TOP 30 Investment management firms in Port Jefferson, New York

11 results found

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.

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.

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.

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.

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 Business Equity Solutions, LLC Located in the heart of Port Jefferson, New York, Business Equity Solutions, LLC is your trusted partner in accounting and finance. Situated at 646 Main Street, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of our diverse clientele.

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 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 Remax Evan, your trusted partner in finance and real estate, conveniently located at 650 New York 112, Port Jefferson Station, New York. As a premier real estate agency, we specialize in providing personalized services to meet all your property needs. Whether you are buying, selling, or seeking financial advice for your real estate investments, our team of experienced professionals is here to guide you every step of the way. At Remax Evan, we pride ourselves on our commitment to excellence, integrity, and customer satisfaction. Discover the difference with our tailored solutions and let us help you achieve your real estate goals. Visit us today and experience exceptional service in the heart of Port Jefferson Station.

Welcome to CAMCO Commercial Real Estate, your trusted partner in navigating the dynamic world of commercial real estate. Conveniently located at 310 Hallock Avenue, Port Jefferson Station, New York, we proudly serve the greater New York area with a comprehensive suite of real estate services tailored to meet the unique needs of individual and family investors, as well as large corporations, midsize, small, and startup businesses. As a full-service commercial real estate brokerage firm, CAMCO CRE specializes in the sales, leasing, and management of a wide range of commercial properties. Our experienced team of agents is dedicated to helping clients achieve their goals by delivering competent guidance, creative solutions, and comprehensive research. Our expertise spans across multifamily, retail, industrial, office, self-storage, hospitality, and land transactions, ensuring that we can meet the diverse needs of our clients both locally and nationally.

Welcome to The Crest Group LLC, your trusted partner in finance, general contracting, legal services, and real estate. Located at 1201 Route 112, Suite 900, Port Jefferson Station, NY 11776, The Crest Group is a distinguished, privately held company known for its unwavering commitment to value creation and excellence in every project we undertake. As a leading real estate management and development company, as well as a boutique private equity group, we pride ourselves on our honesty and integrity, which have earned us a stellar reputation in the industry. Our focus is on optimizing the quality and integrity of each project from conception to completion, ensuring the highest standards are met throughout the project’s lifecycle.