TOP 30 Personalized retirement advisory services in Merrick, New York

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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. 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.

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.

C. E. Gaye & Sons Securities Ltd. is a full-service securities firm located at 2116 Merrick Avenue in Merrick, New York. Founded in Long Island in 1954, our firm offers the services and financial strength of a large national firm with the personalized service of a local firm. We provide a range of financial services and products, including securities and advisory services through Prospera Financial Services, Inc. Member FINRA/SIPC. At C. E. Gaye Securities, we offer access to a library of videos covering various financial topics and calculators to help estimate answers to common financial questions. Please note that the information provided on our website is for general use and individual situations may vary. We recommend seeking advice from your own tax or legal counsel, especially for estate planning.

John P Spinelli, CPA, CFP, P.C. is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, they are dedicated to helping you achieve your financial goals. Trust John P Spinelli, CPA, CFP, P.C. for all your accounting and finance needs.

Ohanna Capital is a financial institution located at 90 Merrick Avenue in East Meadow, New York. Specializing in ATM services and finance, Ohanna Capital provides convenient and reliable financial solutions for individuals and businesses in the area. With a commitment to customer satisfaction and professionalism, Ohanna Capital is a trusted partner for all your financial needs.