TOP 10 Personal financial consultant in New York, NY
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Merrill Lynch Wealth Management
● ClosedWelcome to Merrill Lynch Wealth Management, your trusted financial partner located at 450 Old Country Road, Riverhead, New York. As a leading name in finance, we specialize in helping individuals, families, business owners, executives, and institutions navigate both rising and turbulent markets. Our team of expert financial advisors brings years of combined wealth management experience, offering insights and strategies tailored to your unique financial goals. At Merrill Lynch Wealth Management, we understand that wealth planning goes beyond mere advice. Our advisors are equipped to assist with retirement income planning, guidance on concentrated stock positions, and traditional investments, while also providing access to Bank of America’s estate planning services. We work collaboratively with your external professionals, such as accountants and tax attorneys, to ensure a comprehensive approach to your financial well-being.
450 Old Country Road, Riverhead, New York 11901, United States -
Benefixa
● OpenWelcome to Benefixa, your trusted insurance agency located in the heart of Jamesport, New York. Situated at 25 Dougs Lane, our dedicated team is committed to providing you with personalized and comprehensive insurance solutions tailored to meet your unique needs. Whether you're seeking coverage for your home, auto, business, or health, Benefixa offers a wide range of policies designed to protect what matters most to you. At Benefixa, we pride ourselves on our exceptional customer service and our ability to simplify the insurance process. Our knowledgeable agents are here to guide you every step of the way, ensuring you have the right coverage and peace of mind. We partner with top-rated insurance providers to offer competitive rates and reliable protection.
25 Dougs Lane, Jamesport, New York 11970, United States -
Medicare Insurance Policy
● ClosedWelcome to Medicare Insurance Policy, your trusted insurance agency located in the heart of Riverhead, New York. Situated at 869 Old Country Road, we specialize in providing comprehensive Medicare insurance solutions tailored to meet your unique healthcare needs. Our dedicated team of experienced professionals is committed to guiding you through the complexities of Medicare plans, ensuring you find the right coverage that fits your lifestyle and budget. Whether you're new to Medicare or looking to explore your options, we offer personalized consultations to help you make informed decisions with confidence. Visit us today and experience the peace of mind that comes with knowing you're in good hands. Your health and well-being are our top priorities, and we are here to support you every step of the way.
869 Old Country Road, Riverhead, New York 11901, United States -
NSA Insurance Solutions Service
● ClosedWelcome to NSA Insurance Solutions Service, your trusted partner in personalized insurance and financial solutions since 1926. Conveniently located at 711 Union Avenue, Aquebogue, New York, our independent insurance agency is dedicated to providing tailored insurance packages that meet your unique needs and protect what matters most. Say goodbye to one-size-fits-all insurance. At NSA Insurance Solutions Service, we pride ourselves on our customized approach, leveraging a comprehensive four-step process, known as the four R’s, to identify your specific requirements and potential coverage gaps. This allows us to craft an insurance program that fits both your needs and your budget.
711 Union Avenue, Aquebogue, New York 11931, United States -
Bethpage Federal Credit Union ATm
● OpenBethpage Federal Credit Union ATM - Riverhead, NY Welcome to the Bethpage Federal Credit Union ATM located at 1140 Old Country Road, Riverhead, New York 11901. As a trusted financial partner, we are dedicated to providing our members with convenient and innovative banking solutions. Whether you're managing everyday transactions or planning for the future, our services are designed to support your financial journey.
1140 Old Country Road, Riverhead, New York 11901, United States -
Ardito and McCarrick Team - Morgan Stanley
● OpenWelcome to Ardito and McCarrick Team at Morgan Stanley, your trusted financial partners located in the heart of Riverhead, New York. Nestled at 611 East Main Street, our dedicated team is committed to providing exceptional financial services tailored to meet your unique needs. Specializing in comprehensive wealth management, investment strategies, and financial planning, we strive to help you achieve your financial goals with confidence and clarity. At Ardito and McCarrick, we understand that every client is different, which is why we take a personalized approach to your financial journey. Our experienced professionals bring a wealth of knowledge and expertise, ensuring that you receive the highest level of service and guidance. Whether you're planning for retirement, investing for the future, or managing your assets, we are here to support you every step of the way.
611 East Main Street, Riverhead, New York 11901, United States -
Destini Cuevas: Allstate Insurance
● ClosedWelcome to Destini Cuevas: Allstate Insurance, your trusted partner in Riverhead, New York, for comprehensive insurance solutions. Conveniently located at 1375 Old Country Road, our agency is committed to providing exceptional service and personalized insurance options tailored to meet your unique needs. As a dedicated Allstate Insurance agency, we offer a wide range of coverage options, including auto, home, life, and business insurance, ensuring that you and your loved ones are protected against life's uncertainties. Our knowledgeable and friendly team, led by Destini Cuevas, is here to guide you through the insurance process with expertise and care. We pride ourselves on building lasting relationships with our clients and helping you make informed decisions to safeguard your future. Whether you're looking to protect your family's home, secure your vehicle, or plan for the unexpected, we are here to help.
1375 Old Country Road, Riverhead, New York 11901, United States -
Motosport Brokerage Inc
● ClosedWelcome to Motosport Brokerage Inc., your trusted insurance agency located in the heart of Riverhead, New York. Situated at 1407 Pulaski Street, our dedicated team of experts is committed to providing personalized insurance solutions tailored to meet your unique needs. Whether you're seeking coverage for your motorcycle, car, home, or business, we offer a comprehensive range of insurance products designed to protect what matters most to you. At Motosport Brokerage Inc., we pride ourselves on delivering exceptional customer service and expert advice to ensure peace of mind for our valued clients. Explore our services today and discover why we are Riverhead’s preferred choice for insurance solutions. Contact us to schedule a consultation or visit our office to speak with our friendly staff. Your protection is our priority at Motosport Brokerage Inc.
1407 Pulaski Street, Riverhead, New York 11901, United States -
Carmine J. Campisi - State Farm Insurance Agent
● ClosedWelcome to Carmine J. Campisi - State Farm Insurance Agent, your trusted partner in Calverton, New York, for all your insurance needs. Conveniently located at 4492 Middle Country Road in Calverton Commons, just a half mile west of JR's Steakhouse and a mile east of Calverton Cemetery, our office is at the heart of the community, serving Calverton, Riverhead, Shoreham, Moriches, Manorville, Wading River, and beyond. We proudly extend our services to all of Nassau and Suffolk Counties, the Five Boroughs, and the entire states of New York and New Jersey. With over eight years of experience in the insurance industry with State Farm, and as a lifelong resident of Suffolk County, I am deeply committed to providing personalized and exceptional service to my clients. Growing up on Long Island, I developed a passion for helping others during their time of need, which is reflected in my approach to insurance services.
4492 Middle Country Road, Calverton, New York 11933, United States -
Brian Leiser - Raymond James
● OpenWelcome to Brian Leiser - Raymond James, your trusted partner in financial planning and investment management, located at 209 West Main Street, Riverhead, New York. Serving the Riverhead community and beyond, we are dedicated to helping individuals and businesses achieve their financial goals with personalized strategies and expert guidance. At Brian Leiser - Raymond James, we understand that financial planning is not a one-size-fits-all endeavor. Our experienced team is committed to providing tailored solutions that align with your unique needs and aspirations. Whether you're planning for retirement, managing investments, or seeking advice on wealth management, we offer a comprehensive range of services designed to help you navigate the complexities of today's financial landscape.
209 West Main Street, Riverhead, New York 11901, United States -
Joseph M. Faller - Wilmington Advisors @ M&T
● ClosedWelcome to Joseph M. Faller - Wilmington Advisors @ M&T, your trusted partner in financial planning and wealth management, conveniently located at 295 North Sea Road, Southampton, New York. As a premier financial advisory firm, we are dedicated to helping individuals, families, and businesses achieve their financial goals with personalized and strategic solutions. Our team of experienced advisors is committed to providing expert guidance in investment management, retirement planning, estate planning, and more. We understand the unique financial landscape of the Southampton community and strive to deliver tailored advice that aligns with your specific needs and aspirations.
295 North Sea Road, Southampton, New York 11968, United States -
Ameriprise Private Wealth Advisory Practice
● OpenWelcome to Ameriprise Private Wealth Advisory Practice, your trusted partner in financial planning and wealth management located in the heart of Tuckahoe, New York. Our practice is dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. With a commitment to excellence and a focus on building long-term relationships, our team of experienced advisors works closely with you to understand your financial goals and help you navigate the complexities of wealth management. At Ameriprise Private Wealth Advisory Practice, we offer a comprehensive range of services including retirement planning, investment management, estate planning, and risk management. Our holistic approach ensures that all aspects of your financial life are aligned and optimized for success. We pride ourselves on delivering expert guidance, innovative strategies, and a high level of personalized service to help you achieve financial confidence and peace of mind.
Tuckahoe, New York 11968, United States -
Dime Community Bank ATM
● OpenWelcome to Dime Community Bank ATM in Southampton, NY Located at 116 New York 27A, Southampton, NY 11968, Dime Community Bank ATM is your trusted partner for all your banking and financial needs. With over 156 years of experience, we are committed to helping New Yorkers achieve their dreams, whether it's homeownership or running a successful business.
116 New York 27A, Southampton, New York 11968, United States -
Lighthouse Insurance - Riverhead
● ClosedWelcome to Lighthouse Insurance - Riverhead, your trusted local insurance agency dedicated to providing comprehensive and personalized insurance solutions. Conveniently located at 221 West Main Street, Riverhead, New York 11901, we take pride in serving the Riverhead community and surrounding areas with integrity and expertise. At Lighthouse Insurance - Riverhead, we understand that each client has unique needs and priorities. Our experienced team is committed to guiding you through the complex world of insurance, ensuring you find the right coverage to protect what matters most. Whether you're seeking auto, home, life, or business insurance, we offer a wide range of products from leading insurance providers to fit your specific requirements.
221 West Main Street, Riverhead, New York 11901, United States -
Cornerstone Insurance Services
● OpenWelcome to Cornerstone Insurance Services, your trusted partner in safeguarding what matters most. Conveniently located at 30 West Main Street in the heart of Flanders, New York, we are dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of our community. At Cornerstone Insurance Services, we understand that each client is different, which is why our experienced team takes the time to understand your individual requirements and offer personalized advice. Whether you're seeking coverage for your home, auto, business, or health, we are committed to delivering reliable and affordable insurance options. Our mission is to ensure peace of mind by protecting your assets and future with integrity and professionalism. Visit us today and discover why Cornerstone Insurance Services is the preferred choice for residents and businesses in Flanders and beyond. Let us help you build a secure future with our expert guidance and exceptional customer service.
30 West Main Street, Flanders, New York 11901, United States -
Dime Community Bank
● OpenWelcome to Dime Community Bank, located at 32 Jackson Avenue, Suite 2036, Hampton Bays, New York. With over 156 years of dedicated service, we have been a cornerstone in helping New Yorkers achieve their dreams of homeownership and empowering real estate professionals to efficiently manage their businesses. At Dime, we understand the unique needs of various professional sectors. Whether you're a physician managing a medical practice, an accounting firm or CPA looking for custom financial solutions, or a New York attorney seeking guidance on escrow accounts and treasury management, we are here to support your financial journey.
32 Jackson Avenue 2036, Hampton Bays, New York 11946, United States -
Better hand Insurance NY
● ClosedWelcome to Better Hand Insurance NY, your trusted insurance agency located in the heart of Southampton, New York. Conveniently situated at 266 County Road 38, we are committed to providing our community with comprehensive and personalized insurance solutions. Our team of experienced professionals is dedicated to helping you find the right coverage to protect what matters most to you, whether it's your home, vehicle, business, or health. At Better Hand Insurance NY, we understand that every client has unique needs. That's why we offer a wide range of insurance options tailored to fit your specific requirements. Our goal is to provide you with peace of mind through reliable and affordable insurance plans that safeguard your future.
266 County Road 38, Southampton, New York 11968, United States -
The Luss Group Inc
● ClosedWelcome to The Luss Group, Inc., your trusted partner for comprehensive insurance and financial services located at 45 Main Street, Southampton, New York. Serving the Hamptons and beyond, we specialize in financial planning and insurance solutions tailored to meet your unique needs. Led by Kevin A. Luss, CFP, ChFC, our team is committed to providing expert guidance and personalized strategies to help you achieve your financial goals. As a registered representative, Kevin offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, a member of SIPC.
45 Main Street, Southampton, New York 11968, United States -
ATM (Bethpage)
● OpenWelcome to ATM (Bethpage) located at 111 Main Street, Southampton, New York 11968. As a leading financial services provider, we are committed to helping you achieve your financial goals with a suite of products tailored to meet your needs. Whether you're looking to save, invest, or manage your finances, we offer competitive rates and expert guidance. Exclusive Offers: - 9-Month Certificate: Earn a remarkable 5.40% APY with a minimum balance of just $50. Enjoy the benefits of saving with high returns, though be mindful of early withdrawal penalties which may affect your earnings.
111 Main Street, Southampton, New York 11968, United States -
Comprehensive Policy Place
● ClosedWelcome to Comprehensive Policy Place, your trusted insurance agency located in the heart of Southampton, New York. Situated at 24 New York 27A, we proudly serve the residents and businesses of Southampton and the surrounding areas with a commitment to excellence and personalized service. At Comprehensive Policy Place, we understand that every client has unique needs, which is why we offer a wide range of insurance solutions tailored to protect what matters most to you. Our experienced team of insurance professionals is dedicated to providing you with comprehensive coverage options, including auto, home, life, health, and business insurance. We work with a variety of top-rated insurance carriers to ensure you receive the best possible protection at competitive rates. Whether you're seeking to safeguard your family's future, protect your assets, or secure your business, we are here to guide you every step of the way.
24 New York 27A, Southampton, New York 11968, United States -
Pellone Family Agency Corp.: Allstate Insurance
● ClosedWelcome to Pellone Family Agency Corp.: Allstate Insurance, your trusted insurance partner located in the heart of Hampton Bays, New York. Nestled at 17 West Montauk Highway, our agency is committed to serving the insurance needs of our community with dedication and expertise. As a proud representative of Allstate Insurance, we specialize in providing a wide range of insurance solutions tailored to protect what matters most to you—your family, home, vehicle, and more. At Pellone Family Agency, we understand that every individual and family has unique insurance needs. Our experienced team is here to guide you through the process, offering personalized advice and comprehensive coverage options that give you peace of mind. Whether you're looking for auto, home, life, or business insurance, we are dedicated to ensuring you receive the best protection at competitive rates.
17 West Montauk Highway, Hampton Bays, New York 11946, United States -
Chelsea Traub
● ClosedWelcome to Chelsea Traub, a premier financial services firm located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in New York City, we specialize in providing tailored wealth management solutions designed to meet the unique needs of our clients at every stage of their financial journey. Our commitment is to help you preserve and enhance your wealth through personalized services and strategies that simplify your life and expand your opportunities. Our dedication to excellence has earned us a spot on the Forbes Best-In-State Wealth Management Teams list for 2024. We are grateful to Forbes, our clients, and our colleagues for this recognition and look forward to another year of outstanding service.
223 West Montauk Highway, Hampton Bays, New York 11946, United States -
Covell / DiConza / Newman Group
● ClosedWelcome to Covell / DiConza / Newman Group, a premier financial advisory firm located in the heart of Hampton Bays, New York. Situated at 223 West Montauk Highway, we are proud to be one of the top RBC Wealth Management teams in New York City, recognized for our excellence in managing significant Assets Under Management. Our mission is to provide you with personalized wealth management solutions tailored to every stage of your life. We focus on preserving and enhancing your wealth through our expertise, strong relationships, and world-class capabilities. We are honored to be featured on the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to our commitment to serving you with distinction.
223 West Montauk Highway, Hampton Bays, New York 11946, United States -
C Scott Kelly Insurance
● ClosedWelcome to C Scott Kelly Insurance, your trusted partner in securing your future. Conveniently located at 543 Montauk Highway, East Quogue, New York, we are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. As a locally owned and operated insurance agency, we pride ourselves on offering personalized service and expert advice to help you navigate the complexities of insurance coverage. Whether you're seeking protection for your home, auto, business, or life, our experienced team is here to guide you every step of the way. We understand the importance of safeguarding what matters most to you, and we work diligently to ensure you have the right coverage at the best possible rates. At C Scott Kelly Insurance, we believe in building lasting relationships with our clients, founded on trust, integrity, and exceptional customer service.
543 Montauk Highway, East Quogue, New York 11942, United States -
TD Bank
● ClosedWelcome to TD Bank at 115 Montauk Highway, Westhampton Beach, NY 11978. As your local bank and financial partner, we offer a comprehensive range of services to meet all your banking needs. Our dedicated Relationship Managers and team of wealth professionals are here to provide expert advice on private banking, credit, investment, and financial planning. Whether you're looking to buy a home, build, renovate, or refinance, our local mortgage loan officers are ready to guide you through the mortgage process. Simply call to schedule a consultation and get prequalified.
115 Montauk Highway, Westhampton Beach, New York 11978, United States -
Tom Kain - Mortgage Loan Officer
● OpenWelcome to Tom Kain - Mortgage Loan Officer, your trusted partner in navigating the complex world of home financing. Conveniently located at 115 Montauk Highway in the heart of Westhampton Beach, New York, we are dedicated to serving the vibrant communities of the Hamptons and beyond with personalized mortgage solutions tailored to meet your unique needs. With years of experience in the finance industry, Tom Kain brings a wealth of knowledge and a commitment to excellence, ensuring a seamless mortgage experience from start to finish. Whether you're a first-time homebuyer, looking to refinance, or interested in investment properties, we offer a wide range of mortgage products to fit every financial situation.
115 Montauk Highway, Westhampton Beach, New York 11978, United States -
ATM (Bethpage)
● OpenWelcome to ATM (Bethpage) located at 311 Main Street, Center Moriches, New York 11934, where your financial needs are our top priority. As a trusted financial institution, we offer a range of services designed to help you manage and grow your wealth effectively. Exclusive Offers: - 9-Month Certificate: Earn a competitive 5.40% APY with a low minimum balance of $50. This is a great opportunity for those looking to maximize their savings over a short term. Please note that early withdrawal penalties may apply.
311 Main Street, Center Moriches, New York 11934, United States -
Central Service Bureau Inc
● ClosedWelcome to Central Service Bureau Inc, your trusted partner in financial services located in the heart of Massena, New York. Situated at 252 East Orvis Street, we are dedicated to providing exceptional financial solutions tailored to meet the unique needs of our clients. With years of experience in the finance industry, our team of experts is committed to delivering personalized service and strategic advice to help you achieve your financial goals. Whether you require assistance with accounting, tax preparation, financial planning, or business consulting, Central Service Bureau Inc is here to guide you every step of the way. Our client-centric approach ensures that we understand your individual needs and provide solutions that are both effective and efficient. Visit us today and discover how we can help secure your financial future. At Central Service Bureau Inc, your success is our priority.
252 East Orvis Street, Massena, New York 13662, United States -
OneGroup
● ClosedWelcome to OneGroup Insurance Agency, your trusted partner in risk management and insurance solutions. Conveniently located at 80 Main Street, Canton, New York, OneGroup is dedicated to serving the diverse needs of both businesses and individuals in our community. At OneGroup, we understand that every business is unique. That's why we offer immediate and direct access to our Business Services and Solutions team, tailored specifically to reduce risk. Whether you're looking to enhance safety operations, refine employment policies, or manage claims more effectively, our team of over 200 specialists is here to design a program that fits your business needs perfectly.
80 Main Street, Canton, New York 13617, United States -
Michele's Virtual Solutions
● ClosedWelcome to Michele's Virtual Solutions, your trusted partner in finance located in the heart of De Kalb Junction, New York. Situated at 3000 County Road 17, our business is dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. At Michele's Virtual Solutions, we understand the importance of financial stability and growth. Our experienced team offers a comprehensive range of services, including financial planning, bookkeeping, tax preparation, and business consulting. Whether you are an individual seeking personal financial guidance or a business looking to optimize your financial strategies, we are here to help you achieve your goals.
3000 County Road 17, De Kalb Junction, New York 13630, United States
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