TOP 10 Financial advisor customized plans in Cutchogue, New York

Welcome to James Morgan - Global Real Estate Advisor, your trusted partner in navigating the dynamic real estate markets of New York and New Jersey. Located at 28080 Main Road, Cutchogue, New York 11935, Jim Morgan brings a wealth of experience and a personal touch to every client interaction, ensuring your real estate journey is both successful and enjoyable. Having joined Daniel Gale Sotheby's International Realty in late 2021, Jim is distinguished by his extensive background in the financial sector, with over 25 years at leading institutions like JP Morgan Chase and Morgan Stanley. This expertise, combined with his passion for real estate, makes him a formidable advisor in the property market.

Welcome to Dave Wise State Farm, located in Wading River, New York! Our insurance agency is dedicated to providing a warm and friendly experience to our valued customers in Suffolk County and beyond. With a range of insurance options including Home, Auto, Renters, and Life Insurance, we are here to protect you and your loved ones. Our experienced team has been serving the community since 2002, and we are committed to making a positive impact on our customers' lives. Whether you are in Southold, Southampton, Cutchogue, or any surrounding areas, we are here to help you find the right coverage for your needs.

Welcome to William McIntosh, Real Estate Salesperson, located at 28080 Main Road, Cutchogue, New York 11935. As a dedicated real estate advisor with Daniel Gale Sotheby’s International Realty, Bill McIntosh is committed to providing meaningful and joyful real estate experiences with honesty and enthusiasm. With over 30 years of experience on Wall Street, Bill transitioned naturally into real estate, leveraging his financial expertise and active investment background in the Manhattan market. A lifelong resident of the North Fork, Bill cherishes his roots and brings a deep understanding of the local area to his practice. His business thrives on referrals, with more than 75% of his clientele being loyal past clients, a testament to the trust and exceptional service he consistently delivers. Bill caters to a diverse range of clients, from seasoned investors to first-time home buyers, with equal dedication and eagerness.