Individually tailored financial advice 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.

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.

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 Kim M Pino is a reputable finance institution located at 50 New York 111, Village of the Branch, New York, United States. Kim has over 25 years of industry experience and joined Merrill Lynch Wealth Management in 2016. With a background as a Global Institutional Equity Sales Trader, Kim is dedicated to providing clients with the tools and strategies necessary to meet their short and long term financial goals. Specializing in preservation of wealth, retirement planning, and education funding, Kim offers personalized advice and guidance tailored to individual and corporate needs. Kim holds various FINRA registrations and Life and Health Insurance licensing. By prioritizing client relationships and focusing on goals that matter most, Kim aims to help clients achieve financial success through a personalized approach. With access to Merrill's investment insights and banking solutions from Bank of America, Kim works closely with clients to develop strategies to address their financial needs. Whether it's planning for retirement, saving for a home, or passing wealth to future generations, Kim is committed to helping clients navigate their financial journey. By staying informed about changes in clients' lives and revisiting financial approaches, Kim ensures that clients stay on track to reach their goals. With a dedication to understanding clients on a personal level, Kim creates financial plans that reflect individual priorities and help address market fluctuations. As a Merrill Lynch Wealth Management Advisor, Kim provides customized investment approaches to help clients pursue their financial goals and navigate the complexities of their financial lives. With a focus on personalized strategies and comprehensive financial solutions, Kim is dedicated to putting clients first and helping them achieve their financial aspirations.

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 Antonio D Fusco is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth begins with a thorough understanding of your financial situation. Antonio Fusco can help create a flexible strategy tailored to your unique goals, with access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on personalized wealth management strategies, Antonio Fusco is dedicated to helping you pursue your financial goals. As a Merrill Lynch Wealth Management Advisor, Antonio Fusco is committed to serving the community and volunteers with local organizations. Through the Merrill Personal Wealth Analysis™ process, he can develop a personalized plan centered on your goals and aspirations. By engaging in meaningful conversations, Antonio Fusco will work with you to understand your priorities and create a financial approach that aligns with your values. Antonio Fusco believes in building long-term relationships based on trust and understanding. By utilizing the Investment Personality Assessment and staying informed about your changing life circumstances, he can help you navigate financial decisions and achieve your goals. With a focus on personalized solutions and ongoing communication, Antonio Fusco is dedicated to helping you stay on track towards financial success.

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.

Merrill Lynch Financial Advisor Michael A. Marziotto, located at 50 New York 111, Smithtown, New York, United States, is a finance institution dedicated to helping you manage your wealth and achieve your financial goals. With a deep understanding of your financial picture, Michael can create a flexible strategy tailored to your needs, providing access to investment insights from Merrill and banking solutions from Bank of America. Michael Marziotto follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals. Supported by the global resources of Merrill, Michael's team is committed to building strong client relationships based on trust and personalized service.

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.

All Island Mortgage & Funding Corp. is a reputable finance institution located at 496 New York 347, Smithtown, New York. They specialize in providing a wide range of mortgage and funding services to individuals and businesses in the United States. With a team of experienced professionals, they are committed to helping clients secure the best financing options tailored to their specific needs. Whether you are looking to purchase a new home or expand your business, All Island Mortgage & Funding Corp. is dedicated to providing exceptional service and expert financial advice. Contact them today to learn more about their services and how they can help you achieve your financial goals.

Central Island Insurance Agency is a reputable health insurance agency located at 287 Smithtown Boulevard in Nesconset, New York. With a focus on providing quality insurance solutions for individuals and families, Central Island Insurance Agency offers a range of health insurance options to meet the diverse needs of their clients. Whether you are looking for coverage for yourself or your loved ones, the experienced agents at Central Island Insurance Agency are dedicated to helping you find the right plan at a competitive price. Contact them today to learn more about their services and how they can assist you in securing the insurance coverage you need.

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.

Quest Capital Management is a reputable finance institution located at 23 Bellemeade Avenue in Smithtown, New York, United States. With a team of experienced financial professionals, Quest Capital Management offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Quest Capital Management provides personalized solutions tailored to your individual needs. Trustworthy and dedicated, the institution is committed to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future.

Precision Taxes is a reputable accounting and finance institution located at 16 Knoll Lane in Smithtown, New York, United States. Our team of experienced professionals is dedicated to providing accurate and reliable tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, our experts are here to assist you every step of the way. Trust Precision Taxes for all your financial needs.

Welcome to Michael Lebit PC, your trusted legal partner located in the heart of Smithtown, New York. Situated at 191 Terry Road, Michael Lebit PC is dedicated to providing exceptional legal services to individuals and businesses in the community and beyond. With a commitment to excellence, integrity, and personalized attention, our firm specializes in a wide range of legal areas to meet your unique needs. At Michael Lebit PC, we understand that navigating the legal landscape can be daunting. Our experienced team of lawyers is here to offer expert guidance, whether you require assistance with personal injury claims, family law matters, estate planning, or business litigation. We pride ourselves on our client-centered approach, ensuring that every case is handled with the utmost care and professionalism.

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 Dominic Marsicovetere & Co, your trusted partner in accounting and finance, conveniently located at 198 Terry Road, Smithtown, New York. With years of experience and a commitment to excellence, we specialize in providing comprehensive financial solutions tailored to meet the unique needs of both individuals and businesses. At Dominic Marsicovetere & Co, we understand that navigating the complexities of financial management can be challenging. Our team of dedicated professionals is here to offer expert guidance and personalized service in a wide range of areas, including bookkeeping, tax preparation, financial planning, and more. We pride ourselves on our attention to detail and our ability to deliver results that exceed expectations.

Welcome to Malone Jr Guy Insurance Agency, your trusted partner in securing a better future. Conveniently located at 20 Pine Acre Drive, Smithtown, New York, our dedicated team is committed to providing you with comprehensive insurance solutions tailored to meet your unique needs. Whether you're seeking coverage for your home, vehicle, business, or personal health, we offer a wide range of policies designed to protect what matters most to you. At Malone Jr Guy, we pride ourselves on our personalized approach, ensuring that each client receives the attention and service they deserve. Our knowledgeable agents are here to guide you through the insurance process, offering expert advice and competitive rates. We believe in building lasting relationships with our clients based on trust, integrity, and exceptional service.

Welcome to Innovative Solutions, your trusted partner in navigating the complex world of finance. Conveniently located at 34 East Main Street in the heart of Smithtown, New York, we are dedicated to providing tailored financial services that meet the unique needs of individuals and businesses alike. Our team of experienced professionals is committed to delivering innovative strategies and solutions that empower you to achieve your financial goals with confidence. Whether you're looking for investment advice, financial planning, or business consulting, Innovative Solutions is here to guide you every step of the way. Discover the difference of working with a local business that truly understands your community and is invested in your success. Visit us today and let us help you secure a brighter financial future.

Welcome to Schaefer Agency, your trusted partner in comprehensive insurance solutions located at 201 East Main Street, Smithtown, New York. At Schaefer Agency, we pride ourselves on providing personalized service tailored to meet the unique needs of each client. Our experienced team is dedicated to helping you find the right coverage, whether it's for your home, vehicle, business, or personal assets. With a focus on reliability and customer satisfaction, we work with top-rated insurance providers to offer you competitive rates and peace of mind. Visit us today to discover how we can help protect what matters most to you. Schaefer Agency – safeguarding your future, one policy at a time.

Platinum Insurance Group is a reputable insurance agency located at 111 East Main Street in Smithtown, New York. With a strong presence in the United States, this institution offers a wide range of insurance products and services to meet the diverse needs of its clients. Whether you are looking for home, auto, life, or business insurance, Platinum Insurance Group has knowledgeable agents ready to assist you in finding the perfect coverage options. With a commitment to excellent customer service and competitive rates, Platinum Insurance Group is dedicated to protecting what matters most to you.

Cafaro Insurance Agency Inc. is a trusted health insurance agency located at 738 Smithtown Bypass in Smithtown, New York. With a commitment to providing personalized and comprehensive insurance solutions, our team of experienced professionals is dedicated to helping individuals and families find the right coverage to meet their healthcare needs. Whether you are looking for individual health insurance, group health plans, or Medicare options, we are here to guide you through the process and ensure you have the coverage you need. Contact us today to learn more about our services and how we can help protect your health and well-being.

Nesconset Brokerage Inc is an insurance agency located at 309 Smithtown Boulevard in Nesconset, New York. They specialize in saving clients money on auto insurance for all types of vehicles, offering competitive rates and superior coverage. Additionally, they provide home insurance to protect valuable assets, business insurance to safeguard against risks, and commercial vehicle insurance for trucks, buses, and fleets. Their motorcycle insurance coverages are designed by experts who understand the needs of riders, while their boat and personal watercraft insurance options cater to a wide range of watercraft. Nesconset Brokerage Inc is known for their responsiveness, with calls always returned quickly and excellent follow-up.

Welcome to Nick J. Giannitsas CPA, P.C., your trusted partner in accounting and finance located in the heart of Nesconset, New York. Situated at 266 Smithtown Boulevard, our firm is dedicated to providing personalized and professional financial services to individuals and businesses alike. With a strong commitment to excellence and integrity, Nick J. Giannitsas CPA, P.C. offers a comprehensive range of accounting services tailored to meet your unique needs. Our experienced team specializes in tax planning and preparation, bookkeeping, financial consulting, and business advisory services. We pride ourselves on our attention to detail and our ability to deliver reliable and timely financial solutions.

Welcome to Citi, your trusted partner in banking and finance located at 18 East Main Street, Smithtown, New York. At Citi, we are committed to providing exceptional financial services tailored to meet the unique needs of our clients. Whether you're looking to open a savings account, secure a loan, or explore investment opportunities, our experienced team is here to guide you every step of the way. With a focus on personalized service and innovative solutions, we aim to help you achieve your financial goals. Visit us today and discover the Citi difference in banking excellence.

Welcome to Liberty Coverage, your trusted insurance agency located in the heart of Smithtown, New York. Situated at 4 Jefferson Place, Liberty Coverage is dedicated to providing comprehensive and personalized insurance solutions to meet all your needs. Whether you're seeking coverage for your home, auto, business, or health, our experienced team is here to guide you every step of the way. At Liberty Coverage, we understand that every client is unique, which is why we offer tailored insurance plans designed to protect what matters most to you. Our commitment to exceptional customer service ensures that you receive expert advice and support whenever you need it. We work with a wide range of reputable insurance providers to bring you the best options at competitive rates.

Welcome to Raymond B. Borsella & Co. CPA, your trusted partner for comprehensive accounting and financial services located in the heart of Nesconset, New York. Situated at 263 Smithtown Boulevard, our firm is dedicated to providing personalized and professional financial solutions tailored to meet the unique needs of individuals and businesses in our community. With a commitment to excellence and integrity, Raymond B. Borsella & Co. CPA offers a wide range of services including tax preparation and planning, bookkeeping, auditing, and financial consulting. Our experienced team of certified public accountants is equipped with the knowledge and expertise to guide you through the complexities of financial management, ensuring your peace of mind and financial success.

Welcome to Crafts Smith Nowick & Goodwin Inc, your trusted insurance agency located at 79 Landing Avenue, Smithtown, New York. At Crafts Smith Nowick & Goodwin Inc, we are committed to providing our clients with comprehensive and personalized insurance solutions tailored to meet their unique needs. With years of experience and a deep understanding of the insurance landscape, our team of dedicated professionals is here to guide you through the complexities of choosing the right coverage for your personal or business requirements. Our wide range of insurance services includes home, auto, life, health, and business insurance, ensuring that you and your assets are protected against any unforeseen circumstances. We pride ourselves on our customer-centric approach, offering expert advice and support to help you make informed decisions with confidence.

Draper Asset Management LLC is a finance institution located at 116 Terry Road in Smithtown, New York, United States. Specializing in asset management, they offer a range of financial services to help clients achieve their investment goals. With a team of experienced professionals, Draper Asset Management LLC provides personalized advice and strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Draper Asset Management LLC is dedicated to helping you reach your financial goals.