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State DirectoryFinancial Planners in Merrick, NY
1. Thomas A Boatswain - Financial Advisor, Ameriprise Financial Services
49 W Merrick Rd Ste 104, Freeport, NY 11520
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…
2. Edward Jones - Financial Advisor: Mike Lombardi, CFP®
233 Bedford Ave, Bellmore, NY 11710
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…
3. 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
5. Annuity General
Serving the Merrick 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…
6. 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.
7. 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…
8. Fellowship Home Loans
100 Merrick Rd 516e, Rockville Centre, NY 11570
From Business: As home lenders, Fellowship Home Loans pride themselves on always doing the right thing for their clients and those that follow them on the radio. We work tirelessly to find…
9. Allstate Personal Financial Representative: Rafael Ceara
386 Atlantic Ave, Freeport, NY 11520
13. Assurance Financial Advisory Services, LLC
1802 Hempstead Tpke, East Meadow, NY 11554
14. Wells Fargo Advisors
Garden City, NY 11530
From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…
15. 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…
16. 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…
17. Dreyfus Corp
144 Glen Curtiss Blvd, Uniondale, NY 11556
From Business: Ivy Asset Management Corp. is a hedge fund of funds and alternative investment management firm with more than $14 billion in assets. Ivy Asset Management Corp. provides real…
18. McKenna Financial Planning
626 RXR Plz, Uniondale, NY 11556
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…
20. 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…
21. Open Link
700 Rxr Plz, Uniondale, NY 11556
From Business: OpenLink Financial was founded in 1992. A group of software engineers created the company s specific framework, a software environment that supports certain requirements and…
30. 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…