The 30 Best Investments in retirement in Lindenhurst, New York
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Kingsview Partners Lindenhurst Office
Kingsview Partners Lindenhurst Office is a leading finance institution located at 138 South 1st Street in Lindenhurst, New York. Our team of experienced professionals is dedicated to providing expert financial advice and services to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our team is here to help. Visit us today to learn more about how Kingsview Partners can help you secure your financial future.
The Retirement Center
The Retirement Center, located at 125A South Wellwood Avenue in Lindenhurst, New York, is a comprehensive institution offering services in finance, health, insurance, and legal matters. Our team of experts specializes in Personal Financial Planning, Estate Planning, Medicaid Planning, Elder Law, Mortgages, Insurances, and Wealth Management. With our newly renovated office space, we provide a comfortable environment for clients to plan their retirement goals. Our passionate Retirement Specialists are dedicated to helping members of the community achieve financial preparedness for retirement, ensuring worry-free enjoyment of their assets. We prioritize education and transparency, offering guidance on Medicare, Social Security, Estate Planning, Mortgages, and Business Insurance. Contact us today for personalized financial advice and support in achieving your retirement dreams.
The TE Group
The TE Group is a finance institution located at 138 South 1st Street in Lindenhurst, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or estate planning, we are here to help. Contact us today to learn more about how The TE Group can help you reach your financial goals.
Global Planning Consultants
Global Planning Consultants is a leading insurance agency located at 805 Albin Avenue in Lindenhurst, New York. Our team of experienced consultants provides expert guidance and personalized planning to help individuals and businesses secure their financial future. From life insurance and health insurance to retirement planning and investment strategies, we offer a wide range of services to meet our clients' needs. Trust Global Planning Consultants to provide you with the protection and peace of mind you deserve. Contact us today to schedule a consultation.
Danaher Wealth Management
Danaher Wealth Management is a premier financial institution located at 175 South Wellwood Avenue in Lindenhurst, New York. Specializing in finance, our team of experienced professionals provides expert wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Danaher Wealth Management is dedicated to providing personalized solutions tailored to your individual needs. Trust us to guide you towards financial success and security.
R. Seeger Wealth Management, Ltd
R. Seeger Wealth Management, Ltd. is a full-service wealth management firm located at 138 South 1st Street, Lindenhurst, New York, United States. Established in 2010, founder Richard Seeger serves as a fiduciary to clients along the East Coast, offering expertise in retirement services, estate planning, trust services, and next generation wealth education. Richard is a CERTIFIED FINANCIAL PLANNER™ and an active member of the Financial Planning Association of Long Island, always prioritizing his clients' best interests with transparency. With a background in Business Administration and Finance, Richard has obtained various FINRA licenses and continues to further his education through conferences and seminars. As a member of the Knights of Columbus, Richard values family and treats his clients as such. Consult with R. Seeger Wealth Management for personalized financial advice and strategies to help you achieve your financial goals.
Marguerite Danaher - Private Wealth Advisor, Ameriprise Financial Services, LLC
Marguerite Danaher is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 175 South Wellwood Avenue, Lindenhurst, New York, United States. Marguerite 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 Marguerite's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various individuals, including retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Marguerite is dedicated to providing comprehensive and tailored financial advice to her clients."
Edward Jones - Financial Advisor: Vince Perrotta, AAMS™|CRPC™
Edward Jones - Financial Advisor: Vince Perrotta, AAMS™|CRPC™ is a reputable financial institution located at 183 South Wellwood Avenue in Lindenhurst, New York, United States. Specializing in finance, Vince Perrotta offers expert advice and personalized financial planning services to help clients achieve their financial goals. With certifications as an AAMS™ and CRPC™, clients can trust in his expertise and commitment to providing top-notch financial guidance. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Vince Perrotta at Edward Jones is dedicated to helping you make informed decisions and secure your financial future.
Kingsview Partners Wealth Management - Financial Planner: Bill Koehler
Kingsview Partners Wealth Management, led by experienced Financial Planner Bill Koehler, is a trusted institution located at 138 South 1st Street in Lindenhurst, New York, United States. Specializing in finance, Kingsview Partners provides comprehensive wealth management services to help clients achieve their financial goals. With a personalized approach and a commitment to excellence, Bill Koehler and his team strive to provide expert financial planning and investment advice tailored to each individual's needs. Trust Kingsview Partners Wealth Management to guide you towards a secure financial future.
Trinity Accounting & Insurance
Trinity Accounting & Insurance is a reputable institution located at 120 East Hoffman Avenue in Lindenhurst, New York, United States. Specializing in accounting, finance, and insurance services, Trinity provides expert guidance and support to individuals and businesses alike. With a team of experienced professionals, Trinity Accounting & Insurance is dedicated to helping clients navigate the complexities of financial management and risk mitigation. Whether you need assistance with tax preparation, investment planning, or finding the right insurance coverage, Trinity is here to provide personalized solutions tailored to your specific needs. Trust Trinity Accounting & Insurance for all your financial and insurance needs.
Ridgewood Savings Bank
Ridgewood Savings Bank is a trusted financial institution located in Lindenhurst, New York. As a full-service bank, Ridgewood Savings Bank offers a wide range of banking and financial services to meet the needs of individuals and businesses in the community. Whether you're looking to open a checking or savings account, apply for a loan, or simply need to access cash from the ATM, Ridgewood Savings Bank is here to help. With a commitment to excellent customer service and a strong reputation for reliability, Ridgewood Savings Bank is a convenient and reliable choice for all your banking needs.
Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management. Located at 175 South Wellwood Avenue, Lindenhurst, New York, our practice is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Robert Gargiulo is a highly qualified financial advisor, holding numerous certifications that reflect a deep commitment to excellence and ethical standards in the finance industry. With credentials such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is equipped to address a wide range of financial planning needs, from investment strategies and asset allocation to estate planning and risk management.
USAA
Welcome to USAA, your trusted financial partner conveniently located at 168 North Wellwood Avenue, Lindenhurst, New York. As a leading provider of financial services, we are committed to helping you manage your finances with ease and confidence. Our ATM services offer quick and secure access to your funds, ensuring that you can handle your banking needs anytime. Whether you need to withdraw cash, check balances, or perform other essential transactions, our state-of-the-art ATM is here to serve you efficiently. At USAA, we prioritize your financial well-being and strive to provide exceptional service tailored to your needs. Visit us today and experience the convenience and reliability that USAA is known for.
USAA
Welcome to USAA, your trusted financial partner located conveniently at 200 East Montauk Highway, Lindenhurst, New York. As a leading provider of financial services, we are committed to offering a seamless and secure banking experience to our valued customers. Our ATM services are designed to provide you with quick and easy access to your funds, anytime you need it. Whether you're looking to withdraw cash, check your account balance, or manage your finances, our state-of-the-art ATM is here to serve you. At USAA, we pride ourselves on delivering exceptional service and support to help you achieve your financial goals. Visit us today and experience the convenience and reliability that USAA is known for.
The First National Bank of Long Island
Welcome to The First National Bank of Long Island, your trusted partner in banking and finance, conveniently located at 1 East Montauk Highway, Lindenhurst, New York. As a leading local bank, we are committed to providing exceptional financial services tailored to meet your personal and business needs. Our comprehensive range of services includes savings and checking accounts, loans, credit services, and personalized financial advice to help you achieve your financial goals. We take pride in offering competitive CD and IRA rates to support your savings plans, ensuring your financial future is secure.
The First National Bank of Long Island ATM
Welcome to The First National Bank of Long Island ATM, conveniently located at 1 East Montauk Highway, Lindenhurst, New York 11757. As a trusted financial service provider, we offer a range of banking solutions to meet your needs. Our ATM is accessible 24/7, providing you with the flexibility to manage your finances at your convenience. Please note our holiday hours: we will close early at 3:00 pm on Wednesday, July 3, and remain closed on Thursday, July 4, in observance of the holiday. However, our Online, Mobile, and Telephone Banking services remain available around the clock, ensuring you can bank with us anytime, anywhere.
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