Personal financial guidance in Merrick, New York
42 results found
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Edward Jones - Financial Advisor: Steven Katz
Edward 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.
Bank of America Financial Center
Welcome to the Bank of America Financial Center, conveniently located at 21602 Merrick Boulevard, Queens, New York 11413. As a leading provider of banking and financial services, we are dedicated to offering our community a wide range of solutions to meet all your financial needs. Whether you're looking to open a new account, apply for a loan, or seek investment advice, our team of experienced professionals is here to assist you every step of the way. Our Queens location is designed to provide a comfortable and efficient banking experience, featuring state-of-the-art facilities and a welcoming atmosphere. We take pride in our commitment to customer service, ensuring that each visit to our financial center is both productive and enjoyable.
Merrill Lynch Financial Advisor Michael Bausk
Merrill 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.
Merrill Lynch Financial Advisor Jeffrey Schoenfeld
Merrill Lynch Financial Advisor Jeffrey Schoenfeld is a reputable finance institution located at 266 Merrick Road in Lynbrook, New York, United States. With years of experience and expertise in the financial industry, Jeffrey Schoenfeld provides personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Jeffrey Schoenfeld is dedicated to helping you make informed decisions and secure your financial future.
Merrill Lynch Financial Advisor John C Varricchio
Merrill Lynch Financial Advisor John C Varricchio is a trusted finance institution located at 266 Merrick Road in Lynbrook, New York, United States. With years of experience in the industry, John C Varricchio offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Merrill Lynch Financial Advisor John C Varricchio is committed to providing top-notch service and guidance every step of the way. Contact us today to schedule a consultation and take control of your financial future.
Alain Martin - TD Wealth Financial Advisor
Alain Martin - TD Wealth Financial Advisor is a reputable finance institution located at 275 West Merrick Road in Valley Stream, New York, United States. As a trusted financial advisor, Alain Martin provides expert guidance and personalized wealth management services to help clients achieve their financial goals. With a strong focus on customer satisfaction and financial success, Alain Martin is dedicated to providing top-notch financial advice and solutions to individuals, families, and businesses. Contact Alain Martin - TD Wealth Financial Advisor today to start planning for a secure financial future.
Merrill Lynch Financial Advisor Jody P Sacks
Merrill Lynch Financial Advisor Jody P Sacks is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. The AlexanderSacks Group is committed to helping clients pursue their goals by developing personalized financial approaches tailored to their specific needs. They prioritize client needs and oversee their progress over time, focusing on Goals Based Wealth Management and understanding the human side of finance. The institution offers access to Bank of America's products and services, as well as Merrill analytics, to individual and business clients. The team at The AlexanderSacks Group believes in earning the trust of clients by creating a transparent and responsive atmosphere. They work as a team, respecting each individual, and demonstrating integrity at all times. The institution believes in helping clients achieve their goals by providing personalized investment strategies and comprehensive financial solutions. With a focus on understanding clients' aspirations and priorities, The AlexanderSacks Group aims to create a financial approach that reflects their unique needs and financial situation. They offer ongoing support to help clients stay on track, regardless of market fluctuations. The team provides the latest investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making any financial decisions. The institution offers a broad range of brokerage, investment advisory, and financial planning services.
Joseph Ossandon - TD Wealth Financial Advisor
Joseph Ossandon - TD Wealth Financial Advisor is a trusted financial institution located at 290 Merrick Road in Rockville Centre, New York, United States. Specializing in providing expert financial advice and services, Joseph Ossandon is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized solutions and top-notch customer service, Joseph Ossandon - TD Wealth Financial Advisor is committed to helping individuals and businesses navigate the complex world of finance with confidence. Contact them today to learn how they can help you reach your financial objectives.
Merrill Lynch Financial Advisor Mark A Gutner
Merrill Lynch Financial Advisor Mark A Gutner is a renowned financial institution located at 266 Merrick Road, Lynbrook, New York, United States. With over 30 years of experience in the financial services industry, Mark has dedicated over 20 years to Merrill. His passion lies in helping clients manage their wealth effectively to meet their needs. Mark specializes in providing a comprehensive approach to wealth management for individuals and families. As a qualified Senior Portfolio Manager, he can assist clients in pursuing their objectives by managing personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark, a father of two living in Manhattan, currently resides in Rockville Centre, New York with his wife, Allison. At Merrill Lynch Wealth Management, Mark focuses on building personalized financial plans centered around the client's goals and priorities. He believes in understanding each client's unique needs and designing a tailored plan to help them pursue their financial objectives while managing investment risk. Mark's approach is to provide potential solutions that can turn aspirations into reality.
Merrill Lynch Financial Advisor RAVIT KAYE
Merrill Lynch Financial Advisor Ravit Kaye, located at 266 Merrick Road, Lynbrook, New York, United States, offers a full range of wealth management services to highly accomplished individuals and their families. Ravit and her team of investment industry professionals combine their knowledge and capabilities with the global resources of Merrill to provide exemplary client service. With recognition from Forbes as a Top Women Wealth Advisor, Ravit is dedicated to helping clients achieve their financial goals through personalized advice and guidance. As a Chartered Retirement Planning Counselor™ and Merrill qualified Portfolio Manager, she can help clients pursue their objectives by managing their investments on a discretionary basis. With a background in finance and economics, Ravit is committed to building strong client relationships based on trust and personalized service. Whether it's transferring wealth to the next generation or customizing your financial approach, Ravit focuses on what matters most to you and your family. By understanding your goals and priorities, she can create a financial approach that reflects your personality and helps you address fluctuations in the market and changes in your life. Let Merrill Lynch Wealth Management Advisors help you navigate the financial complexities of life and build a customized investment approach to pursue your goals.
Michael G Conway - Financial Advisor, Ameriprise Financial Services, LLC
Michael G Conway is a financial advisor at Ameriprise Financial Services, LLC located at 4510 Merrick Road in Massapequa, New York. With a focus on understanding your financial goals and priorities, Michael offers personalized advice to help you plan for the future. Whether you are saving for college, planning for retirement, or investing for the long term, Michael can help you feel more confident and in control of your financial life. As a registered advisor, Michael G Conway can only conduct securities business with residents of certain states. You can find more information about his background and qualifications on FINRA's BrokerCheck website. Schedule a consultation to discuss your financial goals and learn more about how Michael can help you prepare for the unexpected and achieve your objectives.
Thomas Augustus Matera - Financial Advisor, Ameriprise Financial Services, LLC
Thomas Augustus Matera - Financial Advisor at Ameriprise Financial Services, LLC, located at 4510 Merrick Road, Massapequa, New York, United States, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Thomas can help navigate the ups and downs of the market and plan for a secure retirement. The institution provides background and qualification information on FINRA's BrokerCheck website, as well as a Client Relationship Summary Disclosure. Through the Retirement InteractiveSM tool, clients can explore potential challenges to their retirement income and make informed decisions. Thomas Matera is registered to conduct securities business in select states and is a member of FINRA and SIPC. Ameriprise Financial cannot guarantee future financial results, but is committed to helping clients plan for a secure financial future. Clients are encouraged to refer friends and family members to Thomas Matera for personalized financial guidance.
Christopher Tompkins - Attorney At Law
Welcome to Christopher Tompkins - Attorney At Law Located at 225 Broadway, Suite 700, in the heart of Manhattan, New York, the Law Office of Christopher Tompkins specializes in legal name change services for both adults and minors. With over 18 years of dedicated experience in New York State law, Mr. Tompkins is committed to providing thorough and compassionate legal assistance for those seeking a name change for personal, religious, family-related, or professional reasons.
R&G Brenner Income Tax
R&G Brenner Income Tax is a trusted finance institution located at 111 East Merrick Road in Valley Stream, New York, United States. Specializing in income tax services, R&G Brenner offers expert assistance with tax preparation, filing, and planning to help individuals and businesses navigate the complexities of the tax system. With a team of experienced professionals, R&G Brenner is dedicated to providing reliable and efficient financial solutions to meet the needs of their clients. Visit their office today for personalized service and peace of mind when it comes to your taxes.
John Lepore, CPA
John Lepore, CPA is a reputable accounting and finance institution located at 4220 Merrick Road in Massapequa, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to accuracy and integrity has earned them a strong reputation in the community. Whether you are an individual or a business in need of financial guidance, John Lepore, CPA is dedicated to helping you achieve your financial goals.
H&R Block
H&R Block is a reputable accounting and finance institution located at 234 West Merrick Road in Valley Stream, New York, United States. With a team of experienced professionals, H&R Block provides a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal finances or a business in need of accounting support, H&R Block is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can help you manage your finances effectively.
Wilson College Consulting
Wilson College Consulting is a premier institution located at 2631 Merrick Road in Bellmore, New York. Specializing in finance and university admissions, our team of experienced consultants is dedicated to helping students navigate the complex college application process and secure financial aid. From crafting compelling personal statements to identifying scholarship opportunities, we provide personalized guidance to ensure each student's success. Contact us today to start your journey towards higher education.
John Eyerman: Divorce lawyer NYC
John Eyerman is a reputable divorce lawyer based in New York City. With years of experience and a proven track record of successful cases, he is dedicated to helping his clients navigate the complexities of divorce proceedings. Located at 2209 Helene Avenue in Merrick, New York, John Eyerman is committed to providing personalized and expert legal representation to individuals facing divorce. Whether you are seeking guidance on child custody, asset division, or spousal support, John Eyerman is here to advocate for your best interests. Contact him today to schedule a consultation and take the first step towards a brighter future.
Objective Wealth Management
Objective 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.
Wali Syed, CPA - Tax/Accounting
Wali Syed, CPA is a reputable accounting and finance institution located at 26 West Merrick Road in Valley Stream, New York. Specializing in tax and accounting services, Wali Syed, CPA offers expert financial guidance and support to individuals and businesses alike. With a focus on accuracy and efficiency, their team of professionals is dedicated to providing top-notch service to help clients navigate the complexities of tax laws and financial management. Trust Wali Syed, CPA to handle all your accounting needs with precision and care.
Hamilton Capital
Hamilton 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.
O'Neill & Associates
O'Neill & Associates is a reputable accounting and finance institution located at 5788 Merrick Road in Massapequa, New York. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, payroll management, and financial planning. Their dedication to providing top-notch service and personalized solutions sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, O'Neill & Associates is the go-to institution for all your accounting and finance needs.
Jacobs & Company CPAs PC
Jacobs & Company CPAs PC is a reputable accounting and finance institution located at 1745 Merrick Avenue in Merrick, New York, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to providing personalized and professional service sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Jacobs & Company CPAs PC is dedicated to helping you achieve your financial goals.
Marcus & Weidenburner, CPAs PLLC
Marcus & Weidenburner, CPAs PLLC is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or want to improve your financial strategy, Marcus & Weidenburner, CPAs PLLC is the place to turn to for expert advice and guidance.
Marino John J
Marino 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.
Allied Capital Services
Allied Capital Services is a professional finance institution located at 90 Merrick Avenue, East Meadow, New York, United States. Specializing in business grants and loans, we pride ourselves on delivering a consistent level of professionalism and service to every business owner we interact with. Our expert team can help identify and secure the best funding options for your business, including government grants and loans. Founded in 2020, Allied Capital Services has successfully worked with over 5,000 businesses in brokering or applying for various loans and grants. Our strategic approach and expert network of CPAs allow us to maximize client's loan and grant amounts without collecting any upfront fees. We only get paid when our clients get funded.
People's Alliance Federal Credit Union
Welcome 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.
Chase Bank
Welcome to Chase Bank, conveniently located at 895 Merrick Road, Copiague, New York 11726, United States. As a leading provider in ATM, banking, and financial services, Chase Bank is committed to offering a comprehensive range of products and solutions tailored to meet your financial needs. At Chase, we provide personalized guidance through our Business Banking services, where a dedicated team of professionals is ready to assist you in improving cash flow, offering credit solutions, and managing payroll efficiently. Our suite of services includes online and mobile banking, business credit cards, and payment acceptance solutions, all designed with your business in mind.
Empire State Adjustments Bureau Inc.
Welcome to Empire State Adjustments Bureau Inc., your trusted insurance agency located in the heart of Queens, New York. Situated at 216-17 Merrick Boulevard, our dedicated team of experienced professionals is committed to providing exceptional service and tailored insurance solutions to meet your unique needs. At Empire State Adjustments Bureau Inc., we understand that navigating the world of insurance can be complex and overwhelming. That's why we offer personalized guidance and expert advice to help you make informed decisions about your coverage. Whether you're seeking personal insurance for your home, auto, or health, or looking for comprehensive commercial insurance options, we have the expertise to ensure you are well-protected.
John W Halloran, CPA PC
John W Halloran, CPA PC is a reputable accounting and finance institution located at 185 Merrick Road in Lynbrook, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to providing quality service and personalized solutions has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial guidance, John W Halloran, CPA PC is committed to helping you achieve your financial goals.
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