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TOP 30 Personal financial services in Lindenhurst, NY
31 results found
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The Tax & Financial Center
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.
Edward Jones - Financial Advisor: Vince Perrotta, AAMS™|CRPC™
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 - Financial Planner: Bill Koehler
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
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.
J & M Tax Services Inc
J & M Tax Services Inc is a reputable accounting and finance institution located at 152 West Hoffman Avenue in Lindenhurst, New York, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, J & M Tax Services Inc is dedicated to providing personalized and reliable assistance. Trust them to handle all your financial needs with expertise and professionalism.
Strategic Small Business Services
Strategic Small Business Services is a trusted accounting and finance institution located at 214 North Wellwood Avenue in Lindenhurst, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions and strategic guidance to small businesses. Whether you need assistance with bookkeeping, tax preparation, or financial planning, our experts are here to help you navigate the complexities of managing your finances. Trust Strategic Small Business Services to help your business thrive and succeed.
Global Planning Consultants
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.
Luis Hernandez - State Farm Insurance Agent
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
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.
Xpress Tax & Multiservices, LLC
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.
Danaher Wealth Management
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
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
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.
Block Advisors
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
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.
MTK Tax & Accounting
MTK Tax & Accounting, located at 330 North Delaware Avenue in Lindenhurst, New York, offers a wide range of services including Income Tax Preparation for businesses and individuals, Accounting, QuickBooks® Setup, Support and Training, Business Startup Services, and more. With years of experience working with small business owners, we provide personalized attention and support to help our clients grow. Our team of experts offers business consulting services to help develop financial strategies for business growth and success. Stay informed with the latest news on federal taxes, government tax updates, and local tax laws to ensure compliance and maximize your financial success.
The Retirement Center
The Retirement Center, located at 125A South Wellwood Avenue in Lindenhurst, New York, is a comprehensive institution offering services in finance, health, insurance, and legal matters. Our team of experts specializes in Personal Financial Planning, Estate Planning, Medicaid Planning, Elder Law, Mortgages, Insurances, and Wealth Management. With our newly renovated office space, we provide a comfortable environment for clients to plan their retirement goals. Our passionate Retirement Specialists are dedicated to helping members of the community achieve financial preparedness for retirement, ensuring worry-free enjoyment of their assets. We prioritize education and transparency, offering guidance on Medicare, Social Security, Estate Planning, Mortgages, and Business Insurance. Contact us today for personalized financial advice and support in achieving your retirement dreams.
DARPOL TRAVEL BUREAU INC
DARPOL Travel Bureau Inc is a full-service travel agency located at 147 West Hoffman Avenue in Lindenhurst, New York. In addition to providing expert travel planning services, DARPOL also offers accounting and finance services to help clients manage their budgets and expenses effectively. Whether you're looking to book a dream vacation or need assistance with financial planning, DARPOL Travel Bureau Inc is dedicated to providing top-notch service and personalized solutions to meet your needs.
Straight Tax
Straight Tax is a virtual accounting and finance institution located at 192 West Sunrise Highway, Lindenhurst, New York, United States. No need to worry about scheduling conflicts or long wait times, as we offer convenient virtual services for all your tax and financial needs. Our team of experts is dedicated to ensuring accurate and thorough tax returns, making your financial well-being our top priority. From tax assistance to business advisory services, we provide personalized virtual solutions for individuals, freelancers, entrepreneurs, and small businesses. Our efficient and innovative approach to virtual taxation and financial services guarantees remarkable outcomes for every client. With Straight Tax, you can file your taxes confidently and conveniently from anywhere, at any time. Our satisfied clients rave about our professionalism and knowledge, making us their go-to tax preparation service year after year. Trust Straight Tax to handle all your tax and financial needs with expertise and care.
Cardullo Vincent
Cardullo Vincent is a reputable accounting and finance institution located at 940 New York 109, Lindenhurst, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their commitment to providing personalized solutions tailored to each client's unique needs sets them apart in the industry. Whether you are an individual or a business looking for expert financial guidance, Cardullo Vincent is a trusted partner you can rely on.
Matthew Tsombanis, CPA, P.C.
Matthew Tsombanis, CPA, P.C. is a reputable accounting and finance institution located at 152 North Wellwood Avenue in Lindenhurst, 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 dedication to excellence and commitment to client satisfaction have made them a trusted partner for individuals and businesses seeking expert financial guidance. Whether you need assistance with your personal finances or help managing your company's accounting needs, Matthew Tsombanis, CPA, P.C. is here to help.
It's Tax Time
"It's Tax Time" is a reputable accounting and finance institution located at 656 North Wellwood Avenue in Lindenhurst, New York. Our experienced team of professionals is dedicated to helping individuals and businesses navigate the complexities of tax season. From filing personal tax returns to managing corporate finances, we provide expert guidance and support every step of the way. Trust "It's Tax Time" to ensure that your financial matters are handled with precision and care.
Tony Del Prete Tax Practice
Tony Del Prete Tax Practice is a reputable accounting and finance institution located at 502 South Broadway in Lindenhurst, New York. With years of experience and expertise in tax preparation and financial planning, our team of professionals is dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with filing your taxes or managing your finances, Tony Del Prete Tax Practice is here to help. Trust us to handle all your accounting needs with precision and efficiency.
Trinity Accounting & Insurance
Trinity Accounting & Insurance is a reputable institution located at 120 East Hoffman Avenue in Lindenhurst, New York, United States. Specializing in accounting, finance, and insurance services, Trinity provides expert guidance and support to individuals and businesses alike. With a team of experienced professionals, Trinity Accounting & Insurance is dedicated to helping clients navigate the complexities of financial management and risk mitigation. Whether you need assistance with tax preparation, investment planning, or finding the right insurance coverage, Trinity is here to provide personalized solutions tailored to your specific needs. Trust Trinity Accounting & Insurance for all your financial and insurance needs.
Allers & Dawson Accountants Pc
Allers & Dawson Accountants Pc is a reputable accounting and finance institution located at 544 South Wellwood Avenue in Lindenhurst, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, Allers & Dawson Accountants Pc is dedicated to providing top-notch financial solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, they are the go-to choice for all your accounting and finance needs in the Lindenhurst area.
Andrew Becker CPA PC
Andrew Becker CPA PC is a reputable accounting and finance institution located at 212 West Lake Drive in Lindenhurst, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Andrew Becker CPA PC is dedicated to helping you achieve your financial goals. Their personalized approach and attention to detail set them apart from other accounting firms, making them a trusted partner for all your financial needs.
Capital One Bank
Capital One Bank is a leading financial institution located at 300 South Wellwood Avenue in Lindenhurst, New York, United States. As a trusted bank, Capital One offers a wide range of financial services including checking and savings accounts, loans, credit cards, and investment options. With convenient ATM access and a reputation for excellent customer service, Capital One Bank is committed to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference Capital One can make in your financial future.
Ridgewood Savings Bank
Ridgewood Savings Bank is a trusted financial institution located in Lindenhurst, New York. As a full-service bank, Ridgewood Savings Bank offers a wide range of banking and financial services to meet the needs of individuals and businesses in the community. Whether you're looking to open a checking or savings account, apply for a loan, or simply need to access cash from the ATM, Ridgewood Savings Bank is here to help. With a commitment to excellent customer service and a strong reputation for reliability, Ridgewood Savings Bank is a convenient and reliable choice for all your banking needs.
Chase Mortgage
Chase Mortgage is a financial institution located at 166 South Wellwood Avenue in Lindenhurst, New York, United States. As a leading provider of mortgage services, Chase Mortgage offers a wide range of loan options to help individuals and families achieve their homeownership goals. With a strong reputation for excellent customer service and competitive rates, Chase Mortgage is committed to helping clients navigate the home buying process with ease and confidence. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Chase Mortgage is dedicated to providing personalized solutions to meet your unique financial needs.
Apple Bank
Apple Bank is a leading financial institution located at 151 East Sunrise Highway in North Lindenhurst, New York. As a full-service bank, Apple Bank offers a wide range of financial services including savings accounts, checking accounts, loans, and mortgages. In addition, Apple Bank also provides convenient ATM services for customers to access their funds easily. With a commitment to customer service and financial expertise, Apple Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with Apple Bank.
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