TOP 30 Family wealth management in Westhampton Beach, New York
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Robert W Urban - Financial Consultant, Ameriprise Financial Services, LLC
● OpenWelcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.
12 Mitchell Road, Westhampton Beach, New York 11978, United States -
Oppenheimer & Co. Inc.
● OpenWelcome to Oppenheimer & Co. Inc., located at 11A Sunset Avenue, Westhampton Beach, New York. As a leading global financial institution, we specialize in Wealth Management, Capital Markets, and Investment Banking solutions. Since 1881, we have been crafting customized strategies to meet the unique goals of our clients, leveraging our extensive experience, resources, research, and knowledge to make a positive impact on society and improve our communities. Our team of dedicated Financial Professionals is here to guide you through all your wealth management needs. With a focus on delivering deep insight and expertise in financial planning, we drive investment ideas and opportunities to help you achieve your personal goals. At Oppenheimer, we pride ourselves on our powerful thinking—whether it's providing unmatched expertise for municipalities, institutions, and emerging growth companies, or offering strategic advisory and capital market strategies backed by over a century of industry expertise.
11A Sunset Avenue, Westhampton Beach, New York 11978, United States -
Antoinette Iodice | Real Estate Advisor & Marketing Director at Stoebe & Co. Real Estate
● ClosedWelcome to Antoinette Iodice | Real Estate Advisor & Marketing Director at Stoebe & Co. Real Estate, your trusted partner in navigating the vibrant real estate market of Long Island. Located at 51 Old Riverhead Road, Westhampton Beach, New York, Antoinette brings a wealth of local knowledge and expertise to help you achieve your real estate dreams. With a career rooted in customer service and community connections, Antoinette has been a part of the Long Island community since she was 15. Her dedication to leadership and genuine passion for helping others has made her a respected and innovative agent in the competitive real estate market. Her approach is built on three pillars: communication, dedication, and transparency, ensuring a seamless and satisfying experience for her clients.
51 Old Riverhead Road, Westhampton Beach, New York 11978, United States
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