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Investment Management in Plainview, NY

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301. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

855 Franklin Ave, Garden City, NY 11530

From Business: Smith Barney is one of the leading providers of comprehensive financial planning and advisory services to investors, institutions, corporations and private businesses,…

302. John Levitt - Private Wealth Advisor, Ameriprise Financial Services

John Levitt - Private Wealth Advisor, 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…

303. 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.…

304. Edward Jones - Financial Advisor: Ryan Parkinson

Edward Jones - Financial Advisor: Ryan Parkinson

209 Merrick Rd, Oceanside, NY 11572

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
26 Years
in Business

305. Edward Jones - Financial Advisor: Charles A Silecchia

Edward Jones - Financial Advisor: Charles A Silecchia

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

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

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

306. 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

307. RLB Wealth Planning, Inc.

RLB Wealth Planning, Inc.

1325 Franklin Ave Ste 235, Garden City, NY 11530

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

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,…

YP
45 Years
in Business

308. Calvin Kong - Financial Advisor, Ameriprise Financial Services

Calvin Kong - Financial Advisor, 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…

309. Evan I Fischer - Financial Advisor, Ameriprise Financial Services

Evan I Fischer - 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…

310. Gabriel Plaut - Financial Advisor, Ameriprise Financial Services

Gabriel Plaut - 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…

311. Neil Palazzo - Financial Advisor, Ameriprise Financial Services

Neil Palazzo - Financial Advisor, Ameriprise Financial Services

1001 Franklin Ave Rm 302, Garden City, NY 11530

CLOSED NOW:8:30 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…

312. Michael Prokop - Financial Advisor, Ameriprise Financial Services

Michael Prokop - Financial Advisor, 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…

313. George Hunt - Financial Advisor, Ameriprise Financial Services

George Hunt - Financial Advisor, 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…

314. Robert Armieri - Financial Advisor, Ameriprise Financial Services

Robert Armieri - Financial Advisor, 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…

315. Sandeep Dutta - TD Wealth Financial Advisors

Sandeep Dutta - TD Wealth Financial Advisors

855 Franklin Ave, Garden City, NY 11530

From Business: Work with a TD Financial Advisor to prepare a detailed Client Profile and to develop a holistic TD Wealth Plan built around your unique financial goals.

316. Michael Franco - M&T Bank

Michael Franco - M&T Bank

845 Franklin Ave, Garden City, NY 11530

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

From Business: Michael Franco has invested more than 25 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling,…

317. Bo O'Connell - Financial Advisor, Ameriprise Financial Services

Bo O'Connell - 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…

318. John Manfredonia - Financial Advisor, Ameriprise Financial Services

John Manfredonia - 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…

319. Steven J Miller - Financial Advisor, Ameriprise Financial Services

Steven J Miller - 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…

320. Bob Sutton - Financial Advisor, Ameriprise Financial Services

Bob Sutton - 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…

321. Michael Laliberte - Financial Advisor, Ameriprise Financial Services

Michael Laliberte - 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…

322. Aron Mestel - Financial Advisor, Ameriprise Financial Services

Aron Mestel - Financial Advisor, Ameriprise Financial Services

401 Franklin Ave Ste 101, Garden City, NY 11530

CLOSED NOW:8:30 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…

323. 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…

324. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

1325 Franklin Ave 4th Fl, Garden City, NY 11530

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

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

YP
111 Years
in Business

325. JLS Insurance Solutions

JLS Insurance Solutions

1225 Franklin Ave Ste 325, Garden City, NY 11530

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

From Business: Experts in the individual life and group benefits field. We have extensive knowledge in ALL aspects of the commercial insurance industry including group health. Life.…

326. Flagstar Bank

Flagstar Bank

2335 New Hyde Park Rd, New Hyde Park, NY 11042

CLOSED NOW:10:00 am - 2:00 pm

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…

327. Captrust

Captrust

3 Dakota Dr Ste 310, New Hyde Park, NY 11042

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

From Business: Our advisors provide wealth management services to high-net-worth individuals, business owners, and families, as well as investment advisory services to endowments and…

YP
28 Years
in Business

328. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

805 Northern Blvd, Great Neck, NY 11021

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

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

YP
111 Years
in Business

329. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

266 Merrick Rd, Lynbrook, NY 11563

CLOSED NOW:9:00 am - 4:30 pm

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

YP
111 Years
in Business

330. Edward Jones - Financial Advisor: Shelly M Newman

Edward Jones - Financial Advisor: Shelly M Newman

2193 Jericho Tpke, Commack, NY 11725

CLOSED NOW:9:00 am - 4:00 pm

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

We found 1506 results for Wealth Management in or near Plainview, NY.They also appear in other related business categories including Investment Advisory Service, Investment Securities, and Financial Planning Consultants. 6 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Melville, East Garden City, and Garden City. These businesses offer their services in one-or-more of the following languages: Chinese, and Greek.