Investment analysis in Southampton, New York
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BSB Accountants & Advisors
Welcome to BSB Accountants & Advisors Located at 158 County Road 39, Southampton, New York, BSB Accountants & Advisors is your trusted partner in accounting and finance. We specialize in helping businesses, from eager start-ups to mature corporations, understand and improve their financial health. Our team is dedicated to ensuring your business excels in key financial aspects like gross profit, liquidity, regularity, and efficiency.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management - Southampton, NY Welcome to Merrill Lynch Wealth Management, located at 57 Hampton Road, Southampton, New York. As a leading name in the finance sector, our branch is dedicated to providing comprehensive wealth management solutions tailored to your unique needs.
Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC, where we are committed to providing exceptional financial advisory services tailored to your unique needs. Located at 1673 County Road 39, Southampton, New York, our team is dedicated to helping you achieve your financial goals with confidence and clarity. Our expertise is backed by a range of prestigious certifications, ensuring that we deliver the highest standard of financial planning and advice. Our advisor holds the AAMS™ (Accredited Asset Management Specialist™) certification, which emphasizes a strong ethical foundation and proficiency in asset management, investment strategies, estate planning, and more. We also offer specialized services for domestic partners, retirees, and small business owners, thanks to our ADPA™ (Accredited Domestic Partnership Advisor™) and AWMA℠ (Accredited Wealth Management Advisor℠) designations.
Helen Minieri Stacy CFP® - UBS Financial Services Inc.
Welcome to Helen Minieri Stacy CFP® - UBS Financial Services Inc., your trusted partner in achieving financial success. Conveniently located at 8 Main Street, Southampton, New York, our firm is dedicated to providing personalized financial advice and solutions tailored to meet your unique needs. With a wealth of experience in the finance industry, Helen Minieri Stacy, a Certified Financial Planner®, leads our team in offering services that include investment management, retirement planning, estate planning, and wealth preservation strategies. Our commitment to excellence and client-focused approach ensures that you receive the highest level of service and guidance. Whether you are planning for your future, managing your investments, or seeking to protect your assets, we are here to help you navigate your financial journey with confidence. Visit us today to discover how we can assist you in reaching your financial goals.
Mala Sander+Team at The Corcoran Group
Welcome to Mala Sander Team at The Corcoran Group, your premier real estate agency specializing in the luxurious Hamptons market. Conveniently located at 35 Main Street, Sag Harbor, New York, we are dedicated to representing and selling the finest properties across the Hamptons, including Southampton, Sag Harbor, Water Mill, Bridgehampton, Sagaponack, Wainscott, and East Hampton. With over 20 years of experience, Mala Sander is a leading expert in the Hamptons real estate scene, consistently ranking among the top agents nationwide. Her commitment to understanding the unique lifestyles of her clients has earned her a loyal following, from local business owners to international elites. Mala's strategic, client-focused approach ensures every transaction is tailored to meet your specific needs, offering insightful market analysis and guidance.
Terry Cohen
Welcome to Terry Cohen's Hedgerow Exclusive Properties, your gateway to the pinnacle of luxury real estate in the Hamptons and beyond. Located at 2495 Montauk Highway, Bridgehampton, New York, our firm stands out for its commitment to private offerings, discretion, and innovative strategies. With decades of expertise in the ultra-luxury market, we have facilitated some of the most significant transactions not only in the Hamptons but across the nation. At Hedgerow, we transcend traditional real estate practices by offering our clients exclusive access to a portfolio of private inventory and unique opportunities that truly exist in the Hamptons. Our deep-rooted buy-side relationships allow us to provide unparalleled insights and opportunities tailored to our clientele's distinct needs.
Pat O'Donoghue Real Estate
Welcome to Pat O'Donoghue Real Estate, your trusted partner in navigating the vibrant real estate market of Southampton, New York. Conveniently located at 264 North Sea Road, our agency has been serving the local community with dedication and integrity for years. We specialize in providing personalized real estate solutions, whether you're looking to buy, sell, or rent a property in the beautiful Hamptons area. Our team of experienced professionals is committed to delivering exceptional service, ensuring a seamless and stress-free experience for all our clients. At Pat O'Donoghue Real Estate, we pride ourselves on our deep local knowledge and a strong network that allows us to offer exclusive listings and insightful advice. Discover the perfect home or investment property with us, where your real estate dreams become a reality. Visit our website to explore current listings or contact us today to discuss your real estate needs.
Gill Business Enterprises LLC
Welcome to Gill Business Enterprises LLC Empowering Enterprises and Maximizing Your Potential
Rocco A. Carriero Wealth Partners - Ameriprise Financial Services, LLC
Welcome to Rocco A. Carriero Wealth Partners, a trusted provider of financial services located at 640 Johnson Avenue, Bohemia, New York. As part of Ameriprise Financial Services, LLC, we are committed to helping you navigate your financial journey with confidence and clarity. Our team of experienced financial advisors is individually registered and well-equipped to serve clients across various U.S. states. To learn more about our advisors' qualifications, please visit their personal websites or consult FINRA’s BrokerCheck. At Rocco A. Carriero Wealth Partners, we understand that your financial goals are unique. That's why we invite you to meet with us to discuss what's most important to you. During our initial consultation, we will provide an overview of financial planning concepts tailored to your needs. Please note that this session does not include written analysis or specific recommendations.
Merrill Lynch Financial Advisor Mary C. Barty Scheurer
Welcome to Merrill Lynch Financial Advisor Mary C. Barty Scheurer, located at 57 Hampton Road, Southampton, New York 11968. As a dedicated financial advisor, Mary C. Barty Scheurer is committed to helping you navigate the complexities of finance and investment. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we provide the tools and insights you need to pursue your financial goals. At our Southampton office, we understand that every client is unique. Whether you have a clear financial strategy or are just beginning to plan for the future, we tailor our services to meet your individual needs. Our approach is about more than just managing money; it’s about understanding your plans, hopes, dreams, and goals. We work closely with you to adapt to changing goals, evolving family situations, and new commitments.
Merrill Lynch Financial Advisor Harry L Hackett
Welcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.
Merrill Lynch Financial Advisor Anthony P Addison
Welcome to Merrill Lynch Financial Advisor Anthony P Addison, your trusted partner in financial success. Conveniently located at 57 Hampton Road, Southampton, New York, our firm is dedicated to helping you navigate the complexities of wealth management with confidence and clarity. At Merrill Lynch, we offer access to an extensive array of investment solutions from Merrill and banking products from Bank of America. Our mission is to provide you with timely insights into the ever-evolving markets and global economy, ensuring you stay on track toward achieving your financial goals.
Merrill Lynch Financial Advisor Joseph Gaviola
Welcome to Merrill Lynch Financial Advisor Joseph Gaviola's office, located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor, Joseph Gaviola is committed to helping you navigate the complexities of wealth management with personalized strategies tailored to your unique financial goals. At Merrill Lynch, we provide access to a wide range of investment solutions alongside the banking convenience of Bank of America. Our approach begins with a deep understanding of your financial picture, ensuring that the strategies we develop are as flexible and dynamic as today's ever-changing market conditions. We focus on what matters most to you, crafting a personalized plan to help you and your family pursue your financial aspirations while managing investment risk.
George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.
Peter Kern - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Peter Kern - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. As a dedicated financial advisor, I am committed to helping you achieve your financial goals, whether they include retirement planning, education funding, or major purchases like a second home. At Peter Kern - Financial Advisor, we start by understanding what matters most to you. I provide personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our approach involves documenting your objectives, meeting regularly to review and analyze your progress, and adjusting strategies as your life evolves. You can access your investments and accounts anytime, from any device, to track your progress safely and securely.
Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC
Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Meredith Diamond - Financial Advisor, located at 1673 County Road 39, Southampton, New York. With a commitment to providing exceptional financial guidance, our firm is dedicated to helping you achieve your financial goals through personalized strategies and expert advice.
Christian Greco - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Christian Greco - Financial Advisor at Ameriprise Financial Services, LLC, where your financial goals are our priority. Located at 1673 County Road 39, Southampton, New York, we are dedicated to helping you achieve a more confident financial future. Whether you're planning for retirement, saving for education, or considering a significant purchase like a second home, we provide personalized investment, asset allocation, and portfolio recommendations tailored to your unique goals and risk tolerance. Our approach begins with understanding what matters most to you. We document your objectives, meet regularly to review and analyze your progress, and adjust your strategy as your life evolves. With secure, anytime access from any device, you can track your investments and progress toward your goals, and share information with us safely.
Bryan Durso - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Bryan Durso - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. As a dedicated financial advisor, I am committed to helping you achieve your financial goals, whether they involve planning for retirement, funding education, or making significant purchases like a second home. At our initial complimentary consultation, we will discuss what's most important to you and outline how we can work together to meet your objectives. I provide personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Together, we'll document your goals, regularly review and analyze your progress, and adjust your approach as your life evolves. You can access your investments and track your progress anytime, from any device, securely.
UBS Financial Services Inc.
Welcome to UBS Financial Services Inc., your trusted partner in financial excellence, located at the heart of Southampton, New York. Situated at 8 Main Street, our office is dedicated to providing personalized financial solutions to meet your unique needs. As a leading provider in the finance industry, UBS Financial Services Inc. offers a comprehensive suite of services, including wealth management, investment advisory, retirement planning, and more. Our team of experienced professionals is committed to helping you achieve your financial goals with tailored strategies and expert guidance. Visit us today and discover how UBS Financial Services Inc. can help you secure a prosperous financial future.
Harbor Financial Partners
Welcome to Harbor Financial Partners Located in the heart of Southampton at 11 Main Street, Harbor Financial Partners is your trusted local provider for comprehensive financial and insurance services. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of financial planning and risk management with confidence and ease.
Sean Hattrick - UBS Financial Services Inc.
Welcome to Sean Hattrick - UBS Financial Services Inc., your trusted partner in financial success, located at 8 Main Street, Southampton, New York. Our firm is dedicated to providing personalized financial services to help you achieve your financial goals. With a comprehensive range of solutions, including wealth management, investment advice, and retirement planning, we tailor our strategies to meet your unique needs and aspirations. Our experienced team of financial advisors is committed to delivering exceptional service with integrity and professionalism. Whether you're planning for the future, managing current finances, or looking to grow your wealth, Sean Hattrick - UBS Financial Services Inc. is here to guide you every step of the way. Visit us today to discover how we can help you secure a prosperous financial future.
LibertyX Bitcoin ATM
Welcome to LibertyX Bitcoin ATM, your convenient and reliable destination for cryptocurrency transactions in Southampton, New York. Located at 82 Nugent Street, our ATM offers a seamless and secure way to buy Bitcoin with ease. Whether you are a seasoned investor or new to the world of digital currency, our user-friendly interface and straightforward process make it simple for anyone to participate in the cryptocurrency market. At LibertyX Bitcoin ATM, we prioritize your financial security and privacy, ensuring that your transactions are both safe and efficient. Our state-of-the-art machine provides quick access to Bitcoin, allowing you to take advantage of market opportunities whenever they arise.
Rocco A. Carriero Wealth Partners - Ameriprise Financial Services, LLC
Welcome to Rocco A. Carriero Wealth Partners, a trusted provider of Ameriprise Financial Services, LLC, located at 250 Montauk Highway, East Moriches, New York 11940. As a dedicated financial advisory firm, we are committed to helping you achieve your financial goals through personalized and strategic planning. At Rocco A. Carriero Wealth Partners, we understand that every individual has unique financial needs and aspirations. Our team of experienced Ameriprise financial advisors is here to guide you through the complexities of financial planning. During our initial consultation, we will introduce you to key financial planning concepts, helping you gain a clearer understanding of your financial landscape. Please note that this session does not include written analysis or recommendations.
Kelly Nelson
Welcome to Kelly Nelson Real Estate Agency, your trusted partner in finding the perfect home or investment property in the charming village of Sag Harbor, New York. Conveniently located at 35 Main Street, our agency is dedicated to providing exceptional service and expert guidance in the vibrant and competitive real estate market of the Hamptons. At Kelly Nelson, we understand that buying or selling a property is more than just a transaction; it's a life-changing experience. That's why our team of experienced real estate professionals is committed to delivering personalized solutions tailored to meet your unique needs and preferences. Whether you're searching for a cozy waterfront cottage, a luxurious estate, or a promising commercial property, we have the local expertise and market knowledge to help you make informed decisions.
Hitzmann Realty
Welcome to Hitzmann Realty, your trusted real estate partner located in the heart of Southampton, New York. Situated at 4 Old Orchard Road, our agency is committed to providing exceptional real estate services tailored to meet the unique needs of our clients. Whether you're looking to buy, sell, or rent a property in the picturesque Hamptons, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on our in-depth local knowledge, personalized service, and dedication to client satisfaction. Explore the best of Southampton's real estate market with Hitzmann Realty, where your property dreams become a reality. Visit us today to start your journey towards finding the perfect home or investment opportunity in this beautiful coastal community.
DPM
Welcome to DPM, your trusted real estate agency located in the heart of Southampton, New York. Situated at 184 West Neck Road, we specialize in connecting clients with their dream homes and investment properties in the picturesque surroundings of the Hamptons. Our team of experienced real estate professionals is dedicated to providing personalized service, ensuring that every client receives the attention and expertise they deserve. Whether you're buying, selling, or renting, DPM offers a comprehensive range of services to meet your real estate needs. Discover the perfect blend of luxury, comfort, and community with DPM—your gateway to exceptional living in Southampton. Visit us today and let us help you find your perfect property in this beautiful region.
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