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State DirectoryInvestment Management in Merrick, NY
2. Flagstar Bank
2111 Merrick Ave, Merrick, NY, 11566
From Business: At Flagstar, the success with our customers starts with our people. The expertise and personal dedication of our team are the factors that allow us to excel. That is why we set…
3. Edward Jones - Financial Advisor: Mike Lombardi, CFP®
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 education and be a…
4. Gonzalez Agency Corp
1856 Grand Ave, North Baldwin, NY, 11510
From Business: Income TAX preparation. Insurance. And immigration services.
5. John Trotta - TD Wealth Relationship Manager
1200 Wantagh Ave, Wantagh, NY, 11793
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 goals and…
10. Long Island Cash for Homes
Massapequa, NY, 11758
From Business: Purchase homes for Cash in the long island area.
11. Classic Benefit Planners
Massapequa Park, NY, 11762
From Business: Group health insurance for small business including employee benefit plans. Individual health insurance. Life insurance.
16. 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. 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.
19. 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…
20. 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…
21. Edelman Financial Engines
1130 Rxr Plz Ste 1130, Uniondale, NY, 11556
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 want to be. With…
22. Joseph Ossandon - TD Wealth Financial Advisor
247 Long Beach Rd 3rd Fl, Oceanside, NY, 11572
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 you financial…
25. Abraham Bernstein Associates, Inc.
626 Rxr Plz, Uniondale, NY, 11556
28. 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…
29. Worden Capital Management
200 Sunrise Hwy, Rockville Centre, NY, 11570
From Business: Worden Capital is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to…
30. LANDSTAR EQUITIES LLC
1 Fulton Ave Ste 31, Hempstead, NY, 11550
From Business: Property Management & Investment Company