TOP 10 Financial security plans in Smithtown, NY
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Edward Jones - Financial Advisor: Frank E Carpentiere
● OpenEdward Jones - Financial Advisor: Frank E Carpentiere is a trusted financial institution located at 222 Middle Country Road in Smithtown, New York. As a dedicated financial advisor, Frank E Carpentiere provides personalized investment advice and 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 - Financial Advisor: Frank E Carpentiere is committed to helping clients navigate the complexities of the financial world and make informed decisions for their future. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Frank E Carpentiere is here to provide expert guidance every step of the way.
222 Middle Country Rd Suite 318, Smithtown, NY 11787, United States -
Long Island Tax and Planning Inc.
● OpenLong Island Tax and Planning Inc. is a finance institution located at 95 Smithtown Boulevard in Smithtown, New York, United States. Our firm is dedicated to handling all of your financial needs so you can focus on what truly matters. Our experienced team of accountants works with you year-round to implement tax-saving strategies and avoid last-minute tax planning. We also offer comprehensive bookkeeping services to keep your business running smoothly. At Long Island Tax and Planning Inc., you will work with a certified CPA to assess your financial situation and ensure you are paying the right amount of taxes. We also provide business valuations for mergers, acquisitions, and equity offerings. Our goal is to help you achieve your ideal lifestyle through strategic financial planning.
95 Smithtown Blvd, Smithtown, NY 11787, United States -
Capital Financial Planning
● OpenCapital Financial Planning is a leading finance institution located at 50 New York 111, Smithtown, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Capital Financial Planning to help you secure your financial future.
50 NY-111, Smithtown, NY 11787, United States -
Welikey Financial Planning Llc
● OpenWelikey Financial Planning LLC is a trusted finance institution located at 195 East Main Street in Smithtown, New York. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive planning services. Whether you are looking to save for retirement, invest for the future, or plan for major life events, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
195 E Main St, Smithtown, NY 11787, United States -
Main Street Financial Group
● OpenMain Street Financial Group is a leading finance institution located at 51 East Main Street in Smithtown, New York. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or secure a loan, Main Street Financial Group is here to help. Come visit us today and see how we can assist you in reaching your financial objectives.
51 E Main St, Smithtown, NY 11787, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 186 West Main Street in Smithtown, New York, United States. With a focus on providing comprehensive financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Their team of experienced advisors is dedicated to providing personalized guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Raymond James Financial Services is committed to helping you make informed decisions and secure your financial future.
186 W Main St, Smithtown, NY 11787, United States -
St. James Financial Services | Robert Bianco
● OpenSt. James Financial Services, led by Robert Bianco, is a reputable finance institution located at 116 Terry Road in Smithtown, New York. With a commitment to providing top-notch financial services, their team of experts offers personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, St. James Financial Services is dedicated to helping you secure a stable financial future. Trust in their expertise and experience for all your financial needs.
116 Terry Rd, Smithtown, NY 11787, United States -
Jovia Financial Credit Union
● OpenWelcome to Jovia Financial Credit Union, your trusted partner in financial services, conveniently located at 235 Smithtown Boulevard, Nesconset, New York 11767. As a leading provider in banking and financial solutions, we are dedicated to serving the diverse needs of our community with integrity and excellence. Our branch offers a comprehensive range of services including ATMs for easy access to your funds, personal and business banking solutions, loans, mortgages, and financial planning. At Jovia, we prioritize personalized service and innovative financial products to help you achieve your financial goals. Whether you're looking to open a new account, secure a loan, or simply need financial advice, our friendly and knowledgeable staff are here to assist you every step of the way. Visit us today and experience the Jovia difference, where your financial well-being is our top priority.
235 Smithtown Boulevard, Nesconset, New York 11767, United States -
Richard Bohner - Raymond James
● OpenRichard Bohner - Raymond James is a finance institution located at 186 West Main Street in Smithtown, New York. As a branch of Raymond James, a leading financial services firm, we offer a wide range of investment and wealth management services to help our clients achieve their financial goals. Our team of experienced financial advisors provides personalized guidance and expert advice to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, we are here to help. Visit us at our Smithtown location to learn more about how we can help you secure your financial future.
186 W Main St, Smithtown, NY 11787, United States -
American College Savers
● OpenAmerican College Savers is a renowned educational institution located at 199 East Main Street in Smithtown, New York. As a school and university, we are dedicated to helping students save for their college education through various financial planning and investment strategies. Our experienced team of advisors provides personalized guidance to help students and their families navigate the complicated world of college savings. With a focus on long-term financial security, American College Savers is committed to helping students achieve their academic goals without the burden of overwhelming student debt. Join us in preparing for a brighter future today.
199 E Main St A, Smithtown, NY 11787, United States -
Central Island Insurance Agency
● OpenCentral Island Insurance Agency is a reputable health insurance agency located at 287 Smithtown Boulevard in Nesconset, New York. With a focus on providing quality insurance solutions for individuals and families, Central Island Insurance Agency offers a range of health insurance options to meet the diverse needs of their clients. Whether you are looking for coverage for yourself or your loved ones, the experienced agents at Central Island Insurance Agency are dedicated to helping you find the right plan at a competitive price. Contact them today to learn more about their services and how they can assist you in securing the insurance coverage you need.
2060, 287 Smithtown Blvd A, Nesconset, NY 11767, United States -
Jeff Troiano: Allstate Insurance
● OpenJeff Troiano: Allstate Insurance is a trusted insurance agency located at 25 Manor Road in Smithtown, New York. With a commitment to providing top-notch customer service and comprehensive insurance solutions, Jeff Troiano and his team are dedicated to helping individuals and families protect what matters most. Whether you are in need of auto, home, life, or business insurance, you can count on Jeff Troiano: Allstate Insurance to provide personalized coverage options tailored to your specific needs. Contact them today to learn more about how they can help you secure peace of mind for the future.
25 Manor Rd, Smithtown, NY 11787, United States -
Joe Aguirre - State Farm Insurance Agent
● OpenJoe Aguirre - State Farm Insurance Agent is a trusted insurance agency located at 61 West Main Street in Smithtown, New York. Our dedicated team is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you protect what matters most. With a focus on exceptional customer service and competitive rates, Joe Aguirre - State Farm Insurance Agent is your go-to source for all your insurance needs in the Smithtown area. Contact us today for a free quote and see how we can help you secure a brighter, more secure future.
61 W Main St, Smithtown, NY 11787, United States -
James Winter - State Farm Insurance Agent
● OpenWelcome 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.
312 Lake Ave, St James, NY 11780, United States -
Bethpage Federal Credit Union
● OpenBethpage Federal Credit Union is a trusted financial institution located at 240 Middle Country Road in Smithtown, New York. As a full-service credit union, we offer a wide range of financial products and services to meet the needs of our members. Whether you're looking to open a savings account, apply for a loan, or access our convenient ATM services, we are here to help you achieve your financial goals. With a commitment to excellent customer service and competitive rates, Bethpage Federal Credit Union is the go-to destination for all your banking needs.
240 Middle Country Rd, Smithtown, NY 11787, United States -
Erin DeMeo - State Farm Insurance Agent
● OpenErin DeMeo - State Farm Insurance Agent is a trusted insurance agency located at 310 Commack Road, Commack, New York, United States. With over 30 years of experience, Erin DeMeo and her team have been providing personalized insurance solutions to the Metro New York area, with a focus on communities such as Commack, Dix Hills, Smithtown, East Northport, Hauppauge, Huntington, Huntington Station, Central Islip, and Brentwood. They offer a wide range of insurance products including auto, homeowners, renters, condominium, jewelry, boat, business, and life insurance. While online quotes are currently unavailable, you can call their office anytime for a customized auto insurance quote. Erin DeMeo and her team are dedicated to providing excellent customer service and are available 24/7 to assist you with your insurance needs. Whether you need to protect your family, assets, or plan for the future, they are here to help you navigate the complexities of insurance.
310 Commack Rd, Commack, NY 11725, United States -
International Benefits Group
● OpenInternational Benefits Group is a leading insurance agency located at 133 Paddington Circle in Smithtown, New York, United States. With a focus on providing comprehensive insurance solutions to individuals and businesses, our experienced team of professionals is dedicated to helping clients navigate the complex world of insurance. Whether you are looking for health, life, disability, or retirement insurance, we have the expertise and resources to tailor a plan that meets your specific needs. Trust International Benefits Group to provide you with the peace of mind and financial security you deserve.
133 Paddington Cir, Smithtown, NY 11787, United States -
Eghrari Wealth Training Law Firm
● OpenEghrari Wealth Training Law Firm, located at 50 Karl Avenue, Smithtown, New York, United States, is a trusted institution specializing in estate planning and asset protection. Our experienced team is dedicated to helping you secure your legacy and provide a solid financial future for your loved ones. With a well-drafted estate plan, you can ensure that your estate passes to whom you want, when you want, and is carried out according to your wishes. At Eghrari Law Firm, we have years of experience in creating trusts and protecting what matters most to you. Our goal is to provide you with the resources and information you need to make informed decisions about your family's future.
50 Karl Ave #202, Smithtown, NY 11787, United States -
Moxie Group
● OpenMoxie Group is a leading finance institution located at 308 West Main Street in Smithtown, New York. With a team of experienced professionals, Moxie Group provides a wide range of financial services to individuals and businesses. From investment management to financial planning, Moxie Group is dedicated to helping clients achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.
308 W Main St Suite 204, Smithtown, NY 11787, United States -
Synergy Wealth Strategies
● OpenSynergy Wealth Strategies is a leading finance and insurance agency located at 227 East Main Street in Smithtown, New York. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized solutions. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, we are here to provide expert guidance and support every step of the way. Visit us today to learn how Synergy Wealth Strategies can help you secure a brighter financial future.
227 E Main St, Smithtown, NY 11787, United States -
Quest Capital Management
● OpenQuest Capital Management is a reputable finance institution located at 23 Bellemeade Avenue in Smithtown, New York, United States. With a team of experienced financial professionals, Quest Capital Management offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Quest Capital Management provides personalized solutions tailored to your individual needs. Trustworthy and dedicated, the institution is committed to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future.
23 Bellemeade Ave, Smithtown, NY 11787, United States -
FDM Wealth Management
● OpenFDM Wealth Management is a premier financial institution located at 325 Jericho Turnpike in Smithtown, New York. Specializing in wealth management services, our experienced team of financial experts is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, FDM Wealth Management offers personalized solutions tailored to your individual needs. Trust us to provide sound financial advice and guidance to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards financial success.
325 Jericho Turnpike, Smithtown, NY 11787, United States -
Gladowsky Group
● OpenThe Gladowsky Group is a renowned institution located at 18 Manor Road in Smithtown, New York. Known for its commitment to excellence and innovation, the Gladowsky Group offers a wide range of services in the fields of business consulting, financial planning, and investment management. With a team of experienced professionals and a track record of success, the Gladowsky Group is dedicated to helping clients achieve their financial goals and secure their future. Whether you are a business owner looking to grow your company or an individual seeking to build wealth, the Gladowsky Group is here to provide expert guidance and support. Visit us today to learn more about how we can help you succeed.
18 Manor Rd, Smithtown, NY 11787, United States -
Delphi Group
● OpenThe Delphi Group is a finance institution located at 1034 West Jericho Turnpike in Smithtown, New York, United States. With a strong reputation for providing expert financial services, the Delphi Group offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the Delphi Group has a team of experienced professionals ready to assist you. Visit us today to learn more about how we can help you secure your financial future.
1034 W Jericho Turnpike, Smithtown, NY 11787, United States -
Hendel Wealth Management Group
● OpenHendel Wealth Management Group is a leading financial institution located at 95 Smithtown Boulevard in Smithtown, New York, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers expert guidance in investment strategies, retirement planning, estate planning, and more. With a focus on building long-term relationships based on trust and integrity, we are committed to helping our clients secure their financial future. Contact us today to learn more about how Hendel Wealth Management Group can help you reach your financial objectives.
95 Smithtown Blvd, Smithtown, NY 11787, United States -
Robert F. Notarfrancesco - Wilmington Advisors @ M&T
● OpenRobert F. Notarfrancesco - Wilmington Advisors @ M&T is a reputable finance institution located at 1 East Main Street in Smithtown, New York, United States. With a team of experienced financial advisors, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, or estate planning, the experts at Robert F. Notarfrancesco - Wilmington Advisors @ M&T are dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, this institution is committed to helping you secure a stable financial future.
1 E Main St, Smithtown, NY 11787, United States -
Citi Personal Wealth Management
● OpenCiti Personal Wealth Management is a finance institution located at 18 East Main Street in Smithtown, New York, United States. Our dedicated team of financial experts provides personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help you every step of the way. Trust Citi Personal Wealth Management to provide you with the guidance and expertise you need to secure your financial future.
18 E Main St, Smithtown, NY 11787, United States -
Ken Higgins, CPA
● OpenKen Higgins, CPA is a reputable accounting and finance institution located at 64 Smithtown Boulevard in Smithtown, New York, United States. Our firm offers a wide range of services to assist individuals and businesses with all their financial needs. From accounting services such as receivables, payables, and payroll management, to tax planning and compliance, we are here to help you navigate the complex world of finances. With over 15 years of experience as a CPA, Ken Higgins has the expertise and knowledge to guide you towards financial success. Our firm stays up-to-date on federal, state, and local tax laws to ensure that our clients can minimize tax liabilities both now and in the future.
64 Smithtown Blvd, Smithtown, NY 11787, United States -
Andreoli Law Group, P.C.
● OpenWelcome to Andreoli Law Group, P.C., your trusted partner for elder law and estate planning in Islandia, New York. Conveniently located at 1777 Veterans Memorial Highway, our dedicated team is committed to providing you with comprehensive legal services that cater to your unique needs. At Andreoli Law Group, we specialize in helping you secure government benefits for long-term care services, ensuring your assets are distributed according to your wishes, and guiding you through the Surrogate’s Court process when a loved one has passed. Our experienced attorneys are available to assist you not only in Suffolk County, including our Westhampton Beach location, but also in Nassau, Queens, Kings, New York, Richmond, and Westchester Counties.
1777 Veterans Memorial Highway, Islandia, New York 11749, United States -
Law Office of Ronald D. Weiss, P.C.
● OpenWelcome to the Law Office of Ronald D. Weiss, P.C. Located at 80 Orville Drive, Bohemia, New York 11716, the Law Office of Ronald D. Weiss, P.C. is dedicated to providing comprehensive financial legal services to individuals and businesses in the greater Long Island and New York area. With over three decades of experience, our firm specializes in a wide range of financial legal matters including bankruptcy, foreclosure defense, and debt negotiation.
80 Orville Drive, Bohemia, New York 11716, United States
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