TOP 30 Financial planning assistance in Saint James, New York

13 results found

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.

Barnum Financial Group is a finance institution located at 16 Lt John Olsen Lane, Saint James, New York, United States. We are dedicated to your financial well-being and helping you achieve your financial goals. Our leadership team is committed to achieving Barnum's mission and creating a culture of belonging, respect, and opportunity for all. We are proud to be recognized for our commitment to our clients and their financial success. Our knowledgeable team can assist you with managing risks, growing your wealth strategically, and planning for your future. We offer educational opportunities, insightful guidance, and personalized solutions to help you meet your needs and achieve your goals. Contact us today to schedule an appointment with a financial professional and start navigating your financial journey with confidence.

Welcome to James Payoute - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Brooklyn, New York. Located at 547 Saint Marks Avenue, we are dedicated to helping you protect what matters most, whether it’s your family, belongings, or financial future. At James Payoute - State Farm Insurance, we understand the importance of personalized service. That’s why all auto insurance quote requests are exclusively handled through our experienced agents. Call us during business hours to create your Personal Price Plan and explore options that fit your lifestyle and budget. We offer a wide range of auto insurance policies, including coverage for new drivers, business travelers, and collectors. Plus, you can save more by bundling auto and home policies.

Thomas Maher: Allstate Insurance is a reputable insurance agency located at 462 Moriches Road in Saint James, New York. With a strong focus on providing personalized insurance solutions to meet the needs of individuals and families, Thomas Maher and his team offer a wide range of insurance products including auto, home, life, and more. With a commitment to excellent customer service and a dedication to helping clients protect what matters most, Thomas Maher: Allstate Insurance is a trusted choice for insurance in the United States.

RN 4 Medicare is a leading health insurance agency located at 325 Lake Avenue in Saint James, New York. We specialize in providing comprehensive Medicare solutions for individuals looking to navigate the complexities of healthcare coverage. Our team of experienced registered nurses is dedicated to helping clients find the right plan that meets their unique needs. With a focus on personalized care and attention to detail, RN 4 Medicare is committed to ensuring our clients have access to quality healthcare options. Contact us today to learn more about how we can assist you with your Medicare needs.

Henry Schimmel - Mortgage Loan Officer is a finance institution located at 621 Lake Avenue in Saint James, New York, United States. As a mortgage loan officer, Henry Schimmel specializes in helping individuals and families secure financing for their dream homes. With years of experience in the industry, Henry provides personalized service and expert guidance throughout the loan application process. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Henry Schimmel is dedicated to finding the best loan options to suit your needs. Visit us today to start your journey towards homeownership.

Dowling Knipfing Klein Insurance is a reputable insurance agency located at 500 Lake Avenue in Saint James, New York, United States. With years of experience in the industry, they provide a wide range of insurance products and services to meet the needs of individuals and businesses. Whether you are looking for auto, home, life, or business insurance, their team of knowledgeable agents is dedicated to helping you find the best coverage at competitive rates. Visit Dowling Knipfing Klein Insurance today for personalized assistance and reliable insurance solutions.

Tim Fleming: Allstate Insurance is a reputable insurance agency located at 419 North Country Road in Saint James, New York. With a focus on providing quality insurance products and excellent customer service, Tim Fleming and his team are dedicated to helping clients find the right coverage for their needs. Whether you are looking for auto, home, life, or business insurance, Tim Fleming: Allstate Insurance is here to assist you every step of the way. Contact them today to discuss your insurance options and secure your peace of mind.

EJF Consulting is a professional consulting firm located at 579 Moriches Road in Saint James, New York. With a focus on providing top-notch services, EJF Consulting offers a wide range of consulting solutions to help businesses thrive and grow. Whether you need assistance with strategic planning, financial analysis, or project management, the team at EJF Consulting is dedicated to helping you achieve your goals. Contact them today at (516) 819-7576 or ejfred22@verizon.net to learn more about how they can assist your business.

Cristian Foronda is a reputable finance institution located at 621 Lake Avenue in Saint James, New York, United States. With a focus on providing expert financial services and guidance, Cristian Foronda is dedicated to assisting clients with their financial needs and goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Cristian Foronda offers personalized solutions to help you achieve financial success. Trust in the expertise and professionalism of Cristian Foronda for all your financial needs.

Welcome to O'Hara & Company, your trusted partner in accounting and finance, conveniently located at 275 Lake Avenue in the heart of Saint James, New York. At O'Hara & Company, we are committed to providing personalized and comprehensive financial solutions to meet the unique needs of individuals and businesses in our community. With years of experience and a team of dedicated professionals, we offer a wide range of services including bookkeeping, tax planning and preparation, financial consulting, and business advisory services. Our mission is to help you achieve your financial goals by delivering expert advice and tailored strategies that ensure compliance and maximize efficiency.

Welcome to Robin A. Masterson, M.B.A., your trusted partner in accounting and finance solutions, located conveniently at 87 Sunny Road, Saint James, New York. With a commitment to excellence and a personalized approach, we provide a comprehensive range of financial services tailored to meet the unique needs of individuals and businesses in the community. At Robin A. Masterson, M.B.A., we understand the complexities of financial management and are dedicated to helping our clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, our team of experienced professionals is here to guide you every step of the way.

Welcome to TD Bank, your local financial partner located at 621 Lake Avenue, Saint James, New York 11780. At TD Bank, we offer a comprehensive range of banking and financial services tailored to meet your unique needs. Our dedicated Relationship Manager and team of wealth professionals are here to assist you with private banking, credit, investment, and financial planning. If you're looking to buy a home, build, renovate, or refinance, our local mortgage loan officers are ready to help you prequalify and guide you through the mortgage process. We invite you to stop by and get to know us—our doors are open during human hours, including early mornings, late evenings, and weekends, because we understand the importance of convenience.