TOP 30 Finance company services in Port Jefferson, New York
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Soloway Advisory - Tax Preparation Service
● ClosedSoloway Advisory is a professional tax preparation service located at 4667 Nesconset Highway in Port Jefferson Station, New York. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Whether you need assistance with filing your personal taxes or require comprehensive financial planning for your company, Soloway Advisory is here to provide reliable and efficient services. With a commitment to excellence and personalized attention, we strive to ensure our clients maximize their tax savings and achieve their financial goals. Contact us today to schedule a consultation and experience the difference our expertise can make for your financial future.
4667 Nesconset Hwy, Port Jefferson Station, NY 11776, United States -
O'Hara & Company
● ClosedO'Hara & Company is a reputable accounting and finance institution located at 812 Hallock Avenue in Port Jefferson Station, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Their dedication to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit O'Hara & Company for all your accounting and financial needs.
812 Hallock Ave, Port Jefferson Station, NY 11776, United States -
Fortitude Investment Group
● ClosedFortitude Investment Group is a finance institution located at 417 East Main Street, Port Jefferson, New York, United States. They believe in helping clients achieve their personal, professional, and financial goals by providing comprehensive financial planning services. Their team is committed to earning client relationships every day by investing time and expertise selflessly. They offer services in financial planning to address every phase of a client's financial life. Potential clients are invited to spend an hour discussing their financial goals with an investment professional. The institution values transparency and encourages clients to check the background of their investment professionals on FINRA's BrokerCheck. They provide educational information on investments, but advise clients to consult with a professional regarding their individual circumstances. Securities are offered through Concorde Investment Services, LLC, and advisory services through Concorde Asset Management, LLC. Fortitude Investment Group is independent of CIS, CAM, and CIA. Investors are advised to carefully consider the risks and charges of variable annuities before investing. The institution emphasizes that investment returns and principal value are not guaranteed, and product guarantees are based on the claims-paying ability of the issuing company.
417 E Main St #300, Port Jefferson, NY 11777, United States -
Merrill Edge Financial Solutions
● ClosedMerrill Edge Financial Solutions is a finance institution located at 911 New York 112, Port Jefferson Station, New York, United States. At Merrill, they have a team of dedicated professionals, advanced tools, and personalized advice to help you achieve your financial goals. Whether you are planning for your future or investing for the first time, a Merrill Advisor can assist you in creating a customized plan that works best for you. You can search for an advisor's name or the parent company, Merrill Lynch, for more information. Please note that you are leaving Merrill Edge and being redirected to FINRA's BrokerCheck for additional information. Investing in securities involves risks and potential losses, so it is important to carefully consider your options. Merrill offers a wide range of services including brokerage, investment advisory, and financial planning. Banking products are provided by Bank of America, N.A. and affiliated banks. For more details, you can review the Client Relationship Summary provided by Merrill.
911 NY-112, Port Jefferson Station, NY 11776, United States -
Saranto Calamas Office
● ClosedSaranto Calamas Office is a reputable accounting and finance institution located at 640 Belle Terre Road in Port Jefferson, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Saranto Calamas Office is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Visit their office today to see how they can assist you with your accounting and finance needs.
640 Belle Terre Rd building d, Port Jefferson, NY 11777, United States -
T&T Bookkeeping Solutions, Inc.
● ClosedWelcome to T&T Bookkeeping Solutions, Inc., your trusted partner in accounting and finance located in the heart of Port Jefferson Station, New York. Situated at 6 Legend Street, our firm is dedicated to providing top-notch financial services tailored to meet the unique needs of small businesses and individuals in our community. At T&T Bookkeeping Solutions, Inc., we understand that managing finances can be a daunting task. That's why our team of experienced professionals is committed to delivering personalized bookkeeping, accounting, and financial management services with precision and care. Whether you're a small business owner seeking efficient bookkeeping solutions or an individual in need of tax preparation assistance, we are here to help streamline your financial processes and ensure peace of mind.
6 Legend Street, Port Jefferson Station, New York 11776, United States -
Chase ATM
● OpenWelcome to Chase ATM, conveniently located at 120 Main Street, Port Jefferson, New York 11777. As a trusted name in finance, we offer a wide range of services to meet your banking needs. At Chase, we understand the importance of accessible and efficient banking solutions. Our ATMs provide you with 24/7 access to your accounts, allowing you to manage your finances with ease. Whether you need to withdraw cash, check your balance, or transfer funds, our ATMs are designed to make your banking experience seamless.
120 Main Street, Port Jefferson, New York 11777, United States -
Citizens Bank ATM
● OpenWelcome to the Citizens Bank ATM located at 240 Terryville Road, Port Jefferson Station, New York 11776. As a trusted financial partner, we are committed to helping you manage and grow your finances with ease. Whether you're preparing for college, looking to unlock your home's equity, or simply saving for the future, we offer a range of solutions tailored to your needs. Our innovative services, like Citizens FastLine® for a seamless Home Equity Line of Credit, make financial management straightforward and accessible. With our Round Ups‡ feature, you can effortlessly turn everyday purchases into savings, helping you reach your financial goals faster.
240 Terryville Road, Port Jefferson Station, New York 11776, United States -
The Crest Group LLC
● ClosedWelcome to The Crest Group LLC, your trusted partner in finance, general contracting, legal services, and real estate. Located at 1201 Route 112, Suite 900, Port Jefferson Station, NY 11776, The Crest Group is a distinguished, privately held company known for its unwavering commitment to value creation and excellence in every project we undertake. As a leading real estate management and development company, as well as a boutique private equity group, we pride ourselves on our honesty and integrity, which have earned us a stellar reputation in the industry. Our focus is on optimizing the quality and integrity of each project from conception to completion, ensuring the highest standards are met throughout the project’s lifecycle.
1201 New York 112, Port Jefferson Station, New York 11776, United States
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