The 30 Best Financial institution expertise in Hauppauge, New York

32 results found

Fortress Financial is a leading finance institution specializing in 401K rollovers, 403B rollovers, and IRA rollovers. Located at 200 Motor Parkway in Hauppauge, New York, United States, our team of specialists are dedicated to helping individuals navigate the complexities of retirement planning and investment management. With a focus on personalized service and expert advice, we strive to help our clients achieve their financial goals and secure a stable future. Trust Fortress Financial for all your rollover needs and let us guide you towards a secure and prosperous retirement.

Allstate Financial Services - Thomas Kostulas is a reputable finance and insurance agency located in Hauppauge, New York, United States. With a strong focus on providing personalized financial solutions and insurance options, this institution is dedicated to helping individuals and families secure their financial future. Led by experienced professionals like Thomas Kostulas, clients can expect top-notch service and expert advice on a wide range of financial products. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Allstate Financial Services has the expertise to meet your needs and exceed your expectations.

Amanda Exler is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 1600 Express Drive South, Hauppauge, New York, United States. As a finance institution, Ameriprise offers personalized financial planning and investment services to help clients reach their financial goals. Amanda Exler specializes in various areas of focus within the finance industry and has the expertise to assist clients in achieving their financial objectives. Clients can review Amanda Exler's background, credentials, and experience to ensure they are the right fit for their financial needs.

Patrick O'Leary - Morgan Stanley Financial Advisor is a reputable finance institution located at 888 Veterans Memorial Highway in Hauppauge, New York, United States. With a focus on providing expert financial advice and personalized investment strategies, Patrick O'Leary and his team at Morgan Stanley are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, grow your wealth, or protect your assets, Patrick O'Leary - Morgan Stanley Financial Advisor offers comprehensive financial services to meet your needs. Trust in their expertise and experience to guide you towards a secure financial future.

Najala Langlois - Financial Advisor at Ameriprise Financial Services, LLC, located at 800 Veterans Memorial Highway in Hauppauge, New York, offers expert financial advice and services. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise of Najala Langlois. The institution provides a complimentary initial consultation for individuals looking to secure a more confident financial future. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser, ensuring that clients receive top-notch guidance. Securities are offered by Ameriprise Financial Services, LLC, a member of both FINRA and SIPC. Residents of specific states can benefit from Najala Langlois' securities business, as listed on FINRA's BrokerCheck website. By referring friends or family members to Ameriprise Financial Services, individuals can help their loved ones achieve their financial goals with the assurance of expert advice and support. With a focus on privacy and security, Ameriprise Financial Services, LLC ensures that clients' information is protected. Contact Najala Langlois for a consultation to discuss your financial priorities and goals.

Welcome to the official website of Rob Piscatelli, Branch Manager at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York. Specializing in comprehensive financial planning and advisory services, Rob Piscatelli and his team are committed to helping you achieve your financial goals through personalized strategies and expert guidance. At Ameriprise Financial, we understand the importance of aligning financial plans with your unique goals and values. Each advisor brings a wealth of experience and specialized knowledge to the table. Whether you're planning for retirement, managing investments, or seeking advice on estate planning, our team is equipped with the credentials and expertise to guide you every step of the way.

Welcome to Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC Located at 800 Veterans Memorial Highway in Hauppauge, New York, Mark Peterson is your trusted partner in navigating the complexities of financial planning. As a dedicated financial advisor, Mark offers personalized services tailored to meet the unique financial needs of individuals, retirees, and small business owners in the community.

Professional Risk Planners, Inc. is a reputable insurance agency located at 670 Old Willets Path in Hauppauge, New York, United States. With a team of experienced professionals, they specialize in providing comprehensive risk management solutions to individuals and businesses. Whether you are looking for personal insurance coverage or commercial insurance policies, Professional Risk Planners, Inc. offers a wide range of options tailored to meet your specific needs. Trust in their expertise to protect what matters most to you.

Chih-Shan Jason Chen, MD, PhD, FAAD - MSK Mohs Surgeon is a premier institution located at 800 Veterans Memorial Highway, Hauppauge, New York, United States. Specializing in dermatologic surgery for skin cancers such as basal cell carcinoma, squamous cell carcinoma, and early-stage melanoma, Dr. Chen leads a team of skilled professionals at MSK Skin Cancer Center Hauppaugue. With a focus on compassionate and comprehensive care, the institution offers high-quality skin cancer treatments, including Mohs surgery for nonmelanoma skin cancers. Dr. Chen's expertise in advanced technologies like reflectance confocal microscopy and optical coherence tomography sets him apart in the field of dermatology. The institution operates Monday through Friday, providing expert care and support to patients in need. Collaborating with leading healthcare providers and offering financial assistance programs, MSK ensures that every patient receives the best possible care. With a commitment to research and education, MSK remains a world leader in cancer treatment and care.

Anthony M. La Pinta, Esq. is a renowned institution located at 200 Vanderbilt Motor Parkway in Hauppauge, New York. With over 28 years of experience, Mr. La Pinta specializes in federal and state criminal defense, civil rights, and personal injury cases. His impressive track record includes achieving the prestigious "Preeminent-AV" rating by Martindale-Hubbell and being selected as a "Super Lawyer" for seven consecutive years. Mr. La Pinta has successfully defended high-profile clients such as law enforcement officials, financiers, politicians, attorneys, and physicians. He is known for his expertise in handling white collar, non-violent, and violent crime cases at both the trial and appellate levels. Additionally, he represents plaintiffs in civil rights and personal injury matters, securing notable trial verdicts and settlements in the New York metropolitan region. As an adjunct professor at Touro Law School and a respected lecturer for various bar associations, Mr. La Pinta is highly regarded in the legal community. He is also actively involved in professional organizations and has served in leadership roles within the legal community.

Montefusco | Pammer Attorneys at Law is a reputable legal institution located at 2150 Joshuas Path in Hauppauge, New York, United States. Specializing in family law, the experienced legal team at Montefusco Law Group has been assisting clients in Suffolk County and Nassau County for over 20 years. Whether you are facing a divorce, child custody issues, or need help with property division, their knowledgeable lawyers can guide you through the legal process with compassion and aggression when necessary. Client testimonials attest to the firm's dedication and effectiveness in handling various family law cases. With a focus on understanding your goals and providing personalized legal solutions, Montefusco Law Group is committed to protecting your family's future. Schedule a free initial consultation today to discuss your case and learn how their expertise can benefit you. Contact them at (631) 801-0007 or visit their website to get in touch online. Trust Montefusco Law Group to be the divorce lawyers Suffolk County families rely on.

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. With a focus on helping individuals achieve their financial goals through a disciplined approach, the team at Diversified Private Wealth Advisors is dedicated to providing expert advice and guidance. They believe in planting seeds for the future and tending to their clients' financial needs with care and expertise. Securities are offered through Lebenthal Financial Services, Member FINRA/SIPC, and investment advisory services are offered through Lebenthal Global Advisors, LLC. The institution values transparency and integrity, ensuring that clients receive the best possible service tailored to their individual circumstances and goals.

COMPLIANCE EXCHANGE GROUP is a finance institution located at 150 Motor Parkway in Hauppauge, New York, United States. Specializing in compliance services for financial institutions, they offer expert guidance and support to ensure regulatory compliance and risk management. With a team of experienced professionals, COMPLIANCE EXCHANGE GROUP helps clients navigate complex regulatory environments and stay ahead of industry standards. Their tailored solutions and strategic approach make them a trusted partner for financial institutions looking to enhance their compliance practices.

Weisman & Co., CPA's is a reputable accounting and finance institution located at 410 Motor Parkway in Hauppauge, New York, United States. With years of experience and expertise in the field, their team of certified public accountants provides a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust Weisman & Co., CPA's for accurate and reliable financial guidance to help them achieve their business and personal financial goals.

Brian Batter is a reputable finance institution located at 1300 Veterans Memorial Highway in Hauppauge, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help. Trust Brian Batter for all your financial needs.

Richard F. Milella is a prestigious financial institution located at 1393 Veterans Memorial Highway in Hauppauge, New York. With a strong reputation for excellence in the finance industry, Richard F. Milella offers a wide range of financial services to individuals and businesses. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Richard F. Milella is committed to delivering top-notch service and expertise. Visit their office in Hauppauge to learn more about how they can help you secure your financial future.

Jeffrey J. Quinn - Wilmington Advisors @ M&T is a finance institution located at 100 Motor Parkway in Hauppauge, New York, United States. With a team of experienced financial advisors, they offer a wide range of services to help clients manage their wealth and achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, the professionals at Jeffrey J. Quinn - Wilmington Advisors @ M&T are dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and let them help you secure a prosperous financial future.

Suffolk Group LLC is a finance institution located at 150 Motor Parkway in Hauppauge, New York, United States. With a focus on providing expert financial services, Suffolk Group LLC offers a wide range of solutions to help individuals and businesses manage their finances effectively. Whether you're looking for investment advice, wealth management, or assistance with financial planning, Suffolk Group LLC has the expertise and experience to meet your needs. Visit us today to see how we can help you achieve your financial goals.

Jesse Whitsit - Morgan Stanley is a leading finance institution located at 888 Veterans Memorial Highway in Hauppauge, New York, United States. With a strong reputation for providing top-notch financial services, Jesse Whitsit - Morgan Stanley offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The experienced team at this institution is dedicated to providing personalized advice and guidance tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Jesse Whitsit - Morgan Stanley is committed to helping you succeed.

BSB Accountants & Advisors is a leading accounting and finance institution located at 201 Moreland Road, Hauppauge, New York, United States. We specialize in helping small business owners gain a clear understanding of their financial state and make informed decisions for sustainable growth. As members of the AICPA, we offer expertise in New York tax law and work with clients ranging from individuals to fortune 50 companies. Our team at BSB goes above and beyond to communicate clearly, often, and be easily accessible to our clients. We value long-term relationships and serve as trusted advisors, not just accountants. From daily accounting and bookkeeping services to tax problem resolution, we provide strategic guidance on operational best practices, employee retention, marketing, and more.

Paul E. Bellini, CPA, MS (Taxaccounting Resources, LLC) is a reputable accounting and finance institution located at 521 Hauppauge Road in Hauppauge, New York. With a focus on providing top-notch tax and accounting services, this institution is led by the knowledgeable and experienced Paul E. Bellini, who holds a Master of Science in Taxation. Clients can trust in the expertise and professionalism of the team at Taxaccounting Resources, LLC for all their financial needs.

William Carpenter CPA is a reputable accounting and finance institution located at 111 Smithtown Bypass in Hauppauge, New York, United States. With years of experience and expertise in the field, William Carpenter CPA offers a wide range of services including tax preparation, financial planning, auditing, and consulting. The team of professionals at this institution is dedicated to providing high-quality, personalized services to meet the unique needs of each client. Whether you are an individual or a business owner, you can trust William Carpenter CPA to help you navigate the complexities of accounting and finance with ease and confidence.

Seader Fitzgerald PLLC is a reputable accounting and finance institution located at 800 Veterans Memorial Highway in Hauppauge, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Seader Fitzgerald PLLC is committed to providing top-notch expertise and personalized solutions to help clients achieve their financial goals.

Diane J. DiMartino CPA is a reputable accounting and finance institution located at 111 Smithtown Bypass, Hauppauge, New York, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, financial planning, auditing, and consulting. The team of certified public accountants at Diane J. DiMartino CPA is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax compliance or strategic financial planning, you can trust Diane J. DiMartino CPA to deliver professional and reliable services.

Silberling & Silberling is a reputable institution offering a wide range of professional services in the fields of accounting, finance, and law. Located at 300 Rabro Drive in Hauppauge, New York, United States, this institution is known for its expertise and dedication to providing top-notch services to its clients. Whether you are in need of financial advice, legal representation, or accounting services, Silberling & Silberling is the go-to institution for all your needs. With a team of experienced professionals, you can trust that your financial and legal matters are in good hands at Silberling & Silberling.

Lighthouse Mortgage Corporation is a trusted finance institution located at 527 Townline Road in Hauppauge, New York, United States. Specializing in mortgage services, Lighthouse Mortgage Corporation is dedicated to helping individuals and families achieve their dream of homeownership. With a team of experienced professionals, they provide personalized solutions and guidance to navigate the complexities of the mortgage process. Whether you are a first-time homebuyer or looking to refinance, Lighthouse Mortgage Corporation is committed to providing exceptional service and support every step of the way.

Welcome to Reynolds, Caronia, Gianelli & La Pinta, P.C., a premier law firm located at 200 Vanderbilt Motor Parkway, Suite C-17, Hauppauge, New York. With over 28 years of dedicated service in federal and state criminal defense, civil rights, and personal injury law, our firm is led by the esteemed Anthony La Pinta, a highly respected attorney recognized for his expertise and commitment to justice. Anthony La Pinta holds the prestigious “Preeminent-AV” rating by Martindale-Hubbell and has been featured in the New York Metro Edition of “Super Lawyers Magazine” for seven consecutive years (2014-2020). His impressive career includes defending high-profile cases that have garnered national media attention, representing a diverse clientele that includes law enforcement officials, financiers, politicians, attorneys, and physicians. Mr. La Pinta excels in handling white-collar, non-violent, and violent crime cases, achieving trial acquittals, sentencing mitigation, and post-judgment relief.

Welcome to Bank Vault Services Equipment Ltd, your trusted partner in advanced financial solutions. Conveniently located at 1383 Veterans Memorial Highway in Hauppauge, New York, we specialize in providing top-notch services and equipment tailored to meet the demanding needs of the banking and finance sector. At Bank Vault Services Equipment Ltd, we understand the critical importance of security and efficiency in financial operations. Our expertise spans a wide range of services, including ATM deployment and maintenance, bank vault installations, and comprehensive financial equipment solutions. Whether you're a small community bank or a large financial institution, our team is dedicated to delivering exceptional service and state-of-the-art products that ensure seamless and secure transactions.

Welcome to Webster Bank, your trusted partner in banking and finance located at 845 Wheeler Road, Hauppauge, New York. As a leading financial institution, we are committed to providing exceptional service and personalized solutions to meet all your banking needs. Whether you're looking to open a new account, secure a loan, or plan for your financial future, our experienced team is here to guide you every step of the way. At Webster Bank, we prioritize your financial well-being, offering a wide range of products and services designed to help you achieve your goals. Visit us today and experience the difference of a bank that puts you first.

Welcome to White Shores Capital, your trusted partner in financial success, located at 390 Rabro Drive, Hauppauge, New York. As a premier financial services firm, we specialize in providing tailored financial solutions to meet the unique needs of individuals, businesses, and institutions. Our team of experienced professionals is dedicated to delivering exceptional service, insightful advice, and innovative strategies to help you achieve your financial goals. Whether you are seeking investment management, financial planning, or corporate finance solutions, White Shores Capital is committed to guiding you through every step of your financial journey with integrity and expertise. Discover the peace of mind that comes with partnering with a team that prioritizes your financial well-being. Visit us today and take the first step towards a prosperous future.