TOP 30 Investment knowledge in Lynbrook, New York

7 results found

Welcome to the Oscar Espinal State Farm Agency, located in Rockville Center, NY! Our agency proudly serves a wide range of areas including Oceanside, Baldwin, Lynbrook, Valley Stream, Malverne, as well as Nassau and Suffolk Counties. We're also here to assist customers throughout the Five Boroughs and the entire State of New York! With over four years of experience in the insurance and financial services industry, I've had the pleasure of helping numerous customers. As a graduate of Hofstra University, I believe in providing concierge service to all our valued customers. Our team possesses the proficiency and knowledge to address any questions you may have, and we're committed to treating you like family both today and in the future.

Westco Financial Group, located at 77 Hempstead Avenue, Lynbrook, New York, is a comprehensive accounting, finance, and insurance agency. Our goal is to help you understand the opportunities and potential rewards that come with taking a proactive approach to your personal financial situation. Through our website, we aim to provide a better understanding of financial concepts related to insurance, investing, retirement, estate planning, and wealth preservation. We believe in the value of working with skilled professionals to help you achieve your financial goals. Westco Investment Corp is a Registered Broker/Dealer and a member of FINRA and SIPC. Westco Advisory Services, Inc. is an SEC Registered Investment Advisor. Visit our website to access Form CRS, broker-dealer firm brochures, and professional background information. Watch informative videos and use our calculators to enhance your financial knowledge. Trust Westco Financial Group to guide you towards a secure financial future.

Merrill Lynch Wealth Management is a finance institution located at 266 Merrick Road, Lynbrook, New York. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We take the time to understand your priorities, retirement goals, education funding, business issues, cash management, and credit strategies. Our branch offers access to Merrill's investing resources and Bank of America's banking convenience to create a framework for addressing financial challenges. We are committed to transparency, trust, and openness, and our advisor teams strive to develop intimate relationships with clients to discuss a wide range of financial needs. Through volunteerism and charitable outreach, we support the communities where we live and work. Our culture is dedicated to providing training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice to help clients pursue their financial goals. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering the skills and knowledge needed to assist individuals in pursuing their unique financial goals. Please consult legal and tax advisors before making any financial decisions. We offer a broad range of brokerage, investment advisory, and other services. Remember that investing involves risk, and past performance does not guarantee future results.

Merrill Lynch Financial Advisor Ravit Kaye, located at 266 Merrick Road, Lynbrook, New York, United States, offers a full range of wealth management services to highly accomplished individuals and their families. Ravit and her team of investment industry professionals combine their knowledge and capabilities with the global resources of Merrill to provide exemplary client service. With recognition from Forbes as a Top Women Wealth Advisor, Ravit is dedicated to helping clients achieve their financial goals through personalized advice and guidance. As a Chartered Retirement Planning Counselor™ and Merrill qualified Portfolio Manager, she can help clients pursue their objectives by managing their investments on a discretionary basis. With a background in finance and economics, Ravit is committed to building strong client relationships based on trust and personalized service. Whether it's transferring wealth to the next generation or customizing your financial approach, Ravit focuses on what matters most to you and your family. By understanding your goals and priorities, she can create a financial approach that reflects your personality and helps you address fluctuations in the market and changes in your life. Let Merrill Lynch Wealth Management Advisors help you navigate the financial complexities of life and build a customized investment approach to pursue your goals.

Harry Katz & Associates is a reputable finance institution located at 303 Merrick Road in Lynbrook, New York. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we have the knowledge and experience to guide you every step of the way. Trust Harry Katz & Associates to provide personalized financial solutions tailored to meet your unique needs.

Bryan’s Empire Primerica is a finance institution located at 25 Atlantic Avenue in Lynbrook, New York, United States. Our dedicated team of financial experts is committed to helping individuals and families achieve their financial goals through personalized financial planning and investment strategies. With a focus on education and empowerment, we strive to provide our clients with the tools and knowledge they need to secure their financial future. Whether you are looking to save for retirement, buy a home, or invest for the future, Bryan’s Empire Primerica is here to help you every step of the way. Visit us today to start building a solid financial foundation for tomorrow.

Welcome to Patriot Realty of Long Island, your premier real estate agency located at 10 Atlantic Street, Holtsville, New York. As a trusted name in Long Island real estate since 1991, we pride ourselves on delivering exceptional service to our clients. Whether you're buying, selling, or investing, our team is equipped with the expertise and dedication to help you achieve your real estate goals. Our user-friendly website, www.patriotrealtyoflongisland.com, is your gateway to the latest property listings and market insights. With our innovative Prospect Match feature, you can receive instant property alerts, ensuring you're always informed about new opportunities. Additionally, our website offers a comprehensive property evaluation tool, a mortgage calculator, and up-to-date mortgage rates to assist you in making informed decisions.