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TOP 30 Security consultation services in Jericho, NY
85 results found
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Sagemark Consulting
Sagemark Consulting, located at 6900 West Jericho Turnpike in Syosset, New York, is a division of Lincoln Financial Advisors. Our team of financial professionals is dedicated to building long-lasting relationships with clients, offering a wide range of products and specialized support. We provide personalized solutions and fee-based financial planning services to help individuals and business owners create estate, business succession, retirement, and financial plans. As an independent broker-dealer, we adhere to high standards of conduct and transparency. You can find important information about our services, fees, conflicts of interest, and disciplinary history in our Form CRS - Customer Relationship Summary. We encourage you to use FINRA's free tool to research financial professionals and firms.
The Excelsior Consulting Team - UBS Financial Services Inc.
The Excelsior Consulting Team at UBS Financial Services Inc. is a leading financial institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in finance, the team offers expert advice and services to help clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, The Excelsior Consulting Team is dedicated to providing top-notch financial solutions to individuals and businesses alike. Contact us today to learn more about how we can help you secure your financial future.
SBS Wealth Consulting - UBS Financial Services Inc.
SBS Wealth Consulting - UBS Financial Services Inc. is a leading financial institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in wealth management and financial consulting, our team of experts provides personalized solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, we offer a range of services including investment management, retirement planning, and estate planning. Trust SBS Wealth Consulting - UBS Financial Services Inc. to provide you with the guidance and expertise needed to secure your financial future.
Bristol Financial Services, Inc.
Bristol Financial Services, Inc. is a full-service independent broker dealer located at 500 North Broadway in Jericho, New York, United States. Specializing in financial and retirement planning, Bristol offers a range of services including IRAs, 401K plans, mutual funds, annuities, life insurance, and college planning. Led by Certified Financial Planner Michael Hartzman, the team at Bristol is dedicated to helping clients meet their long-term financial goals. With a focus on tax-planning, asset allocation, risk management, retirement and estate planning, and long-term insurance planning, Bristol provides personalized and comprehensive financial solutions. The team includes experienced professionals such as Chief Operating Officer Randi Mason, Financial Advisor Amanda Khait, and Sales Assistant Diane Maurici-Dorta. Through their unique financial planning model, Bristol aims to exceed client expectations and build lasting relationships based on trust and loyalty. The institution also hosts an annual client appreciation brunch at the Cold Spring Country Club in Huntington, NY. With a commitment to confidentiality and security, Bristol Financial Services ensures that all client information is protected and handled with the utmost care.
Lebenthal Financial Services, Inc
Lebenthal Financial Services, Inc is a finance institution located in Jericho, New York, United States. With a strong reputation for providing top-notch financial services, Lebenthal offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Lebenthal has a team of experienced professionals ready to assist you. Trust Lebenthal Financial Services, Inc to provide you with the expertise and guidance needed to secure your financial future.
Shelter Rock Wealth Consulting Group - UBS Financial Services Inc.
Shelter Rock Wealth Consulting Group - UBS Financial Services Inc. is a prestigious financial institution located at One Jericho Plaza in Jericho, New York, United States. With a team of experienced financial advisors and wealth management experts, Shelter Rock offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Shelter Rock Wealth Consulting Group can provide personalized solutions to meet your needs. Trust in their expertise and dedication to help you secure your financial future.
Parness Financial Services
Parness Financial Services is a reputable finance institution located at 380 North Broadway in Jericho, New York. They offer a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. With a team of experienced professionals, Parness Financial Services is 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 simply manage your finances more effectively, Parness Financial Services is committed to providing personalized and comprehensive financial solutions.
UBS Financial Services Inc.
UBS Financial Services Inc. is a leading finance institution located at One Jericho Plaza in Jericho, New York, United States. With a strong reputation for providing top-quality financial services, UBS offers a wide range of investment and wealth management solutions to clients. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, UBS has the expertise and resources to help you achieve your goals. Visit UBS Financial Services Inc. today to learn more about how they can help you navigate the world of finance.
Vasilios Ageletopoulos - Financial Advisor, Ameriprise Financial Services, LLC
Vasilios Ageletopoulos - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 500 North Broadway, Jericho, New York, United States. Vasilios Ageletopoulos 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 showcase his expertise in various aspects of financial planning and management, ensuring that clients receive comprehensive and specialized advice tailored to their individual needs. Whether you are a retiree, small business owner, or someone planning for the future, Vasilios Ageletopoulos has the knowledge and skills to help you achieve your financial goals.
Sandeep Israni - Financial Advisor, Ameriprise Financial Services, LLC
Sandeep Israni is a Financial Advisor at Ameriprise Financial Services, LLC located at 6900 Jericho Turnpike, Syosset, New York, United States. Sandeep Israni 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, CLU®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. Sandeep Israni specializes in providing financial advice to individuals and businesses, with expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to excellence and a strong code of ethics, Sandeep Israni is dedicated to helping clients achieve their financial goals and secure their financial future.
John Ingrilli - Associate Financial Advisor, Ameriprise Financial Services, LLC
John Ingrilli, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 500 North Broadway in Jericho, New York, is dedicated to helping clients achieve their financial goals. With a focus on personalized financial advice, John takes the time to understand what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored advice, clients can feel more confident and in control of their financial future. Background and qualification information for John Ingrilli can be found on FINRA's BrokerCheck website. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation, although no written analysis or recommendations will be provided at that time. Ameriprise Financial Services, LLC cannot guarantee future financial results, but strives to help clients navigate the complexities of the financial world.
Peter Abrami - Associate Financial Advisor, Ameriprise Financial Services, LLC
Peter Abrami is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 333 Jericho Turnpike in Jericho, New York, United States. Peter holds several 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®. Peter is dedicated to providing comprehensive financial planning services to individuals and small business owners, with expertise in asset management, retirement planning, estate planning, risk management, and investment strategies. With a focus on ethics and client needs, Peter Abrami is committed to helping clients achieve their financial goals and secure their financial future.
Xavier Allen - Associate Financial Advisor, Ameriprise Financial Services, LLC
Xavier Allen is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 6900 Jericho Turnpike in Syosset, New York, United States. Xavier holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Xavier's expertise in asset management, retirement planning, estate planning, investment strategies, and risk management. Additionally, Xavier is trained in behavioral finance, philanthropy, annuities, and special needs planning. With a commitment to ethical practices and continued education, Xavier Allen provides comprehensive financial advice and services to clients, helping them achieve their financial goals and secure their financial future.
Eileen Kohler - Financial Advisor, Ameriprise Financial Services, LLC
Eileen Kohler, a Financial Advisor at Ameriprise Financial Services, LLC, located at 333 Jericho Turnpike in Jericho, New York, is dedicated to helping clients achieve their financial goals. With a focus on retirement planning, education savings, and investment strategies, Eileen provides personalized recommendations based on individual goals and risk tolerance. Regular meetings are scheduled to review progress and adjust strategies as needed. Clients have secure access to their accounts and can track their progress towards their financial goals from any device. Eileen also offers insurance solutions to protect against the unexpected. To learn more about how Eileen can help you reach your financial goals, schedule a complimentary initial consultation. Please note that all investment products are subject to risks, and Ameriprise Financial Services, LLC is a registered investment adviser and a member of FINRA and SIPC. Eileen is registered to conduct securities business in certain states, so please refer to FINRA's BrokerCheck website for more information. Contact Eileen today to discuss your financial needs and start planning for a more secure future.
Amy Castar, AAMS - UBS Financial Services Inc.
Amy Castar, AAMS - UBS Financial Services Inc. is a reputable financial institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in providing comprehensive financial services, Amy Castar and her team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, clients can trust in the expertise and professionalism of Amy Castar, AAMS - UBS Financial Services Inc. to guide them towards financial success.
STEPNIEWSKI & ASSOCIATES - Ameriprise Financial Services, LLC
STEPNIEWSKI & ASSOCIATES - Ameriprise Financial Services, LLC is a finance institution located at 500 North Broadway, Jericho, New York, United States. They offer personalized financial advice and exceptional client service to help individuals achieve their financial goals. Their services include investment recommendations, asset allocation, and portfolio management based on individual goals and risk tolerance. They provide solutions for insurance coverage to protect against unexpected events and offer digital tools for easy access to investments. Ameriprise financial advisors are registered to do business in certain U.S. states and adhere to strict regulations for client security and privacy. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. The institution also offers resources for individuals to refer friends or family members for financial guidance. STEPNIEWSKI & ASSOCIATES - Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest standards of professionalism and integrity in financial services.
Magaly A Padilla: Primerica - Financial Services
Magaly A Padilla: Primerica - Financial Services is a reputable finance and insurance agency located at 251-73 Jericho Turnpike in New York, United States. With a focus on providing top-notch financial services, they offer a range of products and solutions to help individuals and families secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Magaly A Padilla and her team are dedicated to helping clients achieve their financial goals. Trustworthy and experienced, they are committed to providing personalized service and expert guidance to ensure their clients' financial well-being.
Louis Margro, Financial Services Professional - Summit Wealth Solutions & Insurance Services
Louis Margro, Financial Services Professional at Summit Wealth Solutions & Insurance Services, located at 100 Jericho Quadrangle in Jericho, New York, offers a full range of financial services to help clients align their money with what matters most in life. Specializing in life insurance, Louis Margro aims to help clients leave a legacy of love and financial security for their loved ones. As a licensed agent with New York Life Insurance Company and various other independent insurance companies, Louis Margro is dedicated to serving professional advisors and assisting clients in achieving their financial goals. Additionally, as a Registered Representative of NYLIFE Securities LLC and an investment adviser representative with Eagle Strategies LLC, Louis Margro provides securities products, services, and advisory services to individuals in California, New Jersey, New York, Ohio, and Florida. With a focus on helping clients live the good life and make a positive impact, Louis Margro is committed to providing personalized financial solutions to meet the unique needs of each client.
John Campbell - UBS Financial Services Inc.
John Campbell - UBS Financial Services Inc. is a reputable finance institution located at One Jericho Plaza in Jericho, New York, United States. With a strong focus on providing top-notch financial services, the institution is committed to helping clients achieve their financial goals and secure their financial future. The team at John Campbell - UBS Financial Services Inc. is highly experienced and knowledgeable in various aspects of finance, ensuring that clients receive personalized and expert advice to meet their unique financial needs. Whether you are looking for investment advice, wealth management services, or retirement planning, John Campbell - UBS Financial Services Inc. is dedicated to providing you with the best solutions to help you reach your financial objectives.
Alan Katz, CRPC - UBS Financial Services Inc.
Alan Katz, CRPC - UBS Financial Services Inc. is a prestigious finance institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in wealth management and financial planning, Alan Katz and his team provide expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, UBS Financial Services Inc. offers a comprehensive range of services to meet the unique needs of each individual or organization. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, Alan Katz and his team are dedicated to helping you make informed financial decisions and secure a prosperous future.
De Vita & Associates - Ameriprise Financial Services, LLC
De Vita & Associates - Ameriprise Financial Services, LLC is a finance institution located at 333 Jericho Turnpike, Jericho, New York, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides solutions for unexpected events such as health, life, disability, and long-term care insurance. Ameriprise financial advisors are registered in certain U.S. states and can help clients prepare for the future. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. Users agree to abide by the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. They value referrals and strive to help friends and family achieve their financial goals. Clients can expect to hear from the institution soon after a referral.
RBC Wealth Management Branch - Jericho-NY
RBC Wealth Management Branch in Jericho, New York, is a leading finance institution located at 1 Jericho Plaza. Our dedicated team of professionals is committed to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, our experienced advisors are here to assist you every step of the way. Visit us at our Jericho branch to learn more about how we can help you secure your financial future.
Newbridge Securities Corporation
Newbridge Securities Corporation is a finance institution located at 7600 Jericho Turnpike in Woodbury, New York, United States. With a focus on providing comprehensive financial services, Newbridge Securities Corporation offers a wide range of investment options and financial solutions to meet the needs of individual and institutional clients. Their experienced team of financial professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest for retirement, save for a major purchase, or grow your wealth, Newbridge Securities Corporation is committed to providing personalized and strategic financial guidance.
Jenny Alexandra Escobar: Primerica - Financial Services
Jenny Alexandra Escobar: Primerica - Financial Services is a finance and insurance agency located at 6800 Jericho Turnpike in Syosset, New York, United States. Our institution specializes in providing a wide range of financial services including investments, retirement planning, and insurance options. With a team of experienced professionals, we are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you in building a solid financial foundation.
CERTIFIED FINANCIAL PLANNER™ - Retirement Planning - Nicholas T. Pititto, CFP® - Prudential Financial
The CERTIFIED FINANCIAL PLANNER™ at Prudential Financial, Nicholas T. Pititto, CFP®, located at 1772 East Jericho Turnpike in Huntington, New York, offers expert retirement planning services. As a trusted professional in the finance industry, Nicholas T. Pititto, CFP® is dedicated to helping clients achieve their financial goals for retirement. Whether you are looking to invest, save, or plan for your future, this local government office provides personalized guidance and strategies to secure your financial well-being. Trust in Nicholas T. Pititto, CFP® at Prudential Financial for all your retirement planning needs.
Zimmer, Mathiesen & Associates
Zimmer, Mathiesen & Associates is a renowned law firm located at 6080 Jericho Turnpike, Commack, New York, United States. Specializing in family law and divorce cases, our team of award-winning Suffolk County divorce lawyers is dedicated to providing aggressive, attentive, and affordable legal representation to our clients. With decades of combined experience, we handle a wide range of cases including simple and complex divorce, child custody, mediation, asset protection, child support, alimony, and other family law matters. Our firm is committed to delivering top-notch advice and representation in the specialized field of family law. Whether you are facing a divorce, custody battle, or child support issues, our experienced attorneys at Zimmer, Mathiesen & Associates are here to help you navigate the legal system with confidence. We have helped thousands of clients achieve satisfying outcomes and we are ready to fight for your rights.
Adler Law Firm, PLLC
Adler Law Firm, PLLC, located at 390 North Broadway in Jericho, New York, is a trusted institution specializing in estate planning and probate law. Their team of experienced attorneys is dedicated to helping clients protect their assets and plan for the future. They offer personalized service, with attorneys personally handling all cases from start to finish. From drafting wills and trusts to navigating probate proceedings, Adler Law Firm is committed to providing exceptional representation for all estate planning needs. With over 50 years of experience serving the Long Island community, Adler Law Firm is a reliable choice for those seeking compassionate and knowledgeable legal guidance. Contact Adler Law to secure your family's future today.
Gerald Cawley - State Farm Insurance Agent
Welcome to the Gerald Cawley State Farm Agency located at 3034 Jericho Turnpike in East Northport, New York. Our insurance agency is conveniently situated just 1/2 mile west of Larkfield Rd, across from the 7 Eleven. We offer a wide range of insurance services including Auto, Home, Property, Business, Boat, Life, and Health insurance quotes. Our experienced team is dedicated to helping you protect your assets and plan for the future with personalized insurance plans that suit your needs. As a retired NYPD Lieutenant and second-generation State Farm agent, Gerald Cawley takes pride in serving the East Northport community. We strive to provide high-quality customer service and build long-lasting relationships with our clients. Whether you're looking to secure your family, assets, or plan for the future, we are here to help you navigate the world of insurance. Contact us today for all your insurance needs and let us help you manage the risks of everyday life and realize your dreams.
Original Funding
Original Funding, located at 6901 Jericho Turnpike in Syosset, New York, is a finance institution that specializes in providing consultative brokerage services to small businesses in need of immediate financing. As a premium broker, Original Funding has relationships with direct lending firms, offering a variety of lending options such as merchant cash advances, short and mid-term business loans, and business loan consolidation. If you are unsure about qualifying for a small business loan, Original Funding can help you navigate the process. They are not a lender themselves, but they work with a network of lenders to match prospective borrowers with the best financing options available. Please note that there is no guarantee of approval from any lender, and all financial terms are negotiated directly between the borrower and the lender.
Pete Verma - Mortgage Loan Officer
Pete Verma - Mortgage Loan Officer is a finance institution located at 540 Jericho Turnpike in Syosset, New York, United States. As a trusted mortgage loan officer, Pete Verma specializes in helping clients secure the best mortgage options for their individual needs. With years of experience in the industry, Pete Verma provides personalized service and expert guidance throughout the loan process. Whether you are a first-time homebuyer or looking to refinance, Pete Verma is dedicated to helping you achieve your financial goals. Contact Pete Verma - Mortgage Loan Officer today to learn more about how they can assist you with your mortgage needs.
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