TOP 30 Banking and financial planning in Smithtown, New York

27 results found

Merrill Lynch Financial Advisor John Callea is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. Managing your wealth begins with a deep understanding of your financial picture. With a focus on what matters most to you, John Callea can help create a flexible strategy tailored to today's market conditions. Access investment insights from Merrill and banking solutions from Bank of America for a comprehensive approach to wealth management. John Callea believes in giving back to the community and volunteers with local organizations. With Merrill Personal Wealth Analysis™, a personalized plan can be built to achieve your goals. Your financial advisor will prioritize your family, goals, and priorities, adapting to changes over time. By engaging in conversations and understanding your aspirations, John Callea can help you make informed decisions about your financial future.

Merrill Lynch Financial Advisor Michael Thomas Karwoski is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. As a part of the Merrill Lynch Wealth Management team, Michael follows the deep-seated Merrill tradition of community involvement and volunteering. With Merrill Personal Wealth Analysis™, Michael can help create a personalized financial plan tailored to your goals and priorities. He believes in building strong relationships with clients by starting with a conversation to understand their aspirations and financial needs. By utilizing the Investment Personality Assessment, Michael can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael works to develop a comprehensive approach to address your financial needs. His mission is to understand you and what matters most to you, designing and implementing a personalized plan to help you achieve your financial goals while managing investment risk. By staying connected and revisiting your financial approach, Michael aims to help you stay on track to reach your goals. Through ongoing communication and updates, Michael ensures that your financial approach reflects any changes in your life and goals. Get personalized investment strategies and comprehensive financial solutions by working with Michael Karwoski, a dedicated Merrill Lynch Wealth Management Advisor.

Merrill Lynch Financial Advisor James M Gaughran is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. James Gaughran can assist in creating a flexible strategy tailored to your unique goals and needs, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, James Gaughran and his team are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, James Gaughran believes in helping clients pursue their financial goals through thoughtful conversations and customized financial approaches. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, James Gaughran can help clients refine their investing preferences and create a plan centered on their aspirations. Through ongoing communication and adjustments to the financial approach, James Gaughran aims to help clients stay on track towards achieving their goals. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, James Gaughran is committed to helping clients navigate the complexities of the financial markets and make informed decisions. With a focus on understanding each client's unique needs and priorities, James Gaughran offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Financial Advisor Andrew M Gergel is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. They prioritize building relationships with clients through meaningful conversations to identify and prioritize financial goals. By listening to clients' needs and aspirations, they customize financial approaches to help achieve personal goals such as wealth transfer, retirement planning, education funding, and more. Utilizing research in behavioral finance, Merrill offers an Investment Personality Assessment to better understand clients' investing preferences. This assessment helps tailor financial approaches to align with individual goals and priorities. The institution believes in adapting financial plans as clients' lives and goals evolve, ensuring that their approach remains relevant and effective.

Merrill Lynch Financial Advisor Tiffany S Diaz is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. Tiffany S Diaz has extensive experience in helping executives manage concentrated stock positions, navigate important transition events like retirement or inheritance, and provide access to Bank of America Private Bank trust and estate planning services. The institution offers personalized financial planning services, focusing on your goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. As your needs change, they are committed to adjusting your financial plan accordingly. By working closely with you and understanding your aspirations, they can help you manage, grow, and preserve your wealth. The institution emphasizes the importance of staying on track to achieve your financial goals, regardless of market fluctuations. With access to the investment insights of Merrill and banking solutions from Bank of America, they can help address your financial needs effectively. Tiffany Diaz is registered to do business in several states and offers personalized investment strategies tailored to your unique needs. Investing involves risks, and it's essential to consult legal and tax advisors before making financial decisions. Merrill Lynch Financial Advisor Tiffany S Diaz is committed to helping you live your best financial life and achieve your goals.

Merrill Lynch Financial Advisor Adam G Wood is a finance institution located at 50 New York 111, Smithtown, New York, United States. Adam is an estate planning attorney turned financial advisor, with a background in running a successful law firm for nearly ten years. He specializes in guiding affluent entrepreneurs, business founders, and executives through key financial decisions, leveraging his knowledge and the resources of Merrill and Bank of America. Adam focuses on creating personalized wealth planning strategies to help clients achieve their goals for financial, business, philanthropy, and intergenerational wealth. He is dedicated to removing clients' emotional burdens and helping them follow a mutually agreed-upon strategy. Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor's degree from University of Scranton. He is also actively involved in his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, live in Kings Park, New York, with their two daughters and a son. At Merrill Lynch Wealth Management, the focus is on building and documenting personalized plans centered on clients' goals and priorities. The institution believes in a values-based approach to financial planning and aims to help clients achieve emotional fulfillment and lasting financial stability. By managing clients' decisions around money, rather than just their money, the institution seeks to unlock multiples of value for clients. Adam Wood is registered to do business in several states including CA, CT, FL, MA, NJ, NY, OH, PR, and TN. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.

Merrill Lynch Financial Advisor Kim M Pino is a reputable finance institution located at 50 New York 111, Village of the Branch, New York, United States. Kim has over 25 years of industry experience and joined Merrill Lynch Wealth Management in 2016. With a background as a Global Institutional Equity Sales Trader, Kim is dedicated to providing clients with the tools and strategies necessary to meet their short and long term financial goals. Specializing in preservation of wealth, retirement planning, and education funding, Kim offers personalized advice and guidance tailored to individual and corporate needs. Kim holds various FINRA registrations and Life and Health Insurance licensing. By prioritizing client relationships and focusing on goals that matter most, Kim aims to help clients achieve financial success through a personalized approach. With access to Merrill's investment insights and banking solutions from Bank of America, Kim works closely with clients to develop strategies to address their financial needs. Whether it's planning for retirement, saving for a home, or passing wealth to future generations, Kim is committed to helping clients navigate their financial journey. By staying informed about changes in clients' lives and revisiting financial approaches, Kim ensures that clients stay on track to reach their goals. With a dedication to understanding clients on a personal level, Kim creates financial plans that reflect individual priorities and help address market fluctuations. As a Merrill Lynch Wealth Management Advisor, Kim provides customized investment approaches to help clients pursue their financial goals and navigate the complexities of their financial lives. With a focus on personalized strategies and comprehensive financial solutions, Kim is dedicated to putting clients first and helping them achieve their financial aspirations.

Merrill Lynch Financial Advisor Gregg A Marano is a finance institution located at 50 New York 111, Smithtown, New York, United States. The team at Merrill Lynch is dedicated to understanding your values and helping you achieve your financial goals. They offer personalized one-on-one conversations to get to know you and your family's needs, focusing on both your current life goals and planning for your legacy. Gregg Marano, a Senior Vice President and Financial Advisor at Merrill Lynch, has a wealth of experience and certifications in the financial industry. He has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in 2023. With a background in portfolio construction, retirement planning, and business transition, Gregg and his team use Merrill's global resources to provide strategic recommendations tailored to high net-worth clients and business owners.

Merrill Lynch Financial Advisor James S Bishop is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth with a deep understanding of your financial picture is the foundation of our services. We create flexible strategies tailored to your goals, with access to Merrill's investment insights and Bank of America's banking solutions. Our team is dedicated to building strong client relationships based on trust and personalized service. We focus on your family, goals, and priorities, adapting to changes over time. Our Investment Personality Assessment helps us understand your investing preferences, and we continuously update your financial approach to reflect your evolving goals. Let us work together to help you achieve your financial aspirations and navigate the complexities of the market.

Merrill Lynch Financial Advisor Brian Slattery, located at 50 New York 111, Smithtown, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. The team at Merrill Lynch shares a common goal of helping clients pursue their personal planning strategies, whether it's funding their children's educations, ensuring income lasts through retirement, or managing the transfer of wealth to the next generation. By providing timely insights on market trends and global economy, the institution aims to help clients stay on track towards their financial goals. With a focus on simplicity and transparency, the team at Merrill Lynch strives to make the often intimidating task of financial planning an exciting journey towards reaching financial objectives. Through personalized conversations and financial assessments, Merrill Lynch helps clients develop a customized financial approach to address their specific needs and goals. Whether it's planning for retirement, saving for a home, or funding a child's education, Merrill Lynch provides access to the investment insights and banking capabilities needed to make informed decisions. With a focus on understanding clients' goals and priorities, Merrill Lynch aims to bring fresh perspectives to their financial lives and help them achieve success in reaching their goals.

Merrill Lynch Financial Advisor Lori A Bjorndahl is a finance institution located at 50 New York 111, Smithtown, New York, United States. At Merrill Lynch, every relationship begins with a conversation to help identify and prioritize your goals. Whether you are looking to transfer wealth to the next generation, customize your financial approach, or seek advice on staying informed, the team at Merrill Lynch listens to learn more about you and your family. Drawing upon research in behavioral finance, Merrill developed the Investment Personality Assessment to better understand your investing preferences and help customize your financial approach. The team at Merrill Lynch believes in helping you make investment decisions that align with your goals, whether it's planning for retirement, saving for a home, or funding a child's education. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with you to develop a personalized plan to address your financial needs. The mission of Merrill Lynch is to understand you and what matters most to you, in order to design and implement a personalized plan to help you pursue your financial goals while managing investment risk. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Contact Merrill Lynch Financial Advisor Lori A Bjorndahl to start working towards your financial goals today.

Merrill Lynch Financial Advisor Antonio D Fusco is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth begins with a thorough understanding of your financial situation. Antonio Fusco can help create a flexible strategy tailored to your unique goals, with access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on personalized wealth management strategies, Antonio Fusco is dedicated to helping you pursue your financial goals. As a Merrill Lynch Wealth Management Advisor, Antonio Fusco is committed to serving the community and volunteers with local organizations. Through the Merrill Personal Wealth Analysis™ process, he can develop a personalized plan centered on your goals and aspirations. By engaging in meaningful conversations, Antonio Fusco will work with you to understand your priorities and create a financial approach that aligns with your values. Antonio Fusco believes in building long-term relationships based on trust and understanding. By utilizing the Investment Personality Assessment and staying informed about your changing life circumstances, he can help you navigate financial decisions and achieve your goals. With a focus on personalized solutions and ongoing communication, Antonio Fusco is dedicated to helping you stay on track towards financial success.

Merrill Lynch Financial Advisor Bruce Huggins is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. With a focus on managing your wealth by understanding your full financial picture, Bruce Huggins can create personalized strategies to navigate changing market conditions. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, he can help you pursue your financial goals through personalized wealth management strategies. Bruce Huggins follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, he can help build and document a personalized plan centered on your goals. By focusing on what matters most to you - family, goals, and priorities - Bruce Huggins aims to help you achieve your financial aspirations.

Merrill Lynch Financial Advisor Michael A. Marziotto, located at 50 New York 111, Smithtown, New York, United States, is a finance institution dedicated to helping you manage your wealth and achieve your financial goals. With a deep understanding of your financial picture, Michael can create a flexible strategy tailored to your needs, providing access to investment insights from Merrill and banking solutions from Bank of America. Michael Marziotto follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals. Supported by the global resources of Merrill, Michael's team is committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Gerald Slattery is located at 50 New York 111, Village of the Branch, New York, United States. Gerry is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Plan Fiduciary Advisor (CPFA) certification. Gerry graduated Magna cum Laude from the New York Institute of Technology in 1988 with a B.S. in Business Administration. At Merrill Lynch Wealth Management, Gerry focuses on building personalized plans centered on your goals and what you want to achieve. He believes in understanding your aspirations and priorities, whether it's transferring wealth to the next generation, pursuing your passions, or planning for future expenses like healthcare or education. By utilizing the Investment Personality Assessment, Gerry can tailor a financial approach that aligns with your investing preferences and goals.

Merrill Lynch Financial Advisor Christopher Amadeo, located at 50 New York 111, Smithtown, New York, United States, specializes in personalized wealth management strategies tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Christopher can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, Christopher embodies the Merrill tradition of serving the community. Through Merrill Personal Wealth Analysis™, a personalized plan can be built to help you achieve your financial aspirations. By understanding your unique goals and priorities, Christopher can help you create a financial approach that reflects your personality and addresses fluctuations in the market. Whether you are planning for retirement, saving for a home, or funding a child's education, Christopher will work with you to develop a plan to manage, grow, and preserve your wealth while considering the impact for years to come. With a focus on building a one-on-one relationship with clients, Christopher aims to help you stay on track to achieve what matters most to you. Contact Christopher Amadeo today to start pursuing your financial goals with a dedicated Merrill Lynch Wealth Management Advisor.

Welcome to Suffolk County National Bank, your trusted financial partner located at 222 East Main Street, Smithtown, New York. As a cornerstone of the community, we pride ourselves on delivering exceptional banking services tailored to meet your personal and business needs. Our comprehensive range of financial solutions includes personal banking, business banking, loans, and investment services, all designed to help you achieve your financial goals. At Suffolk County National Bank, we understand the importance of convenience and accessibility, which is why we offer a 24/7 ATM service to ensure you have access to your funds whenever you need them. Our dedicated team of financial experts is committed to providing personalized service, expert advice, and innovative solutions to support your financial journey.

Welcome to TD Bank, your local financial partner conveniently located at 714 Smithtown Bypass, Smithtown, New York 11787. As a trusted name in banking and finance, we offer a comprehensive range of services designed to meet your personal and business financial needs. At TD Bank, we pride ourselves on providing personalized service with a dedicated Relationship Manager and a team of wealth professionals ready to assist you with private banking, credit, investment, and financial planning. Whether you're looking to prequalify for a mortgage, explore home buying options, or refinance, our local mortgage loan officer is just a call away to guide you through the process.

Welcome to M&T Bank, your trusted financial partner located at 1 East Main Street, Smithtown, New York. As a cornerstone of the community, we are dedicated to providing exceptional banking and financial services tailored to meet your unique needs. Whether you're opening a new account, seeking a loan, or planning for the future, our experienced team is here to guide you every step of the way. At M&T Bank, we pride ourselves on our commitment to customer satisfaction and financial integrity. Our comprehensive range of services includes personal and business banking, mortgage and loan solutions, investment advice, and wealth management. We understand the importance of convenience, which is why we offer both in-branch and online banking options to fit your lifestyle.

Welcome to Jovia Financial Credit Union, your trusted partner in financial services, conveniently located at 235 Smithtown Boulevard, Nesconset, New York 11767. As a leading provider in banking and financial solutions, we are dedicated to serving the diverse needs of our community with integrity and excellence. Our branch offers a comprehensive range of services including ATMs for easy access to your funds, personal and business banking solutions, loans, mortgages, and financial planning. At Jovia, we prioritize personalized service and innovative financial products to help you achieve your financial goals. Whether you're looking to open a new account, secure a loan, or simply need financial advice, our friendly and knowledgeable staff are here to assist you every step of the way. Visit us today and experience the Jovia difference, where your financial well-being is our top priority.

Welcome to the M&T Bank ATM located at Speedway 7797, 522 Smithtown Bypass, Hauppauge, New York. Conveniently situated to serve the Hauppauge community, our ATM is accessible 24 hours a day, 7 days a week, allowing you to manage your finances at any time that suits you. M&T Bank is committed to providing a comprehensive range of financial services, including banking, insurance, investments, mortgage, and commercial financial services. With a robust network of 980 branches and 2,100 ATMs, along with convenient online and mobile services, we are dedicated to meeting your financial needs with ease and efficiency.

Bethpage Federal Credit Union is a trusted financial institution located at 240 Middle Country Road in Smithtown, New York. As a full-service credit union, we offer a wide range of financial products and services to meet the needs of our members. Whether you're looking to open a savings account, apply for a loan, or access our convenient ATM services, we are here to help you achieve your financial goals. With a commitment to excellent customer service and competitive rates, Bethpage Federal Credit Union is the go-to destination for all your banking needs.

Paul Savino - State Farm Insurance Agent is a trusted insurance agency located at 279 Smithtown Boulevard in Nesconset, New York. With over 27 years of experience serving the community, Paul and his team are dedicated to providing personalized service to each customer, treating them like family. They offer a wide range of insurance products to help protect your loved ones and assets. Whether you're looking for auto, home, life, or pet insurance, Paul Savino and his team are here to help. They also provide valuable resources on topics such as online safety for teens, financial conversations before marriage, and DIY auto maintenance tips to help you save on repair costs.

Merrill Lynch Wealth Management, located at 50 New York 111, Smithtown, New York, United States, is a finance institution that offers personalized financial strategies for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, the advisors at Merrill Lynch can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch's financial advisors are dedicated to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, contributing to fundraising activities and non-profit organizations.

Welcome to the Law Office of Ronald D. Weiss, P.C. Located at 80 Orville Drive, Bohemia, New York 11716, the Law Office of Ronald D. Weiss, P.C. is dedicated to providing comprehensive financial legal services to individuals and businesses in the greater Long Island and New York area. With over three decades of experience, our firm specializes in a wide range of financial legal matters including bankruptcy, foreclosure defense, and debt negotiation.

Welcome to the Law Office of Ronald D. Weiss, P.C. Located at 33 Flying Point Road, Southampton, New York, the Law Office of Ronald D. Weiss, P.C. is your trusted partner for navigating financial challenges and legal complexities. With over 30 years of experience, Ronald D. Weiss and his team specialize in bankruptcy law, foreclosure defense, mortgage modifications, and debt negotiation, providing invaluable legal solutions to individuals and businesses across Long Island and New York.

Welcome to Teachers Federal Credit Union Located at 127 Smithtown Boulevard, Nesconset, New York, Teachers Federal Credit Union is your trusted partner in achieving financial success and security. As a leading institution in the finance sector, we offer a range of services including ATMs and comprehensive financial solutions tailored to meet your needs.