TOP 30 Best wealth management in setauket east setauket in New York

22 results found

Girard Wealth Management Group of Raymond James, located at 376 Mark Tree Road in Setauket- East Setauket, New York, offers sophisticated wealth management services tailored to meet your individual needs. With a focus on delivering value to clients, our team of experts is dedicated to helping you achieve your financial goals. As a part of the Raymond James network, we have access to a wide range of resources and tools to help you make the most of every investment opportunity. Established in 1962, Raymond James is one of the largest and most respected independent financial services companies in the United States. Girard Wealth Management Group is committed to providing personalized investment advisory services to help you navigate the complexities of the financial world.

RVPII Consulting, Inc. is a finance institution located at 286 Main Street, Setauket- East Setauket, New York, United States. Specializing in family, business, and real estate financial consulting, RVPII Consulting is dedicated to helping clients achieve greater prosperity through comprehensive financial planning services. Our team of financial consultants work closely with clients to develop customized strategies and plans to strengthen their financial futures. We prioritize honesty and integrity, building personal relationships with clients based on transparency and accountability. For working families, we create personalized financial plans to help achieve short-term, long-term, and retirement goals. For business owners, we develop strategic plans to enhance financial foundations. And for real estate investors, we create and execute comprehensive strategies to guide them to success. Our expertise allows us to create strategic financial plans that align with our clients' best interests, helping them reach their financial goals.

Obsidian Financial Consultants Inc. is a leading financial institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York. With a team of experienced and knowledgeable financial experts, we offer a wide range of services including investment planning, retirement planning, tax planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you make the most of your finances.

Anthony C. Barone, a financial advisor at Ameriprise Financial Services, LLC located at 100 South Jersey Avenue, Setauket- East Setauket, New York, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as needed, clients can track their financial journey securely from any device. By scheduling a complimentary initial consultation, clients can explore how Anthony C. Barone can help them achieve their financial aspirations. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC provides investment products and services with a focus on client relationships and financial planning concepts. With a commitment to privacy and security, Anthony C. Barone looks forward to assisting friends and family members in reaching their financial goals.

Lippencott Financial Group is a leading finance institution located at 4 Technology Drive in Setauket- East Setauket, New York. With a strong reputation for providing top-notch financial services, Lippencott Financial Group offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through sound advice and strategic planning. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Lippencott Financial Group is committed to providing expert guidance and personalized service every step of the way.

Branch Financial Services, Inc is a finance institution located at 21 Bennetts Road in Setauket- East Setauket, New York, United States. We offer a range of financial services including securities and advisory services through Cetera Advisor Networks LLC, a member of FINRA and SIPC. Additionally, we are a Registered Investment Advisor offering advisory services. Our team of licensed professionals can provide brokerage services, investment advisory services, or a combination of both. We are licensed to sell insurance products in multiple states and registered to sell securities in various states as well. Visit our website to watch interesting videos and learn more about our services.

Prudential Financial - Three Village is a finance institution located at 100-5 South Jersey Avenue in Setauket- East Setauket, New York, United States. This institution offers a wide range of financial services including investment management, retirement planning, insurance, and wealth management. With a focus on providing personalized financial solutions to individuals, families, and businesses, Prudential Financial - Three Village is committed to helping clients achieve their financial goals and secure their financial future. The experienced team of professionals at this institution is dedicated to providing expert advice and guidance to help clients make informed decisions about their finances.

Joseph Salehi is a reputable finance institution located at 300 Main Street in Setauket-East Setauket, New York. With a focus on providing top-notch financial services to individuals and businesses, Joseph Salehi is known for its expertise in investment management, financial planning, and wealth management. The institution prides itself on its personalized approach, tailored to meet the unique needs and goals of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Joseph Salehi is dedicated to helping you achieve your financial objectives.

Edward Jones - Financial Advisor: Eliel H Pimentel, CFP® is a trusted financial institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York. As a Certified Financial Planner, Eliel Pimentel provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert advice, Edward Jones is dedicated to helping individuals and families secure their financial futures. Visit us today to learn how we can help you plan for a secure financial future.

Edward Jones - Financial Advisor: Kyle Piechucki is a reputable finance institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York, United States. Specializing in providing personalized financial advice and services, Kyle Piechucki is dedicated to helping clients achieve their financial goals and secure their future. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Kyle Piechucki is a trusted partner in navigating the complexities of the financial world.

Brian Knust - Ramsey Financial Coach is a renowned institution located in Setauket- East Setauket, New York, United States. Specializing in finance and health, this institution offers expert financial coaching services to help individuals achieve their financial goals and improve their overall financial well-being. With a focus on the principles taught by financial guru Dave Ramsey, Brian Knust provides personalized guidance and practical strategies to help clients take control of their finances, reduce debt, and build wealth for the future. Located at 248 Route 25A, this institution is dedicated to empowering individuals to make informed financial decisions and live a healthier financial life.

Regina Jablonski is a renowned institution located at 235 North Belle Mead Avenue, Setauket- East Setauket, New York, United States. Specializing in Internal Medicine, Hematology, and Oncology, Dr. Regina Jablonski is a Board Certified physician with a wealth of knowledge and experience. She obtained her B.A. in Biology and Chemistry from Bucknell University and her M.D. from UMDNJ Robert Wood Johnson Medical School. Dr. Jablonski completed her residency in Internal Medicine at UMDNJ Robert Wood Johnson University Hospital and her Fellowships in Hematology-Oncology at Temple University Hospital and the Fox Chase Cancer Center in Philadelphia, PA. She has been actively involved in numerous clinical research trials, some of which are funded by the National Cancer Institute. With credentials including FACP and M.D., Dr. Regina Jablonski is dedicated to providing exceptional care to her patients.

Welcome to Tahmid Rahman MD, where we are dedicated to providing exceptional cardiovascular care to the Long Island community. Conveniently located at 26 Research Way, Setauket-East Setauket, New York, our practice specializes in noninvasive cardiology and clinical lipidology, with a focus on managing cholesterol disorders, including familial hypercholesterolemia and atherosclerotic heart disease. Dr. Tahmid Rahman, a Clinical Assistant Professor of Medicine in the division of Cardiology at Stony Brook Medicine, brings a wealth of knowledge and expertise to his patients. As the Associate Director for Quality and Performance in Cardiology and the Center for Advanced Lipid Management, Dr. Rahman is committed to improving cardiovascular health through both clinical practice and research. His board certifications in clinical cardiology, internal medicine, echocardiography, nuclear cardiology, and clinical lipidology ensure that patients receive comprehensive and top-tier care.

Welcome to Keith F. Levinson - Physical Therapist DPT, OCS, SCS, CSCS at Catholic Health St. Charles Rehabilitation, your premier destination for comprehensive physical therapy services in Setauket-East Setauket, New York. Conveniently located at 3 Technology Drive, our clinic is dedicated to providing personalized and effective rehabilitation solutions to enhance your health and well-being. With a Doctor of Physical Therapy (DPT) degree and certifications in Orthopedic Clinical Specialist (OCS), Sports Clinical Specialist (SCS), and Certified Strength and Conditioning Specialist (CSCS), Keith F. Levinson offers a wealth of expertise in treating a variety of conditions. Whether you're recovering from surgery, managing a chronic condition, or seeking to improve athletic performance, our tailored approach ensures that your unique needs are met with the highest standard of care.

Welcome to Daniel Jamorabo, MD, located at 3 Technology Drive, Setauket-East Setauket, New York. As a distinguished healthcare provider, Dr. Daniel Jamorabo is committed to delivering exceptional medical care in the fields of general gastroenterology and pre-transplant hepatology. With a rich academic and professional background, Dr. Jamorabo offers a wealth of expertise to his patients. Dr. Jamorabo's journey in medicine began with a cum laude degree in Chemistry from Williams College in 2008. His dedication to global health issues was underscored by his selection as a Fulbright Scholar, where he explored heroin addiction and rehabilitation resources in Kenya from 2009 to 2010. He subsequently earned his medical degree from the Warren Alpert Medical School of Brown University in 2014.

Welcome to the practice of Hayley R. Queller, MD, located at 6 Technology Drive, Setauket-East Setauket, New York. Our esteemed team of medical professionals is dedicated to providing comprehensive and compassionate care in the field of orthopedics and sports medicine. We specialize in a wide range of services including joint replacement, sports medicine, hand, foot and ankle care, concussion management, and advanced imaging with MRI. Dr. Hayley Queller, a pioneer in Primary Care Sports Medicine at Orthopedic Associates of Long Island, leads our team with a focus on personalized patient care. She brings a wealth of knowledge and experience, having completed her medical degree at Georgetown University School of Medicine and her undergraduate studies in mathematics at Franklin & Marshall College, where she was both valedictorian and a first team Academic All-American soccer player.

Welcome to the practice of Gregg J. Jarit, MD, where we pride ourselves on providing exceptional orthopedic and sports medicine care to the Setauket-East Setauket community and beyond. Located at 6 Technology Drive, Setauket- East Setauket, New York, our team of highly skilled physicians offers comprehensive services to address a wide range of musculoskeletal conditions. Our expertise spans joint replacement, sports medicine, hand, foot, and ankle care, concussion management, and advanced imaging through MRI technology. We are committed to delivering personalized care tailored to each patient's unique needs, ensuring optimal recovery and improved quality of life.

Welcome to the practice of Hayley R. Queller, MD, a distinguished specialist in Non-Operative Sports Medicine, serving the Riverhead community and beyond. Conveniently located at 715 Roanoke Avenue, Riverhead, New York, Dr. Queller offers expert medical care for both adults and children, focusing on sports medicine and concussion management. Dr. Queller brings a wealth of knowledge and experience as the first Primary Care Sports Medicine physician at Orthopedic Associates of Long Island. Her impressive academic background includes being a valedictorian at Franklin & Marshall College and earning her medical degree from Georgetown University School of Medicine. She is board certified in Internal Medicine and Pediatrics, with additional qualifications in Sports Medicine, ensuring comprehensive care for her patients.

Welcome to the Law Office of Antonio Corcella, P.C., your trusted legal partner located at 348 Main Street, Setauket-East Setauket, New York. We specialize in providing comprehensive legal services tailored to meet the unique needs of our clients. Our experienced team is dedicated to offering expert advice and representation in various areas of law, ensuring that your rights and interests are protected. At the Law Office of Antonio Corcella, P.C., we pride ourselves on our commitment to excellence, personalized service, and a client-centered approach. Whether you require assistance with personal, business, or family legal matters, we are here to guide you every step of the way. Contact us today to schedule a consultation and discover how we can help you achieve the best possible outcome for your legal needs.

Welcome to Southard Estate Planning, your trusted partner in securing your family's future. Conveniently located at 175 Main Street, Setauket-East Setauket, New York, we specialize in providing comprehensive estate planning services tailored to meet your unique needs. Our experienced team is dedicated to guiding you through every step of the estate planning process, ensuring that your assets are protected and your wishes are honored. Whether you're looking to draft a will, establish a trust, or navigate the complexities of probate, Southard Estate Planning is here to offer expert advice and personalized solutions. Visit us today to learn how we can help you achieve peace of mind for you and your loved ones.

Welcome to Chase Bank, your trusted partner in financial services, located at 1395 New York 25A, Setauket-East Setauket, New York 11733, United States. As a leading provider of banking, ATM, and financial solutions, we are committed to meeting the diverse needs of our community. At Chase Bank, we offer a wide range of services designed to help you manage your personal and business finances with ease. Our Business Banking division provides expert guidance from a dedicated team of professionals, specializing in cash flow improvement, credit solutions, and payroll management. We also offer business credit cards, online and mobile banking, and payment acceptance solutions tailored specifically for businesses.

Welcome to the Bank of America Financial Center located at 15 Bennetts Road, Setauket-East Setauket, New York. As a leading provider in the banking and finance industry, we are committed to delivering exceptional financial services tailored to meet your unique needs. Whether you're looking to open a new account, apply for a loan, or seek investment advice, our team of experienced professionals is here to guide you every step of the way. Our state-of-the-art facility offers a wide range of services, including personal and business banking, wealth management, and financial planning. Visit us today and experience the convenience and expertise that Bank of America is renowned for. Your financial success is our priority.