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The 30 Best Financial advisors in Northport, New York

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#1

Susan Whitcomb - Financial Advisor, Ameriprise Financial Services, LLC

● Open

Susan Whitcomb is a highly experienced and knowledgeable financial advisor at Ameriprise Financial Services, LLC. Located at 842 Fort Salonga Road in Northport, New York, Susan offers personalized financial planning services to help clients achieve their financial goals. With a focus on providing comprehensive financial advice and guidance, Susan is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Susan Whitcomb can help you navigate the complex world of finance with confidence. Contact her today to schedule a consultation and start planning for a brighter financial future.

842 Fort Salonga Rd # 2, Northport, NY 11768, United States
631-239-1176
ameripriseadvisors.com
Susan Whitcomb - Financial Advisor, Ameriprise Financial Services, LLC Susan Whitcomb - Financial Advisor, Ameriprise Financial Services, LLC
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#2

University College Advisors

● Closed

University College Advisors is a leading educational institution located at 113 Bayview Avenue in Northport, New York. Our team of experienced advisors is dedicated to helping students navigate the college application process and achieve their academic and career goals. We offer personalized guidance and support to students of all backgrounds, ensuring that each individual receives the attention and assistance they need to succeed. With a commitment to excellence and a focus on student success, University College Advisors is the premier choice for those seeking expert guidance on their educational journey.

113 Bayview Ave, Northport, NY 11768, United States
516-443-5192
universitycollegeadvisors.com
University College Advisors
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#3

LTC Financial Partners

● Closed

LTC Financial Partners is a finance, health, and insurance agency located at 29 North Road in Northport, New York, United States. Specializing in long-term care planning and insurance solutions, our team of experienced professionals is dedicated to helping individuals and families protect their financial well-being and health in the face of potential long-term care needs. With a focus on personalized service and tailored solutions, LTC Financial Partners is committed to helping clients navigate the complexities of long-term care planning and find peace of mind for the future.

29 North Rd, Northport, NY 11768, United States
631-262-7167
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#4

Centaurus Financial

● Open

Centaurus Financial is a leading finance institution located at 220 Fort Salonga Road in Northport, New York, United States. Our team of experienced professionals provides a wide range of financial services, including investment planning, wealth management, retirement planning, and more. We are committed to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Centaurus Financial can help you reach your financial objectives.

220 Fort Salonga Rd # 301 C, Northport, NY 11768, United States
631-912-9061
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5 9
#5

Mike Vassallo, Financial Equities Mortgage Bankers

● Open

Welcome to Mike Vassallo, Financial Equities Mortgage Bankers, your trusted partner in navigating the world of finance and home ownership. Conveniently located at 172a Main Street in the charming village of Northport, New York, we specialize in providing personalized mortgage solutions tailored to meet your unique needs. With a commitment to exceptional service and expert guidance, our team is dedicated to helping you achieve your financial goals, whether you're a first-time homebuyer or looking to refinance. Explore our wide range of mortgage products and discover how we can assist you in making informed financial decisions. At Mike Vassallo, Financial Equities Mortgage Bankers, your dream home is within reach. Visit us today or contact our friendly staff to learn more about how we can help you on your financial journey.

172a Main Street, Northport, New York 11768, United States
631-806-5569
financialequities.com
Mike Vassallo, Financial Equities Mortgage Bankers Mike Vassallo, Financial Equities Mortgage Bankers Mike Vassallo, Financial Equities Mortgage Bankers
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#6

Allstate Personal Financial Representative: Pamela Barbieri

● Closed

Welcome to Allstate Personal Financial Representative: Pamela Barbieri, your trusted insurance agency located in the heart of Northport, New York. Situated at 834 Fort Salonga Road, our office is dedicated to providing personalized financial and insurance solutions tailored to meet your individual needs. With a commitment to exceptional service, Pamela Barbieri and her team offer a comprehensive range of insurance products, including auto, home, life, and retirement planning. Our goal is to ensure that you and your loved ones are well-protected and financially secure.

834 Fort Salonga Road, Northport, New York 11768, United States
631-754-4600
agents.allstate.com
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#7

Merrill Lynch Financial Advisor Gregory C Mallgraf

● Closed

Welcome to Merrill Lynch Financial Advisor Gregory C. Mallgraf's office, located at 57 Hampton Road, Southampton, New York. With over 20 years of experience in the financial services industry, Greg joined Merrill Lynch Wealth Management in 2008 and is dedicated to providing personalized and disciplined investment management strategies for individuals and families. As the Senior Resident Director of the Southampton branch and a Wealth Management Advisor with the Martorana-Mallgraf Group, Greg is committed to understanding your unique financial needs and goals. At Merrill Lynch, we offer access to a wide range of investment solutions and banking products from Bank of America. With timely insights into market trends and the global economy, Greg helps you stay on track with your financial objectives. Our approach focuses on connecting your life and finances, providing fresh perspectives to help turn your goals into reality.

57 Hampton Road, Southampton, New York 11968, United States
631-204-8668
fa.ml.com
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#8

Edward Jones

● Open

Edward Jones is a reputable finance institution located at 24 Woodbine Avenue in Northport, New York. Specializing in wealth management, investment planning, and retirement services, Edward Jones is dedicated to helping individuals achieve their financial goals. With a team of experienced financial advisors, Edward Jones offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Edward Jones is committed to providing top-notch service and expertise to help you make informed decisions and achieve financial success.

24 Woodbine Ave # 7, Northport, NY 11768, United States
631-754-7774
edwardjones.com
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#9

MyTaxAdvisorOnline LLC

● Closed

MyTaxAdvisorOnline LLC is a trusted accounting and finance institution located at 168 Laurel Avenue in Northport, New York, United States. Our team of experienced professionals are dedicated to providing personalized tax and financial advice to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping services, we are here to assist you every step of the way. Contact us today to schedule a consultation and take control of your financial future.

168 Laurel Ave, Northport, NY 11768, United States
631-350-1965
mytaxadvisoronline.com
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4.5 92
#10

H&R Block

● Closed

H&R Block is a renowned accounting and finance institution located at 290 Larkfield Road in East Northport, New York. With a strong reputation for providing expert tax preparation services, financial planning, and other accounting solutions, H&R Block is a trusted partner for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the financial world and achieve their financial goals. Whether you need assistance with tax filing, investment planning, or other financial matters, H&R Block is committed to providing top-notch service and expertise.

290 Larkfield Rd, East Northport, NY 11731, United States
631-261-1154
hrblock.com
H&R Block H&R Block H&R Block
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5 5
#11

Maria Zoll Tax & Advisory Services, Inc.

● Closed

Maria Zoll Tax & Advisory Services, Inc. is a reputable accounting and finance institution located at 382 Larkfield Road in East Northport, New York. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, and advisory services. Our goal is to help individuals and businesses navigate the complexities of the financial world and achieve their financial goals. Trust Maria Zoll Tax & Advisory Services, Inc. for all your accounting and finance needs.

382 Larkfield Rd, East Northport, NY 11731, United States
631-667-1165
instagram.com
Maria Zoll Tax & Advisory Services, Inc.
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#12

Michael Sands, CPA, PC

● Open

Michael Sands, CPA, PC is a trusted accounting and finance institution located at 260 Main Street in Northport, New York, United States. With years of experience and expertise in the field, Michael Sands and his team provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, they offer a wide range of services tailored to meet the specific needs of their clients. Whether you are looking for assistance with bookkeeping, budgeting, or investment strategies, Michael Sands, CPA, PC is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can help you secure a stable financial future.

260 Main St #101, Northport, NY 11768, United States
631-398-6997
michaelsandscpa.com
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5 1
#13

Kenneth C Denker & Co

● Open

Kenneth C Denker & Co is a reputable accounting and finance institution located at 514 Larkfield Road in East Northport, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their dedication to providing personalized and quality services sets them apart from other firms in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Kenneth C Denker & Co is committed to helping you achieve your financial goals.

514 Larkfield Rd # 1, East Northport, NY 11731, United States
631-757-7813
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#14

Capricorn Consulting Services Inc

● Closed

Capricorn Consulting Services Inc is a leading accounting and finance institution located at 16 Leonard Drive in East Northport, New York. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your accounting and finance needs.

16 Leonard Dr, East Northport, NY 11731, United States
516-318-3203
capricorncnsltng.com
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5 2
#15

1040 Woman

● Closed

1040 Woman is a trusted accounting and finance institution located at 299 Main Street in Northport, New York. Specializing in tax preparation and financial planning services, our team of experts is dedicated to helping women navigate the complex world of taxes and finances. Whether you need assistance with tax filing, retirement planning, or investment management, 1040 Woman is here to provide personalized and professional support. Visit us today to start achieving your financial goals with confidence and peace of mind.

299 Main St, Northport, NY 11768, United States
631-624-6169
the1040woman.com
1040 Woman
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4.2 136
#16

Cathy Nesselt - State Farm Insurance Agent

● Closed

Welcome to Cathy Nesselt - State Farm Insurance Agent located at 842 Route 25A in Northport, New York. Cathy and her team have been proudly serving the community since 1993, offering a wide range of insurance services including Auto, Home, Renter's, Boat, Business, Life and more. With a background in State Farm Claims, Cathy and her team have the expertise to assist policyholders in their time of need. The agency is consistently recognized as a leading agency in the region and nationally among all State Farm agencies. Whether you are in Northport or the surrounding areas such as East Northport, Centerport, Kings Park, or Huntington, we are here to help with all your insurance needs. We also service clients from Montauk to NYC and upstate NY. Our bilingual Spanish team members are here to assist you. Contact us today for all your insurance needs and experience the State Farm motto of being a good neighbor.

842 Rte 25A Ste 1, Northport, NY 11768, United States
631-261-2322
cathynesselt.com
Cathy Nesselt - State Farm Insurance Agent Cathy Nesselt - State Farm Insurance Agent Cathy Nesselt - State Farm Insurance Agent
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4.8 50
#17

Gerald Cawley - State Farm Insurance Agent

● Closed

Welcome to the Gerald Cawley State Farm Agency located at 3034 Jericho Turnpike in East Northport, New York. Our insurance agency is conveniently situated just 1/2 mile west of Larkfield Rd, across from the 7 Eleven. We offer a wide range of insurance services including Auto, Home, Property, Business, Boat, Life, and Health insurance quotes. Our experienced team is dedicated to helping you protect your assets and plan for the future with personalized insurance plans that suit your needs. As a retired NYPD Lieutenant and second-generation State Farm agent, Gerald Cawley takes pride in serving the East Northport community. We strive to provide high-quality customer service and build long-lasting relationships with our clients. Whether you're looking to secure your family, assets, or plan for the future, we are here to help you navigate the world of insurance. Contact us today for all your insurance needs and let us help you manage the risks of everyday life and realize your dreams.

3034 Jericho Turnpike, East Northport, NY 11731, United States
631-462-1717
gcawleyinsurance.com
Gerald Cawley - State Farm Insurance Agent Gerald Cawley - State Farm Insurance Agent
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4.8 25
#18

Renee Berges - State Farm Insurance Agent

● Closed

Renee Berges - State Farm Insurance Agent is a reputable insurance agency located at 490 New York Avenue in Huntington, New York, United States. With a history dating back to 1979, Renee Berges has been dedicated to providing top-notch insurance services to clients in various communities, including Huntington, Huntington Station, Centerport, Greenlawn, Northport, Oyster Bay, Halesite, and Melville. The agency offers a wide range of insurance products, including life insurance, auto insurance, home and renters insurance, health insurance, and more. The team at Renee Berges - State Farm Insurance Agent is committed to helping clients navigate the complex world of insurance and find the right products to meet their specific needs. The agency's staff, including the office manager and licensed insurance agents, are all residents of the Huntington community and are passionate about serving their neighbors. Whether you need assistance with auto insurance, homeowners insurance, life insurance, or business insurance, the team at Renee Berges is ready to help. The agency also offers valuable resources and tips on topics such as drunk driving prevention, credit card security, and bird deterrents to help keep clients informed and safe.

490 New York Ave, Huntington, NY 11743, United States
631-424-6333
reneeberges.com
Renee Berges - State Farm Insurance Agent Renee Berges - State Farm Insurance Agent
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3.8 15
#19

David Epstein: Allstate Insurance

● Closed

David Epstein: Allstate Insurance is a reputable insurance agency located at 834 Fort Salonga Road in Northport, New York. With a focus on providing quality insurance products and excellent customer service, this institution offers a range of insurance options to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, the knowledgeable agents at David Epstein: Allstate Insurance are dedicated to helping you find the right coverage at the right price. Trust in their expertise and commitment to protecting what matters most to you.

834 Fort Salonga Rd B, Northport, NY 11768, United States
631-754-4600
agents.allstate.com
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5 34
#20

Ralph P Habib: Allstate Insurance

● Closed

Ralph P Habib: Allstate Insurance is a trusted insurance agency located at 189 Main Street in Northport, New York. With a focus on providing reliable insurance solutions to individuals and businesses, they offer a wide range of coverage options to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, the experienced team at Ralph P Habib: Allstate Insurance is dedicated to helping you find the right policy at the right price. Visit their office today to speak with a friendly agent and get the protection you need.

189 Main St, Northport, NY 11768, United States
631-262-9494
agents.allstate.com
Ralph P Habib: Allstate Insurance Ralph P Habib: Allstate Insurance Ralph P Habib: Allstate Insurance
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5 8
#21

Brian Devine: Allstate Insurance

● Closed

Brian Devine: Allstate Insurance is a trusted insurance agency located at 1028 Fort Salonga Road in Northport, New York. As a part of the Allstate network, this institution provides a wide range of insurance products and services to meet the needs of individuals and families. With a strong focus on customer service and personalized attention, Brian Devine and his team are dedicated to helping clients protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, you can count on Brian Devine: Allstate Insurance to provide you with reliable coverage and peace of mind. Visit their office today to learn more about their offerings and how they can help you plan for the future.

1028 Fort Salonga Rd, Northport, NY 11768, United States
631-261-4200
agents.allstate.com
Brian Devine: Allstate Insurance
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#22

Empire Insurance Planning

● Open

Empire Insurance Planning is a leading insurance agency located at 225 Main Street in Northport, New York, United States. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have the expertise to help you find the right coverage at the best possible price. Contact us today to learn more about how Empire Insurance Planning can protect what matters most to you.

225 Main St # 301, Northport, NY 11768, United States
631-606-2950
Empire Insurance Planning
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4.5 2
#23

Borg Risk Management Services Inc dba Hartt Borg Insurance Agency

● Closed

Borg Risk Management Services Inc dba Hartt Borg Insurance Agency is a trusted insurance agency located at 45 Main Street in Northport, New York. With a commitment to providing top-notch risk management services, our experienced team is dedicated to helping clients find the best insurance solutions to protect their assets and loved ones. Whether you are looking for auto, home, life, or business insurance, we are here to guide you every step of the way. Visit us today and let us help you secure your future.

45 Main St, Northport, NY 11768, United States
631-261-6300
harttinsurance.com
Borg Risk Management Services Inc dba Hartt Borg Insurance Agency Borg Risk Management Services Inc dba Hartt Borg Insurance Agency
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4.7 13
#24

Cathi Phillips - State Farm Insurance Agent

● Closed

At Cathi Phillips - State Farm Insurance Agent, located at 86 Larkfield Road in Northport, New York, our dedicated team is committed to providing you with exceptional customer service and a sense of community. With 39 years of experience with State Farm, Cathi Phillips is a trusted insurance agent who can help you navigate your insurance needs and protect your future. Our office serves all of New York and surrounding towns, offering a wide range of insurance products including auto, home, business, and life insurance. Our knowledgeable staff, including Kelli, Deborah, and Justin, are here to assist you in finding the right insurance coverage to meet your needs. Whether you prefer in-person meetings, phone calls, emails, or texts, we are here to help you plan for the future and protect what matters most to you.

86 Larkfield Rd E, Northport, NY 11731, United States
631-261-5377
cathiphillips.com
Cathi Phillips - State Farm Insurance Agent Cathi Phillips - State Farm Insurance Agent
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#25

Excel Insurance

● Open

Excel Insurance is a reputable insurance agency located at 409 Fort Salonga Road in Northport, New York. With a commitment to providing top-notch insurance solutions to individuals and businesses, Excel Insurance offers a wide range of coverage options to meet the unique needs of each client. Whether you are looking for auto, home, life, or business insurance, our team of experienced agents is dedicated to helping you find the right policy at the best price. Trust Excel Insurance to protect what matters most to you.

409 Fort Salonga Rd, Northport, NY 11768, United States
877-763-9235
excelagency.com
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5 24
#26

Gibney Solutions LLC (College & Career)

● Closed

Gibney Solutions LLC (College & Career) is a finance institution located at 7 James Street in Northport, New York, United States. Our mission is to provide expert financial guidance and solutions to individuals seeking to navigate the complexities of college and career planning. Whether you are a student looking to finance your education or a professional seeking to advance your career, our team of experienced advisors is here to help you achieve your goals. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.

7 James St, Northport, NY 11768, United States
203-707-9361
gibneysolutions.com
Gibney Solutions LLC (College & Career) Gibney Solutions LLC (College & Career) Gibney Solutions LLC (College & Career)
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#27

Veris Settlement Partners Inc

● Open

Veris Settlement Partners Inc is a finance institution located at 52 School Street in Northport, New York. We specialize in providing settlement services for individuals and families, helping them navigate complex financial matters with expertise and care. Our team of professionals is dedicated to ensuring our clients receive the best possible outcomes when it comes to their financial settlements. Trust Veris Settlement Partners Inc to guide you through the process with integrity and precision.

52 School St, Northport, NY 11768, United States
631-239-6655
go2veris.com
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#28

Gould + Partners

● Closed

Gould Partners is a world-class M&A Advisory Firm specializing in PR mergers and acquisitions, located at 46 Woodbine Avenue in Northport, New York. With over 30 years of experience in the industry, Gould Partners offers expert counsel on business valuation, exit planning, and financial management through their Build-to-Sell program. They provide top-notch business strategy and services for PR, media, and creative service firms, helping clients boost profitability, build value, and gain a competitive edge. Whether you're looking to grow your firm or sell your agency, Gould Partners can provide the insider knowledge needed to do so profitably. Their goal is to make each party in a transaction feel like a winner, ensuring a successful and mutually beneficial deal. Visit their website for more information on how Gould Partners can help your PR firm thrive.

46 Woodbine Ave # 4, Northport, NY 11768, United States
917-783-4500
gould-partners.com
Gould + Partners Gould + Partners Gould + Partners
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#29

Rumore Nagi & Siro LLP

● Open

Rumore Nagi & Siro LLP is a renowned finance institution located at 384 Larkfield Road, East Northport, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From investment management to financial planning, they are dedicated to helping their clients achieve their financial goals. With a reputation for excellence and integrity, Rumore Nagi & Siro LLP is a trusted partner for all financial needs.

384 Larkfield Rd # 1, East Northport, NY 11731, United States
631-266-4587
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5 2
#30

Sharon La Colla, CPA

● Closed

Sharon La Colla, CPA is a reputable accounting firm located at 9 Woodmere Drive in Northport, New York, United States. With years of experience and expertise in financial management, tax preparation, and auditing services, Sharon La Colla and her team provide top-notch accounting solutions for individuals and businesses alike. Their commitment to excellence and personalized approach ensure that clients receive the highest level of service and support. Contact Sharon La Colla, CPA today for all your accounting needs.

9 Woodmere Dr, Northport, NY 11768, United States
631-424-1112
sharonlacolla.com
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