TOP 30 Financial planning advisors in Miller Place, New York

9 results found

First Standard Financial is a reputable finance institution located in Miller Place, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, First Standard Financial is a trusted partner for all your financial needs.

Howard S Cohen PC, CPA is a trusted institution offering top-notch tax preparation and accounting services in Miller Place, New York. With years of experience in the field of accounting and finance, Howard S Cohen PC, CPA provides expert guidance and support to individuals and businesses in managing their finances efficiently. Located on Route 25A, this institution is known for its professionalism, accuracy, and dedication to helping clients navigate the complex world of taxes and accounting. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Howard S Cohen PC, CPA is the go-to choice for all your accounting needs.

H&R Block is a trusted accounting and finance institution located at 465 Route 25A in Miller Place, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and reliable solutions. Visit their office in Miller Place today to learn more about how they can help you achieve your financial goals.

Kevin McGrane Tax Service is a trusted accounting and finance institution located at 465 Route 25A in Miller Place, New York. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Kevin McGrane Tax Service for all your financial needs.

John Sheren: Allstate Insurance is a trusted insurance agency located at 691 Route 25A in Miller Place, New York. With a commitment to providing exceptional customer service and personalized insurance solutions, they offer a wide range of insurance products including auto, home, life, and business insurance. Their team of experienced agents are dedicated to helping clients find the right coverage to protect what matters most to them. Whether you're looking for basic coverage or more comprehensive insurance options, John Sheren: Allstate Insurance is here to help. Contact them today to learn more about how they can assist you with your insurance needs.

Laura San Nicolas - State Farm Insurance Agent is a trusted insurance agency located at 745 Route 25A, Miller Place, New York, United States. Our team goes above and beyond to provide more than just car and home insurance. We are here to help you navigate life's biggest milestones and challenges, whether it's protecting your belongings, planning for future events, or managing your finances. Located in the same shopping center as Ralph's Ices on 25A, we are conveniently accessible to our clients. Our dedicated team is committed to helping you achieve your lifetime goals and dreams. From buying your first home to planning for retirement, we are here to support you every step of the way. As proud residents of the North Shore, we love serving our neighbors in Long Island and helping them protect what matters most.

Suffolk Credit Union is a trusted financial institution located at 691 Route 25A in Miller Place, New York, United States. As a full-service credit union, we offer a range of banking and financial services to our members, including ATMs for convenient access to funds. Our dedicated team is committed to providing personalized service and helping our members achieve their financial goals. Join us today and experience the benefits of being a part of the Suffolk Credit Union community.

Melissa A Daley Insurance Agency is a reputable insurance agency located at 85 Echo Avenue in Miller Place, New York. Specializing in providing personalized insurance solutions to individuals and businesses, we offer a wide range of coverage options to meet our clients' needs. With a commitment to excellent customer service and a team of experienced professionals, we strive to ensure that our clients are well-protected and have peace of mind. Contact us today to learn more about how we can assist you with your insurance needs.

Welcome to Sound Risk Management Corp., your trusted partner in navigating the complex world of insurance. Located at 428 New York 25A, Miller Place, New York 11764, we specialize in providing comprehensive insurance solutions tailored to protect your most valuable assets. Our team of dedicated professionals becomes an integral part of your team, offering expert advice and customized insurance plans that ensure peace of mind. Our extensive range of services includes General Liability, Commercial Property, Workers Compensation, Umbrella/Excess, Commercial Auto, Contractors Liability, Employment Practices, Directors and Officers, Cyber Liability, Builders Risk, Bonds, and more. Whether you're a General Contractor, Sub-Contractor, Home Remodeler, Tradesman, or a property owner, we help you manage the significant liabilities and financial risks associated with your industry, particularly in the challenging New York construction market.