Invite a friend!

Showing certifiedfinancialplanner
in Massapequa, NY

Showing 1 to 20 of 200 listings found

Raymond James

Love It Hate It
0 0

5510 Merrick Rd, Massapequa, NY  11758

Phone: (516) 795-5500

2.3 mi

Tags
BANKING broker business services CHARITABLE GIVING ESTATE PLANNING EXECUTORS Financial Advisors Financial Planning Financial Planning & Financial Planners financial services INCOME FUNDS Investment Advice INVESTMENT PLANNING Investment Services Investments KEOGH PLANS LIVING TRUSTS PROBATE QUALIFIED RETIREMENT PLANS SHORT TERM PLANNING

Gary Marcus, CPA

Love It Hate It
0 0

2965 Bluepoint Ct, Wantagh, NY  11793

Phone: (516) 783-5519

2.7 mi

Tags
Businesses Casual Certified Financial Planner Certified Public Accountants Direct Deposit Electronic Tax Filing Estates Individuals Journal Entry Preparation Long Island Non-Profit Payroll Preparation Pizza Quarterly and Year-End Reports Sandwiches Tax Services Trusts Valley Stream W-2 Income Tax Preparation: Wealth

Academy Mortgage

Love It Hate It
0 0

108 Bedford Ave, Bellmore, NY  11710

Phone: (516) 781-6600

2.9 mi

Tags
Auto Loans Banks Certified Financial Planner Commercial Loans credit agency Credit Unions Factors fha Financial Planning International Banking loan correspondent Loans and Mortgages Money Market Funds mortgage Mortgages & Mortgage Bankers Motorcycle Loans Real Estate Real Estate Financing Savings & Loan Trusts

Pastrich & Sartorius

Love It Hate It
0 0

998 Old Country Rd #4, Plainview, NY  11803

Phone: (516) 938-2400

6.8 mi

Tags
ACCOUNTING ANNUITIES Annuities|IRAs ASSET ALLOCATION ASSET MANAGEMENT Businesses and Services COLLEGE FUNDING CONSULTATIONS EDUCATIONAL PLANNING Financial Financial Planning & Financial Planners Financial Planning and Investments Financial Planning Consultants INCOME PLANNING INDEXES Insurance IRAS LONG TERM CARE INSURANCE LONG TERM PLANNING Nec

Kevin Quinn - Ameriprise Financial Services, Inc. (Reported Closed)

Love It Hate It
0 0

333 Earle Ovington Blvd Suite 903, Uniondale, NY  11553

Phone: (203) 625-2606

7.0 mi

Tags
Ameriprise Financial Banks Certified Financial Planner domestic partner planning employee stock options estate planning strategies estates financial financial consultant Financial Planning Financial Planning & Investments Financial Services Insurance investments Loans Retirement Planning Retirement Planning Strategies small business Wealth Preservation Strategies womens financial strategies

Quin Ciuffetelli - Ameriprise Financial Services, Inc.

Love It Hate It
0 0

333 Earle Ovington Blvd Ste 903, Uniondale, NY  11553

Phone: (516) 479-5837

7.0 mi

Tags
auto insurance Categories: Financial Planning Categories: Financial Planning, Banks charitable giving East Atlantic Beach estates Financial Consultant Financial Planner Financial Planning financial transactions processing Insurance Insurance Brokers Investment Advice Investments Loans Long Island management consulting services retirement Retirement Planning Strategies securities & commodity exchanges

Wells Fargo Home Mortgage

Love It Hate It
0 0

532 Broadhollow Rd Suite 141, Melville, NY  11747

Phone: (631) 752-4848

7.1 mi

Tags
Auto Loans Banking Services|Consultations|Purchases Banks Certificates of Deposit Certified Financial Planner Checking Accounts Commercial Banking Commercial Banks Credit Cards Direct Deposit Financing Home Equity Lines of Credit HELOC International Banking melville mortgage mortgage banker Mortgage brokerage Real Estate Loans state commercial banks TRUE

Pelkonen And Associates - Ameriprise Financial Services, Inc.

Love It Hate It
0 0

445 Broadhollow Rd 317, Melville, NY  11747

Phone: (631) 770-0335

7.1 mi

Tags
Categories: Loans, Financial Planning charitable giving Exchanges family finances Financial Financial Advisors Financial Advisory Services Financial Consultants Financial Planners Financial Planning financial transactions processing Investment Bankers Investment Services investments management consulting services Melville reserve saving for education securities & commodity exchanges stock exchanges

Raymond James Financial Services

Love It Hate It
0 0

105 Maxess Rd Ste 124, Melville, NY  11747

Phone: (631) 574-4408

7.2 mi

Tags
Administrative Services business services Categories: Social Services Community credit agency credit institution Crisis Services Emergency Services Family Services Financial Financial Planning Financial Planning & Investments financial services financing Hot Lines & Help Lines hotline Legal and Financial Loans & Mortgages Melville social services

Raymond James

Love It Hate It
0 0

105 Maxess Rd #102, Melville, NY  11747

Phone: (631) 390-1266

7.2 mi

Tags
ASSET MANAGEMENT BANKING BENEFICIARIES BROKERAGE SERVICES CASH MANAGEMENT CHARITABLE GIVING CHARITABLE TRUSTS CLOSED END MUTUAL FUNDS CONSULTATIONS DEFINED BENEFIT DEFINED CONTRIBUTION Financial Advisory Services Financial Services GOVERNMENT SECURITIES GROWTH FUNDS INDEX FUNDS IRAS Legal and Financial MONEY MARKETS Personal Financing & Loans

Amerprise Financial Service

Love It Hate It
0 0

990 Stewart Ave, Garden City, NY  11530

Phone: (516) 280-5588

7.4 mi

Tags
Certified Financial Planner Financial Financial Advisors Financial Planning Consultants & Services Financial Services Legal and Financial

Ameriprise Financial Services, Inc.

Love It Hate It
0 0

100 Quentin Roosevelt Blvd # 405, Garden City, NY  11530

Phone: (516) 629-9902

7.6 mi

Tags
Certified Financial Planner

George K Limperopoulos - Ameriprise Financial Services, Inc.

Love It Hate It
0 0

377 Oak St, Ste 103, Garden City, NY  11530

Phone: (516) 299-6066

7.7 mi

Tags
agency accounts Banks Categories: Financial Planning, Banks clearinghouse activities domestic partner planning Financial financial advisor Financial Advisors Financial Planning financial planning & investments financial services investment advice investments personal investment & vacation fun private estate reserve saving for education securities & commodity exchanges security & commodity exchanges senior financial advisor

Ridgewood Savings Bank

Love It Hate It
0 0

835 Atlantic Ave, Baldwin Harbor, NY  11510

Phone: (516) 223-2835

7.7 mi

Tags
ATM ATM Locations Baldwin bank banking Banks Coinstar Machine - Drive thru ATM commercial Commercial & Savings Banks Commercial Banks Financial Planning Home Equity Lines of Credit HELOC loan correspondent Loans Money Market Accounts mortgage Savings & Loan Savings & Loan Associations Savings & Loans Savings Accounts

Merrill Lynch

Love It Hate It
0 0

1305 Walt Whitman Rd Ste 100, Melville, NY  11747

Phone: (631) 351-5000

7.7 mi

Tags
Asset Management Banks Credit Cards Debt Equity Finance & Financial Services Financial Advisors Financial Advisory Services Financial Planning Financial Services Income Tax Planning Investing Investment Bank Investment securities Investment Services Investments Mutual Fund Securities Stock & Bond Brokers Stocks & Bonds

Raymond James

Love It Hate It
0 0

1300 Walt Whitman Rd # 2, Melville, NY  11747

Phone: (631) 427-1385

7.8 mi

Tags
401k 403 B Asset Allocation Asset Management CLOSED END MUTUAL FUNDS College Funding Estate Planning Financial Financial Advisory Services Financial Planning Financial Services GROWTH FUNDS Investment Advice Investment Advisory Service Investment Management Investments Mutual Funds Raymond James Retirement Planning Stock Options

Raymond James Financial Services

Love It Hate It
0 0

1400 Old Country Rd, Ste 413, Westbury, NY  11590

Phone: (516) 338-5300

7.9 mi

Tags
403 B Brokerage Brokerage Services Categories: Financial Planning Charitable Endowment Fund Chartered Asset Manager Consultations Diversification educational planning Family Wealth Planning Fee-Based Services Growth Funds Investment Services IRAs Pension and Profit Sharing Plans Personal Planning Power of Attorney Registered Investment Advisor Research Stocks

Express Employment Professionals

Love It Hate It
0 0

122 W Main St, Babylon, NY  11702

Phone: (631) 392-1560

7.9 mi

Tags
Asset Allocation babylon Babylon jobs Banks Brokerage Certified Financial Planner Charitable Giving Employment Agencies financial Financial Advisory Services Financial Services HR services Investment Advice Investment Advisory Service Investment Services staffing agencies Tax Services temp agencies temp jobs usa

Wealth Planners Inc

Love It Hate It
0 0

91 Broadhollow Rd, Melville, NY  11747

Phone: (631) 465-8855

8.2 mi

Tags
BUSINESS PLANNING BUSINESS SERVICES Businesses and Services Categories: Financial Planning financial advisory services financial consultant Financial Planning Financial Planning & Investments Financial Planning and Investments financial planning consultants Financing financing consultants investment advisory service Investment Services investments melville ONLINE SERVICES ROLLOVER PLANS SMALL BUSINESS WEALTH MANAGEMENT

Ameriprise Financial

Love It Hate It
0 0

500 N Broadway Ste 167, Jericho, NY  11753

Phone: (516) 797-7590

8.2 mi

Tags
business services charitable giving domestic partner planning employee stock options estate planning strategies estates family finances financial Financial Advisory Services financial consultant Financial Planning Financial Planning & Investments Financial Planning Consultants financial services investment services investments Retirement Planning Strategies saving for education small business womens financial strategies

Showing certifiedfinancialplanner
in Massapequa, NY

Showing 1 to 20 of 200 listings found

Business Not Listed?

Can't find a business you think should be on YellowBot?

Add a business now

© 2007-2024 Solfo, Inc. – All rights reserved