📍 9 S Long Beach Rd, Rockville Center, NY, 11570
📞 516-763-9700
Work with a firm that understands the challenges in today's economic environment At The Pinnacle Financial Group, we understand that wealth is not about number - it's about desired outcomes. We define wealth differently than many investment management firms because we are different. We believe financial independence occurs when your money and finances are aligned, enabling you to live the lifestyle you desire in a manner consistent with your goals and values. As independent wealth advisors, helping you live the life you want now and throughout retirement is our only focus. Our clients rely on us to help seek to protect a lifetime of assets by developing and implementing strategies tailored to their individual goals. It would be our pleasure to do the same for you, serving as your advocate and guide on the path to financial independence. We look forward to an opportunity to help you simplify the demands of managing your financial life, enabling you to devote more time to your business, your personal endeavors and your family. By incorporating retirement and estate planning, tax strategies, and risk management, we can address every aspect of your financial future.
📍 209 Merrick Rd, Oceanside, NY, 11572
📞 516-594-8022
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 education and be a tax-smart investor.
📍 242 W Park Ave, Long Beach, NY, 11561
📞 516-889-4623
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 education and be a tax-smart investor.
📍 1403 Broadway, Hewlett, NY, 11557
📞 516-374-8328
🌐 fa.ml.com/kareen.green-bridgers
As a Merrill Lynch Financial Advisor, I offer financial solutions for high net worth individuals and business owners.
📍 1316 Broadway, Hewlett, NY, 11557
📞 516-295-7709
📍 1175 W Broadway Ste 10, Hewlett, NY, 11557
📞 516-239-9203
📍 1135 Railroad Ave, Hewlett, NY, 11557
📞 718-696-4000
📍 119 N Park Ave Ste 307, Rockville Center, NY, 11570
📞 516-764-0951
📍 94 Atlantic Ave, Lynbrook, NY, 11563
📞 516-887-4900
🌐 www.mesinc.org
Locally owned and operated. See us for all your needs.