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State DirectoryFinancial Planners in Massapequa, NY
1. Investment Insight Wealth Management, LLC
36 West Dr, Massapequa, NY 11758
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…
2. Ameriprise Financial
69 Grand Ave, Massapequa, NY 11758
From Business: The advisor listed is an Ameriprise financial advisor in Massapequa. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…
8. Edward Jones - Financial Advisor: Laura A Raad
1005 Park Blvd, Massapequa Park, NY 11762
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
9. Thomas Augustus Matera - Financial Advisor, Ameriprise Financial Services
4510 Merrick Rd, Massapequa, NY 11758
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…
12. Doral Asset Managers Inc
248 N Maple St, Massapequa, NY 11758
13. North Shore Wealth Management Group, LLC
5000 Merrick Rd, Massapequa, NY 11758
17. Annuity General
Serving the Massapequa Area
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…
18. Allstate Personal Financial Representative: David Bonner
749 Wantagh Ave, Wantagh, NY 11793
From Business: I have represented Allstate since 2012 serving and helping protect our community with Allstate’s products and services.
19. Northeast Risk Managament Group Inc
640 Fulton St Ste 7, Farmingdale, NY 11735
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…
20. Comprehensive Life Planning
Garden City, NY 11530
From Business: Specialty in Maximizing Retirement Income including: · Pension Maximization · Comprehensive Life Planning Call for your Complimentary consultation John M. Da Silva Financial…
21. Tony Tax & Associates
Valley Stream, NY 11580
From Business: Tony tax understand you are struggle and can't help you fix it. It is important to check and properly optimize your federal and state tax withholdings (before it's time to file…
22. Gary Marcus, CPA
2965 Bluepoint Ct, Wantagh, NY 11793
From Business: We Work With Individuals, Businesses, and all corporations Appointments Available Nights and Weekends Last Minute Tax Filing Available
23. Skye Legacy Planning
500 Bi County Blvd Ste 465, Farmingdale, NY 11735
From Business: We will walk you through a step-by-step process that will help you feel confident in your estate, retirement and legacy planning decisions. A comprehensive plan will safeguard…
25. McKenna Financial Planning
Rockville Centre, NY 11570
From Business: As a CERTIFIED FINANCIAL PLANNER™ and President of McKenna Financial Planning, I help manage assets for individuals, families, trusts, retirement plans, and businesses. It…
27. Christopher J Fucci - Financial Advisor, Ameriprise Financial Services
150 Broadhollow Rd Ste 205, 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. Edelman Financial Engines
1130 Rxr Plz Ste 1130, Uniondale, NY 11556
From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…
29. Dave Someria - Associate Financial Advisor, Ameriprise Financial Services
85 E Old Country Rd, Hicksville, NY 11801
From Business: Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes…
30. James Bilger - Thrivent
1400 Old Country Rd Ste 413, Westbury, NY 11590
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. James Bilger is committed to providing financial advice,…