Long term wealth in Huntington, New York
39 results found
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Protective Wealth Consultants - Ameriprise Financial Services, LLC
● OpenProtective Wealth Consultants - Ameriprise Financial Services, LLC, located at 7 East Carver Street in Huntington, New York, is a finance institution dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, education, or a major purchase, their team provides personalized investment recommendations based on your individual goals and risk tolerance. They document your goals, regularly review your progress, and adjust your approach as needed to help you track your financial journey. You can access your investments and accounts from any device securely, and schedule a complimentary initial consultation to learn more about how they can assist you. Their financial advisors are registered in certain U.S. states and adhere to strict regulations to ensure your financial security. They offer a range of services, from financial planning concepts to investment strategies, and aim to help you achieve positive financial results.
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STEINBERGANNA Wealth Management Corp.
● OpenSTEINBERGANNA Wealth Management Corp. is a leading finance institution located at 76 New York Avenue in Huntington, New York, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future with STEINBERGANNA Wealth Management Corp.
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Conservative Wealth
● OpenConservative Wealth is a reputable finance institution located at 712A East Jericho Turnpike in Huntington Station, New York. With a focus on conservative investment strategies, our team of experienced professionals is dedicated to helping clients grow and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Conservative Wealth offers personalized financial solutions to meet your needs. Contact us today to learn more about how we can help you achieve your financial goals.
712A E Jericho Turnpike, Huntington Station, NY 11746, United States -
Andrew Drost - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenAndrew Drost is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1 Huntington Quadrangle in Melville, New York, United States. Specializing in finance, Andrew Drost 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®. These certifications demonstrate Andrew Drost's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and continuing education, Andrew Drost provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for advice on investments, insurance products, estate planning, or retirement income, Andrew Drost is dedicated to helping clients achieve their financial goals.
1 Huntington Quadrangle Ste 3n15, Melville, NY 11747, United StatesAdvertisements -
CARGUYNY | Auto Lease Long Island
● OpenWelcome to CARGUYNY | Auto Lease Long Island, your premier destination for hassle-free car leasing and purchasing in Commack, New York. Located at 369 Veterans Memorial Highway, we are proud to serve the Long Island community with exceptional automotive services tailored to meet your unique needs. At CARGUYNY, we understand that choosing the right fleet leasing company involves more than just cost considerations. Our commitment to unbeatable prices, coupled with our nationwide dealer resources, ensures that you receive the most competitive lease deals available. We take the stress out of car leasing by shopping through an extensive network to find the perfect vehicle for you at the best possible price.
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Atlantic Financial Group, LLC
● OpenAtlantic Financial Group, LLC is a finance institution located at 58 New Street in Huntington, New York, United States. Specializing in financial services, Atlantic Financial Group, LLC offers a range of solutions to help individuals and businesses manage their finances effectively. With a team of experienced professionals, this institution provides personalized advice and assistance to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or insurance solutions, Atlantic Financial Group, LLC is dedicated to providing top-notch service and support. Contact them today to learn more about how they can help you secure your financial future.
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Traverse Capital Management LLC
● OpenTraverse Capital Management LLC is a leading finance institution located at 82 Main Street in Huntington, New York, United States. Our team of experienced professionals specializes in providing personalized investment management services to help our clients achieve their financial goals. With a focus on integrity, transparency, and client satisfaction, we are dedicated to delivering superior results and building long-lasting relationships with our clients. Contact us today to learn more about how we can help you navigate the complexities of the financial markets and secure your financial future.
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Clifford Sieber - Financial Advisor, Ameriprise Financial Services, LLC
● OpenClifford Sieber - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 7 East Carver Street in Huntington, New York. With years of experience in the finance industry, Clifford Sieber offers expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Clifford Sieber can provide personalized strategies to meet your needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
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Thomas Easow - Financial Advisor, Ameriprise Financial Services, LLC
● OpenThomas Easow is a trusted financial advisor at Ameriprise Financial Services, LLC located at 7 East Carver Street in Huntington, New York. With years of experience in the finance industry, Thomas Easow helps clients achieve their financial goals through personalized strategies and expert advice. Whether you are planning for retirement, saving for your child's education, or investing for the future, Thomas Easow can provide you with the guidance and support you need. Contact Thomas Easow at Ameriprise Financial Services, LLC today to take control of your financial future.
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Edward Jones - Financial Advisor: Lizbeth K Lindley, AAMS™
● OpenEdward Jones - Financial Advisor: Lizbeth K Lindley, AAMS™ is a reputable financial institution located at 160 East Main Street in Huntington, New York. As a skilled and experienced advisor, Lizbeth K Lindley, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Lizbeth K Lindley, AAMS™ can provide expert advice and guidance. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Lizbeth K Lindley, AAMS™ is committed to helping clients secure their financial future.
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KEM Asset Management LLC
● OpenKEM Asset Management LLC is a health and insurance agency located at 434 New York Avenue in Huntington, New York, United States. Our dedicated team of professionals specializes in managing assets related to health and insurance, providing personalized services to meet the unique needs of our clients. With a focus on integrity, transparency, and efficiency, we strive to help individuals and businesses make informed decisions about their financial future. Contact us today to learn more about how we can assist you in managing your health and insurance assets effectively.
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Peter Leonard - Financial Consultant, Ameriprise Financial Services, LLC
● OpenPeter Leonard is a financial consultant at Ameriprise Financial Services, LLC located at 7 East Carver Street in Huntington, New York. As a part of Ameriprise, Peter offers personalized financial planning services to help clients achieve their financial goals. Each advisor at Ameriprise has their own unique areas of focus, so clients can choose an advisor that aligns best with their specific needs. Clients can review Peter's background, credentials, and experience to ensure they are making the right choice for their financial future. To get started, clients can fill out a "Request consultation" form to connect with Peter and schedule a complimentary initial consultation. With Peter Leonard and Ameriprise Financial Services, clients can feel confident in their financial decisions and work towards a secure financial future.
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Brendan Joseph Carey - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBrendan Joseph Carey - Financial Advisor at Ameriprise Financial Services, LLC, located at 7 East Carver Street, Huntington, New York, United States, offers personalized financial planning services tailored to your individual goals and risk tolerance. From retirement planning to major purchases, Brendan provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial strategy adapts to life changes. With secure online access to your accounts, you can track your progress towards your goals anytime, anywhere. Schedule a complimentary initial consultation to learn more about how Brendan can help you reach your financial goals. Please note that Brendan may only conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Contact Brendan today to discuss your financial priorities and start working towards a secure financial future.
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Edward Jones - Financial Advisor: Katherine Kanes, CFP®
● OpenEdward Jones - Financial Advisor: Katherine Kanes, CFP® is a reputable financial institution located at 160 East Main Street in Huntington, New York. As a Certified Financial Planner®, Katherine Kanes offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides a comprehensive range of financial services to individuals and businesses. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your wealth, Katherine Kanes and her team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
160 E Main St, Huntington, NY 11743, United States -
Anthony Fusaro - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAnthony Fusaro, a financial advisor at Ameriprise Financial Services, LLC, located at 7 East Carver Street in Huntington, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, and asset allocation, Anthony provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your strategy remains aligned with your changing life circumstances. By accessing your accounts and investments online, you can track your progress towards your goals securely from any device. Visit FINRA's BrokerCheck website for background and qualification information. Schedule a complimentary initial consultation to learn more about how Anthony can help you reach your financial goals. Please note that securities business can only be conducted with residents of certain states where the advisor is registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and reliable platform for financial planning services.
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Premier Financial Network
● OpenPremier Financial Network is a leading finance institution located at 545 East Jericho Turnpike in Huntington Station, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Premier Financial Network is here to help. Trust us to help you achieve your financial goals and secure your future.
545 E Jericho Turnpike, Huntington Station, NY 11746, United StatesAdvertisements -
Sun Life Financial
● OpenSun Life Financial is an insurance agency located at 1 Huntington Quadrangle, Melville, New York, United States. Committed to keeping clients' personal data safe, they offer a range of insurance products and services. Their performance highlights and strategic performance are showcased, with a focus on preventing type 2 diabetes and raising awareness about the disease. Sun Life's Annual Meeting is coming up on May 9, offering both virtual and in-person attendance options. They are not associated with Obatan LLC and caution investors to be wary of certain offers. As a Purpose-driven company, Sun Life is dedicated to being there for clients during life's important moments. They are always seeking exceptional individuals to join their team, whether recent graduates or seasoned professionals. With a focus on sustainability, Sun Life has a history of financing clean and renewable energy projects. They value diversity in their workforce, believing that different perspectives lead to brighter outcomes for clients, communities, and colleagues.
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Ettinger Law Firm Elder Law Estate Planning
● OpenEttinger Law Firm is a renowned institution specializing in elder law and estate planning services. Located at 1 Huntington Quadrangle in Melville, New York, this firm is dedicated to providing expert legal guidance and support to individuals and families in need of estate planning assistance. With a team of experienced lawyers, Ettinger Law Firm offers personalized solutions tailored to meet each client's unique needs and goals. Whether you are looking to create a will, establish a trust, or navigate the complexities of Medicaid planning, the professionals at Ettinger Law Firm are here to help. Trustworthy, reliable, and committed to excellence, Ettinger Law Firm is your go-to destination for all your elder law and estate planning needs.
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Bristol Financial Services, Inc.
● OpenBristol Financial Services, Inc. is a full-service independent broker dealer located at 500 North Broadway in Jericho, New York, United States. Specializing in financial and retirement planning, Bristol offers a range of services including IRAs, 401K plans, mutual funds, annuities, life insurance, and college planning. Led by Certified Financial Planner Michael Hartzman, the team at Bristol is dedicated to helping clients meet their long-term financial goals. With a focus on tax-planning, asset allocation, risk management, retirement and estate planning, and long-term insurance planning, Bristol provides personalized and comprehensive financial solutions. The team includes experienced professionals such as Chief Operating Officer Randi Mason, Financial Advisor Amanda Khait, and Sales Assistant Diane Maurici-Dorta. Through their unique financial planning model, Bristol aims to exceed client expectations and build lasting relationships based on trust and loyalty. The institution also hosts an annual client appreciation brunch at the Cold Spring Country Club in Huntington, NY. With a commitment to confidentiality and security, Bristol Financial Services ensures that all client information is protected and handled with the utmost care.
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New York Retirement Planning
● OpenNew York Retirement Planning is a finance institution located at 720 East Jericho Turnpike in Huntington Station, New York. Our team of experienced financial advisors specializes in helping individuals plan for their retirement years. Whether you are just starting to save or are close to retirement age, we provide personalized guidance to help you achieve your financial goals. From investment strategies to estate planning, we offer a comprehensive range of services to ensure a secure and comfortable retirement. Contact us today to schedule a consultation and take the first step towards a financially stable future.
720 E Jericho Turnpike suite 1, Huntington Station, NY 11746, United States -
DeLorenzo Financial Group, LLC
● OpenDeLorenzo Financial Group, LLC is a leading financial institution located at 775 Park Avenue in Huntington, New York, United States. As a trusted finance company, we provide a wide range of financial services to individuals and businesses, including investment management, retirement planning, estate planning, and more. Our team of experienced professionals is dedicated to helping 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.
775 Park Ave # 235, Huntington, NY 11743, United States -
Clear Point Advisors Inc.
● OpenClear Point Advisors Inc. is a finance institution located at 1 Huntington Quadrangle in Melville, New York, United States. In today's uncertain economy, choosing the right investment advisor can be a daunting task. Clear Point Advisors understands this, which is why they offer a fee-only investment program called Global Plus. This program aims to help investors reduce risk while working towards their long-term financial goals by utilizing a mix of no-load mutual funds, exchange traded funds, and individual securities. As Registered Investment Advisors, Clear Point Advisors are committed to putting their clients' interests first. They offer complimentary consultations to explore how their program can benefit each individual's financial situation. Through their partnership with Regus Office Solutions, Clear Point Advisors also offers additional meeting locations for client convenience.
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Edward Jones - Financial Advisor: Vincent E Sama
● OpenEdward Jones - Financial Advisor: Vincent E Sama is a reputable finance institution located at 26 Gerard Street in Huntington, New York, United States. As a trusted financial advisor, Vincent E Sama provides personalized financial planning services to help individuals achieve their financial goals. With a focus on building long-term relationships with clients, Edward Jones - Financial Advisor: Vincent E Sama offers expert advice and guidance on investments, retirement planning, and wealth management. Whether you are looking to grow your wealth or secure your financial future, Vincent E Sama is dedicated to helping you make informed decisions and navigate the complex world of finance.
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Douglas Cerrato - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDouglas Cerrato - Financial Advisor at Ameriprise Financial Services, LLC, located at 7 East Carver Street in Huntington, New York, offers personalized financial planning tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, we provide investment recommendations and ongoing portfolio analysis to help you achieve your financial objectives. Stay informed and track your progress through our secure online platform, and schedule a complimentary initial consultation to get started. As a registered advisor, I am committed to helping clients in select states achieve their financial goals. Contact us today to discuss how we can assist you in reaching your financial aspirations.
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Naseema Sharif
● OpenNaseema Sharif is a reputable finance institution located at 355 Main Street in Huntington, New York, United States. With a strong focus on providing tailored financial solutions to individuals and businesses, Naseema Sharif offers a wide range of services including investment management, wealth planning, and retirement planning. The institution prides itself on its commitment to excellence and personalized service, helping clients achieve their financial goals with confidence and peace of mind. Visit Naseema Sharif today to experience top-notch financial expertise and support.
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Bayview Asset Management
● OpenBayview Asset Management is a finance institution located at 434 New York Avenue in Huntington, New York, United States. With a focus on managing assets and investments, Bayview Asset Management offers expert financial advice and personalized strategies to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing top-notch service and innovative solutions to meet the needs of individual and institutional investors alike. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Bayview Asset Management is committed to helping you succeed.
434 New York Ave, Huntington, NY 11743, United States -
Glenn Haberfield - Wilmington Advisors @ M&T
● OpenGlenn Haberfield - Wilmington Advisors @ M&T is a finance institution located at 182 East Main Street in Huntington, New York, United States. With a focus on providing expert financial advice and services, the institution offers personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at Glenn Haberfield - Wilmington Advisors @ M&T is dedicated to helping you navigate the complexities of the financial world.
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The Pinnacle Financial Group
● OpenThe Pinnacle Financial Group is a leading finance institution located in Huntington, New York, United States. Our dedicated team of financial experts provides a wide range of services including investment management, financial planning, and wealth management. With a focus on personalized solutions and exceptional customer service, we help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how The Pinnacle Financial Group can help you reach new heights of financial success.
Huntington, NY 11743, United StatesAdvertisements -
Four Corners Financial
● OpenFour Corners Financial is a reputable finance institution located at 1160 East Jericho Turnpike in Huntington, New York. Our dedicated team of financial experts provides a wide range of services including investment management, financial planning, and retirement solutions. With a commitment to excellence and personalized service, Four Corners Financial is your trusted partner in achieving your financial goals. Contact us today to learn more about how we can help secure your financial future.
1160 E Jericho Turnpike #222, Huntington, NY 11743, United States -
Thomas J Morra - Financial Advisor, Ameriprise Financial Services, LLC
● OpenThomas J Morra is a financial advisor at Ameriprise Financial Services, LLC located at 1 Huntington Quadrangle, Melville, New York, United States. He holds multiple 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®, CFP®, 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 various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. Thomas J Morra is dedicated to providing high-quality financial advice and services to individuals and businesses, helping them achieve their financial goals.
1 Huntington Quadrangle Ste 3n15, Melville, NY 11747, United States
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