Investment advisor in Ronkonkoma, New York

Cody Tarver - TD Wealth Financial Advisor is a trusted financial institution located at 474 Portion Road in Lake Ronkonkoma, New York, United States. As a dedicated financial advisor with TD Wealth, Cody Tarver offers personalized financial planning services to help clients achieve their financial goals. With expertise in wealth management, investment strategies, retirement planning, and more, Cody Tarver provides comprehensive financial solutions tailored to each client's unique needs. Visit Cody Tarver - TD Wealth Financial Advisor today to start planning for a secure financial future.

Welcome to Vittorio Filannino - TD Bank Merchant Solutions Payment Advisor, your trusted partner in financial solutions located at 474 Portion Road, Lake Ronkonkoma, New York. Specializing in comprehensive payment processing and merchant services, we offer more than just transaction handling. Our solutions are designed to enhance your business operations with apps that engage customers through loyalty rewards, manage employees and payroll, and provide real-time inventory, order tracking, and reporting. Our customizable tools, such as BusinessTrack, help you track sales, identify trends, and report on customer segments and spending patterns. We prioritize security with fully encrypted transactions and software and hardware monitoring through TransArmorSM, along with PCI-compliant solutions featuring Data Breach Protection to keep your business and customer data safe.

Tax & Financial Services is a leading accounting and finance institution located at 815 Portion Road in Lake Ronkonkoma, New York, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, and investment management. Our goal is to help individuals and businesses navigate the complex world of taxes and finances, ensuring they make informed decisions and maximize their financial success. Whether you need assistance with tax filing, retirement planning, or investment strategies, Tax & Financial Services is here to help you achieve your financial goals.

The Spaventa Group is a leading investment company located in Ronkonkoma, New York. Specializing in alternative investments, wealth management, and estate planning, The Spaventa Group offers comprehensive financial services to high net worth individuals, private companies, and institutions. Founded by CEO Drew Spaventa, the firm combines technology with a human touch to stay ahead of market trends and provide top-notch investment opportunities. With a focus on venture capital, real estate, and other alternative assets, The Spaventa Group helps clients achieve their financial goals and preserve their wealth for future generations. Located at 3275 Veterans Memorial Highway, Suite B9, Ronkonkoma, NY 11779, The Spaventa Group is your one-stop destination for innovative and personalized financial solutions.

JJ Tax Services is a reputable accounting and finance institution located at 65 Air Park Drive in Ronkonkoma, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, JJ Tax Services is dedicated to providing personalized and efficient solutions to meet your financial needs. Trust JJ Tax Services to help you navigate the complexities of tax laws and maximize your financial success.

Welcome to TD Bank, conveniently located at 474 Portion Road, Lake Ronkonkoma, New York 11779. As your local banking partner, we offer a wide range of financial services to meet your needs, whether you're looking for an ATM, banking solutions, or financial advice. At TD Bank, we believe in personalized service. Work with a dedicated Relationship Manager and a team of wealth professionals who are ready to assist you with private banking, credit, investment, and financial planning needs. Our TD Financial Advisors will help you create a detailed Client Profile and develop a holistic TD Wealth Plan tailored to your unique financial goals.

Welcome to Chase ATM at 130 Portion Road, Ronkonkoma, New York 11779, your convenient financial partner for all your banking needs. As a part of JPMorgan Chase & Co., we offer a wide array of financial services designed to meet both personal and business needs. Please note that the content of the following pages is available only in English. Additionally, if you choose to apply for Chase products online, all account-related documents will be available exclusively in English. Our ATM location provides easy access to your accounts for cash withdrawals, deposits, and balance inquiries. For business clients, Chase offers specialized Business Banking services to help improve cash flow, provide credit solutions, and manage payroll effectively. Our suite of services includes online and mobile banking, business credit cards, and payment acceptance solutions tailored for businesses.

Welcome to "Donna Heiserer - Thrivent," your trusted partner in financial planning and investment advisory services, located at 30 David Lane, Lake Ronkonkoma, New York 11779, United States. We are dedicated to helping you achieve your financial goals through personalized advice and comprehensive financial strategies. Our services are backed by the expertise of licensed professionals, with licenses in states including California (CA Insurance Lic. #4035009), Florida, New York, and Virginia. Please note that licensing information is available through your State Insurance Department's website, accessible via the National Association of Insurance Commissioners website.

Welcome to Chase Bank, conveniently located at 130 Portion Road, Ronkonkoma, New York 11779, United States. As a leading institution in the banking and finance sector, Chase Bank is committed to providing exceptional services to meet all your financial needs. At our Ronkonkoma branch, you can access a wide range of banking services including ATMs, personal and business banking solutions, and comprehensive financial guidance. Our team of dedicated business professionals is here to help you enhance cash flow, find tailored credit solutions, and efficiently manage payroll. We also offer a robust suite of online and mobile services, business credit cards, and payment acceptance solutions specifically designed to support businesses.

Welcome to Citizens Bank, your trusted financial partner located at 885 Johnson Avenue, Ronkonkoma, New York 11779. We are dedicated to providing comprehensive financial solutions tailored to every stage of your life and beyond, helping you keep everything in check. At Citizens Bank, we believe in unlocking your earning potential with no limits. Whether you're preparing for college or planning for your future, our financial services are designed to support your journey. Our college funding solutions aim to ease the burden, with one application potentially funding every school year.

Welcome to Cardinal Financial Company, Limited Partnership, your trusted partner in financial solutions, located at 3285 Veterans Memorial Highway, Ronkonkoma, New York. As a leading financial service provider, we are committed to helping individuals and businesses achieve their financial goals with tailored solutions that meet their unique needs. Our team of experienced professionals offers a wide range of services including mortgage lending, refinancing, and financial planning. At Cardinal Financial, we pride ourselves on delivering exceptional customer service and expert advice to guide you through every step of your financial journey. Visit us today and discover how we can help you secure a brighter financial future.

Welcome to Menna Wealth Planning Group, Inc., your trusted partner in financial success located at 3075 Veterans Memorial Highway, Ronkonkoma, New York. As a premier financial services firm, we specialize in providing personalized wealth management solutions tailored to meet the unique needs of our clients. Our team of experienced financial advisors is committed to guiding individuals, families, and businesses through the complexities of financial planning, investment management, and retirement strategies. At Menna Wealth Planning Group, Inc., we prioritize building long-lasting relationships based on trust, integrity, and exceptional service. Whether you're planning for the future, managing assets, or navigating life's financial challenges, we are here to help you achieve your financial goals with confidence and peace of mind. Discover the difference of working with a dedicated financial partner by contacting us today.

Welcome to Apple Bank, your trusted financial partner conveniently located at 3075 Veterans Memorial Highway, Ronkonkoma, New York 11779. As a full-service bank, we are committed to providing our community with a wide range of financial services tailored to meet your needs. Whether you're looking to manage your daily banking transactions, explore savings and investment opportunities, or access our state-of-the-art ATMs, Apple Bank is here to support your financial journey. Our experienced team is dedicated to delivering exceptional customer service and personalized financial solutions to help you achieve your goals. With a strong focus on convenience and accessibility, we offer a variety of banking options designed to fit your lifestyle, including online and mobile banking services. Visit us today to experience the Apple Bank difference and discover how we can make banking easier and more rewarding for you.

Welcome to Flagstar Bank, your trusted financial partner located at 3425 Veterans Memorial Highway, Ronkonkoma, New York. At Flagstar Bank, we are committed to providing exceptional banking and financial services tailored to meet your individual and business needs. Our dedicated team of professionals is here to offer personalized solutions, whether you're looking to open a new account, apply for a loan, or explore investment opportunities. With a strong focus on customer satisfaction, we strive to deliver a seamless and rewarding banking experience. Visit us today and discover why Flagstar Bank is the preferred choice for financial services in Ronkonkoma. Your financial success is our priority.

Welcome to Wolf Money Management Inc., your trusted partner in financial excellence. Conveniently located at 3505 Veterans Memorial Highway in Ronkonkoma, New York, we are dedicated to providing top-tier financial services tailored to meet your unique needs. Our team of experienced professionals offers a comprehensive range of services, including financial planning, investment management, retirement strategies, and wealth preservation. At Wolf Money Management Inc., we pride ourselves on delivering personalized solutions with integrity and transparency, ensuring that your financial goals are not only met but exceeded. Whether you're planning for a secure future or looking to optimize your current financial strategy, we are here to guide you every step of the way. Visit us today and discover how we can help you achieve financial success.

Welcome to Gina Osorio | The Osorio Group Real Estate, your trusted partner in navigating the dynamic world of real estate in Lake Ronkonkoma, New York. Conveniently located at 260 Hawkins Avenue, our team is dedicated to providing exceptional service and personalized solutions for all your real estate needs. With a deep understanding of the local market and a commitment to excellence, Gina Osorio and her team are here to guide you through every step of the buying, selling, or investing process. We pride ourselves on our integrity, expertise, and ability to deliver results that exceed expectations.

Welcome to Julie Chan, Realtor at Coldwell Banker American Homes, your trusted partner in real estate located in the heart of Ronkonkoma, New York. Situated at 2395 Ocean Avenue, Julie Chan brings a wealth of experience and a personalized approach to help you navigate the complexities of buying or selling your home. Whether you’re a first-time homebuyer, looking to upgrade, or seeking investment opportunities, Julie is dedicated to providing exceptional service tailored to your unique needs. With a deep understanding of the local market and a commitment to client satisfaction, Julie Chan is here to guide you every step of the way. Discover the difference of working with a professional who truly cares about your real estate journey. Contact us today and let’s turn your dreams into reality.

Welcome to Brandi Everett Real Estate, where your homeownership dreams become reality. Located at 2395 Ocean Avenue in Ronkonkoma, New York, Brandi Everett is a dedicated and full-time sales agent with Team Carillo at Coldwell Banker American Homes. As a proud member of the Sachem community and a mother of two children in the district, Brandi brings a personal touch to her professional expertise. With a background as an executive at a top 10 Fortune 500 company, Brandi possesses exceptional negotiating skills and effective marketing strategies to help clients achieve their real estate goals. Her commitment to honesty and reliability ensures that every client receives the highest standard of service and trust.

Welcome to Realtors Nassau County LLC Located at 2506 Pond Road, Ronkonkoma, New York, Realtors Nassau County LLC proudly stands as the premier real estate agency in Nassau County and across Long Island. With over 600 5-star reviews on Zillow, our reputation for excellence and client satisfaction speaks for itself. Our dedicated team is committed to providing the highest quality service, ensuring you receive the best possible price for your property.

Welcome to Signature Premier Properties - Kerri Banaszek, your trusted real estate agency located in the heart of Lake Ronkonkoma, New York. Situated conveniently at 4949 Express Drive North, our office serves as a hub for all your real estate needs in the region. With a deep commitment to delivering exceptional service, Kerri Banaszek and her team are dedicated to helping you navigate the ever-evolving real estate market with ease and confidence. Whether you're buying your first home, looking to sell, or seeking investment opportunities, we offer personalized guidance and expert insights tailored to your unique goals. Our extensive knowledge of the local market, combined with a client-first approach, ensures that you receive the best possible advice and results.