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TOP 30 Life insurance financial planning in Long Beach, NY
12 results found
Search for local businesses, places and services near you
Coastal Insurance Solutions
Coastal Insurance Solutions is an insurance agency located at 333 Route 25A, Rocky Point, New York, United States. Unlike other home insurers, we cater specifically to high-end residential homeowners who may require specialized coverage. Our expertise lies in providing tailored homeowners and flood insurance for properties in coastal states such as Florida, New York, New Jersey, Connecticut, and California. We understand that insurance rates for luxury homes can vary widely, which is why we work with A , AM Best rated carriers to offer competitive pricing and affordable quotes for homeowners in Nassau and Suffolk County, NY. Whether you own a waterfront property, a coastal secondary home, or a typical family home, we have customized programs to suit your needs.
DCAP Insurance
DCAP Insurance is an insurance agency located on West Park Avenue in Long Beach, New York, United States. We are dedicated to helping individuals save money, businesses reduce risk, and families protect their financial future. Our services include car insurance savings of up to 10% and a premiere Defensive Driving course to help you save even more. Contact us today to see how we can assist you!
James Montiglio: Allstate Insurance
James Montiglio: Allstate Insurance is a reputable insurance agency located at 3251 Long Beach Road in Oceanside, New York. With a strong focus on providing top-notch insurance products and services, this institution is dedicated to helping individuals and families protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, you can trust James Montiglio and his team to provide personalized solutions tailored to your specific needs. With their commitment to excellence and customer satisfaction, you can rest assured that you are in good hands with James Montiglio: Allstate Insurance.
Greg Romer Insurance
Greg Romer Insurance is a health insurance agency located at 40 Louisiana Street, Long Beach, New York, United States. Specializing in assisting seniors with their Medicare health insurance, social security analysis, and complementary services, Greg Romer Insurance is dedicated to finding the best and most affordable plans for each individual. With a focus on personalized service, Greg Romer Insurance works with clients to determine the most suitable options based on their needs, budget, and preferences. Whether it's Medicare health insurance, dental policies, prescription drug coverage, or final expense life insurance, Greg Romer Insurance offers a wide range of services to help seniors navigate the complex world of healthcare insurance. With years of experience and a commitment to staying informed about the latest changes in the Medicare healthcare markets, Greg Romer Insurance is the go-to resource for seniors looking for reliable and unbiased assistance with their health insurance and financial needs. Contact Greg Romer Insurance today to schedule a free meeting and find the Medicare plan that best suits your needs and budget.
Kyra Wrigley - State Farm Insurance Agent
Welcome to Kyra Wrigley - State Farm Insurance Agent, your trusted partner in safeguarding what matters most to you. Conveniently located at 128 Main Street in Yaphank, NY, we proudly serve not only our local community but also the surrounding areas including Coram, Middle Island, Medford, and across Suffolk and Nassau Counties. At Kyra Wrigley State Farm, we understand that insurance isn't just about policies—it's about people. As a third-generation State Farm agent and a dedicated volunteer firefighter/EMT, I'm passionate about helping families protect their assets and plan for their futures with a personalized, holistic approach. With over a decade of experience, my team and I are committed to providing you with the insights and options you need to make informed decisions.
Greg Mehrhoff - State Farm Insurance Agent
Welcome to Greg Mehrhoff - State Farm Insurance Agent, your trusted local insurance agency located at 10 Station Court, Bellport, NY 11713, nestled conveniently between Chase Bank and the Bellport Public Library and Post Office. With over a decade of dedicated service to the Long Island community, Greg Mehrhoff and his wife, Jillian, are committed to understanding and fulfilling your unique insurance needs. As a family-run business, we offer a wide range of coverage options including Auto, Homeowners, Life Insurance, and more, all aimed at helping you and your family build wealth and secure a prosperous future. Greg, a Chartered Financial Consultant (ChFC) and lifelong Long Islander, brings a deep connection to the community, enriched by his passion for family, outdoor activities, and community service. Actively engaged in supporting local charities and organizations, Greg strives to make a positive impact throughout the region. If you’re affiliated with a non-profit organization, feel free to inquire about our community outreach initiatives.
Carmine J. Campisi - State Farm Insurance Agent
Welcome to Carmine J. Campisi - State Farm Insurance Agent, your trusted partner in Calverton, New York, for all your insurance needs. Conveniently located at 4492 Middle Country Road in Calverton Commons, just a half mile west of JR's Steakhouse and a mile east of Calverton Cemetery, our office is at the heart of the community, serving Calverton, Riverhead, Shoreham, Moriches, Manorville, Wading River, and beyond. We proudly extend our services to all of Nassau and Suffolk Counties, the Five Boroughs, and the entire states of New York and New Jersey. With over eight years of experience in the insurance industry with State Farm, and as a lifelong resident of Suffolk County, I am deeply committed to providing personalized and exceptional service to my clients. Growing up on Long Island, I developed a passion for helping others during their time of need, which is reflected in my approach to insurance services.
Robert W Urban - Financial Consultant, Ameriprise Financial Services, LLC
Welcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.
Judy N. Cuzzacrea Wagner
Welcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.
Rosenberg & Gluck, LLP
Rosenberg & Gluck, LLP: Your Trusted Riverhead Personal Injury Attorneys Located at 20 West Main Street, Riverhead, New York 11901, Rosenberg & Gluck, LLP is a premier law firm specializing in personal injury cases. Our experienced team of Riverhead personal injury lawyers is dedicated to helping individuals and families who have suffered due to the negligence or wrongful actions of others. With over 100 years of collective experience, we are committed to securing the compensation you deserve for damages such as lost income, medical bills, and more.
Luss Group
Welcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.
The Mehrhoff Agency
Welcome to The Mehrhoff Agency, your trusted local State Farm Insurance provider located at 10 Station Court, Bellport, NY 11713. Nestled conveniently between the Chase Bank and the Bellport Public Library and Post Office, we are here to serve the Long Island community with over a decade of dedicated experience. Led by Gregory Mehrhoff, a Chartered Financial Consultant (ChFC) and lifelong Long Island resident, our family-run agency is committed to understanding and addressing your unique insurance needs. At The Mehrhoff Agency, we offer a comprehensive range of insurance solutions, including Auto, Homeowners, Life, Renters, and Business insurance. Our mission is to help you and your family build wealth and secure your future, ensuring that every day can feel like summer. We proudly serve Bellport Village and its neighboring communities, including North Bellport, Patchogue, East Patchogue, Shirley, Mastic, Mastic Beach, Medford, Holbrook, Holtsville, Yaphank, and Brookhaven, as well as the wider areas of Nassau, Suffolk, Queens, Brooklyn, Manhattan, Bronx, and Staten Island.
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