Investment Services locations near Woodmere, NY

Showing 1–10 of 10 results

Citibank

📍 1316 Broadway, Hewlett, NY, 11557

📞 516-204-7213

Citibank delivers a wide array of banking, mortgage, lending and investment services to individuals and small businesses. We also support the needs of small and large corporations, governments and institutional investors. In the U.S., we have over 700 branches, complemented by ATM's, online banking and mobile and tablet banking.

Worden Capital-Rockville Centre

📍 200 Sunrise Highway Fl 3, Rockville Center, NY, 11570

📞 516-621-0218

The Pinnacle Financial Group

📍 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.

Edward Jones - Financial Advisor: Sarah M Banks

📍 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.

Edward Jones - Financial Advisor: Ryan Parkinson

📍 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.

Edward Jones - Financial Advisor: Korey W Banks

📍 350 National Blvd Ste 2-d, Long Beach, NY, 11561

📞 516-897-1947

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.

Perlberg Falkenberg Investment Management Inc

📍 981 E End, Woodmere, NY, 11598

📞 516-374-7950

Raymond James

📍 858 Station Pl, Woodmere, NY, 11598

📞 516-791-8600

🌐 raymondjames.com

Affinity Investment Network

📍 140 Spruce St, Cedarhurst, NY, 11516

📞 516-612-0029

S & J Investments

📍 1 Meadow Dr, Lawrence, NY, 11559

📞 516-295-1762