TOP 30 Financial planning and investment advice in Farmingville, New York

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Welcome to Juleigha Schmidt - State Farm Insurance Agent, located at 1820 Middle Country Road, Centereach, NY 11720. As your dedicated State Farm agent, I am proud to serve Centereach and surrounding areas such as Selden, Farmingville, Lake Grove, Nesconset, and Lake Ronkonkoma. With deep roots in Suffolk County as a lifelong resident, homeowner, and business owner, I understand the importance of safeguarding what matters most to you. Our experienced team is committed to providing comprehensive insurance solutions, including Auto, Homeowners, Renters/Condo, Disability Insurance, and more. We focus not only on ensuring you have the right policies but also on helping you understand the significance of your coverage and how it benefits your family.

Welcome to Webster Bank, your trusted partner in banking and financial services located conveniently at 696 Horseblock Road, Farmingville, New York. At Webster Bank, we are committed to providing exceptional financial solutions tailored to meet the diverse needs of our community. Whether you're looking for personal banking, business banking, or wealth management services, our experienced team is here to help you achieve your financial goals. We pride ourselves on delivering personalized service with a focus on building long-lasting relationships. Visit us today to experience the Webster Bank difference and discover how we can support your financial journey.

Welcome to the Bank of New York Mellon, conveniently located at 2430 North Ocean Avenue in Farmingville, New York. As a leading financial institution, we are committed to providing exceptional banking and financial services to our community. Whether you're looking to manage your personal finances, explore investment opportunities, or simply need access to a reliable ATM, our team is here to assist you with all your banking needs. Experience the trusted expertise and personalized service that have made Bank of New York Mellon a cornerstone in the world of finance. Visit us today and let us help you achieve your financial goals with confidence and ease.

Welcome to Mutual Inc., your trusted partner in achieving the financial future you envision. Conveniently located at 2410 North Ocean Avenue, Farmingville, New York, we specialize in providing tailored financial solutions to help you and your family navigate your retirement journey with confidence. At Mutual Inc., we understand that the first step in planning for retirement is identifying your income needs. Our comprehensive services include insights into asset allocation and diversification, designed to enhance your investment outcomes. Explore our MemberMinds video series to gain valuable knowledge about these critical financial strategies.

Welcome to Steve Klinzing - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Patchogue, New York. Conveniently located at 288 Waverly Avenue, just south of Sunrise Highway at the intersection of Waverly and Roe, our office is easily accessible and right across from 7-Eleven. At Steve Klinzing State Farm Agency, we pride ourselves on delivering outstanding customer service and personalized insurance plans to meet your unique needs. Our multilingual team, fluent in English, Spanish, and French, is dedicated to providing you with a seamless experience, whether you're looking for Auto, Homeowners, Life, Renters, or Condo Insurance. We also offer specialized coverage such as Personal Articles Policy, Personal Liability Umbrella Policy, and Business Insurance to help you grow your business in Holbrook and beyond.