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State DirectoryInvestment Management in Plainview, NY
1. Fidelity Investments
1551 Old Country Rd, Plainview, NY 11803
From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…
2. 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: Robert C Diaz, CFP®|AAMS™
255 Executive Dr Ste 403, Plainview, NY 11803
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…
6. Wealth Enhancement Group
48 S Service Rd Ste 102, Melville, NY 11747
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…
7. Ladenburg Thalmann & Co
58 S Service Rd Ste 160, 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…
12. Charter Oak Financial - Melville, NY
48 S Service Rd Ste 400, Melville, NY 11747
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.
13. Dennis Miller - Private Wealth Advisor, Ameriprise Financial Services
48 S Service Rd Ste 403, 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…
14. 20/20 Financial Solutions, Inc.
48 S Service Rd Ste 400, Melville, NY 11747
From Business: 20/20 Financial Solutions, Inc. offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly…
15. Piermont Wealth Management
48 S Service Rd Ste 102, Melville, NY 11747
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…
16. Anthony Stella - Financial Advisor, Ameriprise Financial Services
48 S Service Rd Ste 403, 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…
17. 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,…
24. Independent Captive Associates
300 S Oyster Bay Rd, Syosset, NY 11791
From Business: Independent captive associates specializes in alternative risk MANAGMENT for MID market businesses. Providing formation. Administration. Investments & TAX planning expertise…
25. Family Wealth & Pension Management
7600 Jericho Tpke, Woodbury, NY 11797
From Business: We are a team of CFP professionals, who serve as investment and financial planning advocates Family Office counselors. The advice and services we provide allow our clients to…
26. 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…
27. Cornerstone Wealth Strategies Group
1 Jericho Plz Ste 106, Jericho, NY 11753
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…
28. Robin Johnson - RBC Wealth Management Financial Advisor
1 Jericho Plz Ste 106, Jericho, NY 11753
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…
29. Personal Wealth Management Montalto Weil Aragoncillo
1 Jericho Plz Ste 106, Jericho, NY 11753
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…
30. The MMC Group
1 Jericho Plz Ste 106, Jericho, NY 11753
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…