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Top 30 Best Legacy wealth management in Oyster Bay, New York

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  • 5 1
    #1

    Shelter Rock Wealth Management, LLC

    ● Open
    404 Glen Cove Ave Suite 100, Sea Cliff, NY 11579, United States
    (516) 921-1445
    shelterrockwealthmanagement.com

    Shelter Rock Wealth Management, LLC is a finance institution located at 404 Glen Cove Avenue in Sea Cliff, New York.

    Photo of Shelter Rock Wealth Management, LLC - 404 Glen Cove Avenue, Sea Cliff, NY 11579, USA
    Financial Service
    Details
  • 5 2
    #2

    Center For Wealth Preservation, LLC

    ● Open
    6800 Jericho Turnpike Unit 202W, Syosset, NY 11791, United States
    (516) 364-4203
    cwpmetro.com

    Center For Wealth Preservation, LLC is a finance and insurance agency located at 6800 Jericho Turnpike, Syosset, New York, United States.

    Financial Service Insurance Agency
    Details
  • 5 2
    #3

    Opal Wealth Advisors

    ● Open
    2 Jericho Plaza #208, Jericho, NY 11753, United States
    (516) 388-7980
    opalwealthadvisors.com

    Opal Wealth Advisors is a finance institution located at 2 Jericho Plaza in Jericho, New York, United States. Our mission is to help you take control of your finances and achieve the life you've always wanted.

    Photo of Opal Wealth Advisors - 2 Jericho Plaza, Jericho, NY 11753, USA Photo of Opal Wealth Advisors - 2 Jericho Plaza, Jericho, NY 11753, USA Photo of Opal Wealth Advisors - 2 Jericho Plaza, Jericho, NY 11753, USA
    Financial Service
    Details
  • #4

    Highland Wealth Advisors, LLC

    ● Open
    390 N Broadway 3rd floor, Jericho, NY 11753, United States
    highlandwealthny.com

    Highland Wealth Advisors, LLC is a premier finance institution located at 390 North Broadway in Jericho, New York.

    Financial Service
    Details
  • #5

    SBS Wealth Consulting - UBS Financial Services Inc.

    ● Open
    One Jericho Plaza, Jericho, NY 11753, United States
    (516) 745-1884
    advisors.ubs.com

    SBS Wealth Consulting - UBS Financial Services Inc. is a leading financial institution located at One Jericho Plaza in Jericho, New York, United States.

    Financial Service
    Details
  • #6

    Long Island Private Wealth Management - UBS Financial Services Inc.

    ● Open
    One Jericho Plaza Suite 205, Jericho, NY 11753, United States
    (800) 333-7707
    local.ubs.com

    Long Island Private Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at One Jericho Plaza in Jericho, New York.

    Financial Service
    Details
  • #7

    Legacy Edge Advisors

    ● Open
    485 Underhill Blvd # 100, Syosset, NY 11791, United States
    (516) 447-4200

    Legacy Edge Advisors is a prestigious finance institution located at 485 Underhill Boulevard, Syosset, New York, United States.

    Financial Service
    Details
  • #8

    Strategies for Wealth

    ● Open
    50 Jericho Quadrangle Ste 301, Jericho, NY 11753, United States
    (516) 682-2500
    strategiesforwealth.com

    Strategies for Wealth is a prominent finance and insurance agency located at 50 Jericho Quadrangle in Jericho, New York, United States.

    Financial Service Insurance Agency
    Details
  • #9

    Family Wealth & Pension Management

    ● Open
    7600 Jericho Turnpike # 202, Woodbury, NY 11797, United States
    (516) 921-8300
    familywealth.com

    Family Wealth & Pension Management is a finance institution located at 7600 Jericho Turnpike in Woodbury, New York. Our dedicated team of experts is committed to helping families manage their wealth and pensions effectively.

    Financial Service
    Details
  • #10

    Family Wealth Decisions Group

    ● Open
    100 Jericho Quadrangle #120, Jericho, NY 11753, United States
    (516) 682-7521
    familywealthdecisions.com

    Family Wealth Decisions Group is a finance institution located at 100 Jericho Quadrangle in Jericho, New York, United States. Our dedicated team of financial experts is committed to helping families make informed decisions about their wealth.

    Photo of Family Wealth Decisions Group - 100 Jericho Quadrangle, Jericho, NY 11753, USA
    Financial Service
    Details
  • #11

    Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Open
    333 Jericho Turnpike Ste 232, Jericho, NY 11753, United States
    (516) 513-1175
    ameripriseadvisors.com

    Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 333 Jericho Turnpike in Jericho, New York, offers a wide range of financial services.

    Photo of Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC - 333 Jericho Turnpike, Jericho, NY 11753, USA Photo of Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC - 333 Jericho Turnpike, Jericho, NY 11753, USA Photo of Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC - 333 Jericho Turnpike, Jericho, NY 11753, USA
    Financial Service
    Details
  • #12

    Marino Wealth Management

    ● Open
    111 South St, Oyster Bay, NY 11771, United States
    (516) 588-1950
    marinowealthmanagement.com

    Marino Wealth Management is a prestigious finance institution located at 111 South Street, Oyster Bay, New York, United States. Led by the award-winning James M.

    Financial Service
    Details
  • #13

    JOSEPH A MOCNIAK JR - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Open
    4510 Merrick Rd, Massapequa, NY 11758, United States
    (516) 797-7591
    ameripriseadvisors.com

    JOSEPH A MOCNIAK JR - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4510 Merrick Road, Massapequa, New York, United States, is a prestigious finance institution offering a wide range of services to individuals seeking expert financial advice.

    Photo of JOSEPH A MOCNIAK JR - Private Wealth Advisor, Ameriprise Financial Services, LLC - 4510 Merrick Road, Massapequa, NY 11758, USA Photo of JOSEPH A MOCNIAK JR - Private Wealth Advisor, Ameriprise Financial Services, LLC - 4510 Merrick Road, Massapequa, NY 11758, USA Photo of JOSEPH A MOCNIAK JR - Private Wealth Advisor, Ameriprise Financial Services, LLC - 4510 Merrick Road, Massapequa, NY 11758, USA
    Financial Service
    Details
  • #14

    Louis Margro, Financial Services Professional - Summit Wealth Solutions & Insurance Services

    ● Open
    100 Jericho Quadrangle # 325, Jericho, NY 11753, United States
    (516) 934-9326
    swsais.com

    Louis Margro, Financial Services Professional at Summit Wealth Solutions & Insurance Services, located at 100 Jericho Quadrangle in Jericho, New York, offers a full range of financial services to help clients align their money with what matters most in life.

    Financial Service
    Details
  • #15

    Michael J. Meehan - RBC Wealth Management Branch Director

    ● Open
    1 Jericho Plaza Suite 202, Jericho, NY 11753, United States
    (516) 733-2040
    us.rbcwealthmanagement.com

    Michael J. Meehan - RBC Wealth Management Branch Director is a reputable finance institution located at 1 Jericho Plaza in Jericho, New York, United States. As the branch director, Michael J.

    Photo of Michael J. Meehan - RBC Wealth Management Branch Director - 1 Jericho Plaza, Jericho, NY 11753, USA
    Financial Service
    Details
  • #16

    The Legacy Group of Jericho - Morgan Stanley

    ● Open
    Two Jericho Plaza, Jericho, NY 11753, United States
    (516) 336-0855

    The Legacy Group of Jericho - Morgan Stanley is a reputable finance institution located at Two Jericho Plaza in Jericho, New York, United States.

    Photo of The Legacy Group of Jericho - Morgan Stanley - Two Jericho Plaza, Jericho, NY 11753, USA
    Financial Service
    Details
  • #17

    SoundView Wealth Management - Morgan Stanley

    ● Open
    Two Jericho Plaza, Jericho, NY 11753, United States
    (516) 336-0849
    advisor.morganstanley.com

    SoundView Wealth Management - Morgan Stanley is a renowned finance institution located at Two Jericho Plaza in Jericho, New York, United States.

    Financial Service
    Details
  • #18

    Personal Wealth Management Montalto Weil

    ● Open
    1 Jericho Plaza Suite 202, Jericho, NY 11753, United States
    (516) 733-2002
    us.rbcwealthmanagement.com

    Personal Wealth Management Montalto Weil is a premier finance institution located at 1 Jericho Plaza in Jericho, New York, United States.

    Photo of Personal Wealth Management Montalto Weil - 1 Jericho Plaza, Jericho, NY 11753, USA
    Financial Service
    Details
  • #19

    John Trotta - TD Wealth Relationship Manager

    ● Open
    225 N Broadway, Hicksville, NY 11801, United States
    (860) 936-2338
    uswealthadvisors.td.com

    John Trotta - TD Wealth Relationship Manager is a finance institution located at 225 North Broadway, Hicksville, New York, United States.

    Financial Service
    Details
  • #20

    RBC Wealth Management Branch - Jericho-NY

    ● Open
    1 Jericho Plaza Suite 202, Jericho, NY 11753, United States
    (516) 733-2000
    us.rbcwealthmanagement.com

    RBC Wealth Management Branch in Jericho, New York, is a leading finance institution located at 1 Jericho Plaza.

    Financial Service
    Details
  • #21

    GENEVA WEALTH MANAGEMENT LTD.

    ● Open
    72 Eagle Chase, Woodbury, NY 11797, United States
    (516) 496-4966
    genevawm.com

    Geneva Wealth Management Ltd. is a leading finance institution located at 72 Eagle Chase in Woodbury, New York, United States.

    Financial Service
    Details
  • 5 1
    #22

    Gallego Financial Group of Raymond James

    ● Open
    67 W Main St, Oyster Bay, NY 11771, United States
    (516) 922-4200
    gallegofinancialgroup.com

    Gallego Financial Group of Raymond James is a reputable finance institution located at 67 West Main Street in Oyster Bay, New York, United States.

    Financial Service
    Details
  • 5 2
    #23

    Sandeep Israni - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    6900 Jericho Turnpike Ste 201, Syosset, NY 11791, United States
    (516) 625-6678
    ameripriseadvisors.com

    Sandeep Israni is a Financial Advisor at Ameriprise Financial Services, LLC located at 6900 Jericho Turnpike, Syosset, New York, United States.

    Photo of Sandeep Israni - Financial Advisor, Ameriprise Financial Services, LLC - 6900 Jericho Turnpike, Syosset, NY 11791, USA Photo of Sandeep Israni - Financial Advisor, Ameriprise Financial Services, LLC - 6900 Jericho Turnpike, Syosset, NY 11791, USA
    Financial Service
    Details
  • 5 2
    #24

    Raymond James Financial Services

    ● Open
    5510 Merrick Rd, Massapequa, NY 11758, United States
    (516) 795-5500
    raymondjames.com

    Raymond James Financial Services is a finance institution located at 5510 Merrick Road in Massapequa, New York, United States.

    Financial Service
    Details
  • 2.6 5
    #25

    Rosa & Associates, LLP

    ● Open
    333 Jericho Turnpike # 211, Jericho, NY 11753, United States
    (516) 932-7757

    Rosa & Associates, LLP is a reputable finance institution located at 333 Jericho Turnpike in Jericho, New York.

    Financial Service
    Details
  • 1 2
    #26

    Equinox Financial Partners

    ● Open
    1000 Woodbury Rd, Woodbury, NY 11797, United States
    (516) 358-3871
    equinoxfinancialpartners.com

    Equinox Financial Partners is a leading finance institution located at 1000 Woodbury Road in Woodbury, New York, United States.

    Financial Service
    Details
  • 1 1
    #27

    Gregory Mosick, CFP

    ● Open
    1000 Woodbury Rd, Woodbury, NY 11797, United States
    (516) 355-3368

    Gregory Mosick, CFP is a finance institution located at 1000 Woodbury Road in Woodbury, New York, United States.

    Photo of Gregory Mosick, CFP - 1000 Woodbury Road, Woodbury, NY 11797, USA Photo of Gregory Mosick, CFP - 1000 Woodbury Road, Woodbury, NY 11797, USA
    Financial Service
    Details
  • #28

    Galliard Family Business Advisor Institute

    ● Open
    6900 Jericho Turnpike, Syosset, NY 11791, United States
    (718) 569-8387
    galliardinstitute.org

    The Galliard Family Business Advisor Institute is a prestigious institution located at 6900 Jericho Turnpike in Syosset, New York.

    Details
  • #29

    Charles Crystal, CFP - UBS Financial Services Inc.

    ● Open
    One Jericho Plaza, Jericho, NY 11753, United States
    (516) 745-8812
    advisors.ubs.com

    Charles Crystal, CFP - UBS Financial Services Inc. is a leading finance institution located at One Jericho Plaza in Jericho, New York, United States.

    Financial Service
    Details
  • #30

    Merrill Lynch Financial Advisor Scott R Blair

    ● Open
    100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753, United States
    (516) 827-3236
    fa.ml.com

    Merrill Lynch Financial Advisor Scott R Blair, located at 100 Jericho Quadrangle in Jericho, New York, offers personalized wealth management strategies tailored to your individual financial goals.

    Financial Service
    Details
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Hicksville Jericho Massapequa Oyster Bay Plainview Syosset Woodbury

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