Investment products review in Jericho, New York
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Sonny Sahni - State Farm Insurance Agent
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.
New York Life Logo
New York Life Logo is an insurance agency located at 40 Jericho Turnpike in Jericho, New York. Our institution offers a wide range of insurance products and services to help individuals and families protect their financial future. With a strong commitment to customer service and a reputation for reliability, New York Life Logo is dedicated to providing peace of mind and security to our valued clients. Contact us today to learn more about our insurance options and how we can help you plan for the unexpected.
Long Island Planning Group
The Long Island Planning Group, located at 6800 West Jericho Turnpike in Syosset, New York, is a finance institution founded by Robert Israel in 1975. Specializing in offering a wide range of financial products and services, the institution helps clients coordinate their life insurance, health insurance, disability insurance, and long-term care insurance needs with their financial goals. The team at Long Island Planning Group works with both individuals and businesses to create diversified portfolios that align with their specific objectives. The main goal of the institution is to establish and maintain long-term relationships with clients by understanding their needs and offering experienced financial advice and strategies. Collaboration with clients' advisors such as CPAs, attorneys, bankers, trustees, and trust officers is a key part of their team-oriented approach. Periodic reviews are conducted to ensure that clients' financial goals are being pursued effectively, even as they evolve over time.
Eileen Kohler - Financial Advisor, Ameriprise Financial Services, LLC
Eileen Kohler, a Financial Advisor at Ameriprise Financial Services, LLC, located at 333 Jericho Turnpike in Jericho, New York, is dedicated to helping clients achieve their financial goals. With a focus on retirement planning, education savings, and investment strategies, Eileen provides personalized recommendations based on individual goals and risk tolerance. Regular meetings are scheduled to review progress and adjust strategies as needed. Clients have secure access to their accounts and can track their progress towards their financial goals from any device. Eileen also offers insurance solutions to protect against the unexpected. To learn more about how Eileen can help you reach your financial goals, schedule a complimentary initial consultation. Please note that all investment products are subject to risks, and Ameriprise Financial Services, LLC is a registered investment adviser and a member of FINRA and SIPC. Eileen is registered to conduct securities business in certain states, so please refer to FINRA's BrokerCheck website for more information. Contact Eileen today to discuss your financial needs and start planning for a more secure future.
Ameriprise Financial
Ameriprise Financial is a finance institution located at 5036 Jericho Turnpike in Commack, New York, United States. Each Ameriprise advisor has their own "Top areas of focus" which can help align with your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that best suits your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will then reach out to schedule a complimentary initial consultation.
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. is a prestigious finance institution located at 2 Jericho Plaza in Jericho, New York, United States. The Jericho office is managed by Laura Kellerman, a seasoned leader with over 30 years of experience in Financial Services. Laura also oversees the Hauppauge, Melville, and West Hampton branches, collectively forming Oppenheimer's Long Island region. The advisors in this region manage approximately $2.4 billion in assets and have received industry accolades such as the "FT 401" by the Financial Times and recognition in the Long Island Business Reviews' "40 Under 40" and "Top Advisor" lists. The Jericho branch is situated in a modern building with state-of-the-art technology and amenities. The private offices offer a serene atmosphere with large windows for brightness and productivity. The building is centrally located on Jericho Turnpike, convenient for commuters, and offers ample parking for employees and clients. Additionally, the building features amenities like conference facilities, a Starbucks, fitness room, spa, cafeteria, and 24-hour security.
Jenny Alexandra Escobar: Primerica - Financial Services
Jenny Alexandra Escobar: Primerica - Financial Services is a finance and insurance agency located at 6800 Jericho Turnpike in Syosset, New York, United States. Our institution specializes in providing a wide range of financial services including investments, retirement planning, and insurance options. With a team of experienced professionals, we are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you in building a solid financial foundation.
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