TOP 10 Personal financial consultant in New York, NY
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TD Bank
● ClosedWelcome to TD Bank, your go-to financial partner located at 86 Nesconset Highway, Port Jefferson Station, New York 11776. As a leading provider in banking, ATM services, and financial solutions, we offer a comprehensive range of services tailored to meet your unique needs. At TD Bank, you'll work with a dedicated Relationship Manager and a team of wealth professionals to guide you through private banking, credit, investment, and financial planning. Our TD Financial Advisors are here to help you create a detailed Client Profile and develop a holistic TD Wealth Plan centered around your financial aspirations.
86 Nesconset Highway, Port Jefferson Station, New York 11776, United States -
Goosehead Insurance - Peter Spadafino
● ClosedWelcome to Goosehead Insurance - Peter Spadafino, your trusted local insurance agency located at 26B Rocky Point Road, Middle Island, New York. We are dedicated to providing personalized insurance solutions tailored to meet the unique needs of our clients in the Middle Island community and beyond. Our expert team, led by Peter Spadafino, is committed to delivering exceptional customer service and comprehensive coverage options that offer peace of mind. At Goosehead Insurance, we understand that navigating the world of insurance can be complex, which is why we take the time to listen to your needs and guide you through the process with clarity and transparency. Whether you're seeking insurance for your home, auto, life, or business, we have the expertise and resources to help you find the right policy at competitive rates.
26B Rocky Point Road, Middle Island, New York 11953, United States -
ATM (Bank of America)
● OpenWelcome to the Bank of America ATM located at 670 Fort Salonga Road, Northport, New York 11768. Conveniently situated for all your financial needs, this ATM provides a range of services designed to make banking easy and efficient. At Bank of America, we strive to offer comprehensive financial solutions tailored to your lifestyle. Whether you're managing everyday finances or planning long-term investments, our tools and resources can help you achieve your goals. Take advantage of our Better Money Habits® financial education program to enhance your financial literacy and strengthen your community.
670 Fort Salonga Road, Northport, New York 11768, United States -
Ernest Destefano - Aflac Insurance Agent
● OpenWelcome to Ernest Destefano - Aflac Insurance Agent, your trusted partner in securing your future and protecting what matters most. Conveniently located in Coram, New York, we are dedicated to providing personalized insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. At Ernest Destefano - Aflac Insurance Agent, we understand that navigating the world of insurance can be complex and overwhelming. That's why our experienced team is committed to delivering exceptional service and guidance every step of the way. Whether you're looking for health, life, accident, or disability insurance, we offer a comprehensive range of Aflac products designed to provide peace of mind and financial stability.
Coram, New York 11727, United States -
Opus Risk
● OpenWelcome to Opus Risk, your trusted insurance agency located at 12 Martha Lane, Selden, New York 11784. At Opus Risk, we are committed to providing comprehensive insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. Our experienced team of professionals is dedicated to helping you navigate the complex world of insurance with ease and confidence. We offer a wide range of insurance products, including home, auto, life, and business insurance, ensuring that you and your assets are well-protected against unforeseen circumstances. Our personalized approach means that we take the time to understand your specific requirements and provide you with the most suitable coverage options.
12 Martha Lane, Selden, New York 11784, United States -
GLS Management
● ClosedWelcome to GLS Management, your trusted insurance agency located at 29 Twisting Drive, Lake Grove, New York. At GLS Management, we are committed to providing personalized and comprehensive insurance solutions tailored to meet the unique needs of our clients. With years of experience in the industry, our team of dedicated professionals is here to guide you through the complexities of insurance, ensuring peace of mind and financial security for you and your loved ones. Whether you're looking for auto, home, life, or business insurance, GLS Management offers a wide range of products from leading insurance providers. Our mission is to deliver exceptional service, expert advice, and competitive rates to help you protect what matters most.
29 Twisting Drive, Lake Grove, New York 11755, United States -
Paul T. Donoghue Insurance
● ClosedWelcome to Paul T. Donoghue Insurance, your trusted insurance agency located at 356 Middle Country Road in Coram, New York. With a commitment to providing personalized insurance solutions, we specialize in offering a comprehensive range of coverage options to meet the unique needs of individuals, families, and businesses in our community. At Paul T. Donoghue Insurance, we understand that navigating the world of insurance can be overwhelming. That's why our dedicated team is here to guide you every step of the way, ensuring that you have the right protection for your specific circumstances. Whether you're looking for auto, home, life, health, or business insurance, we have the expertise and resources to tailor a policy that fits your requirements and budget.
356 Middle Country Road, Coram, New York 11727, United States -
CashDiscountProgram.com
● ClosedWelcome to CashDiscountProgram.com, your trusted partner in revolutionizing the way your business handles credit card transactions. Located at 738 Smithtown Bypass, Smithtown, New York 11787, we specialize in providing innovative financial solutions that enable your business to accept credit cards without incurring any merchant service fees. At CashDiscountProgram.com, we understand the financial burden that traditional credit card processing fees can place on your business. With the increasing preference for credit card payments over cash, these fees can significantly impact your bottom line. That's why we offer a groundbreaking solution: zero cost processing through our cash discount programs.
738 Smithtown Bypass, Smithtown, New York 11787, United States -
G & G Agency Ltd
● OpenWelcome to G & G Agency Ltd, your trusted partner in comprehensive insurance solutions. Conveniently located at 329 East Main Street in the heart of Smithtown, New York, we are dedicated to serving the insurance needs of our community and beyond. At G & G Agency Ltd, we understand that protecting your assets and securing your future are top priorities. That's why our experienced team is committed to providing personalized insurance services tailored to meet your unique requirements. Whether you are looking for auto, home, life, or business insurance, we offer a wide range of coverage options from the nation’s leading insurance providers. Our knowledgeable agents work closely with you to ensure you receive the best possible protection at competitive rates. We pride ourselves on our customer-focused approach, striving to build long-lasting relationships based on trust and integrity.
329 East Main Street, Smithtown, New York 11787, United States -
Long Island Public Adjusters, LLC
● OpenWelcome to Long Island Public Adjusters, LLC, your trusted partner in navigating the complex world of insurance claims. Located at 34 East Main Street, Smithtown, New York, we specialize in providing expert public adjusting services to both residential and commercial clients across Long Island and the surrounding areas. As a dedicated general contractor and insurance agency, we are committed to ensuring that you receive the rightful benefits and settlements you deserve. At Long Island Public Adjusters, we understand that filing an insurance claim can be a daunting and overwhelming process. Without a detailed claims strategy, insurance companies may underpay you, leaving you with less than you deserve. This is where our expertise comes in. By hiring a public adjuster, you can unlock higher settlements and maximize your policy benefits.
34 East Main Street, Smithtown, New York 11787, United States -
Goosehead Insurance - Brenda Silva
● ClosedWelcome to Goosehead Insurance - Brenda Silva, your trusted insurance agency located at 1 Edgewood Avenue, Smithtown, New York. At our agency, we are dedicated to providing personalized insurance solutions tailored to meet your unique needs. Whether you're looking for auto, home, life, or any other type of insurance, Brenda Silva and her team are here to guide you through the process with expertise and care. Our commitment to exceptional customer service ensures that you receive the best coverage options at competitive rates. We take pride in our ability to listen to our clients and understand their specific requirements, allowing us to craft policies that provide peace of mind and financial security.
1 Edgewood Avenue, Smithtown, New York 11787, United States -
Adam Nedvin: Allstate Insurance
● ClosedWelcome to Adam Nedvin: Allstate Insurance, your trusted insurance agency located in the heart of Manorville, New York. Conveniently situated at 383 N Sunrise Service Rd, our agency is dedicated to providing personalized and comprehensive insurance solutions to meet your unique needs. As a proud member of the Allstate family, we offer a wide range of insurance products, including auto, home, life, and business insurance, ensuring you and your loved ones are protected against life's uncertainties. Our team of experienced and knowledgeable agents is committed to delivering exceptional customer service and expert guidance, helping you navigate the complexities of insurance with ease and confidence. Whether you're looking to safeguard your family's future or protect your valuable assets, Adam Nedvin: Allstate Insurance is here to assist you every step of the way.
383 N Sunrise Service Rd, Manorville, New York 11949, United States -
Long Island Senior Services
● OpenWelcome to Long Island Senior Services Located at 1490 William Floyd Parkway, Suite 104, Shirley, New York 11967, Long Island Senior Services is your trusted partner in navigating the world of Medicare, Life Insurance, and Annuities. As a dedicated health and insurance agency, we are committed to helping you achieve comprehensive financial security with personalized solutions tailored to your unique needs.
1490 William Floyd Parkway, Shirley, New York 11967, United States -
GACC
● ClosedWelcome to GACC, your trusted financial partner located in the heart of Nesconset, New York. Situated at 195 Smithtown Boulevard, GACC is dedicated to providing exceptional financial services tailored to meet the unique needs of our community. As a premier finance business, we specialize in a wide range of services, including personal finance planning, investment management, and comprehensive business consulting. At GACC, our team of experienced professionals is committed to delivering personalized solutions that help you achieve your financial goals. Whether you're planning for retirement, expanding your business, or simply seeking expert financial advice, we are here to guide you every step of the way. Our client-centric approach ensures that we understand your specific needs and offer strategies that are not only effective but also aligned with your long-term objectives.
195 Smithtown Boulevard, Nesconset, New York 11767, United States -
Elena Kolesnikova - State Farm Insurance Agent
● ClosedWelcome to Elena Kolesnikova - State Farm Insurance Agent, your trusted partner for comprehensive insurance services in Medford, New York, and beyond. Conveniently located at 3249 Route 112, our agency proudly serves the communities of Nassau and Suffolk Counties on Long Island, as well as residents in New Jersey, Connecticut, and Pennsylvania. Led by Elena Kolesnikova, our dedicated team is committed to providing you with personalized insurance solutions to protect what matters most. Whether you're embarking on a summer adventure with your ATV, boat, or camper, or hitting the road on your motorcycle, we have the right coverage for you. Our comprehensive offerings include Auto, Home, Business, Life Insurance, and more, ensuring that all your insurance needs are met under one roof.
3249 Route 112, Medford, New York 11763, United States -
Policy Insurance Service
● ClosedWelcome to Policy Insurance Service, your trusted insurance agency located in the heart of Farmingville, New York. Situated at 1055 Portion Road, our dedicated team is committed to providing personalized insurance solutions tailored to meet your unique needs. Whether you're seeking coverage for your home, auto, business, or life, we offer a comprehensive range of policies to ensure you and your assets are protected. At Policy Insurance Service, we pride ourselves on delivering exceptional customer service and expert guidance. Our experienced agents work closely with you to understand your specific requirements and provide you with the best options available. We partner with leading insurance providers to offer competitive rates and reliable coverage, giving you peace of mind.
1055 Portion Road, Farmingville, New York 11738, United States -
Claims and Finds LLC
● OpenWelcome to Claims and Finds LLC, your trusted financial partner located at 78 Daly Road, East Northport, New York. At Claims and Finds LLC, we specialize in providing comprehensive financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping you navigate the complex world of finance with ease and confidence. Whether you are seeking assistance with claims, asset recovery, or financial consulting, we are here to guide you every step of the way. Our commitment to excellence and personalized service ensures that you receive the highest quality support and advice. Visit us today to discover how Claims and Finds LLC can help you achieve your financial goals.
78 Daly Road, East Northport, New York 11731, United States -
TD Bank
● ClosedWelcome to TD Bank in Commack, New York! Conveniently located at 6190 Jericho Turnpike, we are your local hub for all things banking and finance. At TD Bank, we believe in providing personalized service tailored to your unique financial needs. Work closely with a dedicated Relationship Manager and a team of wealth professionals who are ready to assist you with private banking, credit, investment, and financial planning. Looking to buy, build, renovate, or refinance your home? Schedule a consultation with our local mortgage loan officer to explore your options and prequalify for the right mortgage. Our team is here to guide you every step of the way.
6190 Jericho Turnpike, Commack, New York 11725, United States -
A&A Insurance Agency, Inc
● ClosedWelcome to A&A Insurance Agency, Inc., your trusted partner in securing a brighter and safer future. Conveniently located at 281 Lilac Lane, Smithtown, New York, we are proud to serve the Smithtown community and surrounding areas with comprehensive insurance solutions tailored to meet your unique needs. At A&A Insurance Agency, Inc., we understand that life's uncertainties require thoughtful planning and protection. Our dedicated team of experienced professionals is committed to providing personalized service and expert guidance, ensuring you find the right coverage for your home, auto, business, and more. Whether you're a first-time insurance buyer or looking to review and enhance your current policies, we offer a wide range of options from leading insurance providers to suit every budget and lifestyle.
281 Lilac Lane, Smithtown, New York 11787, United States -
Gesla Insurance Agency
● ClosedWelcome to Gesla Insurance Agency, your trusted partner in securing your future. Conveniently located at 2410 North Ocean Avenue in Farmingville, New York, we are dedicated to providing personalized insurance solutions tailored to meet your unique needs. Our experienced team of professionals is committed to helping individuals, families, and businesses navigate the complex world of insurance with ease and confidence. At Gesla Insurance Agency, we offer a comprehensive range of insurance products, including auto, home, life, and business insurance. We understand that every client has different requirements, which is why we take the time to understand your specific situation and craft a plan that provides the best coverage at competitive rates.
2410 North Ocean Avenue, Farmingville, New York 11738, United States -
Donna Heiserer - Thrivent
● ClosedWelcome to "Donna Heiserer - Thrivent," your trusted partner in financial planning and investment advisory services, located at 30 David Lane, Lake Ronkonkoma, New York 11779, United States. We are dedicated to helping you achieve your financial goals through personalized advice and comprehensive financial strategies. Our services are backed by the expertise of licensed professionals, with licenses in states including California (CA Insurance Lic. #4035009), Florida, New York, and Virginia. Please note that licensing information is available through your State Insurance Department's website, accessible via the National Association of Insurance Commissioners website.
30 David Lane, Lake Ronkonkoma, New York 11779, United States -
Jeremy Rayburn - Morgan Stanley
● OpenWelcome to Jeremy Rayburn - Morgan Stanley, your trusted partner in financial planning and investment management. Conveniently located at 888 Veterans Memorial Highway in Hauppauge, New York, we are dedicated to providing exceptional financial services to individuals and businesses in the community and beyond. At our office, we understand that navigating the financial landscape can be complex and challenging. That's why Jeremy Rayburn and his team of experienced professionals are here to offer personalized solutions tailored to your unique financial goals. Whether you're planning for retirement, managing your investments, or seeking guidance on wealth management, we are committed to helping you achieve financial success and security.
888 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
Robert Forte - Morgan Stanley
● OpenWelcome to Robert Forte - Morgan Stanley, your trusted partner in financial planning and investment management. Conveniently located at 888 Veterans Memorial Highway in Hauppauge, New York, our office is dedicated to helping individuals and businesses achieve their financial goals with confidence and clarity. At Robert Forte - Morgan Stanley, we understand that each client's financial journey is unique. Our team of experienced financial advisors is committed to providing personalized strategies tailored to your specific needs and aspirations. Whether you're planning for retirement, saving for education, or looking to grow your investment portfolio, we offer a comprehensive range of services designed to help you succeed.
888 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
Walter H Brown Agency Inc
● OpenWelcome to Walter H Brown Agency Inc, your trusted insurance partner located in the heart of Ronkonkoma, New York. Situated at 117 Patchogue-Holbrook Road, our agency is dedicated to providing personalized and comprehensive insurance solutions to meet the diverse needs of individuals, families, and businesses in the community. At Walter H Brown Agency Inc, we understand that navigating the world of insurance can be overwhelming. That's why our team of experienced professionals is here to guide you every step of the way. Whether you're seeking auto, home, life, health, or business insurance, we work diligently to tailor coverage plans that offer peace of mind and financial security.
117 Patchogue-Holbrook Road, Ronkonkoma, New York 11779, United States -
Ralph Amitrano, Ronkonkoma | Insurance
● OpenWelcome to Ralph Amitrano Insurance, your trusted local insurance agency located in the heart of Ronkonkoma, New York. Situated at 4 Norwood Lane, we proudly serve the Ronkonkoma community and surrounding areas, offering a comprehensive range of insurance solutions tailored to meet your needs. At Ralph Amitrano Insurance, we understand that securing the right insurance coverage is essential for protecting what matters most to you. Whether you're looking for auto, home, life, or business insurance, our experienced team is here to guide you every step of the way. We take pride in providing personalized service, ensuring that each client receives the attention and care they deserve.
4 Norwood Lane, Ronkonkoma, New York 11779, United States -
George N Sucich & Associates
● OpenWelcome to George N Sucich & Associates, your trusted partner in financial solutions located at 38 Kings Highway, Hauppauge, New York. Our firm specializes in providing personalized financial services tailored to meet the unique needs of individuals and businesses in the community. With years of experience and a commitment to excellence, we offer a comprehensive range of services including financial planning, investment management, tax preparation, and consulting. Our team of dedicated professionals is here to guide you through every financial decision with expertise and integrity. At George N Sucich & Associates, we prioritize building lasting relationships with our clients, ensuring that your financial goals are met with precision and care. Visit us and discover how we can help you secure a prosperous financial future.
38 Kings Highway, Hauppauge, New York 11788, United States -
ATM (Bethpage)
● ClosedWelcome to ATM (Bethpage) located at 964 Montauk Highway, Shirley, New York 11967. As a trusted financial partner, we are committed to helping you achieve your financial goals with a wide range of services and products tailored to meet your needs. High-Yield Savings and Certificates: - Boost your savings with our High-Yield Savings Premium account, offering a competitive 5.35% APY on any balance. Enjoy the flexibility of a variable rate tiered account with no minimum balance requirement to open.
964 Montauk Highway, Shirley, New York 11967, United States -
ATM (Bethpage)
● ClosedWelcome to ATM (Bethpage) - Your Trusted Financial Partner in Shirley, New York! Located conveniently at 863 Montauk Highway, Shirley, New York 11967, ATM (Bethpage) is your go-to destination for all your financial needs. We are committed to providing exceptional banking services with a focus on customer satisfaction and financial growth.
863 Montauk Highway, Shirley, New York 11967, United States -
All Insurance Agency
● ClosedWelcome to All Insurance Agency, your trusted partner for comprehensive insurance solutions in Hauppauge, New York. Conveniently located at 580 Veterans Memorial Highway, we are dedicated to serving the diverse insurance needs of individuals, families, and businesses in our community. At All Insurance Agency, we understand that each client is unique, which is why we offer a wide range of customizable insurance products to meet your specific requirements. Whether you're looking for auto, home, life, or business insurance, our experienced team is here to guide you through the process with personalized service and expert advice.
580 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
Long Island Medicare Planning
● ClosedWelcome to Long Island Medicare Planning, your trusted partner in navigating the complexities of Medicare. Conveniently located at 18 Dawn Drive, Shirley, New York, we are dedicated to serving the local community with personalized and comprehensive Medicare planning services. As a specialized health insurance agency, our mission is to simplify the Medicare process and ensure that you or your loved ones receive the best possible coverage tailored to individual needs. Our experienced team is committed to providing clear, unbiased advice and support, helping you understand your options and make informed decisions. Whether you're new to Medicare or looking to adjust your existing plan, we offer a range of services including Medicare Advantage, Medicare Supplement Insurance, and Prescription Drug Plans.
18 Dawn Drive, Shirley, New York 11967, United States
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