit Union, your trusted partner in financial success, located conveniently at 110-31 Merrick Boulevard, Queens, New York 11433. As a member-focused financial institution, we pride ourselves on offering a comprehensive range of financial services tailored to meet the unique needs of our community. Our mission is to empower our members with the tools and resources needed to achieve their financial goals through personalized service, competitive rates, and innovative solutions. At People's Alliance Federal Credit Union, we offer a variety of products and services including savings and checking accounts, loans, mortgages, and investment options, all designed with your financial well-being in mind. Our dedicated team of financial experts is committed to providing exceptional service and guidance, ensuring you have the support you need every step of the way.
Allen Federal Credit Union
Welcome to Allen Federal Credit Union, your trusted financial partner located conveniently at 11154 Merrick Boulevard, Queens, New York. Serving the vibrant community of Queens, we are dedicated to providing exceptional financial services tailored to meet your needs. As a member-focused credit union, we offer a wide range of financial solutions, including savings and checking accounts, loans, and more, all designed with your financial well-being in mind. Our state-of-the-art ATM services ensure you have easy and secure access to your funds whenever you need them. Whether you're managing daily expenses or planning for the future, our team of experienced professionals is here to guide you every step of the way. At Allen Federal Credit Union, we pride ourselves on our commitment to personalized service and our deep roots in the local community.
Chase ATM
Welcome to the Chase ATM located at 11036 Merrick Boulevard, Queens, New York 11433. As a part of JPMorgan Chase Bank, N.A., we are committed to providing you with convenient and reliable financial services. Our ATM offers a range of services, including cash withdrawals, balance inquiries, and account transfers, all designed to meet your everyday banking needs. At Chase, we understand the importance of managing your finances efficiently. That's why we offer a suite of online and mobile services to make banking more accessible and convenient for you. Whether you're a business owner or an individual, our comprehensive solutions like business credit cards, payment acceptance solutions, and investment products through J.P. Morgan Wealth Management can help you achieve your financial goals.
Bank of America Financial Center
Welcome to the Bank of America Financial Center, conveniently located at 21602 Merrick Boulevard, Queens, New York 11413. As a leading provider of banking and financial services, we are dedicated to offering our community a wide range of solutions to meet all your financial needs. Whether you're looking to open a new account, apply for a loan, or seek investment advice, our team of experienced professionals is here to assist you every step of the way. Our Queens location is designed to provide a comfortable and efficient banking experience, featuring state-of-the-art facilities and a welcoming atmosphere. We take pride in our commitment to customer service, ensuring that each visit to our financial center is both productive and enjoyable.
ATM Machine at Sunrise Appliances
ATM Machine at Sunrise Appliances Welcome to the ATM Machine at Sunrise Appliances, conveniently located on Merrick Boulevard in Queens, New York. Our business is dedicated to providing exceptional ATM and financial services, catering to both seasoned professionals in the ATM industry and newcomers looking to explore the lucrative world of ATM ownership and processing.
Chase Bank
Welcome to Chase Bank, conveniently located at 110-36 Merrick Boulevard, Queens, New York 11433. As a leading provider in the ATM, bank, and finance sectors, we are committed to delivering exceptional financial services tailored to your needs. Please note that our branch offers modified services, with all cash transactions conducted exclusively via ATMs and no coin transactions available. Additionally, the content of the following pages is available only in English. If you choose to apply for Chase products online, all account-related documents will be provided solely in English.
Santander
Welcome to Santander, your trusted financial partner located at 126-14 Merrick Boulevard in the heart of Queens, New York. As a leading bank, we are committed to providing exceptional financial services tailored to meet the diverse needs of our community. Whether you're looking to open a checking or savings account, apply for a mortgage, or explore investment opportunities, our dedicated team of financial experts is here to guide you every step of the way. At Santander, we prioritize customer satisfaction and financial empowerment, offering personalized solutions and cutting-edge banking technology for a seamless experience. Visit us today and discover how we can help you achieve your financial goals with confidence and convenience.
Carver Federal Savings Bank
Welcome to Carver Federal Savings Bank, your trusted partner in financial growth and stability, located conveniently at 11502 Merrick Boulevard, Queens, New York. As a cornerstone of the community, we are committed to providing exceptional banking and financial services tailored to meet the diverse needs of our clients. Whether you're looking to open a savings account, apply for a loan, or explore investment opportunities, our team of dedicated professionals is here to guide you every step of the way. At Carver Federal Savings Bank, we pride ourselves on delivering personalized service with a focus on integrity and excellence. Visit us today and experience the difference of a community bank that truly cares about your financial well-being.
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