TOP 30 Personalized legal plan in New York

Welcome to ATM (Bethpage) located at 964 Montauk Highway, Shirley, New York 11967. As a trusted financial partner, we are committed to helping you achieve your financial goals with a wide range of services and products tailored to meet your needs. High-Yield Savings and Certificates: - Boost your savings with our High-Yield Savings Premium account, offering a competitive 5.35% APY on any balance. Enjoy the flexibility of a variable rate tiered account with no minimum balance requirement to open.

Welcome to Adrienne Donovan Notary Services and Real Estate, your trusted partner for all your notary and real estate needs in Shirley, New York. Conveniently located at 856 Montauk Highway, our business is dedicated to providing exceptional service to our community and surrounding areas. As a licensed notary public, Adrienne Donovan offers a wide range of notarial services to ensure the authenticity and legality of your important documents. Whether you need affidavits, acknowledgments, or certified copies, you can rely on our expertise to handle your notarial needs with precision and professionalism.

Welcome to Lori Ann Lombardo - Aflac Insurance Agent, your trusted partner in Medford, New York, for comprehensive insurance solutions tailored to your needs. Located at 15 Lacebark Lane, our agency is committed to providing you with an extra layer of protection against life's unexpected challenges. At Lori Ann Lombardo - Aflac Insurance, we offer a wide range of insurance policies designed to help you feel confident about your coverage. Whether it's an accident, a serious health diagnosis, or a hospital stay, Aflac pays cash benefits to assist with deductibles, co-pays, and other out-of-pocket expenses, so you can focus on what truly matters—getting better.

Welcome to Ameriprise Financial: Matarazzo Jr Arthur, your trusted partner in achieving financial success. Located at 1377 Motor Parkway, Islandia, New York, our firm is dedicated to providing personalized financial advice tailored to your unique needs and goals. At Ameriprise Financial, we understand that each client's financial journey is distinct. Our advisors possess a diverse range of expertise, allowing us to offer specialized services that align with your financial objectives. Whether you're planning for retirement, managing investments, or navigating complex financial situations, our team is equipped to guide you every step of the way.

Welcome to Steve Klinzing - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Patchogue, New York. Conveniently located at 288 Waverly Avenue, just south of Sunrise Highway at the intersection of Waverly and Roe, our office is easily accessible and right across from 7-Eleven. At Steve Klinzing State Farm Agency, we pride ourselves on delivering outstanding customer service and personalized insurance plans to meet your unique needs. Our multilingual team, fluent in English, Spanish, and French, is dedicated to providing you with a seamless experience, whether you're looking for Auto, Homeowners, Life, Renters, or Condo Insurance. We also offer specialized coverage such as Personal Articles Policy, Personal Liability Umbrella Policy, and Business Insurance to help you grow your business in Holbrook and beyond.

Welcome to Greg Mehrhoff - State Farm Insurance Agent, your trusted local insurance agency located at 10 Station Court, Bellport, NY 11713, nestled conveniently between Chase Bank and the Bellport Public Library and Post Office. With over a decade of dedicated service to the Long Island community, Greg Mehrhoff and his wife, Jillian, are committed to understanding and fulfilling your unique insurance needs. As a family-run business, we offer a wide range of coverage options including Auto, Homeowners, Life Insurance, and more, all aimed at helping you and your family build wealth and secure a prosperous future. Greg, a Chartered Financial Consultant (ChFC) and lifelong Long Islander, brings a deep connection to the community, enriched by his passion for family, outdoor activities, and community service. Actively engaged in supporting local charities and organizations, Greg strives to make a positive impact throughout the region. If you’re affiliated with a non-profit organization, feel free to inquire about our community outreach initiatives.

Welcome to The Mehrhoff Agency, your trusted local State Farm Insurance provider located at 10 Station Court, Bellport, NY 11713. Nestled conveniently between the Chase Bank and the Bellport Public Library and Post Office, we are here to serve the Long Island community with over a decade of dedicated experience. Led by Gregory Mehrhoff, a Chartered Financial Consultant (ChFC) and lifelong Long Island resident, our family-run agency is committed to understanding and addressing your unique insurance needs. At The Mehrhoff Agency, we offer a comprehensive range of insurance solutions, including Auto, Homeowners, Life, Renters, and Business insurance. Our mission is to help you and your family build wealth and secure your future, ensuring that every day can feel like summer. We proudly serve Bellport Village and its neighboring communities, including North Bellport, Patchogue, East Patchogue, Shirley, Mastic, Mastic Beach, Medford, Holbrook, Holtsville, Yaphank, and Brookhaven, as well as the wider areas of Nassau, Suffolk, Queens, Brooklyn, Manhattan, Bronx, and Staten Island.

Welcome to Ken Kortright - State Farm Insurance Agent, your trusted insurance agency located at 224 East Main Street, Suite A, Patchogue, New York. Serving all of Nassau and Suffolk Counties, including Medford, Sayville, Blue Point, Moriches, and Coram, as well as the Five Boroughs and the entire State of New York, we are dedicated to providing personalized insurance solutions for individuals and businesses alike. With over 25 years of experience, Ken Kortright and his team are committed to helping you find the right insurance products to meet your needs. We offer a comprehensive range of insurance options, including Auto, Homeowners, Life, Renters, and Condo Insurance. For business owners, we provide specialized coverage such as Commercial Auto, Fire Insurance, Business Liability, and Worker's Compensation Insurance.

Welcome to Scott File - State Farm Insurance Agent, your trusted local insurance agency located at 102 Carleton Avenue, Islip Terrace, New York 11752. As a second-generation State Farm agent, Scott File continues a proud family tradition of serving the Islip community since 1968. With 35 years of experience in claims, the legal department, and as an agent, Scott offers invaluable insights to help you select the right insurance products and coverage tailored to your specific needs. Our dedicated team is committed to helping you manage the risks of everyday life, recover from the unexpected, and achieve your financial goals. Whether you're exploring health insurance options, seeking advice on auto maintenance, or considering life insurance and annuities, we are here to guide you every step of the way. We pride ourselves on delivering quality service and building strong relationships based on mutual trust and integrity.

Welcome to Rich File - State Farm Insurance Agent, proudly serving the Islip, NY community and all of New York State for over 50 years! Located at 660 Montauk Highway, Islip, NY 11751, our family-owned agency has been a trusted name in insurance and financial services since 1968. Founded by Hank File and carried forward by Rich File since 1992, we are committed to providing personalized service that goes beyond the typical 15-minute phone call. At Rich File Agency, we believe in building lasting relationships to help you navigate the complexities of insurance and financial planning. Our experienced team, with a combined 80 years of expertise, is dedicated to protecting your greatest assets and helping you achieve your financial dreams. As a State Farm agency, we offer a wide range of insurance products and financial services tailored to meet the unique needs of every family. We proudly serve the entire New York State, from Buffalo to Montauk, and are conveniently located across from Islip Town Hall.

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.

Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.

Welcome to Merrill Lynch Financial Advisor Agne Rakauskas, located at 450 Old Country Road, Riverhead, New York. Our mission is to provide personalized wealth management strategies tailored to your unique financial goals. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we are equipped to help you navigate the complexities of today's financial landscape. We prioritize understanding what matters most to you, ensuring that your financial strategy is as flexible as the changing market conditions. By offering timely insights into market trends and the global economy, we aim to keep you informed and on track to pursue your goals.

Welcome to Merrill Lynch Financial Advisor Kerri Biondo, located at 450 Old Country Road, Riverhead, New York. As a dedicated financial advisor, Kerri Biondo offers personalized wealth management strategies designed to help you navigate today's ever-changing market conditions. With access to a wide range of investment solutions from Merrill and comprehensive banking products from Bank of America, Kerri is committed to helping you manage your wealth by understanding your full financial picture and what matters most to you. At Merrill Lynch Financial Advisor Kerri Biondo, we believe that the financial decisions you make today are crucial for building the future you envision for yourself and your family. By connecting your life and finances, we aim to provide fresh perspectives and informed insights that can help turn your financial goals into reality. Whether you're looking to create a flexible investment strategy, manage investment risk, or simply gain timely insights on market trends, Kerri is here to guide you every step of the way.

Welcome to Merrill Lynch Financial Advisor Jeffrey D Worthington, your trusted partner in Riverhead, New York, for comprehensive wealth management solutions. Located at 450 Old Country Road, we specialize in providing personalized financial strategies tailored to your unique goals and financial picture. Our approach begins with a deep understanding of what matters most to you, enabling us to craft a flexible strategy that adapts to today's ever-changing market conditions. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we offer timely insights into market trends and the global economy to help keep you on track. Our mission is to help you pursue your financial aspirations through personalized wealth management strategies that focus on turning your goals into reality, all while managing investment risk.

Welcome to Merrill Lynch Financial Advisor Carl P Neuberger, located at 450 Old Country Road, Riverhead, New York. As a dedicated financial advisor, Carl P Neuberger offers a comprehensive suite of financial services, combining the investment insights of Merrill with the banking convenience of Bank of America. Our goal is to help you navigate the complexities of today's financial landscape with personalized wealth management strategies tailored to your unique goals and needs. At our office, we provide access to a wide range of investment solutions and banking products, ensuring that you have the tools necessary to make informed decisions about your financial future. Our approach begins with a deep understanding of your financial picture and what matters most to you. By asking thoughtful questions and listening carefully, we aim to design and implement a personalized plan that helps you and your family pursue your financial goals while managing investment risk.

Welcome to Merrill Lynch Financial Advisor Scott Neuberger, where your financial future is our priority. Located at 450 Old Country Road, Riverhead, New York, our mission is to understand your unique financial goals and help you achieve them through personalized planning and strategic investment. With access to Merrill's extensive range of investment solutions and Bank of America's banking products, we provide you with timely market insights and global economic updates to keep you on track. At the heart of our approach is a commitment to listen and understand what matters most to you. Whether you're planning for future healthcare expenses, preparing for college, considering a major purchase, or aiming to pass on wealth to the next generation, we work with you to create a comprehensive plan that aims to manage, grow, and preserve your wealth for years to come.

Welcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.

Welcome to Merrill Lynch Financial Advisor Stephen Murray, located at 450 Old Country Road, Riverhead, New York. With a deep-rooted passion for educating clients about investing, Stephen Murray offers personalized financial strategies tailored to meet your unique needs and goals. Whether you're planning for retirement, estate planning, or seeking global asset allocation advice, Stephen leverages his extensive experience and the robust resources of Merrill and Bank of America to guide you through every step of your financial journey. Since joining Merrill Lynch Wealth Management in 2006, Stephen has utilized his 20 years of experience in the institutional fixed income industry and 5 years as a proprietary equity trader to deliver sophisticated financial solutions. He holds a B.A. in Communications from the University of New Hampshire, where he was also an active participant in lacrosse and golf.

Welcome to Merrill Lynch Financial Advisor Robert C. Ward, located at 450 Old Country Road, Riverhead, New York. We specialize in providing comprehensive financial advisory services tailored to meet the unique wealth management needs of business owners, entrepreneurs, and affluent individuals. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we offer personalized strategies to help you pursue your short- and long-term financial goals. Led by Robert C. Ward, a seasoned financial advisor with over three decades of experience, our team is dedicated to guiding you through the complexities of financial planning. Since joining Merrill Lynch in 2015 and becoming the Resident Director of the Riverhead office in 2018, Bob has focused on delivering exceptional service and insights into market trends and the global economy. His expertise is further enhanced by his Chartered Financial Consulting Designation (ChFC®), achieved in 2022.

Welcome to Merrill Lynch Wealth Management, your trusted financial partner located at 450 Old Country Road, Riverhead, New York. As a leading name in finance, we specialize in helping individuals, families, business owners, executives, and institutions navigate both rising and turbulent markets. Our team of expert financial advisors brings years of combined wealth management experience, offering insights and strategies tailored to your unique financial goals. At Merrill Lynch Wealth Management, we understand that wealth planning goes beyond mere advice. Our advisors are equipped to assist with retirement income planning, guidance on concentrated stock positions, and traditional investments, while also providing access to Bank of America’s estate planning services. We work collaboratively with your external professionals, such as accountants and tax attorneys, to ensure a comprehensive approach to your financial well-being.

Bethpage Federal Credit Union ATM - Riverhead, NY Welcome to the Bethpage Federal Credit Union ATM located at 1140 Old Country Road, Riverhead, New York 11901. As a trusted financial partner, we are dedicated to providing our members with convenient and innovative banking solutions. Whether you're managing everyday transactions or planning for the future, our services are designed to support your financial journey.

Welcome to Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. Our firm is dedicated to providing expert financial guidance tailored to your unique needs. With a robust suite of qualifications, Bob Sutton is equipped to help you navigate the complexities of financial planning, investment strategies, and wealth management. Our advisor holds prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, each reflecting a deep commitment to ethical standards and comprehensive financial expertise. These designations cover a wide range of financial disciplines, from asset allocation and estate planning to retirement strategies and investment opportunities for retirees and small business owners.

Welcome to "Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC," where we are dedicated to guiding you through the complexities of financial planning. Situated at 50 Station Road, Water Mill, New York, our firm is committed to providing personalized financial advice tailored to your unique needs and goals. Michael Laliberte, a seasoned financial advisor, brings a wealth of expertise and a wide array of professional designations that underscore his commitment to excellence and ethical practice in the field of finance. With certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), Michael is equipped to address a diverse range of financial scenarios, from asset management and estate planning to retirement strategies and wealth transfers.

Welcome to Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. As a trusted partner in finance, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team is equipped with an array of prestigious certifications that demonstrate our commitment to excellence and ethical practices in financial advising. Our expertise spans a broad spectrum, including asset management, estate planning, retirement strategies, and investment opportunities tailored for retirees and small business owners. We are proud to hold advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others.

Welcome to Electronic Payments, your trusted partner in cutting-edge financial technology, located at 1161 Scott Avenue, Calverton, New York. As a leading provider in the finance industry, we specialize in offering advanced point of sale and payment processing solutions tailored to meet the diverse needs of your business. Our innovative in-house processing platform, Cygma®, combined with our versatile Exatouch® Point of Sale system, empowers businesses across various sectors, including restaurants, retail, and service industries, to optimize operations, enhance customer experiences, and boost profitability. We pride ourselves on providing seamless integration with the latest payment methods, ensuring your business can accept all the payment types your customers prefer.

Welcome to Merrill Lynch Financial Advisor Mary C. Barty Scheurer, located at 57 Hampton Road, Southampton, New York 11968. As a dedicated financial advisor, Mary C. Barty Scheurer is committed to helping you navigate the complexities of finance and investment. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we provide the tools and insights you need to pursue your financial goals. At our Southampton office, we understand that every client is unique. Whether you have a clear financial strategy or are just beginning to plan for the future, we tailor our services to meet your individual needs. Our approach is about more than just managing money; it’s about understanding your plans, hopes, dreams, and goals. We work closely with you to adapt to changing goals, evolving family situations, and new commitments.

Welcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.

Welcome to Merrill Lynch Financial Advisor Nicole Behrens, your trusted partner in navigating the complex world of finance. Located at 57 Hampton Road, Southampton, New York, Nicole Behrens offers a comprehensive suite of financial services designed to help you achieve your financial goals. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, Nicole provides personalized wealth management strategies tailored to your unique needs and aspirations. At Merrill Lynch, we believe that managing your wealth begins with a deep understanding of your full financial picture. Nicole Behrens is dedicated to understanding what matters most to you, crafting strategies that are as flexible as today's changing market conditions. By leveraging the investment insights of Merrill and the banking convenience of Bank of America, Nicole can help you pursue your financial goals through informed and strategic decision-making.

Welcome to Merrill Lynch Financial Advisor Anthony P Addison, your trusted partner in financial success. Conveniently located at 57 Hampton Road, Southampton, New York, our firm is dedicated to helping you navigate the complexities of wealth management with confidence and clarity. At Merrill Lynch, we offer access to an extensive array of investment solutions from Merrill and banking products from Bank of America. Our mission is to provide you with timely insights into the ever-evolving markets and global economy, ensuring you stay on track toward achieving your financial goals.