TOP 30 Retirement planning options in Brooklyn, New York
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Likhtenstein Financial Planning
● OpenLikhtenstein Financial Planning, located at 2412 Avenue V in New York, United States, is a finance institution founded by Marat Likhtenstein. Marat is a dedicated financial professional who is committed to helping individuals and businesses build their financial futures. With a practical approach to offering financial services and advice, Marat takes the time to understand each client's specific financial goals and investment objectives before recommending appropriate products and services. In addition to attending industry training and certification programs, Marat is an active member of various professional organizations and associations. He is also involved in his community, serving on the Board of Trustees of the Jewish Center of Nachalath Zion in Brooklyn, NY. Securities and investment advisory services at Likhtenstein Financial Planning are offered through Osaic Wealth, Inc., a separate entity.
2412 Ave V, Brooklyn, NY 11229, United States -
Brooklyn Financial Group
● OpenBrooklyn Financial Group is a reputable finance and insurance agency located at 48 Bakertown Road in Monroe, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including investment planning, retirement savings, and insurance coverage. Our goal is to help our clients achieve their financial goals and protect their assets for the future. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
48 Bakertown Rd Suite 506, Monroe, NY 10950, United States -
MassMutual Brooklyn
● OpenMassMutual Brooklyn is a finance and insurance agency located at 5914 11th Avenue in New York, United States. Our team of professionals is dedicated to helping individuals and businesses achieve financial security through a range of insurance and investment products. With a focus on personalized service and tailored solutions, we strive to provide our clients with peace of mind and financial stability for the future. Contact us today to learn more about how MassMutual Brooklyn can help you reach your financial goals.
5914 11th Ave, Brooklyn, NY 11219, United States -
Bartal Law Life & Legacy Planning
● OpenWelcome to Bartal Law Life & Legacy Planning Located at 61-43 186th Street, Queens, New York 11365, Bartal Law Life & Legacy Planning is your trusted partner in safeguarding your family's future and preserving your legacy. Led by Daphne Bartal, an experienced Wills & Trusts Attorney, our boutique, women-owned law firm specializes in personalized estate planning services, ensuring your assets and wishes are protected for generations to come.
61-43 186th Street, Queens, New York 11365, United States -
Morgan Legal Group | Trusts & Estate Planning Southampton NY
● OpenMorgan Legal Group | Trusts & Estate Planning Southampton NY Welcome to Morgan Legal Group, your trusted partner in comprehensive estate planning and trusts services located at 33 Flying Point Road, Southampton, New York. As a specialized law firm, we are dedicated to addressing each client’s unique needs with personalized attention and expert guidance.
33 Flying Point Road, Southampton, New York 11968, United States -
Bank of America Financial Center
● OpenThe Bank of America Financial Center located at 5521 8th Avenue in New York, United States is a prominent banking and financial institution offering a wide range of services to its customers. From personal banking to investment options, this center provides expert advice and guidance to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and customer service, the Bank of America Financial Center is a trusted partner for all your financial needs.
5521 8th Ave, Brooklyn, NY 11220, United States -
Bankers Conseco Life Insurance Company
● OpenBankers Conseco Life Insurance Company, located at 2913 Avenue W in New York, United States, is a finance, health, and insurance agency. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage. With the rising cost of healthcare and the need for long-term care, we emphasize the importance of planning ahead. We are currently recruiting for agent, manager, and investment professional positions to help individuals in the community achieve financial security in retirement. Our training programs are designed to set you up for success and provide a rewarding career path. Join us at Bankers Life and achieve more!
2913 Avenue W, Brooklyn, NY 11229, United States -
Manhattan Solutions USA
● OpenManhattan Solutions USA is a leading finance institution located at 68 Jay Street in New York, United States. With a team of expert financial advisors and analysts, we provide a wide range of financial services to individuals and businesses. Our services include investment management, financial planning, risk assessment, and more. We are committed to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Manhattan Solutions USA can help you with your financial needs.
68 Jay St, Brooklyn, NY 11201, United States -
First Class Financial Strategies
● OpenFirst Class Financial Strategies is a leading finance institution located at 1 MetroTech Center in the bustling city of New York, United States. With a team of experienced financial experts, we provide top-notch financial planning and strategies to help individuals and businesses achieve their financial goals. Our services include investment management, retirement planning, wealth management, and more. Trust First Class Financial Strategies to provide you with the guidance and expertise needed to secure a prosperous financial future.
1 MetroTech Center, Brooklyn, NY 11201, United States -
Alfredo Louk: Primerica - Financial Services
● OpenAlfredo Louk: Primerica - Financial Services is a reputable finance and insurance agency located at 936 Metropolitan Avenue in New York, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, and insurance solutions. Whether you are looking to secure your financial future or protect your assets, Alfredo Louk: Primerica is dedicated to helping you achieve your goals. Contact them today to learn more about their services and how they can assist you in reaching your financial objectives.
936 Metropolitan Ave, Brooklyn, NY 11211, United States -
Flatbush Insurance Services - Medicare, Health Insurance & Life Insurance
● OpenFlatbush Insurance Services is a trusted insurance agency located at 871 Flatbush Avenue in New York, United States. Specializing in Medicare, Health Insurance, and Life Insurance, our experienced team is dedicated to providing personalized coverage options tailored to meet the unique needs of each client. Whether you are looking for comprehensive health coverage, planning for retirement with Medicare options, or seeking to protect your loved ones with life insurance, Flatbush Insurance Services is here to help. Contact us today to learn more about our services and how we can assist you in securing the insurance coverage you need.
871 Flatbush Ave, Brooklyn, NY 11226, United States -
Island Federal Credit Union
● OpenIsland Federal Credit Union is a trusted financial institution located at 1750 86th Street in New York, United States. As a full-service credit union, we offer a wide range of banking and financial services to meet the needs of our members. Whether you're looking for a convenient ATM location, a reliable bank for your everyday transactions, or expert financial advice, Island Federal Credit Union has you covered. Our dedicated team is committed to providing top-notch customer service and helping you achieve your financial goals. Visit us today to experience the difference of banking with Island Federal Credit Union.
1750 86th St, Brooklyn, NY 11214, United States -
Minko Wealth
● OpenMinko Wealth is a reputable finance institution located at 1762 Cropsey Avenue in New York, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers a wide range of financial planning and investment solutions tailored to meet individual needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Minko Wealth is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and start building a secure financial future.
1762 Cropsey Ave, Brooklyn, NY 11214, United States -
Diversified financial services
● OpenDiversified Financial Services is a leading institution specializing in accounting and finance located at 9004 5th Avenue in New York, United States. With a team of experienced professionals, we offer a wide range of financial services to meet the needs of individuals and businesses alike. From tax preparation to investment management, our experts are dedicated to providing top-notch financial solutions tailored to each client's unique goals and objectives. Trust Diversified Financial Services to help you navigate the complexities of the financial world with confidence and ease.
9004 5th Ave, Brooklyn, NY 11209, United States -
New York Life Insurance
● OpenNew York Life Insurance is a reputable finance and insurance agency located at 1601 Kings Highway in New York, United States. With a long-standing history and commitment to providing individuals and families with reliable insurance coverage, New York Life Insurance offers a range of policies to meet the unique needs of its clients. Their team of experienced agents are dedicated to helping customers find the right coverage options to protect their loved ones and assets. Trust New York Life Insurance to provide you with peace of mind and financial security for the future.
1601 Kings Hwy 2nd Floor, Brooklyn, NY 11229, United States -
North Shore Capital Consulting
● OpenNorth Shore Capital Consulting is a premier finance institution located at 1526 Union Street in New York, United States. With a team of experienced financial experts, we provide top-notch consulting services to help our clients achieve their financial goals. Whether you are looking for investment advice, financial planning, or risk management strategies, our dedicated team is here to assist you every step of the way. Trust North Shore Capital Consulting to provide personalized solutions tailored to your unique financial needs.
1526 Union St, Brooklyn, NY 11213, United States -
KDT Advisors, LLC
● OpenKDT Advisors, LLC is a finance institution located at 175 Pearl Street in New York, United States. With a team of experienced financial advisors, KDT Advisors specializes in providing expert guidance and strategic solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, KDT Advisors is committed to delivering personalized and comprehensive financial services tailored to meet your individual needs. Contact us today to learn more about how we can help you secure your financial future.
175 Pearl St, Brooklyn, NY 11201, United States -
Glendon Marcelle - TD Wealth Financial Advisor
● OpenGlendon Marcelle - TD Wealth Financial Advisor is a trusted financial institution located at 1623 Flatbush Avenue in New York, United States. As a dedicated financial advisor, Glendon Marcelle provides expert guidance and personalized financial solutions to help individuals and businesses achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, Glendon Marcelle offers top-notch services to clients looking to secure their financial future. Trust Glendon Marcelle - TD Wealth Financial Advisor for all your financial needs.
1623 Flatbush Ave, Brooklyn, NY 11210, United States -
Charter Oak Insurance & Financial Services
● OpenCharter Oak Insurance & Financial Services is a trusted finance institution located at 8112 3rd Avenue in New York, United States. We specialize in providing comprehensive insurance and financial services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you are looking for insurance coverage or investment advice, Charter Oak Insurance & Financial Services is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help secure your financial future.
8112 3rd Ave, Brooklyn, NY 11209, United States -
Gold Rain Inc.
● OpenGold Rain Inc. is a finance institution located at 2912 Glenwood Road in New York, United States. Specializing in providing financial services, Gold Rain Inc. offers a range of products and services to help individuals and businesses manage their money effectively. With a team of experienced professionals, Gold Rain Inc. is dedicated to helping clients achieve their financial goals. Additionally, Gold Rain Inc. also operates as a store, offering a variety of financial products for purchase. Whether you need assistance with investments, loans, or savings accounts, Gold Rain Inc. is here to help you make the most of your money.
2912 Glenwood Rd, Brooklyn, NY 11210, United States -
Sandy Xu - State Farm Insurance Agent
● OpenSandy Xu - State Farm Insurance Agent is an insurance agency located at 5005 8th Avenue in New York, United States. Sandy Xu can help you customize a coverage plan to protect your family, belongings, and finances. They offer auto insurance options such as safe driving rewards, bundling discounts, and more. State Farm is the largest auto insurance provider in the U.S. and offers coverage for new drivers, business travelers, collectors, and more. In addition to auto insurance, Sandy Xu also provides coverage for recreational vehicles, homeowners, renters, and personal articles. They can help you create a personalized plan to protect your valuable items and assets. For businesses, State Farm offers various insurance options including business owners policies, commercial auto policies, and workers' compensation.
5005 8th Ave, Brooklyn, NY 11220, United States -
First Manhattan Financial
● OpenFirst Manhattan Financial is a renowned full-service financial organization located in New York, United States. Since 2003, we have been dedicated to providing simple solutions in a world of complexity for both corporate and individual clients. Our team of professionals takes the time to understand your goals, values, and existing strategies before creating a customized long-term plan that takes into account tax strategy, risk management, wealth preservation, and growth. At First Manhattan Financial, we believe in building relationships based on trust, professional advice, communication, and prompt service. Our personalized approach sets us apart, offering unique plan designs and objective solutions tailored to your specific needs. We have established relationships with respected CPA’s, Attorneys, Health Professionals, and Business Owners to ensure comprehensive financial planning.
2106 Avenue X Ste 201, Brooklyn, NY 11235, United States -
MetLife
● OpenMetLife is an insurance agency located at 745 64th Street in New York, United States. At MetLife, protecting your information is a top priority, especially in light of recent social engineering scams targeting customers of financial services companies. They offer a range of services to help you protect yourself and your family, including Health Savings Accounts (HSAs) and various dental network options. By offering disability insurance and paid leave, MetLife aims to show employee care and support. Register online to access and manage your MetLife benefits and learn more about how employers are helping protect their workers from longevity risk. Join the global community at MetLife and see how their dedicated team goes above and beyond to build a more confident future for all.
745 64th St #3l, Brooklyn, NY 11220, United States -
Sandra Sam: Primerica - Financial Services
● OpenSandra Sam: Primerica - Financial Services is an insurance agency located at 5502 Avenue N in New York, United States. Our institution specializes in providing financial services to individuals and families, helping them secure their financial future through various insurance products. With a team of experienced professionals, we offer personalized solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment advice, Sandra Sam: Primerica - Financial Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.
5502 Avenue N, Brooklyn, NY 11234, United States -
New York Life
● OpenNew York Life is a reputable insurance agency located at 1730 President Street in New York, United States. With a long history of providing reliable insurance products and services, New York Life is dedicated to helping individuals and families protect their financial futures. Whether you are looking for life insurance, retirement planning, or investment options, New York Life has a team of experienced professionals ready to assist you in achieving your financial goals. Trust New York Life to safeguard your loved ones and assets with comprehensive insurance solutions tailored to your specific needs.
1730 President St, Brooklyn, NY 11213, United States -
New York Life: Saul Fisher
● OpenNew York Life: Saul Fisher is a reputable insurance agency located at 390 Berry Street in New York, United States. With a focus on providing top-notch insurance services to individuals and families, Saul Fisher and his team are dedicated to helping clients secure their financial future. Whether you are looking for life insurance, retirement planning, or investment solutions, New York Life: Saul Fisher is committed to offering personalized and comprehensive insurance options tailored to meet your specific needs. Trustworthy, knowledgeable, and customer-focused, this agency is a reliable choice for safeguarding your assets and ensuring peace of mind for you and your loved ones.
390 Berry St #4, Brooklyn, NY 11249, United States -
New York Life Insurance
● OpenNew York Life Insurance is a reputable insurance agency located at 6405 7th Avenue in New York, United States. With a long-standing history of providing reliable insurance products and financial services, New York Life Insurance is dedicated to helping individuals and families protect their assets and plan for the future. Their team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance is committed to helping you achieve your financial goals.
6405 7th Ave 1st Floor, Brooklyn, NY 11220, United States -
Susan DeSimone - State Farm Insurance Agent
● OpenSusan DeSimone - State Farm Insurance Agent is an insurance agency located at 2077 Flatbush Avenue in New York, United States. The agency offers personalized coverage plans to protect what matters most to you, including family, belongings, and finances. Susan DeSimone can help you create a solution that fits your needs, with options such as safe driving rewards, bundling discounts, and more. Auto insurance quotes are only available through agents, so be sure to contact an agent during business hours to create your Personal Price Plan. State Farm is the largest auto insurance provider in the U.S., offering a variety of coverage options including collision, comprehensive, rental, and rideshare insurance. By combining auto and home policies, you may even qualify for additional savings.
2077 Flatbush Ave, Brooklyn, NY 11234, United States -
Tyson Furr, PhD
● OpenTyson Furr, PhD is a health institution located at 800 Poly Place in New York, United States. This institution is dedicated to providing care and benefits for Veterans and survivors related to toxic exposures. They focus on building equity and ending harassment for underserved populations, with a mission to better serve all. Services offered include applying for VA health care, managing health and benefits online, filing disability compensation claims, accessing education benefits, vocational rehabilitation services, and support for Veteran-owned small businesses. Additionally, they provide assistance with monthly payments for Veterans and survivors with limited income, VA-backed home loans, life insurance options, burial planning in VA national cemeteries, and obtaining Veteran ID cards and benefit letters. Eligibility for benefits during service, as a spouse, dependent, or survivor, as well as time-sensitive benefits when separating or retiring, are also discussed. Overall, Tyson Furr, PhD aims to provide comprehensive support and resources for Veterans and their families.
800 Poly Pl, Brooklyn, NY 11209, United States -
The Law Office of Michael Camporeale
● OpenThe Law Office of Michael Camporeale, located at 1688 Victory Boulevard in New York, is a trusted institution specializing in elder law, estate planning, Medicaid planning, asset protection, and more. With a focus on empowering seniors with knowledge, compassion, and peace of mind, the firm offers services such as wills, power of attorney, living trusts, and health care proxies. The experienced team at the Law Office of Michael Camporeale is dedicated to educating clients on estate and Medicaid planning, ensuring that assets are properly protected and preserved. With offices throughout New York City, including Staten Island, Brooklyn, and White Plains, the firm is committed to providing the finest legal representation available. Whether you need assistance with guardianships, probate, estate litigation, or special needs planning, the attorneys at Michael Camporeale are here to help. Contact them today for a free consultation at (718) 475-9639.
1688 Victory Blvd, Staten Island, NY 10314, United States
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