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TOP 30 Tax planning for individuals in Lynbrook, NY
8 results found
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Merrill Lynch Financial Advisor Jeffrey Schoenfeld
Merrill Lynch Financial Advisor Jeffrey Schoenfeld is a reputable finance institution located at 266 Merrick Road in Lynbrook, New York, United States. With years of experience and expertise in the financial industry, Jeffrey Schoenfeld provides personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Jeffrey Schoenfeld is dedicated to helping you make informed decisions and secure your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 266 Merrick Road, Lynbrook, New York. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We take the time to understand your priorities, retirement goals, education funding, business issues, cash management, and credit strategies. Our branch offers access to Merrill's investing resources and Bank of America's banking convenience to create a framework for addressing financial challenges. We are committed to transparency, trust, and openness, and our advisor teams strive to develop intimate relationships with clients to discuss a wide range of financial needs. Through volunteerism and charitable outreach, we support the communities where we live and work. Our culture is dedicated to providing training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice to help clients pursue their financial goals. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering the skills and knowledge needed to assist individuals in pursuing their unique financial goals. Please consult legal and tax advisors before making any financial decisions. We offer a broad range of brokerage, investment advisory, and other services. Remember that investing involves risk, and past performance does not guarantee future results.
The Andersen Firm
The Andersen Firm, located at 29 Broadway in Lynbrook, New York, is an Estate Planning Law Firm specializing in Estate Planning, Asset Protection, and Estate Settlement & Probate. As successful individuals, it is important to maintain control over what happens to your assets during life and after death to provide stability for you and your family. Imagine looking down on your family from above - what do you see? Our firm understands the importance of creating a plan to ensure harmony and prosperity for your loved ones in the event of disability or death.
Merrill Lynch Financial Advisor Mark A Gutner
Merrill Lynch Financial Advisor Mark A Gutner is a renowned financial institution located at 266 Merrick Road, Lynbrook, New York, United States. With over 30 years of experience in the financial services industry, Mark has dedicated over 20 years to Merrill. His passion lies in helping clients manage their wealth effectively to meet their needs. Mark specializes in providing a comprehensive approach to wealth management for individuals and families. As a qualified Senior Portfolio Manager, he can assist clients in pursuing their objectives by managing personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark, a father of two living in Manhattan, currently resides in Rockville Centre, New York with his wife, Allison. At Merrill Lynch Wealth Management, Mark focuses on building personalized financial plans centered around the client's goals and priorities. He believes in understanding each client's unique needs and designing a tailored plan to help them pursue their financial objectives while managing investment risk. Mark's approach is to provide potential solutions that can turn aspirations into reality.
Lipke Alan D CPA
Lipke Alan D CPA is a professional accounting firm located at 108 Merrick Road in Lynbrook, New York. Specializing in accounting, finance, health, insurance, and travel services, our experienced team is dedicated to providing exceptional financial solutions for individuals and businesses. Whether you need help with tax preparation, financial planning, insurance coverage, or travel arrangements, Lipke Alan D CPA is here to help. Contact us today to schedule a consultation and see how we can assist you with all your financial needs.
Martin R Gropper CPA PC
Martin R Gropper CPA PC is a reputable accounting and finance institution located at 200 Hempstead Avenue in Lynbrook, New York, United States. With years of experience in the industry, their team of certified public accountants provides a wide range of financial services to individuals and businesses. From tax preparation and planning to bookkeeping and consulting, Martin R Gropper CPA PC is dedicated to helping their clients achieve their financial goals. Their personalized approach and attention to detail set them apart from other firms, making them a trusted partner for all accounting and finance needs.
Leonard Fliegel CPA
Leonard Fliegel CPA is a reputable accounting and finance institution located at 200 Hempstead Avenue in Lynbrook, New York, United States. With years of experience and expertise in the field, they offer a wide range of financial services to individuals and businesses. Their team of certified public accountants provides personalized and professional assistance with tax preparation, auditing, financial planning, and more. Trust Leonard Fliegel CPA for all your accounting and finance needs.
Rosman & Co
Rosman & Co is a reputable accounting and finance institution located at 36 Harriet Place in Lynbrook, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and more. Their dedication to excellence and commitment to their clients' financial success sets them apart as a trusted partner in managing finances. Contact Rosman & Co today for all your accounting and finance needs.
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