The 30 Best Individual financial planning needs in Patchogue, New York

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Lighthouse Insurance Patchogue is an insurance agency located at 259 Medford Avenue in Patchogue, New York. We provide a wide range of insurance services to protect individuals, families, and businesses from unforeseen risks and financial losses. Our team of experienced agents is dedicated to helping clients find the best coverage options at competitive rates. Whether you need auto, home, life, or business insurance, Lighthouse Insurance Patchogue is here to provide personalized solutions to meet your needs. Contact us today for a free quote and let us help you secure your future.

Long Island Financial Services Group is a reputable finance institution located at 629 Medford Avenue in Patchogue, New York. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking for investment advice, retirement planning, or assistance with managing your assets, we have the knowledge and experience to guide you every step of the way. Trust Long Island Financial Services Group to provide you with personalized solutions tailored to your unique financial needs.

Welcome to Long Island Financial, your trusted partner in accounting and finance solutions, conveniently located at 104 West Main Street, Patchogue, New York. With a commitment to excellence and a focus on personalized service, we cater to the diverse financial needs of individuals and businesses throughout the community. Our team of experienced professionals is dedicated to providing a comprehensive range of services, including tax preparation, bookkeeping, financial planning, and business consulting, all tailored to help you achieve your financial goals. Whether you're a small business owner seeking strategic advice or an individual needing assistance with personal finances, Long Island Financial is here to support you with integrity and expertise. Visit us today and discover how we can make a difference in your financial journey.

Welcome to Patchogue Independent Insurance, your trusted local insurance agency located at 600 Waverly Avenue, Patchogue, New York. We are dedicated to providing personalized and comprehensive insurance solutions to meet the unique needs of individuals, families, and businesses in our community. Our experienced team of professionals is committed to delivering exceptional service and expert guidance, ensuring that you have the right coverage to protect what matters most. Whether you are looking for auto, home, life, or business insurance, we work with a wide range of reputable insurers to offer you the most competitive rates and tailored policies. At Patchogue Independent Insurance, your peace of mind is our priority. Visit us today to discover how we can help secure your future.

Welcome to Allstate Personal Financial Representative: Brian Sexton, your trusted partner in financial planning and insurance services located at 440 Waverly Avenue, Patchogue, New York. We specialize in providing personalized financial solutions and comprehensive insurance coverage to meet the unique needs of our clients. Whether you’re looking to plan for retirement, secure your family’s future, or protect your valuable assets, Brian Sexton and his experienced team are committed to offering expert guidance and tailored strategies. Our goal is to help you navigate the complexities of financial management and insurance, ensuring peace of mind and financial security. Visit us today and discover how we can assist you in achieving your financial goals with confidence and clarity.

Welcome to Anthony Barone: Primerica - Financial Services, your trusted partner in financial planning and wealth management, located at 475 East Main Street, Patchogue, New York. We are dedicated to helping individuals and families achieve financial security and independence through personalized financial strategies and solutions. At Anthony Barone: Primerica, we understand that every client has unique financial goals and challenges. Our experienced team of financial professionals is committed to providing tailored advice and comprehensive services that meet your specific needs. Whether you're planning for retirement, saving for education, or seeking investment opportunities, we offer a range of products and services to help you reach your financial objectives.

Welcome to Austro Financial Services (New York) Inc. / Sucursal Patchogue, your trusted partner in financial solutions located in the heart of Patchogue, New York. Situated at 233 East Main Street, our branch is dedicated to providing exceptional financial services to individuals and businesses in the community and beyond. At Austro Financial Services, we understand that financial stability and growth are paramount to achieving your personal and professional goals. Our team of experienced financial advisors is committed to offering tailored solutions that meet your unique needs. Whether you're looking for investment advice, wealth management, retirement planning, or any other financial service, we are here to guide you every step of the way.

Welcome to Cardinal Financial Company, Limited Partnership, your trusted partner in finance located in the heart of Patchogue, New York. Situated at 8 West Main Street, our dedicated team is committed to providing exceptional financial services tailored to meet your unique needs. With a focus on personalized solutions, we aim to empower individuals and businesses with the financial tools and guidance necessary to achieve their goals. Whether you're seeking mortgage solutions, financial planning, or investment advice, our experienced professionals are here to assist you every step of the way. Discover the Cardinal Financial difference, where your financial well-being is our top priority. Visit us today and let us help you navigate your financial future with confidence.

Welcome to Fidelis Care - Patchogue Community Office, your trusted health insurance agency conveniently located at 232 East Main Street, Patchogue, New York. We are dedicated to serving individuals and families in our community by providing access to quality health insurance plans that meet diverse needs and budgets. Our knowledgeable team is committed to helping you navigate the complexities of health insurance, ensuring you find the coverage that best suits your lifestyle and healthcare requirements. Whether you're seeking individual, family, or child health plans, Fidelis Care is here to guide you every step of the way. Visit us today to learn more about our comprehensive services and discover how we can support your journey to better health and well-being.

Specialized Insurance is a trusted insurance agency located at 204 Medford Avenue in Patchogue, New York. With over 20 years of experience, we represent all of the top rated insurance companies and carriers to provide you with the best policy at a competitive rate. Our knowledgeable staff of insurance professionals will work with you to find the right coverage for your specific needs. Whether you are an individual or a business owner, we can help ensure that you are not overpaying or underinsured. Contact us today for a fast and affordable quote.

Block Advisors is a trusted institution specializing in accounting and finance services, located at 108 West Main Street in Patchogue, New York. With a team of experienced professionals, they provide personalized financial solutions to help individuals and businesses navigate through complex tax and financial matters. Whether you need assistance with tax preparation, financial planning, or investment strategies, Block Advisors is dedicated to helping you achieve your financial goals. Visit their office in Patchogue for expert advice and reliable financial guidance.

Nichol Bodden - Mortgage Loan Officer is a reputable finance institution located at 251 East Main Street in Patchogue, New York, United States. As a skilled mortgage loan officer, Nichol Bodden offers expert guidance and personalized solutions to help clients secure the best mortgage options for their individual needs. With a commitment to exceptional customer service and a deep understanding of the mortgage industry, Nichol Bodden is dedicated to helping clients achieve their homeownership goals. Whether you are a first-time homebuyer or looking to refinance, you can trust Nichol Bodden to provide you with the expertise and support you need to navigate the mortgage process with confidence.

Welcome to Party Rock DJ Entertainment, your ultimate destination for unforgettable music and entertainment experiences! Located at 8 West Main Street, Patchogue, New York 11772, we are your local experts in creating the perfect atmosphere for any event. Whether you're planning a wedding, corporate event, birthday party, or any special occasion, our talented DJs are here to make your event truly memorable. At Party Rock DJ Entertainment, we pride ourselves on delivering a wide range of music genres tailored to suit your unique taste and event theme. Our experienced DJs are skilled in reading the crowd and keeping the dance floor alive with energy and excitement. From classic hits to the latest chart-toppers, we ensure a seamless blend of tracks that keeps your guests entertained from start to finish.

Welcome to Nicole M. Cardiello, Esq., P.C., your trusted legal partner located at 70 Medford Avenue, Patchogue, New York. Established in 2005, our full-service law firm proudly serves clients across New York State, offering expert legal representation to corporations, small businesses, and individuals alike. Our firm is renowned for its dedication to understanding and exceeding client expectations, and we are committed to providing quality work and outstanding professionalism. We specialize in a wide array of legal areas including Residential and Commercial Real Estate Transactions, Financial Banking and Planning, Wills, Trusts, and Estate Planning, Corporate Formation and Management, Employment Discrimination, and General Litigation.

Welcome to Zelli & Associates, P.C., your trusted legal partner located in the heart of Patchogue, New York. Situated at 86 Medford Avenue, our firm is dedicated to providing exceptional legal services to individuals, families, and businesses in the community. With a commitment to integrity, professionalism, and personalized attention, our team of experienced attorneys specializes in a wide range of legal areas to meet your diverse needs. At Zelli & Associates, P.C., we understand that navigating the legal system can be daunting, which is why we prioritize clear communication and a client-centered approach. Whether you require assistance with family law, real estate transactions, estate planning, or business law, our knowledgeable attorneys are here to guide you every step of the way.

Welcome to CGK Accounting Services, your trusted partner in navigating the complexities of accounting and finance. Located conveniently at 1 Hollow Oak Drive, East Patchogue, New York, we are dedicated to providing personalized, reliable, and affordable accounting services tailored to meet your unique needs. At CGK Accounting Services, we understand the importance of maintaining a healthy bottom line, especially when it comes to tax implications. Our goal is to ensure you keep as much of your hard-earned money as possible, particularly during tax season. We believe in proactive financial planning and management throughout the year, empowering you to achieve your financial goals with confidence.

Welcome to S.O Accounting & Consulting LLC At S.O Accounting & Consulting LLC, located at 157 Medford Avenue, Patchogue, New York, we specialize in providing comprehensive accounting and financial consulting services tailored to meet the unique needs of our clients. With a commitment to excellence and a focus on personalized service, we aim to empower individuals and businesses in Patchogue and the surrounding areas to achieve their financial goals.

Welcome to TomKat Business Solutions Inc., your trusted partner in accounting and finance, conveniently located at 28 Robert Street, Patchogue, New York. At TomKat Business Solutions, we pride ourselves on delivering exceptional financial services tailored to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals with precision and integrity. Whether you need assistance with bookkeeping, tax preparation, financial planning, or business consulting, our comprehensive suite of services ensures that your financial matters are in capable hands. We understand the complexities of the financial world and are committed to providing personalized solutions that drive success.

Welcome to AMERITAX ACCOUNTANTS, your trusted partner for comprehensive accounting services in Patchogue, New York. Conveniently located at 751 Montauk Highway, our firm is dedicated to providing personalized and professional financial solutions to individuals and businesses alike. At AMERITAX ACCOUNTANTS, we understand that navigating the complexities of tax laws and financial planning can be daunting. Our team of experienced accountants is here to simplify the process, offering a wide range of services including tax preparation, bookkeeping, payroll management, and financial consulting. We pride ourselves on delivering accurate and timely services tailored to meet your unique needs.

Welcome to Steven Rehman CPA PC, your trusted partner in accounting and financial services located in the heart of Patchogue, New York. Situated at 10 South Ocean Avenue, our firm is dedicated to providing exceptional financial solutions tailored to meet the unique needs of both individuals and businesses. At Steven Rehman CPA PC, we understand the complexities of the financial landscape and are committed to helping you navigate them with ease. Our team of experienced professionals offers a comprehensive range of services, including tax preparation and planning, bookkeeping, financial consulting, and audit support. Whether you are a small business owner seeking strategic financial advice or an individual looking for accurate tax assistance, we are here to ensure your financial success.

Welcome to Joy Accounting LLC, your trusted partner for all your accounting and financial needs, conveniently located at 66A Medford Avenue, Patchogue, New York. Serving the Patchogue community and beyond, we specialize in providing personalized accounting services to individuals, small businesses, and entrepreneurs. Our team of experienced professionals is dedicated to helping you navigate the complexities of financial management with ease and confidence. At Joy Accounting LLC, we offer a comprehensive range of services, including tax preparation and planning, bookkeeping, payroll management, and financial consulting. Our commitment to accuracy, integrity, and client satisfaction ensures that you receive the highest quality service tailored to your unique needs. Whether you are looking to optimize your tax strategy, streamline your business operations, or gain insights into your financial health, we are here to support you every step of the way.

Welcome to Taraskas Janice CPA Located in the heart of Patchogue, New York, Taraskas Janice CPA is your trusted partner in accounting and financial services. Situated conveniently at 65 North Ocean Avenue, our firm is dedicated to providing personalized and professional financial solutions tailored to meet the unique needs of both individuals and businesses.

Welcome to Weeks Tax & Accounting Solutions, your trusted partner in financial management located at 271 River Avenue, Patchogue, New York. We specialize in providing comprehensive tax and accounting services tailored to meet the unique needs of individuals and businesses in the Patchogue community and beyond. At Weeks Tax & Accounting Solutions, we understand that navigating the complexities of financial regulations can be daunting. Our team of experienced professionals is dedicated to delivering personalized service and expert advice to help you achieve financial success. Whether you need assistance with tax preparation, bookkeeping, payroll, or strategic financial planning, we are here to guide you every step of the way.

Welcome to Molloy Income Tax Services, your trusted partner in accounting and finance located in the heart of Patchogue, New York. Situated at 82 East Main Street, we are dedicated to providing personalized and professional tax services to individuals and businesses in our community. Our experienced team is committed to helping you navigate the complexities of tax regulations, ensuring compliance while maximizing your financial benefits. We offer a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. At Molloy Income Tax Services, we pride ourselves on our attention to detail, integrity, and commitment to client satisfaction. Let us handle your financial needs so you can focus on what matters most to you. Visit us today and discover the difference of working with a local, reliable accounting partner.

Welcome to E&R Tax and Business Services, Inc., your trusted partner for comprehensive accounting and financial solutions. Conveniently located at 197 East Main Street in the heart of Patchogue, New York, we are dedicated to serving individuals and businesses throughout the community with integrity and professionalism. At E&R Tax and Business Services, Inc., we understand that financial management can be complex and time-consuming. Our team of experienced professionals is committed to providing personalized services tailored to meet your unique needs. Whether you're an individual seeking assistance with tax preparation or a business owner looking for strategic financial planning, we have the expertise to help you achieve your goals.

Welcome to Rizzi, Schwarz & Taraskas LLP, your trusted partner in accounting and finance solutions. Conveniently located at 65 North Ocean Avenue, Patchogue, New York, we are committed to serving the financial needs of individuals and businesses in our community and beyond. At Rizzi, Schwarz & Taraskas LLP, we understand that navigating the financial landscape can be complex and challenging. Our team of experienced professionals is dedicated to providing personalized and comprehensive services tailored to meet your unique financial goals. From tax preparation and planning to bookkeeping and financial consulting, we offer a wide range of services designed to help you achieve financial success and stability.

Welcome to Emmerman, Boyle & Associates, LLC, your trusted partner in accounting and finance solutions, conveniently located at 108 West Main Street, Patchogue, New York. Our dedicated team of experienced professionals is committed to helping you achieve financial success and peace of mind. We offer a comprehensive range of services tailored to meet the unique needs of individuals, small businesses, and corporations. Whether you require tax preparation, bookkeeping, financial planning, or business advisory services, we are here to provide personalized attention and expert guidance. At Emmerman, Boyle & Associates, LLC, we pride ourselves on building lasting relationships with our clients, grounded in trust, integrity, and excellence. Visit us today and discover how we can help you navigate the complexities of the financial world with confidence.

Welcome to Lori DiMarco CPA, PLLC, your trusted full-service accounting firm located on the scenic South Shore of Long Island. Situated at 31 Oak Street, Patchogue, New York, we have been proudly serving the community and beyond for over 25 years. Previously known as Silva & DiMarco, LLP, our mission has always been to deliver comprehensive and tailored tax preparation and accounting services to individuals, businesses, and non-profit entities. At Lori DiMarco CPA, PLLC, we offer a wide range of services including accounting, income tax preparation, estate planning, and tax compliance. Our small firm status allows us to provide personalized attention and expert guidance to each of our clients, ensuring that your financial needs are met with precision and care.

Welcome to Toni Karris, CPA – Your Trusted Partner in Accounting and Finance Solutions! Located at 11 Roosevelt Boulevard, East Patchogue, New York, Toni Karris, CPA, is a premier accounting firm dedicated to providing exceptional financial services to individuals and businesses in the community. With years of professional experience and a commitment to excellence, we offer a comprehensive range of services tailored to meet your unique financial needs.

Welcome to International Taxes Inc., your trusted partner in accounting and finance solutions located in the heart of Patchogue, New York. Situated at 1 South Ocean Avenue, our firm specializes in providing comprehensive tax and financial services to both individuals and businesses. With a commitment to excellence and personalized service, our team of seasoned professionals is dedicated to navigating the complexities of international and domestic tax regulations to optimize your financial health. At International Taxes Inc., we understand that each client has unique needs and challenges. Our expertise covers a broad spectrum of services, including tax planning and preparation, accounting, bookkeeping, and financial consulting. Whether you're a local entrepreneur seeking guidance for your small business or an expatriate requiring assistance with international tax obligations, we tailor our approach to meet your specific requirements.