Professional investment management in Lynbrook, NY
11 results found
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Tip Top Realty Management
● OpenWelcome to Tip Top Realty Management, your trusted partner in navigating the vibrant real estate landscape of Queens, New York, and beyond. Conveniently located at 61-06 Myrtle Avenue, our dedicated team is committed to helping you find the perfect property, whether you’re buying, selling, or investing. At Tip Top Realty Management, we specialize in a diverse range of properties, from charming family homes to lucrative investment opportunities. Explore our amazing six-family house nestled in the heart of Bushwick or discover the lovely brick, legal three-family homes with manicured yards and spacious apartments—ideal for families looking for comfort and convenience. For those seeking a beautifully updated home, our five-bedroom, three-bath expanded ranch in Waverly Park is a must-see, offering modern amenities and located within the desirable Lynbrook School District #20.
61-06 Myrtle Avenue, Queens, New York 11385, United States -
Peter Kelly - State Farm Insurance Agent
● ClosedPeter 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.
349 Merrick Rd, Lynbrook, NY 11563, United States -
Pace Financial Services
● OpenPace Financial Services is a reputable finance institution located at 106 Spencer Avenue in Lynbrook, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help you achieve your financial goals. Visit us today and let us help you secure your financial future.
106 Spencer Ave, Lynbrook, NY 11563, United States -
Carroll Financial Group
● OpenCarroll Financial Group is a reputable finance institution located at 40 Rowe Avenue in Lynbrook, New York. With a strong commitment to providing top-notch financial services to individuals and businesses, Carroll Financial Group offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Carroll Financial Group today and experience the difference in personalized financial services.
40 Rowe Ave, Lynbrook, NY 11563, United States -
ODIFINANCIAL
● ClosedODIFINANCIAL is a leading finance institution located at 700 Merrick Road in Lynbrook, New York. We specialize in providing a wide range of financial services to our clients, including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, ODIFINANCIAL is your trusted partner in navigating the complexities of the financial world. Visit us today to see how we can help you secure your financial future.
700 Merrick Rd, Lynbrook, NY 11563, United States -
Wolfsohn Financial Services
● ClosedWolfsohn Financial Services is a reputable accounting and finance institution located at 153 Broadway in Lynbrook, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, investment management, or bookkeeping, our experts are here to help. Trust Wolfsohn Financial Services to help you navigate the complexities of the financial world and achieve your goals.
153 Broadway, Lynbrook, NY 11563, United States -
Merrill Lynch Financial Advisor Simon Alexander
● ClosedMerrill Lynch Financial Advisor Simon Alexander, located at 266 Merrick Road, Lynbrook, New York, United States, offers personalized financial approaches to help clients pursue their most important goals. Whether planning for retirement, managing future expenses, or transferring wealth to future generations, the AlexanderSacks Group is committed to understanding clients' priorities and aspirations. By utilizing Merrill analytics and Bank of America's products and services, the group creates customized plans tailored to individual needs. The team focuses on Goals Based Wealth Management, emphasizing collaboration, transparency, and integrity in client relationships. Through the Investment Personality Assessment, clients can refine their investing preferences to align with their goals. With a dedicated team of experienced professionals, Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to help clients achieve their goals.
266 Merrick Rd, Lynbrook, NY 11563, United States -
Merrill Lynch Financial Advisor RAVIT KAYE
● ClosedMerrill Lynch Financial Advisor Ravit Kaye, located at 266 Merrick Road, Lynbrook, New York, United States, offers a full range of wealth management services to highly accomplished individuals and their families. Ravit and her team of investment industry professionals combine their knowledge and capabilities with the global resources of Merrill to provide exemplary client service. With recognition from Forbes as a Top Women Wealth Advisor, Ravit is dedicated to helping clients achieve their financial goals through personalized advice and guidance. As a Chartered Retirement Planning Counselor™ and Merrill qualified Portfolio Manager, she can help clients pursue their objectives by managing their investments on a discretionary basis. With a background in finance and economics, Ravit is committed to building strong client relationships based on trust and personalized service. Whether it's transferring wealth to the next generation or customizing your financial approach, Ravit focuses on what matters most to you and your family. By understanding your goals and priorities, she can create a financial approach that reflects your personality and helps you address fluctuations in the market and changes in your life. Let Merrill Lynch Wealth Management Advisors help you navigate the financial complexities of life and build a customized investment approach to pursue your goals.
266 Merrick Rd, Lynbrook, NY 11563, United States -
Merrill Lynch Financial Advisor David Rubin
● ClosedMerrill Lynch Financial Advisor David Rubin is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. David Rubin is a dedicated Financial Advisor at Merrill Lynch Wealth Management, focusing on providing personalized portfolio management to affluent families, accomplished professionals, and successful business owners. He believes in building long-term relationships with his clients and educating them on their financial situation to help them achieve their financial goals. In his leisure time, David enjoys travelling, cycling, cooking, and being an active member of his community. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. By understanding your investment personality and goals, David can help you create a financial approach that reflects your unique needs. With access to the investment insights of Merrill and banking solutions from Bank of America, he can assist you in managing, growing, and preserving your wealth. David is registered to do business in multiple states and offers investment insights, tips, and strategies to help you achieve your financial goals.
266 Merrick Rd, Lynbrook, NY 11563, United States -
Integrity Capital Group
● OpenIntegrity Capital Group is a reputable finance institution located at 29 Broadway in Lynbrook, New York, United States. With a focus on integrity and trustworthiness, they provide a range of financial services to individuals and businesses. Whether you are looking for investment advice, wealth management, or assistance with loans, Integrity Capital Group is dedicated to helping clients achieve their financial goals. Their experienced team of professionals is committed to providing personalized solutions and exceptional customer service. Visit Integrity Capital Group today to see how they can help you secure a stable financial future.
29 Broadway, Lynbrook, NY 11563, United States -
Moskowitz & Simons
● ClosedMoskowitz & Simons is an accounting and finance institution located at 88 C Atlantic Avenue in Lynbrook, New York, United States. We aim to help you understand the opportunities and potential rewards of taking a proactive approach to your personal financial situation. Our website offers valuable information on insurance, investing, retirement, estate planning, and wealth preservation. We provide access to calculators, videos, and instructions for downloading VENMO and PAYPAL 1099-K. Security-related transactions are managed by Halliday Financial, LLC. Please note that past performance may not indicate future results, and different types of investments involve varying degrees of risk. We recommend working with skilled professionals to pursue your financial goals. Income tax and accounting services are provided independently by KPStein CFP® Inc, DBA Moskowitz and Simons. Be sure to check the background of our investment professionals for your peace of mind.
88 C Atlantic Ave, Lynbrook, NY 11563, United States
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