Comprehensive investment management in Bridgehampton, NY
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Beacon Pointe Advisors
● ClosedWelcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.
2488 Montauk Highway, Bridgehampton, New York 11932, United States -
Janis Bronstein
● OpenWelcome to Janis Bronstein, your trusted partner in finance, located at 2287 Montauk Highway, Bridgehampton, New York. We specialize in providing personalized financial services to meet the unique needs of individuals and businesses in our community. With a commitment to excellence and integrity, our experienced team offers a comprehensive range of services, including financial planning, investment management, and tax advisory. At Janis Bronstein, we understand the complexities of the financial landscape and are dedicated to helping you achieve your financial goals with confidence. Visit us today to discover how we can support your financial journey with expertise and a personal touch.
2287 Montauk Highway, Bridgehampton, New York 11932, United States -
Ted Morales - State Farm Insurance Agent
● ClosedWelcome to Ted Morales - State Farm Insurance Agent, your trusted insurance partner in Hampton Bays, New York. Located at 252 West Montauk Highway, we are proud to serve our community and the greater Suffolk and Nassau Counties, including East Hampton, West Hampton, Southampton, Sag Harbor, Bridgehampton, Montauk, Shirley, Riverhead, and the five boroughs. Our mission is to help you manage the risks of everyday life, providing comprehensive insurance solutions tailored to your unique needs. Established in 2019, our agency is driven by a commitment to making a genuine impact on the lives of our neighbors. With over 30 years of industry experience, Ted Morales, our dedicated State Farm agent, leads a team that is fluent in both English and Spanish, ensuring clear communication and exceptional service for every client. We specialize in a wide range of insurance products, including auto, home, life, renters, health, and business insurance, as well as pet insurance and coverage for recreational vehicles, campers, jet-skis, and snowmobiles.
252 West Montauk Highway, Hampton Bays, New York 11946, United States -
Kelly Nelson
● OpenWelcome to Kelly Nelson Real Estate Agency, your trusted partner in finding the perfect home or investment property in the charming village of Sag Harbor, New York. Conveniently located at 35 Main Street, our agency is dedicated to providing exceptional service and expert guidance in the vibrant and competitive real estate market of the Hamptons. At Kelly Nelson, we understand that buying or selling a property is more than just a transaction; it's a life-changing experience. That's why our team of experienced real estate professionals is committed to delivering personalized solutions tailored to meet your unique needs and preferences. Whether you're searching for a cozy waterfront cottage, a luxurious estate, or a promising commercial property, we have the local expertise and market knowledge to help you make informed decisions.
35 Main Street, Sag Harbor, New York 11963, United States
- comprehensive investment management in Hampton Bays
- comprehensive investment management in Sag Harbor
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