TOP 30 Wealth preservation investment in Lindenhurst, New York

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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."

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.