TOP 10 Financial planning services for individuals in New York

Welcome to KABS Agency, your trusted partner in insurance solutions, conveniently located at 77 Grassland Circle, Mount Sinai, New York. As a dedicated insurance agency, we are committed to providing personalized service and comprehensive coverage options to meet the diverse needs of our clients. Whether you're seeking protection for your home, auto, health, or business, our team of experienced professionals is here to guide you every step of the way. At KABS Agency, we understand that each client is unique, and we pride ourselves on delivering tailored insurance plans that offer peace of mind and financial security. Visit us today and discover why we are the preferred choice for insurance services in Mount Sinai and the surrounding areas. Your protection is our priority.

Welcome to The First National Bank of Long Island, your trusted partner in banking and finance, conveniently located at New York 25A, Setauket-East Setauket, New York 11733. We are committed to providing personalized financial solutions to meet your banking needs. Please note our special holiday hours: we will close early at 3:00 PM on Wednesday, July 3, and remain closed on Thursday, July 4, in celebration of the holiday. Despite our holiday closure, our Online, Mobile & Telephone Banking services remain available around the clock to ensure you can manage your finances anytime, anywhere.

Welcome to Eugene Donohue Associates, your trusted insurance agency located in the heart of Port Jefferson, New York. Situated at 662 Main Street, we are dedicated to serving the insurance needs of individuals, families, and businesses in our vibrant community and beyond. At Eugene Donohue Associates, we understand that navigating the world of insurance can be complex and overwhelming. That's why our team of experienced professionals is committed to providing personalized service and expert guidance to help you make informed decisions. Whether you're looking for personal insurance solutions like home, auto, or life insurance, or need comprehensive coverage for your business, we have the expertise to tailor policies that fit your unique needs and budget.

Welcome to Goosehead Insurance - Don Pawluk, your trusted insurance agency located in the heart of Port Jefferson, New York. Situated at 1303 Main Street, our office is dedicated to providing you with personalized and comprehensive insurance solutions tailored to meet your unique needs. Whether you're looking for home, auto, life, or any other type of insurance coverage, our team of experienced professionals is here to guide you every step of the way. At Goosehead Insurance - Don Pawluk, we pride ourselves on delivering exceptional customer service and ensuring peace of mind for our clients. Visit us today to explore our wide range of insurance options and discover how we can help protect what matters most to you.

Welcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.

Welcome to Proios Insurance Agency, Inc. At Proios Insurance Agency, Inc., located at 18 Roosevelt Avenue, Port Jefferson Station, New York, we are committed to providing our community with top-notch insurance solutions tailored to meet your unique needs. As a trusted local insurance agency, we pride ourselves on delivering personalized service and expert advice to help you navigate the complexities of insurance coverage.

Welcome to Coverage Concepts Inc., your trusted insurance agency located in the heart of Port Jefferson Station, New York. Situated at 4953 Nesconset Highway, we are dedicated to serving the diverse needs of our community with comprehensive insurance solutions. Our experienced team is committed to providing personalized service and expert guidance to help you navigate the complexities of insurance coverage. Whether you're seeking auto, home, life, or business insurance, we work diligently to tailor policies that fit your unique requirements and budget. At Coverage Concepts Inc., your peace of mind is our priority. Visit us today to discover how we can protect what matters most to you.

Welcome to SureSafe Insurance Agency NY, your trusted partner for comprehensive insurance solutions located in the heart of Mount Sinai, New York. Conveniently situated at 5507 Nesconset Highway, our agency is committed to providing personalized and reliable insurance services to meet the diverse needs of our community. At SureSafe Insurance Agency NY, we understand that navigating the world of insurance can be complex and daunting. That's why our experienced team is dedicated to guiding you through every step of the process, ensuring you find the perfect coverage that fits your lifestyle and budget. Whether you're seeking auto, home, life, or business insurance, we offer a wide range of policies tailored to protect what matters most to you.

Welcome to Three Village Bennett Agency, your trusted insurance partner located in the heart of Setauket-East Setauket, New York. Situated at 21 Bennetts Road, our agency is dedicated to providing personalized and comprehensive insurance solutions to meet the unique needs of our community. At Three Village Bennett Agency, we understand that protecting your assets and ensuring peace of mind are of utmost importance. Our experienced team is committed to delivering exceptional service and expert guidance to help you navigate the complexities of insurance. Whether you're seeking coverage for your home, auto, business, or personal health, we offer a wide range of insurance products tailored to fit your lifestyle and budget.

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.

Welcome to Aflac Insurance: Michael Sherwood, your trusted local insurance agency located at 17 Goodwin Place, Northport, New York 11768. We are dedicated to providing an extra layer of protection for life’s unexpected events, ensuring you and your loved ones feel confident and secure with comprehensive coverage. At Aflac Insurance: Michael Sherwood, we understand that accidents and health challenges can disrupt your life. That's why we offer a wide variety of insurance policies designed to help ease the financial burden of covered accidents, serious health diagnoses, and hospital stays. Our cash benefits can assist with deductibles, co-pays, and other out-of-pocket expenses, allowing you to focus on recovery rather than worrying about finances.

Welcome to Bethpage Federal Credit Union, conveniently located at 4900B Nesconset Highway in Port Jefferson Station, New York. As a trusted financial institution, we are dedicated to serving the needs of our community with a wide range of financial services. Whether you are looking for a reliable ATM for quick cash withdrawals or comprehensive financial solutions to manage your savings and investments, Bethpage Federal Credit Union is here to assist you. Our commitment to exceptional customer service and financial expertise ensures that you receive personalized support tailored to your individual needs. Visit us today and experience the difference of banking with a credit union that truly values its members.

Welcome to The Hull Agency, your trusted local insurance partner located at 48 Nesconset Highway, Port Jefferson Station, New York. At The Hull Agency, we are dedicated to providing comprehensive and personalized insurance solutions to meet the unique needs of individuals, families, and businesses in our community. With a commitment to exceptional customer service, our experienced team of insurance professionals is here to guide you through the complexities of insurance coverage, ensuring you have the protection you need for peace of mind. Whether you're seeking auto, home, life, or business insurance, The Hull Agency offers a wide range of policies tailored to fit your specific requirements. Visit us today to experience our friendly service and discover how we can help safeguard your future.

Welcome to Met Life Insurance Agency, your trusted partner in Ridge, New York, for all your insurance needs. Conveniently located in the heart of Ridge, NY 11961, we are dedicated to providing exceptional service and comprehensive insurance solutions tailored to meet the unique needs of our community. Our experienced team of professionals is committed to helping you protect what matters most, offering a wide range of insurance products including life, health, auto, home, and more. At Met Life, we prioritize your peace of mind and financial security, ensuring personalized attention and expert guidance every step of the way. Visit us today to experience the difference of working with a local agency that truly cares about your future.

Welcome to Steven Luckert: Allstate Insurance, your trusted insurance agency located in the heart of Ridge, New York. Situated conveniently at 1660 Middle Country Road, we are committed to providing our community with personalized insurance solutions tailored to fit your unique needs. As a proud representative of Allstate, we offer a comprehensive range of insurance products, including auto, home, life, and business insurance, ensuring that you and your loved ones are protected from the unexpected. At Steven Luckert: Allstate Insurance, we understand that finding the right coverage can be overwhelming. Our dedicated team of experienced professionals is here to guide you every step of the way, offering expert advice and exceptional customer service. We take the time to listen and understand your specific requirements, crafting customized policies that provide peace of mind and financial security.

Welcome to LRS Capital Group, Inc. Located in the heart of Mount Sinai, New York, LRS Capital Group, Inc. is your trusted partner in finance. Nestled at 1 Cassie Court, our firm is dedicated to providing comprehensive financial solutions tailored to meet the unique goals of each client.

Welcome to Leeward Insurance Brokerage, your trusted partner in navigating the world of insurance. Conveniently located at 34 Rodney Street, Port Jefferson Station, New York, we are dedicated to providing personalized and comprehensive insurance solutions to meet your unique needs. As a leading insurance agency, we pride ourselves on our commitment to exceptional customer service and expert guidance. Whether you're seeking coverage for your home, auto, business, or health, our experienced team is here to help you find the perfect policy that offers peace of mind and financial security. At Leeward Insurance Brokerage, we understand that every client is different, and we are passionate about tailoring our services to ensure the best fit for your lifestyle and budget. Visit us today and experience the Leeward difference—where your protection is our priority.

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.

Welcome to Hassle-Free Insurance Agency, your trusted partner in securing your future with comprehensive insurance solutions. Conveniently located at 500 Mather Drive, Centereach, New York, we specialize in providing personalized insurance services tailored to meet your unique needs. Whether you're looking for auto, home, life, or business insurance, our experienced team is dedicated to offering you peace of mind with coverage that fits your lifestyle and budget. At Hassle-Free Insurance Agency, we understand that navigating the world of insurance can be overwhelming. That's why we prioritize simplicity and clarity, ensuring that your experience with us is smooth and stress-free. Our knowledgeable agents are committed to delivering exceptional service, guiding you through the process with expert advice and support every step of the way.

Welcome to Princeton Insurance Agency, Inc., your trusted partner for comprehensive insurance solutions in Setauket-East Setauket, New York. Conveniently located at 1 Homecoming Place, our agency is dedicated to providing personalized insurance services to meet the unique needs of individuals, families, and businesses in our community. At Princeton Insurance Agency, Inc., we understand that navigating the world of insurance can be complex. That's why our experienced team is committed to offering clear, tailored advice and a diverse range of insurance products. Whether you're seeking coverage for your home, car, business, or personal assets, we work diligently to find the best policies that offer maximum protection and peace of mind.

Welcome to Allstate Insurance Agent: Sedrick Ambroise, your trusted partner for comprehensive insurance solutions in Setauket-East Setauket, New York. Conveniently located at 232 North Belle Mead Avenue, our agency is dedicated to providing personalized service and expert guidance to meet your unique insurance needs. At Sedrick Ambroise's Allstate Agency, we understand that protecting your assets and securing your future are top priorities. Whether you're seeking auto, home, life, or business insurance, our experienced team is here to help you navigate the complexities of insurance coverage with ease and confidence. We pride ourselves on building lasting relationships with our clients, offering tailored policies that provide peace of mind and financial security.

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.

Welcome to Franklin Bank, your trusted partner in financial services located in the heart of Northport, New York. Situated at 260 Main Street, our bank offers a comprehensive range of financial solutions tailored to meet the diverse needs of our community. Whether you're looking for a reliable ATM for quick cash withdrawals, seeking personalized banking services, or exploring financial advice for your future investments, Franklin Bank is here to assist you every step of the way. Our commitment to exceptional customer service and financial expertise sets us apart. We pride ourselves on fostering strong relationships with our clients and providing a welcoming environment where your financial goals can flourish. Visit Franklin Bank today and experience the difference of a community-focused financial institution dedicated to your success.

Welcome to Coach Title, your trusted local insurance agency located at 24 Woodbine Avenue, Northport, New York 11768. At Coach Title, we are dedicated to providing personalized and comprehensive insurance solutions to meet the diverse needs of our community. Our experienced team of professionals is committed to guiding you through the complexities of insurance, ensuring you have the right coverage for your unique circumstances. Whether you're looking for home, auto, life, or business insurance, we offer a wide range of options tailored to protect what matters most to you. Visit us today and discover why Coach Title is the preferred choice for insurance services in Northport. Your peace of mind is our priority.

Welcome to The First National Bank of Long Island, your trusted partner in financial services, located at 711 Fort Salonga Road, Northport, New York 11768. As a leading bank in the community, we are dedicated to providing exceptional banking and financial solutions tailored to meet your needs. Our comprehensive services include personal and business banking, loans, mortgages, and investment options. Please note our upcoming holiday schedule: we will close early at 3:00 PM on Wednesday, July 3, and remain closed on Thursday, July 4, in observance of the holiday. However, you can still manage your finances conveniently with our Online, Mobile, and Telephone Banking services, available 24/7. For your convenience, explore our 24-hour ATM locations here.

Welcome to Hermitage Insurance Brokerage, your trusted partner for comprehensive insurance solutions in Middle Island, New York. Conveniently located at 65 Middle Country Road, we are dedicated to providing personalized service and expert guidance to meet all your insurance needs. As a leading insurance agency in the area, we specialize in a wide range of coverage options, including auto, home, life, and business insurance. Our experienced team is committed to understanding your unique requirements and offering tailored policies that provide peace of mind and financial security. At Hermitage Insurance Brokerage, we pride ourselves on building long-lasting relationships with our clients through integrity, transparency, and exceptional customer service. Whether you're looking to protect your family, assets, or business, trust us to help you navigate the complexities of insurance with confidence. Visit us today and discover how we can help safeguard your future.

Welcome to Ernest Destefano - Aflac Insurance Agent, your trusted partner in securing your future and protecting what matters most. Conveniently located in Coram, New York, we are dedicated to providing personalized insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. At Ernest Destefano - Aflac Insurance Agent, we understand that navigating the world of insurance can be complex and overwhelming. That's why our experienced team is committed to delivering exceptional service and guidance every step of the way. Whether you're looking for health, life, accident, or disability insurance, we offer a comprehensive range of Aflac products designed to provide peace of mind and financial stability.

Welcome to Opus Risk, your trusted insurance agency located at 12 Martha Lane, Selden, New York 11784. At Opus Risk, we are committed to providing comprehensive insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. Our experienced team of professionals is dedicated to helping you navigate the complex world of insurance with ease and confidence. We offer a wide range of insurance products, including home, auto, life, and business insurance, ensuring that you and your assets are well-protected against unforeseen circumstances. Our personalized approach means that we take the time to understand your specific requirements and provide you with the most suitable coverage options.

Welcome to the M&T Bank ATM located at 2451 Nesconset Highway, Stony Brook, New York 11790. Conveniently situated at Speedway 7644, our ATM is available 24 hours a day, 7 days a week, ensuring you have access to your finances whenever you need it. M&T Bank is committed to providing a comprehensive range of financial services, including banking, insurance, investments, mortgage, and commercial financial services. With a robust network of 980 branches and 2,100 ATMs, along with a suite of online and mobile services, we strive to meet all your financial needs. Recognized in the Coalition Greenwich 2022 Commercial Banking Program and noted by the Small Business Administration for our significant contributions through the SBA’s 7(a) lending program, M&T Bank is a trusted partner for businesses and individuals alike. Please note that Visa® is a registered trademark of Visa International Service Association, and all other service marks and trade names are the property of their respective owners. Plan your visit today to experience the convenience and reliability of M&T Bank.

Welcome to GLS Management, your trusted insurance agency located at 29 Twisting Drive, Lake Grove, New York. At GLS Management, we are committed to providing personalized and comprehensive insurance solutions tailored to meet the unique needs of our clients. With years of experience in the industry, our team of dedicated professionals is here to guide you through the complexities of insurance, ensuring peace of mind and financial security for you and your loved ones. Whether you're looking for auto, home, life, or business insurance, GLS Management offers a wide range of products from leading insurance providers. Our mission is to deliver exceptional service, expert advice, and competitive rates to help you protect what matters most.