Security consulting services in Jericho, New York

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.

Aon Risk Services Inc is a reputable insurance agency located at 300 Jericho Quadrangle in Jericho, New York, United States. With a strong focus on risk management and insurance solutions, Aon Risk Services Inc provides comprehensive services to help individuals and businesses protect themselves against unforeseen events. Their team of experienced professionals work closely with clients to assess their specific needs and tailor insurance plans that offer maximum coverage and peace of mind. Trust Aon Risk Services Inc to safeguard your assets and provide you with the protection you need.

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. 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. 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 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. 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 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.

Eagle View Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in wealth management services, they provide personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Eagle View Wealth Management offers a range of services including investment management, retirement planning, estate planning, and more. Clients can trust in their expertise and dedication to helping them build and protect their wealth for the future.

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.

Quin Ciuffetelli - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, United States, is a finance institution offering a range of specialized certifications and designations to ensure high-quality financial planning services. The advisors at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. Additionally, they offer specialized services for seniors, divorce financial analysis, estate planning, exit planning, and more. With a team of highly qualified professionals, Quin Ciuffetelli - Private Wealth Advisor is dedicated to providing comprehensive and personalized financial planning services to meet the unique needs of their clients.

John M Pascale is a Financial Advisor at Ameriprise Financial Services, LLC located at 6900 Jericho Turnpike, Syosset, New York, United States. John M Pascale 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®. These certifications demonstrate expertise in areas such as asset management, estate planning, investment strategies, retirement planning, and financial planning for various client needs. John M Pascale offers comprehensive financial services to individuals and businesses, ensuring tailored solutions to meet specific financial goals and objectives.

Gerard Simonelli - Financial Advisor at Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, United States, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Gerard Simonelli is well-equipped to assist individuals with their asset management, retirement planning, estate planning, investment strategies, and insurance needs. Whether you are a retiree, small business owner, high net worth client, or in need of specialized financial planning for domestic partnerships or military personnel, Gerard Simonelli can provide tailored solutions to meet your financial goals. With a commitment to ethics and ongoing education, Gerard Simonelli ensures that clients receive the highest level of professional service and expertise in the field of finance. Contact Gerard Simonelli today for comprehensive and personalized financial advice and planning.

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.

Mark Grossmann - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, offers a wide range of financial services to meet the needs of individuals and businesses. Mark Grossmann holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Mark Grossmann is dedicated to providing personalized financial solutions to help clients achieve their goals. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Mark Grossmann is committed to guiding you every step of the way.

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, 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.

Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 333 Jericho Turnpike in Jericho, New York, offers a wide range of financial services. Vincent De Vita holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuing education, Vincent De Vita is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, or estate planning, Vincent De Vita is a trusted advisor with the knowledge and experience to help you achieve your financial goals. Contact Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC today for expert financial guidance tailored to your specific needs.

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.

Daniel R Masiello is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 500 North Broadway in Jericho, New York, United States. With a focus on providing personalized financial advice, Daniel Masiello offers a range of services to help clients achieve their financial goals. As a part of Ameriprise, Daniel has access to a wide range of resources and tools to assist clients in managing their wealth effectively. Clients can review Daniel's background, credentials, and experience to determine if he is the right fit for their financial needs. By filling out the "Request consultation" form, clients can connect with Daniel for a complimentary initial consultation to discuss their financial goals and create a customized plan for their future.

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, 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. 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.

Tonia Dillon - 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, Tonia Dillon - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The institution is known for its expertise, professionalism, and commitment to customer satisfaction. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Tonia Dillon - UBS Financial Services Inc. is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

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 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 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. 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.

The BACH Wealth Management Group - UBS Financial Services Inc. is a premier financial institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in wealth management, they offer a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to providing personalized solutions, The BACH Wealth Management Group is dedicated to helping individuals and families build and protect their wealth for the future.

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.