TOP 30 Best Financial planning services in Patchogue, New York

Welcome to Fidelis Care - Patchogue Community Office, your trusted health insurance agency conveniently located at 232 East Main Street, Patchogue, New York. We are dedicated to serving individuals and families in our community by providing access to quality health insurance plans that meet diverse needs and budgets. Our knowledgeable team is committed to helping you navigate the complexities of health insurance, ensuring you find the coverage that best suits your lifestyle and healthcare requirements. Whether you're seeking individual, family, or child health plans, Fidelis Care is here to guide you every step of the way. Visit us today to learn more about our comprehensive services and discover how we can support your journey to better health and well-being.

Lighthouse Insurance Patchogue is an insurance agency located at 259 Medford Avenue in Patchogue, New York. We provide a wide range of insurance services to protect individuals, families, and businesses from unforeseen risks and financial losses. Our team of experienced agents is dedicated to helping clients find the best coverage options at competitive rates. Whether you need auto, home, life, or business insurance, Lighthouse Insurance Patchogue is here to provide personalized solutions to meet your needs. Contact us today for a free quote and let us help you secure your future.

Welcome to Molloy Income Tax Services, your trusted partner in accounting and finance located in the heart of Patchogue, New York. Situated at 82 East Main Street, we are dedicated to providing personalized and professional tax services to individuals and businesses in our community. Our experienced team is committed to helping you navigate the complexities of tax regulations, ensuring compliance while maximizing your financial benefits. We offer a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. At Molloy Income Tax Services, we pride ourselves on our attention to detail, integrity, and commitment to client satisfaction. Let us handle your financial needs so you can focus on what matters most to you. Visit us today and discover the difference of working with a local, reliable accounting partner.

Welcome to Patchogue Independent Insurance, your trusted local insurance agency located at 600 Waverly Avenue, Patchogue, New York. We are dedicated to providing personalized and comprehensive insurance solutions to meet the unique needs of individuals, families, and businesses in our community. Our experienced team of professionals is committed to delivering exceptional service and expert guidance, ensuring that you have the right coverage to protect what matters most. Whether you are looking for auto, home, life, or business insurance, we work with a wide range of reputable insurers to offer you the most competitive rates and tailored policies. At Patchogue Independent Insurance, your peace of mind is our priority. Visit us today to discover how we can help secure your future.

Welcome to Cardinal Financial Company, Limited Partnership, your trusted partner in finance located in the heart of Patchogue, New York. Situated at 8 West Main Street, our dedicated team is committed to providing exceptional financial services tailored to meet your unique needs. With a focus on personalized solutions, we aim to empower individuals and businesses with the financial tools and guidance necessary to achieve their goals. Whether you're seeking mortgage solutions, financial planning, or investment advice, our experienced professionals are here to assist you every step of the way. Discover the Cardinal Financial difference, where your financial well-being is our top priority. Visit us today and let us help you navigate your financial future with confidence.

Welcome to Anthony Barone: Primerica - Financial Services, your trusted partner in financial planning and wealth management, located at 475 East Main Street, Patchogue, New York. We are dedicated to helping individuals and families achieve financial security and independence through personalized financial strategies and solutions. At Anthony Barone: Primerica, we understand that every client has unique financial goals and challenges. Our experienced team of financial professionals is committed to providing tailored advice and comprehensive services that meet your specific needs. Whether you're planning for retirement, saving for education, or seeking investment opportunities, we offer a range of products and services to help you reach your financial objectives.

Welcome to E&R Tax and Business Services, Inc., your trusted partner for comprehensive accounting and financial solutions. Conveniently located at 197 East Main Street in the heart of Patchogue, New York, we are dedicated to serving individuals and businesses throughout the community with integrity and professionalism. At E&R Tax and Business Services, Inc., we understand that financial management can be complex and time-consuming. Our team of experienced professionals is committed to providing personalized services tailored to meet your unique needs. Whether you're an individual seeking assistance with tax preparation or a business owner looking for strategic financial planning, we have the expertise to help you achieve your goals.

Welcome to Austro Financial Services (New York) Inc. / Sucursal Patchogue, your trusted partner in financial solutions located in the heart of Patchogue, New York. Situated at 233 East Main Street, our branch is dedicated to providing exceptional financial services to individuals and businesses in the community and beyond. At Austro Financial Services, we understand that financial stability and growth are paramount to achieving your personal and professional goals. Our team of experienced financial advisors is committed to offering tailored solutions that meet your unique needs. Whether you're looking for investment advice, wealth management, retirement planning, or any other financial service, we are here to guide you every step of the way.

Long Island Financial Services Group is a reputable finance institution located at 629 Medford Avenue in Patchogue, New York. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking for investment advice, retirement planning, or assistance with managing your assets, we have the knowledge and experience to guide you every step of the way. Trust Long Island Financial Services Group to provide you with personalized solutions tailored to your unique financial needs.

Welcome to CGK Accounting Services, your trusted partner in navigating the complexities of accounting and finance. Located conveniently at 1 Hollow Oak Drive, East Patchogue, New York, we are dedicated to providing personalized, reliable, and affordable accounting services tailored to meet your unique needs. At CGK Accounting Services, we understand the importance of maintaining a healthy bottom line, especially when it comes to tax implications. Our goal is to ensure you keep as much of your hard-earned money as possible, particularly during tax season. We believe in proactive financial planning and management throughout the year, empowering you to achieve your financial goals with confidence.

Welcome to Long Island Financial, your trusted partner in accounting and finance solutions, conveniently located at 104 West Main Street, Patchogue, New York. With a commitment to excellence and a focus on personalized service, we cater to the diverse financial needs of individuals and businesses throughout the community. Our team of experienced professionals is dedicated to providing a comprehensive range of services, including tax preparation, bookkeeping, financial planning, and business consulting, all tailored to help you achieve your financial goals. Whether you're a small business owner seeking strategic advice or an individual needing assistance with personal finances, Long Island Financial is here to support you with integrity and expertise. Visit us today and discover how we can make a difference in your financial journey.

Welcome to the Patchogue Accounting Department, your trusted local government office dedicated to serving the financial and administrative needs of the Patchogue community. Conveniently located at 14 Baker Street, Patchogue, New York 11772, our department plays a vital role in ensuring the efficient management of public funds and resources. Our team of experienced professionals is committed to transparency, accountability, and excellence in financial reporting and budgeting. We work diligently to support the economic well-being of our community by providing accurate financial information and services to residents, businesses, and government entities. Whether you need assistance with municipal budgeting, financial audits, or general inquiries, the Patchogue Accounting Department is here to help. Visit us today to learn more about our services and how we can assist you.

Welcome to Allstate Personal Financial Representative: Brian Sexton, your trusted partner in financial planning and insurance services located at 440 Waverly Avenue, Patchogue, New York. We specialize in providing personalized financial solutions and comprehensive insurance coverage to meet the unique needs of our clients. Whether you’re looking to plan for retirement, secure your family’s future, or protect your valuable assets, Brian Sexton and his experienced team are committed to offering expert guidance and tailored strategies. Our goal is to help you navigate the complexities of financial management and insurance, ensuring peace of mind and financial security. Visit us today and discover how we can assist you in achieving your financial goals with confidence and clarity.

Welcome to ABG Services, Inc., your trusted partner in financial solutions, located at 50 Terry Street, Patchogue, New York. At ABG Services, we specialize in delivering comprehensive financial services tailored to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is dedicated to helping you navigate the complexities of finance with ease and confidence. Whether you are seeking personalized financial planning, investment strategies, tax preparation, or business consulting, ABG Services is here to guide you every step of the way. We pride ourselves on our commitment to excellence, integrity, and client satisfaction. Our goal is to empower you with the knowledge and tools necessary to achieve financial success and peace of mind.

Welcome to Edward Jones - Financial Advisor: Lily Kowasz, your trusted partner for financial planning and investment advice, conveniently located at 180 East Main Street, Patchogue, New York 11772. Our mission is to help you achieve your financial goals by offering personalized services tailored to your unique needs. At Edward Jones, we prioritize the privacy and security of your data. To learn more about how we use and protect your information, please visit our Privacy and Security page. We collect information to deliver personalized services, content, and offers, as well as to enhance our marketing, research efforts, and digital experiences.

Welcome to Edward Jones - Financial Advisor: Jo Bennett, ChFC®, your trusted partner in navigating your financial journey. Conveniently located at 180 East Main Street, Patchogue, New York, we are dedicated to serving the needs of our community with personalized financial advice and strategies. At Edward Jones, we understand the importance of planning for your financial future. Whether you're just starting out or looking to refine your strategy, our Starting Point tool is designed to help you take those crucial first steps. Additionally, our "My Priorities" quiz can assist you in identifying your financial goals, an essential component of building a comprehensive financial plan.

Welcome to Priority Insurance Services Inc., your trusted partner for comprehensive insurance solutions in Patchogue, New York. Conveniently located at 427 West Main Street, our independent insurance agency is renowned for delivering personalized and attentive service to the local community. We specialize in protecting your business assets with a wide range of commercial coverage options, including property, fleet vehicles, bonds, and more. Our offerings extend beyond business insurance. We provide extensive coverage for personal needs, including collision, property damage, and liability insurance, as well as protection against uninsured or underinsured drivers. Whether you're gearing up for your next adventure or safeguarding your home, our policies cover RVs, boats, golf carts, jet skis, ATVs, motorcycles, and various property types, including rental and vacant homes.

Welcome to Steve Klinzing - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Patchogue, New York. Conveniently located at 288 Waverly Avenue, just south of Sunrise Highway at the intersection of Waverly and Roe, our office is easily accessible and right across from 7-Eleven. At Steve Klinzing State Farm Agency, we pride ourselves on delivering outstanding customer service and personalized insurance plans to meet your unique needs. Our multilingual team, fluent in English, Spanish, and French, is dedicated to providing you with a seamless experience, whether you're looking for Auto, Homeowners, Life, Renters, or Condo Insurance. We also offer specialized coverage such as Personal Articles Policy, Personal Liability Umbrella Policy, and Business Insurance to help you grow your business in Holbrook and beyond.

Welcome to Jeffrey J. McAuley: Allstate Insurance, your trusted local insurance agency conveniently located at 440 Waverly Avenue, Patchogue, New York. We are committed to providing personalized insurance solutions to meet the unique needs of our community. Whether you're looking for auto, home, life, or business insurance, our experienced team is here to help you navigate the complexities of insurance coverage with ease and confidence. At Jeffrey J. McAuley: Allstate Insurance, we pride ourselves on delivering exceptional customer service and expert advice tailored to protect what matters most to you. Visit us today to experience the difference of working with a dedicated local insurance partner.

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 Gary Lombardo: Allstate Insurance, your trusted insurance agency located in the heart of Patchogue, New York. Situated at 1 South Ocean Avenue, we are proud to serve the vibrant community of Patchogue and the surrounding areas with comprehensive insurance solutions tailored to meet your unique needs. At Gary Lombardo: Allstate Insurance, we understand that life is full of uncertainties, and protecting what matters most to you is our top priority. Whether you are looking for auto, home, life, or business insurance, our experienced team is dedicated to providing you with personalized service and expert guidance every step of the way.

Welcome to Sunset Dental Care, your trusted partner in achieving and maintaining a healthy, beautiful smile for every member of your family. Conveniently located at 157 North Ocean Avenue in Patchogue, New York, our practice is dedicated to providing the highest quality of dental care in a warm and welcoming environment. Led by the skilled and experienced Dr. Oreste and Dr. Vieira, we offer a comprehensive range of services to meet all your dental needs. At Sunset Dental Care, we believe that building relationships based on trust is the cornerstone of our success. We take the time to get to know our patients, ensuring that each visit is a positive and engaging experience. Our professional team is committed to delivering precise, gentle treatment in an atmosphere that is both attentive and caring.

Bay Harbour Insurance Agency, Inc. is a licensed insurance agency located at 88 Waverly Avenue in Patchogue, New York. Specializing in insurance and financial solutions, we provide a range of services to meet our clients' needs. Our experienced team is knowledgeable in the four most common methods of insurance valuation, ensuring that our clients receive accurate and reliable coverage. Trust Bay Harbour Insurance Agency, Inc. for all your insurance needs in New York.

Welcome to Robert Donahue - State Farm Insurance Agent, your trusted local insurance agency located at 499-77 Sunrise Highway in the Gateway Plaza shopping center, Patchogue, New York. Whether you're stopping by after a visit to Dicks, Michaels, or Tropical Smoothie, our team is ready to assist you with all your insurance needs. We pride ourselves on providing exceptional value, discounts, and superior customer service. Our mission is to protect what matters most to you, from auto and home insurance to life insurance and beyond. Call or visit our office today for a complimentary quote on your auto insurance and discover why our customers love our dedicated team. As summer approaches, ensure your home is well-protected by reaching out to us for a policy review.

Welcome to Ken Kortright - State Farm Insurance Agent, your trusted insurance agency located at 224 East Main Street, Suite A, Patchogue, New York. Serving all of Nassau and Suffolk Counties, including Medford, Sayville, Blue Point, Moriches, and Coram, as well as the Five Boroughs and the entire State of New York, we are dedicated to providing personalized insurance solutions for individuals and businesses alike. With over 25 years of experience, Ken Kortright and his team are committed to helping you find the right insurance products to meet your needs. We offer a comprehensive range of insurance options, including Auto, Homeowners, Life, Renters, and Condo Insurance. For business owners, we provide specialized coverage such as Commercial Auto, Fire Insurance, Business Liability, and Worker's Compensation Insurance.

Specialized Insurance is a trusted insurance agency located at 204 Medford Avenue in Patchogue, New York. With over 20 years of experience, we represent all of the top rated insurance companies and carriers to provide you with the best policy at a competitive rate. Our knowledgeable staff of insurance professionals will work with you to find the right coverage for your specific needs. Whether you are an individual or a business owner, we can help ensure that you are not overpaying or underinsured. Contact us today for a fast and affordable quote.

Block Advisors is a trusted institution specializing in accounting and finance services, located at 108 West Main Street in Patchogue, New York. With a team of experienced professionals, they provide personalized financial solutions to help individuals and businesses navigate through complex tax and financial matters. Whether you need assistance with tax preparation, financial planning, or investment strategies, Block Advisors is dedicated to helping you achieve your financial goals. Visit their office in Patchogue for expert advice and reliable financial guidance.

Welcome to Vincent Salvatico: Allstate Insurance, your trusted local insurance agency located at 309 West Roe Boulevard, Patchogue, New York. We are dedicated to providing personalized insurance solutions that cater to the unique needs of individuals, families, and businesses in our community. With a commitment to exceptional customer service and a deep understanding of the diverse insurance landscape, we strive to offer peace of mind and financial security to all our clients. At Vincent Salvatico: Allstate Insurance, we offer a comprehensive range of insurance products, including auto, home, life, and business insurance, tailored to protect what matters most to you. Our experienced team is here to guide you through the complexities of insurance coverage, ensuring you find the right policy that fits your lifestyle and budget.

Welcome to Nissan 112, your premier destination for all your automotive needs in Patchogue, New York. Conveniently located at 730 Medford Avenue, we proudly serve the greater Long Island community with a comprehensive range of services. As a trusted car dealer, Nissan 112 offers an extensive inventory of new and pre-owned vehicles, ensuring you find the perfect match for your lifestyle and budget. Our knowledgeable and friendly sales team is here to guide you through every step of the car-buying process, providing expert advice and personalized service.

Welcome to Zelli & Associates, P.C., your trusted legal partner located in the heart of Patchogue, New York. Situated at 86 Medford Avenue, our firm is dedicated to providing exceptional legal services to individuals, families, and businesses in the community. With a commitment to integrity, professionalism, and personalized attention, our team of experienced attorneys specializes in a wide range of legal areas to meet your diverse needs. At Zelli & Associates, P.C., we understand that navigating the legal system can be daunting, which is why we prioritize clear communication and a client-centered approach. Whether you require assistance with family law, real estate transactions, estate planning, or business law, our knowledgeable attorneys are here to guide you every step of the way.