Customized financial planning in Sag Harbor, New York

Welcome 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.

Welcome to Sovereign Beacon Insurance, your trusted partner in health insurance solutions, conveniently located at 11 Bridge Street, Sag Harbor, New York 11963. As a premier insurance agency, we are dedicated to providing personalized and comprehensive health insurance services tailored to meet the unique needs of individuals, families, and businesses in our vibrant community. At Sovereign Beacon Insurance, we understand that navigating the complexities of health insurance can be daunting. Our team of experienced professionals is committed to offering expert guidance and support, ensuring you find the right coverage that fits your lifestyle and budget. We pride ourselves on our customer-centric approach, taking the time to understand your specific requirements and offering solutions that provide peace of mind.

Welcome to Apple Bank, your trusted financial partner located in the heart of Sag Harbor at 138 Main Street, New York. We are dedicated to serving the community with a wide range of banking and financial services tailored to meet your needs. Whether you're looking to open a new account, apply for a loan, or simply withdraw cash from our conveniently located ATM, Apple Bank is here to assist you every step of the way. Our commitment to providing exceptional customer service and secure, innovative financial solutions makes us the preferred choice for individuals and businesses alike. Visit us today and discover how Apple Bank can help you achieve your financial goals with ease and confidence.

Welcome to Shred Nations, your trusted partner in secure document destruction located at 2 Main Street, Sag Harbor, New York 11963. We specialize in connecting you with top-tier paper shredding providers, ensuring your sensitive information remains protected from identity theft and data breaches. Whether you're a small business with a low-volume shredding project or a large corporation with extensive document destruction needs, we have the right solution for you. Our drop-off shredding services are perfect for handling smaller quantities of documents (up to 90lbs) efficiently and affordably. For larger projects or those requiring a certificate of destruction, explore our comprehensive service options including mobile shredding, off-site shredding, and Ship ‘N’ Shred. While drop-off services do not accommodate hard drives or electronics, we offer specialized hard drive destruction and electronic shredding to securely dispose of these items.

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 M&T Bank, your trusted financial partner located at 17 Main Street, Sag Harbor, New York. At M&T Bank, we are committed to providing personalized banking and financial services tailored to meet your needs. Whether you're looking to open a new account, secure a loan, or manage your investments, our team of experienced professionals is here to help you achieve your financial goals. We pride ourselves on delivering exceptional customer service and building strong relationships with the Sag Harbor community. Visit us today to experience the difference that local expertise and dedicated service can make. M&T Bank – where your financial well-being is our priority.

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.

Welcome to TrustED Fine Jewelry, your premier destination for exquisite jewelry and expert financial services in the heart of Sag Harbor, New York. Located at 66 Main Street, our elegant store combines the sophistication of a luxury jewelry boutique with the trusted guidance of financial expertise. At TrustED Fine Jewelry, we pride ourselves on offering a stunning collection of fine jewelry pieces, from timeless classics to contemporary designs, each crafted with the utmost precision and care. Our knowledgeable staff is dedicated to providing personalized service, ensuring that you find the perfect piece to celebrate life's special moments. In addition to our exceptional jewelry offerings, we provide a range of financial services to help you make informed decisions about your valuable investments. Discover the unique blend of elegance and trust at TrustED Fine Jewelry, where your satisfaction is our top priority. Visit us today to experience the artistry and expertise that sets us apart.