TOP 30 Investments management in Sag Harbor, New York
16 results found
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Beard Asset Management
● ClosedWelcome 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.
126 Main Street, Sag Harbor, New York 11963, United States -
Strategic Advisory Group Inc.
● OpenStrategic 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.
253 Main St, Sag Harbor, NY 11963, United States -
GOLD HILL BUILDERS
● ClosedWelcome 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.
306 Main Street, Northport, New York 11768, United States -
Luss Group
● ClosedWelcome 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.
102 West Broadway, Port Jefferson, New York 11777, United States -
Chase ATM
● OpenWelcome 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.
89 Main Street, Sag Harbor, New York 11963, United States -
Chase Bank
● ClosedWelcome 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.
89 Main Street, Sag Harbor, New York 11963, United States -
M&T Bank
● ClosedWelcome 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.
17 Main Street, Sag Harbor, New York 11963, United States -
Saybrook Capital
● OpenWelcome 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.
7 Spring Street, Sag Harbor, New York 11963, United States -
Raymond James Financial Services
● OpenWelcome 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.
69 Main Street, Sag Harbor, New York 11963, United States -
Beacon Pointe Advisors
● ClosedWelcome 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.
2488 Montauk Highway, Bridgehampton, New York 11932, United States -
Ted Morales - State Farm Insurance Agent
● ClosedWelcome 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.
252 West Montauk Highway, Hampton Bays, New York 11946, United States -
Shred Nations
● ClosedWelcome 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.
2 Main Street, Sag Harbor, New York 11963, United States -
Kelly Nelson
● OpenWelcome 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.
35 Main Street, Sag Harbor, New York 11963, United States -
Apples 2 Apples
● ClosedWelcome 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.
61 Wickatuck Drive, Sag Harbor, New York 11963, United States -
Dana Trotter - The Agency Hamptons
● OpenWelcome 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.
2462 Montauk Highway, Bridgehampton, New York 11932, United States -
Christopher Burnside
● ClosedWelcome to Christopher Burnside, your premier choice for general contracting and real estate services in the heart of Sag Harbor, New York. Conveniently located at 2408 Main Street, our dedicated team is committed to transforming your vision into reality, whether you are looking to build, renovate, or find your dream property in the picturesque Hamptons. At Christopher Burnside, we pride ourselves on delivering exceptional craftsmanship and personalized service. As a leading general contractor, we manage every aspect of construction projects with precision and care, ensuring that each detail meets your exact specifications. Our experienced professionals work closely with you from concept to completion, guaranteeing a seamless and stress-free experience.
2408 Main Street, Sag Harbor, New York 11963, United States
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