TOP 30 Company financial planning in Port Jefferson, New York

21 results found

Merrill Edge Financial Solutions is a finance institution located at 911 New York 112, Port Jefferson Station, New York, United States. At Merrill, they have a team of dedicated professionals, advanced tools, and personalized advice to help you achieve your financial goals. Whether you are planning for your future or investing for the first time, a Merrill Advisor can assist you in creating a customized plan that works best for you. You can search for an advisor's name or the parent company, Merrill Lynch, for more information. Please note that you are leaving Merrill Edge and being redirected to FINRA's BrokerCheck for additional information. Investing in securities involves risks and potential losses, so it is important to carefully consider your options. Merrill offers a wide range of services including brokerage, investment advisory, and financial planning. Banking products are provided by Bank of America, N.A. and affiliated banks. For more details, you can review the Client Relationship Summary provided by Merrill.

O'Hara & Company is a reputable accounting and finance institution located at 812 Hallock Avenue in Port Jefferson Station, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Their dedication to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit O'Hara & Company for all your accounting and financial needs.

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.

Soloway Advisory is a professional tax preparation service located at 4667 Nesconset Highway in Port Jefferson Station, New York. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Whether you need assistance with filing your personal taxes or require comprehensive financial planning for your company, Soloway Advisory is here to provide reliable and efficient services. With a commitment to excellence and personalized attention, we strive to ensure our clients maximize their tax savings and achieve their financial goals. Contact us today to schedule a consultation and experience the difference our expertise can make for your financial future.

Saranto Calamas Office is a reputable accounting and finance institution located at 640 Belle Terre Road in Port Jefferson, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Saranto Calamas Office is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Visit their office today to see how they can assist you with your accounting and finance needs.

Newbrook Insurance Agency is a trusted insurance provider located at 14 Roosevelt Avenue in Port Jefferson Station, New York. As a leading insurance agency in the United States, we offer a wide range of insurance products and services to meet the needs of our clients. Whether you are looking for auto, home, life, or business insurance, our experienced agents are here to help you find the right coverage at the best rates. With a commitment to excellent customer service and personalized attention, Newbrook Insurance Agency is dedicated to protecting what matters most to you. Visit us today to discuss your insurance needs and let us help you secure a brighter future.

Bobby Hull Professional Group Inc. is a reputable insurance agency located at 48 Nesconset Highway in Port Jefferson Station, New York. With a team of experienced professionals, they provide a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, Bobby Hull Professional Group Inc. is dedicated to helping you find the right coverage at competitive rates. Contact them today for personalized service and expert advice on all your insurance needs.

Stephanie Sgroi - State Farm Insurance Agent is a reputable insurance agency located at 612 New York 112 in Port Jefferson Station, New York. As a State Farm Insurance Agent, Stephanie Sgroi provides a wide range of insurance products and services to meet the needs of individuals and families in the community. With a focus on personalized customer service and tailored insurance solutions, Stephanie Sgroi is dedicated to helping clients protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, Stephanie Sgroi and her team are committed to providing reliable coverage and peace of mind. Contact Stephanie Sgroi - State Farm Insurance Agent today to discuss your insurance needs and find the right coverage for you.

Brookhaven Agency, located at 100 Oakland Avenue in Port Jefferson, New York, is a reputable insurance agency dedicated to providing personalized and affordable coverage options for both individuals and businesses. Our team of experienced agents takes the time to understand your specific needs in order to create a customized plan that suits you best. We have carefully researched and sourced the best insurance rates available to ensure you receive the coverage you need at a price you can afford. Our agents are committed to guiding you through a seamless claims process from start to finish. Whether you require personal or commercial auto insurance, homeowners insurance, or business insurance, we have a wide range of options to choose from. As an Independent Agency, we represent many reputable companies, allowing us to offer you the best coverage possible. With over 55 years of experience, you can trust Brookhaven Agency to provide you with exceptional service and reliable insurance solutions. Contact us today for a free consultation and let us help you find the perfect insurance plan for your needs.

Insurance Suffolk Brokerage is a trusted insurance agency located at 14 Roosevelt Avenue in Port Jefferson Station, New York. Our dedicated team of brokers is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for home, auto, life, or business insurance, we have the expertise to help you find the coverage that best fits your requirements. With a focus on customer service and attention to detail, Insurance Suffolk Brokerage is the go-to choice for all your insurance needs in Suffolk County.

O'Brien Quick Insurance is an insurance agency located at 402 Main Street in Port Jefferson, New York, United States. Specializing in auto, commercial, farm, financial, home, powersports, and human services insurance, O'Brien Quick Insurance offers a range of coverage options to meet your needs. Whether you're looking to protect your vehicle, home, or business, their expert agents can help you find the right policy. With a focus on providing personalized service and understanding your unique insurance needs, O'Brien Quick Insurance is dedicated to ensuring your peace of mind. Contact them at (631) 474-7070 or visit their office for more information.

Frank Raffone - State Farm Insurance Agent is a trusted insurance agency located at 4940 Nesconset Highway in Port Jefferson Station, New York, United States. With a commitment to providing quality insurance products and personalized service, Frank Raffone and his team are dedicated to helping clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, you can count on State Farm to provide reliable coverage and peace of mind. Contact Frank Raffone - State Farm Insurance Agent today for all of your insurance needs.

Classic Insurance is a trusted insurance agency located at 900 Hallock Avenue in Port Jefferson Station, New York. We specialize in providing a wide range of insurance products and services to meet the individual needs of our clients. Our experienced agents are dedicated to helping you find the best coverage options for your home, auto, life, and business insurance needs. With a commitment to excellent customer service and personalized attention, Classic Insurance is the go-to choice for all your insurance needs in the United States.

Maiella Associates, Inc is a reputable insurance agency located at 803 Main Street in Port Jefferson, New York. With a commitment to providing top-notch insurance solutions, Maiella Associates, Inc offers a wide range of insurance products and services to meet the diverse needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses find the right coverage at competitive rates. Whether you are looking for auto, home, life, or business insurance, Maiella Associates, Inc is here to assist you every step of the way. Contact them today to learn more about their personalized insurance options.

Classic Medicare Solutions is a trusted health insurance agency located at 900 Hallock Avenue in Port Jefferson Station, New York. We specialize in providing comprehensive Medicare solutions to meet the individual needs of our clients. Our team of experienced professionals is dedicated to helping you navigate the complex world of healthcare insurance, ensuring you have the coverage you need to stay healthy and protected. Contact us today to learn more about our services and how we can assist you in finding the perfect Medicare plan for your needs.

Jerry Cohen is a trusted life insurance, benefits broker, and Medicare advisor located at 67 John Street in Port Jefferson Station, New York. As a health insurance agency, we specialize in helping individuals and families navigate the complex world of insurance and find the best coverage to meet their needs. With years of experience and a dedication to personalized service, Jerry Cohen is committed to providing expert guidance and support to ensure our clients have the protection and peace of mind they deserve. Contact us today to learn more about how we can help you secure your financial future.

Joseph P O'Neill: Allstate Insurance is a reputable insurance agency located at 38 Sheep Pasture Road in Port Jefferson, New York. Specializing in providing a wide range of insurance products and services, they are committed to helping individuals and families protect what matters most. With a team of experienced agents, they offer personalized insurance solutions to meet the unique needs of each client. Whether you are looking for auto, home, life, or business insurance, Joseph P O'Neill: Allstate Insurance is dedicated to providing reliable coverage and exceptional customer service. Contact them today to discuss your insurance needs and receive a customized quote.

Welcome to BP Port Jefferson Station, your trusted local gas station conveniently located at 5912 Nesconset Highway, Port Jefferson Station, New York 11776. At BP, we are dedicated to fueling your journey with high-quality gasoline and exceptional customer service. As a part of a global energy company, we are committed to providing energy today while actively contributing to the development of tomorrow's energy solutions. Our dedication to innovation and technology is evident in projects like the Kaskida initiative in the Gulf of Mexico, which highlights our capability to deliver energy efficiently and sustainably. We are proud to be at the forefront of the energy transition, striving to transform BP from an international oil company to an integrated energy company that offers secure, affordable, and lower carbon energy solutions.

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 the Citizens Bank ATM located at 240 Terryville Road, Port Jefferson Station, New York 11776. As a trusted financial partner, we are committed to helping you manage and grow your finances with ease. Whether you're preparing for college, looking to unlock your home's equity, or simply saving for the future, we offer a range of solutions tailored to your needs. Our innovative services, like Citizens FastLine® for a seamless Home Equity Line of Credit, make financial management straightforward and accessible. With our Round Ups‡ feature, you can effortlessly turn everyday purchases into savings, helping you reach your financial goals faster.

Welcome to 1844 Brooklyn - Boston Line, a unique local business located in the historic Greenport, New York, 11944. Our name pays homage to a significant chapter in American rail history—the establishment of the Long Island Rail Road (LIRR) and its ambitious plan to connect New York to Boston via Greenport. This visionary route, conceived in the early 19th century, was designed to outpace the traditional path through southern Connecticut by avoiding major water crossings, thus offering a more efficient journey. The LIRR, one of the oldest railroads in the United States, began its journey as the Brooklyn and Jamaica Rail Road in 1832, with the goal of creating a rail line that spanned the entire length of Long Island. By 1834, it was officially chartered, and by 1844, the tracks reached Greenport, establishing a vital link that reduced travel time between New York and Boston from nearly fifteen hours to eleven. This achievement marked a significant milestone in American transportation history.