Retirement solutions in Merrick, New York
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Belva Barned - Associate Financial Advisor, Ameriprise Financial Services, LLC
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.
Ideal Wealth Management
Ideal Wealth Management is a premier finance institution located at 2116 Merrick Avenue in Merrick, New York, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your assets, plan for retirement, or protect your investments, Ideal Wealth Management is here to provide expert guidance and support. Trust us to help you secure your financial future.
Investors Capital Corporation
Investors Capital Corporation is a finance institution located at 1 Broadcast Plaza in Merrick, New York, United States. They offer a wide range of financial services to help individuals and businesses manage and grow their wealth. With a team of experienced professionals, Investors Capital Corporation provides personalized investment strategies and advice to help clients achieve their financial goals. Whether you are looking to invest in stocks, bonds, mutual funds, or other financial products, Investors Capital Corporation can help you make informed decisions and navigate the complexities of the financial market. Trustworthy and reliable, Investors Capital Corporation is committed to helping clients secure their financial future.
Thomas Augustus Matera - Financial Advisor, Ameriprise Financial Services, LLC
Thomas Augustus Matera - Financial Advisor at Ameriprise Financial Services, LLC, located at 4510 Merrick Road, Massapequa, New York, United States, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Thomas can help navigate the ups and downs of the market and plan for a secure retirement. The institution provides background and qualification information on FINRA's BrokerCheck website, as well as a Client Relationship Summary Disclosure. Through the Retirement InteractiveSM tool, clients can explore potential challenges to their retirement income and make informed decisions. Thomas Matera is registered to conduct securities business in select states and is a member of FINRA and SIPC. Ameriprise Financial cannot guarantee future financial results, but is committed to helping clients plan for a secure financial future. Clients are encouraged to refer friends and family members to Thomas Matera for personalized financial guidance.
Randall C Perkins - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
Ohanna Capital
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.
Klerer Financial Services, Inc.
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.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 5510 Merrick Road in Massapequa, New York, United States. With a focus on providing comprehensive financial services to individuals and businesses, Raymond James offers a wide range of investment options, retirement planning, wealth management, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, Raymond James Financial Services is committed to providing personalized solutions tailored to your unique needs.
Ameriprise Financial: Wenzel Jeffrey E
Ameriprise Financial: Wenzel Jeffrey E is a finance institution located at 5550 Merrick Road in Massapequa, New York, United States. Each Ameriprise advisor at this institution has specific “Top areas of focus” to cater to your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that aligns best with your needs. To get started, simply fill out the “Request consultation” form to connect with your desired advisor, who will reach out to you to schedule a complimentary initial consultation. Whether you are planning for retirement, investing for the future, or managing your wealth, Ameriprise Financial: Wenzel Jeffrey E can help you achieve your financial goals.
H&R Block
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.
H&R Block
H&R Block is a reputable accounting and finance institution located at 234 West Merrick Road in Valley Stream, New York, United States. With a team of experienced professionals, H&R Block provides a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal finances or a business in need of accounting support, H&R Block is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can help you manage your finances effectively.
Lipke Alan D CPA
Lipke Alan D CPA is a professional accounting firm located at 108 Merrick Road in Lynbrook, New York. Specializing in accounting, finance, health, insurance, and travel services, our experienced team is dedicated to providing exceptional financial solutions for individuals and businesses. Whether you need help with tax preparation, financial planning, insurance coverage, or travel arrangements, Lipke Alan D CPA is here to help. Contact us today to schedule a consultation and see how we can assist you with all your financial needs.
LaLuna, Cohen & Lampert
LaLuna, Cohen & Lampert is a reputable accounting and finance institution located at 2009 Decker Avenue in Merrick, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, LaLuna, Cohen & Lampert is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Visit their office today to learn more about how they can help you with your financial needs.
Fairfield Manor At Rockville Centre
Fairfield Manor at Rockville Centre is a premier senior living community located at 465 Merrick Road in Rockville Centre, New York. Our beautifully landscaped grounds, spacious accommodations, and top-notch amenities create a warm and welcoming environment for our residents. We offer a range of services and activities to promote an active and fulfilling lifestyle, including delicious meals prepared by our talented chefs, daily exercise classes, social events, and more. Our dedicated staff is committed to providing personalized care and support to ensure the well-being and comfort of all residents. Experience the luxury and tranquility of Fairfield Manor at Rockville Centre.
H&R Block
H&R Block is a well-known accounting and finance institution located at 229-21 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 business consulting. Whether you are an individual looking for assistance with your personal finances or a business in need of accounting support, H&R Block is dedicated to providing high-quality services tailored to meet your specific needs. Trust H&R Block to help you navigate the complexities of financial management and achieve your goals.
Marino, Goetz & Associates
Marino, Goetz & Associates is a finance institution located at 607 Merrick Road in Rockville Centre, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with investments, retirement planning, or estate planning, Marino, Goetz & Associates can provide personalized solutions to meet your financial goals. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in managing your financial future.
Steven M. Kaplan, CPA, PC
Steven M. Kaplan, CPA, PC is a reputable accounting and finance institution located at 25 Merrick Avenue in Merrick, New York. With years of experience and a team of skilled professionals, we provide a wide range of services including tax preparation, financial planning, and bookkeeping. Our personalized approach ensures that each client receives the attention and expertise they deserve. Trust Steven M. Kaplan, CPA, PC for all your accounting and finance needs.
Lighthouse Strategies LLC
Lighthouse Strategies LLC is a finance institution located at 1485 Sycamore Avenue in Merrick, New York, United States. Specializing in providing strategic financial solutions, Lighthouse Strategies LLC offers a range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can trust Lighthouse Strategies LLC to provide expert advice and personalized financial planning. Whether you are looking to invest, save for the future, or manage your finances more effectively, Lighthouse Strategies LLC is dedicated to helping you navigate the complexities of the financial world with confidence and clarity.
Kevin F Lyons CPA PLLC
Kevin F Lyons CPA PLLC is a reputable accounting and finance institution located at 1835 Merrick Avenue in Merrick, New York, United States. With a team of highly skilled professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can expect personalized and reliable advice to help them navigate the complexities of their financial needs. Kevin F Lyons CPA PLLC is committed to providing top-notch service and helping individuals and businesses achieve their financial goals.
Berman, Sosman & Rosenzweig, CPAs PLLC
Berman, Sosman & Rosenzweig, CPAs PLLC is a reputable accounting and finance institution located at 2492 Merrick Road in Bellmore, New York, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Their dedication to excellence and commitment to client satisfaction sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance.
Flum Stuart J CPA
Flum Stuart J CPA is a reputable accounting and finance institution located at 2209 Merrick Road in Merrick, New York, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with bookkeeping or investment strategies, Flum Stuart J CPA is here to assist you every step of the way. Contact them today to schedule a consultation and take control of your financial future.
Katz Alan CPA
Katz Alan CPA is a reputable accounting and finance institution located at 1955 Merrick Road in Merrick, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Katz Alan CPA is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Trustworthy and reliable, they strive to help clients achieve their financial goals and secure their financial future.
Silver Mark K CPA
Silver Mark K CPA is a reputable accounting and finance institution located at 3182 Monterey Drive in Merrick, New York, United States. With a team of experienced and knowledgeable CPAs, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or guidance on financial matters, Silver Mark K CPA is dedicated to helping you achieve your goals.
92 Broadway Travel
92 Broadway Travel is a multi-faceted institution located at 62 West Merrick Road in Freeport, New York. As a finance, insurance, and travel agency, we offer a wide range of services to meet all of your financial and travel needs. Our experienced team is dedicated to providing top-notch customer service and helping you navigate the complexities of financial planning, insurance coverage, and travel arrangements. Whether you are looking to book a dream vacation, secure the right insurance policy, or make smart financial decisions, 92 Broadway Travel is here to help. Visit us today to see how we can assist you in reaching your goals and making your travel dreams a reality.
Allen Federal Credit Union
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.
Santander
Welcome to Santander, your trusted financial partner located at 126-14 Merrick Boulevard in the heart of Queens, New York. As a leading bank, we are committed to providing exceptional financial services tailored to meet the diverse needs of our community. Whether you're looking to open a checking or savings account, apply for a mortgage, or explore investment opportunities, our dedicated team of financial experts is here to guide you every step of the way. At Santander, we prioritize customer satisfaction and financial empowerment, offering personalized solutions and cutting-edge banking technology for a seamless experience. Visit us today and discover how we can help you achieve your financial goals with confidence and convenience.
Empire State Adjustments Bureau Inc.
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.
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