Financial Planners Certified in Massapequa, New York

Massapequa / New York / United States

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At FONDOS we offer financing options such as short and long term loans and lines of credit to grow your business, because we understand that financing a small business can be a challenge that requires more time than most small business owners have in one day. We offer a quick response to loan applications, qualifying and evaluating business performance based on a variety of important performance indicators. Our mission is to support and train small businesses, committed 100% to serve our customers with the most intelligent financing solutions, and that is that in FUNDS we think that nobody should be left out of the economy because the cost is too high or the technology too complex. So we are building easy tools to empower and enrich people by shortening the distance between having an idea and living from it, because in FONDOS we believe in fairness and squareness. At FONDOS we offer flexible terms and rates based on the performance of your business, and not your personal credit history, we can make a loan with FUNDS a more attractive option compared to a traditional bank loan.

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Joseph Mocniak - Ameriprise Financial Services, Inc. photos

Joseph Mocniak - Ameriprise Financial Services, Inc., Massapequa

Massapequa / New York / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

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Joseph Mocniak - Ameriprise Financial Services, Inc., Massapequa

Massapequa / New York / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

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Stola & Associates, Massapequa

Massapequa / New York / United States

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Stola & Associates is an accounting firm serving individuals and businesses in Massapequa and the surrounding communities. Please call its office at the number provided for more information about the financial services this company offers.

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Matthew L Langley - Ameriprise Financial Services, Inc. photos

Matthew L Langley - Ameriprise Financial Services, Inc., Massapequa

Massapequa / New York / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

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Joseph Mocniak - Ameriprise Financial Services, Inc., Massapequa

Massapequa / New York / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

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Investment Insight Wealth Management photos

Investment Insight Wealth Management, Massapequa

Massapequa / New York / United States

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Investment Insight Wealth Management, LLC is a Registered Investment Advisor serving businesses, retirement plans and high net worth investors since 2004. Located in Massapequa, New York. As Long Island Investment Advisors, we are proud of our twenty-five years of investment experience. We have no affiliations with brokerage firms, insurance companies, banks, or mutual fund companies. We do not collect commissions. We work strictly for our clients. What that means to our clients is real investment advice, free from all conflicts that exist when your advisor is working the financial firm instead of you. Our client’s assets are invested through one of the nation’s largest discount brokers, where we invest in mutual funds with no sales charges. Our clients pay very low rates to the discount broker for stock and bond trades. Lower fees mean higher returns for our clients’ portfolios. We provide a variety of services under the scope of investment management and financial planning, including portfolio analysis and management, developing a financial plan, retirement planning, investment tax strategies, estate tax planning, educational planning, and funding.

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