Wealth planning experts in Mineola, New York

Alain Martin - TD Wealth Financial Advisor is a leading financial institution located at 540 Jericho Turnpike in Mineola, New York, United States. As a trusted advisor, Alain Martin offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Alain Martin provides expert guidance and support to individuals and families looking to secure their financial future. With a commitment to excellence and a dedication to client satisfaction, Alain Martin - TD Wealth Financial Advisor is a top choice for those seeking professional financial advice and services.

B. Riley Wealth Tax Services in Mineola, NY, located at 181 East Jericho Turnpike, offers expert tax services for individuals and businesses. Our team of professionals can help you minimize tax liabilities and navigate the complexities of tax season and beyond. With a focus on comprehensive financial strategies, our tax professionals are well-versed in the latest tax law changes for the 2023 tax year. Whether you need assistance with your tax return or a total tax management plan, our dedicated team can provide the expertise needed to help you keep more of what you earn and grow your net worth over time. We also offer guidance on important changes impacting companies, such as the new beneficial ownership information reporting requirement.

Pete Verma - Mortgage Loan Officer is a reputable financial institution located at 111 Mineola Avenue in Roslyn Heights, New York. As a dedicated mortgage loan officer, Pete Verma provides expert guidance and personalized assistance to clients seeking to secure financing for their dream homes or investment properties. With a wealth of experience in the industry, Pete Verma is committed to helping clients navigate the complex world of mortgage lending with ease and confidence. Whether you are a first-time homebuyer or a seasoned investor, Pete Verma - Mortgage Loan Officer is here to help you achieve your financial goals.

Goydas Capital Investment Management is a leading finance institution located at 222 Old Country Road in Mineola, New York. Our team of experienced professionals specializes in providing expert investment management services to help clients achieve their financial goals. With a focus on strategic planning and personalized solutions, we strive to deliver exceptional results and build long-lasting relationships with our clients. Trust Goydas Capital Investment Management to guide you towards a prosperous financial future.

A. Verrelli and Associates is a reputable finance institution located at 285 Jericho Turnpike in Mineola, New York. With years of experience in the financial industry, our team of experts is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to help you achieve your financial goals. Trust A. Verrelli and Associates to handle all your financial needs with professionalism and expertise.

Achilleas Psihudakis, a financial advisor at Ameriprise Financial Services, LLC, located at 300 Old Country Road in Mineola, New York, offers personalized financial planning services to help clients achieve their financial goals. With a focus on areas such as retirement planning, investment management, and estate planning, Achilleas Psihudakis has the expertise and experience to guide clients towards financial success. Clients can review his background, credentials, and experience to ensure a good fit for their needs. By filling out a "Request consultation" form, clients can connect with Achilleas Psihudakis for a complimentary initial consultation to discuss their financial goals and create a customized financial plan.

Kaplan & Associates PLLC is a trusted accounting and finance institution located at 23 Roslyn Road in Mineola, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. Whether you need help with tax preparation, financial planning, or business consulting, Kaplan & Associates PLLC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a top choice for all your accounting and finance needs.

Alizio Law, PLLC - Tax Attorney, located at 1551 Franklin Avenue in Mineola, New York, is a trusted institution specializing in accounting, finance, and legal services. Led by the experienced Peter E. Alizio, this firm understands the power and authority held by the IRS and NYS Department of Taxation and Finance. They offer expert guidance and representation to individuals facing issues such as wage garnishment, asset levies, driver's license suspensions, and passport revocations due to unpaid taxes. With a focus on providing support to the Mineola and Nassau County small business community, Alizio Law, PLLC assists clients in Nassau County, Suffolk County, Long Island, and throughout New York State. Their team is dedicated to helping taxpayers navigate complex tax problems and challenges, offering services such as tax return reviews, correction of errors, and filing of past due tax returns.

Ernest D Loewenwarter & Co is a renowned accounting and finance institution located at 200 Old Country Road in Mineola, New York, United States. With a team of highly skilled professionals, they provide expert financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Ernest D Loewenwarter & Co is dedicated to helping you achieve your financial goals. Trust in their expertise and experience to guide you towards a secure financial future.

Welcome to the practice of Robert Yohannan, MD, a board-certified Nephrologist dedicated to providing expert care in kidney-related diseases, including high blood pressure, electrolyte disorders, and chronic kidney disease. Located at 5 Cuba Hill Road, Greenlawn, New York, Dr. Yohannan has been serving the Huntington area since 2010 with a commitment to excellence and patient-centered care. Dr. Yohannan brings a wealth of experience to his practice, having completed his medical residency at Lutheran Medical Center and Maimonides Medical Center in 2003, followed by a distinguished career in Hospitalist medicine in Massachusetts. His passion for Nephrology led him back to New York, where he completed a fellowship in Nephrology and Hypertension at Winthrop University Hospital in 2010. As a certified Clinical Hypertension Specialist since 2012 and a member of the American Society of Nephrology, Dr. Yohannan has a keen interest in Glomerulonephritis and Hypertension.

Welcome to Barry K. Honigman, Attorney at Law, your trusted partner in business and life planning. Located at 225 Old Country Road, Melville, New York, our professional NY law firm has been dedicated to assisting clients with comprehensive succession and estate planning for over 40 years. Led by Barry K. Honigman, a seasoned attorney and Certified Public Accountant, we provide peace of mind by expertly organizing your affairs and resolving legal issues with precision and care. Our boutique-style firm offers the personalized attention of a small practice while delivering the extensive resources typically found in larger firms. We cater to a diverse clientele, from corporate principals and small business owners to individuals focused on family security. Mr. Honigman is renowned for his responsiveness and tailored approach, ensuring each client's unique needs are met with clear advice and detailed legal strategies.