Investments in Plandome, NY

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1. Sharestates

Sharestates

8 Bond St #100, Great Neck, NY 11021

CLOSED NOW:9:00 am - 5:30 pm

From Business: Sharestates is an online real estate lending and investing marketplace where investors are matched with developers and rehabbers who are seeking funding. We leverage our…

4. 53 Warwick Assoc

53 Warwick Assoc

53 Warwick Rd, Great Neck, NY 11023

15. RGA Investment Advisors

RGA Investment Advisors

185 Great Neck Rd, Great Neck, NY 11021

CLOSED NOW:8:00 am - 6:00 pm

16. Fidelity Investments

Fidelity Investments

1075 Northern Blvd, Roslyn, NY 11576

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…

YP
60 Years
in Business

17. Mercer Advisors - Manhasset

Mercer Advisors - Manhasset

1129 Northern Blvd Ste 404, Manhasset, NY 11030

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

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

18. Majestic Neck Corp

Majestic Neck Corp

60 Cutter Mill Road, Suite 303, Great Neck, NY 11021

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

From Business: Majestic Property Management Corporation is a property management division of Gould Investors. It supervises the management of office, retail and industrial facilities, as well…

YP
53 Years
in Business

19. Kathy Wong - Wilmington Advisors @ M&T

Kathy Wong - Wilmington Advisors @ M&T

384 Plandome Rd, Manhasset, NY 11030

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

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.…

20. Santander Bank

Santander Bank

1420 Northern Blvd, Manhasset, NY 11030

CLOSED NOW:9:00 am - 5:00 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

21. Charles Schwab

Charles Schwab

1900 Northern Blvd Ste E, Manhasset, NY 11030

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

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,…

22. Merrill Lynch Financial Advisor Christine M Savarese-Barral

Merrill Lynch Financial Advisor Christine M Savarese-Barral

805 Northern Blvd, Great Neck, NY 11021

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

From Business: Merrill Lynch Financial Advisor Christine M Savarese-Barral , offers investment advice and strategies guided by understanding your life's goals, risk tolerance, time horizon…

23. TD Bank

TD Bank

475 Port Washington Blvd, Port Washington, NY 11050

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

From Business: TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and…

24. Webster Bank

Webster Bank

4 Great Neck Rd, Great Neck, NY 11021

CLOSED NOW:9:00 am - 6:00 pm

From Business: Since our beginning in 1935, Webster Bank, a community-minded and values-guided bank, has maintained a commitment to starting every relationship by listening to what matters…

25. 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:9:00 am - 5:00 pm

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…

26. Cocolaras, Peter J

Cocolaras, Peter J

111 Great Neck Rd, Great Neck, NY 11021

CLOSED NOW:8:30 am - 6:00 pm

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…

27. Sanoulis, Peter

Sanoulis, Peter

111 Great Neck Rd, 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…

28. Moffitt, Lauren

Moffitt, Lauren

98 Cuttermill Rd, Great Neck, NY 11021

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

From Business: The advisor listed is an Ameriprise financial advisor in Great Neck. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

29. Chamberlin, Matthew

Chamberlin, Matthew

98 Cuttermill Rd, Great Neck, NY 11021

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…

30. Michael Schwartz-Financial Advisor, Ameriprise Financial Services

Michael Schwartz-Financial Advisor, Ameriprise Financial Services

98 Cuttermill Rd, Great Neck, NY 11021

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 972 results for Investments in or near Plandome, NY.They also appear in other related business categories including Investment Securities, Financial Planning Consultants, and Investment Advisory Service. 8 of these businesses have an A/A+ BBB rating. 9 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Northwestern Queens, Northeastern Queens, and East Garden City. These businesses offer their services in one-or-more of the following languages: Russian, Spanish, and Italian.