Financial Planners in Merrick, NY

View all businesses that are OPEN 24 Hours
Thomas A Boatswain - Financial Advisor, Ameriprise Financial Services - Financial Planners
(516) 442-3254
49 W Merrick Rd Ste 104
Freeport, NY 11520
CLOSED NOW

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…

Edward Jones - Financial Advisor: Mike Lombardi, CFP® - Investments
(516) 783-3046
233 Bedford Ave
Bellmore, NY 11710

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Gary Marcus, CPA - Accountants-Certified Public
(516) 783-5519
2965 Bluepoint Ct
Wantagh, NY 11793
OPEN NOW

From Business: We Work With Individuals, Businesses, and all corporations Appointments Available Nights and Weekends Last Minute Tax Filing Available

PLS Financial Service - Payday Loans
(516) 377-1425
10 E Sunrise Hwy
Freeport, NY 11520
Annuity General - Financial Planners
(800) 335-1854

Serving the
Merrick 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…

Allstate Personal Financial Representative: David Bonner - Financial Planners
(516) 520-5859
749 Wantagh Ave
Wantagh, NY 11793
CLOSED NOW

From Business: I have represented Allstate since 2012 serving and helping protect our community with Allstate’s products and services.

Edelman Financial Engines - Financial Planners
(833) 752-6333
1130 Rxr Plz Ste 1130
Uniondale, NY 11556
CLOSED NOW

From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you…

Fellowship Home Loans - Financial Planners
(800) 804-7283
100 Merrick Rd 516e
Rockville Centre, NY 11570
OPEN NOW

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…

Joseph Ossandon - TD Wealth Financial Advisor - Financial Planners
(516) 252-7805
247 Long Beach Rd 3rd Fl
Oceanside, NY 11572
CLOSED NOW

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing…

Merrill Lynch Wealth Management - Financial Planners
(718) 225-9100
1142 Long Beach Rd
South Hempstead, NY 11550
Assurance Financial Advisory Services, LLC - Financial Planners
(631) 252-8901
1802 Hempstead Tpke
East Meadow, NY 11554
CLOSED NOW
Wells Fargo Advisors - Financial Planners
(516) 742-1111
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,…

Comprehensive Life Planning - Financial Planners
(631) 839-4704
Garden City, NY 11530
OPEN 24 Hours

From Business: Specialty in Maximizing Retirement Income including: · Pension Maximization · Comprehensive Life Planning Call for your Complimentary consultation John M. Da…

Tony Tax & Associates - Financial Planners
(718) 413-6126
Valley Stream, NY 11580
OPEN 24 Hours

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…

Veterans Homebuyers Network - Financial Planners
(917) 960-4260

Serving the
Merrick Area

OPEN NOW

From Business: We offer no-cost educational services to help you understand the ins and outs of the VA Home Loan Program and the home buying process. When a military veteran…

Dreyfus Corp - Investment Advisory Service
(516) 338-3759
144 Glen Curtiss Blvd
Uniondale, NY 11556

Must be careful witth service fees. I had 0 balance if you have 0 balance they dont charge service fees, they gave me 1 penny interest then charged me, since I had money in…

McKenna Financial Planning - Life Insurance
(516) 514-2556
626 RXR Plz
Uniondale, NY 11556
CLOSED NOW

From Business: As a CERTIFIED FINANCIAL PLANNER™ and President of McKenna Financial Planning, I help manage assets for individuals, families, trusts, retirement plans, and…

John Trotta - TD Wealth Relationship Manager - Investment Management
(860) 936-2338
1200 Wantagh Ave
Wantagh, NY 11793
CLOSED NOW

From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial…

Thomas Augustus Matera - Financial Advisor, Ameriprise Financial Services - Investment Advisory Service
(516) 797-7591
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…

Open Link - Investment Advisory Service
(516) 227-6600
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…

R & R Financial Planners Inc - Financial Planning Consultants
(516) 222-8850
1802 Hempstead Tpke
East Meadow, NY 11554
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