TOP 30 Investment management expert in Hampton Bays, New York

10 results found

Welcome to Anikey's Property & Construction Management, your premier partner for all property and construction needs in Hampton Bays, New York. Conveniently located at 203B Springville Road, we are proud to offer a comprehensive range of services as a general contractor and home goods store. At Anikey's, we are dedicated to delivering top-quality construction solutions tailored to your unique needs. From initial project planning and design to skilled craftsmanship and timely delivery, our certified team of experts is committed to excellence in every detail. Whether you're envisioning a new build or a renovation, you can build with confidence when you choose Anikey's.

Welcome to Michael Schwenk - RBC Wealth Management, located at 223 West Montauk Highway, Hampton Bays, New York. As a leading finance firm, we specialize in professional wealth management, helping you prioritize your financial objectives and prepare to achieve them. Our dedicated team is committed to assisting you in navigating the complexities of wealth building, ensuring a secure financial future. We are proud to announce that our Financial Advisor, Michael Schwenk, was recognized as a Forbes Next-Gen Wealth Advisor in 2023. This national acknowledgment affirms our commitment to providing exceptional service to our clients.

Welcome to Jason Newman - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in New York City, distinguished by our substantial Assets Under Management, we are dedicated to providing personalized wealth management solutions tailored to every stage of your life. Our mission is to help you preserve and enhance your wealth through strategic relationships, expert advice, and world-class capabilities, ultimately expanding your opportunities and simplifying your life. We are proud to announce our inclusion in the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to the dedication and excellence we bring to our valued clients. Our team, the Covell/DiConza/Newman Group, is honored to have Financial Advisor James Covell recognized with prestigious industry awards, highlighting our commitment to exceptional client service.

Welcome to Joseph Jamison - RBC Wealth Management Financial Advisor Located at 223 West Montauk Highway, Hampton Bays, New York, Joseph Jamison is your trusted partner in navigating the complex world of finance. As a dedicated financial advisor, Joseph offers personalized wealth management services designed to help you prioritize your financial objectives and prepare to achieve them. At RBC Wealth Management, we understand the importance of a tailored approach to financial planning, ensuring that your unique needs and aspirations are at the forefront of everything we do.

Welcome to James Covell - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As a distinguished team within the RBC Wealth Management family, we pride ourselves on delivering customized wealth management solutions tailored to each stage of our clients' lives. Our mission is to preserve and enhance your wealth through personalized services, expert insights, and world-class capabilities that help you expand your opportunities and simplify your life. Our commitment to excellence has earned us recognition on the Forbes Best-In-State Wealth Management Teams list for 2024, reflecting the trust and satisfaction of our valued clients. We extend our gratitude to Forbes, our clients, and colleagues for their continued support and look forward to another successful year of service.

Welcome to Christopher Drew - RBC Wealth Management Financial Advisor, your trusted partner in navigating the complex world of finance. Situated at 223 West Montauk Highway in the picturesque Hampton Bays, New York, our firm is dedicated to providing personalized financial guidance and strategic investment solutions to help you achieve your financial goals. As a Senior Vice President and Financial Advisor with the RBC Wealth Management Consulting Group, Christopher Drew brings a wealth of expertise and a commitment to excellence. In an ever-evolving economic landscape, where the federal government’s debt has doubled since 2015, Christopher offers insightful advice and strategies to navigate these challenges. Our Midyear Outlook provides valuable perspectives on market trends and economic conditions, emphasizing the importance of sound portfolio management amidst political and economic noise.

Welcome to Dana Trotter - The Agency Hamptons, your premier destination for luxury real estate in the Hamptons. Situated at 2462 Montauk Highway in the heart of Bridgehampton, New York, our agency is renowned for its unparalleled expertise and exceptional service in the high-end real estate market. With over 28 years of experience and over $1.5 billion in real estate transactions, Dana Trotter is a name synonymous with excellence and trust. Dana has consistently been recognized among the industry's elite, ranking in the Top 250 of REAL Trends 500 by Sales Volume and the Top 50 by the Wall Street Journal. As a testament to her outstanding performance and dedication, Dana has earned the prestigious Top 5% 2024 Agency Chairmans Award and is recognized among the Top 10 Brokers Nationwide.

Welcome to Certified Financial Services, your trusted partner in navigating the complex world of finance, insurance, and legal matters. Conveniently located at 34 Red Creek Circle, Hampton Bays, New York, we are dedicated to providing personalized and comprehensive solutions to meet your unique needs. At Certified Financial Services, we understand that financial planning, insurance, and legal guidance are integral to achieving peace of mind and long-term success. Our team of experienced professionals is committed to delivering exceptional service, tailored strategies, and expert advice to help you make informed decisions and secure your future.

Welcome to M&T Bank, your trusted financial partner located at 168 West Montauk Highway, Hampton Bays, New York. At M&T Bank, we are committed to providing exceptional banking services tailored to meet the needs of our community. Whether you're looking for personal banking solutions, business banking services, or expert financial advice, our dedicated team is here to assist you every step of the way. As a full-service bank, we offer a wide range of products and services, including checking and savings accounts, loans, mortgages, and investment options, all designed to help you achieve your financial goals. Our customer-focused approach ensures that you receive personalized attention and solutions that are right for you.

Welcome to Chase ATM located at 47 West Montauk Highway, Hampton Bays, New York 11946, United States. As a part of JPMorgan Chase & Co., our ATM is here to meet your financial needs efficiently and securely. Whether you're withdrawing cash, checking your account balance, or making deposits, our ATM services are designed to provide you with convenient access to your finances. At Chase, we understand the importance of managing your financial life effectively. That's why we offer a range of services beyond ATM transactions. With our Business Banking solutions, you can receive expert guidance on improving cash flow, accessing credit solutions, and managing payroll. Our comprehensive suite includes online and mobile banking, business credit cards, and payment acceptance solutions tailored for businesses.