Investment Management in Plainview, NY

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1. Fidelity Investments

Fidelity Investments

1551 Old Country Rd, Plainview, NY 11803

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

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

2. Flagstar Bank

Flagstar Bank

1092 Old Country Rd, Plainview, NY 11803

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: Kyle Piechucki

Edward Jones - Financial Advisor: Kyle Piechucki

255 Executive Dr Ste 403, Plainview, NY 11803

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…

4. Wealth Enhancement Group

Wealth Enhancement Group

48 S Service Rd, Melville, NY 11747

CLOSED NOW:9:00 am - 2:00 pm

From Business: The Melville, NY team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent…

5. Ladenburg Thalmann & Co

Ladenburg Thalmann & Co

58 S Service Rd, Melville, NY 11747

From Business: Established in 1876, Ladenburg Thalmann & Company is a full-service banking and brokerage firm. It offers independent brokerage and advisory services and assists clients with…

9. 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…

10. 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…

11. Piermont Wealth Management

Piermont Wealth Management

48 S Service Rd Ste 102, Melville, NY 11747

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

From Business: Creating a sound investment strategy for your situation can seem like an overwhelming task, but Piermont Wealth Management’s financial planners are here to help you. From…

12. Anthony Stella - Financial Advisor, Ameriprise Financial Services

Anthony Stella - Financial Advisor, Ameriprise Financial Services

48 S Service Rd Ste 403, 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…

13. TIAA Financial Services

TIAA Financial Services

58 S Service Rd Ste 305, Melville, NY 11747

From Business: Our wealth management advisors in TIAA’s Melville, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement,…

17. Independent Captive Associates

Independent Captive Associates

300 S Oyster Bay Rd, Syosset, NY 11791

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

From Business: Independent captive associates specializes in alternative risk MANAGMENT for MID market businesses. Providing formation. Administration. Investments & TAX planning expertise…

18. William Ramos CPA PC

William Ramos CPA PC

226 N Wantagh Ave, Bethpage, NY 11714

From Business: William ramos CPA PC provides auditing. Review and compilation services along with TAX return preparation for various entity types. Cloud based payroll services that CAN save…

19. Cornerstone Wealth Strategies Group

Cornerstone Wealth Strategies Group

1 Jericho Plz Ste 106, Jericho, NY 11753

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

20. Robin Johnson - RBC Wealth Management Financial Advisor

Robin Johnson - RBC Wealth Management Financial Advisor

1 Jericho Plz Ste 106, Jericho, NY 11753

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

21. Personal Wealth Management Montalto Weil Aragoncillo

Personal Wealth Management Montalto Weil Aragoncillo

1 Jericho Plz Ste 106, Jericho, NY 11753

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

22. The MMC Group

The MMC Group

1 Jericho Plz Ste 106, Jericho, NY 11753

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

23. Linda Sama - RBC Wealth Management Financial Advisor

Linda Sama - RBC Wealth Management Financial Advisor

1 Jericho Plz Ste 106, Jericho, NY 11753

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

24. RBC Wealth Management Branch - Jericho-NY

RBC Wealth Management Branch - Jericho-NY

1 Jericho Plz Ste 106, Jericho, NY 11753

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

25. Charbonnier, Suzanna

Charbonnier, Suzanna

1 Jericho Plz, Jericho, NY 11753

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…

26. Johnson, Robin

Johnson, Robin

1 Jericho Plz, Jericho, NY 11753

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…

27. Faggioni, Christopher

Faggioni, Christopher

1 Jericho Plz, Jericho, NY 11753

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…

28. Hilton, Timothy

Hilton, Timothy

1 Jericho Plz, Jericho, NY 11753

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…

29. Long Island Cash for Homes

Long Island Cash for Homes

Massapequa, NY 11758

OPEN 24 HOURS

From Business: Purchase homes for Cash in the long island area.

30. Classic Benefit Planners

Classic Benefit Planners

Massapequa Park, NY 11762

From Business: Group health insurance for small business including employee benefit plans. Individual health insurance. Life insurance.

We found 283 results for Investment Management in or near Plainview, NY.They also appear in other related business categories including Investment Advisory Service, Investments, and Financial Planners. 3 of the rated businesses have 4+ star ratings.


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