The 30 Best Wealth management services in Lindenhurst, New York

Top Line Brokerage Services is a premier insurance agency located at 116 Lane Street in Lindenhurst, New York. Our dedicated team of professionals is committed to providing top-notch brokerage services to meet all of your insurance needs. Whether you are looking for auto, home, life, or business insurance, we have you covered. With our extensive industry knowledge and personalized approach, you can trust us to find the best coverage options at competitive rates. Contact us today to experience the difference that Top Line Brokerage Services can make for you.

Kingsview Partners Lindenhurst Office is a leading finance institution located at 138 South 1st Street in Lindenhurst, New York. Our team of experienced professionals is dedicated to providing expert financial advice and services to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our team is here to help. Visit us today to learn more about how Kingsview Partners can help you secure your financial future.

Danaher Wealth Management is a premier financial institution located at 175 South Wellwood Avenue in Lindenhurst, New York. Specializing in finance, our team of experienced professionals provides expert wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Danaher Wealth Management is dedicated to providing personalized solutions tailored to your individual needs. Trust us to guide you towards financial success and security.

R. Seeger Wealth Management, Ltd. is a full-service wealth management firm located at 138 South 1st Street, Lindenhurst, New York, United States. Established in 2010, founder Richard Seeger serves as a fiduciary to clients along the East Coast, offering expertise in retirement services, estate planning, trust services, and next generation wealth education. Richard is a CERTIFIED FINANCIAL PLANNER™ and an active member of the Financial Planning Association of Long Island, always prioritizing his clients' best interests with transparency. With a background in Business Administration and Finance, Richard has obtained various FINRA licenses and continues to further his education through conferences and seminars. As a member of the Knights of Columbus, Richard values family and treats his clients as such. Consult with R. Seeger Wealth Management for personalized financial advice and strategies to help you achieve your financial goals.

Marguerite Danaher is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 175 South Wellwood Avenue, Lindenhurst, New York, United States. Marguerite holds various certifications such as 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 Marguerite's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various individuals, including retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Marguerite is dedicated to providing comprehensive and tailored financial advice to her clients."

Kingsview Partners Wealth Management, led by experienced Financial Planner Bill Koehler, is a trusted institution located at 138 South 1st Street in Lindenhurst, New York, United States. Specializing in finance, Kingsview Partners provides comprehensive wealth management services to help clients achieve their financial goals. With a personalized approach and a commitment to excellence, Bill Koehler and his team strive to provide expert financial planning and investment advice tailored to each individual's needs. Trust Kingsview Partners Wealth Management to guide you towards a secure financial future.

J & M Tax Services Inc is a reputable accounting and finance institution located at 152 West Hoffman Avenue in Lindenhurst, New York, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, J & M Tax Services Inc is dedicated to providing personalized and reliable assistance. Trust them to handle all your financial needs with expertise and professionalism.

Eb&a Accounting & Tax Services is a reputable institution located at 139 North Wellwood Avenue in Lindenhurst, New York, United States. Specializing in accounting and finance services, they provide expert guidance and support to individuals and businesses alike. With a team of experienced professionals, Eb&a Accounting & Tax Services offers a wide range of services including tax preparation, bookkeeping, financial planning, and more. Clients can trust in their expertise and dedication to helping them achieve their financial goals. Visit them today to see how they can help you with your accounting and tax needs.

Welcome to Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management. Located at 175 South Wellwood Avenue, Lindenhurst, New York, our practice is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Robert Gargiulo is a highly qualified financial advisor, holding numerous certifications that reflect a deep commitment to excellence and ethical standards in the finance industry. With credentials such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is equipped to address a wide range of financial planning needs, from investment strategies and asset allocation to estate planning and risk management.

Prudential Insurance Co is a reputable insurance agency located at 150 Sunrise Highway in Lindenhurst, New York, United States. With a strong presence in the insurance industry, Prudential offers a wide range of insurance products and services to meet the diverse needs of its clients. From life insurance to property and casualty insurance, Prudential is committed to providing reliable and comprehensive coverage to help individuals and businesses protect what matters most. With a team of experienced professionals, Prudential Insurance Co is dedicated to delivering exceptional customer service and tailored insurance solutions to ensure peace of mind for all its policyholders.

Global Planning Consultants is a leading insurance agency located at 805 Albin Avenue in Lindenhurst, New York. Our team of experienced consultants provides expert guidance and personalized planning to help individuals and businesses secure their financial future. From life insurance and health insurance to retirement planning and investment strategies, we offer a wide range of services to meet our clients' needs. Trust Global Planning Consultants to provide you with the protection and peace of mind you deserve. Contact us today to schedule a consultation.

Xpress Tax & Multiservices, LLC is a reputable accounting and finance institution located at 116 West Sunrise Highway in Lindenhurst, New York. Our team of professionals is dedicated to providing top-notch tax preparation, financial planning, and other related services to individuals and businesses in the area. With our expertise and personalized approach, we strive to help our clients achieve their financial goals and maximize their returns. Visit us today to experience the difference that Xpress Tax & Multiservices, LLC can make for your financial future.

The Tax & Financial Center is a reputable accounting and finance institution located at 940 New York 109 in Lindenhurst, New York, United States. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and bookkeeping. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Whether you are an individual or a business owner, The Tax & Financial Center is here to support you every step of the way. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

K SRA CPA PC is a reputable accounting and finance institution located at 41 East Sunrise Highway in Lindenhurst, New York. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and business consulting. Whether you are an individual looking for personal financial guidance or a business in need of accounting expertise, K SRA CPA PC is dedicated to providing top-notch service and helping clients achieve their financial goals.

Edward Jones - Financial Advisor: Vince Perrotta, AAMS™|CRPC™ is a reputable financial institution located at 183 South Wellwood Avenue in Lindenhurst, New York, United States. Specializing in finance, Vince Perrotta offers expert advice and personalized financial planning services to help clients achieve their financial goals. With certifications as an AAMS™ and CRPC™, clients can trust in his expertise and commitment to providing top-notch financial guidance. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Vince Perrotta at Edward Jones is dedicated to helping you make informed decisions and secure your financial future.

The Retirement Center, located at 125A South Wellwood Avenue in Lindenhurst, New York, is a comprehensive institution offering services in finance, health, insurance, and legal matters. Our team of experts specializes in Personal Financial Planning, Estate Planning, Medicaid Planning, Elder Law, Mortgages, Insurances, and Wealth Management. With our newly renovated office space, we provide a comfortable environment for clients to plan their retirement goals. Our passionate Retirement Specialists are dedicated to helping members of the community achieve financial preparedness for retirement, ensuring worry-free enjoyment of their assets. We prioritize education and transparency, offering guidance on Medicare, Social Security, Estate Planning, Mortgages, and Business Insurance. Contact us today for personalized financial advice and support in achieving your retirement dreams.

Welcome to Island Elite Inc., your premier destination for top-tier services in Lindenhurst, New York. Conveniently located at 100 South Strong Avenue, Island Elite Inc. is dedicated to providing exceptional quality and personalized solutions to meet your unique needs. Our team of experienced professionals is committed to delivering excellence in every aspect of our service, ensuring your complete satisfaction. Whether you're looking for expert guidance or bespoke services, Island Elite Inc. stands out as a trusted name in the community. Visit us today and experience the elite difference!

Welcome to Mr. Robert Pesci Physiotherapy, your trusted partner in health and wellness located at 256 North Wellwood Avenue, Lindenhurst, New York. Specializing in personalized physiotherapy services, Mr. Robert Pesci is dedicated to helping you achieve optimal physical health and enhance your quality of life. With a compassionate approach and a wealth of experience, we offer tailored treatment plans designed to meet your unique needs, whether you're recovering from an injury, managing chronic pain, or seeking to improve your overall mobility. Our state-of-the-art facility provides a welcoming and supportive environment where you can focus on healing and rehabilitation. Visit us today and take the first step towards a healthier, more active lifestyle. Your journey to wellness starts here with Mr. Robert Pesci Physiotherapy.

Welcome to Chase ATM located at 655 Wellwood Avenue, Lindenhurst, New York 11757. As a part of JPMorgan Chase & Co., our ATM provides convenient access to your financial needs, offering a range of services to help manage your finances efficiently. Whether you need to withdraw cash, check your account balance, or make deposits, our ATM is here to serve you 24/7. At Chase, we are committed to supporting both personal and business banking needs. Our Business Banking solutions offer expert guidance to improve cash flow, provide credit solutions, and manage payroll effectively. We also offer a suite of online and mobile services, business credit cards, and payment acceptance solutions tailored specifically for businesses.

Welcome to Chase Bank, conveniently located at 655 North Wellwood Avenue, Lindenhurst, New York 11757, United States. As a leading provider of financial services, we offer a wide range of banking solutions designed to meet your personal and business needs. Our branch provides comprehensive banking services, including ATMs for easy cash access and a full suite of financial services to help you manage your finances effectively. With Chase, you can benefit from our expertise in business banking, where our dedicated team of professionals can assist you in improving cash flow, providing credit solutions, and managing payroll efficiently.

Welcome to Citi, your trusted partner in banking and financial services, conveniently located at 120 Sunrise Highway, North Lindenhurst, New York. At Citi, we are committed to providing you with a comprehensive range of financial solutions to meet your personal and business needs. Whether you're looking to access ATM services, open a new account, or seek expert financial advice, our dedicated team is here to assist you every step of the way. Experience the convenience and reliability of our services as we strive to help you achieve your financial goals. Visit us today and discover why Citi is the preferred choice for banking and finance in North Lindenhurst.

Welcome to The Professional Fundraiser Inc. Located in the heart of Lindenhurst, New York, The Professional Fundraiser Inc. is your premier partner in finance and fundraising solutions. With a deep commitment to empowering organizations and individuals, we specialize in crafting bespoke fundraising strategies that drive success and achieve financial goals.

Welcome to Chase Bank, located at 166 South Wellwood Avenue, Lindenhurst, New York 11757. As a trusted leader in the banking and financial sector, we are dedicated to providing comprehensive financial solutions to individuals and businesses in our community. At our Lindenhurst branch, you can access a wide range of banking services tailored to meet your needs. Whether you're looking to manage your personal finances or seeking specialized business banking solutions, our team of experienced professionals is here to assist you. We offer guidance on improving cash flow, providing credit solutions, and managing payroll, alongside online and mobile services for your convenience.

Chase ATM at 166 South Wellwood Avenue, Lindenhurst, NY Welcome to the Chase ATM located at 166 South Wellwood Avenue, Lindenhurst, New York. As a part of JPMorgan Chase & Co., we are committed to providing you with convenient and secure banking services. Our ATM offers a wide range of financial services to meet your everyday banking needs, including cash withdrawals, deposits, and balance inquiries.

Welcome to USAA, your trusted financial partner located conveniently at 200 East Montauk Highway, Lindenhurst, New York. As a leading provider of financial services, we are committed to offering a seamless and secure banking experience to our valued customers. Our ATM services are designed to provide you with quick and easy access to your funds, anytime you need it. Whether you're looking to withdraw cash, check your account balance, or manage your finances, our state-of-the-art ATM is here to serve you. At USAA, we pride ourselves on delivering exceptional service and support to help you achieve your financial goals. Visit us today and experience the convenience and reliability that USAA is known for.

Welcome to Cameron Cisek: Licensed Real Estate Agent, Exit Family Realty, your trusted partner in navigating the vibrant real estate market of Lindenhurst, New York. Conveniently located at 202 North Wellwood Avenue, our office is dedicated to providing personalized and professional real estate services to meet your unique needs. Whether you're buying your first home, selling a property, or looking for investment opportunities, Cameron Cisek brings a wealth of knowledge and a commitment to excellence to every transaction. As a part of the renowned Exit Family Realty, we leverage cutting-edge technology, market insights, and a client-focused approach to ensure a seamless and rewarding real estate experience.