28 results for:

Financial Planning in Uniondale

Edelman Financial Engines

Edelman Financial Engines Verified by Yext

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1130 RXR Plaza, Suite 1130, Uniondale, NY

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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 Uniondale is here for you, serving Long Island and the surrounding areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by... Read More about Edelman Financial Engines

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Randall C Perkins - Private Wealth Advisor, Ameriprise Financial Services, LLC

Randall C Perkins - Private Wealth Advisor, Ameriprise Financial Services, LLC Verified by Yext

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90 Merrick Ave, Ste 403, East Meadow, NY

More info available at FINRA's BrokerCheck website

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 sometimes feel difficult. As an Ameriprise financial advisor serving clients in the East Meadow, NY area, Randall C Perkins will take the time to understand you and your goals, as well as... Read More about Randall C Perkins - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Jonathan London - Private Wealth Advisor, Ameriprise Financial Services, LLC

Jonathan London - Private Wealth Advisor, Ameriprise Financial Services, LLC Verified by Yext

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90 Merrick Ave, Ste 403, East Meadow, NY

More info available at FINRA's BrokerCheck website

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 sometimes feel difficult. As an Ameriprise financial advisor serving clients in the East Meadow, NY area, Jonathan London will take the time to understand you and your goals, as well as those... Read More about Jonathan London - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Next Horizon Wealth - Ameriprise Financial Services, LLC

Next Horizon Wealth - Ameriprise Financial Services, LLC Verified by Yext

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90 Merrick Ave, Ste 403, East Meadow, NY

More info available at FINRA's BrokerCheck website

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 course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the East Meadow, NY area... Read More about Next Horizon Wealth - Ameriprise Financial Services, LLC

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James Newkirk - Financial Advisor, Ameriprise Financial Services, LLC

James Newkirk - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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90 Merrick Ave, Ste 403, East Meadow, NY

More info available at FINRA's BrokerCheck website

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 sometimes feel difficult. As an Ameriprise financial advisor serving clients in the East Meadow, NY area, James Newkirk will take the time to understand you and your goals, as well as those... Read More about James Newkirk - Financial Advisor, Ameriprise Financial Services, LLC

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Jack Lantier - Associate Financial Advisor, Ameriprise Financial Services, LLC

Jack Lantier - Associate Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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90 Merrick Ave, Ste 403, East Meadow, NY

More info available at FINRA's BrokerCheck website

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 sometimes feel difficult. As an Ameriprise financial advisor serving clients in the East Meadow, NY area, Jack Lantier will take the time to understand you and your goals, as well as those... Read More about Jack Lantier - Associate Financial Advisor, Ameriprise Financial Services, LLC

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Straight Line Source

Straight Line Source Verified by Yext

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215 RXR Plaza, Uniondale, NY

Apply for Next Day Working Capital

Straight Line Source (SLS) is a premier national provider of fast business funding and working capital solutions. Having secured over $600 Million for 11,000+ businesses, we specialize in high-approval financing when traditional banks say no. Our liquidity solutions include SBA Loans, Business Lines of Credit, Merchant Cash Advances, and Invoice Financing. Whether you need to cover payroll, purchase equipment, or... Read More about Straight Line Source

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Jovan Rashford - Edelman Financial Engines

Jovan Rashford - Edelman Financial Engines Verified by Yext

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1130 RXR Plaza, Suite 1130, Uniondale, NY

My mission is to educate and empower our clients to achieve financial freedom and security through personalized financial planning. This involves many pieces that come together to form a complete financial picture. I am both passionate and dedicated to helping our clients live their best life today and tomorrow. In my free time, I enjoy spending it with my family.... Read More about Jovan Rashford - Edelman Financial Engines

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Caroline Angell - Edelman Financial Engines

Caroline Angell - Edelman Financial Engines Verified by Yext

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1130 RXR Plaza, Suite 1130, Uniondale, NY

Being a financial planner combines many of my passions. I enjoy educating clients about the importance of being intentional when working toward savings and spending goals. It is very fulfilling to help families achieve goals that they never thought possible, such as funding kids’ and grandkids’ college, retiring comfortably, being able to travel or purchasing a dream home, to name... Read More about Caroline Angell - Edelman Financial Engines

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John Burke - Associate Financial Advisor, Ameriprise Financial Services, LLC

John Burke - Associate Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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90 Merrick Ave, Ste 403, East Meadow, NY

More info available at FINRA's BrokerCheck website

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 sometimes feel difficult. As an Ameriprise financial advisor serving clients in the East Meadow, NY area, John Burke will take the time to understand you and your goals, as well as those... Read More about John Burke - Associate Financial Advisor, Ameriprise Financial Services, LLC

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Matt Cuiffo - Edelman Financial Engines

Matt Cuiffo - Edelman Financial Engines Verified by Yext

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1130 RXR Plaza, Suite 1130, Uniondale, NY

Since 2011, I’ve had the opportunity as a financial planner to help my clients navigate through their unique challenges and work toward reaching their financial goals and dreams like purchasing a home, saving for education and planning for a successful retirement. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not... Read More about Matt Cuiffo - Edelman Financial Engines

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Emil Ben David - Edelman Financial Engines

Emil Ben David - Edelman Financial Engines

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1130 RXR Plaza, Suite 1130, Uniondale, NY

I became a financial advisor after years in the industry because I wanted to work as a fiduciary – where my investment advice aligns with my clients’ best interests and my own values. My philosophy is rooted in ethics and service; helping people feel confident about their financial future is what drives me every day. Outside of work, I’m passionate... Read More about Emil Ben David - Edelman Financial Engines

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Ira I. Rousso, MSF, MPAS, CFP, AWMA

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506 RXR Plaza, Uniondale, NY

Serving New York City, NY and outlying areas Ira Rousso and company are offering the following services not limited to: Investments, College Funding, Estate Planning, Risk Management and Retirement Planning.

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