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TOP 30 Retirement and tax planning in Lynbrook, NY
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VantagePoint Benefit Administrators
VantagePoint Benefit Administrators is a finance and insurance agency located at 20 Blake Avenue, Lynbrook, New York, United States. As we start a new year, it is the perfect time to enhance your retirement savings with a 401k plan. This plan allows for payroll deductions to be made either before or after taxes, providing flexibility for your financial future. At VantagePoint, we are dedicated to helping employers refine their benefits packages to meet the evolving needs of their workforce. Our team of experts can assist with developing comprehensive and responsive benefits plans to improve retention and engagement. With over 21 states now requiring Sexual Harassment Prevention Training, we can ensure that your organization meets all necessary requirements. Trust VantagePoint to provide valuable benefits expertise and exceptional service in the midst of a challenging industry. Contact us today to learn more about our investment advisory services and how we can support your financial goals. Securities offered through Cambridge Investment Research, Inc., member FINRA/SIPC. We are committed to providing you with the information and resources you need to make informed decisions about your financial future.
Merrill Lynch Financial Advisor Jeffrey Schoenfeld
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.
Westco Financial Group
Westco Financial Group, located at 77 Hempstead Avenue, Lynbrook, New York, is a comprehensive accounting, finance, and insurance agency. Our goal is to help you understand the opportunities and potential rewards that come with taking a proactive approach to your personal financial situation. Through our website, we aim to provide a better understanding of financial concepts related to insurance, investing, retirement, estate planning, and wealth preservation. We believe in the value of working with skilled professionals to help you achieve your financial goals. Westco Investment Corp is a Registered Broker/Dealer and a member of FINRA and SIPC. Westco Advisory Services, Inc. is an SEC Registered Investment Advisor. Visit our website to access Form CRS, broker-dealer firm brochures, and professional background information. Watch informative videos and use our calculators to enhance your financial knowledge. Trust Westco Financial Group to guide you towards a secure financial future.
Merrill Lynch Wealth Management
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.
Moskowitz & Simons
Moskowitz & 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.
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