Find finance companies in Jericho, NY. Listings include PCHOfficial Sayer Dave, Jenna Muscarella, MBA, CFP at Morgan Stanley, De Vita & Associates, Alison Longstreet, Financial Adviser with Eagle Strategies LLC, Prime Coverage Corp., Linda Sama, Financial Advisor at RBC Wealth Management.
Financial Advisor at Morgan Stanley
Personal NMLS420417 Branch NMLS2261649 Company NMLS3029
Founded in 1980 with just a desk and an empty filing cabinet, Grassi has grown into one of the nation's leading independent advisory and accounting firms. With client satisfaction ...
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Trust us, it's real! Since 1967, we've awarded over $590Million and were not stopping, dontquit���
Forming strategic partnerships with merchants, providing payment processing services.
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At Valor PayTech, we’re shaping the future of payments. Our secure & reliable solutions - powered by the Valor Payment Gateway and cloud-based CRM - help ISOs & merchants streamlin...
The advisors at Full Spectrum Financial Solutions focus on integrating business and personal financial planning in order to offer comprehensive financial and wealth planning for in...
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I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extend...
For more information on the designation(s), go to: https://advisor.morganstanley.com/bgs-group
I harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy that is designed for you. ©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), ...
Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not i...
FOR YOUR RETIREMENT: IRAs, Simple Plans, 401K and 403B, and Non-Qualified Plans FOR YOU AND YOUR FAMILY: Mutual Funds, Annuities, Individual Securities, Life and Long Term Care In...
Prime Coverage Corporation started out as a small New York / Long Island insurance agency representing the Aetna Life and Casualty Cos., by Paul Shipper in 1964. Since then, Prime...
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NMLS#: 1272852 © 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor...
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Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not i...
A private wealth advisory practice of Ameriprise Financial Services, LLC
NMLS #579986 © 2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor a...
My passion as a financial advisor with Oppenheimer stems from my desire to positively impact clients' lives for the better by helping reduce the stress of financial management. Thi...