TOP 30 Tax and insurance strategies in Garden City, New York

18 results found

Sean McCarthy - State Farm Insurance Agent is an insurance agency located at 1100 Stewart Avenue, Garden City, New York, United States. As technology continues to evolve, they understand the importance of managing online accounts in the event of incapacity or passing away. They provide tips for safe rural road driving and information on reporting boating accidents as required by law. It is emphasized to not include sensitive personal information on their website for protection. For accessibility, individuals using screen readers can call (516) 832-9500 for assistance. State Farm Life Insurance Company issues life insurance and annuities, while U.S. Bank National Association offers deposit products and credit cards. State Farm VP Management Corp. provides investment services, but neither State Farm nor its agents offer tax or legal advice. It is recommended to consult a tax or legal advisor for personalized guidance.

Garden City Financial Group Inc. is a leading finance institution located at 100 Garden City Plaza in Garden City, New York, United States. With a team of experienced professionals, Garden City Financial Group Inc. offers a wide range of financial services including investment management, retirement planning, wealth management, and more. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, Garden City Financial Group Inc. is dedicated to helping you achieve your financial goals. With a commitment to excellence and personalized service, Garden City Financial Group Inc. is your trusted partner in financial success.

Greenberg Traurig, LLP is a renowned law firm located at 900 Stewart Avenue in Garden City, New York. With a strong presence in the United States, this institution offers a wide range of legal services to clients across various industries. The team of experienced attorneys at Greenberg Traurig, LLP is dedicated to providing top-notch legal representation and strategic counsel to help clients achieve their goals. Whether it's corporate law, litigation, real estate, or any other legal matter, Greenberg Traurig, LLP is committed to delivering exceptional service and achieving successful outcomes for their clients.

Merrill Lynch Financial Advisor Joshua Sucov is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, the institution helps clients achieve their financial goals. The institution offers a wide range of brokerage, investment advisory, and financial planning services, but does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Merrill Lynch is a subsidiary of Bank of America Corporation and offers various investment, insurance, and annuity products. The institution strives to provide clients with information about products and services that may be of interest, and offers a personalized approach to financial planning.

Metropolitan Capital is a financial institution located in Garden City, New York, dedicated to providing comprehensive wealth management strategies to help clients minimize taxes and maximize wealth. Since 2006, they have assisted individuals in reaching financial independence by creating customized financial plans that address all aspects of their financial goals. The team at Metropolitan Capital believes in integrating tax planning with financial planning to ensure a more effective and cost-efficient investment strategy. They emphasize the importance of understanding each client's tax situation and use tax returns as a tool to determine the most suitable investment approach. With a focus on professional excellence and client service, Metropolitan Capital aims to help clients build wealth through strategic tax and financial planning. Securities and Advisory Services are offered through Osaic Wealth, Inc., and insurance and tax services are provided through Metropolitan Capital Tax & Wealth Management, Inc. Please note that investments in securities involve risk, and individuals should carefully consider their options before making any decisions.

Paul R Trause - Financial Advisor, Ameriprise Financial Services, LLC, located at 100 Quentin Roosevelt Boulevard in Garden City, New York, offers a wide range of financial services. The institution provides expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Paul R Trause holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his commitment to professional excellence and ethical standards in the finance industry. With specialized knowledge in areas such as portfolio management, behavioral finance, philanthropy, annuities, retirement planning, and estate planning, clients can trust in the expertise and dedication of Paul R Trause as their financial advisor.

William Luttrell - Morgan Stanley Financial Advisor is a reputable finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. As a trusted advisor, William Luttrell offers personalized financial planning services to help clients achieve their financial goals. With a strong background in finance and investment strategies, William Luttrell provides expert guidance and support to clients seeking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for growth, William Luttrell - Morgan Stanley Financial Advisor is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

Alexander Avolio is a financial advisor at Morgan Stanley, located at 1200 Franklin Avenue, Garden City, New York. With a focus on providing personalized financial guidance and investment strategies, Alexander Avolio helps clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Alexander Avolio offers tailored solutions to meet your individual needs. Trust in Alexander Avolio and Morgan Stanley for expert financial advice and a commitment to helping you secure a strong financial future.

Barry Ringelheim - UBS Financial Services Inc. is a reputable finance institution located at 1055 Franklin Avenue in Garden City, New York. With a focus on providing top-notch financial services to clients, the team at Barry Ringelheim - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking for investment advice, retirement planning, or wealth management services, the experienced professionals at this institution are here to assist you every step of the way. Trust Barry Ringelheim - UBS Financial Services Inc. for all your financial needs in Garden City, New York.

George K Limperopoulos - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 377 Oak Street in Garden City, New York, offers a wide range of financial services to individuals looking to secure their wealth and plan for their future. George Limperopoulos holds various 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, George Limperopoulos provides personalized financial advice to help clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, George Limperopoulos can help you navigate the complex world of finance and secure your financial future.

The Reilly Financial Group - Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue, Garden City, New York, is a finance institution that offers personalized investment and financial planning services. Whether you are planning for retirement, education, or a major purchase, our experienced advisors provide tailored recommendations based on your goals and risk tolerance. We work with you to document your goals, regularly review your progress, and adjust your approach as needed. With secure online access, you can track your investments and accounts from any device. Schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. Our advisors are registered to do business in certain U.S. states, and we adhere to strict regulations to ensure the security and privacy of your information. Contact us today to start the conversation about what matters most to you.

Philip Andriola is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue, Garden City, New York, United States. With 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®, Philip Andriola is equipped to provide comprehensive financial planning services for individuals and businesses. Whether you need assistance with retirement planning, estate planning, investment management, or insurance products, Philip Andriola has the expertise and experience to help you achieve your financial goals. Contact him today to schedule a consultation and take the first step towards securing your financial future.

Ameriprise Financial is a leading financial institution located at 1399 Franklin Avenue in Garden City, New York. As a finance institution, Ameriprise Financial offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. With a team of knowledgeable and experienced financial advisors, Ameriprise Financial is dedicated to helping individuals and families achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Ameriprise Financial can provide personalized financial advice and guidance to help you make informed decisions.

LPL Financial is a leading finance institution located at 300 Garden City Plaza in Garden City, New York, United States. With a focus on providing comprehensive financial services, LPL Financial offers a wide range of investment options and personalized financial planning solutions to help clients achieve their financial goals. With a team of experienced financial advisors and a commitment to excellence, LPL Financial is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Trevor VonKaenel is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Trevor VonKaenel offers a comprehensive approach to managing clients' financial assets by understanding their specific financial position, life stage, income level, risk tolerance, and family situation. He helps create a customized wealth management approach that can adapt to changing needs and market conditions. With access to the investment insights of Merrill and the banking convenience of Bank of America, clients can address various aspects of their financial life. Trevor VonKaenel focuses on providing excellent service to help clients define and achieve their financial goals. Additionally, he is actively involved in social activities in the communities he serves. Through Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals. Trevor VonKaenel's mission is to understand clients' needs and help them pursue their personal financial goals while managing investment risk. By offering proactive communication, personalized service, and staying informed about new investment opportunities, he aims to exceed client expectations. Whether clients have modest financial assets or significant wealth, Trevor VonKaenel's wealth management approach addresses various financial issues. By working closely with other professionals and continually revisiting clients' financial approach, he helps them stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, clients can benefit from a dedicated relationship with Merrill Lynch Wealth Management Advisors. Investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. Clients can learn more about these services and their differences by speaking with a Merrill financial advisor.

Welcome to Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. Our firm is dedicated to providing expert financial guidance tailored to your unique needs. With a robust suite of qualifications, Bob Sutton is equipped to help you navigate the complexities of financial planning, investment strategies, and wealth management. Our advisor holds prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, each reflecting a deep commitment to ethical standards and comprehensive financial expertise. These designations cover a wide range of financial disciplines, from asset allocation and estate planning to retirement strategies and investment opportunities for retirees and small business owners.

Welcome to "Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC," where we are dedicated to guiding you through the complexities of financial planning. Situated at 50 Station Road, Water Mill, New York, our firm is committed to providing personalized financial advice tailored to your unique needs and goals. Michael Laliberte, a seasoned financial advisor, brings a wealth of expertise and a wide array of professional designations that underscore his commitment to excellence and ethical practice in the field of finance. With certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), Michael is equipped to address a diverse range of financial scenarios, from asset management and estate planning to retirement strategies and wealth transfers.

Welcome to Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. As a trusted partner in finance, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team is equipped with an array of prestigious certifications that demonstrate our commitment to excellence and ethical practices in financial advising. Our expertise spans a broad spectrum, including asset management, estate planning, retirement strategies, and investment opportunities tailored for retirees and small business owners. We are proud to hold advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others.