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Near 11042. Lake Success.

24 financial advisors & firms and 24 insurance agents verified near Lake Success, NY — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 11042

Weber Asset Management, INC.0 mi

RIA firm · Lake Success, NY 11042 · Registered investment adviser · $652M AUM

CRD 106267 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Shulman Demeo Asset Management, LLC0 mi

RIA firm · Lake Success, NY 11042 · Registered investment adviser · $815M AUM

CRD 142897 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Davidov Financial Coaching, LLC0 mi

RIA firm · New Hyde Park, NY 11042 · Registered investment adviser · $144M AUM

CRD 166794 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Matrix Private Wealth Management INC.0 mi

RIA firm · Lake Success, NY 11042 · Registered investment adviser · $17M AUM

CRD 281197 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Quan Vest Consultants INC2.5 mi

RIA firm · Manhasset, NY 11030 · Registered investment adviser

CRD 104714 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
C & C Financial Services, INC.2.5 mi

RIA firm · Great Neck, NY 11021 · Registered investment adviser · $66M AUM

CRD 106752 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kutz and Company INC.2.5 mi

RIA firm · Great Neck, NY 11021 · Registered investment adviser · $115M AUM

CRD 124722 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Msm Financial Strategies2.5 mi

RIA firm · Manhasset, NY 11030 · Registered investment adviser · $37M AUM

CRD 125889 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cross Shore Capital Management, LLC2.5 mi

RIA firm · Great Neck, NY 11021 · Registered investment adviser · $147M AUM

CRD 136650 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Prescott, Adams and Group INC.2.5 mi

RIA firm · Albertson, NY 11507 · Registered investment adviser

CRD 137699 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Rga Investment Advisors, LLC2.5 mi

RIA firm · Great Neck, NY 11021 · Registered investment adviser · $101M AUM

CRD 149171 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sag Harbor Capital Management, LLC2.5 mi

RIA firm · Great Neck, NY 11021 · Registered investment adviser · $427M AUM

CRD 161490 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lowell Road Asset Management, INC.2.5 mi

RIA firm · Manhasset, NY 11030 · Registered investment adviser · $50M AUM

CRD 164370 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Stone Hill Fiduciary Management, LLC2.5 mi

RIA firm · Great Neck, NY 11021 · Registered investment adviser · $2.8B AUM

CRD 164981 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Wealthunite Advisors, LLC2.5 mi

RIA firm · Manhasset, NY 11030 · Registered investment adviser · $63M AUM

CRD 285807 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Generation Wealth Management2.5 mi

RIA firm · Great Neck, NY 11021 · Registered investment adviser · $4M AUM

CRD 286111 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Riemann Capital LLC2.5 mi

RIA firm · Great Neck, NY 11021 · Registered investment adviser

CRD 306524 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Palumbo Wealth Management LLC2.5 mi

RIA firm · Great Neck, NY 11021 · Registered investment adviser · $543M AUM

CRD 306548 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
the Wealthplan LLC2.5 mi

RIA firm · Great Neck, NY 11021 · Registered investment adviser · $87M AUM

CRD 306820 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Halo Investment Services, LLC2.5 mi

RIA firm · Manhasset, NY 11030 · Registered investment adviser · $60M AUM

CRD 325613 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Modoo Strategy LLC2.5 mi

RIA firm · Great Neck, NY 11021 · Registered investment adviser

CRD 329227 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Legeis Capital Advisors, LLC2.5 mi

RIA firm · Great Neck, NY 11021 · Registered investment adviser · $497M AUM

CRD 332943 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kpoint Capital LLC2.5 mi

RIA firm · Manhasset, NY 11030 · Registered investment adviser · $3M AUM

CRD 333024 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
R Squared IV2.5 mi

RIA firm · Manhasset, NY 11030 · Registered investment adviser

CRD 337212 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 11042

Gotham Brokerage Co., Inc.13.6 mi

Insurance · New York, NY · Co-op, condo & apartment insurance; pre-war and luxury high-rise units

This is you? Claim itclaimable & removable by its owner
Brownstone Agency13.6 mi

Insurance · New York, NY · Brownstone, row house, co-op & condominium building insurance

This is you? Claim itclaimable & removable by its owner
HUB International Private Client13.6 mi

Insurance · New York, NY · HNW personal lines: high-value home, fine art & jewelry collections, umbrella

This is you? Claim itclaimable & removable by its owner
Virginia Chan13.6 mi

Insurance · State Farm · New York, NY · Auto, homeowners, renters & life for the Upper East Side

This is you? Claim itclaimable & removable by its owner
Julie De Rossi13.6 mi

Insurance · State Farm · New York, NY · Auto, home & life insurance in Manhattan

This is you? Claim itclaimable & removable by its owner
Kate Rhee13.6 mi

Insurance · State Farm · New York, NY · Auto, home, renters & life insurance in Manhattan

This is you? Claim itclaimable & removable by its owner
Gabriel Ramirez13.6 mi

Insurance · Allstate · New York, NY · Auto & home insurance for Manhattan, Brooklyn and Westchester

This is you? Claim itclaimable & removable by its owner
Insure NYC Brokerage14.8 mi

Insurance · New York, NY 10023 · Co-op, condo, homeowners and personal lines across NYC

This is you? Claim itclaimable & removable by its owner
Howard & Gay Insurance, LLC (Scarsdale)16.6 mi

Insurance · Scarsdale, NY 10583 · Home, auto, flood, valuable items, HNW insurance for Westchester

This is you? Claim itclaimable & removable by its owner
Gabriel Bundschuh & Associates, Inc.16.6 mi

Insurance · Scarsdale, NY 10583 · Home, auto, business & renters insurance in Scarsdale

This is you? Claim itclaimable & removable by its owner
Cross Insurance (Scarsdale)16.6 mi

Insurance · Scarsdale, NY 10583 · Personal insurance for Westchester homeowners

This is you? Claim itclaimable & removable by its owner
Munoz Insurance Services Inc.16.6 mi

Insurance · Scarsdale, NY 10583 · Personal and commercial lines throughout New York

This is you? Claim itclaimable & removable by its owner
Joseph Spadafino16.6 mi

Insurance · Allstate · Scarsdale, NY 10583 · Auto & home insurance in Scarsdale

This is you? Claim itclaimable & removable by its owner
Muller Insurance17.6 mi

Insurance · Hoboken, NJ · NYC co-ops, condos and high-value homes

This is you? Claim itclaimable & removable by its owner
The Oberman Companies17.8 mi

Insurance · Rye Brook, NY 10573 · Personal & commercial insurance for the New York area

This is you? Claim itclaimable & removable by its owner
Newhouse Financial Group18 mi

Insurance · Rye Brook, NY · Personal insurance for Westchester County families

This is you? Claim itclaimable & removable by its owner
Howard & Gay Insurance, LLC (Greenwich)18.8 mi

Insurance · Greenwich, CT · Home, auto, flood, valuable items, high-net-worth insurance

This is you? Claim itclaimable & removable by its owner
Alliant Insurance Services (Private Client)18.8 mi

Insurance · Greenwich, CT · Customized HNW insurance programs for affluent families

This is you? Claim itclaimable & removable by its owner
Dalila Namy18.8 mi

Insurance · State Farm · Greenwich, CT · Auto, home, life & business insurance in Greenwich

This is you? Claim itclaimable & removable by its owner
JWI Group19.3 mi

Insurance · White Plains, NY · Personal & commercial insurance across NY, NJ and CT

This is you? Claim itclaimable & removable by its owner
Mike O'Boyle19.3 mi

Insurance · State Farm · White Plains, NY · Auto, home & life for central Westchester (Scarsdale/Bronxville corridor)

This is you? Claim itclaimable & removable by its owner
Lawley Insurance (Westchester)19.5 mi

Insurance · Purchase, NY · Personal & business insurance; serves Rye, Scarsdale and Bronxville

This is you? Claim itclaimable & removable by its owner
Bill Schmauch19.5 mi

Insurance · State Farm · Old Greenwich, CT · Auto, home, life & business insurance in Old Greenwich/Riverside

This is you? Claim itclaimable & removable by its owner
Cross Insurance Private Client19.7 mi

Insurance · Greenwich, CT 06830 · Affluent homeowners; private-client market carriers

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Lake Success, NY.

  • Manhasset, NY2 mi
  • Great Neck, NY3 mi
  • Garden City, NY4 mi
  • Port Washington, NY6 mi
  • Westbury, NY6 mi
  • Uniondale, NY7 mi
  • Rockville Centre, NY7 mi
  • Jericho, NY8 mi
  • Cedarhurst, NY9 mi
  • Locust Valley, NY10 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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