TOP 10 Asset management advice in Patchogue, New York

Long Island Financial Services Group is a reputable finance institution located at 629 Medford Avenue in Patchogue, New York. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking for investment advice, retirement planning, or assistance with managing your assets, we have the knowledge and experience to guide you every step of the way. Trust Long Island Financial Services Group to provide you with personalized solutions tailored to your unique financial needs.

Welcome to CGK Accounting Services, your trusted partner in navigating the complexities of accounting and finance. Located conveniently at 1 Hollow Oak Drive, East Patchogue, New York, we are dedicated to providing personalized, reliable, and affordable accounting services tailored to meet your unique needs. At CGK Accounting Services, we understand the importance of maintaining a healthy bottom line, especially when it comes to tax implications. Our goal is to ensure you keep as much of your hard-earned money as possible, particularly during tax season. We believe in proactive financial planning and management throughout the year, empowering you to achieve your financial goals with confidence.

Welcome to DCAP Insurance/The Tax Zone, your trusted partner in accounting, finance, and insurance solutions, conveniently located at 1420 Montauk Highway, East Patchogue, New York. Our dedicated team is committed to delivering personalized and comprehensive services to meet all your financial and insurance needs. At DCAP Insurance/The Tax Zone, we understand the importance of safeguarding your assets and ensuring your financial well-being. Whether you are seeking reliable insurance coverage, expert tax preparation, or sound financial advice, our experienced professionals are here to guide you every step of the way. Our services are tailored to accommodate the unique needs of individuals, families, and businesses in the East Patchogue community and beyond.

Welcome to Allstate Personal Financial Representative: Brian Sexton, your trusted partner in financial planning and insurance services located at 440 Waverly Avenue, Patchogue, New York. We specialize in providing personalized financial solutions and comprehensive insurance coverage to meet the unique needs of our clients. Whether you’re looking to plan for retirement, secure your family’s future, or protect your valuable assets, Brian Sexton and his experienced team are committed to offering expert guidance and tailored strategies. Our goal is to help you navigate the complexities of financial management and insurance, ensuring peace of mind and financial security. Visit us today and discover how we can assist you in achieving your financial goals with confidence and clarity.

Welcome to Steve Klinzing - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Patchogue, New York. Conveniently located at 288 Waverly Avenue, just south of Sunrise Highway at the intersection of Waverly and Roe, our office is easily accessible and right across from 7-Eleven. At Steve Klinzing State Farm Agency, we pride ourselves on delivering outstanding customer service and personalized insurance plans to meet your unique needs. Our multilingual team, fluent in English, Spanish, and French, is dedicated to providing you with a seamless experience, whether you're looking for Auto, Homeowners, Life, Renters, or Condo Insurance. We also offer specialized coverage such as Personal Articles Policy, Personal Liability Umbrella Policy, and Business Insurance to help you grow your business in Holbrook and beyond.

Welcome to Anthony Barone: Primerica - Financial Services, your trusted partner in financial planning and wealth management, located at 475 East Main Street, Patchogue, New York. We are dedicated to helping individuals and families achieve financial security and independence through personalized financial strategies and solutions. At Anthony Barone: Primerica, we understand that every client has unique financial goals and challenges. Our experienced team of financial professionals is committed to providing tailored advice and comprehensive services that meet your specific needs. Whether you're planning for retirement, saving for education, or seeking investment opportunities, we offer a range of products and services to help you reach your financial objectives.

Welcome to Edward Jones - Financial Advisor: Lily Kowasz, your trusted partner for financial planning and investment advice, conveniently located at 180 East Main Street, Patchogue, New York 11772. Our mission is to help you achieve your financial goals by offering personalized services tailored to your unique needs. At Edward Jones, we prioritize the privacy and security of your data. To learn more about how we use and protect your information, please visit our Privacy and Security page. We collect information to deliver personalized services, content, and offers, as well as to enhance our marketing, research efforts, and digital experiences.

Welcome to Nationwide Insurance: Parente Agency Inc., your trusted partner for comprehensive insurance solutions in Patchogue, New York. Conveniently located at 59 North Ocean Avenue, we are dedicated to providing personalized insurance coverage to meet the diverse needs of our community. Whether you're looking for auto, home, commercial, or life insurance, our expert team is here to guide you through every step of the process. Auto Insurance: Enjoy the convenience of driving with peace of mind. Our auto insurance policies are designed to offer effective and affordable coverage tailored to your unique needs. From collision to liability and comprehensive coverage, we ensure that you and your loved ones are protected on the road.

Welcome to First Adjustment Corporation Inc., your trusted insurance agency located in the heart of Patchogue, New York. Situated at 31 Oak Street, we are dedicated to serving our community by providing reliable and comprehensive insurance solutions tailored to meet your unique needs. At First Adjustment Corporation Inc., we understand that navigating the world of insurance can be complex and overwhelming. That's why our team of experienced professionals is committed to guiding you through every step of the process with personalized service and expert advice. Whether you're seeking coverage for your home, vehicle, business, or personal assets, we offer a wide range of insurance products designed to protect what matters most to you.