TOP 10 Financial management services providers in Stony Brook, New York

Edward Jones - Financial Advisor: Michael Christodoulou, ChFC®|AAMS™|CRPC™|CRPS™ is a reputable finance institution located at 97F Main Street in Stony Brook, New York, United States. Michael Christodoulou, a highly qualified and experienced financial advisor, offers a range of services to help clients achieve their financial goals. With certifications including ChFC®, AAMS™, CRPC™, and CRPS™, clients can trust in his expertise and professionalism. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Michael Christodoulou and Edward Jones are dedicated to providing personalized financial solutions tailored to your individual needs.

BizWorx Financial Inc is a leading accounting and finance institution located at 1352 Stony Brook Road in Stony Brook, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, budgeting, and consulting. We are committed to helping our clients achieve their financial goals and make informed decisions. Visit us today to see how we can help you manage your finances effectively.

Compass Asset Management Group is a leading finance institution located at 100 Stony Brook Court in Newburgh, New York, United States. With a team of experienced financial professionals, Compass Asset Management Group offers a wide range of investment and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, Compass Asset Management Group can provide personalized solutions to meet your needs. Trust in Compass Asset Management Group to guide you towards a secure financial future.

Compu Business & Tax Services Inc is a reputable accounting and finance institution located at 1365 Stony Brook Road in Stony Brook, New York, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, bookkeeping, and business consulting. Our goal is to provide personalized and efficient solutions to help our clients achieve their financial goals. Trust Compu Business & Tax Services Inc for all your accounting and finance needs.

Welcome to UpStart Business Solutions Inc., your trusted partner for affordable bookkeeping and accounting services. Located at 1352 Stony Brook Road in the heart of Stony Brook, New York, we are dedicated to helping businesses of all sizes manage their finances with ease and precision. Our team of experienced professionals offers a comprehensive range of services tailored to meet your unique needs, ensuring your financial records are accurate, up-to-date, and compliant with the latest regulations. At UpStart Business Solutions Inc., we understand the challenges that come with running a business, and we are here to alleviate the burden of financial management. Whether you need assistance with day-to-day bookkeeping, tax preparation, payroll services, or financial planning, we provide reliable and personalized solutions to help your business thrive. Our commitment to affordability means you can access top-notch accounting services without breaking the bank.

Welcome to Isoldi Bookkeeping Services, your trusted partner in accounting and finance solutions. Conveniently located at 2168 Nesconset Highway, Stony Brook, New York, our firm is dedicated to providing personalized and professional bookkeeping services to individuals and businesses in the local community. At Isoldi Bookkeeping Services, we understand that managing finances can be overwhelming and time-consuming. Our team of experienced accountants is here to alleviate that burden, offering a range of services tailored to meet your unique needs. From accurate bookkeeping and payroll processing to tax preparation and financial consulting, we ensure that your financial records are meticulously maintained and compliant with current regulations.

Welcome to the United States Postal Service located at 129 Main Street, Stony Brook, New York. As a cornerstone of the community, our facility serves as a vital hub for all your mailing and financial needs. Whether you're sending a package, purchasing postage, or managing your finances, our dedicated team is here to provide efficient and friendly service. As both a local government office and a post office, we offer a range of services including mail and package delivery, PO Box rentals, money orders, and more. Visit us for reliable and convenient solutions, ensuring your correspondence and transactions are handled with care and professionalism. We look forward to serving you!

William J Fore is a reputable institution specializing in accounting and finance services. Located at 21 Quaker Hill Road in Stony Brook, New York, United States, this institution offers expert financial advice and solutions to individuals and businesses. With a team of experienced professionals, William J Fore is dedicated to helping clients manage their finances effectively and achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, William J Fore is here to provide personalized and reliable services. Trust in William J Fore for all your accounting and finance needs.

Mill Creek Agency Inc is a reputable insurance agency located at 129a Main Street in Stony Brook, New York. With a commitment to providing top-notch insurance solutions and excellent customer service, our agency aims to protect individuals and businesses from unexpected financial losses. Whether you are looking for auto, home, life, or business insurance, our experienced agents are here to help you find the right coverage at competitive rates. Visit us today to secure your peace of mind and safeguard your future.

Located at 1212 North Country Road in Stony Brook, New York, the Desouza-Ahern Agency, Inc. is a trusted insurance agency offering a wide range of insurance products to meet all your needs. If you're unsure about how much life insurance you need for you and your family, they provide a free checklist to help you make the best decision. With a focus on providing hype-free advice on insurance, business, and Long Island life, the agency is dedicated to helping clients make informed decisions. Whether you're a first-time homebuyer or looking for car insurance quotes, the team at Desouza-Ahern Agency is available to provide expert guidance. Customers have praised Brian Ahern and his team for their helpfulness and recommend their services. Contact them at (631) 689-7770 for a quote and start protecting your future today.

Welcome to James Winter - State Farm Insurance Agent located at 312 Lake Avenue in Saint James, New York. Serving Smithtown, Nesconset, Stony Brook, Nassau and Suffolk Counties, as well as the 5 boroughs and the entire State of New York, James Winter and his team offer exceptional service and free insurance quotes on all lines of business. With over 15 years of insurance experience, they specialize in auto, homeowners, renters/condo, life, and personal liability umbrella insurance. They also work closely with small business owners, providing free quotes on commercial auto, fire insurance, worker's compensation, business liability, and commercial liability umbrella insurance. In addition, they offer insurance options for motorcycles, antique cars, boats, RVs, ATVs, jet-skis, snowmobiles, and even pet insurance through a partnership with Trupanion.

Theodore Gabig is a reputable doctor located at 1 Lauterbur Drive in Stony Brook, New York. Dr. Gabig specializes in providing comprehensive health services to patients in the area. With a focus on personalized care and innovative treatments, Theodore Gabig is dedicated to helping individuals achieve and maintain optimal health. Whether you are in need of a routine check-up or specialized medical treatment, Dr. Gabig and his team are committed to providing top-notch care in a comfortable and welcoming environment.

The Captiva Group is a finance institution located at 500 Stony Brook Court in Newburgh, New York, United States. They offer a flexible and customizable planning approach to help investors thrive and succeed. The institution provides insights from Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments. Please note that by visiting their website, you will be leaving the Wells Fargo Advisors website and entering a privately owned site that is not affiliated with Wells Fargo Advisors or its companies. It is recommended to review the third-party's policies and terms and conditions before proceeding.

Welcome to the practice of Dr. Michael Prodromou, MD, located at 5 Cuba Hill Road, Greenlawn, New York. As a double-board certified physician specializing in pulmonology and critical care, Dr. Prodromou has been proudly serving the community with the Mount Sinai Health System since 2018. Dr. Prodromou's journey in medicine began at the Stony Brook University School of Medicine, followed by a residency in Internal Medicine at Brown University. He further honed his expertise through fellowship training in Pulmonary and Critical Care at Brown, where he also contributed to academia as a teacher and researcher. His research, particularly in resuscitation for patients with sepsis and septic shock, has been published in reputable peer-reviewed journals.

Welcome to Kristen Berry Physical Therapy, where your path to recovery and optimal health begins. Conveniently located at 400 West Main Street, Babylon, New York, our practice is dedicated to providing exceptional care in the field of health and physiotherapy. With a team of highly qualified and passionate therapists, we specialize in outpatient orthopedics and sports medicine, offering personalized treatment plans to help restore your mobility and improve your quality of life. Our lead therapist, Dr. Kristen Berry, is a seasoned professional with a Doctorate of Physical Therapy from Stony Brook University. With over 13 years of experience in outpatient orthopedics and extensive expertise in pediatrics, Kristen is committed to delivering top-notch care through continuous education and advanced techniques, such as Kinesiotaping and the Graston Technique.

Welcome to Josephs Law Partners, LLP, your trusted legal advisors located in the heart of Stony Brook, New York. Situated at 1099 New York 25A, our firm is dedicated to providing exceptional legal services tailored to meet the diverse needs of our community. As a leading law practice, we specialize in a wide range of legal areas, ensuring that our clients receive comprehensive and personalized solutions. At Josephs Law Partners, LLP, we pride ourselves on our commitment to excellence and integrity. Our team of experienced attorneys is passionate about advocating for your rights and navigating the complexities of the legal system with professionalism and expertise. Whether you require assistance with family law, real estate transactions, estate planning, or business litigation, we are here to guide you every step of the way.

Welcome to Laura Blasberg Law, PLLC Located in the heart of Stony Brook, New York, Laura Blasberg Law, PLLC offers expert legal and financial services tailored to meet your unique needs. Situated at 29 Woodfield Road, our firm is dedicated to providing comprehensive solutions in the realms of accounting, finance, and law.

Welcome to the Port Jefferson Station/Terryville Chamber of Commerce, your vibrant community hub located in Port Jefferson Station, New York. Our mission is to serve as a catalyst for economic growth by supporting local businesses and enhancing community life through advocacy, education, and active participation. We are proud to host a variety of engaging events and initiatives, such as our upcoming fundraiser for breast cancer research—a delightful evening featuring delicious cuisine, Bollywood music, dancing, and exciting raffles. Join us on September 7th from 7 PM to midnight for a memorable night of fun and philanthropy.

Welcome to James P King Associates, your trusted partner in accounting and finance solutions. Conveniently located at 1239 North Country Road, Stony Brook, New York, we are proud to serve our community with a commitment to excellence and personalized service. Our team of experienced professionals offers a comprehensive range of services tailored to meet the unique needs of both individuals and businesses. Whether you need assistance with tax preparation, financial planning, bookkeeping, or business consulting, we are here to provide expert guidance and support. At James P King Associates, we prioritize your financial well-being and strive to help you achieve your goals with integrity and precision. Visit us today to discover how we can help you navigate the complexities of the financial world with confidence.

Welcome to Zombek Ellen J CPA, your trusted partner in accounting and finance located in the heart of Stony Brook, New York. Situated at 3 Brookview Court, our firm is dedicated to providing personalized and professional financial services to individuals and businesses alike. With years of experience and a commitment to excellence, Ellen J. Zombek, CPA, offers a comprehensive range of services including tax preparation, bookkeeping, financial planning, and business consulting. Our goal is to help you achieve financial clarity and success by offering tailored solutions that meet your unique needs. At Zombek Ellen J CPA, we pride ourselves on our attention to detail, integrity, and client-focused approach. Visit us today and let us guide you on your financial journey with expertise and care.

Welcome to Ferri & Co, your trusted partner in accounting and finance solutions, conveniently located at 234 Hallock Road, Stony Brook, New York. With a commitment to excellence and a personalized approach, Ferri & Co specializes in providing comprehensive financial services tailored to meet the unique needs of individuals and businesses in our community. Our team of experienced professionals is dedicated to helping you navigate the complexities of accounting and finance with ease and confidence. Whether you're looking for tax planning, bookkeeping, or financial consulting, Ferri & Co is here to support your financial success. Visit us today and discover how we can help you achieve your financial goals with precision and integrity.

Welcome to Webster Bank, your trusted financial partner located conveniently at New York 25A, Stony Brook, New York 11790. As a leading banking institution, we are committed to providing our community with exceptional financial services tailored to meet your unique needs. Whether you're looking to open a personal account, secure a loan, or manage your investments, our team of experienced professionals is here to guide you every step of the way. At Webster Bank, we pride ourselves on our personalized approach, ensuring that every client receives the attention and support they deserve. Visit us today and discover how we can help you achieve your financial goals with confidence and ease.

Welcome to USAA, your trusted financial partner conveniently located at 225 Circle Road, Stony Brook, New York 11790. Specializing in a wide range of financial services, USAA is committed to providing exceptional support tailored to meet your financial needs. Whether you're looking to access cash quickly through our ATM services or seeking comprehensive financial solutions, our team is dedicated to ensuring a seamless and efficient experience. Visit us today to discover how USAA can help you achieve your financial goals with confidence and ease.

Welcome to Island Federal Credit Union, your trusted partner for financial services conveniently located at 101 Nicolls Road, Stony Brook, New York 11794. As a member-focused financial institution, we are committed to providing exceptional service and a wide range of financial solutions to meet your needs. Whether you're looking to manage your finances, save for the future, or access funds through our ATMs, Island Federal Credit Union is here to help. Our team of dedicated professionals is ready to assist you with personalized advice and innovative products tailored to your financial goals. Visit us today and experience the difference of community-centered banking at Island Federal Credit Union.

Welcome to Teachers Federal Credit Union, located at 1113 North Country Road, Stony Brook, New York. As a trusted financial institution, we are dedicated to helping you achieve your financial goals with some of the industry’s best savings solutions. Our Smart Checking account allows you to earn 16 times the national average, ensuring your money works harder for you. At Teachers, we offer competitive credit card rates designed with your needs in mind. Whether you're purchasing a new home or tapping into your equity, we provide tailored financial solutions to meet your requirements. Our commitment to the community is unwavering, as we actively share our time and resources with non-profit organizations that support education, research, health and human services, and economic development. We take pride in making a positive impact through charitable giving, partnerships, and scholarships.

Welcome to MONEYPASS ATM, your convenient and reliable financial partner located at 105 Main Street, Stony Brook, New York. Situated in the heart of the community, our ATM offers easy access to your funds with a seamless banking experience. Whether you need to withdraw cash, check your account balance, or perform other essential transactions, MONEYPASS ATM provides efficient and secure services to meet your financial needs. As a proud member of the Stony Brook community, we are committed to offering 24/7 accessibility, ensuring you have the financial flexibility you need, whenever you need it. Visit us today and experience the convenience and reliability of MONEYPASS ATM.

Welcome to Glennon Insurance, your trusted insurance agency located in the heart of Stony Brook, New York. Situated at 1212 New York 25A, our dedicated team is committed to providing comprehensive insurance solutions tailored to meet your unique needs. With years of industry experience, we specialize in offering a wide range of insurance products, including auto, home, life, and business insurance. Our mission is to ensure that you receive personalized service and expert advice to safeguard your assets and secure your future. At Glennon Insurance, we pride ourselves on our attention to detail and our ability to build lasting relationships with our clients. Visit us today to discover how we can help protect what matters most to you.

Welcome to The Insurance Soup, your trusted partner in the insurance industry, conveniently located at 55 Hopewell Drive, Stony Brook, New York 11790. As a leading insurance agency, we specialize in helping agencies grow by providing the best solutions, consultants, technology, trainers, and opportunities available. At The Insurance Soup, we believe in a unique approach that blends education with entertainment, ensuring our clients not only gain valuable insights but also enjoy the process. Be prepared for an atmosphere filled with laughter and occasional spirited discussions!

Welcome to the Citibank ATM located at 1320-48 Stony Brook Road, Stony Brook, New York 11790. Conveniently situated for all your financial needs, our ATM offers a wide range of services designed to make your banking experience quick and efficient. Whether you need to withdraw cash, check your account balance, or perform other essential banking transactions, our ATM is available to assist you 24/7. As part of Citibank's commitment to providing exceptional service, this location ensures secure and user-friendly access to your finances. Visit us today and experience the convenience of Citibank's reliable financial solutions right in the heart of Stony Brook.

Welcome to ATM at Stony Brook! Conveniently located at 2460 Nesconset Highway, Stony Brook, New York 11790, our ATM provides quick and easy access to your financial needs. Whether you're withdrawing cash, checking your account balance, or managing your finances on the go, our state-of-the-art machine ensures a seamless and secure experience. Situated in the heart of Stony Brook, our location is easily accessible, making it a perfect stop for both locals and visitors. Experience hassle-free banking at our ATM and enjoy the convenience of accessing your funds whenever you need them. Visit us today and see why we are the preferred choice for financial services in the area.