Financial Planners in Freeport, NY

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1. Thomas A Boatswain - Financial Advisor, Ameriprise Financial Services

Thomas A Boatswain - Financial Advisor, Ameriprise Financial Services

49 W Merrick Rd Ste 104, Freeport, NY 11520

OPEN 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…

2. Thelma Belton - Thrivent

Thelma Belton - Thrivent

172 California Ave, Freeport, NY 11520

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Thelma Belton is committed to providing financial advice,…

6. Edelman Financial Engines

Edelman Financial Engines

1130 Rxr Plz Ste 1130, Uniondale, NY 11556

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

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…

7. 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…

8. Joseph Lisanti - Financial Advisor, Ameriprise Financial Services

Joseph Lisanti - Financial Advisor, Ameriprise Financial Services

265 Sunrise Hwy Ste 40, Rockville Centre, NY 11570

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. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

266 Merrick Rd, Lynbrook, NY 11563

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

From Business: Welcome to Merrill Lynch in Lynbrook, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
111 Years
in Business

10. We Settle 4 Less, Inc

We Settle 4 Less, Inc

41 Hilton Ave, Hempstead, NY 11550

From Business: We Settle 4 Less Inc. is a Personal Debt Management service offering multiple services and solutions to relieve debt.

YP
14 Years
in Business

11. 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…

12. 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…

14. Edward Jones - Financial Advisor: Ryan Parkinson

Edward Jones - Financial Advisor: Ryan Parkinson

53 N Park Ave Ste 43, Rockville Centre, NY 11570

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 education and be a…

YP
103 Years
in Business

15. McKenna Financial Planning

McKenna Financial Planning

Rockville Centre, NY 11570

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

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…

YP
28 Years
in Business

16. McKenna Financial Planning

McKenna Financial Planning

626 RXR Plz, Uniondale, NY 11556

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

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…

YP
28 Years
in Business

17. Gary Marcus, CPA

Gary Marcus, CPA

2965 Bluepoint Ct, Wantagh, NY 11793

OPEN NOW:9:00 am - 9:30 pm

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

YP
54 Years
in Business

18. Santander Bank

Santander Bank

146 Fulton Ave, Hempstead, NY 11550

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

From Business: This Peter Ermogenous Santander Bank branch is here to help serve your financial needs. With checking accounts, money market savings accounts, auto loans, personal loans,…

YP
123 Years
in Business

22. Investment Insight Wealth Management, LLC

Investment Insight Wealth Management, LLC

36 West Dr, Massapequa, NY 11758

OPEN 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

23. Stephen John Bishop Jr - Financial Advisor, Ameriprise Financial Services

Stephen John Bishop Jr - Financial Advisor, Ameriprise Financial Services

377 Oak St Ste 103, Garden City, NY 11530

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. Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services

Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services

401 Franklin Ave Ste 101, Garden City, NY 11530

OPEN 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…

25. Peter Barone - Financial Advisor, Ameriprise Financial Services

Peter Barone - Financial Advisor, Ameriprise Financial Services

401 Franklin Ave Ste 101, Garden City, NY 11530

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…

26. Peter Goldberg - Financial Advisor, Ameriprise Financial Services

Peter Goldberg - Financial Advisor, Ameriprise Financial Services

401 Franklin Ave Ste 101, Garden City, NY 11530

OPEN 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…

27. James Newkirk - Financial Advisor, Ameriprise Financial Services

James Newkirk - Financial Advisor, Ameriprise Financial Services

90 Merrick Ave Ste 403, East Meadow, NY 11554

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. Robert F De Stefano - Private Wealth Advisor, Ameriprise Financial Services

Robert F De Stefano - Private Wealth Advisor, Ameriprise Financial Services

1600 Stewart Ave Ste 303, Westbury, NY 11590

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. Joseph Liana - Private Wealth Advisor, Ameriprise Financial Services

Joseph Liana - Private Wealth Advisor, Ameriprise Financial Services

1600 Stewart Ave Ste 303, Westbury, NY 11590

OPEN 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…

30. Michael Stallone - Financial Advisor, Ameriprise Financial Services

Michael Stallone - Financial Advisor, Ameriprise Financial Services

1600 Stewart Ave Ste 303, Westbury, NY 11590

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 275 results for Financial Planners in or near Freeport, 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.