TOP 30 Investment knowledge in Jericho, New York

21 results found

Sonny Sahni - State Farm Insurance Agent is a reputable insurance agency located at 365 Jericho Turnpike in Syosset, New York, United States. We proudly serve Nassau, Suffolk counties, and the entire State of New York, offering home insurance in various areas including Syosset, Muttontown, Oyster Bay Cove, Jericho, Woodbury, Hicksville, Huntington, Melville, Dix Hills, and adjoining areas. Our dedicated professionals are knowledgeable in their designated lines of business and deeply care about our customers, providing a remarkable customer service experience. Our team works hard to reach our goals together and have fun while doing it. We offer a range of insurance products including life insurance, annuities, and pet insurance. Customers can also access investment options through State Farm VP Management Corp. and deposit products through U.S. Bank National Association. For more information, visit our office or call us at (516) 802-3333.

Omni Life Associates Inc is a reputable insurance agency located at 375 North Broadway in Jericho, New York, United States. With a focus on providing comprehensive insurance solutions to individuals and businesses, Omni Life Associates Inc offers a wide range of insurance products tailored to meet the unique needs of each client. Their team of knowledgeable and experienced insurance professionals is dedicated to helping clients protect what matters most to them. Whether you are looking for personal insurance coverage or commercial insurance solutions, Omni Life Associates Inc is committed to providing exceptional service and peace of mind to their valued clients.

Strategies for Wealth is a prominent finance and insurance agency located at 50 Jericho Quadrangle in Jericho, New York, United States. Our dedicated team of professionals is committed to helping clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment planning, retirement planning, insurance solutions, and estate planning. With our expertise and personalized approach, we strive to provide our clients with the tools and knowledge they need to secure their financial future. Visit us today to learn more about how we can help you navigate the complexities of wealth management.

Merrill Lynch Wealth Management, located at 100 Jericho Quadrangle in Jericho, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch can provide personalized financial strategies based on years of knowledge and expertise in wealth management. They go beyond just wealth planning advice, offering services such as retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports local communities and organizations. As a Merrill client, you have access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources to help you achieve your financial goals.

Vasilios Ageletopoulos - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 500 North Broadway, Jericho, New York, United States. Vasilios Ageletopoulos 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 showcase his expertise in various aspects of financial planning and management, ensuring that clients receive comprehensive and specialized advice tailored to their individual needs. Whether you are a retiree, small business owner, or someone planning for the future, Vasilios Ageletopoulos has the knowledge and skills to help you achieve your financial goals.

Mark Grossmann - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, offers a wide range of financial services to meet the needs of individuals and businesses. Mark Grossmann holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Mark Grossmann is dedicated to providing personalized financial solutions to help clients achieve their goals. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Mark Grossmann is committed to guiding you every step of the way.

Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 333 Jericho Turnpike in Jericho, New York, offers a wide range of financial services. Vincent De Vita holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuing education, Vincent De Vita is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, or estate planning, Vincent De Vita is a trusted advisor with the knowledge and experience to help you achieve your financial goals. Contact Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC today for expert financial guidance tailored to your specific needs.

Christopher Skutnik is a Financial Advisor at Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, United States. He 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. He specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, addressing various aspects such as asset management, estate planning, retirement planning, risk management, and investment strategies. Christopher Skutnik is dedicated to upholding the highest ethical standards and staying current with the latest industry knowledge to best serve his clients' financial needs.

David Newman is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 6900 Jericho Turnpike, Syosset, New York, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, domestic partnership planning, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, retirement planning, divorce financial analysis, exit planning, financial planning for seniors, and more. David's extensive knowledge and commitment to excellence make him a trusted advisor for individuals seeking comprehensive and personalized financial guidance.

John Campbell - UBS Financial Services Inc. is a reputable finance institution located at One Jericho Plaza in Jericho, New York, United States. With a strong focus on providing top-notch financial services, the institution is committed to helping clients achieve their financial goals and secure their financial future. The team at John Campbell - UBS Financial Services Inc. is highly experienced and knowledgeable in various aspects of finance, ensuring that clients receive personalized and expert advice to meet their unique financial needs. Whether you are looking for investment advice, wealth management services, or retirement planning, John Campbell - UBS Financial Services Inc. is dedicated to providing you with the best solutions to help you reach your financial objectives.

Raida Obeidat - Realtor is a premier real estate agency located at 277 Jericho Turnpike in Syosset, New York. With a stellar reputation for excellence and a commitment to providing top-notch service, Raida Obeidat - Realtor is the go-to agency for all your real estate needs in the United States. Whether you are looking to buy, sell, or rent a property, their team of experienced and knowledgeable real estate agents will guide you every step of the way. Trust Raida Obeidat - Realtor to help you find your dream home or investment property in Syosset and beyond.

Welcome to Smart Choice Automobile Sales, your premier destination for quality vehicles in Huntington, New York. Conveniently located at 1729 East Jericho Turnpike, our dealership offers an extensive selection of cars to meet every taste and budget. Whether you're in the market for a sleek sedan, a spacious SUV, or a reliable truck, Smart Choice Automobile Sales is committed to helping you find the perfect vehicle that suits your needs. Our knowledgeable and friendly staff are dedicated to providing exceptional customer service and are here to guide you through every step of the car-buying process. We pride ourselves on creating a hassle-free and enjoyable experience, ensuring that you drive away with confidence in your new purchase.

ATM Machine at Commack Hand Car Wash Welcome to the ATM Machine at Commack Hand Car Wash, your local financial service provider conveniently located at 2207 Jericho Turnpike, Commack, New York 11725, USA. We offer a seamless and efficient ATM experience designed to meet your financial needs, whether you're a business owner or an individual looking for quick cash access.

Welcome to Valley Bank, your trusted financial partner located at 580 East Jericho Turnpike, Huntington Station, New York. At Valley Bank, we are dedicated to providing exceptional banking services tailored to meet the diverse financial needs of our community. As a full-service bank, we offer a comprehensive range of financial solutions including personal and business banking, loans, mortgages, and investment services. Our state-of-the-art ATM services ensure convenient and secure access to your funds anytime you need. With a commitment to customer service excellence, our knowledgeable team is here to assist you in achieving your financial goals. Visit Valley Bank today and experience the difference of a locally-focused financial institution that prioritizes your success.

Welcome to M&T Bank, your trusted partner in financial services located at 2020 Jericho Turnpike, Commack, New York. As a cornerstone of the local community, we are committed to providing personalized banking solutions to meet the diverse needs of individuals, families, and businesses. Our experienced team is dedicated to delivering exceptional customer service and expert financial guidance, ensuring that you achieve your financial goals with confidence. At M&T Bank, we offer a comprehensive range of services, including personal banking, business banking, loans, mortgages, investment services, and more. Whether you're looking to open a new account, secure a loan, or plan for your financial future, our knowledgeable staff is here to assist you every step of the way.

Welcome to Capital One Bank, conveniently located at 2050 Jericho Turnpike in Commack, New York. As a premier destination for all your banking and financial needs, we are committed to providing exceptional service and innovative solutions to help you manage your money with ease and confidence. Our branch offers a full suite of financial services, including personal and business banking, loans, credit cards, and investment opportunities. Whether you're looking to open a new account, apply for a mortgage, or simply use our ATM services, our knowledgeable and friendly staff are here to assist you. Visit us today and experience banking that puts you first. At Capital One Bank, your financial well-being is our top priority.

Welcome to Rug Renovating, the premier destination for expert rug cleaning and restoration services, conveniently located at 520 White Plains Road, Tarrytown, New York. As the oldest rug cleaning business in the United States, founded in 1896, we have been family-owned and operated for over a century, bringing unparalleled expertise and care to every rug we service. At Rug Renovating, we pride ourselves on delivering a cleaning process that is not only 200% more effective but also safer, utilizing no harsh chemicals. Our state-of-the-art cleaning facility is equipped with patented tools and innovative equipment, specifically designed for oriental and various other types of rugs, ensuring a thorough yet gentle cleaning process.

Welcome to Angela Wahidi, Team Living Luxury @ VORO Real Estate, your premier destination for luxury real estate services in New York. Located at 888 Jericho Turnpike, Dix Hills, New York 11746, we invite you to explore the world of exquisite properties that stretch from the scenic East End to the breathtaking views of Manhattan. Angela Wahidi, a New York native and luxury real estate expert, brings a wealth of knowledge and experience to each client she serves. Growing up in a large, close-knit family on Long Island, Angela appreciates the profound significance of transforming a house into a home. With a Bachelor’s degree in Business Management & Finance and a Real Estate License, Angela delivers unparalleled satisfaction and exceptional returns on your investment.

Welcome to Ashley Swails Real Estate, your trusted partner in navigating the dynamic real estate market of Long Island, NY. Conveniently located at 956 West Jericho Turnpike in Smithtown, our office is the perfect starting point for your property journey. As a dedicated real estate salesperson, Ashley Swails brings a wealth of local knowledge and a passion for helping clients achieve their real estate goals. Whether you're buying, selling, or investing, Ashley provides personalized service, expert advice, and a commitment to making your experience smooth and successful. Discover the difference that local expertise and personalized attention can make. Contact Ashley Swails Real Estate today and let us help you find your dream home or the perfect investment opportunity in beautiful Long Island.

Welcome to Brandon Eilbert, Realtor at EXIT Realty Achieve, your trusted partner in real estate located in the heart of Smithtown, New York. Situated at 956 West Jericho Turnpike, our office is dedicated to providing exceptional real estate services to the vibrant communities of Smithtown and the surrounding areas. Whether you're buying, selling, or investing, Brandon Eilbert brings a wealth of knowledge, personalized service, and a commitment to achieving your real estate goals. As part of the renowned EXIT Realty Achieve team, we leverage cutting-edge technology and a deep understanding of the local market to deliver results that exceed expectations. Discover a seamless and rewarding real estate experience with Brandon Eilbert, where your dreams find their home. Visit us today and take the first step towards your real estate success.

Welcome to Melanie Mazzeo Douglas Elliman Real Estate, your trusted partner in navigating the dynamic real estate market of Huntington, New York, and beyond. Conveniently located at 1772 East Jericho Turnpike, our agency prides itself on offering unparalleled expertise and personalized service to each of our valued clients. Whether you are buying, selling, or investing, our dedicated team of experienced real estate professionals is committed to helping you achieve your goals with confidence and ease. At Melanie Mazzeo Douglas Elliman Real Estate, we blend local market knowledge with the extensive resources of the renowned Douglas Elliman network to provide you with strategic insights and innovative solutions tailored to your unique needs. Discover the difference with us today and let us guide you home.