Financial planning and wealth management in Shirley, New York

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 Kreative Tax Prep, your trusted partner in accounting and financial services located at 99 Parkview Drive, Shirley, New York. At Kreative Tax Prep, we specialize in providing comprehensive and personalized tax preparation and financial solutions tailored to meet the unique needs of individuals and businesses in the community. Our team of experienced professionals is dedicated to ensuring accuracy, maximizing returns, and offering strategic financial advice to help you achieve your financial goals. Whether you need assistance with tax planning, bookkeeping, or financial consulting, Kreative Tax Prep is here to support you every step of the way. Experience the difference of working with a team that values integrity, efficiency, and client satisfaction. Visit us today to discover how we can simplify your financial life and provide peace of mind during tax season and beyond.

Welcome to Chase Bank - Shirley, New York Located at 645 William Floyd Parkway in Shirley, New York, Chase Bank is your reliable partner for all your banking and financial needs. As a leading financial institution, we offer a wide range of services including ATM access, personal banking, and comprehensive financial solutions tailored to meet the needs of both individuals and businesses.

Welcome to Flagstar Bank, your trusted financial partner located at 950 Montauk Highway, Shirley, New York. As a leading provider of comprehensive banking and financial services, we are committed to helping our community achieve their financial goals with ease and confidence. Whether you're looking to open a new account, secure a mortgage, or explore investment opportunities, our experienced team is here to guide you every step of the way. At Flagstar Bank, we pride ourselves on delivering personalized service tailored to meet your unique needs. Visit us today and experience the difference of a community-focused bank dedicated to your financial success.

Welcome to Flushing Bank, your trusted financial partner located at 1044 William Floyd Parkway, Shirley, New York. As a leading provider of banking and financial services, we are dedicated to helping our customers achieve their financial goals with ease and convenience. At Flushing Bank, we offer a comprehensive range of services, including personal and business banking, loans, mortgages, and investment solutions tailored to meet your unique needs. Our state-of-the-art ATM facilities ensure that you have 24/7 access to your funds, providing you with the flexibility to manage your finances on your schedule. Whether you're looking to open a new account, apply for a loan, or simply need financial advice, our team of experienced professionals is here to assist you every step of the way.

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 Teachers Federal Credit Union, conveniently located at 437 William Floyd Parkway, Shirley, New York 11967. As a trusted financial institution, we offer a comprehensive range of services designed to help you achieve your financial goals and make your money work for you. At Teachers, we pride ourselves on providing some of the industry's best savings solutions. With our Smart Checking account, you can earn 16 times the national average, ensuring that every dollar counts. Our competitive credit card rates are tailored to suit your needs, whether you're planning a big purchase or managing everyday expenses.

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.