The 30 Best Asset management companies in Port Jefferson, New York

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Fortitude 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.

Morgan Legal Group, P.C. in Suffolk County is a reputable law firm located at 407 East Main Street in Port Jefferson, New York. Specializing in various legal matters, their team of experienced lawyers provides expert advice and representation to clients in need of legal assistance. Whether you are facing a personal injury case, need help with estate planning, or require guidance in a business matter, the professionals at Morgan Legal Group, P.C. are dedicated to protecting your rights and achieving the best possible outcome for your case. Contact them today for a consultation to discuss your legal needs.

Welcome 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.

Welcome to Manhattan Transfer Registrar Co., your trusted partner in financial services located in the heart of Port Jefferson, New York. Situated at 38B Sheep Pasture Road, our firm specializes in providing comprehensive financial solutions tailored to meet the unique needs of our clients. With a commitment to excellence and integrity, we offer a wide range of services designed to simplify and enhance your financial experience. Whether you are an individual investor or a corporation, our experienced team is dedicated to delivering personalized service and expert guidance to help you achieve your financial goals. Discover the difference of working with a company that values your success as much as you do. Visit us today and let Manhattan Transfer Registrar Co. be your gateway to financial prosperity.