The 30 Best Institutional investing in Riverhead, New York

Welcome to Teachers Federal Credit Union, located at 176 Old Country Road, Riverhead, New York 11901. As a leading provider of financial services, we offer industry-best savings solutions designed to maximize your earnings. With our Smart Checking account, you can earn 16 times the national average, ensuring your money works harder for you. At Teachers, our competitive credit card rates and tailored financial solutions are crafted with your needs in mind. Whether you're purchasing a new home or leveraging your equity, we have the ideal solution to support your financial journey. Our commitment extends beyond financial services; we actively engage with our community through charitable giving, partnerships, and scholarships, supporting education, research, health and human services, and economic development.

Welcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.

Welcome to Merrill Lynch Financial Advisor Stephen Murray, located at 450 Old Country Road, Riverhead, New York. With a deep-rooted passion for educating clients about investing, Stephen Murray offers personalized financial strategies tailored to meet your unique needs and goals. Whether you're planning for retirement, estate planning, or seeking global asset allocation advice, Stephen leverages his extensive experience and the robust resources of Merrill and Bank of America to guide you through every step of your financial journey. Since joining Merrill Lynch Wealth Management in 2006, Stephen has utilized his 20 years of experience in the institutional fixed income industry and 5 years as a proprietary equity trader to deliver sophisticated financial solutions. He holds a B.A. in Communications from the University of New Hampshire, where he was also an active participant in lacrosse and golf.

Welcome to Merrill Lynch Financial Advisor Robert C. Ward, located at 450 Old Country Road, Riverhead, New York. We specialize in providing comprehensive financial advisory services tailored to meet the unique wealth management needs of business owners, entrepreneurs, and affluent individuals. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we offer personalized strategies to help you pursue your short- and long-term financial goals. Led by Robert C. Ward, a seasoned financial advisor with over three decades of experience, our team is dedicated to guiding you through the complexities of financial planning. Since joining Merrill Lynch in 2015 and becoming the Resident Director of the Riverhead office in 2018, Bob has focused on delivering exceptional service and insights into market trends and the global economy. His expertise is further enhanced by his Chartered Financial Consulting Designation (ChFC®), achieved in 2022.

Welcome to Merrill Lynch Wealth Management, your trusted financial partner located at 450 Old Country Road, Riverhead, New York. As a leading name in finance, we specialize in helping individuals, families, business owners, executives, and institutions navigate both rising and turbulent markets. Our team of expert financial advisors brings years of combined wealth management experience, offering insights and strategies tailored to your unique financial goals. At Merrill Lynch Wealth Management, we understand that wealth planning goes beyond mere advice. Our advisors are equipped to assist with retirement income planning, guidance on concentrated stock positions, and traditional investments, while also providing access to Bank of America’s estate planning services. We work collaboratively with your external professionals, such as accountants and tax attorneys, to ensure a comprehensive approach to your financial well-being.

Welcome to Island Federal Credit Union, your trusted partner in financial services located at 1071 Old Country Road, Riverhead, New York. As a leading financial institution in the area, we are committed to providing exceptional banking solutions tailored to meet your needs. Whether you're looking for a convenient ATM location or comprehensive financial services, our Riverhead branch is here to serve you with professionalism and care. Experience the difference of personalized banking with Island Federal Credit Union, where your financial well-being is our top priority. Visit us today and discover a range of services designed to help you achieve your financial goals.

Welcome to the Suffolk County National Bank, a cornerstone institution located in the heart of Riverhead, New York. Situated at 1149 Old Country Road, our office serves as a vital local government facility dedicated to meeting the financial needs of our community. At Suffolk County National Bank, we pride ourselves on offering personalized and reliable services tailored to individuals, businesses, and public entities. Our team is committed to providing exceptional customer service and expert financial guidance to ensure the prosperity of our clients and the community we serve. Whether you are seeking banking solutions, financial advice, or community support, Suffolk County National Bank is here to help. Visit us today and experience the difference of a trusted local partner in financial well-being.

Welcome to The First National Bank of Long Island, conveniently located at 140 East Main Street, Riverhead, New York 11901. As a trusted financial institution, we are dedicated to providing exceptional banking services to the community. Our offerings include a wide range of financial solutions designed to meet your needs, from personal banking to business services. Please note our upcoming holiday closure: We will close early at 3:00 PM on Wednesday, July 3, and remain closed on Thursday, July 4, in observance of the holiday. During this time, our Online, Mobile, and Telephone Banking services will remain accessible 24/7 for your convenience.