Financial Planners in Farmingdale, NY

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1. Northeast Risk Managament Group Inc

Northeast Risk Managament Group Inc

640 Fulton St Ste 7, Farmingdale, NY 11735

OPEN 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…

2. Edward Jones - Financial Advisor: Boris Mikhail, CEPA®

Edward Jones - Financial Advisor: Boris Mikhail, CEPA®

322 Main St, Farmingdale, NY 11735

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

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

3. Skye Legacy Planning

Skye Legacy Planning

500 Bi County Blvd Ste 105, Farmingdale, NY 11735

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

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…

4. Investment Insight Wealth Management, LLC

Investment Insight Wealth Management, LLC

36 West Dr, Massapequa, NY 11758

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

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

5. Tony Tax & Associates

Tony Tax & Associates

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 it's time to file…

6. 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…

7. 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…

8. 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:9:00 am - 5:00 pm

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…

9. Ted Boutis - Financial Advisor, Ameriprise Financial Services

Ted Boutis - 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…

10. Joseph Marinaccio - Financial Advisor, Ameriprise Financial Services

Joseph Marinaccio - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY 11747

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

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…

11. Charter Oak Financial - Melville, NY

Charter Oak Financial - Melville, NY

48 S Service Rd Ste 400, Melville, NY 11747

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

From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future. The…

12. Dennis Miller - Private Wealth Advisor, Ameriprise Financial Services

Dennis Miller - Private Wealth Advisor, Ameriprise Financial Services

48 S Service Rd Ste 403, Melville, NY 11747

CLOSED NOW:9:15 am - 4:00 pm

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…

13. Prudential - Matt Donnino

Prudential - Matt Donnino

324 S Service Rd Ste 10A, Melville, NY 11747

CLOSED NOW:9:00 am - 7:00 pm

From Business: PRUDENTIAL - MATT DONNINO Provides Financial Services, Investments and Insurance to the Melville, NY Area.

14. Bryant Weintraub - Branch Manager, Ameriprise Financial Services

Bryant Weintraub - Branch Manager, Ameriprise Financial Services

200 Broadhollow Rd Ste 302, Melville, NY 11747

CLOSED NOW:8:00 am - 6:00 pm

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…

15. Matthew Mandell - Private Wealth Advisor, Ameriprise Financial Services

Matthew Mandell - Private Wealth Advisor, Ameriprise Financial Services

200 Broadhollow Rd Ste 302, Melville, NY 11747

CLOSED NOW:8:30 am - 4:30 pm

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…

16. Lev Brickman - Financial Advisor, Ameriprise Financial Services

Lev Brickman - Financial Advisor, Ameriprise Financial Services

200 Broadhollow Rd Ste 302, Melville, NY 11747

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

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…

17. Donald Johannes - Financial Advisor, Ameriprise Financial Services

Donald Johannes - Financial Advisor, Ameriprise Financial Services

200 Broadhollow Rd Ste 302, Melville, NY 11747

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

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…

18. Allstate Personal Financial Representative: David Bonner

Allstate Personal Financial Representative: David Bonner

749 Wantagh Ave, Wantagh, NY 11793

CLOSED NOW:9:00 am - 6:00 pm

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

19. Peter Montalvo - Financial Advisor, Ameriprise Financial Services

Peter Montalvo - Financial Advisor, Ameriprise Financial Services

4722 Sunrise Hwy Ste E, Massapequa Park, NY 11762

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…

20. Ameriprise Financial

Ameriprise Financial

69 Grand Ave, Massapequa, NY 11758

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

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…

21. Dave Someria - Associate Financial Advisor, Ameriprise Financial Services - Closed

Dave Someria - Associate Financial Advisor, Ameriprise Financial Services - Closed

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…

22. Wells Fargo Advisors

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…

23. Comprehensive Life Planning

Comprehensive Life Planning

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 Silva Financial…

24. Birnbaum Advisory

Birnbaum Advisory

575 Broadhollow Rd, Melville, NY 11747

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

From Business: BIRNBAUM ADVISORY guides individuals, business owners, professionals and executives in all aspects of their financial lives.

25. 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…

26. Allstate Personal Financial Representative: DAMIAN MARTORELLA

Allstate Personal Financial Representative: DAMIAN MARTORELLA

534 Broadhollow Rd Ste 250, Melville, NY 11747

CLOSED NOW:9:00 am - 6:00 pm

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…

27. 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…

28. 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…

29. 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…

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 338 results for Financial Planners in or near Farmingdale, NY.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investment Advisory Service. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Melville, East Garden City, and Garden City. These businesses offer their services in one-or-more of the following languages: and Spanish.