Financial Planners in Valley Stream, NY

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1. 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…

2. Tony Tax & Associates

Tony Tax & Associates

70 E Sunrise Hwy, Valley Stream, NY 11581

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

From Business: Tony Motley has nearly 30 years experience in tax and financial services. He is an Enrolled Agent (EA) with the IRS and is licensed to represent clients in tax matters before…

YP
37 Years
in Business

4. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

1403 Broadway, Hewlett, NY 11557

From Business: Welcome to Merrill Lynch in Hewlett, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

7. Jeffrey D'Azzo - TD Financial Advisor

Jeffrey D'Azzo - TD Financial Advisor

490 Rockaway Tpke, Lawrence, NY 11559

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

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…

8. Joseph Lisanti - Financial Advisor, Ameriprise Financial Services

Joseph Lisanti - Financial Advisor, Ameriprise Financial Services

265 Sunrise Hwy Ste 40, Rockville Centre, NY 11570

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…

9. 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…

10. Edward Jones - Financial Advisor: Ryan Parkinson

Edward Jones - Financial Advisor: Ryan Parkinson

53 N Park Ave Ste 43, Rockville Centre, NY 11570

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…

YP
103 Years
in Business

11. McKenna Financial Planning

McKenna Financial Planning

Rockville Centre, NY 11570

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

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

12. AEPG Wealth Strategies

AEPG Wealth Strategies

223 Parker Ave, West Hempstead, NY 11552

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

From Business: Personal Wealth Management, Financial Planning, Estate Planning, Insurance, 401k, Pension, Health plans

YP
42 Years
in Business

13. Santander Bank

Santander Bank

12614 Merrick Blvd, Jamaica, NY 11434

From Business: This Jamaica Santander Bank Lending Center 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

16. 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: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…

17. 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…

18. Peter Goldberg - Financial Advisor, Ameriprise Financial Services

Peter Goldberg - Financial Advisor, Ameriprise Financial Services

401 Franklin Ave Ste 101, Garden City, NY 11530

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…

19. 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:8:00 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…

20. 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: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…

21. Stephen John Bishop Jr - Financial Advisor, Ameriprise Financial Services

Stephen John Bishop Jr - Financial Advisor, Ameriprise Financial Services

377 Oak St Ste 103, 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…

22. Focus Partners Wealth

Focus Partners Wealth

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

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

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…

23. Edelman Financial Engines

Edelman Financial Engines

1130 Rxr Plz Ste 1130, Uniondale, NY 11556

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

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…

24. Robert F De Stefano - Private Wealth Advisor, Ameriprise Financial Services

Robert F De Stefano - Private Wealth Advisor, Ameriprise Financial Services

1600 Stewart Ave Ste 303, Westbury, NY 11590

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…

25. Joseph Liana - Private Wealth Advisor, Ameriprise Financial Services

Joseph Liana - Private Wealth Advisor, Ameriprise Financial Services

1600 Stewart Ave Ste 303, Westbury, NY 11590

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…

26. Michael Stallone - Financial Advisor, Ameriprise Financial Services

Michael Stallone - Financial Advisor, Ameriprise Financial Services

1600 Stewart Ave Ste 303, Westbury, NY 11590

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…

27. James Newkirk - Financial Advisor, Ameriprise Financial Services

James Newkirk - Financial Advisor, Ameriprise Financial Services

90 Merrick Ave Ste 403, East Meadow, NY 11554

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. We Settle 4 Less, Inc

We Settle 4 Less, Inc

41 Hilton Ave, Hempstead, NY 11550

From Business: We Settle 4 Less Inc. is a Personal Debt Management service offering multiple services and solutions to relieve debt.

YP
14 Years
in Business

29. Advisors Resource Group, Ltd.

Advisors Resource Group, Ltd.

99 Somerset Ave, Garden City, NY 11530

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

From Business: We are a full-service financial plan consulting firm committed to helping people pursue their financial goals. Our representatives offer a wide range of financial products and…

30. Thelma Belton - Thrivent

Thelma Belton - Thrivent

172 California Ave, Freeport, NY 11520

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Thelma Belton is committed to providing financial advice,…

We found 225 results for Financial Planners in or near Valley Stream, NY.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investments. 1 of the rated businesses has 4+ star ratings.


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