Investment Management in Plainview, NY

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Fidelity Investments - Investment Management
(800) 526-7252
1551 Old Country Rd
Plainview, NY 11803
CLOSED NOW

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please…

Piermont Wealth Management - Investment Management
(631) 454-1585
48 S Service Rd Ste 102
Melville, NY 11747
CLOSED NOW

From Business: Creating a sound investment strategy for your situation can seem like an overwhelming task, but Piermont Wealth Management’s financial planners are here to help…

Ladenburg Thalmann & Co - Investment Management
(631) 270-1600
58 S Service Rd Ste 160
Melville, NY 11747

From Business: Established in 1876, Ladenburg Thalmann & Company is a full-service banking and brokerage firm. It offers independent brokerage and advisory services and assists…

Triump Small Cap Fund Inc - Investment Management
(516) 628-6116
1000 Woodbury Rd
Woodbury, NY 11797
Continental Mortgage Investment Corp - Investment Management
(800) 645-7502
85 Froehlich Farm Blvd
Woodbury, NY 11797
Flagstar Bank - Banks
(516) 938-2460
1092 Old Country Rd
Plainview, NY 11803

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.…

Edward Jones - Financial Advisor: Robert C Diaz, CFP®|AAMS™ - Investments
(516) 349-1204
255 Executive Dr Ste 403
Plainview, NY 11803
CLOSED NOW

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…

20/20 Financial Solutions, Inc. - Financial Planning Consultants
(516) 391-0397
48 S Service Rd Ste 400
Melville, NY 11747
CLOSED NOW

From Business: 20/20 Financial Solutions, Inc. offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our…

Charter Oak Financial - Melville, NY - Financial Planners
(516) 391-0300
48 S Service Rd Ste 400
Melville, NY 11747
CLOSED NOW

From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.

Intellectual Capital - Ameriprise Financial Services - Financial Planners
(516) 248-3900
48 S Service Rd Ste 403
Melville, NY 11747
CLOSED NOW

From Business: At Intellectual Capital, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

Anthony Stella - Financial Advisor, Ameriprise Financial Services - Financial Planners
(516) 248-3900
48 S Service Rd Ste 403
Melville, NY 11747
CLOSED NOW

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…

Dennis Miller - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(516) 248-3900
48 S Service Rd Ste 403
Melville, NY 11747
CLOSED NOW

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…

TIAA Financial Services - Financial Planners
(866) 842-2053
58 S Service Rd Ste 305
Melville, NY 11747

From Business: Our wealth management advisors in TIAA’s Melville, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving…

Compass Financial Grp - Financial Planning Consultants
(516) 938-2400
998 Old Country Rd Ste 4
Plainview, NY 11803
CLOSED NOW
Independent Captive Associates - Investment Management
(516) 629-9044
300 S Oyster Bay Rd
Syosset, NY 11791
CLOSED NOW

From Business: Independent captive associates specializes in alternative risk MANAGMENT for MID market businesses. Providing formation. Administration. Investments & TAX…

Family Wealth & Pension Management - Investment Management
(516) 921-8300
7600 Jericho Tpke
Woodbury, NY 11797
CLOSED NOW

From Business: We are a team of CFP professionals, who serve as investment and financial planning advocates Family Office counselors. The advice and services we provide allow…

John Trotta - TD Wealth Relationship Manager - Investment Management
(860) 936-2338
225 N Broadway
Hicksville, NY 11801
CLOSED NOW

From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial…

William Ramos CPA PC - Investment Management
(516) 644-5877
226 N Wantagh Ave
Bethpage, NY 11714

From Business: William ramos CPA PC provides auditing. Review and compilation services along with TAX return preparation for various entity types. Cloud based payroll services…

Cornerstone Wealth Strategies Group - Investment Management
(516) 733-2004
1 Jericho Plz Ste 106
Jericho, NY 11753
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

Robin Johnson - RBC Wealth Management Financial Advisor - Investment Management
(201) 953-1532
1 Jericho Plz Ste 106
Jericho, NY 11753
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

Personal Wealth Management Montalto Weil - Investment Management
(516) 733-2002
1 Jericho Plz Ste 106
Jericho, NY 11753
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

The MMC Group - Investment Management
(516) 733-2040
1 Jericho Plz Ste 106
Jericho, NY 11753
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

Linda Sama - RBC Wealth Management Financial Advisor - Investment Management
(516) 733-2037
1 Jericho Plz Ste 106
Jericho, NY 11753
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

RBC Wealth Management Branch - Jericho-NY - Investment Management
(516) 733-2000
1 Jericho Plz Ste 106
Jericho, NY 11753
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

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