TOP 30 Personal financial planning services in Miller Place, New York

First Standard Financial is a reputable finance institution located in Miller Place, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, First Standard Financial is a trusted partner for all your financial needs.

Howard S Cohen PC, CPA is a trusted institution offering top-notch tax preparation and accounting services in Miller Place, New York. With years of experience in the field of accounting and finance, Howard S Cohen PC, CPA provides expert guidance and support to individuals and businesses in managing their finances efficiently. Located on Route 25A, this institution is known for its professionalism, accuracy, and dedication to helping clients navigate the complex world of taxes and accounting. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Howard S Cohen PC, CPA is the go-to choice for all your accounting needs.

Kevin McGrane Tax Service is a trusted accounting and finance institution located at 465 Route 25A in Miller Place, New York. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Kevin McGrane Tax Service for all your financial needs.

Welcome to Bailey Place Insurance Located at 78 North Street in the heart of Dryden, New York, Bailey Place Insurance is your trusted, local insurance agency committed to serving the unique needs of our community. Independently owned and operated, we specialize in providing affordable and reliable insurance solutions across New York, with a strong focus on Cortland and Tompkins Counties.

Welcome to Bailey Place Insurance, your trusted local insurance agency located at 2 North Main Street, Cortland, New York. As an independently owned and locally operated business, we are dedicated to meeting the insurance needs of individuals, families, and businesses throughout Cortland and Tompkins Counties, as well as across New York State. At Bailey Place Insurance, we pride ourselves on offering personalized and affordable insurance solutions that are tailored to fit your unique needs. Whether you are looking for auto, homeowner, or business insurance, our experienced team is here to guide you every step of the way. We work closely with a wide range of reputable insurance companies to ensure you receive the best coverage options available.

Welcome to Bailey Place Insurance, your trusted partner for comprehensive insurance solutions in Syracuse, New York, and beyond. Conveniently located at 528 Plum Street, we are an independently owned and locally operated insurance agency dedicated to serving the unique needs of our community. With a strong focus on Cortland and Tompkins Counties, we proudly offer affordable and reliable insurance options across New York State. At Bailey Place Insurance, we understand that every client is unique. Our experienced team works diligently to tailor personalized insurance coverage that fits your specific needs and budget. Whether you're seeking auto, homeowner, or business insurance, we have the expertise to guide you in making informed decisions.

Welcome to All Financial Services Inc., your trusted partner in financial management and planning located at 85 Echo Avenue, Miller Place, New York 11764. We are committed to providing personalized financial solutions tailored to meet the unique needs of individuals, families, and businesses in our community. Our experienced team offers a comprehensive range of services including tax preparation, retirement planning, investment advisory, and estate planning. At All Financial Services Inc., we pride ourselves on our customer-centric approach, ensuring that every client receives the attention and expertise they deserve. Visit us today to discover how we can help you achieve your financial goals with confidence and peace of mind.

Welcome to EPHC Economic Planning Health Corporation, your trusted partner in health and insurance solutions located in the heart of Miller Place, New York. Situated at 159 New York 25A, our agency is committed to providing personalized and comprehensive health insurance services to meet the unique needs of our community. At EPHC, we understand that navigating the world of health insurance can be overwhelming. That's why our team of experienced professionals is dedicated to guiding you through the process with clarity and care. We offer a wide range of insurance plans tailored to fit various lifestyles and budgets, ensuring that you and your loved ones are protected.

H&R Block is a trusted accounting and finance institution located at 465 Route 25A in Miller Place, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and reliable solutions. Visit their office in Miller Place today to learn more about how they can help you achieve your financial goals.

John Ray & Associates is a reputable law firm located at 122 North Country Road in Miller Place, New York. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized attention to each client. Whether you are in need of assistance with personal injury claims, family law matters, or real estate transactions, our firm is here to help. Trust John Ray & Associates to handle your legal needs with professionalism and expertise.

John Sheren: Allstate Insurance is a trusted insurance agency located at 691 Route 25A in Miller Place, New York. With a commitment to providing exceptional customer service and personalized insurance solutions, they offer a wide range of insurance products including auto, home, life, and business insurance. Their team of experienced agents are dedicated to helping clients find the right coverage to protect what matters most to them. Whether you're looking for basic coverage or more comprehensive insurance options, John Sheren: Allstate Insurance is here to help. Contact them today to learn more about how they can assist you with your insurance needs.

GMG Brokerage Corp. is a reputable health insurance agency located at 4 Field Lane in Miller Place, New York. Our dedicated team of professionals is committed to helping individuals and families find the best insurance coverage to meet their healthcare needs. With a focus on personalized service and comprehensive options, we strive to make the insurance process easy and stress-free for our clients. Contact us today to learn more about how GMG Brokerage Corp. can help you secure the healthcare coverage you need.

Laura San Nicolas - State Farm Insurance Agent is a trusted insurance agency located at 745 Route 25A, Miller Place, New York, United States. Our team goes above and beyond to provide more than just car and home insurance. We are here to help you navigate life's biggest milestones and challenges, whether it's protecting your belongings, planning for future events, or managing your finances. Located in the same shopping center as Ralph's Ices on 25A, we are conveniently accessible to our clients. Our dedicated team is committed to helping you achieve your lifetime goals and dreams. From buying your first home to planning for retirement, we are here to support you every step of the way. As proud residents of the North Shore, we love serving our neighbors in Long Island and helping them protect what matters most.

First Insure Group USA is a reputable insurance agency located at 159 Route 25A in Miller Place, New York. With a commitment to providing top-notch insurance solutions to individuals and businesses, we offer a wide range of insurance products tailored to meet our clients' specific needs. Our team of experienced agents is dedicated to helping customers find the right coverage at the best rates. Whether you are looking for auto, home, life, or business insurance, First Insure Group USA is here to assist you every step of the way. Contact us today for a personalized insurance quote and let us help you protect what matters most.

Suffolk Credit Union is a trusted financial institution located at 691 Route 25A in Miller Place, New York, United States. As a full-service credit union, we offer a range of banking and financial services to our members, including ATMs for convenient access to funds. Our dedicated team is committed to providing personalized service and helping our members achieve their financial goals. Join us today and experience the benefits of being a part of the Suffolk Credit Union community.

Melissa A Daley Insurance Agency is a reputable insurance agency located at 85 Echo Avenue in Miller Place, New York. Specializing in providing personalized insurance solutions to individuals and businesses, we offer a wide range of coverage options to meet our clients' needs. With a commitment to excellent customer service and a team of experienced professionals, we strive to ensure that our clients are well-protected and have peace of mind. Contact us today to learn more about how we can assist you with your insurance needs.

Welcome to Midas in Riverhead, NY, your trusted destination for comprehensive car repair and maintenance services. Conveniently located at 888 Old Country Road, we are a family-owned business committed to delivering high-quality auto services at fair prices, backed by the renowned Midas Golden Guarantee™. Our expert technicians are here to assist with all your vehicle needs, from routine oil changes and tire installations to complex brake repairs and exhaust system diagnostics. We offer a vast selection of top-brand tires, including Michelin, BFGoodrich, and Firestone, ensuring the best fit and performance for your car, SUV, truck, or electric vehicle.

Welcome to Ceschini CPA PC, your trusted partner in accounting and finance, located at 54 North Country Road, Miller Place, New York. Specializing in the unique needs of construction businesses, we offer tailored financial solutions that help you capitalize on opportunities often overlooked by general practice accounting firms. Our nuanced expertise ensures that you not only meet industry-specific challenges but also enhance your bottom line. At Ceschini CPA PC, we stay ahead of industry trends and regulatory changes, such as the recent Noncompete Ban Blocked, providing insightful implications for construction businesses. Our commitment to excellence has earned us recognition, including being featured in the Construction Executive 2024 Top 50 Construction Accounting Firms. Led by Michael Ceschini, our team offers executive insights that empower your business to thrive in the competitive construction landscape.

Welcome to Ceschini CPAs, your trusted partner for comprehensive accounting and financial services located at 54 North Country Road, Miller Place, New York. With a commitment to excellence and personalized service, we specialize in helping individuals and businesses achieve their financial goals. Our team of experienced Certified Public Accountants offers a wide range of services, including tax preparation and planning, bookkeeping, auditing, and financial consulting. At Ceschini CPAs, we pride ourselves on our attention to detail, integrity, and dedication to client success. Whether you're a small business owner seeking strategic advice or an individual looking for expert tax solutions, we are here to provide reliable and professional support tailored to your unique needs. Visit us today and experience the difference of working with a knowledgeable and friendly team that truly cares about your financial well-being.

Welcome to John Hunt CPA, your trusted partner in accounting and finance located at 10 Parviz Court, Miller Place, New York. At John Hunt CPA, we are dedicated to providing personalized and professional financial services to individuals and businesses in the community. With years of experience in the industry, our team is committed to helping you navigate the complexities of accounting, tax preparation, and financial planning. Whether you need assistance with bookkeeping, tax compliance, or strategic financial advice, we tailor our services to meet your unique needs and goals. At John Hunt CPA, we pride ourselves on building lasting relationships with our clients through transparency, integrity, and exceptional service. Visit us today and discover how we can help you achieve financial peace of mind.

Welcome to Quinn William F, your trusted partner in accounting and finance solutions, located conveniently at 565 New York 25A, Miller Place, New York. Our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of individuals and businesses in the community. With a commitment to accuracy, integrity, and personalized service, we offer a comprehensive range of accounting and financial management services designed to help you achieve your financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, our experienced team is here to provide expert guidance and support. Visit us today to discover how Quinn William F can help streamline your financial processes and enhance your financial well-being.

Welcome to Vincent Richardson Associates, your trusted partner in financial and business consulting located in the heart of Miller Place, New York. Situated at 856 New York 25A, our firm is dedicated to providing expert guidance and strategic solutions tailored to meet the unique needs of each client. With a team of experienced professionals, we specialize in a range of services including financial planning, tax advisory, and business development strategies. At Vincent Richardson Associates, we pride ourselves on building lasting relationships with our clients, ensuring personalized service and attention to detail. Whether you're an individual seeking financial advice or a business looking to grow, our commitment to excellence and integrity ensures that you receive the highest quality of service. Visit us today and discover how we can help you achieve your financial and business goals.

Welcome to M&T Bank ATM in Miller Place, New York! Conveniently located at 301 Route 25A, our branch is ready to serve all your financial needs. Our ATMs are available 24/7, providing you with easy and secure access to your funds anytime you need it. At M&T Bank, we prioritize your financial well-being. Whether you're looking to open a checking or savings account, apply for a mortgage, or explore credit card options, our dedicated personal bankers are here to guide you every step of the way. We offer personalized advice to help you find the best terms and rates tailored to your unique needs.

Welcome to the M&T Bank ATM located at 370 New York 25A, Miller Place, New York 11764. Situated conveniently at Speedway 7640, our ATM is accessible 24 hours a day, 7 days a week, providing you with the flexibility to manage your finances at any time. M&T Bank is committed to delivering comprehensive financial services, including banking, insurance, investments, mortgage, and commercial financial solutions. With an extensive network of 980 branches and 2,100 ATMs, along with a robust suite of online and mobile services, M&T Bank is dedicated to meeting your financial needs. Recognized by the Coalition Greenwich 2022 Commercial Banking Program and noted for its performance in the SBA’s 7(a) lending program, M&T Bank stands as a trusted partner for both personal and business financial services. Please note that Visa® is a registered trademark of Visa International Service Association, and all other service marks and trade names mentioned are the property of their respective owners. Plan your visit today and experience the convenience and reliability of M&T Bank.

Welcome to North Fork Asset Management, Inc., your trusted partner in financial growth and security, located in the heart of Miller Place, New York. At North Fork Asset Management, we specialize in providing personalized financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping you achieve your financial goals through strategic investment management, retirement planning, and wealth preservation. With a deep understanding of the ever-changing financial markets, we offer comprehensive services that include portfolio management, financial planning, and risk assessment. Our commitment to excellence and integrity ensures that you receive the highest level of service and advice, empowering you to make informed decisions about your financial future.

Welcome to M&T Bank in Miller Place, located conveniently at 301 Route 25A, Miller Place, New York. As a trusted financial institution, we are committed to providing personalized banking solutions to meet all your financial needs. Our Miller Place branch offers a full range of services, including checking and savings accounts, mortgages, home equity lines of credit, auto loans, and credit card options. Our dedicated personal bankers are here to guide you through every step, ensuring you find the terms and rates that best suit your requirements. In addition to personal banking, M&T Bank is proud to support local businesses with specialized commercial and small business solutions. Whether you're launching a new venture or expanding an existing business, our Business Banking Specialists are ready to assist you with tailored products and services designed to help your business thrive.

Welcome to Sound Risk Management Corp., your trusted partner in navigating the complex world of insurance. Located at 428 New York 25A, Miller Place, New York 11764, we specialize in providing comprehensive insurance solutions tailored to protect your most valuable assets. Our team of dedicated professionals becomes an integral part of your team, offering expert advice and customized insurance plans that ensure peace of mind. Our extensive range of services includes General Liability, Commercial Property, Workers Compensation, Umbrella/Excess, Commercial Auto, Contractors Liability, Employment Practices, Directors and Officers, Cyber Liability, Builders Risk, Bonds, and more. Whether you're a General Contractor, Sub-Contractor, Home Remodeler, Tradesman, or a property owner, we help you manage the significant liabilities and financial risks associated with your industry, particularly in the challenging New York construction market.

Welcome to Matthew C. Daley Insurance Agency, your trusted partner for comprehensive insurance solutions in Suffolk County, NY. Conveniently located at 85 Echo Avenue, Miller Place, New York, we specialize in providing tailored insurance policies to meet both your personal and business needs. With a particular expertise in Agriculture insurance, we understand the unique challenges faced by our clients in this sector and offer specialized products to protect your livelihood. Our dedicated team is committed to delivering personalized service and customized insurance plans to ensure peace of mind for every policyholder. Discover how we can help safeguard what matters most to you. Visit us today and let us find the perfect insurance solution for you.

Welcome to PTSA Inc., your trusted insurance agency located in the heart of Miller Place, New York. Conveniently situated at 9 Woodland Road, our team is dedicated to providing personalized insurance solutions tailored to meet your individual needs. At PTSA Inc., we understand that life is unpredictable, and that's why we offer a comprehensive range of insurance products, including home, auto, life, and business insurance, to ensure you and your assets are protected. Our experienced professionals are committed to delivering exceptional service and expert guidance, helping you make informed decisions with confidence. Whether you're looking to safeguard your family's future or secure your business operations, PTSA Inc. is here to support you every step of the way. Trust us to be your reliable partner in navigating the complexities of insurance with ease and peace of mind. Visit us today or contact our friendly team to discover how we can help protect what matters most to you.