TOP 10 Tax assessments in Westbury, New York

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, 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.

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.

Jason Rogoff - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. With a focus on providing financial guidance to help clients reach their goals, Jason Rogoff - Thrivent is licensed in multiple states including AZ, CA, CT, DE, FL, GA, IA, IL, MA, MD, ME, NC, NJ, NY, PA, SC, TX, VA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Clients can rest assured that only appropriately appointed and licensed financial advisors and professionals provide insurance products, securities, and investment advisory services. For more information on professional designations and requirements, visit https://www.thrivent.com/designations.

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.