Financial Planners in Amityville, NY

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1. Annuity General

Annuity General

Serving the 11701 Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

2. Marguerite Danaher - Private Wealth Advisor, Ameriprise Financial Services

Marguerite Danaher - Private Wealth Advisor, Ameriprise Financial Services

175 S Wellwood Ave, Lindenhurst, NY 11757

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

3. Federmann Financial Services

Federmann Financial Services

Rocky Point, NY 11778

CLOSED NOW:9:00 am - 5:00 pm

From Business: 745 Route 25A Suite C, PO Box 5729, Rocky Point NY 11778

YP
19 Years
in Business

10. American Capital Partners LLC

American Capital Partners LLC

Serving the 11701 Area

CLOSED NOW:9:00 am - 5:00 pm

From Business: American Capital Partners, LLC has provided information pursuant to SEC Rule(s) 605 and 606 that requires firms to make publicly available, quarterly reports on the firm's…

13. Investment Insight Wealth Management, LLC

Investment Insight Wealth Management, LLC

36 West Dr, Massapequa, NY 11758

CLOSED NOW:Closed

From Business: Investment Insight Wealth Management, LLC is a Registered Investment Adviser serving businesses, retirement plans and high net worth investors. Our independent adviser status…

YP
15 Years
in Business

15. James Connolly Financial Advisor

James Connolly Financial Advisor

500 W Main St, Babylon, NY 11702

From Business: James Connolly Financial Advisor offers personalized financial planning services, helping clients achieve their goals with expert guidance. From retirement planning to…

16. Northeast Risk Managament Group Inc

Northeast Risk Managament Group Inc

640 Fulton St Ste 7, Farmingdale, NY 11735

CLOSED NOW:8:00 am - 10:00 pm

From Business: We are a purpose-driven company advancing your financial health so you can boldly pursue your purpose. It’s our mission to drive financial outcomes in your life not just…

17. Planning Financial Futures Inc

Planning Financial Futures Inc

1895 Walt Whitman Rd Ste 6, Melville, NY 11747

CLOSED NOW:8:30 am - 5:00 pm

From Business: Planning Financial Futures, Inc and it's founder/president Jeffrey C. Lewis (CFP, ChFC, LUTCF, RHU, CLU) have 25 years of experience in financial services industry. The company…

18. Allstate Personal Financial Representative: Craig Mehlsack

Allstate Personal Financial Representative: Craig Mehlsack

1135 Deer Park Ave, North Babylon, NY 11703

CLOSED NOW:Closed

From Business: I help people protect their families and reach their financial goals and build there retirement. Allstate has plenty of solutions available.

19. Beacon Wealth Management, Inc.

Beacon Wealth Management, Inc.

105 Maxess Rd Ste S124, Melville, NY 11747

From Business: Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in…

20. Richard Mazur - Financial Advisor, Ameriprise Financial Services

Richard Mazur - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

21. Joseph Marinaccio - Financial Advisor, Ameriprise Financial Services

Joseph Marinaccio - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY 11747

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

22. John Creeron - Financial Advisor, Ameriprise Financial Services

John Creeron - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

23. Wendy Gorman - Financial Advisor, Ameriprise Financial Services

Wendy Gorman - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

24. John Bellontine Financial Advisor - Montauk Wealth Management

John Bellontine Financial Advisor - Montauk Wealth Management

105 Maxess Rd Ste 314, Melville, NY 11747

From Business: Selected by Dave Ramsey, John Bellontine is the SmartVestor Pro in your area. I am proud to be a vetted SmartVestor Pro for the Long Island region. I offer complementary…

25. Allstate Personal Financial Representative: DAMIAN MARTORELLA

Allstate Personal Financial Representative: DAMIAN MARTORELLA

534 Broadhollow Rd Ste 250, Melville, NY 11747

CLOSED NOW:Closed

From Business: As a Personal Financial Representative in Melville, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each…

26. Alex Metzler - Associate Financial Advisor, Ameriprise Financial Services

Alex Metzler - Associate Financial Advisor, Ameriprise Financial Services

1 Huntington Quad Ste 3N15, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

27. Andrew Drost - Private Wealth Advisor, Ameriprise Financial Services

Andrew Drost - Private Wealth Advisor, Ameriprise Financial Services

1 Huntington Quad Ste 3N15, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

28. Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services

Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services

445 Broadhollow Rd Ste 317, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

29. Eric Abney - Private Wealth Advisor, Ameriprise Financial Services

Eric Abney - Private Wealth Advisor, Ameriprise Financial Services

445 Broadhollow Rd Ste 317, Melville, NY 11747

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

30. Maria G DeGennaro - Financial Advisor, Ameriprise Financial Services

Maria G DeGennaro - Financial Advisor, Ameriprise Financial Services

445 Broadhollow Rd Ste 317, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

We found 483 results for Financial Planners in or near 11701.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investment Advisory Service. 5 of these businesses have an A/A+ BBB rating. 2 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Melville, Garden City, and East Garden City.