Long term investments in Great Neck, New York

Merrill Lynch Financial Advisor David F Morrisey is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting to any changes that may occur over the years. By starting with a conversation, we identify and prioritize your goals, whether it's transferring wealth, pursuing passions, or planning for the future. We use the Investment Personality Assessment to understand your investing preferences and customize a financial approach that aligns with your goals. With access to Merrill's investment insights and Bank of America's banking solutions, we develop a personalized plan to address your financial needs. Our mission is to understand you and what matters most, helping you pursue your financial goals and manage investment risks. We provide ongoing support to ensure you stay on track to achieve what's important to you. Let's work together to help you reach your goals and live your best financial life.

American Portfolios is a finance institution located at 9 Park Place in Great Neck, New York, United States. As a leading financial services provider, American Portfolios offers a wide range of investment options and advisory services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, American Portfolios is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Camillo D'Angelo, located at 805 Northern Boulevard, Great Neck, New York, offers personalized wealth management strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Camillo D'Angelo can help you navigate the ever-changing market conditions and create a flexible financial strategy. As a part of the Merrill tradition of community involvement, Camillo volunteers with local organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis, a personalized plan can be developed centered on your aspirations and focused on achieving your desired outcomes. With a focus on understanding your priorities, family, and goals, Camillo D'Angelo works to create a financial approach that reflects your unique needs and situation. By utilizing the Investment Personality Assessment and ongoing conversations, Camillo can help you make informed investment decisions and adjust your financial approach as your life evolves. The goal is to help you manage, grow, and preserve your wealth while pursuing your financial objectives.

Merrill Lynch Financial Advisor John Huber is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. At FCMH Wealth Management & Associates, clients can expect an uncommon level of wealth management, especially during critical financial junctures. The institution serves a diverse clientele from various backgrounds and industries, including senior-level corporate executives, physicians, attorneys, entrepreneurs, athletes, entertainers, and financial sponsor principals.

Merrill Lynch Financial Advisor Victoria Z Smallberg is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Victoria Smallberg, along with her partner Sharon Zeleznik, offers a comprehensive approach to managing wealth by listening to clients' needs and helping them achieve their financial goals. With access to the investment insights of Bank of America, they address various aspects of clients' financial lives. The team is committed to building strong client relationships based on trust and personalized service. They offer personalized wealth management strategies and financial planning to help clients pursue their goals without unnecessary investment risk. By understanding clients' priorities and aspirations, they design customized financial approaches to help turn goals into reality. The team at Merrill Lynch Wealth Management focuses on understanding clients' families, goals, and priorities, and helps them stay on track to achieve what matters most to them. They provide personalized investment strategies and comprehensive financial solutions to address clients' needs and pursue their goals. The institution offers investment insights, tips, and strategies to help clients live their best financial lives. Victoria Smallberg is registered to do business in multiple states and is dedicated to helping clients navigate the complexities of their financial lives. Investing involves risk, and it is essential to consult legal and tax advisors before making any financial decisions. Merrill Lynch does not provide legal, tax, or accounting advice, and clients should carefully consider the differences between brokerage and investment advisory services when selecting financial services. For more information about the services offered, clients can speak with their Merrill financial advisor.

Merrill Lynch Financial Advisor Neal D. O'Sullivan is a reputable finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. With years of experience and expertise in the financial industry, Neal D. O'Sullivan provides personalized financial advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Neal D. O'Sullivan is dedicated to providing top-notch financial services tailored to your individual needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Merrill Lynch Financial Advisor Richard A DiLeonardo is a trusted finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Every relationship with this institution starts with a conversation to help identify and prioritize your goals. Whether you are planning for retirement, saving for a home, or funding education, the team at Merrill Lynch will listen to your needs and provide personalized advice and guidance. Through their Investment Personality Assessment, they gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. The institution offers tools to help you track changes in your life and goals, ensuring that your financial approach remains reflective of your needs. The team at Merrill Lynch believes in putting you first, focusing on what matters most to you and helping you create a financial approach that suits your personality and priorities. They offer a range of services, including personalized investment strategies and comprehensive financial solutions from Bank of America. With experienced advisors, global resources, and a commitment to building strong client relationships, Merrill Lynch Financial Advisor Richard A DiLeonardo is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Brian Christopher O'Leary is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Brian O'Leary can help create a flexible strategy tailored to your needs, with access to Merrill's investment insights and Bank of America's banking solutions. He is dedicated to helping you pursue your goals through personalized wealth management strategies. Brian follows the Merrill tradition of community involvement and volunteers with local organizations. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. By understanding your investment personality, Brian can customize a financial approach to help you achieve what matters most to you. Regular check-ins ensure your financial approach reflects any changes in your life or goals. Brian's mission is to understand your priorities and design a personalized plan to help you reach your financial goals. With access to Merrill's investment insights and Bank of America's banking solutions, he can develop an approach to address your financial needs. Brian believes in focusing on solutions that can turn your goals into reality and is committed to helping you stay on track even as life and the markets change. By working together, Brian can help you achieve your financial goals and create a plan that reflects your personality and priorities. As a Merrill Lynch Wealth Management Advisor, Brian can help you navigate the complexities of your financial life and build a customized investment approach to pursue your goals. Get personalized investment strategies from Merrill and comprehensive financial solutions from Bank of America by working with Brian.

Merrill Lynch Financial Advisor Judith Ringel is a finance institution located at 805 Northern Boulevard, Great Neck, 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 financial advisors at Merrill Lynch focus on your family, goals, and priorities, adapting as they change over time. By working closely with you to identify and define your goals, they create a financial strategy that reflects your investment style and life plan. Using the Investment Personality Assessment, the team at Merrill aims to understand you better as an investor and customize a financial approach that aligns with your goals and priorities. With the Merrill Personal Wealth Analysis™, they can document a personalized plan centered on your goals and what you want to achieve. As your life and goals evolve, the team is dedicated to helping you stay on track and make adjustments to your financial approach as needed.

Merrill Lynch Financial Advisor Kevin O'Neill is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Kevin O'Neill specializes in managing your wealth by creating personalized strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Kevin O'Neill can help you pursue your aspirations through personalized wealth management strategies. Kevin O'Neill follows the Merrill tradition of community involvement by volunteering with local organizations. Through Merrill Personal Wealth Analysis™, Kevin O'Neill can build a personalized plan focused on your goals and aspirations. By understanding your unique financial situation and priorities, Kevin O'Neill can design an approach that reflects your needs and helps you navigate the complexities of the financial markets. With a focus on personalized investment strategies and comprehensive financial solutions, Kevin O'Neill is dedicated to helping you achieve your financial goals.

The WealthPlan LLC, located at 60 Cuttermill Road in Great Neck, New York, is a finance institution that offers personalized wealth strategies designed exclusively for your needs. Led by Certified Financial Planner David Warshaw, who has over 20 years of experience, the institution follows a unique Four Seasons Approach to Financial Planning. This approach provides a fully customizable framework to help clients reach their retirement goals by guiding them through each quarter of the year with tailored strategies. At The WealthPlan LLC, the focus is on optimizing clients' finances for both the present and the future. By helping clients understand their monthly expenses, savings rate, and future income, the institution aims to ensure that clients can retire with confidence. Proactive tax planning is also a key aspect, with a thorough review of prior year's tax returns and strategies to lower taxes using tools like Holistiplan.

Mid-Atlantic Securities, Inc. is a leading finance institution located at 98 Cuttermill Road in Great Neck, New York. With a strong presence in the financial industry, Mid-Atlantic Securities, Inc. offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are an individual investor or a corporate entity, Mid-Atlantic Securities, Inc. is committed to providing top-notch financial services to meet your needs.

First Sterling Financial Inc is a reputable finance institution located at 111 Great Neck Road in Great Neck, New York, United States. Our team of experienced professionals specializes in providing a wide range of financial services, including investment management, wealth planning, and retirement solutions. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

Allstate Personal Financial Representative: Robert Bennett is a finance and insurance agency located at 98 Cuttermill Road in Great Neck, New York, United States. Robert Bennett provides personalized financial planning and insurance services to help individuals and families secure their financial future. With a focus on building long-term relationships and understanding each client's unique needs, Robert Bennett offers expert advice on investments, retirement planning, insurance coverage, and more. Trust Allstate Personal Financial Representative: Robert Bennett to help you achieve your financial goals and protect what matters most to you.

Sharestates is an online marketplace lending and investing platform located at 45 North Station Plaza, Great Neck, New York, United States. As a finance institution, we offer developers access to real estate capital and provide investors with high returns on asset-backed real estate investments. Whether you are looking to lend, invest, or network in the real estate sector, Sharestates can help you start your journey today. Our platform offers competitive private loans for various phases of real estate projects nationwide, including bridge, fix & flip, new construction, and long-term rental loans. Accredited individuals can invest in real estate loans alongside institutional investors with as little as $5,000. Sharestates is founded by real estate veterans with a relationship-focused lending strategy, and we stay up to date on industry trends to provide the necessary resources for funding and investing opportunities. We maintain SOC-2 data standards to ensure proper controls over security, availability, processing integrity, confidentiality, and privacy. Please note that we do not conduct business in certain states and our services are intended for accredited investors. It is important to consult with tax and legal advisers before making any purchases, as private placement investments involve risks and are not guaranteed by Sharestates. Our platform does not constitute crowdfunding as described in the JOBS Act, and historical returns may not reflect actual future performance. Sharestates Investments, LLC, a subsidiary of Sharestates, Inc., serves as the originating entity for all loans made or arranged under a California Finance Lenders Law license. NMLS# 1538766 | AZ Mortgage License Number: BK – 1009613 | CA Mortgage License Number: 60DBO-63030.

Cuzco Capital LLC is a finance institution located at 111 Great Neck Road in Great Neck, New York, United States. Specializing in financial services, Cuzco Capital LLC offers a range of investment opportunities and financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Cuzco Capital LLC is committed to providing personalized services and expert advice to assist clients in managing and growing their wealth. Whether you are looking to invest, save for the future, or plan for retirement, Cuzco Capital LLC is dedicated to helping you navigate the complexities of the financial world.

Taylan Tantoglu - Prudential Financial is a leading finance institution located at 505 Northern Boulevard in Great Neck, New York. With a strong presence in the financial industry, they offer a wide range of services to help clients achieve their financial goals. Whether it's retirement planning, investment management, or insurance solutions, Taylan Tantoglu - Prudential Financial is dedicated to providing top-notch financial advice and support. Their team of experienced professionals is committed to helping clients navigate the complexities of the financial world and make informed decisions for their future. Visit their office in Great Neck, New York, to learn more about how they can help you secure your financial future.

Paul J Kutz CPA MS CFP is a reputable accounting and finance institution located at 475 Northern Boulevard in Great Neck, New York, United States. With a team of highly skilled professionals, including certified public accountants, financial planners, and experts in tax and finance, the institution offers a wide range of services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or accounting services, Paul J Kutz CPA MS CFP is dedicated to providing personalized and reliable solutions to help you achieve your financial goals.

Old Mill Partners is a trusted financial institution located at 260 Middle Neck Road in Great Neck, New York. With a commitment to providing tailored financial solutions to meet the needs of their clients, Old Mill Partners offers a range of services including investment management, financial planning, and wealth management. Their team of experienced professionals work closely with clients to develop personalized strategies to help them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Old Mill Partners is dedicated to helping you secure a solid financial future.

Kostrinsky Albert is a reputable law firm located at 150 Great Neck Road in Great Neck, New York. Specializing in various areas of law, the experienced team at Kostrinsky Albert is dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury, family law, real estate, or any other legal matter, you can trust the professionals at Kostrinsky Albert to handle your case with skill and expertise. Contact them today to schedule a consultation and see how they can help you with your legal needs.

Welcome to Goldstein & Bashner, your trusted personal injury lawyers located at 320 Carleton Avenue, Central Islip, New York. With a deep understanding of the profound impact that serious personal injuries can have on individuals and their families, we are dedicated to fighting for justice and accountability on your behalf. At Goldstein & Bashner, we specialize in personal injury law, a field that encompasses a wide range of negligence and harm scenarios. Our experienced Long Island personal injury attorneys are ready to step into the fray, assess your case, and build the strongest possible claim to secure the financial compensation you deserve. Whether you are dealing with medical bills, lost wages, or emotional suffering, our team is here to guide you through the legal process with expertise and compassion.

Welcome to Platinum Note Investors, your trusted partner in financial growth and investment solutions. Located in the heart of Copiague, New York, at 1732 Great Neck Road, we specialize in providing expert financial services tailored to meet the unique needs of our clients. Our team of seasoned professionals is dedicated to helping you navigate the complexities of the financial world, offering personalized strategies to optimize your investments and secure your financial future. Whether you're an individual investor or a business seeking robust financial guidance, Platinum Note Investors is here to support your journey with integrity, expertise, and a commitment to excellence. Discover the Platinum difference today and let us help you achieve your financial goals. Visit us to explore our comprehensive range of services and experience unparalleled customer service.