Financial Planners in Manhasset, NY

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1. Mercer Advisors - Manhasset

Mercer Advisors - Manhasset

1129 Northern Blvd Ste 404, Manhasset, NY 11030

CLOSED NOW:Closed

From Business: Mercer Advisors helps high-net-worth individuals and families in New York live the lives they want — now and in the future. We're a unified team: Advisors, planners, investors,…

YP
40 Years
in Business

2. Charles Schwab

Charles Schwab

1900 Northern Blvd Ste E, Manhasset, NY 11030

CLOSED NOW:Closed

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

4. Kathy Wong - Wilmington Advisors @ M&T

Kathy Wong - Wilmington Advisors @ M&T

384 Plandome Rd, Manhasset, NY 11030

CLOSED NOW:Closed

From Business: Kathy knows your goals and circumstances are unique, which is why she’ll work with you to build a personalized plan that puts your most important goals front and center.…

5. Santander Bank

Santander Bank

1420 Northern Blvd, Manhasset, NY 11030

CLOSED NOW:9:00 am - 1:00 pm

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

YP
123 Years
in Business

7. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

805 Northern Blvd, Great Neck, NY 11021

CLOSED NOW:

From Business: Welcome to Merrill Lynch in Great Neck, 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

8. Pro Standard Private Wealth - Ameriprise Financial Services

Pro Standard Private Wealth - Ameriprise Financial Services

111 Great Neck Rd Ste 213, Great Neck, NY 11021

CLOSED NOW:Closed

From Business: At Pro Standard Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

9. Peter Sanoulis - Financial Advisor, Ameriprise Financial Services

Peter Sanoulis - Financial Advisor, Ameriprise Financial Services

111 Great Neck Rd Ste 213, Great Neck, NY 11021

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…

10. Michael S. Casey - Associate Financial Advisor, Ameriprise Financial Services

Michael S. Casey - Associate Financial Advisor, Ameriprise Financial Services

111 Great Neck Rd Ste 213, Great Neck, NY 11021

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…

11. Peter J Cocolaras - Financial Advisor, Ameriprise Financial Services

Peter J Cocolaras - Financial Advisor, Ameriprise Financial Services

111 Great Neck Rd Ste 213, Great Neck, NY 11021

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…

12. Fidelity Investments

Fidelity Investments

1075 Northern Blvd, Roslyn, NY 11576

CLOSED NOW:

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

YP
60 Years
in Business

15. 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…

16. 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…

19. McKenna Financial Planning

McKenna Financial Planning

Rockville Centre, NY 11570

CLOSED NOW:Open 24 Hours

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

20. Blue Ocean Wealth Solutions

Blue Ocean Wealth Solutions

2200 Northern Blvd Ste 200, Greenvale, NY 11548

CLOSED NOW:Closed

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…

21. Edward Jones - Financial Advisor: David B Lilienthal, ABFP®|AAMS®|ADPA®|CRPC™|CRPS™

Edward Jones - Financial Advisor: David B Lilienthal, ABFP®|AAMS®|ADPA®|CRPC™|CRPS™

21333 39th Ave, Bayside, NY 11361

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…

YP
103 Years
in Business

25. New England Financial of North Jersey

New England Financial of North Jersey

12909 26th Ave Ste 12909, Flushing, NY 11354

CLOSED NOW:Closed

From Business: Whole Life Insurance, Term Life Insurance, Retirement Plans, Mutual Funds, MetLife Insurance, Long-Term Care Insurance, Life Insurance, Investments, Disability Income…

26. Focus Partners Wealth

Focus Partners Wealth

600 Old Country Rd Rm 305, Garden City, NY 11530

CLOSED NOW:Closed

From Business: Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through…

27. Aaron Wolson - Branch Manager, Ameriprise Financial Services

Aaron Wolson - Branch Manager, Ameriprise Financial Services

1001 Franklin Ave Rm 302, Garden City, NY 11530

CLOSED NOW:Closed

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. James Barlow - Financial Advisor, Ameriprise Financial Services

James Barlow - Financial Advisor, Ameriprise Financial Services

1001 Franklin Ave Rm 302, Garden City, NY 11530

CLOSED NOW:Closed

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. 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

CLOSED NOW:Closed

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. 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…

We found 851 results for Financial Planners in or near Manhasset, 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 Midtown Manhattan, Midtown East, and Northwestern Queens. These businesses offer their services in one-or-more of the following languages: Chinese, Russian, and Spanish.