Financial services offers in Smithtown, New York

Welcome to Smithtown Nissan, your trusted automotive partner located at 926 Middle Country Road, Saint James, New York 11780. As a premier car dealership, we are proud to serve the community with an extensive selection of new and pre-owned Nissan vehicles, ensuring you find the perfect car to fit your lifestyle and budget. At Smithtown Nissan, our commitment goes beyond just selling cars. Our expert service department is equipped to handle all your vehicle maintenance and repair needs, keeping your car running smoothly and efficiently. Whether it's routine maintenance or more significant repairs, our skilled technicians use the latest technology and genuine Nissan parts to ensure the highest quality service.

BGR Insurance Services is a reputable insurance agency located at 22 Lawrence Avenue in Smithtown, New York. With a focus on providing top-notch insurance services to clients in the United States, BGR Insurance Services offers a wide range of insurance products tailored to meet the unique needs of individuals and businesses. Whether you are looking for home, auto, life, or commercial insurance, the experienced team at BGR Insurance Services is dedicated to helping you find the best coverage at competitive rates. Contact them today to discuss your insurance needs and receive personalized assistance from their knowledgeable staff.

Merrill Lynch Financial Advisor Gerald Slattery is located at 50 New York 111, Village of the Branch, New York, United States. Gerry is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Plan Fiduciary Advisor (CPFA) certification. Gerry graduated Magna cum Laude from the New York Institute of Technology in 1988 with a B.S. in Business Administration. At Merrill Lynch Wealth Management, Gerry focuses on building personalized plans centered on your goals and what you want to achieve. He believes in understanding your aspirations and priorities, whether it's transferring wealth to the next generation, pursuing your passions, or planning for future expenses like healthcare or education. By utilizing the Investment Personality Assessment, Gerry can tailor a financial approach that aligns with your investing preferences and goals.

ATAX in Smithtown, NY is a trusted institution located at 47 West Main Street, offering top-notch accounting and finance services to individuals and businesses in the New York area. With a team of experienced professionals, ATAX is dedicated to providing expert financial guidance and support to help clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, ATAX is committed to delivering personalized solutions tailored to meet your specific needs. Visit ATAX in Smithtown today and experience the difference that expert financial advice can make in your life.

Bank of America in Smithtown, New York is a trusted financial institution offering a wide range of banking and financial services. Conveniently located at 31 New York 111, this branch provides drive-thru services for quick and easy transactions. Whether you need to deposit a check, withdraw cash, or speak with a financial advisor, Bank of America is here to help. With a commitment to customer service and financial expertise, Bank of America is a reliable choice for all your banking needs.

Welcome to the United States Postal Service located at 226 Smithtown Boulevard, Nesconset, New York 11767. As a cornerstone of the community, our post office is dedicated to providing a comprehensive range of postal and financial services to meet your needs. Whether you're sending a letter across town or a package across the globe, our friendly staff is here to ensure your mail reaches its destination safely and efficiently. In addition to our traditional mailing services, we offer a variety of financial services designed to simplify your day-to-day transactions. From money orders to postal banking solutions, we are committed to delivering reliable and convenient services to our valued customers.

Welcome 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.

Raymond 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.

Merrill Lynch Financial Advisor James M Gaughran is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. James Gaughran can assist in creating a flexible strategy tailored to your unique goals and needs, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, James Gaughran and his team are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, James Gaughran believes in helping clients pursue their financial goals through thoughtful conversations and customized financial approaches. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, James Gaughran can help clients refine their investing preferences and create a plan centered on their aspirations. Through ongoing communication and adjustments to the financial approach, James Gaughran aims to help clients stay on track towards achieving their goals. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, James Gaughran is committed to helping clients navigate the complexities of the financial markets and make informed decisions. With a focus on understanding each client's unique needs and priorities, James Gaughran offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Financial Advisor Andrew M Gergel is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. They prioritize building relationships with clients through meaningful conversations to identify and prioritize financial goals. By listening to clients' needs and aspirations, they customize financial approaches to help achieve personal goals such as wealth transfer, retirement planning, education funding, and more. Utilizing research in behavioral finance, Merrill offers an Investment Personality Assessment to better understand clients' investing preferences. This assessment helps tailor financial approaches to align with individual goals and priorities. The institution believes in adapting financial plans as clients' lives and goals evolve, ensuring that their approach remains relevant and effective.

Merrill Lynch Financial Advisor Tiffany S Diaz is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. Tiffany S Diaz has extensive experience in helping executives manage concentrated stock positions, navigate important transition events like retirement or inheritance, and provide access to Bank of America Private Bank trust and estate planning services. The institution offers personalized financial planning services, focusing on your goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. As your needs change, they are committed to adjusting your financial plan accordingly. By working closely with you and understanding your aspirations, they can help you manage, grow, and preserve your wealth. The institution emphasizes the importance of staying on track to achieve your financial goals, regardless of market fluctuations. With access to the investment insights of Merrill and banking solutions from Bank of America, they can help address your financial needs effectively. Tiffany Diaz is registered to do business in several states and offers personalized investment strategies tailored to your unique needs. Investing involves risks, and it's essential to consult legal and tax advisors before making financial decisions. Merrill Lynch Financial Advisor Tiffany S Diaz is committed to helping you live your best financial life and achieve your goals.

Merrill Lynch Financial Advisor Gregg A Marano is a finance institution located at 50 New York 111, Smithtown, New York, United States. The team at Merrill Lynch is dedicated to understanding your values and helping you achieve your financial goals. They offer personalized one-on-one conversations to get to know you and your family's needs, focusing on both your current life goals and planning for your legacy. Gregg Marano, a Senior Vice President and Financial Advisor at Merrill Lynch, has a wealth of experience and certifications in the financial industry. He has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in 2023. With a background in portfolio construction, retirement planning, and business transition, Gregg and his team use Merrill's global resources to provide strategic recommendations tailored to high net-worth clients and business owners.

Merrill Lynch Financial Advisor Brian Slattery, located at 50 New York 111, Smithtown, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. The team at Merrill Lynch shares a common goal of helping clients pursue their personal planning strategies, whether it's funding their children's educations, ensuring income lasts through retirement, or managing the transfer of wealth to the next generation. By providing timely insights on market trends and global economy, the institution aims to help clients stay on track towards their financial goals. With a focus on simplicity and transparency, the team at Merrill Lynch strives to make the often intimidating task of financial planning an exciting journey towards reaching financial objectives. Through personalized conversations and financial assessments, Merrill Lynch helps clients develop a customized financial approach to address their specific needs and goals. Whether it's planning for retirement, saving for a home, or funding a child's education, Merrill Lynch provides access to the investment insights and banking capabilities needed to make informed decisions. With a focus on understanding clients' goals and priorities, Merrill Lynch aims to bring fresh perspectives to their financial lives and help them achieve success in reaching their goals.

Merrill Lynch Financial Advisor Bruce Huggins is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. With a focus on managing your wealth by understanding your full financial picture, Bruce Huggins can create personalized strategies to navigate changing market conditions. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, he can help you pursue your financial goals through personalized wealth management strategies. Bruce Huggins follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, he can help build and document a personalized plan centered on your goals. By focusing on what matters most to you - family, goals, and priorities - Bruce Huggins aims to help you achieve your financial aspirations.

St. 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.

Palmer Financial is a finance institution located at 199 East Main Street, Smithtown, New York, United States. Our goal is to help you take a proactive approach to your personal financial situation and make sound decisions for your future. We specialize in investing, retirement planning, estate planning, and wealth preservation. Our customizable planning approach and dedicated support will help you pursue your financial goals with confidence. We offer insights from Wells Fargo Investment Institute to help you navigate the economy, equities, fixed income, real assets, and alternative investments. Please note that by clicking on any external links, you will be leaving the Wells Fargo website and entering a third-party site. It is important to review the third-party's policies and terms to understand how your information may be collected and maintained. Let us help you create and manage a successful retirement plan tailored to your unique needs and goals.

Welcome to AJS Bookkeeping Services Inc. Located at 25 New York 111, Smithtown, New York 11787, AJS Bookkeeping Services Inc. is your trusted partner in accounting and finance. With deep roots in New York, our passion for the hospitality industry drives us to deliver unparalleled bookkeeping services, ensuring your business thrives in this dynamic city.

Welcome to American Financial Resources, Inc., your trusted partner in financial solutions, conveniently located at 91 Maple Avenue, Smithtown, New York. We offer a comprehensive range of services tailored to meet your banking, finance, and real estate needs. Whether you're looking for a reliable ATM, personalized banking services, expert financial advice, or guidance in navigating the real estate market, our dedicated team is here to assist you every step of the way. At American Financial Resources, Inc., we pride ourselves on delivering exceptional customer service and innovative solutions to help you achieve your financial goals. Visit us today and experience the difference of working with a local business committed to your success.

Welcome to ATM at Smithtown Mobil, your convenient and reliable financial service provider located in the heart of Smithtown, New York. Situated at 819 West Jericho Turnpike, our ATM offers easy access to your banking needs, ensuring you can manage your finances effortlessly while on the go. Whether you need to withdraw cash, check your balance, or perform other essential transactions, our state-of-the-art ATM provides quick and secure services 24/7. Visit us today at Smithtown Mobil for a seamless banking experience tailored to fit your busy lifestyle.

Welcome to Maximus Financial, your trusted insurance agency located at 207 Smithtown Boulevard, Nesconset, New York 11767. At Maximus Financial, we are committed to providing personalized insurance solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to helping you navigate the complexities of insurance and investment services with confidence and ease. As an esteemed partner of Cetera Advisor Networks LLC, a member of FINRA and SIPC, we offer a wide range of securities and advisory services. Cetera Advisor Networks LLC operates under separate ownership, ensuring that our clients receive objective and unbiased advice. Our offerings include brokerage services with transaction-based compensation, investment advisory services with asset-based fees, or a combination of both, depending on your preferences and financial goals.

Erin 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.

Silver Bay Lending is a reputable finance institution located at 11 Redwood Lane in Smithtown, New York. We offer a wide range of lending services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you need a loan for a new home, a car, or to grow your business, Silver Bay Lending is here to help. Visit us today to learn more about our competitive rates and flexible terms.

Welcome to the offices of Dr. Christopher Amen, conveniently located at 994 West Jericho Turnpike, Smithtown, New York. We specialize in providing state-of-the-art and personalized healthcare solutions to meet your unique needs. Our practice, in collaboration with Dr. Timothy Groth, is dedicated to transforming lives through advanced spinal stimulation, multidisciplinary pain management, and chiropractic care. At Dr. Amen's office, we understand the urgency of pain relief and the importance of improving your quality of life. Our team is committed to delivering the highest quality of care with a focus on a comfortable and compassionate patient experience. We are fully equipped to perform advanced procedures right in our office, ensuring you get the care you need without unnecessary delays.

Ronald S. Cook, Attorney at Law is a reputable institution located at 222 East Main Street, Smithtown, New York, United States. Specializing in accounting, finance, and legal services, Attorney Cook has decades of experience in handling bankruptcy cases and assisting individuals and businesses facing financial hardship. With expertise in debt settlement, the firm can protect clients from wage garnishment and provide relief from overwhelming debt. The firm also offers assistance in defending against foreclosures, providing a lifeline for those facing the loss of their homes. With five advanced degrees and over 25 years of experience, Attorney Cook is a trusted legal professional known for his commitment to clients and successful outcomes.

Lynne Barnhardt - State Farm Insurance Agent is a trusted insurance agency conveniently located at 58 North Country Road in Smithtown, New York. With over 33 years of experience serving the community, Lynne and her team are dedicated to assessing your insurance needs and providing the coverage you require to protect your loved ones and assets. Lynne is actively involved in the Smithtown community and holds various accolades from State Farm for her exceptional service. The agency specializes in Auto Insurance, Home and Renters Insurance, Life Insurance, and Commercial Auto and Business Insurance. Whether you need to review your current policies or create a disaster plan for your business, Lynne Barnhardt - State Farm Insurance Agent is here to help. With a focus on friendly and knowledgeable service, the team looks forward to servicing all your insurance needs. Contact them today to learn more about their offerings and how they can assist you in managing the risks of everyday life.

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.

Zachary Millian: Allstate Insurance is a trusted insurance agency located at 360 Jericho Turnpike in Smithtown, New York. With a focus on providing personalized insurance solutions to meet the unique needs of each client, Zachary Millian and his team are dedicated to helping individuals and families protect what matters most. Whether you are looking for auto, home, life, or business insurance, you can count on Zachary Millian: Allstate Insurance to provide expert guidance and exceptional customer service. Contact them today to learn more about their comprehensive insurance offerings.

Welcome to Jennifer O'Brien - State Farm Insurance Agent, located at 550 Smithtown Bypass in Smithtown, New York, United States. Our insurance agency is conveniently situated in the Chik-Fil-A shopping center on the newly renovated 2nd floor office suites. At Jennifer O'Brien State Farm Agency, we are dedicated to providing personalized service to meet your specific insurance needs. Our goal is to offer exceptional service and build lasting relationships with our customers. As your local State Farm Agent, I am committed to serving you, your family, and our community with care, responsiveness, and a friendly smile.

NotchBooks is a reputable institution located at 34 East Main Street in Smithtown, New York, United States. Specializing in accounting and finance, NotchBooks offers a wide range of services to help individuals and businesses manage their financial affairs effectively. With a team of experienced professionals, NotchBooks is dedicated to providing top-notch financial solutions and guidance to ensure financial success and stability. Whether you need assistance with bookkeeping, tax preparation, or financial planning, NotchBooks is the go-to institution for all your accounting and finance needs.

Welcome to Prestige Home Buyers, your trusted partner in selling your home quickly and hassle-free! Located at 198 Charter Oaks Avenue, Brentwood, New York, we specialize in providing homeowners across Long Island with a seamless and stress-free way to sell their properties for cash. At Prestige Home Buyers, we believe in empowering you to sell on your terms. Our process is designed to eliminate the traditional headaches associated with selling a home. We buy houses in any condition, and you don’t even need to clean or make repairs. Say goodbye to commissions, fees, and lengthy waiting periods. With us, you can get a no-obligation cash offer and close the deal in as little as five days!