Home
Sign In
Guide > Financial advisors in New York > Financial advisors in Smithtown

Financial advisors in Smithtown, New York

209 results found

Search for local businesses, places and services near you

Choose your location:
New York
  • United States
  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Wyoming
  • Australia
  • France
  • Germany
  • Ireland
  • Italy
  • New Zealand
  • Poland
  • Spain
  • Ukraine
  • United Kingdom
View Map
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
5 84
#1

Seniors Health Plan Advisors

● Open
150 Motor Pkwy #401, Hauppauge, NY 11788, United States
516-319-2214
seniorshealthplans.com

Seniors Health Plan Advisors is a reputable health insurance agency located at 150 Motor Parkway in Hauppauge, New York.

Insurance Agency Medical Services
Details
5 2
#2

Main Street Financial Group

● Closed
80 E Main St, Kings Park, NY 11754, United States
631-269-2300
mainstreet-financialgroup.com

Main Street Financial Group is a finance and insurance agency located at 80 East Main Street in Kings Park, New York.

Photo of Main Street Financial Group - Kings Park, NY 11754, USA Photo of Main Street Financial Group - Kings Park, NY 11754, USA Photo of Main Street Financial Group - Kings Park, NY 11754, USA
Financial Service Insurance Agency
Details
5 18
#3

Mitlin Financial, Inc.

● Closed
140 Adams Ave Suite B-12, Hauppauge, NY 11788, United States
631-952-4466 ext. 112
mitlinfinancial.com

Mitlin Financial, Inc. is a leading finance institution located at 140 Adams Avenue in Hauppauge, New York, United States. With a strong reputation for providing personalized financial planning and investment management services, Mitlin Financial, Inc.

Photo of Mitlin Financial, Inc. - Hauppauge, NY 11788, USA Photo of Mitlin Financial, Inc. - Hauppauge, NY 11788, USA Photo of Mitlin Financial, Inc. - Hauppauge, NY 11788, USA
Financial Service
Details
5 1
#4

United Financial Planning Group LLC

● Closed
350 Motor Pkwy Suite 300, Hauppauge, NY 11788, United States
631-234-0871
unitedfpg.com

United Financial Planning Group LLC is a Fee-Only, Fiduciary Firm located at 350 Motor Parkway in Hauppauge, New York.

Photo of United Financial Planning Group LLC - Hauppauge, NY 11788, USA Photo of United Financial Planning Group LLC - Hauppauge, NY 11788, USA Photo of United Financial Planning Group LLC - Hauppauge, NY 11788, USA
Accounting Service Financial Service
Details
5 1
#5

Diversified Private Wealth Advisors

● Closed
200 Parkway Dr S Suite 200, Hauppauge, NY 11788, United States
516-785-1800
lebenthal.com

Diversified Private Wealth Advisors, located at 200 Parkway Drive South in Hauppauge, New York, is a finance institution that upholds the values of hard work, patience, and responsible investing.

Photo of Diversified Private Wealth Advisors - Hauppauge, NY 11788, USA Photo of Diversified Private Wealth Advisors - Hauppauge, NY 11788, USA Photo of Diversified Private Wealth Advisors - Hauppauge, NY 11788, USA
Financial Service
Details
5 4
#6

Fortress Financial - 401K Rollover, 403B Rollover, IRA Rollover Specialists

● Closed
200 Motor Pkwy a5, Hauppauge, NY 11788, United States
888-614-0080
fortressfin.net

Fortress Financial is a leading finance institution specializing in 401K rollovers, 403B rollovers, and IRA rollovers.

Photo of Fortress Financial - 401K Rollover, 403B Rollover, IRA Rollover Specialists - Hauppauge, NY 11788, USA
Financial Service
Details
5 1
#7

Tilton Financial Planning

● Closed
150 Motor Pkwy #401, Hauppauge, NY 11788, United States
631-787-8487

Tilton Financial Planning is a reputable finance institution located at 150 Motor Parkway in Hauppauge, New York, United States.

Financial Service
Details
5 2
#8

Capital Financial Planning

● Open
50 NY-111, Smithtown, NY 11787, United States
631-360-0464
capital-financial.com

Capital Financial Planning is a leading finance institution located at 50 New York 111, Smithtown, New York, United States.

Financial Service
Details
5 5
#9

Louis A. Soriano CFP, EA - Navigator Financial

● Closed
222 E Main St # 206, Smithtown, NY 11787, United States
631-236-5842
navigatorfinancialinc.com

Louis A. Soriano CFP, EA - Navigator Financial is a trusted finance institution located at 222 East Main Street in Smithtown, New York.

Photo of Louis A. Soriano CFP, EA - Navigator Financial - Smithtown, NY 11787, USA Photo of Louis A. Soriano CFP, EA - Navigator Financial - Smithtown, NY 11787, USA Photo of Louis A. Soriano CFP, EA - Navigator Financial - Smithtown, NY 11787, USA
Financial Service
Details
5 1
#10

Jeremy Isleman Financial Advisor

● Closed
102 Motor Pkwy Suite 550, Hauppauge, NY 11788, United States
631-863-8508

Jeremy Isleman Financial Advisor is a trusted institution located at 102 Motor Parkway in Hauppauge, New York.

Financial Service Insurance Agency Medical Services
Details
5 1
#11

Edward Jones - Financial Advisor: Shelly M Newman, CFP®|ChFC®|CLU®|AAMS™|CRPC™

● Closed
2193 Jericho Turnpike, Commack, NY 11725, United States
631-462-8550
edwardjones.com

Edward Jones - Financial Advisor: Shelly M Newman, CFP®|ChFC®|CLU®|AAMS™|CRPC™ is a trusted financial institution located at 2193 Jericho Turnpike, Commack, New York, United States.

Photo of Edward Jones - Financial Advisor: Shelly M Newman, CFP®|ChFC®|CLU®|AAMS™|CRPC™ - Commack, NY 11725, USA
Financial Service
Details
5 1
#12

Sovereign Global Advisors

● Closed
1 Village, # 201, Kings Park, NY 11754, United States
866-790-9700
sovereignglobaladvisors.com

Sovereign Global Advisors is a leading financial institution located in Kings Park, New York, United States. With a team of experienced advisors, we provide comprehensive financial solutions to help our clients achieve their investment goals.

Photo of Sovereign Global Advisors - Kings Park, NY 11754, USA Photo of Sovereign Global Advisors - Kings Park, NY 11754, USA
Financial Service
Details
5 2
#13

Merrill Lynch Financial Advisor Gerald Slattery

● Closed
50 NY-111, Village of the Branch, NY 11787, United States
631-361-3230
fa.ml.com

Merrill Lynch Financial Advisor Gerald Slattery is located at 50 New York 111, Village of the Branch, New York, United States.

Financial Service
Details
5 9
#14

BSB Accountants & Advisors

● Closed
201 Moreland Rd STE 3, Hauppauge, NY 11788, United States
631-543-7700
bsbny.cpa

BSB Accountants & Advisors is a leading accounting and finance institution located at 201 Moreland Road, Hauppauge, New York, United States.

Photo of BSB Accountants & Advisors - Hauppauge, NY 11788, USA Photo of BSB Accountants & Advisors - Hauppauge, NY 11788, USA
Accounting Service Financial Service
Details
5 1
#15

Tax and Financial Services: John W Trinkwald III, CPA

● Open
200 Motor Pkwy, Hauppauge, NY 11778, United States
631-905-2153

Tax and Financial Services: John W Trinkwald III, CPA is a reputable institution located at 200 Motor Parkway in Hauppauge, New York, United States.

Accounting Service Financial Service
Details
5 1
#16

David Amaya: Primerica - Financial Services

● Open
350 Motor Parkway, Hauppauge, New York 11788, United States
631-913-3918
reps.primerica.com

Welcome to David Amaya: Primerica - Financial Services, your trusted partner in financial security and growth, conveniently located at 350 Motor Parkway, Hauppauge, New York 11788.

Photo of David Amaya: Primerica - Financial Services - Hauppauge, NY 11788, USA
Financial Service Insurance Agency
Details
4.8 5
#17

Priscila Gomez: Primerica - Financial Services

● Open
350 Motor Pkwy STE 106, Hauppauge, NY 11788, United States
631-648-9700
reps.primerica.com

Priscila Gomez: Primerica - Financial Services is an insurance agency located at 350 Motor Parkway in Hauppauge, New York. Our team is dedicated to providing comprehensive financial services to help individuals and families achieve their financial goals.

Photo of Priscila Gomez: Primerica - Financial Services - Hauppauge, NY 11788, USA
Insurance Agency
Details
4.3 6
#18

Strategic Financial & Tax Planning Services

● Closed
150 Motor Pkwy #101, Hauppauge, NY 11788, United States
631-656-9720
guynicosia.com

Strategic Financial & Tax Planning Services is a comprehensive financial institution located at 150 Motor Parkway in Hauppauge, New York.

Photo of Strategic Financial & Tax Planning Services - Hauppauge, NY 11788, USA Photo of Strategic Financial & Tax Planning Services - Hauppauge, NY 11788, USA Photo of Strategic Financial & Tax Planning Services - Hauppauge, NY 11788, USA
Accounting Service Financial Service Insurance Agency
Details
3 2
#19

RoseMark Advisors

● Closed
145 Marcus Blvd #1, Hauppauge, NY 11788, United States
518-519-3501
rosemarkadvisors.com

RoseMark Advisors is a trusted insurance agency located at 145 Marcus Boulevard in Hauppauge, New York. With a team of experienced advisors, we provide personalized insurance solutions to meet the unique needs of our clients.

Insurance Agency
Details
1 2
#20

Nestegg Advisors Inc

● Closed
330 Vanderbilt Motor Pkwy # 305, Hauppauge, NY 11788, United States
631-952-2700
nesteggadvisors.net

Nestegg Advisors Inc is a reputable finance institution located at 330 Vanderbilt Motor Parkway in Hauppauge, New York, United States.

Photo of Nestegg Advisors Inc - Hauppauge, NY 11788, USA
Financial Service
Details
1 1
#21

Raymond James Financial Services

● Closed
186 W Main St, Smithtown, NY 11787, United States
631-298-4420
raymondjames.com

Raymond James Financial Services is a finance institution located at 186 West Main Street in Smithtown, New York, United States.

Financial Service
Details
1 1
#22

Primerica Financial Services

● Open
201 Moreland Road, Hauppauge, New York 11788, United States
631-361-6271
primerica.com

Welcome to Primerica Financial Services, your trusted insurance agency located in Hauppauge, New York. Situated at 201 Moreland Road, we are dedicated to providing personalized financial solutions to meet your unique needs.

Insurance Agency
Details
#23

Merrill Lynch Financial Advisor John Callea

● Closed
50 NY-111, Village of the Branch, NY 11787, United States
631-361-3208
fa.ml.com

Merrill Lynch Financial Advisor John Callea is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. Managing your wealth begins with a deep understanding of your financial picture.

Photo of Merrill Lynch Financial Advisor John Callea - Village of the Branch, NY 11787, USA
Financial Service
Details
#24

Merrill Lynch Financial Advisor Michael Thomas Karwoski

● Closed
50 NY-111, Village of the Branch, NY 11787, United States
631-361-3242
fa.ml.com

Merrill Lynch Financial Advisor Michael Thomas Karwoski is a finance institution located at 50 New York 111, Village of the Branch, New York, United States.

Photo of Merrill Lynch Financial Advisor Michael Thomas Karwoski - Village of the Branch, NY 11787, USA
Financial Service
Details
#25

Merrill Lynch Financial Advisor James M Gaughran

● Closed
50 NY-111, Smithtown, NY 11787, United States
631-361-3260
fa.ml.com

Merrill Lynch Financial Advisor James M Gaughran is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation.

Photo of Merrill Lynch Financial Advisor James M Gaughran - Smithtown, NY 11787, USA
Financial Service
Details
#26

Edward Jones - Financial Advisor: Scott R Posner, CFP®

● Closed
542 N Country Rd Suite A, St James, NY 11780, United States
631-862-2020
edwardjones.com

Edward Jones - Financial Advisor: Scott R Posner, CFP® is a reputable financial institution located at 542 North Country Road in Saint James, New York.

Photo of Edward Jones - Financial Advisor: Scott R Posner, CFP® - Saint James, NY 11780, USA
Financial Service
Details
#27

Edward Jones - Financial Advisor: Wayne R Buess, AAMS™

● Closed
82 Main St, Kings Park, NY 11754, United States
631-269-5031
edwardjones.com

Edward Jones - Financial Advisor: Wayne R Buess, AAMS™ is a finance institution located at 82 Main Street in Kings Park, New York, United States.

Photo of Edward Jones - Financial Advisor: Wayne R Buess, AAMS™ - Kings Park, NY 11754, USA
Financial Service
Details
#28

Edward Jones - Financial Advisor: Frank E Carpentiere

● Open
222 Middle Country Rd Suite 318, Smithtown, NY 11787, United States
631-265-2014
edwardjones.com

Edward Jones - Financial Advisor: Frank E Carpentiere is a trusted financial institution located at 222 Middle Country Road in Smithtown, New York.

Photo of Edward Jones - Financial Advisor: Frank E Carpentiere - Smithtown, NY 11787, USA
Financial Service
Details
#29

Morgan Stanley Financial Advisor- John Abreu

● Open
50 NY-111, Village of the Branch, NY 11787, United States
631-361-3225
fa.ml.com

Morgan Stanley Financial Advisor- John Abreu is a trusted financial institution located at 50 New York 111, Village of the Branch, New York, United States.

Automated Teller Financial Service Insurance Agency
Details
#30

Edward Jones - Financial Advisor: Johnson C Uwamanzu-Nna

● Open
542 N Country Rd Suite A, St James, NY 11780, United States
631-862-2020
edwardjones.com

Edward Jones - Financial Advisor: Johnson C Uwamanzu-Nna is a trusted financial institution located at 542 North Country Road in Saint James, New York.

Photo of Edward Jones - Financial Advisor: Johnson C Uwamanzu-Nna - Saint James, NY 11780, USA
Financial Service
Details
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7

Nearby cities:

Bohemia Commack Hauppauge Kings Park Melville Nesconset Northport Saint James Smithtown

People also searched for:

Health Insurance Companies in Smithtown Life Insurance Companies in Smithtown Financial Advisor in Smithtown Tax Advisor in Smithtown Financial Consulting in Smithtown Personal Loan in Smithtown Tax Consultant in Smithtown Tax Preparation Services in Smithtown

More Categories:

Cleaning Services in Smithtown Public Pools & Water Park in Smithtown Baby & Pregnancy Stores in Smithtown Vacation House Rentals in Smithtown Hospital in Smithtown Pawnshops in Smithtown Hotel & Motel & Hostel in Smithtown Manicure & Pedicure in Smithtown Clothing Store in Smithtown Flower Store & Florist in Smithtown Handyman Services in Smithtown Nightclub in Smithtown Cafe & Coffee Shop & Pub in Smithtown Notary & Lawyer in Smithtown Sport & School & Kindergarten in Smithtown Auto Parts in Smithtown Travel Agency in Smithtown Theater & Cinema in Smithtown Pizza & Sushi in Smithtown Household Appliances in Smithtown Building Materials in Smithtown Grocery Store in Smithtown Audit & Consulting in Smithtown Beauty Salon in Smithtown Restaurant in Smithtown Finance & Loans in Smithtown Pets in Smithtown Pharmacy in Smithtown Taxi & Freight Transport in Smithtown Furniture in Smithtown Jewelry in Smithtown Children's Entertainment in Smithtown Car Service in Smithtown Visa Support in Smithtown Dentistry in Smithtown Sporting Goods in Smithtown

List of local businesses, places and services in New York

⭐ business help 🔍 services ☎ phones 🕒 opening times 🗨 reviews 🌍 addresses, locations 📷 photos

© 2025 Guide.in.ua Privacy Policy