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Financial Planners in Great Neck, New York

Peoples United Bank photos
Peoples United Bank, Great Neck
Great Neck / New York / United States
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Founded in 1842, our business has been built upon our ability to exceed your expectations. As a premier, community-based, regional bank, we tailor our checking, savings, mobile banking, small business, commercial and wealth management products and services to address your financial needs and those of your family. Our employees provide an extraordinary customer experience through a network of over 400 branches in Connecticut, New York, Massachusetts, Vermont, New Hampshire and Maine and seven-day banking at more than 140 convenient Stop & Shop locations in Connecticut and New York. Visit your local Peoples United Bank at Great Neck, NY and talk to one of our financial experts today!
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Merrill Lynch Wealth Management Advisor Edna Eidelberg photos
Merrill Lynch Wealth Management Advisor Edna Eidelberg, Great Neck
Great Neck / New York / United States
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Welcome to Merrill Lynch in GREAT NECK, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.
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Asset Advisory Service photos
Asset Advisory Service, Great Neck
Great Neck / New York / United States
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Asset Advisory Services is a full-service financial management company providing clients with customized financial programs such as investment management, tax planning, estate conservation, all types of insurance, college planning, and employer/employee benefit packages. AAS has been serving businesses and individuals in the community for more than 35 years.

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Butwin Insurance Group photos
Butwin Insurance Group, Great Neck
Great Neck / New York / United States
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Merrill Lynch photos
Merrill Lynch, Great Neck
Great Neck / New York / United States
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Welcome to Merrill Lynch in GREAT NECK, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.
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Lauren Rosenberg-Moffitt - Ameriprise Financial Services, Inc. photos
Lauren Rosenberg-Moffitt - Ameriprise Financial Services, Inc., Great Neck
Great Neck / New York / United States
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Putting clients first; its what I do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Im proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Merrill Lynch photos
Merrill Lynch, Great Neck
Great Neck / New York / United States
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Welcome to Merrill Lynch in GREAT NECK, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.
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Silver Fin Capital Group LLC photos
Silver Fin Capital Group LLC, Great Neck
Great Neck / New York / United States
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Atria Cutter Mill photos
Atria Cutter Mill, Great Neck
Great Neck / New York / United States
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Located in the heart of Great Neck, with easy access to village shopping, restaurants and the LIRR, Atria Cutter Mill offers older adults the benefits of a simplified lifestyle with discreet, 24-hour support from a professional staff. Our community is built to foster connection, with outdoor gathering spaces like a garden courtyard with a koi pond and waterfall - and inviting indoor spaces like an art studio, pub and library. Delicious dining experiences and engaging social events are part of each day. And because we take care of the cooking, cleaning and maintenance, residents have more time to pursue their passions and discover new ones. Here, you are free to spend each day as you like. Enjoy good conversation over a chef-prepared breakfast. Attend a strength training class. Join friends for an outing to Lincoln Center or the Met. At Atria, the choice is always yours.
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Merrill Lynch Wealth Management Advisor Camillo Dangelo photos
Merrill Lynch Wealth Management Advisor Camillo Dangelo, Great Neck
Great Neck / New York / United States
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Welcome to Merrill Lynch in GREAT NECK, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.
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The Karka Group photos
The Karka Group, Great Neck
Great Neck / New York / United States
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Kings Point Capital Management photos
Kings Point Capital Management, Great Neck
Great Neck / New York / United States
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Nelkin Capital Management is a local financial firm. Its professionals manage client assets and provide financial advice. For more details, please call. 

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Joseph S. Grieco Crpc-Merrill Lynch photos
Joseph S. Grieco Crpc-Merrill Lynch, Great Neck
Great Neck / New York / United States
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Welcome to Merrill Lynch in GREAT NECK, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.
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Majestic Property Management photos
Majestic Property Management, Great Neck
Great Neck / New York / United States
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Majestic Property Management Corporation is a property management division of Gould Investors. It supervises the management of office, retail and industrial facilities, as well as more than 3,500 apartment units. Majestic Property Management Corporations professionals oversee on-site operations at office buildings, shopping centers, apartment complexes and industrial facilities. It provides a range of services to outside property owners, as well as cooperative housing corporations. Majestic Property Management Corporation offers project management, general contracting, leasing, apartment rehabilitative, office tenant installation and financial reporting services. Gould Investors owns and operates a portfolio of real estate assets located throughout the United States. The company is affiliated with BRT Realty Trust, One Liberty Properties, MD Sass/Gould Securities, Majestic Property Affiliates and Majestic Rose.
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Merrill Lynch Wealth Management Advisor Jeffrey F Smith photos
Merrill Lynch Wealth Management Advisor Jeffrey F Smith, Great Neck
Great Neck / New York / United States
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Welcome to Merrill Lynch in GREAT NECK, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.
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Sterling National Bank photos
Sterling National Bank, Great Neck
Great Neck / New York / United States
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At Sterling National Bank Great Neck 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.
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Citibank photos
Citibank, Great Neck
Great Neck / New York / United States
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Citibank, founded in 1812, is the fourth-largest banking company in the United States. Citibank offers a wide variety of financial services such as checking and savings accounts, credit cards, CDs, mortgages and auto loans. It has a 24-hour ATM service. For more information, please see the website.

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Santander Bank photos
Santander Bank, Great Neck
Great Neck / New York / United States
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This Great Neck branch of Santander Bank is here to help serve your financial needs. With checking accounts, money market savings accounts, auto loans, personal loans, online banking, mortgages, and business banking – as well as a full suite of other banking products and services – Santander Bank’s network of 9,800 colleagues is here to help you and your business. With more than 650 branches and more than 2,000 Santander ATMs across the Northeast, including many CVS/pharmacy® locations. Member FDIC. Equal Housing Lender.
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Merrill Lynch Financial Advisor Nicholas Buglisi photos
Merrill Lynch Financial Advisor Nicholas Buglisi, Great Neck
Great Neck / New York / United States
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Welcome to Merrill Lynch in GREAT NECK, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.
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Sterling National Bank photos
Sterling National Bank, Great Neck
Great Neck / New York / United States
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At Sterling National Bank Great Neck 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.
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