TOP 30 Investment management in Sag Harbor, New York

Welcome to Beard Asset Management, your trusted partner in financial success. Conveniently located at 126 Main Street, Sag Harbor, New York, we specialize in providing personalized asset management solutions to help you achieve your financial goals. With years of experience in the finance industry, our team of dedicated professionals is committed to offering expert advice and tailored strategies that align with your unique needs and aspirations. At Beard Asset Management, we understand that each client is different, which is why we take a personalized approach to managing your assets. Whether you're planning for retirement, looking to grow your wealth, or seeking guidance on investment opportunities, we are here to support you every step of the way. Our comprehensive range of services includes investment planning, portfolio management, risk assessment, and financial consulting.

Welcome to Brown Harris Stevens of Sag Harbor, your premier real estate agency located in the heart of the historic village at 96 Main Street, Sag Harbor, New York. Nestled in the picturesque Hamptons, our office is dedicated to providing exceptional real estate services tailored to meet the unique needs of our clients. With a rich history of excellence and a deep understanding of the local market, our team of experienced professionals is committed to helping you find your dream home or the perfect investment property. Whether you're buying, selling, or renting, we offer personalized guidance and unparalleled expertise to ensure a seamless and rewarding real estate experience. Discover the charm of Sag Harbor and the beauty of the surrounding areas with Brown Harris Stevens, where your real estate goals are our top priority. Visit us today and let us be your trusted partner in navigating the Hamptons real estate landscape.

Welcome to Douglas Elliman Real Estate Office in Sag Harbor, NY, your premier destination for all your real estate needs. Conveniently located at 138 Main Street in the heart of the charming village of Sag Harbor, our office is dedicated to providing exceptional real estate services in this picturesque corner of the Hamptons. At Douglas Elliman Sag Harbor, we pride ourselves on our deep local knowledge and our commitment to delivering personalized service to each of our clients. Whether you are looking to buy, sell, or rent a property, our team of experienced real estate professionals is here to guide you every step of the way. We specialize in a wide range of properties, from luxurious waterfront estates to cozy village homes, ensuring we have the perfect fit for every lifestyle and budget.

Strategic Advisory Group Inc. is a leading finance institution located at 253 Main Street in Sag Harbor, New York, United States. Our team of experienced financial experts provides strategic advice and guidance to help clients make informed decisions and achieve their financial goals. With a focus on innovation and personalized service, we offer a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are seeking investment advice, wealth management services, or strategic planning support, Strategic Advisory Group Inc. is here to help you navigate the complex world of finance with confidence and success.

Welcome to Gold Hill Builders LLC Located at 306 Main Street, Northport, New York 11768, Gold Hill Builders LLC is your premier choice for high-end custom home building and remodeling. Serving Suffolk and Nassau Counties on Long Island, New York, and Breckenridge, Colorado, we have been transforming visions into reality since 2001.

Welcome to the Law Office of Thomas W. Horn, where your legal needs are our top priority. Conveniently located at 3330 Noyack Road in the picturesque town of Sag Harbor, New York, our practice is committed to providing exceptional legal services to individuals, families, and businesses in the local community and beyond. At the Law Office of Thomas W. Horn, we understand that navigating the legal system can be complex and overwhelming. With years of experience and a deep understanding of the law, Thomas W. Horn is dedicated to offering personalized and effective solutions tailored to each client's unique situation. Whether you require assistance with family law, estate planning, real estate transactions, or business law, we are here to guide you every step of the way.

Welcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.

Welcome to the Chase ATM located at 89 Main Street, Sag Harbor, New York 11963. As a part of JPMorgan Chase & Co., we are committed to providing you with a wide range of financial services tailored to meet your needs. Our ATM is conveniently accessible for your everyday banking transactions, including cash withdrawals, deposits, and balance inquiries. Our services extend beyond basic banking. With Chase Business Banking, you can benefit from expert guidance on improving cash flow, managing payroll, and finding credit solutions. We offer online and mobile services, business credit cards, and payment solutions designed to support your business's growth.

Welcome to Dime Community Bank, your trusted financial partner located at 15 Long Island Avenue, Sag Harbor, New York 11963. As a leading provider of comprehensive banking and financial services, we are dedicated to meeting the needs of our community with a personal touch. Our convenient location offers a full range of services, including ATM access for quick and easy transactions, as well as personalized banking solutions to help you manage your finances effectively. Whether you're opening a new account, seeking a loan, or simply need financial advice, our friendly and professional staff is here to assist you every step of the way. Visit Dime Community Bank today and discover how we can help you achieve your financial goals.

Welcome to Chase Bank, located at 89 Main Street, Sag Harbor, New York 11963. As a leading financial institution, we offer a comprehensive range of services to meet your banking, ATM, and financial needs. Our branch is dedicated to providing exceptional service and support to individuals and businesses alike. At Chase, we understand the importance of managing your finances efficiently. Our Business Banking services are designed to help you optimize cash flow, access tailored credit solutions, and manage payroll effectively. Our team of experienced professionals is here to guide you every step of the way.

Welcome to Dime Community Bank, your trusted financial partner located at 2 Bay Street, Sag Harbor, New York. As a cornerstone of the community, we are proud to offer a comprehensive range of banking and financial services designed to meet the diverse needs of our customers. Whether you're looking to manage your personal finances, grow your business, or plan for the future, our team of experienced professionals is here to provide personalized solutions and expert guidance. At Dime Community Bank, we prioritize convenience and accessibility. Our state-of-the-art ATM services ensure you have access to your funds whenever you need them. We are committed to delivering exceptional customer service and building lasting relationships with our clients based on trust and transparency.

Welcome to M&T Bank, your trusted financial partner located at 17 Main Street, Sag Harbor, New York. At M&T Bank, we are committed to providing personalized banking and financial services tailored to meet your needs. Whether you're looking to open a new account, secure a loan, or manage your investments, our team of experienced professionals is here to help you achieve your financial goals. We pride ourselves on delivering exceptional customer service and building strong relationships with the Sag Harbor community. Visit us today to experience the difference that local expertise and dedicated service can make. M&T Bank – where your financial well-being is our priority.

Welcome to Saybrook Capital, your trusted partner in financial excellence, located in the heart of Sag Harbor at 7 Spring Street, New York. As a premier financial services firm, we specialize in offering tailored investment strategies and comprehensive financial planning solutions to meet the unique needs of our clients. Our team of experienced professionals is dedicated to providing personalized service, ensuring that you achieve your financial goals with confidence and clarity. Whether you're planning for retirement, managing your wealth, or seeking investment opportunities, Saybrook Capital is here to guide you every step of the way. Visit us today and discover how we can help secure your financial future.

Welcome to Raymond James Financial Services, your trusted partner in achieving financial success. Conveniently located at 69 Main Street in the picturesque village of Sag Harbor, New York, our office is dedicated to providing personalized financial solutions tailored to meet your unique needs. As a leading provider of comprehensive financial services, we specialize in investment management, retirement planning, estate planning, and wealth management. Our team of experienced professionals is committed to guiding you through every step of your financial journey, ensuring your goals are met with confidence and clarity. At Raymond James Financial Services, we pride ourselves on our client-centric approach, offering insightful advice and innovative strategies to help you navigate the complexities of today's financial landscape. Visit us today and discover how we can help you secure a prosperous future.

Welcome to Elnora Inc., your trusted partner in financial excellence, conveniently located at 82 Hempstead Street, Sag Harbor, New York. At Elnora Inc., we are committed to providing personalized financial services that cater to the unique needs of individuals and businesses alike. Our team of experienced professionals brings a wealth of knowledge and expertise to help you navigate the complex world of finance with confidence. Whether you're seeking investment advice, retirement planning, tax strategies, or business consulting, Elnora Inc. offers a comprehensive range of services designed to empower you in achieving your financial goals. We pride ourselves on building lasting relationships with our clients, grounded in trust, transparency, and a deep understanding of your financial aspirations.

Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.

Welcome to Ted Morales - State Farm Insurance Agent, your trusted insurance partner in Hampton Bays, New York. Located at 252 West Montauk Highway, we are proud to serve our community and the greater Suffolk and Nassau Counties, including East Hampton, West Hampton, Southampton, Sag Harbor, Bridgehampton, Montauk, Shirley, Riverhead, and the five boroughs. Our mission is to help you manage the risks of everyday life, providing comprehensive insurance solutions tailored to your unique needs. Established in 2019, our agency is driven by a commitment to making a genuine impact on the lives of our neighbors. With over 30 years of industry experience, Ted Morales, our dedicated State Farm agent, leads a team that is fluent in both English and Spanish, ensuring clear communication and exceptional service for every client. We specialize in a wide range of insurance products, including auto, home, life, renters, health, and business insurance, as well as pet insurance and coverage for recreational vehicles, campers, jet-skis, and snowmobiles.

Welcome to TrustED Fine Jewelry, your premier destination for exquisite jewelry and expert financial services in the heart of Sag Harbor, New York. Located at 66 Main Street, our elegant store combines the sophistication of a luxury jewelry boutique with the trusted guidance of financial expertise. At TrustED Fine Jewelry, we pride ourselves on offering a stunning collection of fine jewelry pieces, from timeless classics to contemporary designs, each crafted with the utmost precision and care. Our knowledgeable staff is dedicated to providing personalized service, ensuring that you find the perfect piece to celebrate life's special moments. In addition to our exceptional jewelry offerings, we provide a range of financial services to help you make informed decisions about your valuable investments. Discover the unique blend of elegance and trust at TrustED Fine Jewelry, where your satisfaction is our top priority. Visit us today to experience the artistry and expertise that sets us apart.

Welcome to Mark Borghi, a premier art gallery located in the heart of Sag Harbor, New York. Nestled at 34 Main Street, our gallery is a vibrant hub for art enthusiasts and collectors alike. Known for our exceptional collection of contemporary and modern art, we showcase a diverse range of works from both established and emerging artists. At Mark Borghi, we are dedicated to fostering a dynamic and inspiring environment where creativity thrives. Whether you're an avid collector or a curious visitor, our knowledgeable team is here to guide you through our latest exhibitions and help you discover pieces that resonate with your personal taste. Visit us to experience the transformative power of art and explore the rich tapestry of artistic expression that defines our gallery.

Welcome to Shred Nations, your trusted partner in secure document destruction located at 2 Main Street, Sag Harbor, New York 11963. We specialize in connecting you with top-tier paper shredding providers, ensuring your sensitive information remains protected from identity theft and data breaches. Whether you're a small business with a low-volume shredding project or a large corporation with extensive document destruction needs, we have the right solution for you. Our drop-off shredding services are perfect for handling smaller quantities of documents (up to 90lbs) efficiently and affordably. For larger projects or those requiring a certificate of destruction, explore our comprehensive service options including mobile shredding, off-site shredding, and Ship ‘N’ Shred. While drop-off services do not accommodate hard drives or electronics, we offer specialized hard drive destruction and electronic shredding to securely dispose of these items.

Welcome to The Corcoran Group, your premier real estate agency located in the heart of Sag Harbor at 35 Main Street, New York. With a longstanding reputation for excellence, we specialize in connecting clients with their dream homes and investment properties throughout the picturesque Hamptons region. Our team of experienced and dedicated real estate professionals is committed to providing personalized service, whether you're buying, selling, or renting. At The Corcoran Group, we understand the unique charm and allure of Sag Harbor and its surrounding areas, and we leverage our local expertise to ensure a seamless and rewarding real estate experience. Discover the perfect property with us today and let us help you turn your real estate dreams into reality.

Welcome to Team Michael Daly, your premier real estate partner located at 138 Main Street, Sag Harbor, New York. Nestled in the heart of the charming and historic village of Sag Harbor, we specialize in providing exceptional real estate services tailored to meet the unique needs of our clients. Whether you're buying, selling, or renting, our dedicated team of experienced professionals is committed to delivering personalized, attentive service to ensure a seamless and rewarding experience. At Team Michael Daly, we pride ourselves on our deep community roots and extensive knowledge of the local market. Our passion for Sag Harbor and the surrounding areas drives us to help you find the perfect home or investment property that aligns with your lifestyle and goals. We understand that real estate is more than just a transaction—it's about building relationships and helping you achieve your dreams.

Welcome to Helen Gifford Real Estate, your trusted partner in finding the perfect home or investment property in the heart of Sag Harbor, New York. Conveniently located at 35 Main Street, our agency prides itself on offering personalized, professional, and reliable real estate services to both buyers and sellers. With a deep understanding of the local market and a commitment to excellence, our team is dedicated to helping you navigate the complexities of real estate transactions with ease. Whether you're searching for a charming coastal retreat, a modern family home, or a lucrative investment opportunity, Helen Gifford Real Estate is here to guide you every step of the way. Discover the unique charm and vibrant community of Sag Harbor with us, and let us turn your real estate dreams into reality. Visit us today and experience the difference of working with a local expert who truly cares.

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.

Welcome to Robert Florio Real Estate, your trusted partner in finding the perfect home or investment property in the heart of Sag Harbor, New York. Conveniently located at 35 Main Street, our agency is dedicated to providing exceptional real estate services to both buyers and sellers in this picturesque and historic community. At Robert Florio Real Estate, 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 and knowledgeable agents is committed to delivering personalized, professional, and attentive service tailored to your unique needs. Whether you're searching for a charming waterfront home, a cozy cottage, or a lucrative investment opportunity, we are here to guide you every step of the way.

Welcome to Susan Sprott Real Estate, your trusted partner in finding the perfect home or investment property in the heart of Sag Harbor, New York. Conveniently located at 35 Main Street, our agency is dedicated to providing personalized and professional real estate services to both buyers and sellers in the Hamptons area. With a deep understanding of the local market and a commitment to excellence, our team is here to guide you through every step of the real estate process. Whether you're searching for a charming waterfront home, a cozy cottage, or a lucrative investment opportunity, we are here to make your real estate dreams a reality. Visit us today and experience the difference of working with a team that truly cares about your needs and aspirations.

Welcome to East End Listings, your premier real estate agency located in the heart of Sag Harbor, New York. Situated at 4098 Noyack Road, our agency specializes in helping you find your dream home or perfect investment property in the beautiful East End of Long Island. With a deep understanding of the local market, our dedicated team of experienced realtors is committed to providing personalized service and expert guidance every step of the way. Whether you're buying, selling, or renting, East End Listings offers a comprehensive range of services tailored to meet your unique needs. Explore the charm of the Hamptons with us and discover why so many choose East End Listings as their trusted real estate partner. Visit us today and let us help you turn your real estate dreams into reality.

Welcome to Caleb Kercheval Real Estate Agency, your trusted partner in finding the perfect property in the enchanting region of Sag Harbor, New York. Located conveniently at 4098 Noyack Road, Caleb Kercheval is dedicated to providing exceptional real estate services to both buyers and sellers. With a deep understanding of the local market and a commitment to personalized service, our experienced team is here to guide you through every step of your real estate journey. Whether you're looking for a charming coastal home, a luxurious estate, or a promising investment property, Caleb Kercheval Real Estate Agency is here to make your dreams a reality. Visit us today and discover the unique charm and opportunities that Sag Harbor has to offer.

Welcome to Apples 2 Apples, your trusted partner in real estate and general contracting, located at 61 Wickatuck Drive, Sag Harbor, New York. Nestled in the heart of the Hamptons, our business is dedicated to transforming your real estate dreams into reality. Whether you're looking to buy, sell, or develop property, Apples 2 Apples offers expert guidance and personalized service every step of the way. With a deep understanding of the local market and a commitment to excellence, our team of experienced professionals provides comprehensive solutions tailored to your unique needs. From finding the perfect home or investment property to managing renovations and new constructions, we ensure quality and satisfaction in every project.

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.