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

12 results found

Shirley Salazar, Financial Professional at New York Life, located at 120 Broadway in New York, offers a range of financial and insurance services. They provide permanent policies with guaranteed benefits and cash value growth, long-term coverage customizable to your needs and budget, and investment options to help you plan for the future. Their services include income replacement, investments for education expenses, estate planning, and insurance for employees and small businesses. They strive to support their clients through all stages of life, providing personalized strategies and guidance. With a focus on community and charitable giving, Shirley Salazar aims to help clients protect their families and achieve their financial goals. Contact Shirley Salazar for expert advice on securing your financial future.

Welcome to the Bank of America Financial Center, conveniently located at 1017 Montauk Highway, Shirley, New York 11967. As a leading financial institution, we are committed to providing our customers with a comprehensive range of banking and financial services. Whether you're looking to open a new account, apply for a mortgage, or seek investment advice, our team of experienced professionals is here to assist you with all your financial needs. At our Shirley location, we offer a variety of services including personal and business banking, credit and loan solutions, wealth management, and more. Our state-of-the-art facility ensures a comfortable and secure environment for all your banking transactions. We pride ourselves on delivering exceptional customer service and personalized financial solutions to help you achieve your financial goals.

Welcome to Shirley Cruickshank Agency, your trusted partner in financial and insurance solutions, conveniently located at 871 Connetquot Avenue, Islip Terrace, New York 11752. With a solid commitment to serving the Islip Terrace community and beyond, we specialize in providing personalized financial advice and comprehensive insurance coverage tailored to meet your unique needs. At Shirley Cruickshank Agency, we understand that navigating the world of finance and insurance can be complex. That's why our team of experienced professionals is dedicated to offering clear, expert guidance to help you make informed decisions. Whether you're looking for life, health, auto, or home insurance, or need assistance with retirement planning, investments, or wealth management, we've got you covered.

Welcome to USAA, your trusted financial partner conveniently located at 863 Montauk Highway, Shirley, New York. Specializing in ATM and financial services, we are dedicated to providing our community with secure, reliable, and efficient solutions for all your banking needs. Whether you're looking to withdraw cash, check your account balance, or manage your finances, our state-of-the-art ATM services are available to you 24/7. At USAA, we prioritize your financial well-being and strive to offer exceptional service tailored to your unique needs. Visit us today and experience the difference in personalized financial care.

Welcome to Capital One Bank, your trusted partner in financial services located at 800 Montauk Highway, Shirley, New York 11967. As a leading bank and financial institution, we are committed to providing exceptional banking solutions to meet your diverse needs. Whether you're looking for personal banking, business services, or convenient ATM access, our dedicated team is here to assist you every step of the way. Experience seamless banking with our comprehensive range of services, including savings accounts, loans, credit cards, and more. Visit us today and discover why Capital One Bank is the preferred choice for individuals and businesses in Shirley and beyond. Your financial success is our priority.

Welcome to USAA, your trusted financial partner conveniently located at 600 Montauk Highway in Shirley, New York. As a leading provider of financial services, we are dedicated to meeting the diverse needs of our community. Our state-of-the-art ATM offers a wide range of services designed to enhance your banking experience, ensuring you have easy and secure access to your finances whenever you need it. At USAA, we prioritize customer satisfaction and financial well-being. Whether you're withdrawing cash, checking your account balance, or managing your transactions, our user-friendly ATM is available to assist you 24/7. We are committed to providing reliable and efficient financial solutions tailored to your lifestyle.

Welcome to Dime Community Bank, your trusted partner in financial services located at 630 Montauk Highway, Shirley, New York. As a leading name in banking and finance, we are committed to providing our community with a comprehensive range of services designed to meet your financial needs. Whether you're looking to open a new account, secure a loan, or simply access our convenient ATM services, our dedicated team is here to assist you every step of the way. At Dime Community Bank, we prioritize customer satisfaction, offering personalized solutions and expert advice to help you achieve your financial goals. Visit us today and experience the difference of a community-focused bank that puts you first.

Welcome to TD Bank, conveniently located at 530 William Floyd Parkway in Shirley, New York. As your local partner in banking, finance, and wealth management, we offer a comprehensive range of services tailored to meet your financial needs. Our dedicated Relationship Managers and team of wealth professionals are here to provide expert advice on private banking, credit, investment, and financial planning. Whether you're looking to prequalify for a mortgage, buy a home, build, renovate, or refinance, our local mortgage loan officers are ready to guide you through the process. At TD Bank, we pride ourselves on our flexible "human hours," allowing you to visit us early, late, or on weekends. Stop by for everything from instant debit cards and new savings accounts to lollipops and dog biscuits for your furry friends.

Welcome to Greg Mehrhoff - State Farm Insurance Agent, your trusted local insurance agency located at 10 Station Court, Bellport, NY 11713, nestled conveniently between Chase Bank and the Bellport Public Library and Post Office. With over a decade of dedicated service to the Long Island community, Greg Mehrhoff and his wife, Jillian, are committed to understanding and fulfilling your unique insurance needs. As a family-run business, we offer a wide range of coverage options including Auto, Homeowners, Life Insurance, and more, all aimed at helping you and your family build wealth and secure a prosperous future. Greg, a Chartered Financial Consultant (ChFC) and lifelong Long Islander, brings a deep connection to the community, enriched by his passion for family, outdoor activities, and community service. Actively engaged in supporting local charities and organizations, Greg strives to make a positive impact throughout the region. If you’re affiliated with a non-profit organization, feel free to inquire about our community outreach initiatives.

Welcome to The Mehrhoff Agency, your trusted local State Farm Insurance provider located at 10 Station Court, Bellport, NY 11713. Nestled conveniently between the Chase Bank and the Bellport Public Library and Post Office, we are here to serve the Long Island community with over a decade of dedicated experience. Led by Gregory Mehrhoff, a Chartered Financial Consultant (ChFC) and lifelong Long Island resident, our family-run agency is committed to understanding and addressing your unique insurance needs. At The Mehrhoff Agency, we offer a comprehensive range of insurance solutions, including Auto, Homeowners, Life, Renters, and Business insurance. Our mission is to help you and your family build wealth and secure your future, ensuring that every day can feel like summer. We proudly serve Bellport Village and its neighboring communities, including North Bellport, Patchogue, East Patchogue, Shirley, Mastic, Mastic Beach, Medford, Holbrook, Holtsville, Yaphank, and Brookhaven, as well as the wider areas of Nassau, Suffolk, Queens, Brooklyn, Manhattan, Bronx, and Staten Island.

Welcome to Ted Morales - State Farm Insurance Agent, your trusted insurance partner in Hampton Bays, New York. Located at 252 West Montauk Highway, we are proud to serve our community and the greater Suffolk and Nassau Counties, including East Hampton, West Hampton, Southampton, Sag Harbor, Bridgehampton, Montauk, Shirley, Riverhead, and the five boroughs. Our mission is to help you manage the risks of everyday life, providing comprehensive insurance solutions tailored to your unique needs. Established in 2019, our agency is driven by a commitment to making a genuine impact on the lives of our neighbors. With over 30 years of industry experience, Ted Morales, our dedicated State Farm agent, leads a team that is fluent in both English and Spanish, ensuring clear communication and exceptional service for every client. We specialize in a wide range of insurance products, including auto, home, life, renters, health, and business insurance, as well as pet insurance and coverage for recreational vehicles, campers, jet-skis, and snowmobiles.

Welcome to Kathleen Handley - State Farm Insurance Agent, your trusted partner in protecting what matters most. Conveniently located off exit 70 on the Long Island Expressway, in the McDonald's/King Kullen shopping center at 460 County Road 111, Suite 5, Manorville, NY, we are dedicated to serving the Manorville community and beyond. With over 30 years of insurance experience, our team is passionate about helping you manage everyday risks, recover from the unexpected, and realize your dreams. At Kathleen Handley State Farm Agency, we offer a wide range of insurance products tailored to meet your unique needs, including auto, home, life, business, and even pet insurance. Whether you're in need of a personal evaluation of your coverage or seeking advice on protecting your business, our knowledgeable team is here to assist you in both English and Spanish. We pride ourselves on providing exceptional customer service and ensuring all our quotes are free and completed in less than 15 minutes.