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State DirectoryRetirement Planning Services in Woodmere, NY
7. Zoom Reverse Mortgage
Serving the Woodmere Area
From Business: A Loan with special features just for seniors. Featuring the Home Equity Conversion Mortgage (HECM) ~ HECM is the only reverse mortgage loan insured by the U.S Federal…
9. 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…
10. Edward Jones - Financial Advisor: Charles A Silecchia
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…
15. Actuaries Unlimited Inc
100 N Centre Ave, Rockville Centre, NY 11570
17. Advisors Resource Group, Ltd.
1140 Franklin Ave Ste 208, Garden City, NY 11530
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…
19. Onorfio Tuttolomondo
7309 88th St, Glendale, NY 11385
20. Edward Jones - Financial Advisor: Parikshit Patel
666 Old Country Rd Ste 105, Garden City, NY 11530
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…
21. Allstate Insurance Agent: Ren Jainarine
16007 Hillside Ave, Jamaica, NY 11432
From Business: I’ve gotten to know many local families as an Allstate insurance agent in New York. I enjoy being a part of the community, and building local relationships is one of the best…
22. RLB Wealth Planning, Inc.
1325 Franklin Ave Ste 235, Garden City, NY 11530
From Business: RLB Wealth Planning is committed to serving our clients in a manner that is respectful, transparent and effective. Our team of CFP® and CPA professionals has the insight,…
23. Levine, David
377 Oak St, 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…
24. 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…
25. Retirement System Group Inc
1983 Marcus Ave, New Hyde Park, NY 11042
From Business: Retirement System Group is a full service retirement benefits consulting firm. The company boasts consultants in pension administration, compliance, strategic consulting,…
26. Charles Schwab
600 Old Country Rd, Garden City, NY 11530
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,…
28. Alla Kolerova - Prudential Financial
8212 151st Ave, Howard Beach, NY 11414
From Business: I work with clients to understand their short and long-term goal in order to provide tailored advice and develop effective financial plan to meet their financial goal.
29. Private Wealth Group Lpl Financial
10519 Metropolitan Ave, Forest Hills, NY 11375
From Business: RIA helping advisors looking to GO Independent and join LPL financial. Hybrid setup allows financial advisors looking to GO Independent. Offices in Queens. Brooklyn. And Staten…