The 30 Best Investment finance in Merrick, New York

Thomas A Boatswain is a financial advisor at Ameriprise Financial Services, LLC located at 49 West Merrick Road in Freeport, New York, United States. He holds various certifications including 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 his expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Thomas A Boatswain is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Al Osbourne is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Al Osbourne holds various certifications including 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®. Al Osbourne specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. As a Certified Military Financial Advisor®, Al Osbourne is also trained to serve veterans and active duty military personnel. With a strong focus on ethics and expertise in various financial areas, Al Osbourne is dedicated to helping clients achieve their financial goals and secure their financial future.

Jonathan London is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States. Jonathan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. He is also a Certified Divorce Financial Analyst and a Certified Kingdom Advisor®, demonstrating his commitment to providing comprehensive financial planning services tailored to individual needs. With a focus on ethical practices and continuing education, Jonathan London is dedicated to helping clients achieve their financial goals and secure their financial future.

Belva Barned, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States, specializes in providing comprehensive financial planning services. Belva holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Belva is committed to upholding a high standard of ethics and continuously seeks to enhance her knowledge and skills to better serve her clients. Whether you are a retiree, small business owner, or high net worth individual, Belva's diverse expertise and personalized approach can help you achieve your financial goals. Contact Belva Barned today to discuss your financial needs and create a customized plan for your financial future.

James Newkirk is a Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States. James holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications highlight James' expertise in asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, James Newkirk can provide comprehensive financial advice tailored to your specific needs. Contact James Newkirk today for expert financial guidance.

Ideal Wealth Management is a premier finance institution located at 2116 Merrick Avenue in Merrick, New York, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your assets, plan for retirement, or protect your investments, Ideal Wealth Management is here to provide expert guidance and support. Trust us to help you secure your financial future.

Investors Capital Corporation is a finance institution located at 1 Broadcast Plaza in Merrick, New York, United States. They offer a wide range of financial services to help individuals and businesses manage and grow their wealth. With a team of experienced professionals, Investors Capital Corporation provides personalized investment strategies and advice to help clients achieve their financial goals. Whether you are looking to invest in stocks, bonds, mutual funds, or other financial products, Investors Capital Corporation can help you make informed decisions and navigate the complexities of the financial market. Trustworthy and reliable, Investors Capital Corporation is committed to helping clients secure their financial future.

Edward Jones - Financial Advisor: Steven Katz is a reputable finance institution located on Merrick Road in Seaford, New York, United States. As a trusted financial advisor, Steven Katz provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, clients can feel confident in their financial future with the guidance of Steven Katz at Edward Jones.

JOSEPH A MOCNIAK JR - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4510 Merrick Road, Massapequa, New York, United States, is a prestigious finance institution offering a wide range of services to individuals seeking expert financial advice. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the institution ensures that their advisors are highly qualified and knowledgeable in areas such as asset management, estate planning, retirement planning, and investment strategies. The institution also provides specialized services for domestic partners, seniors, retirees, and small business owners. Whether you are looking for advice on fixed-rate and variable annuities, estate planning, or long-term care insurance, the experienced advisors at JOSEPH A MOCNIAK JR - Private Wealth Advisor, Ameriprise Financial Services, LLC, are here to help you make informed financial decisions tailored to your individual needs.

Michael G Conway is a financial advisor at Ameriprise Financial Services, LLC located at 4510 Merrick Road in Massapequa, New York. With a focus on understanding your financial goals and priorities, Michael offers personalized advice to help you plan for the future. Whether you are saving for college, planning for retirement, or investing for the long term, Michael can help you feel more confident and in control of your financial life. As a registered advisor, Michael G Conway can only conduct securities business with residents of certain states. You can find more information about his background and qualifications on FINRA's BrokerCheck website. Schedule a consultation to discuss your financial goals and learn more about how Michael can help you prepare for the unexpected and achieve your objectives.

Thomas Augustus Matera - Financial Advisor at Ameriprise Financial Services, LLC, located at 4510 Merrick Road, Massapequa, New York, United States, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Thomas can help navigate the ups and downs of the market and plan for a secure retirement. The institution provides background and qualification information on FINRA's BrokerCheck website, as well as a Client Relationship Summary Disclosure. Through the Retirement InteractiveSM tool, clients can explore potential challenges to their retirement income and make informed decisions. Thomas Matera is registered to conduct securities business in select states and is a member of FINRA and SIPC. Ameriprise Financial cannot guarantee future financial results, but is committed to helping clients plan for a secure financial future. Clients are encouraged to refer friends and family members to Thomas Matera for personalized financial guidance.

Randall C Perkins is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Specializing in finance, Randall Perkins 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 his expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Certified Military Financial Advisor®, Randall Perkins is also trained to serve veterans and active duty personnel. With a commitment to ethical practices and continuing education, Randall C Perkins is dedicated to providing comprehensive financial planning services for individuals and businesses.

Ohanna Capital is a financial institution located at 90 Merrick Avenue in East Meadow, New York. Specializing in ATM services and finance, Ohanna Capital provides convenient and reliable financial solutions for individuals and businesses in the area. With a commitment to customer satisfaction and professionalism, Ohanna Capital is a trusted partner for all your financial needs.

Klerer Financial Services, Inc. is a reputable finance institution located at 3272 Merrick Road in Wantagh, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Klerer Financial Services, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Visit them today to see how they can help you secure your financial future.

Clover Commercial Corp is a finance institution located at 2650 Merrick Road in Bellmore, New York. With a focus on providing financial services to businesses and individuals, Clover Commercial Corp offers a range of products and solutions to meet the diverse needs of its clients. Whether you are looking for assistance with loans, investments, or other financial services, the experienced team at Clover Commercial Corp is dedicated to helping you achieve your financial goals. Visit their location in Bellmore, New York to learn more about how they can help you manage and grow your finances.

Raymond James Financial Services is a finance institution located at 5510 Merrick Road in Massapequa, New York, United States. With a focus on providing comprehensive financial services to individuals and businesses, Raymond James offers a wide range of investment options, retirement planning, wealth management, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, Raymond James Financial Services is committed to providing personalized solutions tailored to your unique needs.

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.

North Shore Wealth Management Group, LLC is a finance institution located at 5000 Merrick Road in Massapequa, New York, United States. Our team of experienced financial advisors and wealth managers are dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a range of services including investment management, retirement planning, and estate planning. At North Shore Wealth Management Group, LLC, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Contact us today to learn more about how we can help you reach your financial goals.

JMS Global is a leading finance institution located at 217 Merrick Road in Amityville, New York, United States. We provide a wide range of financial services to clients, including wealth management, investment advisory, and financial planning. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. At JMS Global, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Contact us today to learn more about how we can help you achieve financial success.

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 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.

The apartment building at 528 Merrick Road in Lynbrook, New York offers modern and spacious living spaces for residents looking for a convenient and comfortable place to call home. With a prime location in the heart of Lynbrook, residents have easy access to shopping, dining, and entertainment options. The building features amenities such as on-site parking, laundry facilities, and a fitness center. Each apartment is beautifully designed with high-end finishes and appliances, creating a stylish and inviting atmosphere. Whether you're looking for a one-bedroom or two-bedroom apartment, this building provides a welcoming community for residents to enjoy.

Atm Realty is a reputable real estate agency located at 249 West Merrick Road in Freeport, New York. Our experienced team of agents is dedicated to helping clients buy, sell, and rent properties in the area. We offer personalized service, expert guidance, and a commitment to finding the perfect home or investment for our clients. Contact Atm Realty today for all your real estate needs in Freeport, New York.

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 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.

Cobra Consulting Group is a leading finance institution located at 2340 McCord Avenue in Merrick, New York. Our team of experienced financial experts provide a wide range of services including investment management, financial planning, and risk assessment. We are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how Cobra Consulting Group can assist you with your financial needs.

Liberty Tax is a finance institution located at 110-14 Merrick Boulevard in New York, United States. With a focus on providing tax preparation services and financial advice, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of tax laws and maximize their financial potential. With experienced professionals and a commitment to customer service, Liberty Tax is a trusted partner for all your financial needs.

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 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.

Lighthouse Strategies LLC is a finance institution located at 1485 Sycamore Avenue in Merrick, New York, United States. Specializing in providing strategic financial solutions, Lighthouse Strategies LLC offers a range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can trust Lighthouse Strategies LLC to provide expert advice and personalized financial planning. Whether you are looking to invest, save for the future, or manage your finances more effectively, Lighthouse Strategies LLC is dedicated to helping you navigate the complexities of the financial world with confidence and clarity.