Personal insurance advisor in Great Neck, New York

East Neck Insurance Agency is a trusted insurance provider located at 421 Great East Neck Road in West Babylon, New York. As a full-service insurance agency, we offer a wide range of coverage options to meet the needs of our clients. Whether you are looking for auto, home, life, or commercial insurance, our experienced agents are here to help you find the perfect policy for your unique situation. With a commitment to excellent customer service and competitive rates, East Neck Insurance Agency is dedicated to protecting what matters most to you. Contact us today to discuss your insurance needs and receive a personalized quote.

John Auer: Allstate Insurance is a trusted insurance agency located at 422 Great East Neck Road in West Babylon, New York. With a strong reputation for providing reliable insurance coverage, they offer a wide range of policies to meet the needs of individuals and families. Whether you are looking for auto, home, life, or business insurance, their team of experienced agents is dedicated to helping you find the best coverage at competitive rates. Visit John Auer: Allstate Insurance today to protect what matters most to you.

JW Lee - State Farm Insurance Agent is a reputable insurance agency located at 24207 Northern Boulevard in New York, United States. Owned by JW Lee, who has a decade of experience in the insurance field, the agency serves the community of Great Neck and the entire state of New York. The team at JW Lee - State Farm Insurance Agent treats each customer like family, helping them choose Personal Protection Plans that suit their needs and budget. Services offered include Auto Insurance, Home Insurance, Life Insurance, Health Insurance, and Personal Liability Umbrella Insurance. The agency also provides free consultations for Business Liability Insurance, Commercial Auto and Fire Insurance, Workers Compensation Insurance, and Commercial Liability Umbrella Insurance. JW Lee is dedicated to providing superior service and personalized pricing plans to meet all insurance requirements. The agency also offers insurance for recreational vehicles, boats, and more. Customers can contact JW Lee - State Farm Insurance Agent for assistance with their insurance and financial needs, whether through a call, message, or in-person visit. The agency's mission is to serve as a committed partner and advocate for individuals, families, and businesses in their search for comprehensive insurance products. With a strong commitment to knowledge, compassion, and dependability, JW Lee - State Farm Insurance Agent strives to protect what matters most to its customers. The team is dedicated to providing superior service and is available for quick questions or detailed discussions about insurance needs. Customers can request a virtual meeting or visit the agency in person. For those using a screen reader, assistance is available by calling (718) 971-0224. Please note that State Farm is not responsible for the content of third-party sites referenced in this material, and investing involves risk. Customers are advised to consult a tax or legal advisor for advice regarding their personal circumstances.

Merrill Lynch Financial Advisor Archibald "Arch(ie)" Walker is a prestigious finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With years of experience and expertise in the financial industry, Arch(ie) Walker offers personalized financial advice and investment strategies to help clients achieve their financial goals. Whether you are looking to plan for retirement, grow your wealth, or protect your assets, Arch(ie) Walker is dedicated to providing top-notch financial services tailored to your individual needs. Trust Merrill Lynch Financial Advisor Archibald "Arch(ie)" Walker to guide you towards a secure financial future.

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.

John Hancock Life Insurance Co, located at 98 Cuttermill Road in Great Neck, New York, is a trusted insurance agency offering financial advisory services with a personal touch. With over 160 years of experience, we are dedicated to honesty, reliability, and 100% commitment to our customers. We believe that life insurance should be about living longer, healthier, and better lives. Our innovative approach combines the best of a longstanding company with cutting-edge technology to transform the industry. Our goal is to help partners build their life insurance businesses and assist clients in protecting what matters most. Eligible John Hancock Vitality members now have access to the Galleri test, a multi-cancer early detection test that can screen for over 50 types of cancer with a single blood test.

Merrill Lynch Financial Advisor Robert Di Lorenzo is a leading finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With a team of experienced professionals, they offer expert 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 Robert Di Lorenzo is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to guide you towards financial success.

Merrill Lynch Financial Advisor Amanda Barclay, located at 805 Northern Boulevard, Great Neck, New York, is a distinguished financial institution that prides itself on providing exemplary client service. Amanda Barclay, a Senior Financial Advisor and Senior Vice President, leads the Barclay Group in guiding multigenerational families and Corporate Executives through specialized wealth advisory services. The institution offers personalized wealth management, executive compensation structuring, succession planning, trusts, foundations, insurance, and alternative investments. Amanda Barclay is a recognized leader in the financial industry, having been named in Forbes' "Top Women Wealth Advisors Best-in-State” 2024. With a career that began in 1999, Amanda is committed to empowering clients to feel confident, connected, and in control of their financial futures. She volunteers in her community to empower women with confidence and success, supporting science, medical services, and underserved women.

Merrill Lynch Financial Advisor Frank J. Grieco, located at 805 Northern Boulevard, Great Neck, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Frank and his team work with high-net-worth individuals and families to help achieve financial goals. With a focus on building meaningful relationships, Frank creates customized financial plans aligned with client priorities. Holding various FINRA registrations and insurance licenses, Frank provides personalized advice and ongoing support to navigate market fluctuations. Outside of work, Frank volunteers as a Captain in the Jericho Fire Department and enjoys activities like surfing and spending time with family. Through Merrill and Bank of America's resources, Frank helps clients manage, grow, and preserve wealth, tailored to their unique needs and aspirations. With a commitment to understanding each client's goals and priorities, Frank strives to help clients pursue financial success and make informed decisions for the future.

Merrill Lynch Financial Advisor Stacey Kitay is a dedicated professional with 30 years of experience in helping clients manage their wealth. Located at 805 Northern Boulevard, Great Neck, New York, United States, Stacey takes a comprehensive approach to financial planning, focusing on understanding each client's unique goals and needs. She offers access to the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. Stacey is committed to providing excellent service and assisting clients in pursuing their financial objectives. With an MBA in health care, she is also passionate about helping people in transition navigate their financial journey. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Stacey works with clients to develop personalized plans centered on their goals and priorities. By regularly reviewing and adjusting financial approaches, Stacey ensures that clients stay on track to achieve their aspirations. As a Merrill Lynch Wealth Management Advisor, Stacey puts her clients first, offering customized investment strategies and comprehensive financial solutions tailored to their individual needs. Whether planning for retirement, education, or other life milestones, Stacey is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Joseph S. Grieco is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Joseph has been in the financial service industry since 2000 and joined Merrill Lynch Wealth Management in 2010. He specializes in simplifying the lives of high net worth individuals and their families by providing customized wealth strategies to meet all of their financial needs. Joseph's approach to wealth management is consultative, objective, and focused on excellence. He takes the time to listen and understand each client's specific financial situation, preferences, and needs. Joseph coordinates with accountants and attorneys to ensure that all objectives are being met. He offers a wide range of services including investments, life insurance, trust and estate planning, and banking services from Bank of America. Joseph provides personalized service to a select group of clients and helps elderly clients organize their financial life and develop tax-efficient wealth transfer strategies. He is committed to attention to detail and outstanding customer service. Visit The Grieco Group website for more information. Joseph believes in building a personalized financial plan centered on your goals and what you want to achieve. His team is dedicated to building strong client relationships based on trust and personalized service. Get the latest investment insights, tips, and strategies from Merrill Lynch Wealth Management.

Peter J Cocolaras, a financial advisor at Ameriprise Financial Services, LLC located at 111 Great Neck Road, Great Neck, New York, United States, offers personalized financial planning services to help clients achieve their goals and protect their assets. With a focus on preparing for the unexpected, Peter suggests solutions for insurance coverage tailored to individual needs. Whether it's health, life, disability, income, or long-term care insurance, clients can feel confident knowing they are safeguarding themselves and their loved ones. Clients can schedule a complimentary initial consultation to discuss their financial goals and receive an overview of financial planning concepts. While written analysis and recommendations are not provided during the initial consultation, clients can gain valuable insights into their financial future.

Merrill Lynch Financial Advisor Jacqueline S Knoll, located at 805 Northern Boulevard, Great Neck, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed on market trends and global economy updates to stay on track with your financial goals. By understanding your financial needs, a personalized wealth management strategy can be created to adapt to changing market conditions. With access to the investment insights of Merrill and the banking convenience of Bank of America, you can make informed decisions as you pursue your goals. Beyond traditional advising, Merrill provides a comprehensive range of financial services to help you build a secure financial future for yourself and your family. Consult with a Merrill financial advisor to understand the differences between brokerage and investment advisory services and determine the best approach for your financial needs. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., while insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency. With a focus on personalized financial strategies and access to a wide range of financial products, Merrill Lynch Financial Advisor Jacqueline S Knoll is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Mike Bi is a reputable finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With a focus on providing personalized financial advice and guidance, Merrill Lynch offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at Merrill Lynch is dedicated to helping you make informed decisions and secure your financial future. Contact Merrill Lynch Financial Advisor Mike Bi today to schedule a consultation and take the first step towards financial success.

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 Danny Xiao-Di Hu is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. With a focus on managing your wealth through a deep understanding of your financial picture, Danny Xiao-Di Hu can help create a flexible strategy tailored to your needs in today's changing market conditions. By providing access to investment insights from Merrill and banking solutions from Bank of America, personalized wealth management strategies can be developed to help you pursue your goals. Danny Xiao-Di Hu follows the Merrill tradition of community involvement, volunteering with local organizations. With the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be built and documented. Your financial advisor at Merrill Lynch Wealth Management focuses on what matters most to you, whether it's family, goals, or priorities. Through conversations and understanding your aspirations, a customized financial approach can be developed to help you manage, grow, and preserve your wealth today and for the 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.

Zimnoch Financial Group is a reputable finance and insurance agency located at 1909 Great Neck Road in Copiague, New York. With a strong commitment to providing top-notch financial services and insurance solutions, our experienced team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Zimnoch Financial Group is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Wealth Management is a prestigious finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With a reputation for excellence in financial services, Merrill Lynch offers a wide range of wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced financial advisors provide personalized advice and guidance to clients, helping them navigate the complexities of the financial world and make informed decisions. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Merrill Lynch Wealth Management is dedicated to helping you build a secure financial future.

The Andreopoulos Stephen health institution is located at 10 Grace Avenue in Great Neck, New York. This institution provides top-quality healthcare services to patients in the United States. With a team of highly skilled and compassionate healthcare professionals, Andreopoulos Stephen is dedicated to improving the health and well-being of all patients. Whether you are in need of routine medical care or specialized treatment, you can trust Andreopoulos Stephen to provide personalized and effective healthcare solutions.

Northwestern Mutual is a reputable finance and insurance agency located at 40 Cuttermill Road in Great Neck, New York, United States. With a strong commitment to helping individuals and businesses achieve financial security and peace of mind, Northwestern Mutual offers a wide range of services including investment planning, retirement planning, life insurance, and more. Their team of experienced financial advisors and insurance agents are dedicated to providing personalized solutions tailored to meet the unique needs of each client. Visit Northwestern Mutual today to start building a secure financial future.

Old Bridge Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 111 Great Neck Road, Great Neck, New York, United States. As the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023, we offer thoughtful advice and guidance to our clients throughout their financial lives. With 60 years of combined experience, our founding advisors pride themselves on being the “family” financial advisor, serving multiple generations within a family. We create personalized financial strategies that resonate with the varied aspirations of each family member, emphasizing financial literacy and empowering informed decision-making. Our mission is to walk side by side with our clients through the many stages of life, creating a bridge to connect their vision to reality. We are grateful for the trust and confidence our clients have placed in us, allowing “our Family to Serve Yours”. Contact us for a complimentary initial consultation to discuss your financial goals and aspirations. We look forward to helping you achieve financial wellness for your entire family.

Pornnipa Pongvitayapanu - Prudential Financial is a reputable finance and insurance agency located at 301 South Great Neck Road in Copiague, New York, United States. With a strong focus on providing personalized financial solutions and comprehensive insurance coverage, they are committed to helping individuals and businesses achieve their financial goals and secure their future. Their team of experienced professionals is dedicated to delivering top-notch services and building long-lasting relationships with clients. Whether you are looking for retirement planning, investment advice, or insurance protection, Pornnipa Pongvitayapanu - Prudential Financial is the go-to institution for all your financial needs.