The 30 Best Investment strategy expert in Hampton Bays, New York

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 Dime Community Bank, your trusted financial partner located at 48 East Montauk Highway, Hampton Bays, New York. As a cornerstone of the community, we are dedicated to providing exceptional banking services tailored to meet your financial needs. Whether you're seeking a reliable ATM for your everyday transactions or comprehensive banking and financial solutions, our team is here to support you with personalized service and expert advice. At Dime Community Bank, we prioritize your financial well-being and offer a range of products, including savings and checking accounts, loans, and investment opportunities. Visit us today and experience the difference of a community-focused bank committed to helping you achieve your financial goals.

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 Edward DiConza - RBC Wealth Management, your trusted financial advisory team located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in NYC, recognized on the Forbes Best-In-State Wealth Management Teams list for 2024, we are committed to providing you with personalized wealth management solutions tailored to every stage of your life. Our mission is to help you preserve and enhance your wealth through our expertise, strong relationships, and world-class capabilities. Whether you are planning for retirement, investing in your future, or managing your estate, our team is here to simplify your financial journey and expand your opportunities.

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 Simon The Broker, your trusted partner in real estate located at 6 Long Wharf, Sag Harbor, New York. As a premier real estate agency, we specialize in navigating the luxury market in The Hamptons, offering deep insights and unparalleled expertise to both buyers and sellers. Our offerings include exquisite properties such as a 4-bedroom, 3-bath home featuring a spacious 2000 sq. ft. layout and a 16x32 pool, and a stunning 2-bedroom, 2-bath waterfront property spanning 1200 sq. ft. We're committed to staying ahead of industry trends through innovative strategies and a deep understanding of the local market.

Welcome to Marie Catanzano Realtor, your trusted real estate agency located at 26 East Montauk Highway, Hampton Bays, New York. With a deep commitment to the Hampton Bays community and a passion for helping clients achieve their real estate goals, Marie Catanzano Realtor offers personalized and professional services to buyers, sellers, and investors alike. Whether you're searching for your dream home, looking to sell your property, or seeking investment opportunities in the picturesque Hamptons region, our team is dedicated to providing expert guidance and exceptional service. We pride ourselves on our local knowledge, market expertise, and a client-centric approach that ensures a seamless and satisfying real estate experience.

Welcome to Joseph Savio, Douglas Elliman Real Estate, your trusted partner in navigating the dynamic real estate market of Hampton Bays, New York. Conveniently located at 14 West Montauk Highway, our office is dedicated to providing exceptional real estate services tailored to meet your unique needs. Whether you are buying, selling, or investing, our team of experienced professionals is committed to delivering personalized guidance and expert advice every step of the way. At Joseph Savio, we pride ourselves on our deep local knowledge and unwavering dedication to client satisfaction. Discover the difference of working with a team that truly understands the Hamptons real estate landscape. Visit us today and let us help you turn your real estate dreams into reality.

Welcome to Frances Ruke, Signature Premier Properties, your trusted real estate partner located in the heart of Hampton Bays, New York. Nestled at 26 East Montauk Highway, our office is dedicated to serving the vibrant communities of the Hamptons with exceptional real estate services. Specializing in buying, selling, and renting properties, Frances Ruke and the Signature Premier Properties team are committed to providing personalized and professional assistance to meet all your real estate needs. Whether you are looking for a charming beachside cottage, a luxurious estate, or a cozy family home, we offer unparalleled expertise and local market knowledge to help you find your dream property. Visit us today and experience the difference of working with a dedicated team that prioritizes your goals and delivers outstanding results. Come discover why Frances Ruke, Signature Premier Properties is the preferred choice for real estate in Hampton Bays and beyond.