TOP 30 Long term savings in New York
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American Portfolios Financial Services
Welcome to American Portfolios Financial Services, your trusted partner in navigating the financial landscape. Conveniently located at 4250 Veterans Memorial Highway in Holbrook, New York, we are committed to providing personalized financial solutions tailored to meet your unique needs. Our experienced team of financial advisors offers a comprehensive range of services, including investment management, retirement planning, risk management, and wealth preservation strategies. At American Portfolios Financial Services, we pride ourselves on our client-centric approach, ensuring that your financial goals are our top priority. Whether you're planning for the future, managing current assets, or seeking to grow your wealth, we are here to guide you every step of the way. Visit us today and discover how we can help you achieve financial success with confidence.
Diane Robinson: Primerica - Financial Services
Welcome to Diane Robinson: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions. Conveniently located at 4250 Veterans Memorial Highway in Holbrook, New York, our dedicated team is committed to helping you achieve financial security and peace of mind. At Diane Robinson: Primerica, we offer a comprehensive range of financial services tailored to meet the unique needs of individuals and families. Our expertise includes life insurance, investment strategies, retirement planning, and debt management. We take pride in our client-focused approach, ensuring personalized solutions that align with your financial goals and aspirations.
Matarazzo Staiger Wealth Management
Welcome to Matarazzo Staiger Wealth Management, your trusted partner in financial success, conveniently located at 640 Johnson Avenue, Bohemia, New York. We are dedicated to providing personalized financial solutions to help you achieve your financial goals and secure your future. Our team of experienced professionals offers a comprehensive range of services, including investment management, retirement planning, estate planning, and tax strategies. At Matarazzo Staiger Wealth Management, we pride ourselves on building lasting relationships with our clients, offering tailored advice and guidance to navigate the complexities of the financial world. Discover the difference of working with a team that truly cares about your financial well-being. Contact us today to schedule a consultation and take the first step towards a prosperous future.
Liberty Partners Financial Services LLC
Welcome to Liberty Partners Financial Services LLC, your trusted partner in financial and health planning, located at 321 Dante Court, Holbrook, New York. At Liberty Partners, we are committed to empowering individuals and businesses in achieving their financial goals while promoting overall well-being. Our dedicated team of experts offers personalized financial services, including investment management, retirement planning, tax strategies, and insurance solutions tailored to meet your unique needs. We also emphasize the importance of financial health and wellness, providing guidance and resources to help you make informed decisions for a secure future. Discover the Liberty Partners difference today, where your financial health is our top priority. Visit us in Holbrook and let us help you pave the way to a prosperous and healthy future.
Vail and Associates
Welcome to Vail and Associates, your trusted partner in financial excellence. Conveniently located at 640 Johnson Avenue, Bohemia, New York, we are dedicated to providing top-tier financial services tailored to meet your unique needs. With a commitment to integrity and precision, our team of experienced professionals offers a comprehensive range of solutions, including financial planning, investment management, tax advisory, and retirement strategies. At Vail and Associates, we prioritize building long-lasting relationships with our clients, ensuring personalized attention and expert guidance every step of the way. Discover the difference that personalized, professional financial advice can make in achieving your goals. Visit us in Bohemia, or contact us today to schedule a consultation and take the first step towards securing your financial future.
david rey financial group
Welcome to David Rey Financial Group, your trusted partner in navigating the complex world of finance. Conveniently located at 4250 Veterans Memorial Highway, Holbrook, New York, our team is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. At David Rey Financial Group, we specialize in a comprehensive range of financial services, including investment management, retirement planning, tax strategies, and estate planning. Our experienced advisors are committed to delivering expert guidance and exceptional service to help you achieve financial success and peace of mind.
Maria Cappa - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Maria Cappa - Financial Advisor, Ameriprise Financial Services, LLC, where your financial goals are our priority. Located at 640 Johnson Avenue, Bohemia, New York, our mission is to help you navigate the complexities of financial planning with confidence and clarity. Whether you're saving for a child's education, planning for a fulfilling retirement, or making informed investment choices, we offer personalized advice tailored to your unique needs. Our comprehensive approach ensures that you are prepared for both the expected and unexpected events in life, empowering you to feel more confident, connected, and in control of your financial future. We invite you to schedule an initial consultation, where we will discuss key financial planning concepts without providing written analysis or recommendations.
Christopher Sackman - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Christopher Sackman - Financial Advisor, Ameriprise Financial Services, LLC Located conveniently at 640 Johnson Avenue, Bohemia, New York, Christopher Sackman is your trusted partner in navigating the complex world of finance. As an experienced financial advisor, Christopher Sackman is committed to helping you achieve your financial goals through personalized and strategic planning.
Rocco A. Carriero Wealth Partners - Ameriprise Financial Services, LLC
Welcome to Rocco A. Carriero Wealth Partners, a trusted provider of financial services located at 640 Johnson Avenue, Bohemia, New York. As part of Ameriprise Financial Services, LLC, we are committed to helping you navigate your financial journey with confidence and clarity. Our team of experienced financial advisors is individually registered and well-equipped to serve clients across various U.S. states. To learn more about our advisors' qualifications, please visit their personal websites or consult FINRA’s BrokerCheck. At Rocco A. Carriero Wealth Partners, we understand that your financial goals are unique. That's why we invite you to meet with us to discuss what's most important to you. During our initial consultation, we will provide an overview of financial planning concepts tailored to your needs. Please note that this session does not include written analysis or specific recommendations.
DCAP Insurance/The Tax Zone
Welcome to DCAP Insurance/The Tax Zone, your trusted partner in accounting, finance, and insurance solutions, conveniently located at 1420 Montauk Highway, East Patchogue, New York. Our dedicated team is committed to delivering personalized and comprehensive services to meet all your financial and insurance needs. At DCAP Insurance/The Tax Zone, we understand the importance of safeguarding your assets and ensuring your financial well-being. Whether you are seeking reliable insurance coverage, expert tax preparation, or sound financial advice, our experienced professionals are here to guide you every step of the way. Our services are tailored to accommodate the unique needs of individuals, families, and businesses in the East Patchogue community and beyond.
Allstate Personal Financial Representative: Brian Sexton
Welcome to Allstate Personal Financial Representative: Brian Sexton, your trusted partner in financial planning and insurance services located at 440 Waverly Avenue, Patchogue, New York. We specialize in providing personalized financial solutions and comprehensive insurance coverage to meet the unique needs of our clients. Whether you’re looking to plan for retirement, secure your family’s future, or protect your valuable assets, Brian Sexton and his experienced team are committed to offering expert guidance and tailored strategies. Our goal is to help you navigate the complexities of financial management and insurance, ensuring peace of mind and financial security. Visit us today and discover how we can assist you in achieving your financial goals with confidence and clarity.
Robert Donahue - State Farm Insurance Agent
Welcome to Robert Donahue - State Farm Insurance Agent, your trusted local insurance agency located at 499-77 Sunrise Highway in the Gateway Plaza shopping center, Patchogue, New York. Whether you're stopping by after a visit to Dicks, Michaels, or Tropical Smoothie, our team is ready to assist you with all your insurance needs. We pride ourselves on providing exceptional value, discounts, and superior customer service. Our mission is to protect what matters most to you, from auto and home insurance to life insurance and beyond. Call or visit our office today for a complimentary quote on your auto insurance and discover why our customers love our dedicated team. As summer approaches, ensure your home is well-protected by reaching out to us for a policy review.
Wolf Money Management Inc
Welcome to Wolf Money Management Inc., your trusted partner in financial excellence. Conveniently located at 3505 Veterans Memorial Highway in Ronkonkoma, New York, we are dedicated to providing top-tier financial services tailored to meet your unique needs. Our team of experienced professionals offers a comprehensive range of services, including financial planning, investment management, retirement strategies, and wealth preservation. At Wolf Money Management Inc., we pride ourselves on delivering personalized solutions with integrity and transparency, ensuring that your financial goals are not only met but exceeded. Whether you're planning for a secure future or looking to optimize your current financial strategy, we are here to guide you every step of the way. Visit us today and discover how we can help you achieve financial success.
Webster Bank
Welcome to Webster Bank, your trusted financial partner located at 361 Sunrise Highway, Patchogue, New York. At Webster Bank, we are committed to providing exceptional banking and financial services tailored to meet the diverse needs of our community. Whether you are looking to open a new account, secure a loan, or seek financial advice, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on delivering personalized solutions and fostering long-term relationships with our clients. Visit us today to experience the Webster Bank difference and let us help you achieve your financial goals with confidence and ease.
Combined Insurance Co-America
Welcome to Combined Insurance Co-America, your trusted partner in securing a brighter future. Conveniently located at 3900 Veterans Memorial Highway in Bohemia, New York, we are dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of individuals and families in our community. As a leading insurance agency, we specialize in offering a wide range of coverage options, including health, life, accident, and supplemental insurance. Our experienced team is committed to delivering exceptional customer service and personalized guidance, ensuring you have peace of mind knowing you are protected. At Combined Insurance Co-America, we believe in building lasting relationships with our clients, helping you navigate life's uncertainties with confidence. Visit us today and discover how we can help you safeguard what matters most.
Primerica
Welcome to Primerica, your trusted insurance agency located at 4250 Veterans Memorial Highway, Holbrook, New York. At Primerica, we are dedicated to providing exceptional insurance solutions tailored to meet your unique needs. Our team of experienced professionals is committed to helping you safeguard your financial future with a range of comprehensive insurance products and services. Whether you are looking for life insurance, health coverage, or financial planning assistance, we strive to offer personalized advice and solutions that align with your goals. Our mission is to empower our clients with the knowledge and tools necessary to make informed decisions about their insurance and financial needs.
American Heritage Financial
Welcome to American Heritage Financial, your trusted partner in navigating the complexities of personal and business finance. Conveniently located at 2061 Deer Park Road, Deer Park, New York, we are committed to providing exceptional financial services tailored to meet your unique needs. With a deep understanding of the financial landscape, our team of experienced professionals offers personalized solutions in areas such as wealth management, retirement planning, investment strategies, and tax optimization. At American Heritage Financial, we pride ourselves on building long-lasting relationships with our clients, grounded in trust, transparency, and a commitment to your financial success. Whether you're planning for the future, managing your current finances, or seeking expert advice, we're here to guide you every step of the way. Visit us today and discover how we can help you achieve your financial goals with confidence and peace of mind.
Anthony Barone: Primerica - Financial Services
Welcome to Anthony Barone: Primerica - Financial Services, your trusted partner in financial planning and wealth management, located at 475 East Main Street, Patchogue, New York. We are dedicated to helping individuals and families achieve financial security and independence through personalized financial strategies and solutions. At Anthony Barone: Primerica, we understand that every client has unique financial goals and challenges. Our experienced team of financial professionals is committed to providing tailored advice and comprehensive services that meet your specific needs. Whether you're planning for retirement, saving for education, or seeking investment opportunities, we offer a range of products and services to help you reach your financial objectives.
Austro Financial Services (New York) Inc. / Sucursal Patchogue
Welcome to Austro Financial Services (New York) Inc. / Sucursal Patchogue, your trusted partner in financial solutions located in the heart of Patchogue, New York. Situated at 233 East Main Street, our branch is dedicated to providing exceptional financial services to individuals and businesses in the community and beyond. At Austro Financial Services, we understand that financial stability and growth are paramount to achieving your personal and professional goals. Our team of experienced financial advisors is committed to offering tailored solutions that meet your unique needs. Whether you're looking for investment advice, wealth management, retirement planning, or any other financial service, we are here to guide you every step of the way.
Skyline Petroleum
Welcome to Skyline Petroleum, your trusted partner in financial services conveniently located at 270 West Main Street, Patchogue, New York. Specializing in ATM and finance solutions, we are dedicated to providing our community with reliable and accessible financial services tailored to meet your needs. Whether you need to withdraw cash, manage your accounts, or seek financial advice, our team is here to assist you with exceptional customer service and expertise. Visit Skyline Petroleum today and experience the convenience and reliability that our Patchogue location has to offer. Your financial well-being is our top priority.
Edward Jones - Financial Advisor: Jo Bennett, ChFC®
Welcome to Edward Jones - Financial Advisor: Jo Bennett, ChFC®, your trusted partner in navigating your financial journey. Conveniently located at 180 East Main Street, Patchogue, New York, we are dedicated to serving the needs of our community with personalized financial advice and strategies. At Edward Jones, we understand the importance of planning for your financial future. Whether you're just starting out or looking to refine your strategy, our Starting Point tool is designed to help you take those crucial first steps. Additionally, our "My Priorities" quiz can assist you in identifying your financial goals, an essential component of building a comprehensive financial plan.
Greg Mehrhoff - State Farm Insurance Agent
Welcome to Greg Mehrhoff - State Farm Insurance Agent, your trusted local insurance agency located at 10 Station Court, Bellport, NY 11713, nestled conveniently between Chase Bank and the Bellport Public Library and Post Office. With over a decade of dedicated service to the Long Island community, Greg Mehrhoff and his wife, Jillian, are committed to understanding and fulfilling your unique insurance needs. As a family-run business, we offer a wide range of coverage options including Auto, Homeowners, Life Insurance, and more, all aimed at helping you and your family build wealth and secure a prosperous future. Greg, a Chartered Financial Consultant (ChFC) and lifelong Long Islander, brings a deep connection to the community, enriched by his passion for family, outdoor activities, and community service. Actively engaged in supporting local charities and organizations, Greg strives to make a positive impact throughout the region. If you’re affiliated with a non-profit organization, feel free to inquire about our community outreach initiatives.
The Mehrhoff Agency
Welcome to The Mehrhoff Agency, your trusted local State Farm Insurance provider located at 10 Station Court, Bellport, NY 11713. Nestled conveniently between the Chase Bank and the Bellport Public Library and Post Office, we are here to serve the Long Island community with over a decade of dedicated experience. Led by Gregory Mehrhoff, a Chartered Financial Consultant (ChFC) and lifelong Long Island resident, our family-run agency is committed to understanding and addressing your unique insurance needs. At The Mehrhoff Agency, we offer a comprehensive range of insurance solutions, including Auto, Homeowners, Life, Renters, and Business insurance. Our mission is to help you and your family build wealth and secure your future, ensuring that every day can feel like summer. We proudly serve Bellport Village and its neighboring communities, including North Bellport, Patchogue, East Patchogue, Shirley, Mastic, Mastic Beach, Medford, Holbrook, Holtsville, Yaphank, and Brookhaven, as well as the wider areas of Nassau, Suffolk, Queens, Brooklyn, Manhattan, Bronx, and Staten Island.
Cue Brokerage Group, LLC
Welcome to Cue Brokerage Group, LLC, your trusted partner in health insurance solutions located in the heart of Patchogue, New York. Situated at 180 East Main Street, our dedicated team is committed to providing personalized insurance services that cater to your unique health needs. As a leading health insurance agency, we specialize in offering a wide range of coverage options designed to protect you and your loved ones. Our expertise and customer-focused approach ensure that you receive the best possible guidance in navigating the complex world of health insurance. Whether you're seeking individual plans, family coverage, or assistance with Medicare options, Cue Brokerage Group, LLC is here to help you make informed decisions with confidence. Visit us today and discover the difference of working with a local agency that truly cares about your well-being.
Personalized Wealth Management
Welcome to Personalized Wealth Management, your trusted partner in financial success, located at 868 Church Street, Bohemia, New York. We specialize in providing tailored financial solutions to help you achieve your unique financial goals. Our experienced team of financial advisors is dedicated to offering personalized strategies that align with your individual needs and aspirations. Whether you're planning for retirement, investing for the future, or managing your wealth, we are committed to guiding you every step of the way. At Personalized Wealth Management, we prioritize your financial well-being and strive to build lasting relationships based on trust, integrity, and excellence. Visit us today and take the first step towards a secure and prosperous financial future.
First United Services
Welcome to First United Services, your trusted partner for comprehensive financial and insurance solutions. Conveniently located at 70 Corbin Avenue, Bay Shore, New York 11706, we are committed to serving the diverse needs of our community with excellence and integrity. At First United Services, we understand that managing your finances and securing your future are top priorities. That's why we offer a wide range of services designed to meet your unique needs. Whether you're looking for reliable ATM services, expert financial advice, or comprehensive insurance solutions, our team of experienced professionals is here to assist you every step of the way.
LPL Financial
Welcome to LPL Financial, your trusted partner in navigating the world of finance. Conveniently located at 870 Montauk Highway in Bayport, New York, we are dedicated to providing personalized financial solutions tailored to meet your unique needs. At LPL Financial, we understand that every financial journey is different, and our team of experienced professionals is here to guide you every step of the way. Our comprehensive range of services includes financial planning, investment management, retirement strategies, and wealth preservation. Whether you are planning for your future, managing your investments, or seeking advice on complex financial matters, we offer insights and strategies designed to help you achieve your financial goals.
Timothy McDonald
Welcome to Timothy McDonald Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 693 Montauk Highway, Bayport, New York, we are dedicated to providing personalized financial solutions to help you achieve your goals. Whether you're planning for retirement, managing investments, or seeking guidance on tax strategies, our experienced team is here to offer expert advice and tailored strategies. At Timothy McDonald Financial Services, we prioritize building long-term relationships with our clients, ensuring transparency, integrity, and a commitment to your financial well-being. Visit us today to discover how we can assist you in securing a prosperous future.
Cove Agency Insurance Services
Welcome to Cove Agency Insurance Services, your trusted partner in comprehensive insurance solutions located at 870 Montauk Highway, Bayport, New York. As a leading insurance agency, we are dedicated to providing personalized and reliable coverage options tailored to meet the unique needs of our clients. Our team of experienced professionals is committed to helping you navigate the complexities of insurance, ensuring that you and your assets are well-protected. At Cove Agency Insurance Services, we offer a wide range of insurance products including auto, home, life, health, and business insurance. Our goal is to provide peace of mind through customized policies that safeguard what matters most to you. We take pride in our customer-centric approach, delivering exceptional service and expert advice to help you make informed decisions.
Scott File - State Farm Insurance Agent
Welcome to Scott File - State Farm Insurance Agent, your trusted local insurance agency located at 102 Carleton Avenue, Islip Terrace, New York 11752. As a second-generation State Farm agent, Scott File continues a proud family tradition of serving the Islip community since 1968. With 35 years of experience in claims, the legal department, and as an agent, Scott offers invaluable insights to help you select the right insurance products and coverage tailored to your specific needs. Our dedicated team is committed to helping you manage the risks of everyday life, recover from the unexpected, and achieve your financial goals. Whether you're exploring health insurance options, seeking advice on auto maintenance, or considering life insurance and annuities, we are here to guide you every step of the way. We pride ourselves on delivering quality service and building strong relationships based on mutual trust and integrity.
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