Personal financial assistance in Southampton, New York
47 results found
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Veluxity Exotic Car Rental Southampton
● OpenWelcome to Veluxity Exotic Car Rental Southampton, your premier destination for luxury and exotic car rentals in the heart of Southampton, New York. Located at 471 County Road 39, we are proud to offer our clients an unparalleled driving experience with some of the most sought-after supercars in the world, including Rolls Royce, Lamborghini, Ferrari, BMW, Bentley, and Porsche. Founded in NYC, Veluxity is built on the principles of reliability, integrity, and timeliness. With over a decade of experience in the exotic car rental industry, we have established ourselves as experts in this niche market. Our mission is to deliver joy and excitement through our exceptional fleet of vehicles while ensuring the safety of our clients and cars.
471 County Road 39, Southampton, New York 11968, United States -
Southampton Hospital Finance
● OpenWelcome to Southampton Hospital Finance, your trusted partner in managing healthcare expenses. Conveniently located at 133 Montauk Highway in the heart of Hampton Bays, New York, we specialize in providing comprehensive financial services tailored to meet the unique needs of patients and healthcare providers. At Southampton Hospital Finance, we understand that navigating the complexities of medical billing and insurance can be overwhelming. Our dedicated team of experienced professionals is committed to offering personalized financial solutions, ensuring transparency and ease throughout the process. Whether you need assistance with billing inquiries, insurance claims, or payment plans, we are here to support you every step of the way. Trust Southampton Hospital Finance to handle your healthcare finances with care and precision, allowing you to focus on what truly matters—your health and well-being. Visit us today and experience the difference in healthcare financial management.
133 Montauk Highway, Hampton Bays, New York 11946, United States -
Morgan Legal Group | Trusts & Estate Planning Southampton NY
● OpenMorgan Legal Group | Trusts & Estate Planning Southampton NY Welcome to Morgan Legal Group, your trusted partner in comprehensive estate planning and trusts services located at 33 Flying Point Road, Southampton, New York. As a specialized law firm, we are dedicated to addressing each client’s unique needs with personalized attention and expert guidance.
33 Flying Point Road, Southampton, New York 11968, United States -
Rocco A. Carriero Wealth Partners - Ameriprise Financial Services, LLC
● OpenWelcome 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.
640 Johnson Avenue, Bohemia, New York 11716, United States -
Merrill Lynch Financial Advisor Mary C. Barty Scheurer
● OpenWelcome to Merrill Lynch Financial Advisor Mary C. Barty Scheurer, located at 57 Hampton Road, Southampton, New York 11968. As a dedicated financial advisor, Mary C. Barty Scheurer is committed to helping you navigate the complexities of finance and investment. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we provide the tools and insights you need to pursue your financial goals. At our Southampton office, we understand that every client is unique. Whether you have a clear financial strategy or are just beginning to plan for the future, we tailor our services to meet your individual needs. Our approach is about more than just managing money; it’s about understanding your plans, hopes, dreams, and goals. We work closely with you to adapt to changing goals, evolving family situations, and new commitments.
57 Hampton Road, Southampton, New York 11968, United States -
Merrill Lynch Financial Advisor Harry L Hackett
● OpenWelcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.
57 Hampton Road, Southampton, New York 11968, United States -
Merrill Lynch Financial Advisor Nicole Behrens
● OpenWelcome to Merrill Lynch Financial Advisor Nicole Behrens, your trusted partner in navigating the complex world of finance. Located at 57 Hampton Road, Southampton, New York, Nicole Behrens offers a comprehensive suite of financial services designed to help you achieve your financial goals. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, Nicole provides personalized wealth management strategies tailored to your unique needs and aspirations. At Merrill Lynch, we believe that managing your wealth begins with a deep understanding of your full financial picture. Nicole Behrens is dedicated to understanding what matters most to you, crafting strategies that are as flexible as today's changing market conditions. By leveraging the investment insights of Merrill and the banking convenience of Bank of America, Nicole can help you pursue your financial goals through informed and strategic decision-making.
57 Hampton Road, Southampton, New York 11968, United States -
Merrill Lynch Financial Advisor Anthony P Addison
● OpenWelcome to Merrill Lynch Financial Advisor Anthony P Addison, your trusted partner in financial success. Conveniently located at 57 Hampton Road, Southampton, New York, our firm is dedicated to helping you navigate the complexities of wealth management with confidence and clarity. At Merrill Lynch, we offer access to an extensive array of investment solutions from Merrill and banking products from Bank of America. Our mission is to provide you with timely insights into the ever-evolving markets and global economy, ensuring you stay on track toward achieving your financial goals.
57 Hampton Road, Southampton, New York 11968, United States -
Merrill Lynch Financial Advisor Lisa Saladino
● OpenWelcome to Merrill Lynch Financial Advisor Lisa Saladino, your trusted partner in navigating the complex world of finance. Located at 57 Hampton Road, Southampton, New York, our mission is to provide personalized financial strategies tailored to your unique goals and aspirations. With access to a wide array of investment solutions from Merrill and banking products from Bank of America, we offer a comprehensive approach to managing your wealth. Understanding your complete financial picture is our priority. We begin by listening to what matters most to you, allowing us to design flexible strategies that adapt to today's ever-changing market conditions. Our commitment is to help you pursue your financial goals while effectively managing investment risks.
57 Hampton Road, Southampton, New York 11968, United States -
Merrill Lynch Financial Advisor Kevin P Dehler
● OpenWelcome to Merrill Lynch Financial Advisor Kevin P Dehler, your trusted partner in wealth management located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor with access to an expansive array of investment solutions from Merrill and banking products from Bank of America, Kevin P Dehler is committed to helping you navigate the complexities of today’s financial landscape. Understanding that managing your wealth begins with a comprehensive understanding of your unique financial picture, Kevin offers personalized strategies that align with what matters most to you. By leveraging timely insights on market trends and the global economy, he aims to keep you informed and on track towards your financial goals.
57 Hampton Road, Southampton, New York 11968, United States -
Merrill Lynch Financial Advisor Jacob F Eckart
● OpenWelcome to Merrill Lynch Financial Advisor Jacob F Eckart, your trusted partner in navigating the complex world of finance. Conveniently located at 57 Hampton Road in Southampton, New York, we are committed to providing you with personalized financial solutions tailored to your unique needs and aspirations. At Merrill Lynch, we recognize that every client is different, with distinct financial goals and dreams. Whether you have a clear strategy in place or require guidance in planning for future generations, we are here to help you implement a plan that aligns with your vision. Our approach is holistic, taking into account not just your financial situation but also your plans, hopes, and dreams.
57 Hampton Road, Southampton, New York 11968, United States -
Merrill Lynch Financial Advisor Gregory C Mallgraf
● OpenWelcome to Merrill Lynch Financial Advisor Gregory C. Mallgraf's office, located at 57 Hampton Road, Southampton, New York. With over 20 years of experience in the financial services industry, Greg joined Merrill Lynch Wealth Management in 2008 and is dedicated to providing personalized and disciplined investment management strategies for individuals and families. As the Senior Resident Director of the Southampton branch and a Wealth Management Advisor with the Martorana-Mallgraf Group, Greg is committed to understanding your unique financial needs and goals. At Merrill Lynch, we offer access to a wide range of investment solutions and banking products from Bank of America. With timely insights into market trends and the global economy, Greg helps you stay on track with your financial objectives. Our approach focuses on connecting your life and finances, providing fresh perspectives to help turn your goals into reality.
57 Hampton Road, Southampton, New York 11968, United States -
Merrill Lynch Financial Advisor Joseph Gaviola
● OpenWelcome to Merrill Lynch Financial Advisor Joseph Gaviola's office, located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor, Joseph Gaviola is committed to helping you navigate the complexities of wealth management with personalized strategies tailored to your unique financial goals. At Merrill Lynch, we provide access to a wide range of investment solutions alongside the banking convenience of Bank of America. Our approach begins with a deep understanding of your financial picture, ensuring that the strategies we develop are as flexible and dynamic as today's ever-changing market conditions. We focus on what matters most to you, crafting a personalized plan to help you and your family pursue your financial aspirations while managing investment risk.
57 Hampton Road, Southampton, New York 11968, United States -
Merrill Lynch Financial Advisor Michael Gray
● OpenWelcome to Merrill Lynch Financial Advisor Michael Gray, located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor, Michael Gray offers a comprehensive suite of investment solutions through Merrill and banking products from Bank of America. Our mission is to build and preserve wealth for our clients by understanding their unique financial goals and providing personalized, high-quality investment advice. At Merrill Lynch, we focus on creating tailored financial strategies that align with your risk tolerance, time horizon, and liquidity needs. By leveraging our deep knowledge and experience, we aim to help you navigate the complexities of the financial markets and make informed decisions that can shape a prosperous future for you and your family.
57 Hampton Road, Southampton, New York 11968, United States -
Edgar Betancourt - Ameriprise Financial Services, LLC
● OpenWelcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.
1673 County Road 39, Southampton, New York 11968, United States -
Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC, where we are committed to providing exceptional financial advisory services tailored to your unique needs. Located at 1673 County Road 39, Southampton, New York, our team is dedicated to helping you achieve your financial goals with confidence and clarity. Our expertise is backed by a range of prestigious certifications, ensuring that we deliver the highest standard of financial planning and advice. Our advisor holds the AAMS™ (Accredited Asset Management Specialist™) certification, which emphasizes a strong ethical foundation and proficiency in asset management, investment strategies, estate planning, and more. We also offer specialized services for domestic partners, retirees, and small business owners, thanks to our ADPA™ (Accredited Domestic Partnership Advisor™) and AWMA℠ (Accredited Wealth Management Advisor℠) designations.
1673 County Road 39, Southampton, New York 11968, United States -
George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.
1673 County Road 39, Southampton, New York 11968, United States -
Peter Kern - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Peter Kern - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. As a dedicated financial advisor, I am committed to helping you achieve your financial goals, whether they include retirement planning, education funding, or major purchases like a second home. At Peter Kern - Financial Advisor, we start by understanding what matters most to you. I provide personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our approach involves documenting your objectives, meeting regularly to review and analyze your progress, and adjusting strategies as your life evolves. You can access your investments and accounts anytime, from any device, to track your progress safely and securely.
1673 County Road 39, Southampton, New York 11968, United States -
Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMeredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Meredith Diamond - Financial Advisor, located at 1673 County Road 39, Southampton, New York. With a commitment to providing exceptional financial guidance, our firm is dedicated to helping you achieve your financial goals through personalized strategies and expert advice.
1673 County Road 39, Southampton, New York 11968, United States -
Christian Greco - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Christian Greco - Financial Advisor at Ameriprise Financial Services, LLC, where your financial goals are our priority. Located at 1673 County Road 39, Southampton, New York, we are dedicated to helping you achieve a more confident financial future. Whether you're planning for retirement, saving for education, or considering a significant purchase like a second home, we provide personalized investment, asset allocation, and portfolio recommendations tailored to your unique goals and risk tolerance. Our approach begins with understanding what matters most to you. We document your objectives, meet regularly to review and analyze your progress, and adjust your strategy as your life evolves. With secure, anytime access from any device, you can track your investments and progress toward your goals, and share information with us safely.
1673 County Road 39, Southampton, New York 11968, United States -
Bryan Durso - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Bryan Durso - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. As a dedicated financial advisor, I am committed to helping you achieve your financial goals, whether they involve planning for retirement, funding education, or making significant purchases like a second home. At our initial complimentary consultation, we will discuss what's most important to you and outline how we can work together to meet your objectives. I provide personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Together, we'll document your goals, regularly review and analyze your progress, and adjust your approach as your life evolves. You can access your investments and track your progress anytime, from any device, securely.
1673 County Road 39, Southampton, New York 11968, United States -
Helen Minieri Stacy CFP® - UBS Financial Services Inc.
● OpenWelcome to Helen Minieri Stacy CFP® - UBS Financial Services Inc., your trusted partner in achieving financial success. Conveniently located at 8 Main Street, Southampton, New York, our firm is dedicated to providing personalized financial advice and solutions tailored to meet your unique needs. With a wealth of experience in the finance industry, Helen Minieri Stacy, a Certified Financial Planner®, leads our team in offering services that include investment management, retirement planning, estate planning, and wealth preservation strategies. Our commitment to excellence and client-focused approach ensures that you receive the highest level of service and guidance. Whether you are planning for your future, managing your investments, or seeking to protect your assets, we are here to help you navigate your financial journey with confidence. Visit us today to discover how we can assist you in reaching your financial goals.
8 Main Street, Southampton, New York 11968, United States -
Kevin N. Kitt - UBS Financial Services Inc.
● OpenWelcome to Kevin N. Kitt - UBS Financial Services Inc., your trusted partner in navigating the complex world of finance. Conveniently located at 8 Main Street in the charming town of Southampton, New York, we are committed to serving our community with personalized financial solutions and expert guidance. At Kevin N. Kitt - UBS Financial Services Inc., we understand that every client's financial journey is unique. Our team of experienced professionals is dedicated to providing tailored strategies to help you achieve your financial goals, whether they involve investment management, retirement planning, wealth preservation, or estate planning.
8 Main Street, Southampton, New York 11968, United States -
GuardHill Financial
● OpenWelcome to GuardHill Financial Located at 63 Main Street, Southampton, New York, GuardHill Financial is your trusted partner in mortgage financing, dedicated to serving individuals and the real estate industry for over three decades. As a privately owned and independent company, we take pride in offering superior mortgage services and diverse mortgage products tailored to meet your unique needs.
63 Main Street, Southampton, New York 11968, United States -
Rocco A. Carriero Wealth Partners - Ameriprise Financial Services, LLC
● OpenWelcome to Rocco A. Carriero Wealth Partners, a trusted provider of Ameriprise Financial Services, LLC, located at 250 Montauk Highway, East Moriches, New York 11940. As a dedicated financial advisory firm, we are committed to helping you achieve your financial goals through personalized and strategic planning. At Rocco A. Carriero Wealth Partners, we understand that every individual has unique financial needs and aspirations. Our team of experienced Ameriprise financial advisors is here to guide you through the complexities of financial planning. During our initial consultation, we will introduce you to key financial planning concepts, helping you gain a clearer understanding of your financial landscape. Please note that this session does not include written analysis or recommendations.
250 Montauk Highway, East Moriches, New York 11940, United States -
Dave Wise - State Farm Insurance Agent
● OpenWelcome to Dave Wise State Farm, located in Wading River, New York! Our insurance agency is dedicated to providing a warm and friendly experience to our valued customers in Suffolk County and beyond. With a range of insurance options including Home, Auto, Renters, and Life Insurance, we are here to protect you and your loved ones. Our experienced team has been serving the community since 2002, and we are committed to making a positive impact on our customers' lives. Whether you are in Southold, Southampton, Cutchogue, or any surrounding areas, we are here to help you find the right coverage for your needs.
Fairview Professional Ctr, Wading River, NY 11792, United States -
Chelation Therapy Hamptons
● OpenWelcome to Chelation Therapy Hamptons, your trusted partner in health and wellness located at 117 Windmill Lane, Southampton, New York 11968. Our mission is to support your journey to optimal health through personalized and effective chelation therapy treatments. At Chelation Therapy Hamptons, we understand the importance of addressing your unique health needs. Our expert team is dedicated to providing safe and efficient chelation therapy, a treatment designed to remove heavy metals and toxins from your body, promoting improved circulation and overall well-being.
117 Windmill Lane, Southampton, New York 11968, United States -
Law Office Daniel A Zahn PC
● OpenWelcome to the Law Office of Daniel A Zahn PC, located at 342 Old Town Road, Setauket-East Setauket, New York 11733. We understand that choosing the right attorney is a critical decision, and we are here to provide you with dedicated and personalized legal services. Our firm specializes in select areas of law, including Legal Malpractice, Wrongful Death, Medical Malpractice, and Serious Personal Injury cases, serving clients in both New York and Vermont. At our firm, we prioritize the client above all else, embracing a philosophy that values "Quality" over "Quantity." With over 30 years of experience, we offer a unique, boutique-style legal practice that ensures you receive flexible, personal, and professional interaction. Mr. Zahn takes the time to understand your case thoroughly, allowing him to present it masterfully to a jury if necessary.
342 Old Town Road, Setauket- East Setauket, New York 11733, United States -
Law Office of Ronald D. Weiss, P.C.
● OpenWelcome to the Law Office of Ronald D. Weiss, P.C. Located at 80 Orville Drive, Bohemia, New York 11716, the Law Office of Ronald D. Weiss, P.C. is dedicated to providing comprehensive financial legal services to individuals and businesses in the greater Long Island and New York area. With over three decades of experience, our firm specializes in a wide range of financial legal matters including bankruptcy, foreclosure defense, and debt negotiation.
80 Orville Drive, Bohemia, New York 11716, United States -
Law Office of Ronald D. Weiss, P.C.
● OpenWelcome to the Law Office of Ronald D. Weiss, P.C. Located at 33 Flying Point Road, Southampton, New York, the Law Office of Ronald D. Weiss, P.C. is your trusted partner for navigating financial challenges and legal complexities. With over 30 years of experience, Ronald D. Weiss and his team specialize in bankruptcy law, foreclosure defense, mortgage modifications, and debt negotiation, providing invaluable legal solutions to individuals and businesses across Long Island and New York.
33 Flying Point Road, Southampton, New York 11968, United States
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