The 30 Best Individual financial planning needs in Saint James, New York

11 results found

Welcome to James Payoute - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Brooklyn, New York. Located at 547 Saint Marks Avenue, we are dedicated to helping you protect what matters most, whether it’s your family, belongings, or financial future. At James Payoute - State Farm Insurance, we understand the importance of personalized service. That’s why all auto insurance quote requests are exclusively handled through our experienced agents. Call us during business hours to create your Personal Price Plan and explore options that fit your lifestyle and budget. We offer a wide range of auto insurance policies, including coverage for new drivers, business travelers, and collectors. Plus, you can save more by bundling auto and home policies.

Welcome to Allstate Personal Financial Representative: Nathan Lemberg, your trusted partner in financial planning and insurance solutions located in the heart of Saint James, New York. Situated at 872 Middle Country Road, our office is dedicated to serving the diverse financial needs of individuals and families in the community. Led by Nathan Lemberg, a seasoned professional in the finance and insurance industry, we specialize in providing personalized financial advice and comprehensive insurance coverage tailored to your unique needs. Whether you're looking to protect your family's future, plan for retirement, or secure your assets, Nathan and his team are committed to delivering expert guidance and exceptional service.

Welcome to the Society of Saint Vincent de Paul, St. James Conference, located at 429 New York 25A, Setauket-East Setauket, New York. As a dedicated place of worship and a 501(c)(3) nonprofit organization, we are committed to serving the spiritual and material needs of the Three Village Community. Our mission is to provide support and assistance to individuals and families facing financial hardship, helping them overcome life's challenges with dignity and compassion. At our church, you will find a welcoming environment where faith and charity come together to make a positive impact. Join us in our efforts to uplift and empower those in need.

Thomas Maher: Allstate Insurance is a reputable insurance agency located at 462 Moriches Road in Saint James, New York. With a strong focus on providing personalized insurance solutions to meet the needs of individuals and families, Thomas Maher and his team offer a wide range of insurance products including auto, home, life, and more. With a commitment to excellent customer service and a dedication to helping clients protect what matters most, Thomas Maher: Allstate Insurance is a trusted choice for insurance in the United States.

RN 4 Medicare is a leading health insurance agency located at 325 Lake Avenue in Saint James, New York. We specialize in providing comprehensive Medicare solutions for individuals looking to navigate the complexities of healthcare coverage. Our team of experienced registered nurses is dedicated to helping clients find the right plan that meets their unique needs. With a focus on personalized care and attention to detail, RN 4 Medicare is committed to ensuring our clients have access to quality healthcare options. Contact us today to learn more about how we can assist you with your Medicare needs.

Henry Schimmel - Mortgage Loan Officer is a finance institution located at 621 Lake Avenue in Saint James, New York, United States. As a mortgage loan officer, Henry Schimmel specializes in helping individuals and families secure financing for their dream homes. With years of experience in the industry, Henry provides personalized service and expert guidance throughout the loan application process. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Henry Schimmel is dedicated to finding the best loan options to suit your needs. Visit us today to start your journey towards homeownership.

Dowling Knipfing Klein Insurance is a reputable insurance agency located at 500 Lake Avenue in Saint James, New York, United States. With years of experience in the industry, they provide a wide range of insurance products and services to meet the needs of individuals and businesses. Whether you are looking for auto, home, life, or business insurance, their team of knowledgeable agents is dedicated to helping you find the best coverage at competitive rates. Visit Dowling Knipfing Klein Insurance today for personalized assistance and reliable insurance solutions.

Christian Gregory: Allstate Insurance is a trusted insurance agency located at 872 Middle Country Road in Saint James, New York. With a focus on providing exceptional customer service and personalized insurance solutions, our team is dedicated to helping individuals and families protect what matters most. Whether you're in need of auto, home, life, or business insurance, we are here to help you find the coverage that best fits your needs. Contact us today to learn more about our services and how we can help you secure peace of mind for the future.

Welcome to Daniel K Kwan, your trusted partner in accounting and finance located in the heart of Manhattan, New York. Situated at 56 Saint James Place, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of both individuals and businesses. With a commitment to excellence and a keen eye for detail, our team of experienced professionals offers a comprehensive range of services including bookkeeping, tax preparation, financial planning, and business consulting. At Daniel K Kwan, we understand the complexities of the financial world and are here to help you navigate through them with confidence and ease. Our personalized approach ensures that we fully understand your financial goals and challenges, allowing us to craft customized solutions that drive success. Whether you're a small business owner seeking strategic advice or an individual looking to optimize your tax returns, we are here to support you every step of the way.

Welcome to O'Hara & Company, your trusted partner in accounting and finance, conveniently located at 275 Lake Avenue in the heart of Saint James, New York. At O'Hara & Company, we are committed to providing personalized and comprehensive financial solutions to meet the unique needs of individuals and businesses in our community. With years of experience and a team of dedicated professionals, we offer a wide range of services including bookkeeping, tax planning and preparation, financial consulting, and business advisory services. Our mission is to help you achieve your financial goals by delivering expert advice and tailored strategies that ensure compliance and maximize efficiency.

Welcome to Robin A. Masterson, M.B.A., your trusted partner in accounting and finance solutions, located conveniently at 87 Sunny Road, Saint James, New York. With a commitment to excellence and a personalized approach, we provide a comprehensive range of financial services tailored to meet the unique needs of individuals and businesses in the community. At Robin A. Masterson, M.B.A., we understand the complexities of financial management and are dedicated to helping our clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, our team of experienced professionals is here to guide you every step of the way.