TOP 10 Professional consultations in Great Neck, New York
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Merrill Lynch Financial Advisor Christine M Savarese-Barral
● ClosedMerrill Lynch Financial Advisor Christine M Savarese-Barral is a reputable financial institution located at 805 Northern Boulevard in Great Neck, New York. Specializing in finance, this institution provides expert financial advice and services to help clients achieve their financial goals. With a dedicated team led by Christine M Savarese-Barral, clients can trust in personalized and professional financial guidance tailored to their individual needs. Whether looking to invest, plan for retirement, or manage wealth, Merrill Lynch Financial Advisor Christine M Savarese-Barral offers a comprehensive range of services to help clients secure their financial future.
805 Northern Blvd, Great Neck, NY 11021, United States -
Merrill Lynch Financial Advisor Stacey Kitay
● ClosedMerrill 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.
805 Northern Blvd, Great Neck, NY 11021, United States -
Juan Espinosa
● OpenJuan Espinosa is a reputable financial institution located at 57 Middle Neck Road in Great Neck, New York. With a focus on providing top-notch financial services to its clients, Juan Espinosa offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced team at Juan Espinosa is dedicated to providing personalized and professional service to meet your unique needs. Visit us today to discover how we can help you secure your financial future.
57 Middle Neck Rd, Great Neck, NY 11021, United States -
Stone Hill Fiduciary Management, LLC
● OpenStone Hill Fiduciary Management, LLC is a finance institution located at 1010 Northern Boulevard in Great Neck, New York, United States. As a fiduciary management firm, we specialize in providing personalized financial services to our clients, including investment management, wealth planning, and estate management. Our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and expert advice. Trust Stone Hill Fiduciary Management, LLC to provide you with the guidance and support you need to secure your financial future.
1010 Northern Blvd, Great Neck, NY 11021, United States -
Franklin Harold Financial, LLC
● ClosedFranklin Harold Financial, LLC is a reputable finance institution located at 3 Grace Avenue in Great Neck, New York, United States. With a strong focus on providing top-notch financial services, they offer a wide range of investment and wealth management solutions to help their clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and tailored financial advice to individuals and businesses alike. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Franklin Harold Financial, LLC is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
3 Grace Ave Suite: 171, Great Neck, NY 11021, United States -
Sokolow & Associates Inc
● OpenSokolow & Associates Inc is a reputable financial consulting firm located at 12 Wyngate Place in Great Neck, New York. With a team of experienced professionals, they provide a wide range of financial services including investment management, retirement planning, and estate planning. Their personalized approach and commitment to client satisfaction sets them apart in the industry. Contact Sokolow & Associates Inc today for expert financial advice and guidance.
12 Wyngate Pl, Great Neck, NY 11021, United States -
Northwestern Mutual
● OpenNorthwestern 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.
40 Cutter Mill Rd #500, Great Neck, NY 11021, United States -
Brookhill Capital Partners
● OpenBrookhill Capital Partners is a leading finance institution located at 111 Great Neck Road in Great Neck, New York, United States. With a focus on providing expert financial services, Brookhill Capital Partners offers a range of investment solutions tailored to meet the unique needs of their clients. Their team of experienced professionals work diligently to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Brookhill Capital Partners is dedicated to providing top-notch service and expertise to help you succeed.
111 Great Neck Rd, Great Neck, NY 11021, United States -
Samir Masri CPA Firm P.C.
● ClosedSamir Masri CPA Firm P.C. is a reputable accounting and finance institution located at 175 Great Neck Road in Great Neck, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their dedication to excellence and commitment to client satisfaction have earned them a strong reputation in the industry. Whether you are an individual or a business owner, Samir Masri CPA Firm P.C. is dedicated to helping you achieve your financial goals.
175 Great Neck Rd #403, Great Neck, NY 11021, United States -
RFB CPA Group
● OpenRFB CPA Group is a reputable accounting and finance institution located at 150 Great Neck Road in Great Neck, New York, United States. With a team of experienced professionals, RFB CPA Group offers a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust RFB CPA Group for accurate and reliable financial guidance to help them achieve their financial goals.
150 Great Neck Rd #406, Great Neck, NY 11021, United States -
Mordfin Group
● ClosedThe Mordfin Group is a reputable accounting and finance institution located at 150 Great Neck Road in Great Neck, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all your financial needs.
150 Great Neck Rd # 201, Great Neck, NY 11021, United States -
Steven Schlusselberg MBA CPA CGMA
● ClosedSteven Schlusselberg MBA CPA CGMA is a prestigious accounting and finance institution located in Great Neck, New York. With a team of highly qualified professionals, including Certified Public Accountants (CPAs) and Chartered Global Management Accountants (CGMAs), the institution offers top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or business consulting, Steven Schlusselberg MBA CPA CGMA has the expertise to help you achieve your financial goals. Visit their office at 17 Barstow Road to experience their exceptional services firsthand.
17 Barstow Rd #307, Great Neck, NY 11021, United States -
A. H. CPA, PLLC
● ClosedA. H. CPA, PLLC is a reputable accounting and finance institution located at 10 Grace Avenue in Great Neck, New York. Our team of experienced and dedicated professionals provides a wide range of accounting services to individuals and businesses in the United States. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help. Trust A. H. CPA, PLLC for all your accounting and finance needs.
10 Grace Ave #4, Great Neck, NY 11021, United States -
JL Accounting and Tax Services
● ClosedJL Accounting and Tax Services is a reputable financial institution located at 55 Northern Boulevard in Great Neck, New York. Specializing in accounting and tax services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help. Trust JL Accounting and Tax Services for all your financial needs in the United States.
55 Northern Blvd, Great Neck, NY 11021, United States -
Landmark Capital Advisory LLC.
● ClosedLandmark Capital Advisory LLC is a reputable real estate agency located at 3 Grace Avenue, Great Neck, New York, United States. With a team of experienced professionals, Landmark Capital Advisory LLC offers expert advice and guidance to clients looking to buy, sell, or invest in real estate properties. Whether you are a first-time homebuyer or a seasoned investor, Landmark Capital Advisory LLC is committed to helping you achieve your real estate goals. Contact them today to learn more about their services and how they can assist you with your real estate needs.
3 Grace Ave #153, Great Neck, NY 11021, United States -
Jacques M. Levy & Co. LLP
● ClosedJacques M. Levy & Co. LLP is a reputable accounting and finance institution located at 233 East Shore Road in Great Neck, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, auditing, or financial planning, Jacques M. Levy & Co. LLP is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
233 E Shore Rd Suite 211, Great Neck, NY 11023, United States -
张明朝会计事务所 Ming Chao Zhang CPA PLLC
● ClosedMing Chao Zhang CPA PLLC is a reputable accounting firm located at 1 Barstow Road in Great Neck Plaza, New York. Specializing in accounting and finance services, our institution offers a wide range of professional services to individuals and businesses in the area. With a team of experienced and knowledgeable CPAs, we are dedicated to providing high-quality financial solutions tailored to meet the unique needs of our clients. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Ming Chao Zhang CPA PLLC is here to help you achieve your financial goals. Contact us today to schedule a consultation and learn more about how we can assist you with your accounting needs.
1 Barstow Rd p24, Great Neck Plaza, NY 11021, United States -
Hyer, Douglas- Financial Planner
● OpenHyer, Douglas- Financial Planner is a reputable finance institution located at 233 East Shore Road in Great Neck, New York, United States. Specializing in financial planning services, the institution offers expert advice and guidance to help individuals and businesses achieve their financial goals. With a dedicated team of professionals, Hyer, Douglas- Financial Planner is committed to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, save for retirement, or plan for the future, you can trust Hyer, Douglas- Financial Planner to provide comprehensive financial services that will help you secure a stable financial future.
233 E Shore Rd Suite 210, Great Neck, NY 11023, United States -
American Portfolios
● OpenAmerican Portfolios is a finance institution located at 9 Park Place in Great Neck, New York, United States. As a leading financial services provider, American Portfolios offers a wide range of investment options and advisory services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, American Portfolios is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.
9 Park Pl, Great Neck, NY 11024, United States -
Merrill Lynch Financial Advisor Camillo D'Angelo
● ClosedMerrill Lynch Financial Advisor Camillo D'Angelo, located at 805 Northern Boulevard, Great Neck, New York, offers personalized wealth management strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Camillo D'Angelo can help you navigate the ever-changing market conditions and create a flexible financial strategy. As a part of the Merrill tradition of community involvement, Camillo volunteers with local organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis, a personalized plan can be developed centered on your aspirations and focused on achieving your desired outcomes. With a focus on understanding your priorities, family, and goals, Camillo D'Angelo works to create a financial approach that reflects your unique needs and situation. By utilizing the Investment Personality Assessment and ongoing conversations, Camillo can help you make informed investment decisions and adjust your financial approach as your life evolves. The goal is to help you manage, grow, and preserve your wealth while pursuing your financial objectives.
805 Northern Blvd, Great Neck, NY 11021, United States -
Merrill Lynch Financial Advisor Thomas P Schalk
● ClosedMerrill Lynch Financial Advisor Thomas P Schalk is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. They prioritize understanding your goals and priorities through personalized conversations. They believe in helping you make investment decisions that align with your meaningful goals, whether it's planning for retirement, buying a home, funding education, or passing on wealth to future generations. Their team of experienced professionals uses the Investment Personality Assessment to tailor a financial approach to your preferences. They offer personalized plans, investment insights, and banking solutions to help you manage, grow, and preserve your wealth. With a focus on exemplary client service, they aim to build strong relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ and regular check-ins, they ensure your financial approach reflects changes in your life and the markets. They are committed to helping you achieve your goals and stay on track through personalized strategies and comprehensive financial solutions.
805 Northern Blvd, Great Neck, NY 11021, United States -
Merrill Lynch Financial Advisor Alexandra Maksimow
● ClosedMerrill Lynch Financial Advisor Alexandra Maksimow is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. FCMH Wealth Management & Associates, where Alexandra Maksimow works, has earned a reputation for providing exceptional wealth management services, especially during critical moments in clients' financial lives. The institution serves a diverse clientele from various backgrounds and industries, helping them navigate important financial decisions and plan for the future. With a focus on anticipating and addressing clients' needs, the team at FCMH Wealth Management & Associates offers a comprehensive range of services, including investment management, financial planning, estate planning, and more. Clients can expect a proactive, transparent, and professional approach from their advisors, who strive to build long-lasting relationships based on care, consideration, and understanding.
805 Northern Blvd, Great Neck, NY 11021, United States -
Meitner Enterprises
● OpenMeitner Enterprises is a leading finance institution located at 40 Cuttermill Road in Great Neck, New York, United States. With a strong reputation for excellence in financial services, Meitner Enterprises offers a wide range of investment solutions and advisory services to individuals and businesses. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Meitner Enterprises can help you navigate the complex world of finance.
40 Cutter Mill Rd # 305, Great Neck, NY 11021, United States -
Mid-Atlantic Securities, Inc.
● ClosedMid-Atlantic Securities, Inc. is a leading finance institution located at 98 Cuttermill Road in Great Neck, New York. With a strong presence in the financial industry, Mid-Atlantic Securities, Inc. offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are an individual investor or a corporate entity, Mid-Atlantic Securities, Inc. is committed to providing top-notch financial services to meet your needs.
98 Cutter Mill Rd Suite 273, Great Neck, NY 11021, United States -
Dak Financial
● OpenDak Financial is a reputable finance institution located at 99 Clent Road in Great Neck, New York, United States. With a strong commitment to providing top-notch financial services, Dak Financial offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Dak Financial is here to help you every step of the way. Contact them today to learn more about how they can assist you with your financial needs.
99 Clent Rd Apartment B110, Great Neck, NY 11021, United States -
First Sterling Financial Inc
● ClosedFirst Sterling Financial Inc is a reputable finance institution located at 111 Great Neck Road in Great Neck, New York, United States. Our team of experienced professionals specializes in providing a wide range of financial services, including investment management, wealth planning, and retirement solutions. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
111 Great Neck Rd, Great Neck, NY 11021, United States -
Somerset Finanical Group Inc
● ClosedSomerset Financial Group Inc, located at 10 Cuttermill Road in Great Neck, New York, is a specialty finance company specializing in direct hard money and bridge loans. With over 40 years of experience, SFG is a family-owned business with offices in Great Neck, Long Island, as well as West Palm Beach and Boca Raton, Florida. The institution prides itself on being flexible, easy to work with, and able to accommodate quick close transactions. SFG provides financing solutions for borrowers in need of quick closings, facing foreclosure or bankruptcy, or who do not meet traditional lenders' income/credit requirements. Testimonials from clients and partners highlight SFG's professionalism, dedication, and focus on providing the best experience for their clients and partners while positively impacting the communities they serve. With a strong reputation and long-standing relationships in the industry, Somerset Financial Group Inc is a trusted partner for those seeking alternative financing options.
10 Cutter Mill Rd Suite #202, Great Neck, NY 11021, United States -
NRE Capital Partners
● ClosedNRE Capital Partners is a leading finance institution located at 29 Barstow Road in Great Neck, New York. Specializing in commercial real estate lending, NRE Capital Partners is a direct nationwide lender with a strong track record of providing financing solutions for various real estate projects. With a team of experienced professionals and a commitment to excellence, NRE Capital Partners is a trusted partner for clients seeking innovative financial solutions for their real estate ventures. Contact NRE Capital Partners at 212-457-7699 or email [email protected] for more information.
29 Barstow Rd Suite 203, Great Neck, NY 11021, United States -
Cooperative Financial, LLC
● ClosedCooperative Financial, LLC is a leading finance institution located at 69 Cumberland Avenue in Great Neck, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you're looking for investment opportunities, loans, or financial planning advice, Cooperative Financial, LLC is here to help you achieve your financial goals. Trust us to provide you with personalized and reliable financial solutions to meet your needs.
69 Cumberland Ave, Great Neck, NY 11020, United States -
Cuzco Capital LLC
● OpenCuzco Capital LLC is a finance institution located at 111 Great Neck Road in Great Neck, New York, United States. Specializing in financial services, Cuzco Capital LLC offers a range of investment opportunities and financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Cuzco Capital LLC is committed to providing personalized services and expert advice to assist clients in managing and growing their wealth. Whether you are looking to invest, save for the future, or plan for retirement, Cuzco Capital LLC is dedicated to helping you navigate the complexities of the financial world.
111 Great Neck Rd, Great Neck, NY 11021, United States
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