Retirement advice in Merrick, New York

R&G Brenner Income Tax is a finance institution located at 5417 Merrick Road in Massapequa, New York. Specializing in income tax services, R&G Brenner offers expert advice and assistance to individuals and businesses looking to navigate the complex world of taxes. With a team of experienced professionals, clients can trust in the expertise and reliability of R&G Brenner Income Tax to help them maximize their returns and minimize their tax liabilities. Whether you need help with filing your annual taxes, planning for the future, or resolving tax-related issues, R&G Brenner is dedicated to providing top-notch service and support.

John Lepore, CPA is a reputable accounting and finance institution located at 4220 Merrick Road in Massapequa, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to accuracy and integrity has earned them a strong reputation in the community. Whether you are an individual or a business in need of financial guidance, John Lepore, CPA is dedicated to helping you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 120-20 Merrick Boulevard in New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of your financial situation with expertise and efficiency. Trust H&R Block to provide you with top-notch financial solutions tailored to your specific needs.

Objective Wealth Management is a finance institution located at 50 Merrick Road in Rockville Centre, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We provide objective advice and guidance to help clients navigate the complexities of the financial world and make informed decisions. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Objective Wealth Management is here to help you every step of the way.

Wali Syed, CPA is a reputable accounting and finance institution located at 26 West Merrick Road in Valley Stream, New York. Specializing in tax and accounting services, Wali Syed, CPA offers expert financial guidance and support to individuals and businesses alike. With a focus on accuracy and efficiency, their team of professionals is dedicated to providing top-notch service to help clients navigate the complexities of tax laws and financial management. Trust Wali Syed, CPA to handle all your accounting needs with precision and care.

Merrill Lynch Wealth Management is a finance institution located at 266 Merrick Road, Lynbrook, New York. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We take the time to understand your priorities, retirement goals, education funding, business issues, cash management, and credit strategies. Our branch offers access to Merrill's investing resources and Bank of America's banking convenience to create a framework for addressing financial challenges. We are committed to transparency, trust, and openness, and our advisor teams strive to develop intimate relationships with clients to discuss a wide range of financial needs. Through volunteerism and charitable outreach, we support the communities where we live and work. Our culture is dedicated to providing training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice to help clients pursue their financial goals. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering the skills and knowledge needed to assist individuals in pursuing their unique financial goals. Please consult legal and tax advisors before making any financial decisions. We offer a broad range of brokerage, investment advisory, and other services. Remember that investing involves risk, and past performance does not guarantee future results.

Hamilton Capital is a finance institution located at 31 South Merrick Avenue in Merrick, New York. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Hamilton Capital is here to help you every step of the way. Contact us today to learn more about how we can assist you in achieving financial success.

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.

Harry Katz & Associates is a reputable finance institution located at 303 Merrick Road in Lynbrook, New York. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we have the knowledge and experience to guide you every step of the way. Trust Harry Katz & Associates to provide personalized financial solutions tailored to meet your unique needs.

Al Osbourne is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Al Osbourne 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®. Al Osbourne specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. As a Certified Military Financial Advisor®, Al Osbourne is also trained to serve veterans and active duty military personnel. With a strong focus on ethics and expertise in various financial areas, Al Osbourne is dedicated to helping clients achieve their financial goals and secure their financial future.

Randall C Perkins is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Specializing in finance, Randall Perkins holds various certifications such as 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 his expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Certified Military Financial Advisor®, Randall Perkins is also trained to serve veterans and active duty personnel. With a commitment to ethical practices and continuing education, Randall C Perkins is dedicated to providing comprehensive financial planning services for individuals and businesses.

Rothbard & Sinchuk is a renowned accounting and finance institution located at 2631 Merrick Road in Bellmore, New York, United States. With a team of highly skilled professionals, they offer a wide range of services including tax preparation, financial planning, and audit assistance. Clients can trust Rothbard & Sinchuk for expert advice and personalized solutions to help them achieve their financial goals.

Robert H Swerdloff CPA PLLC is a reputable accounting and finance institution located at 1835 Merrick Avenue in Merrick, New York. With a team of experienced and dedicated professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business owner, they are committed to helping you achieve your financial goals. Trust Robert H Swerdloff CPA PLLC for all your accounting and finance needs.

Welcome to Allen Federal Credit Union, your trusted financial partner located conveniently at 11154 Merrick Boulevard, Queens, New York. Serving the vibrant community of Queens, we are dedicated to providing exceptional financial services tailored to meet your needs. As a member-focused credit union, we offer a wide range of financial solutions, including savings and checking accounts, loans, and more, all designed with your financial well-being in mind. Our state-of-the-art ATM services ensure you have easy and secure access to your funds whenever you need them. Whether you're managing daily expenses or planning for the future, our team of experienced professionals is here to guide you every step of the way. At Allen Federal Credit Union, we pride ourselves on our commitment to personalized service and our deep roots in the local community.

Marino John J is a reputable accounting and finance institution located at 607 Merrick Road in Rockville Centre, New York, United States. With a team of experienced professionals, Marino John J provides top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or investment strategies, Marino John J is dedicated to helping you achieve your financial goals. Trustworthy and reliable, Marino John J is a go-to institution for all your accounting and finance needs.

Jovia Financial Credit Union is a trusted financial institution located at 5455 Merrick Road in Massapequa, New York. As a full-service credit union, Jovia offers a wide range of banking and financial services to meet the needs of its members. Whether you're looking for an ATM, a bank account, or assistance with your finances, Jovia is here to help. With a commitment to providing exceptional customer service and competitive rates, Jovia Financial Credit Union is dedicated to helping you achieve your financial goals.

John Romero - State Farm Insurance Agent is located at 10 Merrick Avenue, Merrick, New York, United States. This insurance agency offers a range of services to help protect you and your assets. Whether you need assistance with rural road driving safety, tips on maintaining your dryer, or advice on moving options, they are here to help. They also offer life insurance and annuities through State Farm Life Insurance Company, as well as deposit products through U.S. Bank National Association. Additionally, they provide pet insurance products through American Pet Insurance Company and ZPIC Insurance Company. Please note that State Farm (including State Farm Mutual Automobile Insurance Company and its subsidiaries) is not responsible for the content of third party sites referenced in this material. For personalized advice on your insurance and financial needs, contact John Romero - State Farm Insurance Agent today.

Welcome to Empire State Adjustments Bureau Inc., your trusted insurance agency located in the heart of Queens, New York. Situated at 216-17 Merrick Boulevard, our dedicated team of experienced professionals is committed to providing exceptional service and tailored insurance solutions to meet your unique needs. At Empire State Adjustments Bureau Inc., we understand that navigating the world of insurance can be complex and overwhelming. That's why we offer personalized guidance and expert advice to help you make informed decisions about your coverage. Whether you're seeking personal insurance for your home, auto, or health, or looking for comprehensive commercial insurance options, we have the expertise to ensure you are well-protected.

Pinnacle Taxx Advisors Inc is a reputable finance institution located at 3394 Merrick Road in Seaford, New York, United States. With a team of experienced financial experts, Pinnacle Taxx Advisors Inc provides comprehensive tax advisory services to individuals and businesses. Whether you need assistance with tax planning, preparation, or resolution, their knowledgeable staff is dedicated to helping you navigate the complexities of the tax system and achieve your financial goals. Trust Pinnacle Taxx Advisors Inc to provide you with expert guidance and personalized solutions for all your tax needs.

Allstate Life Insurance Specialist: Edward Walsh is an insurance agency located at 1393 Jerusalem Avenue in Merrick, New York, United States. Edward Walsh specializes in providing life insurance policies tailored to meet the individual needs of his clients. With years of experience in the insurance industry, Edward Walsh is dedicated to helping his clients protect their loved ones and secure their financial future. Whether you are looking for term life insurance, whole life insurance, or universal life insurance, Edward Walsh can help you find the right policy to fit your needs. Contact Allstate Life Insurance Specialist: Edward Walsh today to discuss your life insurance options.

Merrill Lynch Financial Advisor Michael Bausk is a finance institution located at 266 Merrick Road in Lynbrook, New York, United States. As a trusted financial advisor, Michael Bausk provides personalized financial planning and investment services to help clients achieve their financial goals. With expertise in wealth management, retirement planning, and investment strategies, clients can count on Merrill Lynch Financial Advisor Michael Bausk for expert guidance and support in navigating the complexities of the financial world.

Merrill Lynch Financial Advisor Jonathan Polakoff is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The team focuses on your family, goals, and priorities, adapting to changes over time. By offering access to global investing capabilities and banking solutions, they can help identify and prioritize your personal financial goals, whether it's funding education, planning for retirement, or preserving wealth. The team believes in a personalized financial strategy that reflects your unique goals and investment personality. They offer the Merrill Personal Wealth Analysis™ to develop a plan centered on your goals. With regular check-ins and adjustments, they aim to help you stay on track to achieve what matters most to you. The team is committed to helping you reach your goals through a dedicated, one-on-one relationship based on personalized investment strategies and comprehensive financial solutions.

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.

Merrill Lynch Financial Advisor John C Varricchio is a trusted finance institution located at 266 Merrick Road in Lynbrook, New York, United States. With years of experience in the industry, John C Varricchio offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Merrill Lynch Financial Advisor John C Varricchio is committed to providing top-notch service and guidance every step of the way. Contact us today to schedule a consultation and take control of your financial future.

John Hancock Financial Network is a leading financial institution located at 100 Merrick Road in Rockville Centre, New York. As a part of the renowned John Hancock brand, the network offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a strong focus on personalized advice and tailored solutions, John Hancock Financial Network is committed to providing top-notch financial planning, investment management, and insurance services to its clients. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, the experienced professionals at John Hancock Financial Network are here to help you every step of the way.

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.

Li Financial Group Limited is a leading finance institution located at 4940 Merrick Road in Massapequa Park, New York. With a strong presence in the financial industry, we offer a wide range of services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Li Financial Group Limited is here to help. Visit us today to learn more about how we can assist you in building a secure 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.

Merrill Lynch Financial Advisor Jody P Sacks is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. The AlexanderSacks Group is committed to helping clients pursue their goals by developing personalized financial approaches tailored to their specific needs. They prioritize client needs and oversee their progress over time, focusing on Goals Based Wealth Management and understanding the human side of finance. The institution offers access to Bank of America's products and services, as well as Merrill analytics, to individual and business clients. The team at The AlexanderSacks Group believes in earning the trust of clients by creating a transparent and responsive atmosphere. They work as a team, respecting each individual, and demonstrating integrity at all times. The institution believes in helping clients achieve their goals by providing personalized investment strategies and comprehensive financial solutions. With a focus on understanding clients' aspirations and priorities, The AlexanderSacks Group aims to create a financial approach that reflects their unique needs and financial situation. They offer ongoing support to help clients stay on track, regardless of market fluctuations. The team provides the latest investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making any financial decisions. The institution offers a broad range of brokerage, investment advisory, and financial planning services.

Joseph Ossandon - TD Wealth Financial Advisor is a trusted financial institution located at 290 Merrick Road in Rockville Centre, New York, United States. Specializing in providing expert financial advice and services, Joseph Ossandon is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized solutions and top-notch customer service, Joseph Ossandon - TD Wealth Financial Advisor is committed to helping individuals and businesses navigate the complex world of finance with confidence. Contact them today to learn how they can help you reach your financial objectives.