TOP 30 Investments management in setauket east setauket in New York

18 results found

Girard Wealth Management Group of Raymond James, located at 376 Mark Tree Road in Setauket- East Setauket, New York, offers sophisticated wealth management services tailored to meet your individual needs. With a focus on delivering value to clients, our team of experts is dedicated to helping you achieve your financial goals. As a part of the Raymond James network, we have access to a wide range of resources and tools to help you make the most of every investment opportunity. Established in 1962, Raymond James is one of the largest and most respected independent financial services companies in the United States. Girard Wealth Management Group is committed to providing personalized investment advisory services to help you navigate the complexities of the financial world.

Welcome to Finance Manager, your trusted partner in financial planning and management, conveniently located at 45 Research Way, Setauket-East Setauket, New York. At Finance Manager, we are dedicated to helping individuals and businesses achieve their financial goals with confidence and clarity. Our experienced team of financial experts offers a comprehensive range of services, including personalized financial planning, investment strategies, tax preparation, and retirement planning. We pride ourselves on delivering tailored solutions that are designed to meet the unique needs of each client, ensuring a secure and prosperous financial future. Visit us today and discover how Finance Manager can guide you on your path to financial success.

RVPII Consulting, Inc. is a finance institution located at 286 Main Street, Setauket- East Setauket, New York, United States. Specializing in family, business, and real estate financial consulting, RVPII Consulting is dedicated to helping clients achieve greater prosperity through comprehensive financial planning services. Our team of financial consultants work closely with clients to develop customized strategies and plans to strengthen their financial futures. We prioritize honesty and integrity, building personal relationships with clients based on transparency and accountability. For working families, we create personalized financial plans to help achieve short-term, long-term, and retirement goals. For business owners, we develop strategic plans to enhance financial foundations. And for real estate investors, we create and execute comprehensive strategies to guide them to success. Our expertise allows us to create strategic financial plans that align with our clients' best interests, helping them reach their financial goals.

Obsidian Financial Consultants Inc. is a leading financial institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York. With a team of experienced and knowledgeable financial experts, we offer a wide range of services including investment planning, retirement planning, tax planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you make the most of your finances.

Anthony C. Barone, a financial advisor at Ameriprise Financial Services, LLC located at 100 South Jersey Avenue, Setauket- East Setauket, New York, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as needed, clients can track their financial journey securely from any device. By scheduling a complimentary initial consultation, clients can explore how Anthony C. Barone can help them achieve their financial aspirations. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC provides investment products and services with a focus on client relationships and financial planning concepts. With a commitment to privacy and security, Anthony C. Barone looks forward to assisting friends and family members in reaching their financial goals.

Lippencott Financial Group is a leading finance institution located at 4 Technology Drive in Setauket- East Setauket, New York. With a strong reputation for providing top-notch financial services, Lippencott Financial Group offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through sound advice and strategic planning. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Lippencott Financial Group is committed to providing expert guidance and personalized service every step of the way.

Branch Financial Services, Inc is a finance institution located at 21 Bennetts Road in Setauket- East Setauket, New York, United States. We offer a range of financial services including securities and advisory services through Cetera Advisor Networks LLC, a member of FINRA and SIPC. Additionally, we are a Registered Investment Advisor offering advisory services. Our team of licensed professionals can provide brokerage services, investment advisory services, or a combination of both. We are licensed to sell insurance products in multiple states and registered to sell securities in various states as well. Visit our website to watch interesting videos and learn more about our services.

Merrill Edge is a finance institution located at 15 Bennetts Road, Setauket- East Setauket, New York, United States. They offer online investing, trading, brokerage, and advice services. With Merrill Guided Investing, you can start investing with $0 in program fees for the first 6 months. They provide a broad range of brokerage, investment advisory, and other financial services. Investing in securities involves risks, and there is always the potential of losing money. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a wholly owned subsidiary of BofA Corp. Additional information about their services and fees can be found in their Client Relationship Summary. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC.

Prudential Financial - Three Village is a finance institution located at 100-5 South Jersey Avenue in Setauket- East Setauket, New York, United States. This institution offers a wide range of financial services including investment management, retirement planning, insurance, and wealth management. With a focus on providing personalized financial solutions to individuals, families, and businesses, Prudential Financial - Three Village is committed to helping clients achieve their financial goals and secure their financial future. The experienced team of professionals at this institution is dedicated to providing expert advice and guidance to help clients make informed decisions about their finances.

Joseph Salehi is a reputable finance institution located at 300 Main Street in Setauket-East Setauket, New York. With a focus on providing top-notch financial services to individuals and businesses, Joseph Salehi is known for its expertise in investment management, financial planning, and wealth management. The institution prides itself on its personalized approach, tailored to meet the unique needs and goals of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Joseph Salehi is dedicated to helping you achieve your financial objectives.

Edward Jones - Financial Advisor: Eliel H Pimentel, CFP® is a trusted financial institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York. As a Certified Financial Planner, Eliel Pimentel provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert advice, Edward Jones is dedicated to helping individuals and families secure their financial futures. Visit us today to learn how we can help you plan for a secure financial future.

Edward Jones - Financial Advisor: Kyle Piechucki is a reputable finance institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York, United States. Specializing in providing personalized financial advice and services, Kyle Piechucki is dedicated to helping clients achieve their financial goals and secure their future. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Kyle Piechucki is a trusted partner in navigating the complexities of the financial world.

Guardian Life Insurance Co-America, located at 100 South Jersey Avenue in Setauket-East Setauket, New York, is an insurance agency that offers a variety of insurance plans and policies to help individuals thrive and prepare for the future. The institution recently announced a record-breaking $1.398 billion dividend allocation for participating policyholders, demonstrating their commitment to promoting well-being. With a reputation for delivering on promises, Guardian has been recognized by organizations such as the Human Rights Campaign, DALBAR, and J.D. Power. Their dedication to customer service is evident in their J.D. Power 2022 Certified Customer Service Program recognition, which is based on exceeding customer satisfaction benchmarks.

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 Chase Bank, your trusted partner in financial services, located at 1395 New York 25A, Setauket-East Setauket, New York 11733, United States. As a leading provider of banking, ATM, and financial solutions, we are committed to meeting the diverse needs of our community. At Chase Bank, we offer a wide range of services designed to help you manage your personal and business finances with ease. Our Business Banking division provides expert guidance from a dedicated team of professionals, specializing in cash flow improvement, credit solutions, and payroll management. We also offer business credit cards, online and mobile banking, and payment acceptance solutions tailored specifically for businesses.

Welcome to Citizens, your trusted financial partner located at 300 Main Street, Setauket-East Setauket, New York. As a leading provider in banking and financial services, we are committed to offering our customers a seamless and secure experience. Whether you're managing your personal finances or handling business transactions, our state-of-the-art ATM and comprehensive banking solutions are designed to meet your needs. At Citizens, we pride ourselves on delivering exceptional customer service and personalized financial advice. Our team of experienced professionals is here to assist you with everything from opening a new account to exploring investment opportunities. Conveniently situated in the heart of Setauket, we are easily accessible to residents and businesses in the community.

Welcome to Gold Coast Bank, your trusted partner in financial services, conveniently located at 690 New York 25A, Setauket-East Setauket, New York. As a premier community bank, we are committed to providing exceptional banking solutions tailored to meet your personal and business financial needs. Our comprehensive range of services includes personal and business banking, loans, and investment opportunities, along with the convenience of our state-of-the-art ATMs for quick and easy transactions. At Gold Coast Bank, we pride ourselves on our personalized customer service, ensuring that every client receives the attention and expertise they deserve.

Welcome to the Bank of America Financial Center located at 15 Bennetts Road, Setauket-East Setauket, New York. As a leading provider in the banking and finance industry, we are committed to delivering exceptional financial services tailored to meet your unique needs. Whether you're looking to open a new account, apply for a loan, or seek investment advice, our team of experienced professionals is here to guide you every step of the way. Our state-of-the-art facility offers a wide range of services, including personal and business banking, wealth management, and financial planning. Visit us today and experience the convenience and expertise that Bank of America is renowned for. Your financial success is our priority.