TOP 30 Investment advice near me in Lindenhurst, New York

13 results found

Kingsview Partners Lindenhurst Office is a leading finance institution located at 138 South 1st Street in Lindenhurst, New York. Our team of experienced professionals is dedicated to providing expert financial advice and services to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our team is here to help. Visit us today to learn more about how Kingsview Partners can help you secure 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.

R. Seeger Wealth Management, Ltd. is a full-service wealth management firm located at 138 South 1st Street, Lindenhurst, New York, United States. Established in 2010, founder Richard Seeger serves as a fiduciary to clients along the East Coast, offering expertise in retirement services, estate planning, trust services, and next generation wealth education. Richard is a CERTIFIED FINANCIAL PLANNER™ and an active member of the Financial Planning Association of Long Island, always prioritizing his clients' best interests with transparency. With a background in Business Administration and Finance, Richard has obtained various FINRA licenses and continues to further his education through conferences and seminars. As a member of the Knights of Columbus, Richard values family and treats his clients as such. Consult with R. Seeger Wealth Management for personalized financial advice and strategies to help you achieve your financial goals.

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."

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.

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.

New Island Realty Inc. is a premier real estate agency located at 410 West Montauk Highway in Lindenhurst, New York. Our dedicated team of experienced and knowledgeable real estate professionals is committed to helping clients buy, sell, and rent properties in the area. Whether you are looking for your dream home, investment property, or commercial space, we are here to guide you every step of the way. With a strong focus on customer service and a deep understanding of the local market, New Island Realty Inc. is the go-to agency for all your real estate needs in Lindenhurst and beyond. Contact us today to start your real estate journey with us.

Welcome to Chase Bank, conveniently located at 655 North Wellwood Avenue, Lindenhurst, New York 11757, United States. As a leading provider of financial services, we offer a wide range of banking solutions designed to meet your personal and business needs. Our branch provides comprehensive banking services, including ATMs for easy cash access and a full suite of financial services to help you manage your finances effectively. With Chase, you can benefit from our expertise in business banking, where our dedicated team of professionals can assist you in improving cash flow, providing credit solutions, and managing payroll efficiently.

Welcome to Chase Bank, located at 166 South Wellwood Avenue, Lindenhurst, New York 11757. As a trusted leader in the banking and financial sector, we are dedicated to providing comprehensive financial solutions to individuals and businesses in our community. At our Lindenhurst branch, you can access a wide range of banking services tailored to meet your needs. Whether you're looking to manage your personal finances or seeking specialized business banking solutions, our team of experienced professionals is here to assist you. We offer guidance on improving cash flow, providing credit solutions, and managing payroll, alongside online and mobile services for your convenience.

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.

Welcome to Century 21 AA Realty, your trusted partner in real estate located at 1596 Straight Path, Lindenhurst, New York. As a premier real estate agency and store, our mission is to impact and improve people’s lives through homeownership. We leverage our extensive knowledge, experience, resources, and vast network to provide our clients with the highest degree of personalized service, all while supporting the communities we operate in. At Century 21 AA Realty, we are committed to building long-term relationships founded on trust and integrity. Our dedicated team of sales and administrative professionals is driven to deliver innovative solutions that exceed our clients’ expectations at every stage of the process.

Welcome to Paramount Homes Real Estate, your trusted partner in navigating the vibrant real estate market of Long Island. Conveniently located at 145 Sunrise Highway, Lindenhurst, New York, our agency is dedicated to providing exceptional service and personalized solutions for all your real estate needs. Whether you're buying, selling, or renting, our experienced team is committed to helping you achieve your property goals with ease and confidence. At Paramount Homes Real Estate, we pride ourselves on our deep local knowledge and extensive network, enabling us to offer valuable insights and opportunities to our clients. Our commitment to integrity, transparency, and excellence ensures that every transaction is handled with the utmost professionalism and care.

Welcome to Bono Real Estate Corporation, your trusted partner in real estate located in the heart of Lindenhurst, New York. Situated at 132 South Wellwood Avenue, our agency is dedicated to providing exceptional real estate services to our community and beyond. Whether you are buying, selling, or renting, our experienced team is committed to guiding you through every step of the process with personalized attention and expert advice. At Bono Real Estate Corporation, we pride ourselves on our deep local knowledge, integrity, and commitment to helping you achieve your real estate goals. Discover the difference of working with a team that truly cares about your needs and experience the seamless, stress-free service you deserve. Visit us today and let us help you find your perfect home or investment property in Lindenhurst and the surrounding areas.