TOP 30 Best Investment advice near me in Port Jefferson, New York

Fortitude Investment Group is a finance institution located at 417 East Main Street, Port Jefferson, New York, United States. They believe in helping clients achieve their personal, professional, and financial goals by providing comprehensive financial planning services. Their team is committed to earning client relationships every day by investing time and expertise selflessly. They offer services in financial planning to address every phase of a client's financial life. Potential clients are invited to spend an hour discussing their financial goals with an investment professional. The institution values transparency and encourages clients to check the background of their investment professionals on FINRA's BrokerCheck. They provide educational information on investments, but advise clients to consult with a professional regarding their individual circumstances. Securities are offered through Concorde Investment Services, LLC, and advisory services through Concorde Asset Management, LLC. Fortitude Investment Group is independent of CIS, CAM, and CIA. Investors are advised to carefully consider the risks and charges of variable annuities before investing. The institution emphasizes that investment returns and principal value are not guaranteed, and product guarantees are based on the claims-paying ability of the issuing company.

Welcome to Howard Hanna | Coach Realtors - Port Jefferson Harbor, your premier real estate agency located in the heart of Port Jefferson, New York. Situated at 140 East Main Street, our office is dedicated to providing exceptional real estate services to both buyers and sellers in the vibrant Port Jefferson community and beyond. Our team of experienced and knowledgeable agents is committed to guiding you through every step of the real estate process, ensuring a seamless and stress-free experience. Whether you are looking to buy your dream home, sell your property, or explore investment opportunities, we offer personalized service tailored to your unique needs. At Howard Hanna | Coach Realtors, we pride ourselves on our deep local expertise, innovative marketing strategies, and unwavering dedication to client satisfaction. Visit us today and discover why we are the trusted choice for real estate in Port Jefferson Harbor.

Ruggiero Investments is a finance institution located at 407 East Main Street in Port Jefferson, New York, United States. As a fiduciary, we provide strategic portfolio management services with a focus on exceeding our client's expectations. Our mission is to help clients achieve their investment goals through personalized financial planning. We offer a Five Star quality service that is authentic, honest, and tailored to each client's unique goals. Our team of financial advisors is dedicated to maximizing cash flow and lifestyle for our clients. With a focus on family, control, future-proofing, and generational wealth, we strive to safeguard our client's financial futures. Visit us today to start discussing your investment goals and working towards achieving them together.

Heritage Financial Advisory Group is a leading finance institution located at 1500 New York 112 in Port Jefferson Station, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Heritage Financial Advisory Group is here to provide expert guidance and support every step of the way. Trust us to help you secure your financial future.

Rossman Tax Services is a reputable accounting and finance institution located at 16 Roosevelt Avenue in Port Jefferson Station, New York. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, Rossman Tax Services is dedicated to providing personalized and efficient solutions to meet your financial needs. Trustworthy and reliable, they strive to ensure their clients receive the maximum return on their investments. Visit Rossman Tax Services today for expert financial advice and assistance.

Welcome to Bethpage Federal Credit Union, conveniently located at 4900B Nesconset Highway in Port Jefferson Station, New York. As a trusted financial institution, we are dedicated to serving the needs of our community with a wide range of financial services. Whether you are looking for a reliable ATM for quick cash withdrawals or comprehensive financial solutions to manage your savings and investments, Bethpage Federal Credit Union is here to assist you. Our commitment to exceptional customer service and financial expertise ensures that you receive personalized support tailored to your individual needs. Visit us today and experience the difference of banking with a credit union that truly values its members.

Morgan Stanley Financial Advisors is a renowned finance institution located at 414 Main Street in Port Jefferson, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are planning for retirement, investing for the future, or managing your wealth, our advisors are here to provide tailored solutions to meet your individual needs. Trust in Morgan Stanley Financial Advisors for comprehensive financial planning and investment services that put your financial well-being first.

Heritage Harbor Financial Associates is a reputable finance and insurance agency located at 106 Crystal Brook Hollow Road in Port Jefferson Station, New York, United States. With a team of experienced professionals, they provide a wide range of financial services and insurance solutions to meet the needs of their clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Heritage Harbor Financial Associates is dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can assist you in securing your financial future.

Edward Jones - Financial Advisor: Michael R Sceiford, CFP® is a trusted financial institution located at 640 Belle Terre Road in Port Jefferson, New York. Specializing in personalized financial planning and investment strategies, Michael R Sceiford, a Certified Financial Planner, provides expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals, families, and businesses secure their financial futures. Visit us today to see how we can help you plan for tomorrow.

Suffolk Credit Union is a trusted financial institution located at 200 Belle Terre Road in Port Jefferson, New York. As a full-service credit union, we offer a wide range of banking and financial services to our members. Whether you need to access cash at our convenient ATMs, open a savings or checking account, or secure a loan for a new car or home, Suffolk Credit Union is here to help. Our friendly staff is dedicated to providing personalized service and helping our members achieve their financial goals. Visit us today to experience the difference of banking with Suffolk Credit Union.

Newton Sankey & Co. is a reputable accounting and finance institution located at 6 Roosevelt Avenue in Port Jefferson Station, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Newton Sankey & Co. to deliver accurate and reliable financial advice to help them achieve their goals. Whether you are an individual or a business, this institution is dedicated to providing top-notch financial solutions tailored to your specific needs.

Welcome to Risotto Financial Services, LLC, your trusted partner in accounting and financial solutions. Conveniently located at 373 Old Town Road, Port Jefferson Station, New York, our firm is dedicated to serving the financial needs of individuals and businesses in the community and beyond. At Risotto Financial Services, LLC, we specialize in providing comprehensive accounting services, tailored financial planning, and insightful consultancy to help you navigate the complexities of financial management. Our team of experienced professionals is committed to delivering personalized service, ensuring that each client receives the attention and expertise they deserve.

Welcome to the Citizens Bank ATM located at 240 Terryville Road, Port Jefferson Station, New York 11776. As a trusted financial partner, we are committed to helping you manage and grow your finances with ease. Whether you're preparing for college, looking to unlock your home's equity, or simply saving for the future, we offer a range of solutions tailored to your needs. Our innovative services, like Citizens FastLine® for a seamless Home Equity Line of Credit, make financial management straightforward and accessible. With our Round Ups‡ feature, you can effortlessly turn everyday purchases into savings, helping you reach your financial goals faster.

Welcome to Empire National Bank, your trusted financial partner located at 4747 Nesconset Highway, Port Jefferson Station, New York. At Empire National Bank, we are committed to providing exceptional banking and financial services tailored to meet the unique needs of our community. Our team of experienced professionals is dedicated to helping you achieve your financial goals with a wide range of products and services, including personal and business banking, loans, mortgages, and investment solutions. With a focus on personalized service and innovative financial solutions, Empire National Bank is here to support you every step of the way. Visit us today to experience the difference of a locally-focused bank that truly cares about your financial success.

Welcome to Deb Herman Realtor, your trusted real estate partner located in the heart of Port Jefferson, New York. Situated at 709 Main Street, our agency is dedicated to providing exceptional real estate services to the vibrant communities of Long Island. With a deep understanding of the local market and a commitment to personalized service, Deb Herman Realtor is your go-to resource for buying, selling, and investing in properties. Our team of experienced professionals is passionate about helping you navigate the real estate landscape with ease and confidence. Whether you're a first-time homebuyer, looking to upgrade, or seeking the perfect investment opportunity, we offer tailored solutions to meet your unique needs. At Deb Herman Realtor, we pride ourselves on our integrity, attention to detail, and unwavering dedication to client satisfaction.

Welcome to Brianne Tallman | Lic. RE Salesperson at Frontline Realty Group, your trusted partner in real estate located in the heart of Port Jefferson, New York. Situated at 216A Main Street, our agency is dedicated to serving the vibrant community of Port Jefferson and the surrounding areas with exceptional real estate services. As a licensed real estate salesperson, Brianne Tallman brings a wealth of knowledge, experience, and a personalized approach to help you navigate the dynamic real estate market. Whether you are buying, selling, or investing, our commitment to excellence ensures that your real estate journey is seamless and successful.

Welcome to Reliant Realty Group LLC, your trusted partner in real estate and construction services, conveniently located at 414 Main Street, Port Jefferson, New York. As a premier general contractor and real estate agency, we are dedicated to providing exceptional service and expertise to meet all your property needs. Whether you're looking to buy, sell, or develop a property, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on our commitment to quality, integrity, and client satisfaction. At Reliant Realty Group LLC, your dreams are our blueprint. Visit us today and discover how we can help turn your real estate visions into reality.

Welcome to Debbie Herman, American Way Real Estate Inc, your trusted partner for all your real estate needs in Port Jefferson, New York. Conveniently located at 709 Main Street, our dedicated team of experienced professionals is committed to providing exceptional service and personalized solutions for both buyers and sellers. Whether you're searching for your dream home, looking to sell your property, or seeking investment opportunities, we leverage our local expertise and industry knowledge to guide you through every step of the process. At Debbie Herman, American Way Real Estate Inc, we pride ourselves on building lasting relationships with our clients and delivering results that exceed expectations. Visit us today and experience the American Way difference in real estate.

Welcome to The Gitto Group, your premier real estate agency located in the heart of Port Jefferson, New York. Situated at 414 Main Street, The Gitto Group is dedicated to providing exceptional real estate services to our clients throughout the vibrant community of Port Jefferson and the surrounding areas. With a deep understanding of the local market and a commitment to personalized service, our team of experienced professionals is here to guide you through every step of your real estate journey. Whether you're buying, selling, or investing, we offer expert advice and tailored solutions to meet your unique needs.

Welcome to Re/Max Signature Real Estate, your trusted partner in navigating the dynamic real estate market of Port Jefferson Station and the surrounding areas. Conveniently located at 650 New York 112, Port Jefferson Station, NY 11776, our agency is dedicated to providing exceptional service and expert guidance to both buyers and sellers. At Re/Max Signature Real Estate, we pride ourselves on our deep local knowledge and commitment to customer satisfaction. Whether you are looking to buy your dream home, sell a property, or explore investment opportunities, our team of experienced real estate professionals is here to assist you every step of the way. We understand that every client's needs are unique, and we tailor our services to ensure a personalized and seamless real estate experience.

Welcome to EXIT Realty Island Elite, your trusted partner in real estate located in the heart of Port Jefferson Station, New York. Situated at 4699 Nesconset Highway, our agency is dedicated to providing exceptional service to clients across the region. Whether you're buying, selling, or investing, our team of experienced professionals is here to guide you every step of the way. At EXIT Realty Island Elite, we pride ourselves on our deep local knowledge, personalized approach, and commitment to achieving the best results for our clients. Discover the difference with a real estate agency that puts your needs first. Visit us today and let us help you find your dream home or the perfect investment opportunity.

Welcome to Jason Furnari-Realtor at EXIT Realty Island Elite, where your home buying and selling journey is our top priority. Located conveniently at 4699-2 Nesconset Highway, Port Jefferson Station, New York, we are committed to serving the vibrant communities of Long Island with unmatched expertise and dedication. Jason Furnari, a seasoned real estate professional, brings a wealth of knowledge and a personalized approach to every client interaction. Whether you're a first-time homebuyer, looking to upgrade, or interested in investment properties, Jason is here to guide you through the process with ease and confidence. At EXIT Realty Island Elite, we pride ourselves on our client-first philosophy, ensuring that your real estate goals are met with professionalism and integrity.

Welcome to Cardinal Realty Group, LLC, your trusted partner in legal and real estate services located in the heart of Port Jefferson, New York. Situated at 214 East Main Street, our firm is dedicated to providing exceptional expertise and personalized solutions to meet all your real estate and legal needs. At Cardinal Realty Group, LLC, we understand that navigating the complexities of real estate transactions and legal matters can be challenging. That’s why our team of experienced professionals is here to guide you every step of the way. Whether you are buying or selling a home, seeking investment opportunities, or require legal advice, we offer comprehensive services tailored to your unique situation.

Welcome to New Bridge Realty, your trusted partner in navigating the dynamic real estate market of Port Jefferson and the surrounding areas. Located conveniently at 417 East Main Street, Port Jefferson, New York, our agency is committed to providing exceptional service and personalized solutions for all your real estate needs. At New Bridge Realty, we understand that buying or selling a property is a significant decision, and our team of experienced professionals is here to guide you every step of the way. Whether you're a first-time homebuyer, looking to sell your property, or seeking investment opportunities, we offer expert advice and a comprehensive range of services to ensure a seamless and successful transaction.

Welcome to Jolie Powell Realty Inc, your trusted partner in real estate located in the heart of Port Jefferson, New York. Situated at 406 Main Street, our agency is dedicated to providing exceptional real estate services to our community and beyond. With a deep understanding of the local market and a commitment to personalized service, we help you navigate the complexities of buying, selling, or renting properties with ease and confidence. At Jolie Powell Realty Inc, we pride ourselves on our extensive knowledge of the Port Jefferson area and our ability to cater to a diverse range of real estate needs. Whether you're a first-time homebuyer, looking to upgrade, or seeking the perfect investment opportunity, our experienced team is here to guide you every step of the way. Our agents are not only seasoned professionals but also passionate about helping you find the property that perfectly fits your lifestyle and goals.

Welcome to Chase Bank, located at 120 Main Street, Port Jefferson, New York 11777, United States. As a leading name in the banking and financial services industry, Chase Bank is dedicated to providing a wide array of financial solutions tailored to meet the needs of individuals and businesses alike. Our branch in Port Jefferson offers comprehensive financial services, including ATM facilities, personal banking, and expert financial advice. With our Business Banking services, you can benefit from the expertise of a dedicated team of professionals who can guide you in improving cash flow, offering credit solutions, and managing payroll efficiently. Additionally, we provide online and mobile banking options, business credit cards, and payment acceptance solutions specifically designed for businesses.

Welcome to Lisa Molinelli Coach Realtors Located at 354 New York 25A, Mount Sinai, NY 11766, Lisa Molinelli Coach Realtors is your trusted partner in real estate, dedicated to helping you move in the right direction. With a genuine passion for real estate, Lisa Molinelli is well-versed in all aspects of the industry, from upsizing and downsizing to relocation and beyond.

Coastline Wealth Management is a leading financial institution located at 1303 Main Street in Port Jefferson, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Coastline Wealth Management is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards financial success.

Wells Fargo Advisors is a prominent financial institution located at 70 North Country Road in, Port Jefferson, New York, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Wells Fargo Advisors is there to provide expert guidance and personalized solutions.

Welcome to American Way Real Estate, your trusted partner in navigating the dynamic world of real estate in Port Jefferson and the surrounding areas. Conveniently located at 709 Main Street, Port Jefferson, New York, our agency is committed to providing exceptional service and expert guidance to help you achieve your real estate goals. Whether you're buying, selling, or renting, our team of experienced professionals is dedicated to delivering personalized solutions tailored to your unique needs. At American Way Real Estate, we pride ourselves on our deep local knowledge, integrity, and commitment to building lasting relationships with our clients. Discover the American Way difference today and let us help you find the perfect home or investment opportunity in this beautiful region. Visit us at our Main Street location or contact us to start your real estate journey with confidence.