Financial Services in Monsey, New York
3 Financial Services businesses are based in Monsey.
Aba Miller CFO
Monsey
Fractional CFO Services | HR Software Advisor
Money by Meira
Monsey
Money by Meira Financial Education & Budgeting I work with people all over the world helping individuals and families build healthier money habits through practical financial education, realistic budgeting, and intentional spending. Money by Meira focuses on creating simple, sustainable systems that reduce financial stress and support long-term financial confidence.
CB Financial Solutions
Monsey
Translating financial data into actionable insights for small business success.
- Also available · travel & online
Spring Home
Toms River / Jackson · Available online
Mortgage company offering mortgages with ease.
What’s The Point LLC
Detroit · Available online
The Point of What’s The Point Most people see credit cards as a way to borrow money or buy now, pay later. In the points world, people treat them as a game, or extra credit, or just something that will allow them to travel for free. We see them differently. We wanted to show people that points are a smart financial tool and can become a meaningful part of your financial plan. Sam’s background as an accountant and Gabe’s deep familiarity with the points space meant that we started advising our family, friends, and clients on how to do this right. WTP grew out of that need for financial-planning-centered points advice. We post scenarios of how people have made points work in real life, latest news in the space, and guides on anything and everything related.
Lifeinsurans.com
Toms River / Jackson · Available online
At LifeInsurans, we believe every family deserves financial security — no matter their age, health, or budget. Since 2003, our licensed advisors have helped tens of thousands of Americans find the right life insurance coverage from more than 30 top-rated carriers, including Northwestern Mutual, MassMutual, New York Life, Prudential, and Guardian Life. Life insurance isn't one-size-fits-all. A young family protecting a mortgage needs something different from a business owner funding a buy-sell agreement or a retiree planning their estate. That's why we offer a full range of coverage options — from affordable term life insurance starting under $20/month, to permanent solutions like whole life and indexed universal life (IUL) that build cash value tax-deferred over time. Our process is simple: fill out a quick form, and a licensed advisor will present you with personalized quotes — usually within minutes. There's no obligation, no pressure, and no cost. For those who qualify, same-day approval is available with no medical exam required. Not sure how much coverage you need? Use our free life insurance calculator or explore our coverage guide to calculate the right amount based on your income, mortgage, debts, and family goals. Whether you're a new parent, a business owner, or planning for retirement, we have the expertise and carrier access to find the right fit.
Munk Financial
Far Rockaway / Five Towns · Available online
I help my clients with all things financial planning. Wealth management Risk and insurance management Tax planning Retirement planning