The 30 Best Personal financial planning city in Lindenhurst, New York

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.

The Tax & Financial Center is a reputable accounting and finance institution located at 940 New York 109 in Lindenhurst, New York, United States. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and bookkeeping. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Whether you are an individual or a business owner, The Tax & Financial Center is here to support you every step of the way. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

Lindenhurst CPA PLLC is a professional accounting and finance institution located at 63 Farmers Avenue in Lindenhurst, New York. Our team of experienced certified public accountants provides a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, our dedicated staff is here to assist you every step of the way. Trust Lindenhurst CPA PLLC for all your accounting and finance needs.

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™ 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, 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.

The Tax Office of Lindenhurst is a reputable accounting and finance institution located at 220 North Wellwood Avenue in Lindenhurst, New York. Our experienced professionals provide expert tax services to individuals and businesses in the area. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or filing, our dedicated team is here to help you achieve your financial goals. Visit us today to experience our personalized service and expertise in all aspects of taxation.

Welcome to Citi, your trusted partner in banking and financial services, conveniently located at 120 Sunrise Highway, North Lindenhurst, New York. At Citi, we are committed to providing you with a comprehensive range of financial solutions to meet your personal and business needs. Whether you're looking to access ATM services, open a new account, or seek expert financial advice, our dedicated team is here to assist you every step of the way. Experience the convenience and reliability of our services as we strive to help you achieve your financial goals. Visit us today and discover why Citi is the preferred choice for banking and finance in North Lindenhurst.

Welcome to Sovereign Financial, your trusted partner in navigating the complex world of insurance since 2005. Located at 805 Albin Avenue, Lindenhurst, New York, we are proud to serve families, individuals, and businesses throughout the community. As an independent insurance agency, our loyalty lies with you, not the carriers, ensuring that your needs and interests are our top priority. Founded by George V. Caravousanos, Sovereign Financial has established itself as a premier insurance agency specializing in a wide range of services, including Employee Benefits, Health, Group Health, Dental, Vision, and Medicare. Whether you're seeking coverage for Employee Benefits, Small or Large Group Health Insurance, Individual Health Insurance, or Medicare, we are dedicated to providing you with competitive quotes that maximize your savings and benefits.

Welcome to Self Reliance NY Federal Credit Union - Lindenhurst Branch, your trusted partner in financial services located in the heart of Lindenhurst, New York. Conveniently situated at 225 North 4th Street, our branch is dedicated to providing personalized financial solutions to meet the diverse needs of our community. At Self Reliance NY Federal Credit Union, we offer a comprehensive range of financial services designed to help you achieve your financial goals. Whether you're looking to access your funds through our user-friendly ATM services or seeking expert financial advice, our team is here to assist you every step of the way.

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.

First Choice Insurance, located at 646 Wellwood Avenue in Lindenhurst, New York, is a top-rated insurance agency offering a wide range of insurance products to clients in Queens, Brooklyn, Lindenhurst, Jamaica, Amityville, Babylon, Deer Park, Farmingdale, Massapequa, NY, and surrounding areas. Specializing in providing the cheapest car insurance, commercial insurance, flood insurance, general liability insurance, and homeowners insurance, First Choice Insurance is dedicated to offering low rates, low or no deposit options, E-Z payments, and instant coverage. With almost three decades of experience in personal and commercial insurance lines, First Choice Insurance is committed to building relationships with clients, offering accountability and availability every step of the way. The agency takes the time to understand each client's unique needs and circumstances before offering or writing a policy, ensuring that the products and services provided are right for their budget and easy to understand.

Maria Zinerco: Allstate Insurance is a reputable insurance agency located at 773 North Wellwood Avenue in Lindenhurst, New York. With a focus on providing top-quality insurance products and exceptional customer service, Maria Zinerco and her team are dedicated to helping clients find the right coverage to protect their assets and loved ones. Whether you are in need of auto, home, life, or business insurance, Maria Zinerco: Allstate Insurance is committed to offering personalized solutions tailored to your specific needs. Contact them today to discuss your insurance options and secure peace of mind for the future.

Thomas J. Sant: Allstate Insurance is a reputable insurance agency located at 7 West Hoffman Avenue in Lindenhurst, New York. With a strong commitment to providing top-notch insurance products and exceptional customer service, this agency is dedicated to helping individuals and families protect what matters most. Whether you are looking for auto, home, life, or business insurance, the knowledgeable agents at Thomas J. Sant: Allstate Insurance are here to assist you every step of the way. Trustworthy, reliable, and experienced, this agency is a trusted choice for all your insurance needs in the Lindenhurst area.

LAF Advisers is a reputable insurance agency located at 125A South Wellwood Avenue in Lindenhurst, New York. Our team of experienced advisers is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you navigate the complexities of the insurance industry and find the coverage that best fits your needs. Trust LAF Advisers to protect what matters most to you.

Teller Florence is a reputable dental institution located at 195 North Wellwood Avenue in Lindenhurst, New York. With a focus on providing top-notch dental care and promoting overall health and wellness, Teller Florence offers a wide range of services to meet the needs of patients of all ages. Their team of experienced and friendly professionals is dedicated to ensuring a comfortable and positive experience for every patient. Whether you are in need of a routine cleaning, cosmetic dentistry, or more complex procedures, Teller Florence is committed to helping you achieve and maintain a healthy and beautiful smile. Visit them today and experience the difference in quality care and personalized attention.

Anthony Albano - State Farm Insurance Agent is a trusted insurance agency located at 504 West Montauk Highway in Lindenhurst, New York. Situated in the Village Seaport Plaza shopping center, next to Katherine's Deli, our agency is here to help you protect what matters most to you this Spring season. Whether you need to review your policies, update your home insurance, or ensure you have the right auto coverage, our dedicated team is here to assist you every step of the way. We offer personalized service to discuss your specific insurance needs and find the optimal coverage options for you. Our goal is to provide exceptional service and build lasting relationships with our customers. Stop by our office to meet our experienced licensed professionals, including Karen, Lauren, and Daniel, who are ready to assist you with your insurance needs. We are committed to helping our customers achieve peace-of-mind and security from unforeseen events. Contact us today to learn more about how we can help protect you and your loved ones.

Prudential Insurance Co is a reputable insurance agency located at 150 Sunrise Highway in Lindenhurst, New York, United States. With a strong presence in the insurance industry, Prudential offers a wide range of insurance products and services to meet the diverse needs of its clients. From life insurance to property and casualty insurance, Prudential is committed to providing reliable and comprehensive coverage to help individuals and businesses protect what matters most. With a team of experienced professionals, Prudential Insurance Co is dedicated to delivering exceptional customer service and tailored insurance solutions to ensure peace of mind for all its policyholders.

Luis Hernandez - State Farm Insurance Agent is a reputable insurance agency located at 186 South 1st Street in Lindenhurst, New York. Owned by Luis Hernandez, who has extensive experience in the insurance industry, the agency offers a wide range of insurance and financial services to clients in Lindenhurst and surrounding areas. The team at Luis Hernandez State Farm Insurance is dedicated to providing personalized and comprehensive assistance to policyholders seeking various types of insurance coverage, including Auto, Home, Renters, Life, Pet, and Commercial Insurance. The agency's mission is to help individuals manage risks, recover from unexpected events, and achieve their financial goals. With a focus on exceptional customer service, the team at Luis Hernandez State Farm Insurance is committed to meeting the needs of their clients and ensuring they are well-protected. Contact the agency today to discuss your insurance options and receive expert advice from a knowledgeable team of professionals.

Nationwide Insurance: Stephen Patrick Cali is an insurance agency located at 173 South Wellwood Avenue in Lindenhurst, New York, United States. They specialize in providing auto, commercial, farm, financial, home, powersports, and human services insurance. Whether you need coverage for your vehicle, home, or business, Stephen Patrick Cali can help tailor a personalized insurance plan to fit your needs. With a range of insurance options, including basic liability protection, collision coverage, and comprehensive protection, you can rest assured that your assets are protected. Additionally, they offer life insurance policies to provide financial stability for your loved ones. The agency's team of highly qualified insurance professionals is available to help you make informed decisions about your insurance coverage. Contact Stephen Patrick Cali at (631) 592-1250 or visit their office to learn more about their insurance products and how they can benefit you.

Tom Falletta: Allstate Insurance is a trusted insurance agency located at 53 West Montauk Highway in Lindenhurst, New York. With a commitment to providing top-notch coverage and personalized service, our team of experienced agents is dedicated to helping clients protect what matters most to them. Whether you're in need of auto, home, life, or business insurance, we are here to assist you every step of the way. Contact us today to learn more about our comprehensive insurance options and see how we can help safeguard your future.

MG Multiservices is a trusted finance institution located at 300 35th Street in Lindenhurst, New York. Our team of experienced professionals is dedicated to providing a wide range of financial services to individuals and businesses in the United States. Whether you need assistance with taxes, accounting, insurance, or loans, we are here to help. With our commitment to excellence and customer satisfaction, you can trust MG Multiservices to meet all of your financial needs. Visit us today to learn more about how we can assist you in achieving your financial goals.

Xpress Tax & Multiservices, LLC is a reputable accounting and finance institution located at 116 West Sunrise Highway in Lindenhurst, New York. Our team of professionals is dedicated to providing top-notch tax preparation, financial planning, and other related services to individuals and businesses in the area. With our expertise and personalized approach, we strive to help our clients achieve their financial goals and maximize their returns. Visit us today to experience the difference that Xpress Tax & Multiservices, LLC can make for your financial future.

George E. Patsis, PLLC is a reputable law firm located at 152 North Wellwood Avenue in Lindenhurst, New York. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, the experienced team at George E. Patsis, PLLC is dedicated to providing top-notch legal representation to clients throughout the United States. With a proven track record of success and a commitment to delivering personalized attention to each client, George E. Patsis, PLLC is a trusted choice for those in need of legal assistance.

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. 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.

Accounting Matrix Limited is a reputable accounting and finance institution located at 12 West Sunrise Highway in Lindenhurst, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, payroll processing, and financial consulting. Their commitment to accuracy, efficiency, and personalized service sets them apart in the industry. Whether you are an individual or a business, Accounting Matrix Limited is dedicated to helping you achieve your financial goals.

Michael J. Angerhauser, CPA PLLC is a reputable accounting and finance institution located at 220 North Wellwood Avenue in Lindenhurst, New York. As a certified public accountant, Michael J. Angerhauser offers a wide range of financial services to individuals and businesses in the local area. With years of experience in the field, clients can trust in the expertise and professionalism of the team at this local government office. Whether you need assistance with tax preparation, financial planning, or other accounting services, Michael J. Angerhauser, CPA PLLC is dedicated to providing top-notch service to meet your needs.

Block Advisors is a trusted institution located at 139 North Wellwood Avenue in Lindenhurst, New York. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate their financial needs with precision and care. Whether you need assistance with tax preparation, financial planning, or any other accounting services, Block Advisors is here to provide personalized solutions tailored to your unique circumstances. Trust us to help you achieve your financial goals and secure a stable financial future.

K SRA CPA PC is a reputable accounting and finance institution located at 41 East Sunrise Highway in Lindenhurst, New York. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and business consulting. Whether you are an individual looking for personal financial guidance or a business in need of accounting expertise, K SRA CPA PC is dedicated to providing top-notch service and helping clients achieve their financial goals.