TOP 10 Personal financial planning goals in Stony Brook, New York

Edward Jones - Financial Advisor: Michael Christodoulou, ChFC®|AAMS™|CRPC™|CRPS™ is a reputable finance institution located at 97F Main Street in Stony Brook, New York, United States. Michael Christodoulou, a highly qualified and experienced financial advisor, offers a range of services to help clients achieve their financial goals. With certifications including ChFC®, AAMS™, CRPC™, and CRPS™, clients can trust in his expertise and professionalism. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Michael Christodoulou and Edward Jones are dedicated to providing personalized financial solutions tailored to your individual needs.

BizWorx Financial Inc is a leading accounting and finance institution located at 1352 Stony Brook Road in Stony Brook, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, budgeting, and consulting. We are committed to helping our clients achieve their financial goals and make informed decisions. Visit us today to see how we can help you manage your finances effectively.

Komich Capital Advisors is a finance institution located at 207 Hallock Road in Stony Brook, New York, United States. Specializing in helping families, businesses, and individuals grow and preserve wealth through custom investment strategies, Komich Capital Advisors takes the time to understand each client's financial goals and create a personalized roadmap to guide them on their financial journey. With a focus on avoiding taxes, protecting against unexpected events, and preparing for the future, Komich Capital Advisors offers independent financial advice to help clients maximize the impact of their savings on their families, community, and future quality of life. Contact us today to take the first step towards growing and protecting your wealth.

William J Fore is a reputable institution specializing in accounting and finance services. Located at 21 Quaker Hill Road in Stony Brook, New York, United States, this institution offers expert financial advice and solutions to individuals and businesses. With a team of experienced professionals, William J Fore is dedicated to helping clients manage their finances effectively and achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, William J Fore is here to provide personalized and reliable services. Trust in William J Fore for all your accounting and finance needs.

Compass Asset Management Group is a leading finance institution located at 100 Stony Brook Court in Newburgh, New York, United States. With a team of experienced financial professionals, Compass Asset Management Group offers a wide range of investment and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, Compass Asset Management Group can provide personalized solutions to meet your needs. Trust in Compass Asset Management Group to guide you towards a secure financial future.

Eric S. Jacob, DDS is a premier dental institution located in Roslyn Heights, New York. With a second location in Long Beach, NY, our experienced and professional team is dedicated to providing expert care in a compassionate and skilled manner. Our mission is to deliver outstanding treatment outcomes using the latest state-of-the-art equipment and cutting-edge technology, while upholding strict sterilization techniques. We understand that visiting the dentist can cause anxiety for many individuals, which is why we strive to make your experience as pain and anxiety-free as possible. Our comprehensive range of dental services aims to help patients maintain optimal oral health and achieve their smile goals. Whether you need a dental checkup, cosmetic smile makeover, tooth replacement, or emergency care, you can trust that you are in good hands at our office.

Compu Business & Tax Services Inc is a reputable accounting and finance institution located at 1365 Stony Brook Road in Stony Brook, New York, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, bookkeeping, and business consulting. Our goal is to provide personalized and efficient solutions to help our clients achieve their financial goals. Trust Compu Business & Tax Services Inc for all your accounting and finance needs.

M S Tax Services is a reputable accounting and finance institution located at 20 Perigee Drive in Stony Brook, New York, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our services include tax preparation, planning, consulting, and compliance to ensure our clients meet their financial goals and obligations. Trust M S Tax Services for all your accounting and finance needs.

Welcome to Kristen Berry Physical Therapy, where your path to recovery and optimal health begins. Conveniently located at 400 West Main Street, Babylon, New York, our practice is dedicated to providing exceptional care in the field of health and physiotherapy. With a team of highly qualified and passionate therapists, we specialize in outpatient orthopedics and sports medicine, offering personalized treatment plans to help restore your mobility and improve your quality of life. Our lead therapist, Dr. Kristen Berry, is a seasoned professional with a Doctorate of Physical Therapy from Stony Brook University. With over 13 years of experience in outpatient orthopedics and extensive expertise in pediatrics, Kristen is committed to delivering top-notch care through continuous education and advanced techniques, such as Kinesiotaping and the Graston Technique.

Welcome to Josephs Law Partners, LLP, your trusted legal advisors located in the heart of Stony Brook, New York. Situated at 1099 New York 25A, our firm is dedicated to providing exceptional legal services tailored to meet the diverse needs of our community. As a leading law practice, we specialize in a wide range of legal areas, ensuring that our clients receive comprehensive and personalized solutions. At Josephs Law Partners, LLP, we pride ourselves on our commitment to excellence and integrity. Our team of experienced attorneys is passionate about advocating for your rights and navigating the complexities of the legal system with professionalism and expertise. Whether you require assistance with family law, real estate transactions, estate planning, or business litigation, we are here to guide you every step of the way.

Welcome to Laura Blasberg Law, PLLC Located in the heart of Stony Brook, New York, Laura Blasberg Law, PLLC offers expert legal and financial services tailored to meet your unique needs. Situated at 29 Woodfield Road, our firm is dedicated to providing comprehensive solutions in the realms of accounting, finance, and law.

Welcome to James P King Associates, your trusted partner in accounting and finance solutions. Conveniently located at 1239 North Country Road, Stony Brook, New York, we are proud to serve our community with a commitment to excellence and personalized service. Our team of experienced professionals offers a comprehensive range of services tailored to meet the unique needs of both individuals and businesses. Whether you need assistance with tax preparation, financial planning, bookkeeping, or business consulting, we are here to provide expert guidance and support. At James P King Associates, we prioritize your financial well-being and strive to help you achieve your goals with integrity and precision. Visit us today to discover how we can help you navigate the complexities of the financial world with confidence.

Welcome to UpStart Business Solutions Inc., your trusted partner for affordable bookkeeping and accounting services. Located at 1352 Stony Brook Road in the heart of Stony Brook, New York, we are dedicated to helping businesses of all sizes manage their finances with ease and precision. Our team of experienced professionals offers a comprehensive range of services tailored to meet your unique needs, ensuring your financial records are accurate, up-to-date, and compliant with the latest regulations. At UpStart Business Solutions Inc., we understand the challenges that come with running a business, and we are here to alleviate the burden of financial management. Whether you need assistance with day-to-day bookkeeping, tax preparation, payroll services, or financial planning, we provide reliable and personalized solutions to help your business thrive. Our commitment to affordability means you can access top-notch accounting services without breaking the bank.

Welcome to Zombek Ellen J CPA, your trusted partner in accounting and finance located in the heart of Stony Brook, New York. Situated at 3 Brookview Court, our firm is dedicated to providing personalized and professional financial services to individuals and businesses alike. With years of experience and a commitment to excellence, Ellen J. Zombek, CPA, offers a comprehensive range of services including tax preparation, bookkeeping, financial planning, and business consulting. Our goal is to help you achieve financial clarity and success by offering tailored solutions that meet your unique needs. At Zombek Ellen J CPA, we pride ourselves on our attention to detail, integrity, and client-focused approach. Visit us today and let us guide you on your financial journey with expertise and care.

Welcome to Ferri & Co, your trusted partner in accounting and finance solutions, conveniently located at 234 Hallock Road, Stony Brook, New York. With a commitment to excellence and a personalized approach, Ferri & Co specializes in providing comprehensive financial services tailored to meet the unique needs of individuals and businesses in our community. Our team of experienced professionals is dedicated to helping you navigate the complexities of accounting and finance with ease and confidence. Whether you're looking for tax planning, bookkeeping, or financial consulting, Ferri & Co is here to support your financial success. Visit us today and discover how we can help you achieve your financial goals with precision and integrity.

Welcome to Webster Bank, your trusted financial partner located conveniently at New York 25A, Stony Brook, New York 11790. As a leading banking institution, we are committed to providing our community with exceptional financial services tailored to meet your unique needs. Whether you're looking to open a personal account, secure a loan, or manage your investments, our team of experienced professionals is here to guide you every step of the way. At Webster Bank, we pride ourselves on our personalized approach, ensuring that every client receives the attention and support they deserve. Visit us today and discover how we can help you achieve your financial goals with confidence and ease.

Welcome to Teachers Federal Credit Union, located at 1113 North Country Road, Stony Brook, New York. As a trusted financial institution, we are dedicated to helping you achieve your financial goals with some of the industry’s best savings solutions. Our Smart Checking account allows you to earn 16 times the national average, ensuring your money works harder for you. At Teachers, we offer competitive credit card rates designed with your needs in mind. Whether you're purchasing a new home or tapping into your equity, we provide tailored financial solutions to meet your requirements. Our commitment to the community is unwavering, as we actively share our time and resources with non-profit organizations that support education, research, health and human services, and economic development. We take pride in making a positive impact through charitable giving, partnerships, and scholarships.

Welcome to Nationwide Insurance: Barson Associates Inc., your trusted partner in comprehensive insurance solutions located at 207 Hallock Road, Stony Brook, New York 11790. As a dedicated insurance agency, we are proud to offer a wide range of insurance products tailored to meet your unique needs, ensuring peace of mind and financial security for you, your family, and your business. Our experienced team specializes in Auto, Commercial, Farm, Financial, Home, Powersports, and Human Services insurance. Whether you're looking to protect your vehicle with a reliable auto insurance policy, secure your home and belongings, or cover your business with commercial insurance, Barson Associates Inc. is here to guide you every step of the way.

Welcome to Kyra Wrigley - State Farm Insurance Agent, your trusted partner in safeguarding what matters most to you. Conveniently located at 128 Main Street in Yaphank, NY, we proudly serve not only our local community but also the surrounding areas including Coram, Middle Island, Medford, and across Suffolk and Nassau Counties. At Kyra Wrigley State Farm, we understand that insurance isn't just about policies—it's about people. As a third-generation State Farm agent and a dedicated volunteer firefighter/EMT, I'm passionate about helping families protect their assets and plan for their futures with a personalized, holistic approach. With over a decade of experience, my team and I are committed to providing you with the insights and options you need to make informed decisions.

Welcome to Dianne Melendez Associate Real Estate Broker Located at 1239 North Country Road in the charming community of Stony Brook, New York, Dianne Melendez Associate Real Estate Broker is your trusted partner for all your real estate needs. With a comprehensive range of services, we specialize in transforming your real estate dreams into reality.