The 30 Best Financial planning professionals in setauket east setauket in New York
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Obsidian Financial Consultants Inc.
Obsidian Financial Consultants Inc. is a leading financial institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York. With a team of experienced and knowledgeable financial experts, we offer a wide range of services including investment planning, retirement planning, tax planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you make the most of your finances.
Lippencott Financial Group
Lippencott Financial Group is a leading finance institution located at 4 Technology Drive in Setauket- East Setauket, New York. With a strong reputation for providing top-notch financial services, Lippencott Financial Group offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through sound advice and strategic planning. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Lippencott Financial Group is committed to providing expert guidance and personalized service every step of the way.
Branch Financial Services, Inc
Branch Financial Services, Inc is a finance institution located at 21 Bennetts Road in Setauket- East Setauket, New York, United States. We offer a range of financial services including securities and advisory services through Cetera Advisor Networks LLC, a member of FINRA and SIPC. Additionally, we are a Registered Investment Advisor offering advisory services. Our team of licensed professionals can provide brokerage services, investment advisory services, or a combination of both. We are licensed to sell insurance products in multiple states and registered to sell securities in various states as well. Visit our website to watch interesting videos and learn more about our services.
Prudential Financial - Three Village
Prudential Financial - Three Village is a finance institution located at 100-5 South Jersey Avenue in Setauket- East Setauket, New York, United States. This institution offers a wide range of financial services including investment management, retirement planning, insurance, and wealth management. With a focus on providing personalized financial solutions to individuals, families, and businesses, Prudential Financial - Three Village is committed to helping clients achieve their financial goals and secure their financial future. The experienced team of professionals at this institution is dedicated to providing expert advice and guidance to help clients make informed decisions about their finances.
Edward Jones - Financial Advisor: Kyle Piechucki
Edward Jones - Financial Advisor: Kyle Piechucki is a reputable finance institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York, United States. Specializing in providing personalized financial advice and services, Kyle Piechucki is dedicated to helping clients achieve their financial goals and secure their future. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Kyle Piechucki is a trusted partner in navigating the complexities of the financial world.
Bank of America Financial Center
Welcome to the Bank of America Financial Center located at 15 Bennetts Road, Setauket-East Setauket, New York. As a leading provider in the banking and finance industry, we are committed to delivering exceptional financial services tailored to meet your unique needs. Whether you're looking to open a new account, apply for a loan, or seek investment advice, our team of experienced professionals is here to guide you every step of the way. Our state-of-the-art facility offers a wide range of services, including personal and business banking, wealth management, and financial planning. Visit us today and experience the convenience and expertise that Bank of America is renowned for. Your financial success is our priority.
George F Diffendale, Financial Professional - New York Life
Welcome to George F. Diffendale, Financial Professional - New York Life, your trusted partner in financial planning and insurance services. Conveniently located at 4 Technology Drive, Setauket-East Setauket, New York, we are committed to helping individuals and families achieve their financial goals and secure their future. With years of experience in the finance and insurance industry, George F. Diffendale offers personalized solutions tailored to meet your unique needs. Whether you're planning for retirement, seeking life insurance options, or looking to protect your assets, we provide expert guidance and comprehensive strategies to help you make informed decisions.
Attract Capital
Attract Capital is a leading financial institution located at 16 Brandywine Drive in Setauket-East Setauket, New York, United States. Specializing in providing capital solutions for businesses of all sizes, Attract Capital offers a wide range of financial services including debt and equity financing, mergers and acquisitions, and strategic advisory services. With a team of experienced professionals, Attract Capital is dedicated to helping businesses achieve their financial goals and grow their operations. Contact Attract Capital today to learn more about how they can help your business succeed.
Joseph Salehi
Joseph Salehi is a reputable finance institution located at 300 Main Street in Setauket-East Setauket, New York. With a focus on providing top-notch financial services to individuals and businesses, Joseph Salehi is known for its expertise in investment management, financial planning, and wealth management. The institution prides itself on its personalized approach, tailored to meet the unique needs and goals of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Joseph Salehi is dedicated to helping you achieve your financial objectives.
Girard Wealth Management Group of Raymond James
Girard Wealth Management Group of Raymond James, located at 376 Mark Tree Road in Setauket- East Setauket, New York, offers sophisticated wealth management services tailored to meet your individual needs. With a focus on delivering value to clients, our team of experts is dedicated to helping you achieve your financial goals. As a part of the Raymond James network, we have access to a wide range of resources and tools to help you make the most of every investment opportunity. Established in 1962, Raymond James is one of the largest and most respected independent financial services companies in the United States. Girard Wealth Management Group is committed to providing personalized investment advisory services to help you navigate the complexities of the financial world.
JLW Accounting and Tax Services LLC
JLW Accounting and Tax Services LLC is a professional accounting and finance institution located at 690 Route 25A in Setauket- East Setauket, New York, United States. We offer a wide range of services including tax preparation, bookkeeping, payroll, and financial planning for individuals and businesses. Our team of experienced professionals is dedicated to providing personalized and reliable financial solutions to help our clients achieve their goals. With a commitment to excellence and customer satisfaction, JLW Accounting and Tax Services LLC is your trusted partner for all your accounting and financial needs.
Multi-State Tax & Accounting Inc.
Multi-State Tax & Accounting Inc. is a reputable accounting and finance institution located in Setauket-East Setauket, New York. With a convenient address at 764 Route 25A, this institution offers a wide range of services to individuals and businesses in need of expert tax and accounting assistance. Their team of professionals are dedicated to providing high-quality solutions tailored to meet the unique needs of each client. Whether you require tax preparation, financial planning, or accounting services, Multi-State Tax & Accounting Inc. is committed to helping you achieve your financial goals.
Faith Accounting & Consulting Services, LLC
Faith Accounting & Consulting Services, LLC is a professional accounting and finance institution located at 248 Route 25A in Setauket- East Setauket, New York, United States. With a strong emphasis on trust and integrity, our team of experienced professionals provides a wide range of financial services including tax preparation, bookkeeping, financial consulting, and more. We are dedicated to helping individuals and businesses achieve their financial goals with personalized and reliable services. Trust Faith Accounting & Consulting Services, LLC for all your accounting and finance needs.
Kidney Transplant Services
Kidney Transplant Services is a leading healthcare institution located at 24 Research Way in Setauket-East Setauket, New York, United States. Our dedicated team of medical professionals specializes in providing comprehensive care for patients in need of kidney transplants. With state-of-the-art facilities and cutting-edge technology, we offer personalized treatment plans to ensure the best possible outcomes for our patients. Whether you are in need of a transplant or seeking post-operative care, our team is committed to providing the highest quality of care and support throughout your journey to better health. Contact us today to learn more about our services and how we can help you.
Jeffrey Freund: Allstate Insurance
Jeffrey Freund: Allstate Insurance is a reputable insurance agency located at 100 South Jersey Avenue in Setauket-East Setauket, New York. Specializing in providing a wide range of insurance products and services, they are committed to helping clients protect what matters most to them. With a team of experienced professionals, Jeffrey Freund: Allstate Insurance offers personalized solutions to meet the unique needs of each individual or business. Whether you are looking for auto, home, life, or business insurance, you can trust Jeffrey Freund: Allstate Insurance to provide reliable coverage and exceptional customer service.
Pro Insurance Agency, Inc
Pro Insurance Agency, Inc. is a health and insurance agency located at 21 Bennetts Road, Setauket- East Setauket, New York, United States. We offer a full range of insurance products and risk advisement consulting services to individuals and businesses of all sizes. Licensed in multiple states including New York, New Jersey, Connecticut, and more, we can assist with personal and commercial insurance needs regardless of location. Our mission is to provide each client with the ideal combination of insurance products and risk management strategies tailored to their individual needs. Unlike larger agencies, we prioritize personalized service and ensure that every client receives guidance from a licensed insurance agent. With years of experience in the industry, we have valuable insights to help clients achieve success beyond just purchasing insurance policies. Our team consists of licensed professionals who are dedicated to understanding and meeting the unique insurance needs of each client. Whether you are a new business or an established one, we can help you develop an affordable risk management strategy that evolves with your business. We specialize in serving clients in the construction, real estate, hospitality, and auto insurance industries, offering tailored solutions to protect your business. Additionally, we provide guidance on group benefits, home insurance, and life insurance, ensuring that you and your loved ones are properly protected. Working with a licensed independent agent at Pro Insurance Agency costs you nothing and ensures that you receive quality insurance products from the top insurance companies in the U.S. Trust us to help you get the best coverage for your insurance dollar since 1996.
Ed Reilly - State Farm Insurance Agent
Ed Reilly - State Farm Insurance Agent is a trusted insurance agency located at 190 North Belle Mead Avenue in Setauket- East Setauket, New York. With a commitment to providing personalized service and comprehensive coverage options, Ed Reilly and his team are dedicated to helping clients protect what matters most. Whether you're in need of auto, home, life, or business insurance, you can rely on Ed Reilly - State Farm Insurance Agent to find the right policy for your specific needs. Visit their office today to discuss your insurance options and receive top-notch customer service.
Gannon Medicare Broker
Gannon Medicare Broker is a reputable health insurance agency located at 31 University Drive in Setauket-East Setauket, New York. Our dedicated team of professionals specializes in helping individuals navigate the complex world of Medicare to find the best coverage options tailored to their needs. With a commitment to providing personalized service and expert guidance, we strive to ensure our clients have access to quality healthcare that fits their budget. Trust Gannon Medicare Broker to help you make informed decisions about your healthcare coverage.
Jeffrey Vacirca
Jeffrey Vacirca, MD, FACP, is a highly respected cancer physician and leader in the field of oncology. As the CEO and Chairman of the Board of New York Cancer & Blood Specialists (NYCBS), Dr. Vacirca has led the practice through a period of incredible growth and transformation. With a commitment to community oncology, NYCBS now serves nearly a million patients a year across more than 30 locations and 35 hospital affiliations. Dr. Vacirca is a passionate advocate for cancer patients, working to ensure access to quality care for all individuals. He has been involved in various organizations and companies focused on legislative advocacy for the cost of cancer care and access, including the Community Oncology Alliance (COA) and OneOncology.
Sanders Insurance
Sanders Insurance is a reputable insurance agency located at 222 Main Street in Setauket-East Setauket, New York. With a dedicated team of experienced professionals, Sanders Insurance offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or commercial insurance, Sanders Insurance is committed to providing personalized solutions tailored to your specific requirements. Trust Sanders Insurance to protect what matters most to you.
Lori Raynoha CPA
Lori Raynoha CPA is a reputable accounting and finance institution located at 20 Watson Lane in Setauket- East Setauket, New York, United States. With years of experience and expertise in the field, Lori Raynoha CPA offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and bookkeeping. Their team of professional accountants is dedicated to providing personalized and high-quality financial solutions to meet the unique needs of each client. Whether you are looking for assistance with your personal finances or need help managing your business accounts, Lori Raynoha CPA is committed to helping you achieve your financial goals.
Rehn George CPA
Welcome to Rehn George CPA, your trusted partner in accounting and finance. Conveniently located at 286 Main Street, Setauket-East Setauket, New York, we are dedicated to providing top-notch financial services to individuals and businesses in our community. With years of experience and a commitment to excellence, our team of certified professionals is here to help you navigate the complexities of financial management. At Rehn George CPA, we offer a comprehensive range of services tailored to meet your unique needs. Whether you require assistance with tax preparation, bookkeeping, financial planning, or business consulting, our experts are ready to provide personalized solutions that drive success. We pride ourselves on our attention to detail, integrity, and the ability to deliver results that exceed expectations.
Albanese & Company, CPAs
Welcome to Albanese & Company, CPAs, your trusted partner in accounting and financial services located in the heart of Setauket-East Setauket, New York. Situated at 348 Main Street, our firm is dedicated to providing personalized and comprehensive financial solutions to individuals and businesses alike. At Albanese & Company, CPAs, we understand that navigating the complexities of financial management can be daunting. Our team of experienced and knowledgeable certified public accountants is here to guide you every step of the way. We offer a wide range of services, including tax preparation and planning, bookkeeping, auditing, and financial consulting, all tailored to meet your unique needs and goals.
Ledger Group
Welcome to Ledger Group, your trusted partner in accounting and finance located at 18 Poet Lane, Setauket-East Setauket, New York. At Ledger Group, we are committed to providing personalized and professional financial services tailored to meet the unique needs of our clients. Our team of experienced accountants and financial experts is dedicated to helping individuals and businesses achieve their financial goals with precision and integrity. Whether you're looking for comprehensive bookkeeping, tax preparation, financial planning, or business consulting, Ledger Group offers a wide range of services designed to ensure your financial success. We pride ourselves on our attention to detail, timely service, and the ability to simplify complex financial matters, allowing you to focus on what truly matters.
Chase Bank
Welcome to Chase Bank, your trusted partner in financial services, located at 1395 New York 25A, Setauket-East Setauket, New York 11733, United States. As a leading provider of banking, ATM, and financial solutions, we are committed to meeting the diverse needs of our community. At Chase Bank, we offer a wide range of services designed to help you manage your personal and business finances with ease. Our Business Banking division provides expert guidance from a dedicated team of professionals, specializing in cash flow improvement, credit solutions, and payroll management. We also offer business credit cards, online and mobile banking, and payment acceptance solutions tailored specifically for businesses.
Gold Coast Bank
Welcome to Gold Coast Bank, your trusted partner in financial services, conveniently located at 690 New York 25A, Setauket-East Setauket, New York. As a premier community bank, we are committed to providing exceptional banking solutions tailored to meet your personal and business financial needs. Our comprehensive range of services includes personal and business banking, loans, and investment opportunities, along with the convenience of our state-of-the-art ATMs for quick and easy transactions. At Gold Coast Bank, we pride ourselves on our personalized customer service, ensuring that every client receives the attention and expertise they deserve.
Proactive Benefits Solutions
Welcome to Proactive Benefits Solutions, your trusted partner in navigating the complex world of insurance. Conveniently located at 3 Gnarled Oak Drive, Setauket-East Setauket, New York, we are dedicated to providing personalized and comprehensive insurance solutions that meet the unique needs of individuals, families, and businesses in our community. At Proactive Benefits Solutions, we understand that each client is different, and we pride ourselves on offering tailored insurance plans that offer both security and peace of mind. Our experienced team of professionals is committed to delivering exceptional service and expert guidance, ensuring that you are well-informed and confident in your insurance decisions.
M&T Bank
Welcome to M&T Bank, your trusted financial partner located at 4032 Nesconset Highway in the heart of Setauket-East Setauket, New York. At M&T Bank, we are committed to providing exceptional banking services to meet the diverse needs of our community. Whether you're looking to open a personal account, explore mortgage options, or manage your business finances, our team of experienced professionals is here to assist you every step of the way. We pride ourselves on offering personalized solutions and a wide range of financial products tailored to help you achieve your financial goals. Visit us today to experience friendly service and expert guidance in a welcoming environment. M&T Bank—where your financial well-being comes first.
Benefit Management Solutions
Welcome to Benefit Management Solutions, your trusted insurance agency located in the heart of Setauket-East Setauket, New York. Situated at 45 Research Way, our dedicated team is committed to providing personalized and comprehensive insurance services to meet the diverse needs of individuals and businesses in our community. At Benefit Management Solutions, we specialize in crafting tailored insurance plans that offer the best coverage and value. Our experienced professionals work closely with you to understand your unique requirements and guide you through the complexities of insurance options, ensuring peace of mind and financial security.
Easy Sell Property Solutions
Welcome to Easy Sell Property Solutions, your trusted partner in real estate solutions, located at 248 New York 25A, Setauket-East Setauket, New York 11733. With over 20 years of experience, we specialize in helping homeowners sell their properties quickly, easily, and for cash, no matter the condition of the house. Recognized as an “Investor with Integrity” by Kevin Harrington, we pride ourselves on offering a hassle-free and transparent process tailored to your needs. At Easy Sell Property Solutions, we understand that life can present unexpected challenges, whether it's foreclosure, estate settlements, divorce, or simply owning a property that doesn't suit your needs. Our mission is to provide you with a fast, no-obligation cash offer within just 7 days, helping you turn your property woes into an opportunity for financial relief.
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