TOP 30 Best Investment strategy in Merrick, New York
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Merrick Financial Group LLC
● ClosedMerrick Financial Group LLC is a reputable finance institution located at 1840 Merrick Avenue in Merrick, New York, United States. With a strong commitment to providing high-quality financial services, Merrick Financial Group LLC offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Merrick Financial Group LLC today to learn more about their services and how they can assist you in managing your finances effectively.
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Lighthouse Strategies LLC
● ClosedLighthouse 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.
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H&R Block
● ClosedH&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.
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Fryman PC
● ClosedFryman PC is a boutique firm located in Valley Stream, New York, specializing in commercial litigation for small to midsize enterprises. Led by founder and principal David Fryman, our team of experts is dedicated to providing top-notch legal support for founders, entrepreneurs, and investors facing contract disputes, business dissolution, and intellectual property issues. With over a decade of experience, we have a proven track record of helping businesses navigate complex legal challenges and achieve favorable outcomes. Our outside general counsel services are tailored to meet the specific needs of early-stage founders, offering the expertise and availability of a full-time lawyer in a more affordable and accessible framework.
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Objective Wealth Management
● OpenObjective Wealth Management is a finance institution located at 50 Merrick Road in Rockville Centre, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We provide objective advice and guidance to help clients navigate the complexities of the financial world and make informed decisions. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Objective Wealth Management is here to help you every step of the way.
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Merrill Lynch Wealth Management
● ClosedMerrill 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.
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Hamilton Capital
● ClosedHamilton Capital is a finance institution located at 31 South Merrick Avenue in Merrick, New York. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Hamilton Capital is here to help you every step of the way. Contact us today to learn more about how we can assist you in achieving financial success.
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John P Spinelli, CPA, CFP, P.C.
● ClosedJohn P Spinelli, CPA, CFP, P.C. is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, they are dedicated to helping you achieve your financial goals. Trust John P Spinelli, CPA, CFP, P.C. for all your accounting and finance needs.
100 Merrick Rd #514, Rockville Centre, NY 11570, United States -
Harry Katz & Associates
● OpenHarry 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.
303 Merrick Rd # 502, Lynbrook, NY 11563, United States -
Al Osbourne - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAl 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.
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Edward Jones - Financial Advisor: Steven Katz
● ClosedEdward 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.
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Randall C Perkins - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRandall 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.
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Raymond James Financial Services
● OpenRaymond 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.
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North Shore Wealth Management Group, LLC
● ClosedNorth 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.
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JMS Global
● OpenJMS 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.
217 Merrick Rd, Amityville, NY 11701, United States -
Cobra Consulting Group
● ClosedCobra 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.
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UNIFIED BROKERAGE, LLC
● OpenWelcome to Unified Brokerage, LLC – your trusted partner in real estate located in the heart of Queens, New York. Situated at 216-17 Merrick Boulevard, we specialize in providing exceptional real estate services tailored to meet the unique needs of our diverse clientele. Whether you're buying, selling, or renting, our experienced team is dedicated to guiding you through every step of the process with professionalism and integrity. At Unified Brokerage, LLC, we pride ourselves on our in-depth knowledge of the local real estate market and our commitment to delivering personalized solutions. Our goal is to ensure that your real estate experience is seamless and satisfying, whether you're a first-time homebuyer, a seasoned investor, or looking for your next rental property.
216-17 Merrick Boulevard, Queens, New York 11413, United States -
Marino John J
● ClosedMarino 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.
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On Point Land Services Corporation
● ClosedOn Point Land Services Corporation is an insurance agency located at 2163 Merrick Avenue in Merrick, New York. We specialize in providing comprehensive insurance solutions for all your land-related needs. Our team of experienced professionals is dedicated to helping you protect your investments and assets. Whether you are a landowner, developer, or contractor, we have the expertise to find the right insurance coverage for you. Trust On Point Land Services Corporation to keep you covered and secure in all your land endeavors.
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People's Alliance Federal Credit Union
● ClosedWelcome to People's Alliance Federal Credit Union, your trusted partner in financial success, located conveniently at 110-31 Merrick Boulevard, Queens, New York 11433. As a member-focused financial institution, we pride ourselves on offering a comprehensive range of financial services tailored to meet the unique needs of our community. Our mission is to empower our members with the tools and resources needed to achieve their financial goals through personalized service, competitive rates, and innovative solutions. At People's Alliance Federal Credit Union, we offer a variety of products and services including savings and checking accounts, loans, mortgages, and investment options, all designed with your financial well-being in mind. Our dedicated team of financial experts is committed to providing exceptional service and guidance, ensuring you have the support you need every step of the way.
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A G Morgan Financial LLC
● OpenA G Morgan Financial LLC is a finance institution located at 5260 Merrick Road in Massapequa, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, A G Morgan Financial LLC is here to help you every step of the way. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.
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Pinnacle Taxx Advisors Inc
● ClosedPinnacle Taxx Advisors Inc is a reputable finance institution located at 3394 Merrick Road in Seaford, New York, United States. With a team of experienced financial experts, Pinnacle Taxx Advisors Inc provides comprehensive tax advisory services to individuals and businesses. Whether you need assistance with tax planning, preparation, or resolution, their knowledgeable staff is dedicated to helping you navigate the complexities of the tax system and achieve your financial goals. Trust Pinnacle Taxx Advisors Inc to provide you with expert guidance and personalized solutions for all your tax needs.
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Pan-Link International Corporation
● ClosedPan-Link International Corporation is a leading institution located at 300 Merrick Road in Lynbrook, New York, United States. Specializing in international business and trade, Pan-Link offers a wide range of services including import and export consulting, supply chain management, and global sourcing solutions. With a strong network of partners and suppliers around the world, Pan-Link is dedicated to helping businesses navigate the complexities of the global market and expand their reach. With a commitment to excellence and customer satisfaction, Pan-Link International Corporation is your trusted partner for all your international business needs.
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Atm Realty
● ClosedAtm 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.
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Clover Commercial Corp
● ClosedClover 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.
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Prudential | Richard Burg | Life Insurance & Financial Services
● OpenPrudential | Richard Burg | Life Insurance & Financial Services is a reputable finance and insurance agency located at 2982 Judith Drive in Merrick, New York. With a focus on providing quality life insurance and financial services, our experienced team is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are looking for life insurance coverage or investment opportunities, we are here to assist you every step of the way. Contact us today to learn more about our services and how we can help you achieve your financial goals.
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Merrill Lynch Financial Advisor Michael Bausk
● ClosedMerrill Lynch Financial Advisor Michael Bausk is a finance institution located at 266 Merrick Road in Lynbrook, New York, United States. As a trusted financial advisor, Michael Bausk provides personalized financial planning and investment services to help clients achieve their financial goals. With expertise in wealth management, retirement planning, and investment strategies, clients can count on Merrill Lynch Financial Advisor Michael Bausk for expert guidance and support in navigating the complexities of the financial world.
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Merrill Lynch Financial Advisor Glenn A Krevans
● ClosedMerrill Lynch Financial Advisor Glenn A Krevans is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The Polakoff/Krevans team offers a strategy that puts clients at the center of the planning process, focusing on personal goals and priorities. With access to global investing capabilities and banking solutions, the team assists in identifying and prioritizing personal goals such as education funding, retirement planning, health care costs, and wealth preservation. A personalized financial strategy is developed aligned with client goals, aiming to manage, grow, and preserve wealth. The team believes in a dynamic wealth management process that evolves with clients' changing needs and goals. By understanding clients' aspirations and priorities, the team creates a financial approach that reflects their investment personality and is built around life priorities. The Investment Personality Assessment is used to customize the financial approach to help clients pursue what matters most to them. Regular check-ins and adjustments to the financial approach ensure clients stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors help clients navigate the complexities of their financial lives to pursue their goals.
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Merrill Lynch Financial Advisor Jeremy Jacobs
● Closedbut it is certainly worth considering. "The Merrill Lynch Financial Advisor Jeremy Jacobs" institution, located at 266 Merrick Road, Lynbrook, New York, United States, is dedicated to managing your wealth with a personalized and flexible strategy tailored to your unique financial goals. The institution offers access to investment insights from Merrill and banking solutions from Bank of America, ensuring a comprehensive approach to wealth management. The team at Merrill Lynch Wealth Management, led by Jeremy Jacobs, is committed to building strong client relationships based on trust and personalized service. By conducting a Merrill Personal Wealth Analysis™, the institution can develop a personalized plan centered on your goals and priorities. With a focus on understanding your financial aspirations and priorities, the institution aims to help you achieve your goals through a tailored financial approach. Through ongoing discussions and adjustments to your financial plan, the institution ensures that your approach reflects changes in your life and the financial markets. With a mission to understand you and what matters most to you, the institution offers a personalized approach to managing investment risk and turning your goals into reality. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, the institution can help you develop a plan to address your financial needs. With a dedicated Merrill advisor by your side, you can benefit from personalized investment strategies and comprehensive financial solutions to help you pursue your goals. Contact "The Merrill Lynch Financial Advisor Jeremy Jacobs" institution today to start building a customized investment approach that reflects your unique needs and priorities.
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Merrill Lynch Financial Advisor Jonathan Polakoff
● ClosedMerrill Lynch Financial Advisor Jonathan Polakoff is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The team focuses on your family, goals, and priorities, adapting to changes over time. By offering access to global investing capabilities and banking solutions, they can help identify and prioritize your personal financial goals, whether it's funding education, planning for retirement, or preserving wealth. The team believes in a personalized financial strategy that reflects your unique goals and investment personality. They offer the Merrill Personal Wealth Analysis™ to develop a plan centered on your goals. With regular check-ins and adjustments, they aim to help you stay on track to achieve what matters most to you. The team is committed to helping you reach your goals through a dedicated, one-on-one relationship based on personalized investment strategies and comprehensive financial solutions.
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