Wealth Management in Hicksville, NY

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List of Firms

Hicksville, NY Wealth Management Firms

Wells Fargo Advisors Financial Network
SEC File# 801-57434
CRD# 11025
Location 161 Levittown Pkwy, Hicksville, NY 11801, USA
Phone (516) 605-2500
Strategies for Wealth
Location 50 Jericho Quadrangle Ste 301, Jericho, NY 11753, USA
Phone (516) 682-2500
Clearmark Partners, LLC
Location 100 Duffy Ave Ste 510, Hicksville, NY 11801, USA
Phone (516) 644-5007
Merrill Lynch Wealth Management Advisor Matthew Gold
Location 1325 Franklin Ave 4th Floor, Garden City, NY 11530, USA
Phone (516) 877-8248
Beacon Financial
SEC File# 801-122901
CRD# 317775
Location 911 Police Plaza, Second Floor, Hicksville, NY 11801, USA
Phone (888) 610-2239
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
North Shore Wealth Management Group, LLC
5 out of 5
Location 5000 Merrick Rd, Massapequa, NY 11758, USA
Phone (516) 576-8886
AgileSol Consulting Inc
5 out of 5
Location 115 N Broadway #205, Hicksville, NY 11801, USA
Phone (516) 342-7279
James Kelly - Financial Advisor, Ameriprise Financial Services, LLC
Location 1600 Stewart Ave Ste 303, Westbury, NY 11590, USA
Phone (516) 764-0951
STEINBERGANNA Wealth Management Corp.
Location 76 New York Ave, Huntington, NY 11743, USA
Phone (631) 271-6160
Focused Wealth Management
SEC File# 801-71860
CRD# 154828
5 out of 5
Location 11 Old Balmville Rd, Newburgh, NY 12550, USA
Phone (845) 691-4035
The Horizon Group
Location 20 Jerusalem Ave, Hicksville, NY 11801, USA
Phone (212) 324-9700
Bosphorus Wealth Management Group - UBS Financial Services Inc.
Location 1251 6th Ave 2nd Floor, New York, NY 10020, USA
Phone (212) 626-8651
Wealth Management in Hicksville, NY

Where Wealth Management Advisors in Hicksville, NY Serve

Hicksville is a suburban town in Long Island, NY. It is located approximately 40 miles east of Manhattan and has a population of over 41,000 people. The town is home to a variety of businesses and landmarks, including the Hicksville Gregory Museum, the Broadway Mall, and the Western Beef supermarket. Major highways and streets in Hicksville include the Long Island Expressway (I-495), the Meadowbrook Parkway (Route 24), and New York State Route 106. The town's neighborhoods include Floral Park, Jericho, Plainview, and Westbury.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Hicksville, NY provide a variety of services to their customers. Some of the most common services include: checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a variety of other services, such as online banking, bill pay, and mobile banking. They may also offer investment advice, insurance products, and other financial planning services.

Retirement Planning

Hicksville, NY is a great place to retire. There are many retirement planning options available in the city, and retirees can find plenty of activities to keep them busy. The city also has a strong community spirit, which makes it a great place to live in retirement.

Tax Services

A tax accountant in Hicksville, NY is responsible for calculating and filing taxes for individuals and businesses. They must be familiar with the tax code in order to ensure that their clients are paying the correct amount of taxes. Many tax accountants also offer other services such as bookkeeping and financial planning.

Financial Advisor

A financial advisor in Hicksville, NY helps people save for their future and plan for their retirement. They work with individuals and businesses to create investment plans, and offer advice on insurance, taxes, and other financial matters. Financial advisors must be licensed by the state in which they work, and most hold a degree in finance or economics.

Insurance Broker

An insurance broker in Hicksville, NY helps people find and purchase insurance policies. They work with a variety of clients, including businesses and individuals, to find the best rates and coverage for their needs. Brokers are licensed professionals who have a great deal of knowledge about the insurance industry. They can help you compare policies from different companies, and they can also assist you with filing claims if you ever need to use your policy.

Mortgage Loan Officer

A mortgage loan officer in Hicksville, NY is responsible for helping people get mortgages. They help people figure out what kind of mortgage they need, and help them through the application process. They also work with lenders to make sure that the loans get approved.

Estate Planning Lawyer

An estate planning lawyer in Hicksville, 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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