Comprehensive wealth management in Smithtown, New York

Arcadia Wealth Management is a finance institution located at 10 Edgewood Avenue, Smithtown, New York, United States. We are a multi-generational, fee-only financial planner dedicated to helping our clients achieve peace of mind and confidence at every stage of life. Our goal is to help clients create and preserve wealth for future generations, generate retirement income, and simplify their lives while creating a legacy for their loved ones. Our team, including father-daughter duo Walter Wisniewski and Allison Vanaski, is committed to bringing families together to empower them to plan for life’s transitions, protect their loved ones, and pursue the life they desire. As a Fee-Only Fiduciary, we provide Comprehensive Financial Life Planning and sophisticated Investment Management to our clients and their future generations.

MCINTOSH Tax and Asset Management Group is a leading finance institution located at 410 Motor Parkway in Hauppauge, New York. Our team of experienced professionals specializes in providing expert tax and asset management services to individuals and businesses. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you with your financial needs.

Castle Asset Management is a reputable finance and insurance agency located at 145 Marcus Boulevard in Hauppauge, New York, United States. With a team of experienced professionals, Castle Asset Management offers a wide range of financial services to help clients manage and grow their assets. Whether you are looking for investment advice, insurance solutions, or retirement planning, Castle Asset Management is committed to providing personalized and comprehensive financial strategies tailored to your individual needs. Trust Castle Asset Management to safeguard and enhance your financial future.

Draper Asset Management LLC is a finance institution located at 116 Terry Road in Smithtown, New York, United States. Specializing in asset management, they offer a range of financial services to help clients achieve their investment goals. With a team of experienced professionals, Draper Asset Management LLC provides personalized advice and strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Draper Asset Management LLC is dedicated to helping you reach your financial goals.

Christopher Tong is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 201 Moreland Road, Hauppauge, New York, United States. Christopher holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Christopher's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various individuals including retirees, small business owners, high net worth clients, and those with special needs. Christopher is dedicated to providing comprehensive financial advice and solutions to help clients achieve their financial goals.

Castle Wealth Strategies, LLC is a finance institution located at 200 Motor Parkway in Hauppauge, New York, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, estate planning, and tax optimization solutions. At Castle Wealth Strategies, LLC, we are dedicated to helping our clients build and protect their wealth for the long term. Contact us today to schedule a consultation and start planning for a secure financial future.

Citi Personal Wealth Management is a finance institution located at 18 East Main Street in Smithtown, New York, United States. Our dedicated team of financial experts provides personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help you every step of the way. Trust Citi Personal Wealth Management to provide you with the guidance and expertise you need to secure your financial future.

Welcome to Wealth Advisory Group, LLC, your trusted partner in financial planning and wealth management, located in the heart of Hauppauge, New York. Situated at 150 Motor Parkway, we are committed to providing personalized financial solutions tailored to meet the unique needs of each client. Our expert team of financial advisors brings years of experience and a deep understanding of the ever-changing financial landscape to help you achieve your financial goals. At Wealth Advisory Group, LLC, we offer a comprehensive range of services, including retirement planning, investment management, estate planning, and tax strategies. Our client-centric approach ensures that we take the time to understand your individual circumstances and aspirations, allowing us to create a customized financial plan that aligns with your objectives.

Welcome to Total Wealth Planning: Dominic V. Privitera, your trusted partner in securing a prosperous financial future. Conveniently located at 140 Adams Avenue, Hauppauge, New York, we specialize in providing personalized financial services tailored to meet the unique needs of each client. Our mission is to help you achieve your financial goals through comprehensive wealth management strategies, investment planning, retirement solutions, and more. With years of experience and a commitment to excellence, Dominic V. Privitera and his team are dedicated to delivering expert guidance and personalized service. Whether you're planning for retirement, managing your investments, or seeking estate planning advice, we are here to assist you every step of the way. Visit us today to discover how we can help you build and preserve your wealth for a secure and successful future.

Welcome to Batarseh Pammer PLLC, your trusted legal partner located in Hauppauge, New York. Situated at 150 Motor Parkway, our firm is dedicated to providing exceptional legal services with a focus on client satisfaction. At Batarseh Pammer PLLC, we understand that navigating legal matters can be complex and daunting, which is why our experienced team of attorneys is committed to offering personalized and effective solutions tailored to meet your unique needs. Our practice areas encompass a wide range of legal services, ensuring comprehensive support for both individuals and businesses. Whether you require assistance with family law, real estate transactions, estate planning, business law, or civil litigation, our skilled lawyers are here to guide you every step of the way. We pride ourselves on our professionalism, attention to detail, and unwavering commitment to achieving the best possible outcomes for our clients.

Welcome to David Jaramillo - Realty Connect USA, your trusted partner in real estate located in Hauppauge, New York. Situated at 35 Arkay Drive, our business is dedicated to providing exceptional real estate services tailored to meet your unique needs. As a licensed REALTOR® and general contractor, David Jaramillo brings a wealth of experience and expertise to the table, ensuring a seamless and rewarding real estate journey for every client. Whether you are buying, selling, or investing in residential or commercial properties, our team is committed to guiding you through every step of the process with professionalism and integrity. We pride ourselves on our personalized approach, taking the time to understand your goals and delivering results that exceed your expectations.

Welcome to Transfitnation, your premier destination for personal fitness and health in Smithtown, New York. Located at 20 Gilbert Avenue, our state-of-the-art facility offers a comprehensive range of training services designed to help you achieve your health and fitness goals. Whether you're looking to lose weight, tone up, get stronger, or simply eat smarter, our expert team is here to guide you every step of the way. At Transfitnation, we offer a variety of training options to suit your needs, including One-On-One Training, Partner Training, Group Training, Habit Coaching, Online Training, and Hybrid Training. Our personalized approach ensures that every workout is tailored to your unique goals, abilities, and fitness levels. Join us to improve your cardiovascular, musculoskeletal, and mental health through targeted exercise and nutrition plans.

Welcome to American Real Estate School, your premier destination for real estate education in Hauppauge, New York. Conveniently located at 150 Motor Parkway, we are dedicated to providing comprehensive and high-quality training for aspiring and seasoned real estate professionals. Our expert instructors bring a wealth of industry experience and knowledge, ensuring that our students receive practical and up-to-date insights into the real estate market. At American Real Estate School, we offer a wide range of courses, including pre-licensing, continuing education, and specialized training programs tailored to meet the needs of our diverse clientele. Whether you're just starting your real estate journey or looking to enhance your skills, our flexible class schedules and supportive learning environment make it easy to achieve your career goals.

Main Street Financial Group is a finance and insurance agency located at 80 East Main Street in Kings Park, New York. Our experienced team of financial experts is dedicated to providing personalized financial planning and insurance solutions to help our clients achieve their financial goals. Whether you are looking to invest for the future, protect your assets, or plan for retirement, Main Street Financial Group is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Henry Pimentel: Primerica - Financial Services is a reputable finance and insurance agency located at 350 Motor Parkway in Hauppauge, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Henry Pimentel: Primerica is committed to providing personalized and comprehensive financial services to meet your needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

United Financial Planning Group LLC is a Fee-Only, Fiduciary Firm located at 350 Motor Parkway in Hauppauge, New York. Our team of experienced CERTIFIED FINANCIAL PLANNER™ professionals and CPA’s are dedicated to providing comprehensive financial planning services to help you achieve your retirement goals. Whether you are just starting to think about retirement planning or are getting closer to retirement, we can help you create a solid retirement strategy to protect your assets and ensure financial success. Contact us today to schedule a consultation and start planning for a secure financial future.

Sovereign Global Advisors is a leading financial institution located in Kings Park, New York, United States. With a team of experienced advisors, we provide comprehensive financial solutions to help our clients achieve their investment goals. Our services include wealth management, retirement planning, and investment strategies tailored to each client's unique needs. Trust Sovereign Global Advisors to guide you towards a secure financial future.

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.

Gerry Barrasso, CPA, CFP, PFS is a Fee-Only, Fiduciary Firm located at 350 Motor Parkway in Hauppauge, New York, United States. Specializing in accounting and finance, our team of CERTIFIED FINANCIAL PLANNER™ professionals and CPA’s are dedicated to providing comprehensive financial planning services. Whether you are just starting to think about retirement or fine-tuning your goals as you approach retirement, we are here to help turn your retirement goals into a solid plan. With decades of experience, we can assist in creating a retirement distribution plan to protect the assets you have worked so hard to obtain. Contact us today to start planning for your financial success.

Welcome to United Commercial Construction, your trusted partner in building excellence. Located conveniently at 611 Old Willets Path, Hauppauge, New York, our team is dedicated to transforming your vision into reality with precision and expertise. As a premier general contractor, we specialize in delivering top-quality construction services tailored to meet the unique needs of businesses across various industries. At United Commercial Construction, we pride ourselves on our commitment to quality, safety, and customer satisfaction. Our experienced professionals bring a wealth of knowledge and a meticulous attention to detail to every project, ensuring that each endeavor is completed on time and within budget. Whether you're looking to construct a new commercial space, renovate an existing facility, or expand your operations, we offer comprehensive solutions that are both innovative and cost-effective.

Welcome to Schwartz Fred, your trusted legal partner located at 317 East Main Street, Smithtown, New York. As a dedicated law firm, we specialize in providing comprehensive legal services tailored to meet the unique needs of our clients. With a commitment to excellence and a personalized approach, Schwartz Fred is here to guide you through every legal challenge with expertise and integrity. Whether you require assistance with family law, estate planning, business law, or any other legal matter, our experienced team is ready to offer you the support and representation you deserve. Visit us today and discover how we can help you achieve the best possible outcomes for your legal concerns. Your peace of mind is our priority at Schwartz Fred, where your legal needs are our top priority.

Welcome to O'Rourke & Hansen PLLC, your trusted legal partners located at 235 Brooksite Drive, Hauppauge, New York. At O'Rourke & Hansen, we are dedicated to providing exceptional legal services tailored to meet the unique needs of our clients. Our experienced team of attorneys specializes in a broad range of practice areas, ensuring comprehensive legal support for both individuals and businesses. With a commitment to excellence and a client-centered approach, we strive to deliver effective solutions and sound legal advice. Whether you are navigating complex legal challenges or seeking guidance on routine matters, we are here to assist you every step of the way.

Welcome to the Law Offices of Mark Needleman Located in the heart of Hauppauge, New York, the Law Offices of Mark Needleman is dedicated to providing exceptional legal services to the community and beyond. Situated at 521 New York 111, our practice is conveniently accessible for clients seeking reliable and professional legal assistance.

Welcome to Theresa A. Mari, PC, your trusted legal partner located in the heart of Hauppauge, New York. Situated at 200 Vanderbilt Motor Parkway, we are dedicated to providing exceptional legal services to our community and beyond. With a strong commitment to client satisfaction, our law firm specializes in offering personalized and comprehensive legal solutions tailored to meet your unique needs. At Theresa A. Mari, PC, our experienced team is well-versed in a wide range of legal areas, ensuring that you receive expert guidance and representation. We understand that navigating the legal landscape can be challenging, and we are here to support you every step of the way with professionalism and integrity.

Welcome to Andreoli Law Group, P.C., your trusted partner for elder law and estate planning in Islandia, New York. Conveniently located at 1777 Veterans Memorial Highway, our dedicated team is committed to providing you with comprehensive legal services that cater to your unique needs. At Andreoli Law Group, we specialize in helping you secure government benefits for long-term care services, ensuring your assets are distributed according to your wishes, and guiding you through the Surrogate’s Court process when a loved one has passed. Our experienced attorneys are available to assist you not only in Suffolk County, including our Westhampton Beach location, but also in Nassau, Queens, Kings, New York, Richmond, and Westchester Counties.

Welcome to Dominic Marsicovetere & Co, your trusted partner in accounting and finance, conveniently located at 198 Terry Road, Smithtown, New York. With years of experience and a commitment to excellence, we specialize in providing comprehensive financial solutions tailored to meet the unique needs of both individuals and businesses. At Dominic Marsicovetere & Co, we understand that navigating the complexities of financial management can be challenging. Our team of dedicated professionals is here to offer expert guidance and personalized service in a wide range of areas, including bookkeeping, tax preparation, financial planning, and more. We pride ourselves on our attention to detail and our ability to deliver results that exceed expectations.

Welcome to Fuller Lowenberg & Co., CPAs, P.C., your trusted partner in accounting and finance located in the heart of Hauppauge, New York. Situated at 200 Motor Parkway, we are committed to providing exceptional financial services to individuals and businesses across the region. Our team of experienced certified public accountants is dedicated to helping you achieve your financial goals with precision and integrity. At Fuller Lowenberg & Co., we offer a comprehensive range of services including tax planning and preparation, bookkeeping, auditing, and financial consulting. Our personalized approach ensures that each client's unique needs are met with tailored solutions and expert advice. Whether you're a small business owner seeking strategic financial guidance or an individual looking for reliable tax services, our team is here to support your journey to financial success.

Welcome to Chase Bank, located at 2 Fort Salonga Road in Fort Salonga, New York. As a leading provider of financial services, we offer a comprehensive range of banking solutions tailored to meet your needs. Whether you're looking for personal banking services, business banking solutions, or investment opportunities, Chase Bank is here to help you achieve your financial goals. Our Fort Salonga branch provides convenient access to ATMs, allowing you to manage your finances with ease. With our Business Banking services, you'll receive expert guidance from a team of professionals dedicated to improving cash flow, offering credit solutions, and assisting with payroll management. We also provide online and mobile banking services, business credit cards, and payment acceptance solutions designed specifically for businesses.

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 M&T Bank, your trusted partner in financial services located at 2020 Jericho Turnpike, Commack, New York. As a cornerstone of the local community, we are committed to providing personalized banking solutions to meet the diverse needs of individuals, families, and businesses. Our experienced team is dedicated to delivering exceptional customer service and expert financial guidance, ensuring that you achieve your financial goals with confidence. At M&T Bank, we offer a comprehensive range of services, including personal banking, business banking, loans, mortgages, investment services, and more. Whether you're looking to open a new account, secure a loan, or plan for your financial future, our knowledgeable staff is here to assist you every step of the way.