TOP 10 Individual financial planning services in New York

Welcome to Island Federal Credit Union, your trusted partner in financial success, conveniently located at 4820 Sunrise Highway, Sayville, New York. As a member-focused financial institution, we are dedicated to providing exceptional banking services tailored to meet the diverse needs of our community. Our comprehensive range of offerings includes personal and business banking solutions, competitive loan options, and reliable financial planning services. Whether you're accessing our user-friendly ATMs or seeking expert financial advice, our commitment to your financial well-being is unwavering. Experience the difference of banking with a credit union that puts you first at Island Federal Credit Union. Visit us today and take the first step towards achieving your financial goals.

Welcome to Twin Forks Insurance Agency, your trusted partner in safeguarding what matters most. Conveniently located at 16 Station Road, Bellport, New York, we are dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of our community. As a locally owned and operated agency, we pride ourselves on our personalized approach, ensuring every client receives the attention and care they deserve. Our experienced team of professionals specializes in a wide range of insurance services, including home, auto, business, and life insurance. We work closely with top-rated insurance carriers to offer you competitive rates and robust coverage options. Whether you're looking to protect your family, assets, or business, Twin Forks Insurance Agency is here to guide you every step of the way.

Welcome to Insurance Broker Kaitlyn Catalano, your trusted partner in navigating the complex world of insurance. Conveniently located at 16 Station Road, Bellport, New York, we are dedicated to providing personalized insurance solutions tailored to meet your unique needs. At Insurance Broker Kaitlyn Catalano, we understand that choosing the right insurance can be overwhelming. Our experienced team is committed to guiding you through the process with ease and confidence. Whether you are looking for auto, home, life, or business insurance, we offer a comprehensive range of policies from leading insurers to ensure you receive the best coverage at competitive rates.

Welcome to Greg Mehrhoff - State Farm Insurance Agent, your trusted local insurance agency located at 10 Station Court, Bellport, NY 11713, nestled conveniently between Chase Bank and the Bellport Public Library and Post Office. With over a decade of dedicated service to the Long Island community, Greg Mehrhoff and his wife, Jillian, are committed to understanding and fulfilling your unique insurance needs. As a family-run business, we offer a wide range of coverage options including Auto, Homeowners, Life Insurance, and more, all aimed at helping you and your family build wealth and secure a prosperous future. Greg, a Chartered Financial Consultant (ChFC) and lifelong Long Islander, brings a deep connection to the community, enriched by his passion for family, outdoor activities, and community service. Actively engaged in supporting local charities and organizations, Greg strives to make a positive impact throughout the region. If you’re affiliated with a non-profit organization, feel free to inquire about our community outreach initiatives.

Welcome to Patricia Brown LLC, your trusted insurance agency located in the heart of Bellport, New York. Situated at 112 South Country Road, we are dedicated to providing the community with comprehensive insurance solutions tailored to meet your unique needs. Our expert team, led by Patricia Brown, combines years of industry experience with a personalized approach to ensure you receive the best coverage at competitive rates. Whether you're looking for home, auto, life, or business insurance, we are here to guide you through the process with clarity and confidence. At Patricia Brown LLC, we pride ourselves on building lasting relationships with our clients, offering peace of mind and security for your future. Visit us today and discover why we are Bellport's preferred choice for all your insurance needs.

Welcome to Cue Brokerage Group, LLC, your trusted partner in health insurance solutions located in the heart of Patchogue, New York. Situated at 180 East Main Street, our dedicated team is committed to providing personalized insurance services that cater to your unique health needs. As a leading health insurance agency, we specialize in offering a wide range of coverage options designed to protect you and your loved ones. Our expertise and customer-focused approach ensure that you receive the best possible guidance in navigating the complex world of health insurance. Whether you're seeking individual plans, family coverage, or assistance with Medicare options, Cue Brokerage Group, LLC is here to help you make informed decisions with confidence. Visit us today and discover the difference of working with a local agency that truly cares about your well-being.

Welcome to Wekerle Agency Inc. Located in the heart of Patchogue, New York, Wekerle Agency Inc. proudly serves the community from our convenient location at 98 Medford Avenue. As a dedicated health insurance agency, we specialize in providing personalized insurance solutions tailored to meet the unique needs of individuals and families.

Welcome to Ken Kortright - State Farm Insurance Agent, your trusted insurance agency located at 224 East Main Street, Suite A, Patchogue, New York. Serving all of Nassau and Suffolk Counties, including Medford, Sayville, Blue Point, Moriches, and Coram, as well as the Five Boroughs and the entire State of New York, we are dedicated to providing personalized insurance solutions for individuals and businesses alike. With over 25 years of experience, Ken Kortright and his team are committed to helping you find the right insurance products to meet your needs. We offer a comprehensive range of insurance options, including Auto, Homeowners, Life, Renters, and Condo Insurance. For business owners, we provide specialized coverage such as Commercial Auto, Fire Insurance, Business Liability, and Worker's Compensation Insurance.

Welcome to J & B Travey Agency, your trusted insurance partner located in the heart of Patchogue, New York. Situated at 240 East Main Street, our agency is committed to providing personalized insurance solutions tailored to meet your unique needs. With years of experience in the industry, our dedicated team of professionals is here to guide you through the complexities of insurance, ensuring peace of mind and comprehensive coverage. Whether you're looking for auto, home, life, or business insurance, J & B Travey Agency offers a wide range of options from leading providers to protect what matters most to you. Visit us today or contact us to discover how we can help safeguard your future. Experience the difference of working with a local agency that values your trust and prioritizes your satisfaction.

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.

Welcome to Personalized Wealth Management, your trusted partner in financial success, located at 868 Church Street, Bohemia, New York. We specialize in providing tailored financial solutions to help you achieve your unique financial goals. Our experienced team of financial advisors is dedicated to offering personalized strategies that align with your individual needs and aspirations. Whether you're planning for retirement, investing for the future, or managing your wealth, we are committed to guiding you every step of the way. At Personalized Wealth Management, we prioritize your financial well-being and strive to build lasting relationships based on trust, integrity, and excellence. Visit us today and take the first step towards a secure and prosperous financial future.

Welcome to Osaic Wealth Inc., your trusted partner in financial success, located at 868 Church Street, Bohemia, New York. As a premier financial services firm, Osaic Wealth Inc. is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive wealth management solutions. Our team of experienced financial advisors is committed to providing expert guidance and tailored strategies that align with your unique needs and aspirations. At Osaic Wealth Inc., we understand that financial planning is a lifelong journey. Whether you are planning for retirement, managing investments, or securing your family's financial future, we are here to support you every step of the way. Our services include investment management, retirement planning, tax-efficient strategies, estate planning, and more. We pride ourselves on building long-term relationships with our clients based on trust, integrity, and excellence.

Welcome to Sellis Brokerage LLC, your trusted insurance agency located at 868 Church Street, Bohemia, New York. At Sellis Brokerage, we are committed to providing personalized insurance solutions to meet the unique needs of our clients. With years of experience and a deep understanding of the insurance industry, our dedicated team of professionals is here to guide you through the process of selecting the right coverage for your personal or business needs. Whether you're seeking auto, home, health, life, or commercial insurance, we offer a comprehensive range of products from top-rated carriers. Our goal is to ensure peace of mind by helping you protect what matters most. Visit us today to experience exceptional service and expertise that you can rely on. At Sellis Brokerage LLC, we’re not just about policies; we’re about people.

Welcome to Landmark Public Adjusters, your trusted insurance agency located in the heart of Bohemia, New York. Situated at 200 Orville Drive, our experienced team is dedicated to providing exceptional service and support to help you navigate the complexities of insurance claims. Specializing in representing policyholders, we work diligently to ensure you receive the maximum settlement you are entitled to. Our commitment to transparency and personalized attention sets us apart, making us the go-to choice for individuals and businesses alike. Whether you're dealing with property damage, business interruption, or any other insured loss, Landmark Public Adjusters is here to advocate for you every step of the way. Contact us today to learn how we can assist you in achieving the best possible outcome for your insurance claim.

Welcome to Capital One Bank, conveniently located at 4625 Sunrise Highway, Bohemia, New York 11716. As a trusted financial institution, we are committed to providing our community with a full range of banking and financial services. Whether you're looking to open a new account, apply for a loan, or simply need access to our ATM services, our dedicated team is here to assist you with all your financial needs. At Capital One Bank, we pride ourselves on delivering exceptional customer service and personalized financial solutions. Our modern facility is designed to offer a comfortable and efficient banking experience, ensuring that you have everything you need to manage your finances with ease.

Welcome to Cindy Goldsher Insurance, your trusted local insurance agency located at 88 Waverly Avenue, Patchogue, New York. We are dedicated to providing personalized insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. With years of experience and a commitment to exceptional customer service, we strive to offer peace of mind through comprehensive coverage options. Whether you're seeking auto, home, life, or business insurance, our knowledgeable team is here to guide you every step of the way. At Cindy Goldsher Insurance, we prioritize your security and satisfaction, ensuring you receive the best protection at competitive rates. Visit us today to experience the difference of working with a local agency that truly cares.

Welcome to the M&T Bank ATM located at Speedway 7657, 1800 Deer Park Avenue, Deer Park, NY 11729. Our ATM is conveniently accessible 24 hours a day, 7 days a week, offering you the flexibility to manage your finances whenever you need. M&T Bank is committed to providing exceptional financial services, including banking, insurance, investments, mortgages, and commercial financial solutions. With a robust network of 980 branches and 2,100 ATMs, along with comprehensive online and mobile services, we are here to support your financial needs. Recognized by the Coalition Greenwich 2022 Commercial Banking Program and a leading participant in the SBA’s 7(a) lending program, M&T Bank is dedicated to empowering small businesses and individuals alike. Please note that Visa® is a registered trademark of Visa International Service Association, and all other service marks and trade names mentioned are the property of their respective owners. Visit us today at our Deer Park location for a seamless banking experience.

Welcome to CorVel Corporation, your trusted insurance agency located at 320 Carleton Avenue, Central Islip, New York. At CorVel, we are committed to providing comprehensive insurance solutions tailored to meet the unique needs of our clients. Our experienced team specializes in a wide range of services, including workers' compensation, liability management, and health insurance solutions, designed to protect you, your family, and your business. We pride ourselves on our personalized approach, ensuring that each client receives the attention and guidance needed to make informed decisions. Whether you are looking for individual coverage or comprehensive business insurance plans, CorVel Corporation is dedicated to delivering exceptional service and support every step of the way.

Welcome to Dime Community Bank, your trusted financial partner located at 410 Commack Road, Deer Park, New York. As a full-service bank, we are committed to providing exceptional banking and financial services to our community. Whether you are looking for personal banking solutions, business accounts, or financial advice, our experienced team is here to assist you with a wide range of products tailored to meet your needs. At Dime Community Bank, we offer convenient ATM services, ensuring you have access to your funds whenever you need them. Our comprehensive suite of financial services includes checking and savings accounts, loans, mortgages, and investment opportunities, all designed to help you achieve your financial goals.

Welcome to First Choice Insurance New York, your trusted partner for comprehensive insurance solutions. Conveniently located at 194 North Fehr Way, Bay Shore, New York, we are dedicated to serving the insurance needs of individuals, families, and businesses throughout the community. As a leading insurance agency, we pride ourselves on offering a wide range of coverage options tailored to meet your specific requirements. Whether you're seeking auto, home, life, or business insurance, our experienced team is here to provide personalized service and expert advice. At First Choice Insurance New York, we understand that peace of mind is priceless, and our goal is to ensure you have the protection you need at competitive rates. Visit us today and discover why we are the first choice for insurance in Bay Shore and beyond.

Welcome to Coverage By Design, your trusted insurance agency located in the heart of Deer Park, New York. Situated at 87 North Industry Court, we are dedicated to serving the diverse insurance needs of our community with expertise and personalized care. At Coverage By Design, we understand that each client is unique, and we pride ourselves on offering tailored insurance solutions to protect what matters most to you. Our experienced team specializes in a wide range of insurance products, including auto, home, life, and business insurance. We work closely with you to assess your specific needs and provide comprehensive coverage options that offer peace of mind and security. Our commitment to exceptional customer service means you can rely on us for guidance and support every step of the way.

Welcome to LIIC, your trusted insurance agency located at 819 Grand Boulevard, Deer Park, New York. At LIIC, we are dedicated to providing our clients with comprehensive and personalized insurance solutions tailored to meet their unique needs. Our team of experienced professionals is committed to guiding you through the complexities of insurance, ensuring you have the right coverage to protect what matters most to you. Whether you're looking for auto, home, life, or business insurance, LIIC offers a wide range of products from top-rated insurance carriers. We pride ourselves on our customer-centric approach, taking the time to understand your individual circumstances and offering expert advice to help you make informed decisions.

Welcome to Timothy McDonald Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 693 Montauk Highway, Bayport, New York, we are dedicated to providing personalized financial solutions to help you achieve your goals. Whether you're planning for retirement, managing investments, or seeking guidance on tax strategies, our experienced team is here to offer expert advice and tailored strategies. At Timothy McDonald Financial Services, we prioritize building long-term relationships with our clients, ensuring transparency, integrity, and a commitment to your financial well-being. Visit us today to discover how we can assist you in securing a prosperous future.

Welcome to Soteria Agency Inc., your trusted insurance partner located in the heart of Patchogue, New York. Situated at 294 South Dunton Avenue, our agency is committed to providing personalized and comprehensive insurance solutions that cater to the unique needs of individuals, families, and businesses in our community. At Soteria Agency Inc., we understand that navigating the world of insurance can be complex and overwhelming. That's why our team of experienced professionals is dedicated to offering clear, honest, and expert advice to ensure you have the right coverage for your peace of mind. Whether you are looking for auto, home, life, or business insurance, we work closely with you to tailor policies that fit your specific requirements and budget.

Welcome to Walter P. Geoghan Insurance Agency, your trusted partner for comprehensive insurance solutions located in the heart of Bayport, New York. Situated at 870 Montauk Highway, our agency is dedicated to serving the needs of individuals, families, and businesses throughout the community and beyond. With a commitment to excellence and a personalized approach, Walter P. Geoghan Insurance Agency offers a wide range of insurance services tailored to meet your unique needs. Whether you are seeking coverage for your home, auto, life, or business, our experienced team is here to guide you every step of the way. We pride ourselves on our deep understanding of the insurance landscape and our ability to provide customized policies that offer peace of mind and financial security.

Welcome to Ace American Insurance Co, your trusted insurance agency located in the heart of Bayport, New York. Situated conveniently at Bayport, NY 11705, we are committed to serving our community with comprehensive and personalized insurance solutions. At Ace American Insurance Co, we understand that every client has unique needs, and we strive to provide tailored coverage options to protect what matters most to you. Whether you're looking for home, auto, life, or business insurance, our experienced team is here to guide you through the process with expert advice and dedicated customer service. Discover peace of mind with Ace American Insurance Co, where your security is our priority. Visit us today and let us help you safeguard your future.

Welcome to Joseph Moncello: Allstate Insurance, your trusted insurance agency located at 61 Montauk Highway, Blue Point, New York. With a commitment to providing exceptional service and comprehensive coverage options, we are dedicated to helping you protect what matters most. Whether you are in need of auto, home, life, or business insurance, our experienced team is here to guide you through the process and tailor solutions that fit your unique needs. As a proud member of the Blue Point community, we understand the local landscape and are here to offer personalized advice and support. Visit us today and discover the peace of mind that comes with being in good hands.

Welcome to DKM Insurance Agency, Inc., your trusted partner in securing your future. Conveniently located at 303 Bernice Drive, Bayport, New York, our agency is dedicated to providing personalized insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. At DKM Insurance Agency, Inc., we pride ourselves on our commitment to exceptional customer service and our ability to offer a wide range of insurance products, including auto, home, life, and business insurance. Our experienced team works closely with you to understand your specific requirements and guide you through the process of selecting the most suitable coverage options.

Welcome to Comp Matters Inc., your trusted insurance agency located in the heart of Bayport, New York. Situated at 12 Oak Street, our dedicated team is committed to providing you with personalized and comprehensive insurance solutions tailored to meet your unique needs. Whether you're seeking coverage for your home, auto, business, or personal assets, we are here to guide you every step of the way. At Comp Matters Inc., we pride ourselves on our extensive industry knowledge, exceptional customer service, and a genuine commitment to safeguarding what matters most to you. Visit us today and discover why we are Bayport's premier choice for reliable insurance services. Your peace of mind is our priority.

Welcome to USAA, your trusted partner in financial services, conveniently located at 4500 Sunrise Highway, Oakdale, New York. As a leading provider in the finance industry, USAA is committed to offering comprehensive financial solutions tailored to meet your individual needs. Whether you're looking to manage your banking needs through our advanced ATM services or seeking expert financial advice, our dedicated team is here to assist you every step of the way. Experience seamless and secure financial transactions with USAA, where your financial well-being is our top priority. Visit us today and discover the difference of personalized financial service.