TOP 30 Personalized finance services in Westbury, New York

42 results found

A & M Financial Services, LLC is a finance institution located at 792 Carman Avenue in Westbury, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our services include investment management, retirement planning, tax preparation, and more. We are committed to providing personalized solutions and exceptional customer service to our clients. Contact us today to learn more about how we can help you secure your financial future.

Essential Advisory Services is a leading finance institution located at 400 Post Avenue in Westbury, New York. Our team of experienced financial advisors provides essential services to help individuals and businesses navigate the complexities of the financial world. From investment planning to retirement strategies, we offer personalized guidance to help our clients achieve their financial goals. Trust Essential Advisory Services for expert financial advice and a commitment to your financial success.

James Kelly is a Financial Advisor at Ameriprise Financial Services, LLC located at 1600 Stewart Avenue, Westbury, New York, United States. James Kelly holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. James Kelly is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, James Kelly is committed to helping clients achieve their financial goals. Contact James Kelly for expert financial advice and personalized wealth management solutions.

Christopher Zarra is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States. Christopher Zarra holds various certifications including 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 Christopher Zarra's expertise in asset management, estate planning, retirement planning, investment management, and more. Contact Christopher Zarra for comprehensive financial advice tailored to your individual needs.

Thomas Palkovich - Financial Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, is a trusted finance institution. With a focus on providing personalized financial advice, Thomas Palkovich helps clients navigate through retirement planning, investment strategies, and other financial goals. With a background and qualifications available on FINRA's BrokerCheck website, clients can trust in the expertise and professionalism of Thomas Palkovich. The institution offers a Retirement InteractiveSM tool to explore important retirement income issues and plan for the future.

John Merendino - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, is a finance institution that offers a wide range of specialized certifications and designations to ensure that their advisors are highly qualified to meet the diverse needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the institution provides expertise in areas such as estate planning, retirement planning, and investment strategies for individuals, retirees, and small business owners. Advisors at John Merendino - Private Wealth Advisor also hold certifications like ADPA™, AEP®, AIF®, AWMA℠, and more, showcasing their commitment to ethical practices and ongoing education in the field of finance. With a focus on providing tailored financial solutions and expert advice, the institution ensures that clients receive comprehensive and personalized wealth management services.

ClearEdge Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 1600 Stewart Avenue, Westbury, New York, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, our team is dedicated to helping clients achieve their long-term financial goals. We offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular progress reviews and updates, we ensure that your financial strategy adapts to life changes. Clients can easily access their investments and accounts from any device, track their progress, and communicate securely with us. Schedule a complimentary initial consultation to learn more about how we can help you reach your financial goals. Our team combines deep knowledge and a strong work ethic to make a positive impact on our clients' lives every day. Ameriprise financial advisors are registered to do business in certain U.S. states, and all services are provided with privacy and security in mind. Contact us today to start a conversation about what's most important to you.

Westbury Partners is a leading finance institution located at 1400 Old Country Road in Westbury, New York. With a strong reputation for excellence in financial services, Westbury Partners offers a wide range of investment and advisory services to help clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert guidance to ensure the success of our clients. Contact us today to learn more about how Westbury Partners can help you reach your financial objectives.

Personal Asset Strategies, Inc is a finance institution located at 1600 Stewart Avenue in Westbury, New York, United States. With a focus on personalized financial planning and investment strategies, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. From retirement planning to wealth management, we offer a range of services tailored to meet each individual's unique needs. Trust Personal Asset Strategies, Inc to provide you with expert guidance and support in navigating the complexities of the financial world.

Metropolitan Business & Tax Services is a reputable accounting and finance institution located at 221 Post Avenue in Westbury, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial planning, and business consulting. Whether you are an individual or a business owner, Metropolitan Business & Tax Services is dedicated to helping you manage your finances effectively and achieve your financial goals. Visit their office today to experience personalized and reliable financial services.

TBA Tax Service Inc. is a reputable accounting and finance institution located at 340 Westbury Avenue in Carle Place, New York, United States. With a team of experienced professionals, TBA Tax Service Inc. offers a wide range of services including tax preparation, financial planning, and accounting solutions for individuals and businesses. Clients can expect personalized attention and expert advice to help them navigate the complexities of tax laws and financial management. Trust TBA Tax Service Inc. for all your accounting and finance needs.

CPA Services Long Island is a reputable accounting and finance institution located at 1400 Old Country Road in Westbury, New York. Our team of Certified Public Accountants (CPAs) is dedicated to providing top-notch financial services to individuals and businesses in the Long Island area. Whether you need assistance with tax preparation, auditing, bookkeeping, or financial planning, our experienced professionals are here to help. Trust CPA Services Long Island for all your financial needs.

Adam Okula - State Farm Insurance Agent is an insurance agency located at 937 Willis Avenue, Albertson, New York, United States. The institution is just 1 block south of IU Willets Rd, on the west side with parking available in the rear. They offer a wide range of insurance services including Car Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, and Insurance for Small Businesses. Serving customers throughout New York State, including Nassau County, Suffolk County, Queens County, Kings County, and more. Adam Okula, a finance graduate from SUNY at Old Westbury, has been serving State Farm customers since 1981. He is an Honor Agent Qualifier for Auto & Fire Insurance and a Century Club Qualifier for Life Insurance. The institution is a member of the Chamber of Commerce of the Williston's and is actively involved in the local community.

Bassett Furniture, located at 950 Old Country Road in Garden City, New York, is a premier furniture store and home goods store. Our store in Westbury, Nassau County, has been serving Long Island since 2016, offering a wide selection of contemporary, transitional, and traditional home furnishings and décor. Our experienced design consultants are ready to help you with your next design project, whether you're looking for a single piece of furniture or redecorating an entire room. At Bassett Home Furnishings Westbury, you can relax and browse through inspiring room layouts to find the perfect pieces to reflect your style. Our consultants can help you customize every detail until it's just to your liking. We also offer in-home consultations for measurements, space planning, and to better understand your personal style.

OneMain Financial is a finance institution located at 1400 Old Country Road in Westbury, New York. They offer a variety of financial services including personal loans, debt consolidation, and credit insurance. With a focus on providing personalized solutions to meet the unique needs of each individual, OneMain Financial strives to help customers achieve their financial goals. Their experienced team of professionals is dedicated to providing excellent customer service and guidance throughout the loan process. Whether you are looking to consolidate debt, make a major purchase, or cover unexpected expenses, OneMain Financial is here to help.

Proto Financial is a finance institution located at 1025 Old Country Road, Westbury, New York, United States. We offer finance solutions customized to meet your business needs, with a focus on helping small business owners across the U.S. in various industries. Our streamlined paperless application process and quick funding decisions based on actual business performance make financing easy and efficient. With the best financial technology in alternative lending, funds can be deposited in as little as 24 hours following approval. Our dedicated funding officers are here to assist you from the initial application to future funding needs. We strive to build lasting relationships with our clients and are committed to positioning your business for success. Whether you are looking for a merchant cash advance or an SBA 7(a) loan, Proto Financial is here to help you unleash your business potential and fuel your success.

South Shore Funding is a premier finance and real estate agency located at 927 Old Country Road in Westbury, New York. With a strong focus on providing exceptional financial services and real estate solutions, our team of experts is dedicated to helping clients achieve their financial goals and find their dream properties. Whether you are looking to secure a loan, invest in real estate, or sell your property, South Shore Funding is here to provide personalized and professional assistance every step of the way. Trust us to deliver top-notch financial and real estate services tailored to meet your individual needs.

Oswaldo Pinilla - Mortgage Loan Officer is a finance institution located at 999 Old Country Road in Westbury, New York, United States. As a mortgage loan officer, Oswaldo Pinilla helps clients secure financing for their real estate purchases. With a deep understanding of the mortgage industry and a commitment to personalized service, Oswaldo Pinilla assists clients in navigating the complexities of the loan process and finding the best mortgage options to suit their needs. Whether you are a first-time homebuyer or a seasoned real estate investor, Oswaldo Pinilla is dedicated to helping you achieve your financial goals.

Catherine M. Fascilla, DDS is a reputable dental practice located at 505 Westbury Avenue in Carle Place, New York. Dr. Fascilla and her team provide top-quality dental care in a comfortable and welcoming environment. With a focus on preventative and restorative dentistry, they offer a wide range of services to help patients achieve optimal oral health. Whether you need a routine cleaning, a filling, or a cosmetic procedure, you can trust Catherine M. Fascilla, DDS to provide personalized care tailored to your individual needs. Visit them for a beautiful, healthy smile that lasts a lifetime.

John Hancock Life is an insurance agency located at 1600 Stewart Avenue, Westbury, New York, United States. With a focus on financial advisory services that offer a personal touch, we believe in making life insurance a fundamental part of a longer, healthier, and better life. For over 160 years, we have been dedicated to honesty, reliability, and customer commitment. By combining our longstanding reputation with cutting-edge innovation, we are transforming the insurance industry. Our mission is to help partners build their life insurance businesses and protect their clients' most important assets. Through our partnership with GRAIL, eligible John Hancock Vitality members can access the Galleri test, a powerful multi-cancer early detection tool. We offer a variety of products that provide real value for the life of the policy.

Nicole King LLC is a reputable finance institution located on Sharon Lane in Westbury, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with investments, retirement planning, or wealth management, Nicole King LLC is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to client satisfaction set them apart in the industry. Visit them today to see how they can help you secure your financial future.

Multiservices Express Corp. is a trusted institution located at 207 Post Avenue in Westbury, New York, United States. Specializing in accounting, finance, and insurance services, our team of experts is dedicated to providing top-notch solutions for all your financial needs. Whether you need help with tax preparation, investment advice, or finding the right insurance coverage, Multiservices Express Corp. is here to assist you every step of the way. With a commitment to excellence and customer satisfaction, we strive to ensure that our clients receive the best possible service and support. Visit us today to experience the difference that our comprehensive and personalized services can make for you.

The Law Offices of Harold A Bollaci is a prestigious law firm located at 400 Post Avenue in Westbury, New York. Specializing in finance and legal matters, our team of experienced lawyers provide expert advice and representation for a wide range of legal issues. With a commitment to excellence and client satisfaction, we strive to achieve the best possible outcomes for our clients. Contact us today for a consultation and see how we can assist you with your legal needs.

CPA Clinics is a leading institution specializing in accounting and finance services, located at 1080 Old Country Road in Westbury, New York, United States. Our team of certified public accountants (CPAs) is dedicated to providing expert financial advice and assistance to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or business consulting, our experienced professionals are here to help. Visit CPA Clinics today and let us help you achieve your financial goals.

Domenick D'Andrea, AIF, CRC, CPFA | DanDarah Wealth Management is a finance institution located at 1400 Old Country Road in Westbury, New York, United States. Our team of experienced professionals provides personalized wealth management services to help clients achieve their financial goals. With a focus on retirement planning, investment strategies, and risk management, we strive to create tailored solutions that meet the unique needs of each individual or family. Contact us today to learn more about how we can help you secure your financial future.

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.

Statera Wealth Solutions, located at 25 Carle Road in Westbury, New York, is a finance institution that is dedicated to empowering clients towards optimal Financial Balance®. By changing the conversation about personal finance, Statera Wealth Solutions brings clarity and honesty to the table. Their unique approach focuses on a macro-economic philosophy that provides a holistic view of your entire financial landscape, making it easier to have authentic conversations about financial strategies. Unlike traditional financial institutions, Statera Wealth Solutions offers a personalized financial model built exclusively for each client. By eliminating opinion, bias, and hype, clients gain a different perspective on their financial path. The institution focuses on the four critical areas of financial importance: Protection, Assets, Liabilities, and Cash Flow, setting them apart from mass prescribed financial guidance.

Florio Wealth Management Group is a premier finance institution located at 1025 Old Country Road in Westbury, New York. Our team of experienced financial professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, Florio Wealth Management Group is here to help. Contact us today to schedule a consultation and start building a secure financial future.

Great Eastern Management Inc is a leading finance institution located at 775 Old Country Road in Westbury, New York, United States. With a strong reputation for excellence in financial management, we offer a wide range of services to meet the needs of our clients. Our team of experienced professionals is dedicated to providing top-notch financial solutions and personalized service to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Great Eastern Management Inc is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

Sharina World is a unique institution located at 1080 Old Country Road, Westbury, New York, United States. This institution offers a wide range of services including accounting, finance, health, and travel agency services. At Sharina World, we are dedicated to providing a secure and quality platform for education, skills training, inspiration, empowerment, health care, professional services, networking, recognition, and success on a global scale. Our team of Certified Public Accountants (CPAs) and Internal Auditors are here to simplify your daily accounting and financial management needs.