Small business banking in Westbury, New York

Adam Okula - State Farm Insurance Agent is an insurance agency located at 937 Willis Avenue, Albertson, New York, United States. The institution is just 1 block south of IU Willets Rd, on the west side with parking available in the rear. They offer a wide range of insurance services including Car Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, and Insurance for Small Businesses. Serving customers throughout New York State, including Nassau County, Suffolk County, Queens County, Kings County, and more. Adam Okula, a finance graduate from SUNY at Old Westbury, has been serving State Farm customers since 1981. He is an Honor Agent Qualifier for Auto & Fire Insurance and a Century Club Qualifier for Life Insurance. The institution is a member of the Chamber of Commerce of the Williston's and is actively involved in the local community.

Nicole King LLC is a reputable finance institution located on Sharon Lane in Westbury, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with investments, retirement planning, or wealth management, Nicole King LLC is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to client satisfaction set them apart in the industry. Visit them today to see how they can help you secure your financial future.

Merrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.

Everbright Solutions is a leading financial institution located at 1400 Old Country Road in Westbury, New York. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you need assistance with investments, retirement planning, or wealth management, Everbright Solutions is here to help. Contact us today to learn more about how we can help you secure your financial future.

Statera Wealth Solutions, located at 25 Carle Road in Westbury, New York, is a finance institution that is dedicated to empowering clients towards optimal Financial Balance®. By changing the conversation about personal finance, Statera Wealth Solutions brings clarity and honesty to the table. Their unique approach focuses on a macro-economic philosophy that provides a holistic view of your entire financial landscape, making it easier to have authentic conversations about financial strategies. Unlike traditional financial institutions, Statera Wealth Solutions offers a personalized financial model built exclusively for each client. By eliminating opinion, bias, and hype, clients gain a different perspective on their financial path. The institution focuses on the four critical areas of financial importance: Protection, Assets, Liabilities, and Cash Flow, setting them apart from mass prescribed financial guidance.

BBC Financial Services is a reputable finance institution located at 412 Maple Avenue in Westbury, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and insurance solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

Bilger Financial Group, located at 1400 Old Country Road, Westbury, New York, United States, is a finance institution that has been serving clients for over 30 years. The team at Bilger Financial Group offers a full range of financial products and services to help clients reach and maintain their financial goals. They believe in building long-lasting relationships with clients and providing customized financial solutions tailored to individual needs at every stage of life. With a commitment to giving back to the community, Bilger Financial Group is proud to be part of Thrivent, a Fortune 500 company with a long heritage of financial strength and fiscal stability. Thrivent offers expert financial solutions, investments, insurance, banking, and generosity programs to help clients make the most of their finances and live more meaningful lives. As part of Thrivent, clients have access to tools and resources to achieve financial clarity and confidence as they work towards their goals and dreams. Thrivent's financial advisors and professionals provide comprehensive advice and guidance through a Financial Planning Framework, with options for further planning engagement through Dedicated Planning Services. With a focus on a higher purpose and collective ownership, Thrivent is dedicated to helping people build their financial futures and live more generous lives.

ED ONEILL LTD is a finance institution located at 1400 Old Country Road in Westbury, New York, United States. With a focus on providing top-notch financial services, ED ONEILL LTD offers a range of solutions to help individuals and businesses manage their finances effectively. Whether you need help with investments, loans, or financial planning, the team at ED ONEILL LTD is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can assist you with your financial needs.

Jovia Financial Credit Union is a trusted financial institution located at 1000 Corporate Drive in Westbury, New York, United States. As a credit union, Jovia offers a range of banking and financial services to its members, including savings accounts, loans, and investment options. With a focus on providing personalized service and competitive rates, Jovia is committed to helping individuals and businesses achieve their financial goals. Visit their location today to experience the benefits of banking with Jovia Financial Credit Union.