TOP 30 Investment planning in Ronkonkoma, New York

24 results found

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.

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.

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.

Clean 'Em Up Cleaning Services is a trusted institution located at 650a Portion Road, Ronkonkoma, New York, United States. Our team of professionals takes pride in providing meticulous attention to detail, ensuring a sparkling clean home without breaking the bank. Our services are easy to schedule in just 3 simple steps - book your appointment online or call us for our white glove service. Whether you need a move in/out cleaning, weekly cleaning, or a special cleaning for a real estate listing, we've got you covered with our unrivaled excellence and precision.

American Millennium Group is a leading finance institution located at 2120 5th Avenue in Ronkonkoma, New York. With a strong presence in the United States, AMG offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether it's investment management, retirement planning, or wealth management, American Millennium Group is dedicated to providing top-notch service and support to their clients. Visit their office in Ronkonkoma to learn more about how AMG can help you secure a prosperous financial future.

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.

Capital One Bank is a financial institution located at 131 Portion Road in Ronkonkoma, New York, United States. As a leading bank, Capital One offers a wide range of financial services including banking, ATM services, and finance solutions. With a commitment to providing excellent customer service and innovative financial products, Capital One Bank is a trusted choice for individuals and businesses looking to manage their finances effectively.

Welcome to House MD Healthcare, your trusted partner in personalized medical care, conveniently located at 5018 Express Drive South, Lake Ronkonkoma, New York 11779. Our unique approach to healthcare brings the doctor to you, whether at home, in your office, or even at your hotel room, ensuring that you receive the care you need, wherever you are. We also offer virtual visits through our Enhanced Telehealth platform, allowing you to connect with your physician easily and efficiently. At House MD Healthcare, we pride ourselves on our compassionate and professional team, dedicated to providing top-quality medical services. Our patients appreciate the attentive and thorough care they receive from our skilled healthcare providers, such as Daniel Raio PA and our friendly medical assistant, Lorraine. We are committed to building lasting partnerships with our patients, offering personalized healthcare solutions tailored to your unique needs.

Welcome to Joseph M. Schwan CPA, PC Located in the heart of Lake Ronkonkoma, New York, Joseph M. Schwan CPA, PC is your trusted partner for all your accounting and financial needs. Situated at 329 Hawkins Avenue, our firm is dedicated to providing exceptional services to individuals and businesses in the community and beyond.

Welcome to CBMS Consulting Services, your trusted partner in accounting and finance located in the heart of Lake Ronkonkoma, New York. Situated conveniently at 650 Hawkins Avenue, we are dedicated to providing exceptional financial services to individuals and businesses in the community and beyond. At CBMS Consulting Services, we understand that navigating the complexities of financial management can be challenging. Our team of experienced professionals is committed to delivering personalized solutions tailored to meet your specific needs. Whether you're looking for expert tax preparation, strategic financial planning, or reliable bookkeeping services, we have the expertise to help you achieve your financial goals.

Welcome to Juleigha Schmidt - State Farm Insurance Agent, located at 1820 Middle Country Road, Centereach, NY 11720. As your dedicated State Farm agent, I am proud to serve Centereach and surrounding areas such as Selden, Farmingville, Lake Grove, Nesconset, and Lake Ronkonkoma. With deep roots in Suffolk County as a lifelong resident, homeowner, and business owner, I understand the importance of safeguarding what matters most to you. Our experienced team is committed to providing comprehensive insurance solutions, including Auto, Homeowners, Renters/Condo, Disability Insurance, and more. We focus not only on ensuring you have the right policies but also on helping you understand the significance of your coverage and how it benefits your family.

Welcome to the M&T Bank ATM located at Speedway 7641, 444 Portion Road, Lake Ronkonkoma, New York 11779. Our ATM is conveniently available 24 hours a day, 7 days a week, ensuring you have access to your finances whenever you need. As part of M&T Bank's extensive network, we offer a wide array of financial services including banking, insurance, investments, mortgage, and commercial financial services. With 980 branches and 2,100 ATMs, along with comprehensive online and mobile services, M&T Bank is committed to meeting your financial needs. Our ATM at Lake Ronkonkoma is designed to provide you with a seamless and secure banking experience. Whether you need to withdraw cash, check your account balance, or manage your finances, you can rely on our state-of-the-art facilities. Recognized by the Coalition Greenwich 2022 Commercial Banking Program, M&T Bank is proud to support our community and contribute to local business growth.

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 "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 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.

Visit M&T Bank ATM at Speedway 7860 in Ronkonkoma, NY Conveniently located at 3415 Veterans Memorial Highway, Ronkonkoma, New York 11779, the M&T Bank ATM at Speedway 7860 is your go-to destination for all your banking needs. Open 24 hours a day, 7 days a week, this ATM offers round-the-clock access to your accounts, allowing you to manage your finances at your convenience.

Welcome to Dime Community Bank, your trusted partner in financial services located at 4155 Veterans Memorial Highway, Ronkonkoma, New York 11779. As a premier local bank, we are dedicated to providing our community with a comprehensive range of financial solutions tailored to meet your unique needs. Whether you're looking to manage your personal finances, grow your business, or plan for the future, our team of experienced professionals is here to support you every step of the way. At Dime Community Bank, we offer a variety of banking services including savings and checking accounts, loans, mortgages, and investment opportunities. Our state-of-the-art ATM services ensure you have convenient access to your funds whenever you need them. We pride ourselves on our customer-centric approach, delivering personalized service that prioritizes your financial well-being.

Welcome to Steve Klinzing - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Patchogue, New York. Conveniently located at 288 Waverly Avenue, just south of Sunrise Highway at the intersection of Waverly and Roe, our office is easily accessible and right across from 7-Eleven. At Steve Klinzing State Farm Agency, we pride ourselves on delivering outstanding customer service and personalized insurance plans to meet your unique needs. Our multilingual team, fluent in English, Spanish, and French, is dedicated to providing you with a seamless experience, whether you're looking for Auto, Homeowners, Life, Renters, or Condo Insurance. We also offer specialized coverage such as Personal Articles Policy, Personal Liability Umbrella Policy, and Business Insurance to help you grow your business in Holbrook and beyond.

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 the Suffolk County Industrial Development Agency (SCIDA), your local government office dedicated to fostering economic growth and development in Suffolk County, New York. Located at 100 Veterans Memorial Highway in Hauppauge, SCIDA is committed to enhancing the economic landscape of Long Island, which boasts over 1,110 miles of stunning shoreline and ranks among the top regions in the United States for educational attainment. Our mission is to support and empower businesses through strategic financial incentives, helping them to grow, thrive, and contribute to the region's robust economy. In 2015 alone, Long Island generated an impressive $170 billion in Gross Regional Product, surpassing the economic output of 20 states.

Welcome to The Executive Group Realty, your premier real estate agency located in the heart of Lake Ronkonkoma, New York. Situated at 260 Hawkins Avenue, we proudly serve the diverse needs of our community and the surrounding areas with unparalleled dedication and expertise. Our mission is to provide exceptional service to both buyers and sellers, ensuring a seamless and rewarding real estate experience. At The Executive Group Realty, we understand that buying or selling a home is more than just a transaction; it's a life-changing decision. That's why our team of experienced and knowledgeable real estate professionals is committed to guiding you through every step of the process. Whether you're a first-time homebuyer, looking to invest, or planning to sell your property, we tailor our services to meet your unique needs and goals.

Welcome to Dawn Sells Long Island, where your real estate dreams become reality. Located at 457 Hawkins Avenue, Ronkonkoma, New York, our dedicated team is available 24/7 to help you navigate the dynamic world of real estate. Whether you're buying or selling, we are committed to making your experience seamless and rewarding. At Dawn Sells Long Island, we specialize in showcasing stunning properties, from charming ranches with radiant heated floors and cathedral ceilings to spacious hi-ranches with updated amenities. Our listings boast exquisite features like remodeled kitchens, Bluetooth-enabled baths, and private cul-de-sac locations, ensuring you find the perfect home that fits your lifestyle.

Welcome to LIREIA (Long Island Real Estate Investor Associations), your premier destination for real estate investing success on Long Island and beyond. Located at 5018 Express Drive South, Lake Ronkonkoma, New York, LIREIA is more than just a real estate agency; it is a thriving community dedicated to empowering both new and seasoned investors with the knowledge, resources, and connections needed to excel in the real estate market. At LIREIA, we believe that real estate investing is a team sport. Our mission is to provide a supportive and educational environment where you can gain the insights and skills necessary to grow your real estate portfolio. With over a decade of experience, our mentoring program has successfully guided over 200 investors, with many transitioning to full-time investing careers.

Welcome to Michael Repalone, Real Estate Agent at Signature Premiere Properties, your trusted partner in finding the perfect home or investment property in Ronkonkoma, New York, and the surrounding areas. Conveniently located at 4949 Express Drive North, our office is committed to providing exceptional real estate services tailored to meet your unique needs. With extensive local knowledge and a passion for helping clients achieve their real estate goals, Michael Repalone offers expert guidance whether you are buying, selling, or investing. Our comprehensive services include personalized property searches, market analysis, and strategic marketing plans designed to maximize property exposure and value.