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TOP 30 Personal risk management services in Merrick, NY
21 results found
Search for local businesses, places and services near you
Perkins-London Wealth Advisors - Ameriprise Financial Services, LLC
Perkins-London Wealth Advisors - Ameriprise Financial Services, LLC is a trusted wealth management institution located at 90 Merrick Avenue, East Meadow, New York, United States. Recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers, we provide personalized investment recommendations based on your goals and risk tolerance. Our team of advisors helps you track your progress, adjust your approach as needed, and achieve generational success built on trust, excellence, and innovation. With a focus on simplifying life and reducing stress, we aim to inspire confidence and guide you towards a successful financial future. Schedule a complimentary consultation to learn more about how we can help you achieve your financial goals. Please note that Ameriprise financial advisors are registered to do business in certain U.S. states, and we cannot guarantee future financial results. We are committed to protecting your privacy and security, and we appreciate the opportunity to help your friends and family members with their financial goals as well. Contact us today to discuss what's most important to you and start planning for a brighter financial future.
Belva Barned - Associate Financial Advisor, Ameriprise Financial Services, LLC
Belva Barned, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States, specializes in providing comprehensive financial planning services. Belva holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Belva is committed to upholding a high standard of ethics and continuously seeks to enhance her knowledge and skills to better serve her clients. Whether you are a retiree, small business owner, or high net worth individual, Belva's diverse expertise and personalized approach can help you achieve your financial goals. Contact Belva Barned today to discuss your financial needs and create a customized plan for your financial future.
Klerer Financial Services, Inc.
Klerer Financial Services, Inc. is a reputable finance institution located at 3272 Merrick Road in Wantagh, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Klerer Financial Services, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Visit them today to see how they can help you secure your financial future.
Bob Hannan - State Farm Insurance Agent
Welcome to the Bob Hannan State Farm Agency located at 29 East Merrick Road in Valley Stream, New York. We have been serving the Valley Stream, Nassau County, and Queens area since 1988. Our full-service office is dedicated to helping you with all of your insurance and financial needs. Whether you are looking for auto insurance, home insurance, renters insurance, condo insurance, life insurance, or commercial insurance, we are here to provide you with free quotes and personalized service. Our office is conveniently located just 1/2 block east of Rockaway Ave, next to CVS at the intersection of Merrick and Rockaway Ave. We cover areas such as Long Island, Queens, Brooklyn, Nassau, and Suffolk counties. Our team of experienced professionals has over 100 years of combined insurance experience and is available 24 hours a day to assist you.
William Kotkin
William Kotkin is a reputable health institution located at 2565 Beverly Road in Merrick, New York. Specializing in dental and medical services, Dr. Kotkin and his team provide top-quality care for patients of all ages. With a focus on preventive care and patient education, the institution aims to promote overall health and well-being. Whether you need a routine check-up, dental cleaning, or treatment for a specific health issue, William Kotkin is dedicated to providing personalized and compassionate care to all patients.
Oscar Espinal - State Farm Insurance Agent
Welcome to the Oscar Espinal State Farm Agency, located in Rockville Center, NY! Our agency proudly serves a wide range of areas including Oceanside, Baldwin, Lynbrook, Valley Stream, Malverne, as well as Nassau and Suffolk Counties. We're also here to assist customers throughout the Five Boroughs and the entire State of New York! With over four years of experience in the insurance and financial services industry, I've had the pleasure of helping numerous customers. As a graduate of Hofstra University, I believe in providing concierge service to all our valued customers. Our team possesses the proficiency and knowledge to address any questions you may have, and we're committed to treating you like family both today and in the future.
Peter Kelly - State Farm Insurance Agent
Peter Kelly - State Farm Insurance Agent is an insurance agency located at 349 Merrick Road, Lynbrook, New York, United States. Situated 200 yards West of the Regal Lynbrook Movie Theatre between Hempstead Ave and Peninsula Blvd, our dedicated team of licensed insurance professionals is here to help you manage the risks of everyday life, recover from the unexpected, and realize your dreams. While online auto quotes are temporarily unavailable in New York, you can contact our office during regular business hours or send us an email to get started. We offer a range of insurance services including Car Insurance, Home Insurance, Business Insurance, Umbrella Insurance, Condo & Co-op Insurance, Renters Insurance, and Life Insurance.
Ken Dookram - State Farm Insurance Agent
Ken Dookram - State Farm Insurance Agent is an insurance agency located at 49 West Merrick Road, Freeport, New York, United States. Situated between Freeport Marine and The Imperial Diner, Ken and his licensed team offer a wide range of insurance and financial services to customers throughout New York State and surrounding Nassau County South Shore neighborhoods. With over 70 years of combined experience in the insurance industry, the team is dedicated to helping clients manage their risks and realize their dreams. Services offered include insurance for auto, home, life, business, pet, and more. Whether you need a free quote or assistance with a claim, Ken and his team are here to help. They also provide personalized financial services and can assist with investment options.
Victoria Van De Ven - State Farm Insurance Agent
Victoria Van De Ven - State Farm Insurance Agent is a reputable insurance agency located at 4020 Merrick Road in Seaford, New York, United States. With 23 years of experience serving the Seaford community, Victoria is proud to be associated with State Farm for 30 years. As an Insurance & Financial Services Professional and small business owner, Victoria and her team are dedicated to helping customers with their Auto, Fire, and Life insurance needs. The office, led by Office Manager Debbie Balsamo, is always ready to assist with any questions in person, by phone, or by email. Victoria is actively involved in the community, having been selected as Businessperson of the year for the Seaford Chamber of Commerce in 2022. She is a proud member of the Seaford Lions Club and volunteers at Last Hope Animal Shelter in Wantagh. The mission of State Farm is to help people manage risks, recover from the unexpected, and realize their dreams, and Victoria believes in providing personalized service to help customers achieve these goals.
Gentle Care OB/GYN PC
Gentle Care OB/GYN PC is a reputable medical institution located at 130 Merrick Road in Lynbrook, New York. Specializing in obstetrics and gynecology, our team of skilled doctors and healthcare professionals provide compassionate and personalized care to women of all ages. From routine check-ups to prenatal care and advanced surgical procedures, we are dedicated to ensuring the health and well-being of our patients. Visit us today for expert medical services in a warm and welcoming environment.
Catherine May Co & Associates, PC
Catherine May Co & Associates, PC is a reputable law firm located at 479 Merrick Road in Lynbrook, New York. Specializing in various areas of law, their team of experienced attorneys provides expert legal representation and counsel to clients in need. With a commitment to professionalism and client satisfaction, Catherine May Co & Associates, PC is dedicated to achieving the best possible outcomes for their clients. Contact them today for all your legal needs.
SGF Law
SGF Law, located at 135 Pinelawn Road in Melville, New York, is a boutique firm that offers a personalized approach with the benefits of a large firm. Serving clients throughout Long Island and surrounding areas such as Merrick, Massapequa, Baldwin, and more, SGF Law specializes in estate planning and elder law issues. With over 30 years of experience, the team at SGF Law is dedicated to helping individuals and families navigate important legal matters. Estate planning is crucial for everyone, regardless of age or financial standing. Without proper planning, state law will determine how your assets are distributed. The team at SGF Law is well-versed in estate planning and elder law, with over 45 years of combined experience handling thousands of cases. They can assist with complex issues to ensure proper planning for yourself or an older relative.
Durnin Douglas A
Durnin Douglas A is a reputable law firm located at 5355 Merrick Road in Massapequa, New York. With a team of experienced and dedicated lawyers, they provide expert legal services to clients in need of assistance with various legal matters. Whether you require representation for a personal injury case, family law issue, or criminal defense, Durnin Douglas A is committed to advocating for your rights and achieving the best possible outcome for your case. Contact them today for a consultation to discuss your legal needs.
Merrill Lynch Financial Advisor Jeremy Jacobs
but it is certainly worth considering. "The Merrill Lynch Financial Advisor Jeremy Jacobs" institution, located at 266 Merrick Road, Lynbrook, New York, United States, is dedicated to managing your wealth with a personalized and flexible strategy tailored to your unique financial goals. The institution offers access to investment insights from Merrill and banking solutions from Bank of America, ensuring a comprehensive approach to wealth management. The team at Merrill Lynch Wealth Management, led by Jeremy Jacobs, is committed to building strong client relationships based on trust and personalized service. By conducting a Merrill Personal Wealth Analysis™, the institution can develop a personalized plan centered on your goals and priorities. With a focus on understanding your financial aspirations and priorities, the institution aims to help you achieve your goals through a tailored financial approach. Through ongoing discussions and adjustments to your financial plan, the institution ensures that your approach reflects changes in your life and the financial markets. With a mission to understand you and what matters most to you, the institution offers a personalized approach to managing investment risk and turning your goals into reality. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, the institution can help you develop a plan to address your financial needs. With a dedicated Merrill advisor by your side, you can benefit from personalized investment strategies and comprehensive financial solutions to help you pursue your goals. Contact "The Merrill Lynch Financial Advisor Jeremy Jacobs" institution today to start building a customized investment approach that reflects your unique needs and priorities.
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 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 Stuart R Schoenfeld
Merrill Lynch Financial Advisor Stuart R Schoenfeld is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. The team at Merrill Lynch is dedicated to building strong relationships with clients, providing personalized service, and helping individuals and families make important financial decisions. With access to global resources, the team is committed to understanding each client's goals, priorities, and aspirations. By developing personalized plans and implementing investment strategies, Merrill Lynch aims to help clients pursue their financial goals while managing risk. The institution offers a range of services, including personalized financial planning, investment insights, and banking solutions from Bank of America. The team of experienced advisors at Merrill Lynch Wealth Management is focused on helping clients achieve their goals, adapt to changes in the market, and make informed decisions. Whether clients are planning for retirement, saving for a home, or funding education, Merrill Lynch provides tailored solutions to address their needs and priorities. By getting to know each client personally, Merrill Lynch can create a financial approach that reflects their personality and helps them achieve their goals. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and pursue their long-term 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 Sophia Aslam
Merrill Lynch Financial Advisor Sophia Aslam, located at 266 Merrick Road, Lynbrook, New York, offers a personalized approach to financial planning. With a background in Economics and Journalism from Karachi University and a master's degree in Business Administration from New York Institute of Technology, Sophia Aslam has been in the financial services industry since 2000. By combining the investment resources of Merrill and the banking convenience of Bank of America, Sophia Aslam helps clients address various aspects of their financial lives. Sophia believes in building a personalized plan centered on clients' goals and priorities, adapting to changes in their lives and the financial markets. Through a deep understanding of clients' needs and aspirations, Sophia works to design and implement a financial approach that helps them pursue their goals while managing investment risk. Whether planning for retirement, buying a home, funding education, or passing wealth to future generations, Sophia focuses on providing customized solutions tailored to each client's unique circumstances. With a commitment to community involvement and ongoing support, Sophia Aslam is dedicated to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor John Pierce Jonza
Merrill Lynch Financial Advisor John Pierce Jonza, located at 266 Merrick Road, Lynbrook, New York, United States, is a finance institution dedicated to managing your wealth through a personalized and flexible strategy tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, John Pierce Jonza and his team offer personalized wealth management strategies to help you pursue your goals. By participating in the community and volunteering with local organizations, John Pierce Jonza follows the Merrill tradition of building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is developed and documented to help you achieve what matters most to you.
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