TOP 30 Investment education in Great Neck, New York

20 results found

Lieber & Lieber, LLP is a prestigious finance and legal institution located at 1 Great Neck Road in Great Neck Plaza, New York, United States. With a team of experienced attorneys and financial experts, Lieber & Lieber, LLP offers a wide range of services including financial planning, investment management, estate planning, and legal representation. Clients can trust in the expertise and professionalism of Lieber & Lieber, LLP to provide top-notch financial and legal solutions tailored to their individual needs.

Merrill Lynch Financial Advisor Edna Eidelberg, located at 805 Northern Boulevard, Great Neck, New York, is dedicated to developing strong relationships with each client and providing personalized financial guidance as life situations change. With over 30 years of experience at Merrill Lynch Wealth Management, Edna focuses on helping clients achieve their personal and financial goals through tailored wealth management strategies. She works with individuals, families, small businesses, and non-profit organizations on education, retirement, estate planning, and more. Edna received her Bachelor of Science Degree from Cornell University and a Master of Business Administration from Baruch College. At Merrill Lynch Wealth Management, the team is committed to putting clients' interests first and giving back to the community through volunteering. The Merrill Personal Wealth Analysis™ helps build personalized financial plans centered on clients' goals. The team, supported by the global resources of Merrill, consists of talented individuals dedicated to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Stacey Kitay is a dedicated professional with 30 years of experience in helping clients manage their wealth. Located at 805 Northern Boulevard, Great Neck, New York, United States, Stacey takes a comprehensive approach to financial planning, focusing on understanding each client's unique goals and needs. She offers access to the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. Stacey is committed to providing excellent service and assisting clients in pursuing their financial objectives. With an MBA in health care, she is also passionate about helping people in transition navigate their financial journey. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Stacey works with clients to develop personalized plans centered on their goals and priorities. By regularly reviewing and adjusting financial approaches, Stacey ensures that clients stay on track to achieve their aspirations. As a Merrill Lynch Wealth Management Advisor, Stacey puts her clients first, offering customized investment strategies and comprehensive financial solutions tailored to their individual needs. Whether planning for retirement, education, or other life milestones, Stacey is dedicated to helping clients achieve their financial goals.

Franklin Harold Financial, LLC is a reputable finance institution located at 3 Grace Avenue in Great Neck, New York, United States. With a strong focus on providing top-notch financial services, they offer a wide range of investment and wealth management solutions to help their clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and tailored financial advice to individuals and businesses alike. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Franklin Harold Financial, LLC is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Matthew Chamberlin - Financial Advisor at Ameriprise Financial Services, LLC, located at 98 Cuttermill Road in Great Neck, New York, offers personalized financial planning services to help clients achieve their goals. With a focus on retirement, education, and major purchases, Matthew provides investment recommendations tailored to individual risk tolerance. Regular meetings and progress reviews ensure that strategies are adjusted as life changes. Clients can easily access their accounts and track progress online. Schedule a complimentary consultation to learn more about how Matthew can help you reach your financial goals. Please note that securities business is conducted only in states where the advisor is registered. Ameriprise Financial cannot guarantee future results. Member FINRA and SIPC.

Peter Sanoulis is a Financial Advisor at Ameriprise Financial Services, LLC located at 111 Great Neck Road, Great Neck, New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. Peter specializes in providing financial advice to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethics and continuous education, Peter Sanoulis is dedicated to helping his clients achieve their financial goals.

Larry Jay Schwartz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 98 Cuttermill Road, Great Neck, New York, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Regular meetings are held to review progress, update strategies as life changes, and track your financial journey. You can access your investments and accounts from any device securely. Larry Jay Schwartz may only conduct securities business with residents of states in which he is properly registered. The institution offers an initial consultation on financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results. Members of this institution agree to abide by the terms of the Ameriprise Financial Website Rules and Regulations. Referrals are appreciated, and the institution will reach out to them soon. Privacy and security are a top priority at Ameriprise Financial Services, LLC.

Hyer, Douglas- Financial Planner is a reputable finance institution located at 233 East Shore Road in Great Neck, New York, United States. Specializing in financial planning services, the institution offers expert advice and guidance to help individuals and businesses achieve their financial goals. With a dedicated team of professionals, Hyer, Douglas- Financial Planner is committed to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, save for retirement, or plan for the future, you can trust Hyer, Douglas- Financial Planner to provide comprehensive financial services that will help you secure a stable financial future.

Merrill Lynch Financial Advisor Thomas P Schalk is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. They prioritize understanding your goals and priorities through personalized conversations. They believe in helping you make investment decisions that align with your meaningful goals, whether it's planning for retirement, buying a home, funding education, or passing on wealth to future generations. Their team of experienced professionals uses the Investment Personality Assessment to tailor a financial approach to your preferences. They offer personalized plans, investment insights, and banking solutions to help you manage, grow, and preserve your wealth. With a focus on exemplary client service, they aim to build strong relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ and regular check-ins, they ensure your financial approach reflects changes in your life and the markets. They are committed to helping you achieve your goals and stay on track through personalized strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor Mandy J. Rofe, located at 805 Northern Boulevard, Great Neck, New York, is a trusted finance institution dedicated to helping clients prioritize and pursue their financial goals. Mandy focuses on connecting all aspects of clients' financial lives to create personalized strategies aligned with their aspirations. With over 25 years of experience in the financial services industry, Mandy is committed to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, Mandy and her team offer a wide range of resources to help clients navigate the complexities of their financial lives. From personalized investment strategies to comprehensive financial solutions, they are dedicated to helping clients achieve their goals. By understanding each client's unique needs, priorities, and financial situation, Mandy works to design a tailored approach that reflects their individual circumstances.

Merrill Lynch Financial Advisor Kevin Condon, located at 805 Northern Boulevard in Great Neck, New York, is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. With a background in finance and experience at top financial institutions, Kevin provides personalized wealth management guidance and tailored financial strategies for affluent individuals, families, and businesses. He focuses on risk management and asset diversification to help clients preserve and grow their assets. Kevin holds a Bachelor of Science from Mount St. Mary’s University and is a CFA Charterholder. His team, FCMH Wealth Management & Associates, offers comprehensive financial solutions including cash and lending options, wealth structuring, and tax efficient portfolio management. Kevin's approach is centered on understanding each client's unique goals and priorities, and designing a personalized plan to help them achieve financial success. Whether planning for retirement, education expenses, or wealth transfer, Kevin works with clients to develop a customized investment approach that reflects their personality and life priorities. As a Merrill Lynch Wealth Management Advisor, Kevin is dedicated to helping clients navigate the complexities of their financial lives and pursue their goals.

Merrill Lynch Financial Advisor Richard A DiLeonardo is a trusted finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Every relationship with this institution starts with a conversation to help identify and prioritize your goals. Whether you are planning for retirement, saving for a home, or funding education, the team at Merrill Lynch will listen to your needs and provide personalized advice and guidance. Through their Investment Personality Assessment, they gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. The institution offers tools to help you track changes in your life and goals, ensuring that your financial approach remains reflective of your needs. The team at Merrill Lynch believes in putting you first, focusing on what matters most to you and helping you create a financial approach that suits your personality and priorities. They offer a range of services, including personalized investment strategies and comprehensive financial solutions from Bank of America. With experienced advisors, global resources, and a commitment to building strong client relationships, Merrill Lynch Financial Advisor Richard A DiLeonardo is dedicated to helping you achieve your financial goals.

Women Wealth Solutions is a finance institution located at 9 Park Place in Great Neck, New York, United States. Our mission is to empower women to take control of their financial future through personalized wealth management solutions. Our team of experienced financial advisors is dedicated to helping women achieve their financial goals and build a secure financial foundation. Whether you are planning for retirement, investing for the future, or need assistance with estate planning, Women Wealth Solutions is here to provide you with the guidance and support you need. Visit us today to start your journey towards financial independence.

The WealthPlan LLC, located at 60 Cuttermill Road in Great Neck, New York, is a finance institution that offers personalized wealth strategies designed exclusively for your needs. Led by Certified Financial Planner David Warshaw, who has over 20 years of experience, the institution follows a unique Four Seasons Approach to Financial Planning. This approach provides a fully customizable framework to help clients reach their retirement goals by guiding them through each quarter of the year with tailored strategies. At The WealthPlan LLC, the focus is on optimizing clients' finances for both the present and the future. By helping clients understand their monthly expenses, savings rate, and future income, the institution aims to ensure that clients can retire with confidence. Proactive tax planning is also a key aspect, with a thorough review of prior year's tax returns and strategies to lower taxes using tools like Holistiplan.

Mid-Atlantic Securities, Inc. is a leading finance institution located at 98 Cuttermill Road in Great Neck, New York. With a strong presence in the financial industry, Mid-Atlantic Securities, Inc. offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are an individual investor or a corporate entity, Mid-Atlantic Securities, Inc. is committed to providing top-notch financial services to meet your needs.

Merrill Lynch Wealth Management is a prestigious finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With a reputation for excellence in financial services, Merrill Lynch offers a wide range of wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced financial advisors provide personalized advice and guidance to clients, helping them navigate the complexities of the financial world and make informed decisions. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Merrill Lynch Wealth Management is dedicated to helping you build a secure financial future.

TD Ameritrade is a renowned financial institution located at 1900 Northern Boulevard in Manhasset, New York. As a leading player in the finance industry, TD Ameritrade offers a wide range of investment services, including online trading, retirement planning, and wealth management. With a strong reputation for reliability and customer service, TD Ameritrade is a trusted partner for individuals looking to grow and manage their financial portfolios. Whether you are a seasoned investor or just starting out, TD Ameritrade provides the tools and expertise to help you achieve your financial goals.

Welcome to Mashomack Preserve, a breathtaking natural oasis located at 79 South Ferry Road, Shelter Island, New York. Just 90 miles from the hustle and bustle of New York City, Mashomack Preserve spans over 2,350 acres of serene landscapes, including 11 miles of pristine coastline, lush woodlands, vibrant fields, and tranquil tidal creeks. This cherished sanctuary is recognized as one of the richest habitats in the Northeast, offering visitors a unique opportunity to connect with nature and explore the diverse ecosystems that thrive here. Whether you're a nature enthusiast, bird watcher, or simply seeking a peaceful retreat, Mashomack has something for everyone. With over 200 bird species recorded since 1980, including the majestic osprey and vibrant scarlet tanagers, the preserve is a bird-watching paradise. The preserve's diverse habitats also support a wide array of wildlife, from painted turtles and monarch butterflies to foxes and deer, ensuring that every visit is filled with discovery.

Welcome to Goldstein & Bashner, your trusted personal injury lawyers located at 320 Carleton Avenue, Central Islip, New York. With a deep understanding of the profound impact that serious personal injuries can have on individuals and their families, we are dedicated to fighting for justice and accountability on your behalf. At Goldstein & Bashner, we specialize in personal injury law, a field that encompasses a wide range of negligence and harm scenarios. Our experienced Long Island personal injury attorneys are ready to step into the fray, assess your case, and build the strongest possible claim to secure the financial compensation you deserve. Whether you are dealing with medical bills, lost wages, or emotional suffering, our team is here to guide you through the legal process with expertise and compassion.

Welcome to Astor Lane Realty, your premier destination for all your real estate needs in Westchester County, New York. Located at 531 Central Park Avenue in the charming town of Scarsdale, we pride ourselves on being the best resource for buying or selling homes in the local market. Whether you’re searching for a cozy condo, sprawling estate, or a promising investment property, our website offers the most comprehensive and user-friendly real estate search tools available. Updated every 15 minutes directly from the official Realtor®'s database, you can trust that the information you find is current and reliable. Our website not only allows you to save searches and receive daily alerts about new listings and price changes, but it also offers an Interactive Map Search. This feature enables you to view properties on a map, or refine your search by drawing boundaries around your desired area. Curious about the market trends in your neighborhood? Create a custom market report to see what's active, under contract, and sold near you.