TOP 10 Best financial advisors near me in Stony Brook, NY
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Edward Jones - Financial Advisor: Michael Christodoulou, ChFC®|AAMS™|CRPC™|CRPS™
● OpenEdward Jones - Financial Advisor: Michael Christodoulou, ChFC®|AAMS™|CRPC™|CRPS™ is a reputable finance institution located at 97F Main Street in Stony Brook, New York, United States. Michael Christodoulou, a highly qualified and experienced financial advisor, offers a range of services to help clients achieve their financial goals. With certifications including ChFC®, AAMS™, CRPC™, and CRPS™, clients can trust in his expertise and professionalism. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Michael Christodoulou and Edward Jones are dedicated to providing personalized financial solutions tailored to your individual needs.
97F Main St, Stony Brook, NY 11790, United States -
Komich Capital Advisors
● OpenKomich Capital Advisors is a finance institution located at 207 Hallock Road in Stony Brook, New York, United States. Specializing in helping families, businesses, and individuals grow and preserve wealth through custom investment strategies, Komich Capital Advisors takes the time to understand each client's financial goals and create a personalized roadmap to guide them on their financial journey. With a focus on avoiding taxes, protecting against unexpected events, and preparing for the future, Komich Capital Advisors offers independent financial advice to help clients maximize the impact of their savings on their families, community, and future quality of life. Contact us today to take the first step towards growing and protecting your wealth.
207 Hallock Rd Ste 1, Stony Brook, NY 11790, United States -
BizWorx Financial Inc
● OpenBizWorx Financial Inc is a leading accounting and finance institution located at 1352 Stony Brook Road in Stony Brook, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, budgeting, and consulting. We are committed to helping our clients achieve their financial goals and make informed decisions. Visit us today to see how we can help you manage your finances effectively.
1352 Stony Brook Rd, Stony Brook, NY 11790, United States -
Randy Pelosi - State Farm Insurance Agent
● OpenRandy Pelosi - State Farm Insurance Agent is a trusted insurance agency located at 1239 North Country Road in Stony Brook, New York. As a State Farm agent, Randy Pelosi provides a wide range of insurance products and services to meet the needs of individuals, families, and businesses in the community. With a commitment to exceptional customer service and personalized insurance solutions, Randy Pelosi is dedicated to helping clients protect what matters most. Contact Randy Pelosi - State Farm Insurance Agent today for all of your insurance needs.
1239 N Country Rd Ste 1A, Stony Brook, NY 11790, United States -
Brian Ahern: Allstate Insurance
● ClosedBrian Ahern: Allstate Insurance is a reputable insurance agency located at 1212 N Country Rd in Stony Brook, New York. With a focus on providing top-notch insurance products and services, this institution is dedicated to helping individuals and families protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, the experienced team at Brian Ahern: Allstate Insurance is here to assist you every step of the way. Trustworthy, reliable, and customer-oriented, this agency is committed to ensuring that you have the coverage you need for peace of mind. Contact Brian Ahern: Allstate Insurance today to learn more about their comprehensive insurance solutions.
1212 N Country Rd Ste 2d, Stony Brook, NY 11790, United States -
Mill Creek Agency Inc
● OpenMill Creek Agency Inc is a reputable insurance agency located at 129a Main Street in Stony Brook, New York. With a commitment to providing top-notch insurance solutions and excellent customer service, our agency aims to protect individuals and businesses from unexpected financial losses. Whether you are looking for auto, home, life, or business insurance, our experienced agents are here to help you find the right coverage at competitive rates. Visit us today to secure your peace of mind and safeguard your future.
129a Main St, Stony Brook, NY 11790, United States -
DESOUZA-AHERN AGENCY, INC
● ClosedLocated at 1212 North Country Road in Stony Brook, New York, the Desouza-Ahern Agency, Inc. is a trusted insurance agency offering a wide range of insurance products to meet all your needs. If you're unsure about how much life insurance you need for you and your family, they provide a free checklist to help you make the best decision. With a focus on providing hype-free advice on insurance, business, and Long Island life, the agency is dedicated to helping clients make informed decisions. Whether you're a first-time homebuyer or looking for car insurance quotes, the team at Desouza-Ahern Agency is available to provide expert guidance. Customers have praised Brian Ahern and his team for their helpfulness and recommend their services. Contact them at (631) 689-7770 for a quote and start protecting your future today.
1212 N Country Rd, Stony Brook, NY 11790, United States -
James Winter - State Farm Insurance Agent
● OpenWelcome to James Winter - State Farm Insurance Agent located at 312 Lake Avenue in Saint James, New York. Serving Smithtown, Nesconset, Stony Brook, Nassau and Suffolk Counties, as well as the 5 boroughs and the entire State of New York, James Winter and his team offer exceptional service and free insurance quotes on all lines of business. With over 15 years of insurance experience, they specialize in auto, homeowners, renters/condo, life, and personal liability umbrella insurance. They also work closely with small business owners, providing free quotes on commercial auto, fire insurance, worker's compensation, business liability, and commercial liability umbrella insurance. In addition, they offer insurance options for motorcycles, antique cars, boats, RVs, ATVs, jet-skis, snowmobiles, and even pet insurance through a partnership with Trupanion.
312 Lake Ave, St James, NY 11780, United States -
Compass Asset Management Group
● OpenCompass Asset Management Group is a leading finance institution located at 100 Stony Brook Court in Newburgh, New York, United States. With a team of experienced financial professionals, Compass Asset Management Group offers a wide range of investment and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, Compass Asset Management Group can provide personalized solutions to meet your needs. Trust in Compass Asset Management Group to guide you towards a secure financial future.
100 Stony Brook Ct, Newburgh, NY 12550, United States -
The Captiva Group
● OpenThe Captiva Group is a finance institution located at 500 Stony Brook Court in Newburgh, New York, United States. They offer a flexible and customizable planning approach to help investors thrive and succeed. The institution provides insights from Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments. Please note that by visiting their website, you will be leaving the Wells Fargo Advisors website and entering a privately owned site that is not affiliated with Wells Fargo Advisors or its companies. It is recommended to review the third-party's policies and terms and conditions before proceeding.
500 Stony Brook Ct, Newburgh, NY 12550, United States
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