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TOP 30 Tailored financial plans in Westbury, NY
18 results found
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Proto Financial
Proto Financial is a finance institution located at 1025 Old Country Road, Westbury, New York, United States. We offer finance solutions customized to meet your business needs, with a focus on helping small business owners across the U.S. in various industries. Our streamlined paperless application process and quick funding decisions based on actual business performance make financing easy and efficient. With the best financial technology in alternative lending, funds can be deposited in as little as 24 hours following approval. Our dedicated funding officers are here to assist you from the initial application to future funding needs. We strive to build lasting relationships with our clients and are committed to positioning your business for success. Whether you are looking for a merchant cash advance or an SBA 7(a) loan, Proto Financial is here to help you unleash your business potential and fuel your success.
Merrill Lynch Financial Advisor Roderick A Jones
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.
Alain Martin - TD Wealth Financial Advisor
Alain Martin - TD Wealth Financial Advisor is a reputable financial institution located at 372 Jericho Turnpike, Floral Park, New York, United States. As a trusted advisor, Alain Martin offers personalized financial planning services to help individuals and businesses achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Alain Martin is dedicated to providing tailored solutions to meet your unique needs. Contact Alain Martin - TD Wealth Financial Advisor today to start your journey towards financial success.
Alain Martin - TD Wealth Financial Advisor
Alain Martin - TD Wealth Financial Advisor is a trusted financial institution located at 252 Peninsula Boulevard in Hempstead, New York, United States. As a leading financial advisor with TD Wealth, Alain Martin provides expert financial planning and investment advice to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Alain Martin helps clients navigate the complexities of wealth management and financial planning. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Alain Martin - TD Wealth Financial Advisor is dedicated to helping you secure your financial future.
Christopher Zarra - Private Wealth Advisor, Ameriprise Financial Services, LLC
Christopher Zarra is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States. Christopher Zarra 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 Christopher Zarra's expertise in asset management, estate planning, retirement planning, investment management, and more. Contact Christopher Zarra for comprehensive financial advice tailored to your individual needs.
John Merendino - Private Wealth Advisor, Ameriprise Financial Services, LLC
John Merendino - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, is a finance institution that offers a wide range of specialized certifications and designations to ensure that their advisors are highly qualified to meet the diverse needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the institution provides expertise in areas such as estate planning, retirement planning, and investment strategies for individuals, retirees, and small business owners. Advisors at John Merendino - Private Wealth Advisor also hold certifications like ADPA™, AEP®, AIF®, AWMA℠, and more, showcasing their commitment to ethical practices and ongoing education in the field of finance. With a focus on providing tailored financial solutions and expert advice, the institution ensures that clients receive comprehensive and personalized wealth management services.
Bilger Financial Group
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.
South Shore Funding
South Shore Funding is a premier finance and real estate agency located at 927 Old Country Road in Westbury, New York. With a strong focus on providing exceptional financial services and real estate solutions, our team of experts is dedicated to helping clients achieve their financial goals and find their dream properties. Whether you are looking to secure a loan, invest in real estate, or sell your property, South Shore Funding is here to provide personalized and professional assistance every step of the way. Trust us to deliver top-notch financial and real estate services tailored to meet your individual needs.
FMS Advance
FMS Advance is a leading finance institution located at 1400 Old Country Road in Westbury, New York, United States. Our institution offers advanced financial services and expertise to help individuals and businesses achieve their financial goals. With a team of experienced professionals, we provide specialized financial solutions tailored to meet the unique needs of our clients. Whether you are seeking investment advice, financial planning, or assistance with loans and credit, FMS Advance is here to help you navigate the complexities of the financial world. Trust us to guide you towards a secure and prosperous financial future.
Sunny Truck Driving School
Sunny Truck Driving School, located at 1065 Old Country Road in Westbury, New York, is the perfect place to start your career in commercial truck driving. Our experienced instructors provide real-world wisdom beyond textbooks, ensuring your success in obtaining your CDL. We offer flexible training plans to fit your schedule, financial aid options, and various package options tailored to your needs. Our students rave about the professionalism and expertise of our instructors, with many passing their tests on the first try. Join us at Sunny Truck Driving School and start your journey towards a rewarding career on the road.
John Hancock Life
John Hancock Life is an insurance agency located at 1600 Stewart Avenue, Westbury, New York, United States. With a focus on financial advisory services that offer a personal touch, we believe in making life insurance a fundamental part of a longer, healthier, and better life. For over 160 years, we have been dedicated to honesty, reliability, and customer commitment. By combining our longstanding reputation with cutting-edge innovation, we are transforming the insurance industry. Our mission is to help partners build their life insurance businesses and protect their clients' most important assets. Through our partnership with GRAIL, eligible John Hancock Vitality members can access the Galleri test, a powerful multi-cancer early detection tool. We offer a variety of products that provide real value for the life of the policy.
HVS
HVS is a renowned finance institution located at 1400 Old Country Road in Westbury, New York, United States. With a strong reputation for providing expert financial services, HVS is a trusted partner for individuals and businesses seeking sound financial advice and assistance. The institution's knowledgeable team of professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment guidance, retirement planning, or assistance with managing your assets, HVS is committed to providing top-notch financial solutions tailored to your specific needs. Visit HVS today to experience the difference that expert financial guidance can make in your life.
Domenick D'Andrea, AIF , CRC , CPFA | DanDarah Wealth Management
Domenick D'Andrea, AIF, CRC, CPFA | DanDarah Wealth Management is a finance institution located at 1400 Old Country Road in Westbury, New York, United States. Our team of experienced professionals provides personalized wealth management services to help clients achieve their financial goals. With a focus on retirement planning, investment strategies, and risk management, we strive to create tailored solutions that meet the unique needs of each individual or family. Contact us today to learn more about how we can help you secure your financial future.
James Bilger - Thrivent
James Bilger - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. With over 30 years of experience, the team at Bilger Financial Group is dedicated to helping clients achieve and maintain their financial goals through customized solutions. The institution believes in providing comprehensive advice and financial strategies that are in the best interest of their clients. They offer a range of financial products and services including life insurance options that can be tailored to individual needs. Thrivent operates with a higher purpose, aiming to empower individuals to make the most of their financial resources and give back to their communities. Membership with Thrivent offers access to financial expertise, tools for charitable giving, and a sense of community. The institution is part of Thrivent, a Fortune 500 company with a long history of financial strength and stability. Their financial advisors do not provide legal, accounting, or tax advice, but offer guidance through a Financial Planning Framework. Thrivent is committed to helping clients navigate their financial journey with clarity and confidence.
Personal Asset Strategies, Inc
Personal Asset Strategies, Inc is a finance institution located at 1600 Stewart Avenue in Westbury, New York, United States. With a focus on personalized financial planning and investment strategies, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. From retirement planning to wealth management, we offer a range of services tailored to meet each individual's unique needs. Trust Personal Asset Strategies, Inc to provide you with expert guidance and support in navigating the complexities of the financial world.
Lipton & Associates Llp
Lipton & Associates LLP is a reputable accounting and finance institution located at 760 Jericho Turnpike in Westbury, New York, United States. Our team of experienced professionals offers a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation to financial planning, we are dedicated to providing top-notch solutions tailored to meet our clients' needs. Trust Lipton & Associates LLP for all your accounting and finance needs.
Brian Marcus CPA
Brian Marcus CPA is a reputable accounting and finance institution located at 990 Westbury Road in Westbury, New York, United States. With years of experience and expertise in the field, Brian Marcus CPA offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of professionals is dedicated to providing top-notch services tailored to meet the unique needs of each client. Trust Brian Marcus CPA for all your accounting and finance needs.
Frank O'Connor
Frank O'Connor is a reputable institution specializing in accounting and finance located at 586 Windsor Street in Westbury, New York, United States. With a team of experienced professionals, Frank O'Connor offers a wide range of services including financial planning, tax preparation, and auditing. Clients can trust in the institution's expertise and dedication to providing top-notch financial solutions tailored to their individual needs. Whether you are an individual looking for personal financial advice or a business seeking accounting support, Frank O'Connor is committed to helping you achieve your financial goals.
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