TOP 10 Individual financial assistance in Southampton, New York

Morgan Legal Group | Trusts & Estate Planning Southampton NY Welcome to Morgan Legal Group, your trusted partner in comprehensive estate planning and trusts services located at 33 Flying Point Road, Southampton, New York. As a specialized law firm, we are dedicated to addressing each client’s unique needs with personalized attention and expert guidance.

Welcome to Rocco A. Carriero Wealth Partners, a trusted provider of financial services located at 640 Johnson Avenue, Bohemia, New York. As part of Ameriprise Financial Services, LLC, we are committed to helping you navigate your financial journey with confidence and clarity. Our team of experienced financial advisors is individually registered and well-equipped to serve clients across various U.S. states. To learn more about our advisors' qualifications, please visit their personal websites or consult FINRA’s BrokerCheck. At Rocco A. Carriero Wealth Partners, we understand that your financial goals are unique. That's why we invite you to meet with us to discuss what's most important to you. During our initial consultation, we will provide an overview of financial planning concepts tailored to your needs. Please note that this session does not include written analysis or specific recommendations.

Welcome to Merrill Lynch Financial Advisor Mary C. Barty Scheurer, located at 57 Hampton Road, Southampton, New York 11968. As a dedicated financial advisor, Mary C. Barty Scheurer is committed to helping you navigate the complexities of finance and investment. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we provide the tools and insights you need to pursue your financial goals. At our Southampton office, we understand that every client is unique. Whether you have a clear financial strategy or are just beginning to plan for the future, we tailor our services to meet your individual needs. Our approach is about more than just managing money; it’s about understanding your plans, hopes, dreams, and goals. We work closely with you to adapt to changing goals, evolving family situations, and new commitments.

Welcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.

Welcome to Merrill Lynch Financial Advisor Kevin P Dehler, your trusted partner in wealth management located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor with access to an expansive array of investment solutions from Merrill and banking products from Bank of America, Kevin P Dehler is committed to helping you navigate the complexities of today’s financial landscape. Understanding that managing your wealth begins with a comprehensive understanding of your unique financial picture, Kevin offers personalized strategies that align with what matters most to you. By leveraging timely insights on market trends and the global economy, he aims to keep you informed and on track towards your financial goals.

Welcome to Merrill Lynch Financial Advisor Gregory C. Mallgraf's office, located at 57 Hampton Road, Southampton, New York. With over 20 years of experience in the financial services industry, Greg joined Merrill Lynch Wealth Management in 2008 and is dedicated to providing personalized and disciplined investment management strategies for individuals and families. As the Senior Resident Director of the Southampton branch and a Wealth Management Advisor with the Martorana-Mallgraf Group, Greg is committed to understanding your unique financial needs and goals. At Merrill Lynch, we offer access to a wide range of investment solutions and banking products from Bank of America. With timely insights into market trends and the global economy, Greg helps you stay on track with your financial objectives. Our approach focuses on connecting your life and finances, providing fresh perspectives to help turn your goals into reality.

Welcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.

Welcome to Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC, where we are committed to providing exceptional financial advisory services tailored to your unique needs. Located at 1673 County Road 39, Southampton, New York, our team is dedicated to helping you achieve your financial goals with confidence and clarity. Our expertise is backed by a range of prestigious certifications, ensuring that we deliver the highest standard of financial planning and advice. Our advisor holds the AAMS™ (Accredited Asset Management Specialist™) certification, which emphasizes a strong ethical foundation and proficiency in asset management, investment strategies, estate planning, and more. We also offer specialized services for domestic partners, retirees, and small business owners, thanks to our ADPA™ (Accredited Domestic Partnership Advisor™) and AWMA℠ (Accredited Wealth Management Advisor℠) designations.

Welcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.

Welcome to Peter Kern - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. As a dedicated financial advisor, I am committed to helping you achieve your financial goals, whether they include retirement planning, education funding, or major purchases like a second home. At Peter Kern - Financial Advisor, we start by understanding what matters most to you. I provide personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our approach involves documenting your objectives, meeting regularly to review and analyze your progress, and adjusting strategies as your life evolves. You can access your investments and accounts anytime, from any device, to track your progress safely and securely.

Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Meredith Diamond - Financial Advisor, located at 1673 County Road 39, Southampton, New York. With a commitment to providing exceptional financial guidance, our firm is dedicated to helping you achieve your financial goals through personalized strategies and expert advice.

Welcome to Christian Greco - Financial Advisor at Ameriprise Financial Services, LLC, where your financial goals are our priority. Located at 1673 County Road 39, Southampton, New York, we are dedicated to helping you achieve a more confident financial future. Whether you're planning for retirement, saving for education, or considering a significant purchase like a second home, we provide personalized investment, asset allocation, and portfolio recommendations tailored to your unique goals and risk tolerance. Our approach begins with understanding what matters most to you. We document your objectives, meet regularly to review and analyze your progress, and adjust your strategy as your life evolves. With secure, anytime access from any device, you can track your investments and progress toward your goals, and share information with us safely.

Welcome to Bryan Durso - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. As a dedicated financial advisor, I am committed to helping you achieve your financial goals, whether they involve planning for retirement, funding education, or making significant purchases like a second home. At our initial complimentary consultation, we will discuss what's most important to you and outline how we can work together to meet your objectives. I provide personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Together, we'll document your goals, regularly review and analyze your progress, and adjust your approach as your life evolves. You can access your investments and track your progress anytime, from any device, securely.

Welcome to Kevin N. Kitt - UBS Financial Services Inc., your trusted partner in navigating the complex world of finance. Conveniently located at 8 Main Street in the charming town of Southampton, New York, we are committed to serving our community with personalized financial solutions and expert guidance. At Kevin N. Kitt - UBS Financial Services Inc., we understand that every client's financial journey is unique. Our team of experienced professionals is dedicated to providing tailored strategies to help you achieve your financial goals, whether they involve investment management, retirement planning, wealth preservation, or estate planning.

Welcome to GuardHill Financial Located at 63 Main Street, Southampton, New York, GuardHill Financial is your trusted partner in mortgage financing, dedicated to serving individuals and the real estate industry for over three decades. As a privately owned and independent company, we take pride in offering superior mortgage services and diverse mortgage products tailored to meet your unique needs.

Welcome to Rocco A. Carriero Wealth Partners, a trusted provider of Ameriprise Financial Services, LLC, located at 250 Montauk Highway, East Moriches, New York 11940. As a dedicated financial advisory firm, we are committed to helping you achieve your financial goals through personalized and strategic planning. At Rocco A. Carriero Wealth Partners, we understand that every individual has unique financial needs and aspirations. Our team of experienced Ameriprise financial advisors is here to guide you through the complexities of financial planning. During our initial consultation, we will introduce you to key financial planning concepts, helping you gain a clearer understanding of your financial landscape. Please note that this session does not include written analysis or recommendations.

Welcome to Southampton Tax Receiver, your trusted partner in accounting and finance located in the heart of Southampton, New York. Situated at 116 New York 27A, our office serves as a vital local government resource dedicated to managing and processing tax-related matters for our community. Our experienced team is committed to providing personalized and efficient service, ensuring that all your tax concerns are handled with the utmost professionalism and care. Whether you are a resident or a business owner, we are here to assist you with all your accounting and tax needs, offering guidance and support every step of the way. Visit us to experience our dedication to excellence and our commitment to serving the Southampton community.

Welcome to Dave Wise State Farm, located in Wading River, New York! Our insurance agency is dedicated to providing a warm and friendly experience to our valued customers in Suffolk County and beyond. With a range of insurance options including Home, Auto, Renters, and Life Insurance, we are here to protect you and your loved ones. Our experienced team has been serving the community since 2002, and we are committed to making a positive impact on our customers' lives. Whether you are in Southold, Southampton, Cutchogue, or any surrounding areas, we are here to help you find the right coverage for your needs.

Welcome to ATM (MSH Petroleum), your convenient financial and fueling destination located at 1630 County Road 39, Southampton, New York. We are proud to serve the community by offering a seamless blend of essential services. Whether you need to withdraw cash quickly, manage your finances, or fuel up your vehicle, our facility is designed to meet your needs efficiently. As a combined ATM and gas station, we provide a one-stop solution for busy individuals and families on the go. Experience fast, friendly service in a safe and accessible location. Visit us today and discover why ATM (MSH Petroleum) is the preferred choice for locals and visitors alike.

Welcome 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.

Welcome to the Law Office of Ronald D. Weiss, P.C. Located at 33 Flying Point Road, Southampton, New York, the Law Office of Ronald D. Weiss, P.C. is your trusted partner for navigating financial challenges and legal complexities. With over 30 years of experience, Ronald D. Weiss and his team specialize in bankruptcy law, foreclosure defense, mortgage modifications, and debt negotiation, providing invaluable legal solutions to individuals and businesses across Long Island and New York.

Welcome to H&R Block, your trusted partner for all your accounting and financial needs in Southampton, New York. Conveniently located at 273 Hampton Road, we are dedicated to providing personalized and professional services to individuals and businesses in the community. Our team of experienced tax professionals is here to assist you with a wide range of services, including tax preparation, bookkeeping, payroll, and financial planning. At H&R Block, we understand the complexities of the financial world and are committed to helping you navigate them with ease. Whether you need assistance with personal taxes or managing your business finances, our knowledgeable staff is ready to provide reliable solutions tailored to your specific needs. Visit us today and experience the peace of mind that comes with expert financial guidance.

Welcome to Sabel & Oplinger, your trusted partner in accounting and finance located in the heart of Southampton, New York. Situated at 106 Prospect Street, our firm is dedicated to providing personalized and professional financial services to individuals and businesses in the local community and beyond. At Sabel & Oplinger, we understand that navigating the complexities of accounting and finance can be challenging. Our team of experienced professionals is committed to delivering tailored solutions that meet your unique needs. Whether you're seeking assistance with tax preparation, financial planning, bookkeeping, or business consulting, we offer a comprehensive range of services designed to help you achieve your financial goals.

Merrill Lynch Wealth Management - Southampton, NY Welcome to Merrill Lynch Wealth Management, located at 57 Hampton Road, Southampton, New York. As a leading name in the finance sector, our branch is dedicated to providing comprehensive wealth management solutions tailored to your unique needs.

Welcome to Shannon Accounting Tax Services, your trusted partner for all your accounting and financial needs in Southampton, New York. Conveniently located at 11 Main Street, Southampton, NY 11968, we are dedicated to providing exceptional service to individuals and businesses alike in our community. At Shannon Accounting Tax Services, we understand the importance of accurate and efficient financial management. Our team of experienced professionals is committed to delivering personalized solutions tailored to your unique financial situation. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, we are here to help you navigate the complexities of the financial world with ease and confidence.

Welcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.

Welcome to Dime Community Bank, your trusted financial partner located at 243 Windmill Lane, Southampton, New York. As a reputable institution in the heart of the community, we are committed to providing exceptional banking and financial services tailored to meet your individual and business needs. Whether you're looking for a reliable ATM, personal banking solutions, or comprehensive financial advice, our dedicated team is here to assist you every step of the way. At Dime Community Bank, we pride ourselves on our customer-centric approach, ensuring you receive the personalized attention and expert guidance you deserve. Visit us today and experience the difference of a community-focused bank that truly cares about your financial well-being.

Welcome to Better Hand Insurance NY, your trusted insurance agency located in the heart of Southampton, New York. Conveniently situated at 266 County Road 38, we are committed to providing our community with comprehensive and personalized insurance solutions. Our team of experienced professionals is dedicated to helping you find the right coverage to protect what matters most to you, whether it's your home, vehicle, business, or health. At Better Hand Insurance NY, we understand that every client has unique needs. That's why we offer a wide range of insurance options tailored to fit your specific requirements. Our goal is to provide you with peace of mind through reliable and affordable insurance plans that safeguard your future.

Welcome to Bank of America, conveniently located at 60 Jagger Lane, Southampton, New York 11968. As a leading financial institution, we are dedicated to providing exceptional banking and financial services to our valued community. Our branch offers a comprehensive range of services including personal and business banking, loans, mortgages, investment guidance, and wealth management solutions. For your convenience, we feature a state-of-the-art drive-thru ATM, allowing you to conduct your banking transactions quickly and securely from the comfort of your vehicle. Whether you need to withdraw cash, deposit checks, or check your account balance, our drive-thru ATM is available 24/7 to meet your banking needs.

Welcome to Ted Morales - State Farm Insurance Agent, your trusted insurance partner in Hampton Bays, New York. Located at 252 West Montauk Highway, we are proud to serve our community and the greater Suffolk and Nassau Counties, including East Hampton, West Hampton, Southampton, Sag Harbor, Bridgehampton, Montauk, Shirley, Riverhead, and the five boroughs. Our mission is to help you manage the risks of everyday life, providing comprehensive insurance solutions tailored to your unique needs. Established in 2019, our agency is driven by a commitment to making a genuine impact on the lives of our neighbors. With over 30 years of industry experience, Ted Morales, our dedicated State Farm agent, leads a team that is fluent in both English and Spanish, ensuring clear communication and exceptional service for every client. We specialize in a wide range of insurance products, including auto, home, life, renters, health, and business insurance, as well as pet insurance and coverage for recreational vehicles, campers, jet-skis, and snowmobiles.