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Investment Management in Plainview, NY

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181. 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…

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

Joseph Liana - Private Wealth Advisor, Ameriprise Financial Services

1600 Stewart Ave Ste 303, Westbury, NY 11590

OPEN 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…

183. Thomas Palkovich - Financial Advisor, Ameriprise Financial Services

Thomas Palkovich - 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…

184. 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…

185. Edelman Financial Engines

Edelman Financial Engines

1130 Rxr Plz Ste 1130, Uniondale, NY 11556

OPEN 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…

186. Thomas Augustus Matera - Financial Advisor, Ameriprise Financial Services

Thomas Augustus Matera - Financial Advisor, Ameriprise Financial Services

4510 Merrick Rd, Massapequa, NY 11758

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…

187. 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…

188. Edward Jones - Financial Advisor: Vince Perrotta, AAMS®|CRPC™|AWMA®

Edward Jones - Financial Advisor: Vince Perrotta, AAMS®|CRPC™|AWMA®

183 S Wellwood Ave, Lindenhurst, NY 11757

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

189. Edward Jones - Financial Advisor: Robert S Madden II, CEPA®|AAMS®|CRPC™

Edward Jones - Financial Advisor: Robert S Madden II, CEPA®|AAMS®|CRPC™

79 Broadway, Greenlawn, NY 11740

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

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

190. National Financial Network, Inc

National Financial Network, Inc

900 Stewart Ave Ste 500, Garden City, NY 11530

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

From Business: Since 1951, National Financial Network (NFN) has been a trusted financial services organization providing comprehensive solutions for individuals, businesses, and corporations.…

191. Allstate Personal Financial Representative: David Bonner

Allstate Personal Financial Representative: David Bonner

749 Wantagh Ave, Wantagh, NY 11793

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

From Business: I have represented Allstate since 2012 serving and helping protect our community with Allstate’s products and services.

192. Next Horizon Wealth - Ameriprise Financial Services

Next Horizon Wealth - Ameriprise Financial Services

90 Merrick Ave Ste 403, East Meadow, NY 11554

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

From Business: At Next Horizon Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

193. Dreyfus Corp

Dreyfus Corp

144 Glen Curtiss Blvd, Uniondale, NY 11556

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

From Business: Ivy Asset Management Corp. is a hedge fund of funds and alternative investment management firm with more than $14 billion in assets. Ivy Asset Management Corp. provides real…

194. Hermes Capital Holding Inc.

Hermes Capital Holding Inc.

50 Charles Lindbergh Blvd Ste 400, Uniondale, NY 11553

OPEN 24 HOURS

From Business: We invest in real estate and companies with own funds and provide loans secured by real estate

YP
16 Years
in Business

195. J.P. Morgan Private Bank

J.P. Morgan Private Bank

57 Northern Blvd, Greenvale, NY 11548

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

From Business: J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family…

196. Flagstar Bank

Flagstar Bank

Nycb Express Location, Westbury, NY 11590

From Business: At New York Community Bank, a division of Flagstar Bank, N.A., we offer a wide range of financial products and services for individuals and businesses. Customers can bank…

197. Flagstar Private Bank

Flagstar Private Bank

900 Stewart Ave 3rd Fl, Garden City, NY 11530

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…

198. Robert Gargiulo - Financial Advisor, Ameriprise Financial Services

Robert Gargiulo - Financial Advisor, Ameriprise Financial Services

175 S Wellwood Ave, Lindenhurst, NY 11757

OPEN NOW:9:00 am - 4:00 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…

199. Marguerite Danaher - Private Wealth Advisor, Ameriprise Financial Services

Marguerite Danaher - Private Wealth Advisor, Ameriprise Financial Services

175 S Wellwood Ave, Lindenhurst, NY 11757

OPEN NOW:9:00 am - 4:00 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…

200. Glenn Haberfield - Wilmington Advisors @ M&T

Glenn Haberfield - Wilmington Advisors @ M&T

182 E Main St, Huntington, NY 11743

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

From Business: Glenn provides one-on-one guidance tailored to your specific financial situation, goals, and needs. By considering your circumstances, risk tolerance, and aspirations, he…

201. Clifford Sieber - Financial Advisor, Ameriprise Financial Services

Clifford Sieber - Financial Advisor, Ameriprise Financial Services

7 E Carver St, Huntington, NY 11743

OPEN 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…

202. Allstate Personal Financial Representative: COLLETTE MORGAN

Allstate Personal Financial Representative: COLLETTE MORGAN

375 Commack Rd Ste 206, Deer Park, NY 11729

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

From Business: As a Personal Financial Representative in Deer Park, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each…

205. Roy Cooper CPA, PC

Roy Cooper CPA, PC

94 E Jefryn Blvd Ste H, Deer Park, NY 11729

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

208. New Island Investments

New Island Investments

2116 Hempstead Tpke, East Meadow, NY 11554

OPEN NOW:9:00 am - 7:00 pm

210. kingmaker inc

kingmaker inc

5020 sunrise highway, massapequa park, NY 11762

YP
19 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.