TOP 30 Financial services near my location in setauket east setauket in New York

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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.

Anthony C. Barone, a financial advisor at Ameriprise Financial Services, LLC located at 100 South Jersey Avenue, Setauket- East Setauket, New York, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as needed, clients can track their financial journey securely from any device. By scheduling a complimentary initial consultation, clients can explore how Anthony C. Barone can help them achieve their financial aspirations. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC provides investment products and services with a focus on client relationships and financial planning concepts. With a commitment to privacy and security, Anthony C. Barone looks forward to assisting friends and family members in reaching their financial goals.

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 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 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: Eliel H Pimentel, CFP® is a trusted financial institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York. As a Certified Financial Planner, Eliel Pimentel provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert advice, Edward Jones is dedicated to helping individuals and families secure their financial futures. Visit us today to learn how we can help you plan for a secure financial future.

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.

Brian Knust - Ramsey Financial Coach is a renowned institution located in Setauket- East Setauket, New York, United States. Specializing in finance and health, this institution offers expert financial coaching services to help individuals achieve their financial goals and improve their overall financial well-being. With a focus on the principles taught by financial guru Dave Ramsey, Brian Knust provides personalized guidance and practical strategies to help clients take control of their finances, reduce debt, and build wealth for the future. Located at 248 Route 25A, this institution is dedicated to empowering individuals to make informed financial decisions and live a healthier financial life.

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.

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 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.

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.

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.

Welcome to the United States Postal Service (USPS) located at 101 Main Street, Setauket-East Setauket, New York 11733. As a cornerstone of the community, our post office is dedicated to providing reliable and efficient mail and shipping services to residents and businesses in the area. Whether you need to send a package across the country, purchase postage for your correspondence, or access financial services such as money orders, our friendly and knowledgeable staff are here to assist you. We pride ourselves on our commitment to customer satisfaction and our role in connecting people and businesses locally and globally. Visit us today for all your postal and financial service needs, and experience the trusted service of the United States Postal Service.

Welcome to the United States Postal Service located at 450 New York 25A, Setauket-East Setauket, New York. Serving the community with dedication and efficiency, our office is your reliable partner for all postal and financial service needs. As a key local government office, we provide a comprehensive range of services including mail and package delivery, postage sales, and P.O. Box rentals. Additionally, our knowledgeable staff is available to assist with money orders and other essential financial transactions. Committed to excellence, the Setauket-East Setauket USPS branch ensures that your mailing and logistical needs are met with professionalism and care. Visit us today to experience the trusted service that has been connecting communities for generations.

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.

RVPII Consulting, Inc. is a finance institution located at 286 Main Street, Setauket- East Setauket, New York, United States. Specializing in family, business, and real estate financial consulting, RVPII Consulting is dedicated to helping clients achieve greater prosperity through comprehensive financial planning services. Our team of financial consultants work closely with clients to develop customized strategies and plans to strengthen their financial futures. We prioritize honesty and integrity, building personal relationships with clients based on transparency and accountability. For working families, we create personalized financial plans to help achieve short-term, long-term, and retirement goals. For business owners, we develop strategic plans to enhance financial foundations. And for real estate investors, we create and execute comprehensive strategies to guide them to success. Our expertise allows us to create strategic financial plans that align with our clients' best interests, helping them reach their financial goals.

Merrill Edge is a finance institution located at 15 Bennetts Road, Setauket- East Setauket, New York, United States. They offer online investing, trading, brokerage, and advice services. With Merrill Guided Investing, you can start investing with $0 in program fees for the first 6 months. They provide a broad range of brokerage, investment advisory, and other financial services. Investing in securities involves risks, and there is always the potential of losing money. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a wholly owned subsidiary of BofA Corp. Additional information about their services and fees can be found in their Client Relationship Summary. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC.

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, 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.

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.

Raupp Law, P.C. is a trusted institution located at 9 Carlton Avenue in Setauket- East Setauket, New York. Specializing in estate planning, Medicaid applications, estate administration, guardianship petitions, real estate transactions, and business formation, Raupp Law, P.C. is dedicated to protecting your assets and ensuring your future financial security. With over 8 years of experience, Amy, the founder of Raupp Law, P.C., offers personalized services at reasonable rates. Whether you need a basic will or assistance with complex trust planning, Raupp Law, P.C. is here to help. Schedule a free consultation or in-home appointment today to start planning for your future.

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.

Billy Williams - State Farm Insurance Agent is a well-established insurance agency located at 218 Main Street in Setauket- East Setauket, New York, United States. With over 20 years of experience as a State Farm Agent, Billy Williams has been serving the Suffolk County community with dedication and commitment. As a member of the local Fire Department and Fire Commissioner in Setauket, Billy is deeply involved in helping and protecting the community. Additionally, he has been the Past President of the Three Village Kiwanis Club and an active member of the Chamber of Commerce. At Billy Williams - State Farm Insurance Agent, the team is dedicated to helping customers protect their loved ones and achieve their dreams while safeguarding against the unexpected. Specializing in Auto Insurance, Home Insurance, Life Insurance, and Business Insurance, the agency serves customers throughout New York, including Long Island, Westchester County, and the five boroughs.

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 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 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.

Island Federal Credit Union is a trusted financial institution located at 430 Route 25A in Setauket- East Setauket, New York, United States. As a full-service credit union, we offer a wide range of financial services including ATM access, loans, savings accounts, and more. Our dedicated team is committed to providing personalized and convenient banking solutions to our members. Visit us today to experience the difference of banking with Island Federal Credit Union.

Evolve Bank & Trust Home Loan Center is a leading financial institution located at 175 Route 25A in Setauket-East Setauket, New York. Specializing in home loans, this institution offers a wide range of financial products and services to help individuals and families achieve their dream of homeownership. With a team of experienced professionals, Evolve Bank & Trust Home Loan Center provides personalized assistance and guidance throughout the loan application process. Whether you are a first-time homebuyer or looking to refinance your current mortgage, this institution is dedicated to helping you find the right financial solution for your needs. Trust Evolve Bank & Trust Home Loan Center for all your home financing needs.

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.