Financial advisory expertise in New York, NY
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Charles Schwab
● OpenWelcome to Charles Schwab, your trusted partner in navigating the world of finance, conveniently located at 16 Hill Street, Southampton, New York. At Charles Schwab, we are committed to providing personalized financial solutions tailored to meet your unique needs and goals. Our team of experienced professionals is dedicated to helping you achieve financial success through a comprehensive range of services, including investment management, retirement planning, and wealth advisory. Whether you're an individual investor seeking guidance or a business owner looking for strategic financial advice, we are here to support you every step of the way. Our client-centric approach ensures that you receive the attention and expertise necessary to make informed decisions and secure your financial future.
16 Hill Street, Southampton, New York 11968, United States -
ATM (Bethpage)
● OpenWelcome to ATM (Bethpage) located at 111 Main Street, Southampton, New York 11968. As a leading financial services provider, we are committed to helping you achieve your financial goals with a suite of products tailored to meet your needs. Whether you're looking to save, invest, or manage your finances, we offer competitive rates and expert guidance. Exclusive Offers: - 9-Month Certificate: Earn a remarkable 5.40% APY with a minimum balance of just $50. Enjoy the benefits of saving with high returns, though be mindful of early withdrawal penalties which may affect your earnings.
111 Main Street, Southampton, New York 11968, United States -
Covell / DiConza / Newman Group
● OpenWelcome to Covell / DiConza / Newman Group, a premier financial advisory firm located in the heart of Hampton Bays, New York. Situated at 223 West Montauk Highway, we are proud to be one of the top RBC Wealth Management teams in New York City, recognized for our excellence in managing significant Assets Under Management. Our mission is to provide you with personalized wealth management solutions tailored to every stage of your life. We focus on preserving and enhancing your wealth through our expertise, strong relationships, and world-class capabilities. We are honored to be featured on the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to our commitment to serving you with distinction.
223 West Montauk Highway, Hampton Bays, New York 11946, United States -
ATM (Bethpage)
● OpenWelcome to ATM (Bethpage) located at 311 Main Street, Center Moriches, New York 11934, where your financial needs are our top priority. As a trusted financial institution, we offer a range of services designed to help you manage and grow your wealth effectively. Exclusive Offers: - 9-Month Certificate: Earn a competitive 5.40% APY with a low minimum balance of $50. This is a great opportunity for those looking to maximize their savings over a short term. Please note that early withdrawal penalties may apply.
311 Main Street, Center Moriches, New York 11934, 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 -
Mills Retail Real Estate
● OpenWelcome to Mills Retail Real Estate, your premier real estate agency located at 42 Wilshire Drive, Chestnut Ridge, New York. With over two decades of experience, we specialize in exceptional property development and management, earning a reputation as one of the leading firms in the area. Our comprehensive services include property location, financial analysis, ground-up construction management, leasing, and resale properties. We pride ourselves on delivering an average 15% return on investment for our clients. At Mills Retail Real Estate, we manage every aspect of your project, from the initial design to construction and final delivery. Our strategic alliances with investors, architects, structural engineers, contractors, and specialized tradespeople ensure seamless project completion. Our expert third-party management and leasing services focus on creating value through hands-on supervision and strategic planning. By analyzing market trends, we position your property effectively and develop custom marketing, leasing, and management strategies to maximize its value. We also offer asset renovation, development advisory services, and expertise in property repositioning and lease-up campaigns.
42 Wilshire Drive, Chestnut Ridge, New York 10977, United States
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