Financial Planners in Massapequa, New York - ViewLocate

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FONDOS INC photos

FONDOS INC, Massapequa

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.

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.

Site Financial Services photos

Site Financial Services, Massapequa

Massapequa / New York / United States

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Site Financial Services is located on Broadway and offers a mix of bridge and financial loans. It also offers financial consultation. Call for an appointment.

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.

Educational Compliance photos

Educational Compliance, Massapequa

Massapequa / New York / United States

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In business since 2006, Educational Compliance Management (ECM) is a student financial aid processing service for institutions of post- secondary education. It also provides educational and accreditation consulting services assisting schools in seeking and obtaining national accreditation.

Raymond James Financial Services photos

Raymond James Financial Services, Massapequa

Massapequa / New York / United States

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Raymond James is a financial advisor business specializing in both personal and professional services including personal investing, financial planning, investment banking and equity research.

Jansen Brokerage photos

Jansen Brokerage, Massapequa

Massapequa / New York / United States

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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.

Perlson LLP photos

Perlson LLP, Massapequa

Massapequa / New York / United States

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This CPA firm offers accounting, tax preparation, and tax and financial planning services to businesses and wealthy individuals. The company is affiliated with JP Wealth Management, Inc.

LPL Financial photos

LPL Financial, Massapequa

Massapequa / New York / United States

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Sterling National Bank photos

Sterling National Bank, Massapequa

Massapequa / New York / United States

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At Sterling National Bank Massapequa NY, our promise to clients goes above and beyond our comprehensive suite of products and services. Our relationship managers provide a single point of contact to coordinate various financial disciplines and streamline the banking process. Theyre able to draw upon a unique breadth of tools and expertise, applying a thorough understanding of your business and serving as a valuable and skilled financial partner. This rare combination of dedicated attention and extensive resources means that every client can expect extraordinary.

Royal Alliance Associates photos

Royal Alliance Associates, Massapequa

Massapequa / New York / United States

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American Brokerage Insurance Agency photos

American Brokerage Insurance Agency, Massapequa

Massapequa / New York / United States

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American Brokerage Insurance Agency provides personal insurance to customers in Massapequa and the surrounding Long Island communities. The company offers home, auto, life and boat policies.

North Shore Wealth Management Group photos

North Shore Wealth Management Group, Massapequa

Massapequa / New York / United States

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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.

Csa Tax Svce photos

Csa Tax Svce, Massapequa

Massapequa / New York / United States

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CSA Tax is an accounting and tax preparation company in Massapequa. It provides services to individuals and businesses in the greater New York City area.

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.

Daniel P. Mazzola photos

Daniel P. Mazzola, Massapequa

Massapequa / New York / United States

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Daniel P. Mazzola is a money manager serving clients in the Massapequa area. To schedule an appointment, call Mr. Mazzola's home office during regular business hours.

Apple Bank for Savings photos

Apple Bank for Savings, Massapequa

Massapequa / New York / United States

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J P Wealth Management Inc photos

J P Wealth Management Inc, Massapequa

Massapequa / New York / United States

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JP Wealth Management is a financial planner located in Massapequa and serving clients in the surrounding Long Island communities. The four-adviser team provides a variety of wealth management products and services.

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