Wealth Management in Glen Cove, NY

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Glen Cove, NY Wealth Management Firms

Pentegra Retirement Services
SEC File# 801-111055
CRD# 158043
Location 44 Marden Ave, Sea Cliff, NY 11579, USA
Time Monday: 9:00 AM – 4:45 PM Tuesday: 9:00 AM – 4:45 PM Wednesday: 9:00 AM – 4:45 PM Thursday: 9:00 AM – 4:45 PM Friday: 9:00 AM – 4:45 PM Saturday: 10:00 AM – 1:00 PM Sunday: Closed
Target Rock Wealth Management LLC
SEC File# 801-111055
CRD# 158043
Location 411 Theodore Fremd Ave Suite 206 S, Rye, NY 10580, USA
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Heller Wealth Management
SEC File# 801-61749
CRD# 124261
5 out of 5
Location 445 Broadhollow Rd #208, Melville, NY 11747, USA
Phone (631) 293-2806
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Gaun & Company CPAs, P.C.
5 out of 5
Location 231 Glen Cove Ave, Sea Cliff, NY 11579, USA
Phone (516) 759-0217
Bank of America (with Drive-thru ATM)
3 out of 5
Location 111 Forest Ave, Glen Cove, NY 11542, USA
Phone (516) 671-6465
ECRC
Location 3 School St, Glen Cove, NY 11542, USA
Phone (516) 759-2666
Gold Coast Advisors, LLC
Location 130 Shore Rd, Port Washington, NY 11050, USA
Phone (516) 944-0081
Solar Credit Solutions
Location 50 Glen St #234, Glen Cove, NY 11542, USA
Phone (800) 851-0073
Gold Coast Wealth Management
SEC File# 801-72197
CRD# 156338
Location 1 Jericho Plaza #201, Jericho, NY 11753, USA
Phone (516) 942-6615
Aqumulate LLC
Location 50 Glen St #224b, Glen Cove, NY 11542, USA
Phone (888) 623-7189
Merrill Lynch Wealth Management Advisor Tom Murray
Location 805 Northern Blvd, Great Neck, NY 11021, USA
Phone (516) 498-3300
Paul J. Nagel, CPA, CFP
5 out of 5
Location 13 Deasy Ln, Glen Cove, NY 11542, USA
Phone (516) 759-2930
CCS Management Group LLC
Location 41 Forest Ave # 200, Glen Cove, NY 11542, USA
Phone (516) 801-0374
Herb Hill Management Group
Location 45 Herb Hill Rd, Glen Cove, NY 11542, USA
Phone (516) 674-0101
Cove Capital Management
SEC File# 801-108198
CRD# 284649
Location 4 Bridle Ct, Oyster Bay, NY 11771, USA
Phone (516) 398-7897
Rockline Wealth Management
5 out of 5
Location 255 Executive Dr #409, Plainview, NY 11803, USA
Phone (516) 605-1613
James P. O'Day, CPA, P.C.
4 out of 5
Location 70 Glen St Suite 270, Glen Cove, NY 11542, USA
Phone (516) 671-3300
Primerica
Location 39 Glen St, Glen Cove, NY 11542, USA
Phone (516) 674-8901
The 58 Group - Morgan Stanley
Location 58 S Service Rd Ste 400, Melville, NY 11747, USA
Phone (631) 755-1607
Gamco Asset Management Inc
Location 401 Theodore Fremd Ave, Rye, NY 10580, USA
Phone (914) 921-5000
Vito Abbondandolo Llp
Location 21 Cedar Swamp Rd # E, Glen Cove, NY 11542, USA
Phone (516) 801-4251
Marino Wealth Management
Location 111 South St, Oyster Bay, NY 11771, USA
Phone (516) 588-1950
Vanderbilt Financial Group
SEC File# 801-77166
CRD# 116537
Location 125 Froehlich Farm Blvd, Woodbury, NY 11797, USA
Phone (631) 845-5100
Berenes Capital Management
Location 939 Ripley Ln, Oyster Bay, NY 11771, USA
Phone (516) 626-2615
Walker & McMillian LLC.
SEC File# 801-72203
CRD# 151367
Location 71 Robinson Ave, Glen Cove, NY 11542, USA
Phone (516) 818-2357
DiSilvio Wealth Management Group
Location 1055 Franklin Ave Ste 200, Garden City, NY 11530, USA
Phone (516) 916-5164
Wealth Management in Glen Cove, NY

Where Wealth Management Advisors in Glen Cove, NY Serve

Glen Cove is a city located on the north shore of Long Island in Nassau County, New York. It is considered part of the Greater New York metropolitan area. The city has a population of just over 26,000 people and is home to a number of landmarks, including Garvies Point Museum and Preserve, Glen Cove Mansion, and the United States Merchant Marine Academy. Glen Cove's top employers include Northwell Health, Cablevision Systems Corporation, and PepsiCo. Major highways and streets in the city include Route 107, Route 25A, and Glen Cove Road. Neighborhoods in Glen Cove include Belle Terre, Brookville, Cedarhurst, Glen Head, Hewlett Bay Park, and Sea Cliff.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Glen Cove, NY offer a variety of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. In addition to these products and services, banks can also provide their customers with investment advice, insurance products, and other banking services.

Retirement Planning

Retirement planning in Glen Cove, NY is the process of preparing for retirement by accumulating wealth and making provisions for income. There are a variety of ways to go about this, and each individual's situation is unique. Some people may choose to save money in a 401k or IRA account, while others may invest in stocks or real estate. Whatever route you decide to take, it's important to start planning for retirement as early as possible. The longer you wait, the more difficult it will be to make up for lost time.

Tax Services

Tax accountants in Glen Cove, NY perform a variety of services for their clients. They help businesses and individuals file their tax returns, they provide advice on how to reduce taxes, and they represent clients during audits. In addition, many tax accountants also offer bookkeeping and financial consulting services. Speak to a local tax accountant today to learn more about the services available to you.

Financial Advisor

A financial advisor in Glen Cove, NY helps people save money and plan for their future. They can help you invest your money, choose the right insurance policies, and more. If you're looking for someone to help you manage your finances, a financial advisor in Glen Cove, NY is a great option.

Insurance Broker

An insurance broker in Glen Cove, NY helps people find the best insurance plans for their needs and budget. They work with a variety of insurance companies to find the best rates and coverage for their clients. They also help people file claims and navigate the complex world of insurance.

Mortgage Loan Officer

A mortgage loan officer in Glen Cove, NY helps people obtain mortgages. They work with banks and other lenders to find the best mortgage products for their clients. They also help clients through the mortgage application process, and work with them to ensure they understand the terms of their mortgage.

Estate Planning Lawyer

An estate planning lawyer in Glen Cove, NY helps individuals and families create wills, trusts, and other legal documents to protect their assets. They can also help with estate tax planning and ensuring that your loved ones are taken care of after you die. If you're looking for peace of mind when it comes to your estate, contact an estate planning lawyer today.

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