The 30 Best Wealth consolidation in Hauppauge, New York

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Diversified Private Wealth Advisors, located at 200 Parkway Drive South in Hauppauge, New York, is a finance institution that upholds the values of hard work, patience, and responsible investing. With a focus on helping individuals achieve their financial goals through a disciplined approach, the team at Diversified Private Wealth Advisors is dedicated to providing expert advice and guidance. They believe in planting seeds for the future and tending to their clients' financial needs with care and expertise. Securities are offered through Lebenthal Financial Services, Member FINRA/SIPC, and investment advisory services are offered through Lebenthal Global Advisors, LLC. The institution values transparency and integrity, ensuring that clients receive the best possible service tailored to their individual circumstances and goals.

Ivy Peterson is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Veterans Memorial Highway, Hauppauge, New York, United States. Ivy 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Ivy is well-equipped to provide comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and expertise in asset management, investment strategies, estate planning, insurance products, and retirement planning, Ivy is dedicated to helping clients achieve their financial goals.

Magii Inc. is a leading finance institution located at 490 Wheeler Road in Hauppauge, New York. With a strong reputation for excellence in the financial industry, Magii Inc. offers a wide range of financial services to clients in the United States. Our team of experienced professionals is dedicated to providing personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Magii Inc. is here to help. Visit us today to learn more about how we can help you secure your financial future.

Welcome to the Bank of New York Mellon, your trusted partner in financial services, conveniently located at 945 N Wellwood Ave, Hauppauge, New York. As a leading provider in the banking and financial sector, we offer a comprehensive range of services designed to meet your personal and business financial needs. Our facility includes state-of-the-art ATMs for quick and easy transactions, as well as personalized banking solutions to help you manage your finances effectively. Whether you are looking to open a new account, explore investment opportunities, or simply need assistance with your day-to-day banking, our professional and friendly staff are here to help. Visit us today to experience exceptional service and discover how we can support your financial journey.

Welcome to Citi, your trusted partner in banking and finance, conveniently located at 730 Veterans Memorial Highway, Hauppauge, New York. At Citi, we are committed to providing exceptional financial services tailored to meet the diverse needs of our community. Whether you're looking to open a new account, seek investment advice, or explore loan options, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on delivering personalized solutions and innovative banking products that help you achieve your financial goals. Visit us today and experience the Citi difference—where your financial well-being is our top priority.