Wealth management firms in usa in Huntington, New York

Traverse Capital Management LLC is a leading finance institution located at 82 Main Street in Huntington, New York, United States. Our team of experienced professionals specializes in providing personalized investment management services to help our clients achieve their financial goals. With a focus on integrity, transparency, and client satisfaction, we are dedicated to delivering superior results and building long-lasting relationships with our clients. Contact us today to learn more about how we can help you navigate the complexities of the financial markets and secure your financial future.

Ettinger Law Firm is a renowned institution specializing in elder law and estate planning services. Located at 1 Huntington Quadrangle in Melville, New York, this firm is dedicated to providing expert legal guidance and support to individuals and families in need of estate planning assistance. With a team of experienced lawyers, Ettinger Law Firm offers personalized solutions tailored to meet each client's unique needs and goals. Whether you are looking to create a will, establish a trust, or navigate the complexities of Medicaid planning, the professionals at Ettinger Law Firm are here to help. Trustworthy, reliable, and committed to excellence, Ettinger Law Firm is your go-to destination for all your elder law and estate planning needs.

Safe Harbor Asset Management, Inc. is a finance institution located at 167 East Main Street, Huntington, New York, United States. As a “Fee Only” SEC Registered Investment Adviser, the firm takes on the fiduciary responsibility of managing your family’s wealth to protect it from increasing risk and taxes. They offer advisory services on a discretionary and non-discretionary basis. Specializing in investment-grade property alternatives for 1031 Exchanges nationwide, Safe Harbor Asset Management, Inc. provides a wide range of DSTs to their investor clients at a lower cost. Their investment process is guided by Modern Portfolio Theory, using a global strategic Asset Allocation model to construct portfolios around index and enhanced index funds.

Dynamic Financial Services, Ltd. is a leading finance institution located at 36 Schiller Avenue in Huntington Station, New York, United States. With a strong reputation for providing innovative financial solutions, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Dynamic Financial Services, Ltd. is here to help. Contact us today to learn more about how we can support your financial needs.

Client Focused Advisors, a member of Royal Alliance Associates, is a leading finance institution located at 191 New York Avenue in Huntington, New York. Our dedicated team of advisors is committed to providing personalized financial solutions tailored to meet the unique needs and goals of each client. With a focus on building long-lasting relationships, we strive to deliver exceptional service and guidance to help our clients achieve financial success. Whether you are planning for retirement, investing for the future, or seeking advice on wealth management, Client Focused Advisors is here to support you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Christopher Kuber, a financial consultant at Ameriprise Financial Services, LLC, located at 7 East Carver Street in Huntington, New York, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Christopher works closely with clients to document their goals, track progress, and adjust strategies as life changes. Clients can access their investments and accounts from any device, securely track progress, and schedule complimentary initial consultations to discuss financial planning concepts. Christopher Kuber is registered to conduct securities business in select states and clients can verify his qualifications on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, cannot guarantee future financial results but is committed to helping clients achieve their financial goals. Feel free to refer friends and family members for personalized financial guidance from Christopher Kuber.

Brendan Joseph Carey - Financial Advisor at Ameriprise Financial Services, LLC, located at 7 East Carver Street, Huntington, New York, United States, offers personalized financial planning services tailored to your individual goals and risk tolerance. From retirement planning to major purchases, Brendan provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial strategy adapts to life changes. With secure online access to your accounts, you can track your progress towards your goals anytime, anywhere. Schedule a complimentary initial consultation to learn more about how Brendan can help you reach your financial goals. Please note that Brendan may only conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Contact Brendan today to discuss your financial priorities and start working towards a secure financial future.

The WJ Valone Agency is a trusted institution located at 179 New York Avenue in Huntington, New York. Specializing in finance, insurance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance and guidance to our clients. Whether you are seeking financial advice, insurance coverage, or legal representation, we are here to help. Trust The WJ Valone Agency for all your financial, insurance, and legal needs.

The Law Offices of Kristen Cahill PC is a reputable legal firm located at 205 East Main Street in Huntington, New York, United States. Led by experienced attorney Kristen Cahill, the firm specializes in a wide range of legal services including family law, estate planning, real estate, and civil litigation. With a strong commitment to providing personalized and effective legal representation, the team at The Law Offices of Kristen Cahill PC is dedicated to helping clients navigate the complexities of the legal system and achieve favorable outcomes in their cases. Whether you are facing a divorce, need assistance with drafting a will, or require representation in a real estate transaction, you can trust the skilled professionals at this firm to guide you through the process with integrity and expertise.

Sobel Law Group LLC is a reputable law firm located in Huntington, New York. Specializing in various legal services, their team of experienced lawyers are dedicated to providing top-notch representation and personalized solutions to their clients. Whether you are in need of assistance with family law, real estate law, or estate planning, Sobel Law Group LLC is committed to helping you navigate the legal system with ease. With a convenient location on New York Avenue, their office is easily accessible for clients in the Huntington area. Trust Sobel Law Group LLC for all your legal needs.

Novick & Associates, PC is a boutique law firm located in Huntington, New York, specializing in wills, trusts, and estate litigation. With over 30 years of experience, our team of dedicated professionals is here to help you navigate the complexities of estate planning and litigation. Founder Donald Novick is a respected pioneer in the field, with a reputation for defending inheritance rights and carrying out the intentions of decedents. Our firm offers full litigation services for disputed estates, ensuring that your loved one's last wishes are honored. From wills and powers of attorney to guardianship and probate, we provide the highest quality legal counsel for individuals and families throughout New York. Contact Novick & Associates today to learn why we are the estate litigation attorneys you need.

Devine Solutions is a leading institution located at 39 Monaton Drive in Huntington Station, New York. We offer a wide range of solutions and services to help individuals and businesses achieve their goals and overcome challenges. Our team of experienced professionals is dedicated to providing top-notch guidance and support to our clients. Whether you need assistance with financial planning, business development, or personal growth, Devine Solutions is here to help you succeed. Contact us today to learn more about how we can assist you in reaching your full potential.

Charles Schwab is a renowned finance institution located at 50 West Jericho Turnpike in Huntington Station, New York, United States. With a strong reputation for providing a wide range of financial services and products, Charles Schwab is a trusted name in the industry. From investment management to retirement planning, Charles Schwab offers expert guidance and personalized solutions to help individuals achieve their financial goals. Whether you are a seasoned investor or just starting out, Charles Schwab is committed to providing top-notch service and support to help you navigate the complexities of the financial world.

FM International is a premier finance institution located at 11 Prospect Street in Huntington, New York, United States. With a reputation for excellence and expertise in the financial industry, FM International offers a wide range of financial services to individuals and businesses alike. Whether you are looking for investment advice, wealth management solutions, or assistance with financial planning, our team of experienced professionals is here to help you achieve your financial goals. Visit us today to experience the difference that FM International can make in your financial future.

Merrill Edge is a finance institution located at 101 Walt Whitman Road in Huntington Station, New York, United States. They offer online investing, trading, brokerage, and financial advice services. Clients can get started with Merrill Guided Investing and pay $0 in program fees for the first 6 months. The institution provides a broad range of brokerage and investment advisory services, including financial planning. They also offer banking products through Bank of America, N.A. and affiliated banks. Merrill Edge emphasizes the importance of understanding the risks involved in investing in securities, and provides detailed information on fees, returns, and expenses to help clients make informed decisions. Additionally, they offer insurance services through Merrill Lynch Life Agency Inc., a wholly owned subsidiary of BofA Corp.

Ben Eckstein & Co is a reputable finance institution located at 175 West Carver Street in Huntington, New York, United States. With a strong focus on providing top-notch financial services to individuals and businesses, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, we are here to provide personalized solutions tailored to your specific needs. Trust Ben Eckstein & Co for expert financial guidance and superior customer service.

Nelson, Mayoka & Co. is a reputable accounting and finance institution located at 7 High Street in Huntington, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Nelson, Mayoka & Co. is dedicated to helping their clients achieve their financial goals. Trustworthy, reliable, and committed to excellence, this institution is a top choice for all your accounting and finance needs.

Peter J Bertuglia, CPA, P.C. is a reputable accounting and finance institution located at 33 Walt Whitman Road in Huntington Station, New York, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants are dedicated to helping individuals and businesses achieve their financial goals with precision and professionalism. Trust Peter J Bertuglia, CPA, P.C. for all your accounting and finance needs.

Laurie B. Kazenoff, Esq. LL.M., Tax Attorney is a prestigious institution located at 775 Park Avenue in Huntington, New York, United States. Specializing in accounting, finance, and legal services, this institution is renowned for its expertise in tax law. With a focus on providing personalized and professional assistance to clients, Laurie B. Kazenoff, Esq. LL.M., Tax Attorney is dedicated to helping individuals and businesses navigate complex tax issues and achieve their financial goals.

Ferbin Michael CPA is a reputable accounting and finance institution located at 33 Walt Whitman Road in Huntington Station, New York, United States. With a team of experienced professionals, Ferbin Michael CPA offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Ferbin Michael CPA is dedicated to providing top-notch solutions tailored to meet your specific needs. Trust Ferbin Michael CPA for all your accounting and finance needs.

Capraro Centofranchi & Kramer is a reputable accounting and finance institution located at 110 Walt Whitman Road in Huntington Station, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. From tax preparation to financial planning, Capraro Centofranchi & Kramer is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Ronald Liss is a reputable accounting and finance institution located at 1776 East Jericho Turnpike in Huntington, New York, United States. With a team of experienced professionals, Ronald Liss offers a wide range of services including tax preparation, financial planning, and consulting. Clients can trust in the expertise and dedication of the staff at Ronald Liss to help them navigate complex financial matters and achieve their goals.

Feldman, Weisberg Lesk & Kampfer LLP is a reputable accounting and finance institution located at 1776 East Jericho Turnpike in Huntington, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial consulting. Clients can trust Feldman, Weisberg Lesk & Kampfer LLP to provide expert guidance and support for all their accounting and financial needs.

Slater, Kavitt & Schultz, LLP is a leading accounting and finance institution located at 1 Huntington Quadrangle in Melville, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Their expertise and dedication to client satisfaction make them a trusted partner for individuals and businesses alike.

Ameriquest Capital is a financial institution located in Melville, New York, United States. We specialize in providing a wide range of financial services, including investment management, wealth management, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Ameriquest Capital is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Welcome to Lazazzaro Robert, your trusted legal partner located in the heart of Huntington Station, New York. Situated at 4 Suffolk Place, our practice is dedicated to providing comprehensive legal services with a personal touch. As a highly experienced lawyer, Robert Lazazzaro specializes in offering expert guidance and representation tailored to meet the unique needs of each client. Whether you're facing a complex legal issue or seeking advice on personal or business matters, our commitment to excellence and client satisfaction is unwavering. At Lazazzaro Robert, we pride ourselves on our ability to navigate the intricacies of the legal system, ensuring that your rights and interests are protected every step of the way. Visit us today to experience professional legal services with a dedication to achieving the best possible outcomes for our clients.

Welcome to M&T Bank, your trusted partner in banking and financial services located conveniently at 182 East Main Street, Huntington, New York. As a cornerstone of the local community, we are committed to providing personalized financial solutions tailored to meet your unique needs. Whether you're looking for personal banking, business banking, or investment services, our dedicated team is here to assist you every step of the way. At M&T Bank, we prioritize customer satisfaction and strive to build long-lasting relationships based on trust and integrity. Visit us today and discover how we can help you achieve your financial goals with confidence and convenience.

Welcome to Capital Coverage, your trusted insurance agency located in the heart of Huntington Station, New York. Conveniently situated at 1895 New York Avenue, our dedicated team is committed to providing personalized insurance solutions tailored to meet your unique needs. Whether you're seeking coverage for your home, vehicle, business, or personal assets, we offer a comprehensive range of insurance products to ensure you and your loved ones are protected. At Capital Coverage, we pride ourselves on delivering exceptional customer service and expert advice, helping you navigate the complexities of insurance with ease and confidence. Visit us today and discover why we are Huntington Station's preferred choice for reliable and affordable insurance coverage. Your peace of mind is our top priority.

Welcome to the Chase ATM located at 55 West Jericho Turnpike, Huntington Station, New York 11746. As a part of JPMorgan Chase & Co., our ATM offers convenient access to your financial needs, 24/7. Whether you're withdrawing cash, checking your account balance, or transferring funds, our ATM is equipped to serve you with ease and security. For those interested in more comprehensive financial services, Chase provides a variety of offerings tailored to both personal and business needs. Our Business Banking services include expert guidance to enhance cash flow, credit solutions, and payroll management. We also offer online and mobile banking services, business credit cards, and payment acceptance solutions specifically designed for businesses.

Welcome to Valley Bank, your trusted financial partner located at 580 East Jericho Turnpike, Huntington Station, New York. At Valley Bank, we are dedicated to providing exceptional banking services tailored to meet the diverse financial needs of our community. As a full-service bank, we offer a comprehensive range of financial solutions including personal and business banking, loans, mortgages, and investment services. Our state-of-the-art ATM services ensure convenient and secure access to your funds anytime you need. With a commitment to customer service excellence, our knowledgeable team is here to assist you in achieving your financial goals. Visit Valley Bank today and experience the difference of a locally-focused financial institution that prioritizes your success.