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11 Financial Planners near North Merrick, New York
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Ronald J. Duswalt

CFP®, ChFC, MSFS,CLU

2.78 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving North Merrick, New York and the surrounding communities.

Old Castle Financial Advisors

2 Park Avenue, Suite 300
New York, NY 10017
(516) 394-2514

Attahjundwe Obiajulu

CFP®, CLU, CLTC

4.6 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving North Merrick, New York and the surrounding communities.

LPL Financial

Gateway Financial Partners/LPL, 102 Bradhurst Ave.
New York, NY 10039
(516) 334-3900

Christopher Zarra

CFP®, ChFC®, CFS®

Private Wealth Advisor 4.77 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Financial Advisor serving North Merrick, New York and the surrounding communities.

Ameriprise Financial Services, LLC

1600 Stewart Ave, Ste 303
Westbury, NY 11590
(516) 764-0951
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Martin E. Schwartz

CFP®

Senior Vice President-Wealth Management 4.92 Miles

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving North Merrick, New York and the surrounding communities.

Merrill Lynch

1325 Franklin Ave
Garden City, NY 11753
(800) 645-8600
+1 More Number
(516) 877-8442

Todd Dudonis

CFP®

4.25 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving North Merrick, New York and the surrounding communities.

Private Client Asset Management

401 Franklin AVe, Suite 110
Garden City, NY 11530
(516) 280-4623

Ross F. Mongiardo

CFP®

4.92 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Commission and Fee Financial Advisor serving North Merrick, New York and the surrounding communities.

1305 Franklin Ave, Ste 208
Garden City, NY 11530
(516) 739-1809

Erin A. Gibbons

CFP®

Senior Financial Advisor 4.41 Miles

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Financial Advisor serving North Merrick, New York and the surrounding communities.

United Asset Strategies

377 Oak Street, Suite 403
Garden City, NY 11530
(516) 222-0021

Richard L. Bergen

CPA, CFP®, PFS

President 4.92 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving North Merrick, New York and the surrounding communities.

RLB Wealth Planning, Inc.

1325 Franklin Ave, Ste 235
Garden City, NY 11530
(516) 741-1430

Peter Craig

CFP®

3.86 Miles

Specialties:

Commission and Fee Financial Advisor serving North Merrick, New York and the surrounding communities.

792 Carman Ave
Westbury, NY 11590-6428
(516) 938-5616

Michele Welch

CFP®

Financial Advisor 3.25 Miles

Specialties:

Commission and Fee Financial Advisor serving North Merrick, New York and the surrounding communities.

Ameriprise Financial Services, LLC

1600 Stewart Ave Ste 303
Westbury, NY 11590-6611
(516) 764-0951

Lee DeLorenzo

CFP®

President 4.25 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving North Merrick, New York and the surrounding communities.

United Asset Strategies, Inc.

377 Oak St., Suite 403
Garden City, NY 11530
(516) 222-0021 x 303