TOP 30 Investment portfolio in Southampton, New York

20 results found

Morgan Legal Group | Trusts & Estate Planning Southampton NY Welcome to Morgan Legal Group, your trusted partner in comprehensive estate planning and trusts services located at 33 Flying Point Road, Southampton, New York. As a specialized law firm, we are dedicated to addressing each client’s unique needs with personalized attention and expert guidance.

Welcome to Hamptons Luxury Design Construction Located at 53 Hill Street, Southampton, New York, Hamptons Luxury Design Construction is your premier partner in crafting extraordinary luxury residences. Our reputation is built on a foundation of superior design, exceptional craftsmanship, and a steadfast commitment to client satisfaction. As pioneers in the luxury home market, we blend contemporary sophistication with the timeless charm of the Hamptons to create homes that are as unique as they are beautiful.

Welcome to Gacovino, Lake & Associates, P.C., your trusted legal partner in Sayville, New York. Located at 270 West Main Street, our firm is dedicated to fighting for the rights of individuals who have suffered personal injuries across Long Island and the five boroughs of New York City. Established in 1993 by esteemed attorneys Steven Gacovino and Edward Lake, our practice has grown into a nationally recognized leader in personal injury and mass tort law. Our seasoned team is committed to securing the compensation you deserve if you've been involved in an accident. We also extend our services nationwide, representing clients in cases involving dangerous drugs and defective products. Our expertise spans a wide range of legal areas, including personal injury, wrongful death, criminal defense, wills and estates, and real estate law.

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 Merrill Lynch Financial Advisor Michael Gray, located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor, Michael Gray offers a comprehensive suite of investment solutions through Merrill and banking products from Bank of America. Our mission is to build and preserve wealth for our clients by understanding their unique financial goals and providing personalized, high-quality investment advice. At Merrill Lynch, we focus on creating tailored financial strategies that align with your risk tolerance, time horizon, and liquidity needs. By leveraging our deep knowledge and experience, we aim to help you navigate the complexities of the financial markets and make informed decisions that can shape a prosperous future for you and your family.

Welcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.

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.

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.

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 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.

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.

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.

Welcome to The Luss Group, Inc., your trusted partner for comprehensive insurance and financial services located at 45 Main Street, Southampton, New York. Serving the Hamptons and beyond, we specialize in financial planning and insurance solutions tailored to meet your unique needs. Led by Kevin A. Luss, CFP, ChFC, our team is committed to providing expert guidance and personalized strategies to help you achieve your financial goals. As a registered representative, Kevin offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, a member of SIPC.

Welcome to CDReload at CVS, your go-to solution for purchasing Bitcoin with cash in Southampton, New York. Conveniently located at 111 Main Street, our service is designed to make cryptocurrency transactions simple, secure, and instant. With over 16,000 participating locations nationwide, including major retail chains like CVS and Rite Aid, CDReload offers a hassle-free way to convert cash into Bitcoin. Simply walk into any of our partner stores, scan your barcode at the register, and deposit your cash. The funds are instantly credited to your CDReload account, allowing you to buy Bitcoin and transfer it to your digital wallet seamlessly.

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 Eileen Mullen - Sotheby's International Realty, your premier real estate agency located in the heart of Bridgehampton, New York. Situated at 2446 Main Street, our office is perfectly positioned to serve the vibrant communities of the Hamptons and beyond. As a distinguished part of the Sotheby's International Realty network, we offer unparalleled expertise and a commitment to excellence in luxury real estate services. Our dedicated team, led by the esteemed Eileen Mullen, brings a wealth of knowledge and a personalized approach to buying, selling, and renting properties. Whether you are searching for a charming summer retreat, a sprawling estate, or an investment opportunity, we are here to guide you every step of the way.

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.

Welcome to Saunders & Associates, your premier real estate agency located at 14 Main Street, Southampton, New York. Serving the vibrant communities of the Hamptons and beyond, we specialize in 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, our team of experienced professionals is dedicated to delivering personalized service and expert guidance throughout your real estate journey. With an extensive portfolio of luxury homes, charming cottages, and investment properties, Saunders & Associates is committed to helping you find the perfect match for your lifestyle and goals. Visit us today and experience the difference of working with a trusted and locally rooted real estate partner.

Welcome to Terry Thompson | Douglas Elliman Real Estate, your trusted partner in navigating the vibrant real estate market of Southampton, New York. Located at the prestigious address of 70 Jobs Lane, our office is nestled in the heart of one of the most sought-after destinations on Long Island. With a deep understanding of the local market and a commitment to personalized service, Terry Thompson and the Douglas Elliman team are dedicated to helping you find your dream home or achieve your property investment goals. Whether you are buying, selling, or renting, our extensive portfolio of luxurious properties caters to a wide range of needs and preferences. From charming cottages to expansive waterfront estates, we offer unparalleled access to some of the finest real estate in the Hamptons. Our experienced team of professionals is here to guide you every step of the way, ensuring a seamless and rewarding real estate experience.

Welcome to Cristina Matos - Hamptons Luxury Market Real Estate Broker, where exceptional service meets unparalleled expertise in luxury real estate. Located at 31 Main Street, Southampton, New York, Cristina Matos is recognized among Real Trends America's Best Real Estate Professionals, as featured in the Wall Street Journal. Specializing in luxury sales and rentals, Cristina's discerning eye, keen intelligence, and international flair have won the loyalty of her clientele, fostering a strong global network of private referrals and repeat business. Cristina is uniquely equipped to leverage Brown Harris Stevens’ robust operations across Manhattan, Palm Beach, Miami, and the Hamptons, along with its worldwide partnerships and affiliation with Luxury Portfolio, an esteemed network of elite agencies globally. Her commitment to going the extra mile ensures that every client receives personalized attention and access to exclusive off-market listings.