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TOP 30 Trust planning in Hauppauge, NY
178 results found
Search for local businesses, places and services near you
Revolution Financial Management NY
Revolution Financial Management NY is a leading finance institution located at 1300 Veterans Memorial Highway in Hauppauge, New York. Our team of expert financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment management. With a focus on transparency, trust, and innovation, we strive to revolutionize the way our clients approach financial management. Contact us today to learn more about how we can help you secure a brighter financial future.
Brian Batter
Brian Batter is a reputable finance institution located at 1300 Veterans Memorial Highway in Hauppauge, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help. Trust Brian Batter for all your financial needs.
Jeremy Isleman Financial Advisor
Jeremy Isleman Financial Advisor is a trusted institution located at 102 Motor Parkway in Hauppauge, New York. As a finance, health, and insurance agency, we specialize in providing personalized financial planning and investment advice to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and families make informed decisions about their finances, insurance needs, and overall well-being. Whether you are planning for retirement, saving for a child's education, or looking to protect your family with the right insurance coverage, Jeremy Isleman Financial Advisor is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Brian G Jacobs - Financial Advisor, Ameriprise Financial Services, LLC
Brian G Jacobs, a financial advisor at Ameriprise Financial Services, LLC, located at 2150 Joshuas Path in Hauppauge, New York, United States, offers expert guidance on navigating the complexities of retirement planning and investment strategies. With a focus on helping clients achieve their financial goals, Brian provides personalized advice and recommendations tailored to individual needs. As a member of FINRA and SIPC, clients can trust in the expertise and professionalism of Ameriprise Financial Services, LLC. Whether you are looking to secure your retirement income, navigate market fluctuations, or plan for the future, Brian is here to provide comprehensive financial solutions. Schedule a complimentary initial consultation to start your journey towards a more confident financial future. Don't hesitate to reach out and discuss what matters most to you with Brian G Jacobs at Ameriprise Financial Services, LLC.
Claire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC
Claire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. Claire Kemp Fitz 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®. The institution offers comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Claire Kemp Fitz and her team are dedicated to providing expert advice and guidance in asset management, investment opportunities, estate planning, insurance products, retirement planning, and more. With a focus on ethics and professionalism, Claire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC is a trusted partner in helping clients achieve their financial goals."
Jeffrey J. Quinn - Wilmington Advisors @ M&T
Jeffrey J. Quinn - Wilmington Advisors @ M&T is a finance institution located at 100 Motor Parkway in Hauppauge, New York, United States. With a team of experienced financial advisors, they offer a wide range of services to help clients manage their wealth and achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, the professionals at Jeffrey J. Quinn - Wilmington Advisors @ M&T are dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and let them help you secure a prosperous financial future.
Patrick O'Leary - Morgan Stanley Financial Advisor
Patrick O'Leary - Morgan Stanley Financial Advisor is a reputable finance institution located at 888 Veterans Memorial Highway in Hauppauge, New York, United States. With a focus on providing expert financial advice and personalized investment strategies, Patrick O'Leary and his team at Morgan Stanley are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, grow your wealth, or protect your assets, Patrick O'Leary - Morgan Stanley Financial Advisor offers comprehensive financial services to meet your needs. Trust in their expertise and experience to guide you towards a secure financial future.
Castle Asset Management
Castle Asset Management is a reputable finance and insurance agency located at 145 Marcus Boulevard in Hauppauge, New York, United States. With a team of experienced professionals, Castle Asset Management offers a wide range of financial services to help clients manage and grow their assets. Whether you are looking for investment advice, insurance solutions, or retirement planning, Castle Asset Management is committed to providing personalized and comprehensive financial strategies tailored to your individual needs. Trust Castle Asset Management to safeguard and enhance your financial future.
Ashley Lang - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ashley Lang - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. The institution offers a range of financial services and is staffed with professionals who hold various certifications and designations to provide expert advice on wealth management and investment strategies. These certifications include 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®. The institution is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement or dealing with complex financial situations. With a focus on ethical practices and advanced knowledge in asset management, estate planning, investment strategies, and retirement planning, Ashley Lang - Private Wealth Advisor, Ameriprise Financial Services, LLC is a trusted partner in helping clients achieve their financial goals.
Kear Solutions
Kear Solutions, located at 2150 Joshuas Path, Hauppauge, New York, is a premier residential and commercial cleaning company serving Western Suffolk County and Nassau County. Our team of cleaning experts is dedicated to providing exceptional cleaning services to meet all your needs. From one-time deep cleanings to ongoing services, we have you covered. Schedule a free estimate today and let us help you create a clean and healthy environment in your home or office. With our attention to detail and commitment to exceeding expectations, you can trust Kear Solutions to thoroughly and efficiently clean your space. Our professional cleaners have the expertise, training, and equipment to tackle all cleaning tasks, using the best products for different surfaces. By entrusting us with your cleaning needs, you can free up time to focus on work, family, or hobbies, while we take care of keeping your space clean and tidy.
Vacationwiser
Vacationwiser is a premier travel agency located at 129 Oser Avenue in Hauppauge, New York. Our team of experienced travel experts is dedicated to helping you plan the perfect vacation, whether you're looking for a relaxing beach getaway, an adventurous safari, or a cultural tour of Europe. With our personalized service and attention to detail, we make sure every aspect of your trip is taken care of, from booking flights and accommodations to arranging tours and activities. Trust Vacationwiser to make your travel dreams a reality.
RJG Tax & Capital Solutions, Inc
RJG Tax & Capital Solutions, Inc is a finance institution located at 150 Motor Parkway in Hauppauge, New York, United States. Specializing in tax and capital solutions, our team of experts is dedicated to helping individuals and businesses navigate the complex world of finance. Whether you need assistance with tax planning, investment strategies, or financial management, our experienced professionals are here to provide personalized solutions tailored to your unique needs. Trust RJG Tax & Capital Solutions, Inc to help you achieve your financial goals and secure a prosperous future.
Belli Monaco Inc
Belli Monaco Inc is a reputable accounting and finance institution located at 350 Vanderbilt Motor Parkway in Hauppauge, New York, United States. With a team of experienced professionals, Belli Monaco Inc offers top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, this institution is dedicated to helping clients achieve their financial goals. Trust Belli Monaco Inc for all your accounting and finance needs.
Janice Redmond & Associates - Certified Public Accountants
Janice Redmond & Associates - Certified Public Accountants is a reputable accounting firm located at 140 Fell Court in Hauppauge, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to accuracy and integrity, we offer a wide range of services including tax preparation, bookkeeping, auditing, and financial planning. Trust Janice Redmond & Associates to handle all of your accounting needs with precision and expertise.
Monahan & Company CPA's PC
Monahan & Company CPA's PC is a reputable accounting firm located at 888 Veterans Memorial Highway in Hauppauge, New York. With a team of experienced certified public accountants, they provide a wide range of accounting services including tax preparation, auditing, financial planning, and more. Clients can trust Monahan & Company CPA's PC for their professionalism, accuracy, and dedication to helping individuals and businesses achieve their financial goals. Contact them today for expert financial guidance and support.
Tax and Financial Services: John W Trinkwald III, CPA
Tax and Financial Services: John W Trinkwald III, CPA is a reputable institution located at 200 Motor Parkway in Hauppauge, New York, United States. Specializing in accounting and finance, this institution offers expert services in tax preparation, financial planning, and consulting. With years of experience and a dedicated team led by CPA John W Trinkwald III, clients can trust in receiving professional and personalized financial advice to help them achieve their goals. Whether individuals or businesses, this institution is committed to providing top-notch services to meet the unique needs of each client.
Paul E. Bellini, CPA, MS (Taxaccounting Resources, LLC)
Paul E. Bellini, CPA, MS (Taxaccounting Resources, LLC) is a reputable accounting and finance institution located at 521 Hauppauge Road in Hauppauge, New York. With a focus on providing top-notch tax and accounting services, this institution is led by the knowledgeable and experienced Paul E. Bellini, who holds a Master of Science in Taxation. Clients can trust in the expertise and professionalism of the team at Taxaccounting Resources, LLC for all their financial needs.
Mid Island Tax Services Inc
Mid Island Tax Services Inc is a reputable accounting and finance institution located at 38 Kings Highway in Hauppauge, New York. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of taxes and finances with ease. Trust Mid Island Tax Services Inc for all your accounting and finance needs.
William Carpenter CPA
William Carpenter CPA is a reputable accounting and finance institution located at 111 Smithtown Bypass in Hauppauge, New York, United States. With years of experience and expertise in the field, William Carpenter CPA offers a wide range of services including tax preparation, financial planning, auditing, and consulting. The team of professionals at this institution is dedicated to providing high-quality, personalized services to meet the unique needs of each client. Whether you are an individual or a business owner, you can trust William Carpenter CPA to help you navigate the complexities of accounting and finance with ease and confidence.
Agbimson & Co.., PLLC
Agbimson & Co., PLLC is a leading accounting and finance institution located at 1300 Veterans Memorial Highway in Hauppauge, New York. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and dedication to their clients make them a trusted partner for individuals and businesses alike. Contact Agbimson & Co., PLLC for all your accounting and finance needs.
Blatt & Dauman LLP
Blatt & Dauman LLP is a reputable accounting and finance institution located at 350 Motor Parkway in Hauppauge, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation and auditing to financial planning and consulting, Blatt & Dauman LLP is committed to helping their clients achieve their financial goals. Their dedication to excellence and personalized approach sets them apart as a trusted partner in financial management.
Diane J. DiMartino CPA
Diane J. DiMartino CPA is a reputable accounting and finance institution located at 111 Smithtown Bypass, Hauppauge, New York, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, financial planning, auditing, and consulting. The team of certified public accountants at Diane J. DiMartino CPA is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax compliance or strategic financial planning, you can trust Diane J. DiMartino CPA to deliver professional and reliable services.
Alliance Capital US LLC
Alliance Capital US LLC, located at 1377 Motor Parkway in Hauppauge, New York, is a financial institution that works closely with clients to provide immediate funding solutions with flexible terms. Our success is tied to yours, which is why we ensure that every deal we fund is completely transparent. We believe in our clients and are committed to supporting them financially. With Alliance Capital US, you can set up automatic ACH payments that suit your needs. We offer a comprehensive approach to funding, helping you establish your business with the right financial plans and terms. Our unconventional process involves analyzing your business to create a customized strategy that will benefit you in the long term.
SmartSource
Welcome to SmartSource, your trusted partner in technology solutions and home goods, conveniently located at 50 Engineers Road, Hauppauge, NY 11788. As a leading electronics and home goods store, we pride ourselves on being more than just a store – we are your biggest fans! Our dedicated team is with you every step of the way, from planning to wrap-up, ensuring your experience is seamless and successful. Situated in the bustling Hauppauge Industrial Park, one of the largest industrial hubs in the nation, SmartSource is at the heart of innovation and business excellence. Our expertise extends beyond just providing top-notch electronics; we understand the unique technology needs of both offices and events. Whether you require desktops, laptops, or specialized event technology like registration kiosks and beacon technology, SmartSource has you covered.
Blimpie
Welcome to Blimpie® Subs in Hauppauge, NY, your neighborhood deli destination for over fifty years, located at 160 Adams Avenue. As a beloved part of the Hauppauge community, we pride ourselves on offering an exceptional dining experience with our delicious sub sandwiches, available for dine-in, delivery, and takeaway. At Blimpie, we believe in serving sandwiches that are truly BIGGER and BETTER. Our commitment to quality means you can enjoy freshly sliced meats and high-quality ingredients in every bite. From bread baked fresh daily to meats sliced-to-order and toppings prepared each morning, we ensure that every sub is crafted to perfection.
Avis Car Rental
Welcome to Avis Car Rental, your trusted partner for car rentals in Hauppauge, New York. Conveniently located at 110 Motor Parkway, we offer a wide selection of vehicles to suit your travel needs, whether you're exploring the local area or embarking on a longer journey. Exclusive Offer: Enjoy one day free of the daily time and mileage charges when you rent an intermediate (group C) to a full-size four-door (group E) car for at least three days. Please note that taxes, concession recovery fees, customer facility charges, and fuel charges are additional. Optional items such as Loss Damage Waiver (LDW) and other surcharges may apply. This offer is valid for rentals starting on or before December 31, 2024, and is subject to vehicle availability. Advance reservation is required, and the offer cannot be combined with any other promotion or coupon.
U-Haul Neighborhood Dealer
Welcome to U-Haul Neighborhood Dealer, conveniently located at 1800 Prime Place, Hauppauge, New York 11788. We are proud to offer the largest selection of in-town and one-way truck and trailer rentals in the Hauppauge area. Whether you're moving locally or planning a long-distance relocation, we have a wide variety of vehicles to meet your needs, including cargo and enclosed trailers, utility trailers, car trailers, and motorcycle trailers. At U-Haul, we strive to make your moving process as seamless as possible. Our exceptional customer service sets us apart, with dedicated team members like Rick and Lorraine ensuring a smooth and pleasant experience for every customer. Rick's resourcefulness and calm demeanor under pressure, even when faced with technical challenges, have earned him praise from our patrons. Similarly, Lorraine's outstanding customer service skills have made her a valuable asset to our team, enhancing the overall experience for our clients.
Brendels of ny bagels and eatery
Welcome to Brendel’s of NY Bagels and Eatery, your go-to destination for exceptional bagels and gourmet food in Farmingville, New York. Located at 1055 Portion Road, we proudly serve the Long Island community with our renowned kettlecooked bagels, which are crispy on the outside and warm and fluffy on the inside. Our dedication to quality and taste shines through in every bite, making us a beloved stop for bagel enthusiasts. At Brendel’s, we don’t just stop at bagels. We offer an extensive menu featuring the freshest and most delicious ingredients, perfect for any meal of the day. Whether you're looking for a hearty breakfast, a satisfying lunch, or a delightful dinner, our offerings are crafted to please every palate.
Brendel's Bagels-Catering Long Island
Welcome to Brendel's Bagels-Catering Long Island, where culinary craftsmanship meets traditional flavor. Located at 950 Wheeler Road, Hauppauge, New York, we are proud to be Long Island’s premier full catering service and bagel company. With three convenient locations across Hauppauge, Glen Cove, and Syosset, we offer an extensive range of breakfast, lunch, dinner, and barbecue catering services that are sure to delight your taste buds. At Brendel’s, we are committed to using only the freshest and most delicious ingredients in everything we prepare. Our celebrated kettle-cooked bagels are crispy on the outside, yet warm and fluffy inside, making them a favorite for bagel lovers across Long Island. Whether you are planning an intimate brunch or a grand event, trust us to bring exquisite flavor and finesse to your table.
Kevin P. Soria, D.D.S.
Welcome to Kevin P. Soria, D.D.S., your trusted dental care provider located at 335 Terry Road, Smithtown, New York. At our practice, we are committed to offering you and your family the highest standard of oral health care in a warm and welcoming environment. Specializing in comprehensive dental services, Dr. Kevin P. Soria and our experienced team are dedicated to enhancing and maintaining your smile through personalized treatment plans tailored to your specific needs. Whether you need routine cleanings, cosmetic dentistry, or restorative procedures, we utilize the latest technology and techniques to ensure your experience is as comfortable and effective as possible. Visit us today and discover why we are Smithtown's preferred choice for exceptional dental care. Your smile is our priority!
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