TOP 30 Customized financial planning in New City, New York

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Welcome to All Around Insurance Agency At All Around Insurance Agency, located at 110 Carleton Avenue, Central Islip, New York, we are committed to providing personalized and comprehensive insurance solutions to meet all your needs. As a trusted local insurance agency, we pride ourselves on our dedication to serving the Central Islip community and surrounding areas with integrity, professionalism, and a personal touch.

Welcome to Hansen-Ackerman Insurance, your trusted insurance agency located in the heart of Brentwood, New York. Conveniently situated at 44 1st Avenue, we are proud to serve the local community and surrounding areas with comprehensive insurance solutions tailored to meet your unique needs. At Hansen-Ackerman Insurance, we understand that life is full of uncertainties, and having the right coverage can make all the difference. Our experienced team is dedicated to providing personalized service and expert advice to help you navigate the complex world of insurance with ease. Whether you're seeking coverage for your home, auto, business, or life, we offer a wide range of policies from leading insurance providers to ensure you have the protection you deserve.

Welcome to M & M Associates Insurance Brokers, your trusted insurance agency located in the heart of Deer Park, New York. Conveniently situated at 2100 Deer Park Road, we specialize in providing tailored insurance solutions to meet the diverse needs of our clients. At M & M Associates, we understand that every individual and business has unique insurance requirements. Our experienced team is dedicated to offering personalized service and expert advice to help you navigate the complex world of insurance with ease. Whether you are seeking coverage for your home, automobile, business, or health, we have a wide range of options to ensure you receive the protection you need.

Welcome to Bank of America, conveniently located at 47 West Main Street, Patchogue, New York. As a leading name in banking and finance, we are committed to providing exceptional financial services to meet all your needs. Our Patchogue branch offers a comprehensive range of services, including personal banking, business banking, loans, credit cards, and investment solutions, all designed to help you manage and grow your finances effectively. For your convenience, our location features a Drive-thru ATM, allowing you to access your accounts and perform transactions quickly and securely from the comfort of your vehicle. Whether you need to withdraw cash, deposit checks, or check your balance, our state-of-the-art ATM services are available 24/7 to accommodate your busy schedule.

Welcome to Greg Mehrhoff - State Farm Insurance Agent, your trusted local insurance agency located at 10 Station Court, Bellport, NY 11713, nestled conveniently between Chase Bank and the Bellport Public Library and Post Office. With over a decade of dedicated service to the Long Island community, Greg Mehrhoff and his wife, Jillian, are committed to understanding and fulfilling your unique insurance needs. As a family-run business, we offer a wide range of coverage options including Auto, Homeowners, Life Insurance, and more, all aimed at helping you and your family build wealth and secure a prosperous future. Greg, a Chartered Financial Consultant (ChFC) and lifelong Long Islander, brings a deep connection to the community, enriched by his passion for family, outdoor activities, and community service. Actively engaged in supporting local charities and organizations, Greg strives to make a positive impact throughout the region. If you’re affiliated with a non-profit organization, feel free to inquire about our community outreach initiatives.

Welcome to The Mehrhoff Agency, your trusted local State Farm Insurance provider located at 10 Station Court, Bellport, NY 11713. Nestled conveniently between the Chase Bank and the Bellport Public Library and Post Office, we are here to serve the Long Island community with over a decade of dedicated experience. Led by Gregory Mehrhoff, a Chartered Financial Consultant (ChFC) and lifelong Long Island resident, our family-run agency is committed to understanding and addressing your unique insurance needs. At The Mehrhoff Agency, we offer a comprehensive range of insurance solutions, including Auto, Homeowners, Life, Renters, and Business insurance. Our mission is to help you and your family build wealth and secure your future, ensuring that every day can feel like summer. We proudly serve Bellport Village and its neighboring communities, including North Bellport, Patchogue, East Patchogue, Shirley, Mastic, Mastic Beach, Medford, Holbrook, Holtsville, Yaphank, and Brookhaven, as well as the wider areas of Nassau, Suffolk, Queens, Brooklyn, Manhattan, Bronx, and Staten Island.

Welcome to Cue Brokerage Group, LLC, your trusted partner in health insurance solutions located in the heart of Patchogue, New York. Situated at 180 East Main Street, our dedicated team is committed to providing personalized insurance services that cater to your unique health needs. As a leading health insurance agency, we specialize in offering a wide range of coverage options designed to protect you and your loved ones. Our expertise and customer-focused approach ensure that you receive the best possible guidance in navigating the complex world of health insurance. Whether you're seeking individual plans, family coverage, or assistance with Medicare options, Cue Brokerage Group, LLC is here to help you make informed decisions with confidence. Visit us today and discover the difference of working with a local agency that truly cares about your well-being.

Welcome to Morse Insurance Agency, your trusted partner in safeguarding what matters most. Conveniently located at 180 East Main Street, Patchogue, New York, we are dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of our community. As a locally owned and operated insurance agency, we pride ourselves on our personalized approach, ensuring you receive the best coverage options for your home, auto, business, and more. At Morse Insurance Agency, our experienced team is committed to delivering exceptional service, expert advice, and competitive rates. We understand that navigating the world of insurance can be complex, which is why we take the time to listen, understand your needs, and offer customized plans that provide peace of mind. Whether you are looking to protect your family, assets, or business, we are here to help you every step of the way.

Welcome to Ken Kortright - State Farm Insurance Agent, your trusted insurance agency located at 224 East Main Street, Suite A, Patchogue, New York. Serving all of Nassau and Suffolk Counties, including Medford, Sayville, Blue Point, Moriches, and Coram, as well as the Five Boroughs and the entire State of New York, we are dedicated to providing personalized insurance solutions for individuals and businesses alike. With over 25 years of experience, Ken Kortright and his team are committed to helping you find the right insurance products to meet your needs. We offer a comprehensive range of insurance options, including Auto, Homeowners, Life, Renters, and Condo Insurance. For business owners, we provide specialized coverage such as Commercial Auto, Fire Insurance, Business Liability, and Worker's Compensation Insurance.

Welcome to First Adjustment Corporation Inc., your trusted insurance agency located in the heart of Patchogue, New York. Situated at 31 Oak Street, we are dedicated to serving our community by providing reliable and comprehensive insurance solutions tailored to meet your unique needs. At First Adjustment Corporation Inc., we understand that navigating the world of insurance can be complex and overwhelming. That's why our team of experienced professionals is committed to guiding you through every step of the process with personalized service and expert advice. Whether you're seeking coverage for your home, vehicle, business, or personal assets, we offer a wide range of insurance products designed to protect what matters most to you.

Welcome to Priority Insurance Services Inc., your trusted partner for comprehensive insurance solutions in Patchogue, New York. Conveniently located at 427 West Main Street, our independent insurance agency is renowned for delivering personalized and attentive service to the local community. We specialize in protecting your business assets with a wide range of commercial coverage options, including property, fleet vehicles, bonds, and more. Our offerings extend beyond business insurance. We provide extensive coverage for personal needs, including collision, property damage, and liability insurance, as well as protection against uninsured or underinsured drivers. Whether you're gearing up for your next adventure or safeguarding your home, our policies cover RVs, boats, golf carts, jet skis, ATVs, motorcycles, and various property types, including rental and vacant homes.

Welcome to Shirley Cruickshank Agency, your trusted partner in financial and insurance solutions, conveniently located at 871 Connetquot Avenue, Islip Terrace, New York 11752. With a solid commitment to serving the Islip Terrace community and beyond, we specialize in providing personalized financial advice and comprehensive insurance coverage tailored to meet your unique needs. At Shirley Cruickshank Agency, we understand that navigating the world of finance and insurance can be complex. That's why our team of experienced professionals is dedicated to offering clear, expert guidance to help you make informed decisions. Whether you're looking for life, health, auto, or home insurance, or need assistance with retirement planning, investments, or wealth management, we've got you covered.

Welcome to Bank of America - Deer Park Branch (with Drive-thru ATM) Located conveniently at 1979 Deer Park Road, Deer Park, New York, our Bank of America branch is dedicated to serving the financial needs of our community with excellence and convenience. As a leading financial institution, we offer a comprehensive range of services designed to help you manage your finances effectively.

Welcome to Scott File - State Farm Insurance Agent, your trusted local insurance agency located at 102 Carleton Avenue, Islip Terrace, New York 11752. As a second-generation State Farm agent, Scott File continues a proud family tradition of serving the Islip community since 1968. With 35 years of experience in claims, the legal department, and as an agent, Scott offers invaluable insights to help you select the right insurance products and coverage tailored to your specific needs. Our dedicated team is committed to helping you manage the risks of everyday life, recover from the unexpected, and achieve your financial goals. Whether you're exploring health insurance options, seeking advice on auto maintenance, or considering life insurance and annuities, we are here to guide you every step of the way. We pride ourselves on delivering quality service and building strong relationships based on mutual trust and integrity.

Welcome to William C Hoover Insurance Located at 22 Railroad Avenue, Sayville, New York, William C Hoover Insurance is your trusted partner for comprehensive health and insurance solutions. As a licensed full-service insurance agency, we specialize in catering to closely held businesses and the families that rely on them, ensuring peace of mind and a secure future.

Welcome to Foray Agency Inc., your trusted insurance partner located in the heart of East Islip, New York. Situated at 95 East Main Street, our agency is dedicated to providing personalized insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community and beyond. At Foray Agency Inc., we understand that navigating the world of insurance can be complex and overwhelming. That's why our team of experienced professionals is committed to offering clear, comprehensive guidance and support. We take pride in our ability to offer a wide range of insurance products, including auto, home, life, health, and business insurance, ensuring that you have the right coverage to protect what matters most.

Welcome to Rich File - State Farm Insurance Agent, proudly serving the Islip, NY community and all of New York State for over 50 years! Located at 660 Montauk Highway, Islip, NY 11751, our family-owned agency has been a trusted name in insurance and financial services since 1968. Founded by Hank File and carried forward by Rich File since 1992, we are committed to providing personalized service that goes beyond the typical 15-minute phone call. At Rich File Agency, we believe in building lasting relationships to help you navigate the complexities of insurance and financial planning. Our experienced team, with a combined 80 years of expertise, is dedicated to protecting your greatest assets and helping you achieve your financial dreams. As a State Farm agency, we offer a wide range of insurance products and financial services tailored to meet the unique needs of every family. We proudly serve the entire New York State, from Buffalo to Montauk, and are conveniently located across from Islip Town Hall.

Welcome to SafeCity Insurance Agency NY, your trusted partner for comprehensive insurance solutions in Bay Shore, New York. Conveniently located at 90 Millpond Lane, our agency is dedicated to providing personalized insurance services tailored to meet the unique needs of individuals, families, and businesses in our community. At SafeCity Insurance Agency NY, we understand that protecting what matters most is a priority. Our experienced team of insurance professionals is committed to helping you navigate the complexities of insurance options, ensuring you have the right coverage at the best value. We offer a wide range of insurance products, including auto, home, life, health, and business insurance, from leading providers to give you peace of mind and security.

Welcome to ICR Professional Services Inc., your trusted insurance agency located in the heart of Bay Shore, New York. Conveniently situated at 214 5th Avenue, we proudly serve the local community and beyond with a commitment to providing comprehensive insurance solutions tailored to meet your unique needs. At ICR Professional Services Inc., we understand that navigating the world of insurance can be overwhelming. That's why our team of experienced professionals is dedicated to offering personalized service and expert guidance. Whether you're looking for personal insurance, such as home, auto, or life insurance, or seeking commercial coverage to protect your business, we have the expertise to help you make informed decisions.

Welcome to AllSafe Insurance Agency, your trusted partner for comprehensive insurance solutions located at 1175 Sunrise Highway, Bay Shore, New York 11706. At AllSafe Insurance, we understand that protecting what matters most to you is a top priority. Whether it's safeguarding your home, vehicle, business, or personal assets, our team of experienced professionals is dedicated to providing personalized insurance plans tailored to meet your unique needs. We pride ourselves on our commitment to exceptional customer service and our ability to offer a wide range of insurance products from leading providers. Our knowledgeable agents are here to guide you through the complexities of insurance policies, ensuring that you have the right coverage at competitive rates.

Welcome to Advantage Insurance Brokers, Inc., your trusted partner in navigating the complex world of insurance. Located at 1265 Sunrise Highway, Suite 107, Bay Shore, New York, we are dedicated to providing tailored insurance solutions to meet the unique needs of your business. As fellow entrepreneurs, we understand the challenges you face, from managing workers’ compensation audits to dealing with the frustration of limited insurance options and rising premiums. That's why we're here to help you take control of your insurance needs.

Welcome to Nationwide Insurance: Devivo Associates Inc., your trusted insurance agency located at 718 Union Boulevard, West Islip, New York 11795. We are dedicated to providing comprehensive insurance solutions tailored to meet your individual and business needs. As a proud partner of Nationwide, we offer a wide range of insurance products, including auto, home, life, and commercial insurance, ensuring you receive the coverage you deserve. Auto Insurance: Protect your investment with reliable auto insurance from Nationwide. We understand the importance of safeguarding your vehicle against accidents and unforeseen events. Our team will work with you to create a personalized plan that takes into account factors like your driving habits and vehicle type, ensuring you get the best protection at a competitive price.

Welcome to Webster Bank, your trusted financial partner located at 526 Union Boulevard, West Islip, New York 11795. As a leading provider of banking and financial services, we are committed to delivering personalized solutions to meet the unique needs of our community. Whether you're looking to open a new account, secure a loan, or plan for your financial future, our dedicated team of professionals is here to guide you every step of the way. At Webster Bank, we pride ourselves on our customer-centric approach, offering convenient banking options, competitive rates, and expert advice. Visit us today and experience the difference of a bank that truly cares about your financial well-being.

Welcome to Regan Agency Inc., your trusted insurance partner located at 463 Deer Park Road, Babylon, New York. Since our founding in 1983, we have proudly served our community as a family-owned, second-generation business with a global perspective. Our dedicated team, boasting an average of over 20 years of experience, is committed to assisting you with all your business and personal insurance needs. At Regan Agency, we understand the unique challenges and responsibilities that come with running specialized operations like cemeteries and libraries. Our expertise extends to providing tailored insurance solutions that address these specific needs. For cemeteries, we offer coverage that safeguards the resting places of loved ones, ensuring peace of mind for both operators and families. For libraries, we provide comprehensive risk strategies, including preventative pest control measures and maintenance plans, to protect your valuable structures and collections.

Welcome to Executive Planners Insurance, your trusted partner in securing a brighter future. Conveniently located at 382 West Main Street, Babylon, New York, we are a premier insurance agency dedicated to providing personalized and comprehensive insurance solutions tailored to meet your unique needs. At Executive Planners Insurance, we understand that navigating the world of insurance can be overwhelming. That's why our team of experienced professionals is committed to guiding you every step of the way. Whether you're looking for personal insurance, business coverage, or specialized policies, we offer a wide range of options designed to protect what matters most to you.

Welcome to Dime Community Bank, your trusted financial partner located at 1500 Brecknock Road, Greenport West, New York 11944. As a leading provider of banking and financial services, we are committed to serving the diverse needs of our community with integrity and excellence. Whether you are looking to manage your personal finances, grow your business, or plan for the future, Dime Community Bank offers a comprehensive range of services tailored to meet your unique goals. Our state-of-the-art ATMs provide convenient access to your accounts, allowing you to perform transactions quickly and securely at any time. Our friendly and knowledgeable staff are dedicated to delivering exceptional customer service and personalized financial solutions. From checking and savings accounts to loans and investment opportunities, we are here to help you navigate your financial journey with confidence.

Welcome to Dime Community Bank, your trusted partner in financial services located at 54970 Main Road, Southold, New York. As a leading provider of banking and financial solutions, we are committed to helping you achieve your financial goals with ease and confidence. Whether you are looking to manage your personal finances, grow your business, or plan for the future, our team of experienced professionals is here to assist you every step of the way. At Dime Community Bank, we offer a wide range of services including personal and business banking, loans, mortgages, and convenient ATM access. Our state-of-the-art facilities ensure that your banking experience is both efficient and secure. We pride ourselves on delivering exceptional customer service and personalized solutions tailored to meet your unique needs.

Welcome to Suffolk County National Bank, your trusted financial partner located in the heart of Cutchogue, New York. Situated at 31525 Main Road, we proudly serve the vibrant communities of Suffolk County with a commitment to personalized banking solutions and exceptional customer service. At Suffolk County National Bank, we understand that each client has unique financial needs. Whether you're looking to open a savings account, secure a loan, or plan for your financial future, our team of experienced professionals is here to guide you every step of the way. Our comprehensive range of services includes personal and business banking, mortgage lending, investment advice, and more, all tailored to help you achieve your financial goals.

Welcome to Dime Community Bank, your trusted financial partner located at 2 Bay Street, Sag Harbor, New York. As a cornerstone of the community, we are proud to offer a comprehensive range of banking and financial services designed to meet the diverse needs of our customers. Whether you're looking to manage your personal finances, grow your business, or plan for the future, our team of experienced professionals is here to provide personalized solutions and expert guidance. At Dime Community Bank, we prioritize convenience and accessibility. Our state-of-the-art ATM services ensure you have access to your funds whenever you need them. We are committed to delivering exceptional customer service and building lasting relationships with our clients based on trust and transparency.

Welcome 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.