TOP 30 Financial planning services usa in Saint James, New York

24 results found

Edward Jones - Financial Advisor: Scott R Posner, CFP® is a reputable financial institution located at 542 North Country Road in Saint James, New York. As a Certified Financial Planner, Scott R Posner provides expert financial advice and guidance to clients looking to secure their financial futures. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Scott R Posner and the team at Edward Jones are committed to providing the highest level of professionalism and expertise in the finance industry.

Edward Jones - Financial Advisor: Johnson C Uwamanzu-Nna is a trusted financial institution located at 542 North Country Road in Saint James, New York. As a dedicated financial advisor, Johnson C Uwamanzu-Nna provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services including retirement planning, investment management, and wealth management. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Johnson C Uwamanzu-Nna is committed to helping you navigate the complex world of finance with confidence and peace of mind.

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.

Welcome to Edward Jones - Financial Advisor: Roodmy Cesar, your trusted partner in navigating the path to financial success. Conveniently located at 542 North Country Road, Saint James, New York, our office is dedicated to providing personalized financial advice and services tailored to meet your unique needs. At Edward Jones, we understand the importance of planning for your financial future. Our comprehensive suite of tools and resources, including the Starting Point tool and the "My Priorities" quiz, are designed to help you identify and achieve your financial goals. Whether you're planning for retirement, saving for education, or looking to grow your investments, we're here to guide you every step of the way.

Welcome to Allstate Personal Financial Representative: Nathan Lemberg, your trusted partner in financial planning and insurance solutions located in the heart of Saint James, New York. Situated at 872 Middle Country Road, our office is dedicated to serving the diverse financial needs of individuals and families in the community. Led by Nathan Lemberg, a seasoned professional in the finance and insurance industry, we specialize in providing personalized financial advice and comprehensive insurance coverage tailored to your unique needs. Whether you're looking to protect your family's future, plan for retirement, or secure your assets, Nathan and his team are committed to delivering expert guidance and exceptional service.

Welcome to the Society of Saint Vincent de Paul, St. James Conference, located at 429 New York 25A, Setauket-East Setauket, New York. As a dedicated place of worship and a 501(c)(3) nonprofit organization, we are committed to serving the spiritual and material needs of the Three Village Community. Our mission is to provide support and assistance to individuals and families facing financial hardship, helping them overcome life's challenges with dignity and compassion. At our church, you will find a welcoming environment where faith and charity come together to make a positive impact. Join us in our efforts to uplift and empower those in need.

The Center for Professional Development and Communication (CPDC) is a prestigious university located in Saint James, New York, United States. Our institution is dedicated to providing students with top-notch education and practical skills to excel in their chosen fields. With a focus on professional development and effective communication, CPDC offers a wide range of programs and courses to help students reach their full potential. Our experienced faculty and staff are committed to fostering a supportive learning environment where students can thrive academically and personally. Join us at CPDC and take the first step towards a successful and fulfilling career.

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.

Christian Gregory: Allstate Insurance is a trusted insurance agency located at 872 Middle Country Road in Saint James, New York. With a focus on providing exceptional customer service and personalized insurance solutions, our team is dedicated to helping individuals and families protect what matters most. Whether you're in need of auto, home, life, or business insurance, we are here to help you find the coverage that best fits your needs. Contact us today to learn more about our services and how we can help you secure peace of mind for the future.

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.

Joseph A. Sgroi, CPA is a reputable accounting and finance institution located at 320 Lake Avenue in Saint James, New York, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and auditing. Clients can trust Joseph A. Sgroi, CPA to provide accurate and reliable financial advice to help them achieve their goals.

Welcome to Burns Motor Company Pre-Owned Super Store, your premier destination for quality pre-owned vehicles in Saint James, New York. Conveniently located at 720 Middle Country Road, we are dedicated to providing our customers with an exceptional car-buying experience. As a leading car dealer in the area, we offer an extensive selection of meticulously inspected, high-quality pre-owned cars, trucks, and SUVs to suit every lifestyle and budget. At Burns Motor Company, customer satisfaction is our top priority. Our friendly and knowledgeable sales team is committed to helping you find the perfect vehicle that meets your needs. Whether you're looking for a reliable sedan for your daily commute, a spacious SUV for family adventures, or a rugged truck for work, we have something for everyone.

Welcome to Long Island Auto Consulting, your trusted partner in automotive financing solutions. Conveniently located at 931 Middle Country Road, Saint James, New York, we specialize in providing personalized financial guidance to help you navigate the complexities of auto financing. Our dedicated team of experts is committed to offering tailored advice and a wide range of financing options to suit your unique needs. Whether you're purchasing a new vehicle or refinancing an existing loan, we strive to make the process seamless and stress-free. At Long Island Auto Consulting, your financial well-being is our priority. Visit us today and experience exceptional service that drives your automotive dreams forward.

Welcome to Daniel K Kwan, your trusted partner in accounting and finance located in the heart of Manhattan, New York. Situated at 56 Saint James Place, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of both individuals and businesses. With a commitment to excellence and a keen eye for detail, our team of experienced professionals offers a comprehensive range of services including bookkeeping, tax preparation, financial planning, and business consulting. At Daniel K Kwan, we understand the complexities of the financial world and are here to help you navigate through them with confidence and ease. Our personalized approach ensures that we fully understand your financial goals and challenges, allowing us to craft customized solutions that drive success. Whether you're a small business owner seeking strategic advice or an individual looking to optimize your tax returns, we are here to support you every step of the way.

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.