TOP 30 Family wealth management in setauket east setauket in New York, New York

12 results found

RVPII Consulting, Inc. is a finance institution located at 286 Main Street, Setauket- East Setauket, New York, United States. Specializing in family, business, and real estate financial consulting, RVPII Consulting is dedicated to helping clients achieve greater prosperity through comprehensive financial planning services. Our team of financial consultants work closely with clients to develop customized strategies and plans to strengthen their financial futures. We prioritize honesty and integrity, building personal relationships with clients based on transparency and accountability. For working families, we create personalized financial plans to help achieve short-term, long-term, and retirement goals. For business owners, we develop strategic plans to enhance financial foundations. And for real estate investors, we create and execute comprehensive strategies to guide them to success. Our expertise allows us to create strategic financial plans that align with our clients' best interests, helping them reach their financial goals.

Obsidian Financial Consultants Inc. is a leading financial institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York. With a team of experienced and knowledgeable financial experts, we offer a wide range of services including investment planning, retirement planning, tax planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you make the most of your finances.

Anthony C. Barone, a financial advisor at Ameriprise Financial Services, LLC located at 100 South Jersey Avenue, Setauket- East Setauket, New York, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as needed, clients can track their financial journey securely from any device. By scheduling a complimentary initial consultation, clients can explore how Anthony C. Barone can help them achieve their financial aspirations. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC provides investment products and services with a focus on client relationships and financial planning concepts. With a commitment to privacy and security, Anthony C. Barone looks forward to assisting friends and family members in reaching their financial goals.

Prudential Financial - Three Village is a finance institution located at 100-5 South Jersey Avenue in Setauket- East Setauket, New York, United States. This institution offers a wide range of financial services including investment management, retirement planning, insurance, and wealth management. With a focus on providing personalized financial solutions to individuals, families, and businesses, Prudential Financial - Three Village is committed to helping clients achieve their financial goals and secure their financial future. The experienced team of professionals at this institution is dedicated to providing expert advice and guidance to help clients make informed decisions about their finances.

Edward Jones - Financial Advisor: Eliel H Pimentel, CFP® is a trusted financial institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York. As a Certified Financial Planner, Eliel Pimentel provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert advice, Edward Jones is dedicated to helping individuals and families secure their financial futures. Visit us today to learn how we can help you plan for a secure financial future.

Brian Knust - Ramsey Financial Coach is a renowned institution located in Setauket- East Setauket, New York, United States. Specializing in finance and health, this institution offers expert financial coaching services to help individuals achieve their financial goals and improve their overall financial well-being. With a focus on the principles taught by financial guru Dave Ramsey, Brian Knust provides personalized guidance and practical strategies to help clients take control of their finances, reduce debt, and build wealth for the future. Located at 248 Route 25A, this institution is dedicated to empowering individuals to make informed financial decisions and live a healthier financial life.

Welcome to Tahmid Rahman MD, where we are dedicated to providing exceptional cardiovascular care to the Long Island community. Conveniently located at 26 Research Way, Setauket-East Setauket, New York, our practice specializes in noninvasive cardiology and clinical lipidology, with a focus on managing cholesterol disorders, including familial hypercholesterolemia and atherosclerotic heart disease. Dr. Tahmid Rahman, a Clinical Assistant Professor of Medicine in the division of Cardiology at Stony Brook Medicine, brings a wealth of knowledge and expertise to his patients. As the Associate Director for Quality and Performance in Cardiology and the Center for Advanced Lipid Management, Dr. Rahman is committed to improving cardiovascular health through both clinical practice and research. His board certifications in clinical cardiology, internal medicine, echocardiography, nuclear cardiology, and clinical lipidology ensure that patients receive comprehensive and top-tier care.

Welcome to the practice of Hayley R. Queller, MD, located at 6 Technology Drive, Setauket-East Setauket, New York. Our esteemed team of medical professionals is dedicated to providing comprehensive and compassionate care in the field of orthopedics and sports medicine. We specialize in a wide range of services including joint replacement, sports medicine, hand, foot and ankle care, concussion management, and advanced imaging with MRI. Dr. Hayley Queller, a pioneer in Primary Care Sports Medicine at Orthopedic Associates of Long Island, leads our team with a focus on personalized patient care. She brings a wealth of knowledge and experience, having completed her medical degree at Georgetown University School of Medicine and her undergraduate studies in mathematics at Franklin & Marshall College, where she was both valedictorian and a first team Academic All-American soccer player.

Welcome to the practice of Gregg J. Jarit, MD, where we pride ourselves on providing exceptional orthopedic and sports medicine care to the Setauket-East Setauket community and beyond. Located at 6 Technology Drive, Setauket- East Setauket, New York, our team of highly skilled physicians offers comprehensive services to address a wide range of musculoskeletal conditions. Our expertise spans joint replacement, sports medicine, hand, foot, and ankle care, concussion management, and advanced imaging through MRI technology. We are committed to delivering personalized care tailored to each patient's unique needs, ensuring optimal recovery and improved quality of life.

Welcome to the practice of Hayley R. Queller, MD, a distinguished specialist in Non-Operative Sports Medicine, serving the Riverhead community and beyond. Conveniently located at 715 Roanoke Avenue, Riverhead, New York, Dr. Queller offers expert medical care for both adults and children, focusing on sports medicine and concussion management. Dr. Queller brings a wealth of knowledge and experience as the first Primary Care Sports Medicine physician at Orthopedic Associates of Long Island. Her impressive academic background includes being a valedictorian at Franklin & Marshall College and earning her medical degree from Georgetown University School of Medicine. She is board certified in Internal Medicine and Pediatrics, with additional qualifications in Sports Medicine, ensuring comprehensive care for her patients.

Welcome to the Law Office of Antonio Corcella, P.C., your trusted legal partner located at 348 Main Street, Setauket-East Setauket, New York. We specialize in providing comprehensive legal services tailored to meet the unique needs of our clients. Our experienced team is dedicated to offering expert advice and representation in various areas of law, ensuring that your rights and interests are protected. At the Law Office of Antonio Corcella, P.C., we pride ourselves on our commitment to excellence, personalized service, and a client-centered approach. Whether you require assistance with personal, business, or family legal matters, we are here to guide you every step of the way. Contact us today to schedule a consultation and discover how we can help you achieve the best possible outcome for your legal needs.

Welcome to Southard Estate Planning, your trusted partner in securing your family's future. Conveniently located at 175 Main Street, Setauket-East Setauket, New York, we specialize in providing comprehensive estate planning services tailored to meet your unique needs. Our experienced team is dedicated to guiding you through every step of the estate planning process, ensuring that your assets are protected and your wishes are honored. Whether you're looking to draft a will, establish a trust, or navigate the complexities of probate, Southard Estate Planning is here to offer expert advice and personalized solutions. Visit us today to learn how we can help you achieve peace of mind for you and your loved ones.