Annuity services in Port Jefferson, NY
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Montauk Point Financial Services
● OpenMontauk Point Financial Services is a reputable finance institution located at 27 Ciliotta Lane in Port Jefferson Station, New York. Our dedicated team of financial experts are committed to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Montauk Point Financial Services has the knowledge and expertise to help you achieve your financial goals. With a focus on personalized service and tailored financial solutions, we strive to build long-lasting relationships with our clients and help them secure their financial future. Visit us today to see how we can assist you with your financial needs.
27 Ciliotta Ln, Port Jefferson Station, NY 11776, United States -
Access Brokerage Services
● ClosedWelcome to Access Brokerage Services, your trusted partner in the world of insurance solutions. Conveniently located at 14 Roosevelt Avenue, Port Jefferson Station, New York, we specialize in empowering agents with access to top-tier life and health insurance companies across the United States. Our mission is to offer a comprehensive selection of products and unparalleled support to professionals dedicated to the marketing and sales of life insurance, annuities, long-term care, and disability insurance. We proudly serve a diverse clientele of licensed professionals, including those in accounting, the stock market, insurance, and law.
14 Roosevelt Avenue, Port Jefferson Station, New York 11776, United States -
Fortitude Investment Group
● ClosedFortitude Investment Group is a finance institution located at 417 East Main Street, Port Jefferson, New York, United States. They believe in helping clients achieve their personal, professional, and financial goals by providing comprehensive financial planning services. Their team is committed to earning client relationships every day by investing time and expertise selflessly. They offer services in financial planning to address every phase of a client's financial life. Potential clients are invited to spend an hour discussing their financial goals with an investment professional. The institution values transparency and encourages clients to check the background of their investment professionals on FINRA's BrokerCheck. They provide educational information on investments, but advise clients to consult with a professional regarding their individual circumstances. Securities are offered through Concorde Investment Services, LLC, and advisory services through Concorde Asset Management, LLC. Fortitude Investment Group is independent of CIS, CAM, and CIA. Investors are advised to carefully consider the risks and charges of variable annuities before investing. The institution emphasizes that investment returns and principal value are not guaranteed, and product guarantees are based on the claims-paying ability of the issuing company.
417 E Main St #300, Port Jefferson, NY 11777, United States -
Chase Bank
● ClosedWelcome to Chase Bank, located at 120 Main Street, Port Jefferson, New York 11777, United States. As a leading name in the banking and financial services industry, Chase Bank is dedicated to providing a wide array of financial solutions tailored to meet the needs of individuals and businesses alike. Our branch in Port Jefferson offers comprehensive financial services, including ATM facilities, personal banking, and expert financial advice. With our Business Banking services, you can benefit from the expertise of a dedicated team of professionals who can guide you in improving cash flow, offering credit solutions, and managing payroll efficiently. Additionally, we provide online and mobile banking options, business credit cards, and payment acceptance solutions specifically designed for businesses.
120 Main Street, Port Jefferson, New York 11777, United States -
Chase ATM
● OpenWelcome to Chase ATM, conveniently located at 120 Main Street, Port Jefferson, New York 11777. As a trusted name in finance, we offer a wide range of services to meet your banking needs. At Chase, we understand the importance of accessible and efficient banking solutions. Our ATMs provide you with 24/7 access to your accounts, allowing you to manage your finances with ease. Whether you need to withdraw cash, check your balance, or transfer funds, our ATMs are designed to make your banking experience seamless.
120 Main Street, Port Jefferson, New York 11777, United States -
Luss Group
● OpenWelcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.
102 West Broadway, Port Jefferson, New York 11777, United States
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