TOP 30 Personalized finance services in setauket east setauket in New York, New York

25 results found

Branch Financial Services, Inc is a finance institution located at 21 Bennetts Road in Setauket- East Setauket, New York, United States. We offer a range of financial services including securities and advisory services through Cetera Advisor Networks LLC, a member of FINRA and SIPC. Additionally, we are a Registered Investment Advisor offering advisory services. Our team of licensed professionals can provide brokerage services, investment advisory services, or a combination of both. We are licensed to sell insurance products in multiple states and registered to sell securities in various states as well. Visit our website to watch interesting videos and learn more about our services.

JLW Accounting and Tax Services LLC is a professional accounting and finance institution located at 690 Route 25A in Setauket- East Setauket, New York, United States. We offer a wide range of services including tax preparation, bookkeeping, payroll, and financial planning for individuals and businesses. Our team of experienced professionals is dedicated to providing personalized and reliable financial solutions to help our clients achieve their goals. With a commitment to excellence and customer satisfaction, JLW Accounting and Tax Services LLC is your trusted partner for all your accounting and financial needs.

Faith Accounting & Consulting Services, LLC is a professional accounting and finance institution located at 248 Route 25A in Setauket- East Setauket, New York, United States. With a strong emphasis on trust and integrity, our team of experienced professionals provides a wide range of financial services including tax preparation, bookkeeping, financial consulting, and more. We are dedicated to helping individuals and businesses achieve their financial goals with personalized and reliable services. Trust Faith Accounting & Consulting Services, LLC for all your accounting and finance needs.

Welcome to Finance Manager, your trusted partner in financial planning and management, conveniently located at 45 Research Way, Setauket-East Setauket, New York. At Finance Manager, we are dedicated to helping individuals and businesses achieve their financial goals with confidence and clarity. Our experienced team of financial experts offers a comprehensive range of services, including personalized financial planning, investment strategies, tax preparation, and retirement planning. We pride ourselves on delivering tailored solutions that are designed to meet the unique needs of each client, ensuring a secure and prosperous financial future. Visit us today and discover how Finance Manager can guide you on your path to financial success.

Welcome to George F. Diffendale, Financial Professional - New York Life, your trusted partner in financial planning and insurance services. Conveniently located at 4 Technology Drive, Setauket-East Setauket, New York, we are committed to helping individuals and families achieve their financial goals and secure their future. With years of experience in the finance and insurance industry, George F. Diffendale offers personalized solutions tailored to meet your unique needs. Whether you're planning for retirement, seeking life insurance options, or looking to protect your assets, we provide expert guidance and comprehensive strategies to help you make informed decisions.

RVPII Consulting, Inc. is a finance institution located at 286 Main Street, Setauket- East Setauket, New York, United States. Specializing in family, business, and real estate financial consulting, RVPII Consulting is dedicated to helping clients achieve greater prosperity through comprehensive financial planning services. Our team of financial consultants work closely with clients to develop customized strategies and plans to strengthen their financial futures. We prioritize honesty and integrity, building personal relationships with clients based on transparency and accountability. For working families, we create personalized financial plans to help achieve short-term, long-term, and retirement goals. For business owners, we develop strategic plans to enhance financial foundations. And for real estate investors, we create and execute comprehensive strategies to guide them to success. Our expertise allows us to create strategic financial plans that align with our clients' best interests, helping them reach their financial goals.

Obsidian Financial Consultants Inc. is a leading financial institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York. With a team of experienced and knowledgeable financial experts, we offer a wide range of services including investment planning, retirement planning, tax planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you make the most of your finances.

Lippencott Financial Group is a leading finance institution located at 4 Technology Drive in Setauket- East Setauket, New York. With a strong reputation for providing top-notch financial services, Lippencott Financial Group offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through sound advice and strategic planning. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Lippencott Financial Group is committed to providing expert guidance and personalized service every step of the way.

Prudential Financial - Three Village is a finance institution located at 100-5 South Jersey Avenue in Setauket- East Setauket, New York, United States. This institution offers a wide range of financial services including investment management, retirement planning, insurance, and wealth management. With a focus on providing personalized financial solutions to individuals, families, and businesses, Prudential Financial - Three Village is committed to helping clients achieve their financial goals and secure their financial future. The experienced team of professionals at this institution is dedicated to providing expert advice and guidance to help clients make informed decisions about their finances.

Joseph Salehi is a reputable finance institution located at 300 Main Street in Setauket-East Setauket, New York. With a focus on providing top-notch financial services to individuals and businesses, Joseph Salehi is known for its expertise in investment management, financial planning, and wealth management. The institution prides itself on its personalized approach, tailored to meet the unique needs and goals of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Joseph Salehi is dedicated to helping you achieve your financial objectives.

Edward Jones - Financial Advisor: Kyle Piechucki is a reputable finance institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York, United States. Specializing in providing personalized financial advice and services, Kyle Piechucki is dedicated to helping clients achieve their financial goals and secure their future. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Kyle Piechucki is a trusted partner in navigating the complexities of the financial world.

Brian Knust - Ramsey Financial Coach is a renowned institution located in Setauket- East Setauket, New York, United States. Specializing in finance and health, this institution offers expert financial coaching services to help individuals achieve their financial goals and improve their overall financial well-being. With a focus on the principles taught by financial guru Dave Ramsey, Brian Knust provides personalized guidance and practical strategies to help clients take control of their finances, reduce debt, and build wealth for the future. Located at 248 Route 25A, this institution is dedicated to empowering individuals to make informed financial decisions and live a healthier financial life.

Evolve Bank & Trust Home Loan Center is a leading financial institution located at 175 Route 25A in Setauket-East Setauket, New York. Specializing in home loans, this institution offers a wide range of financial products and services to help individuals and families achieve their dream of homeownership. With a team of experienced professionals, Evolve Bank & Trust Home Loan Center provides personalized assistance and guidance throughout the loan application process. Whether you are a first-time homebuyer or looking to refinance your current mortgage, this institution is dedicated to helping you find the right financial solution for your needs. Trust Evolve Bank & Trust Home Loan Center for all your home financing needs.

Lori Raynoha CPA is a reputable accounting and finance institution located at 20 Watson Lane in Setauket- East Setauket, New York, United States. With years of experience and expertise in the field, Lori Raynoha CPA offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and bookkeeping. Their team of professional accountants is dedicated to providing personalized and high-quality financial solutions to meet the unique needs of each client. Whether you are looking for assistance with your personal finances or need help managing your business accounts, Lori Raynoha CPA is committed to helping you achieve your financial goals.

Welcome to the AT&T Store in East Setauket, New York! Conveniently located at 5030 Nesconset Highway, our store offers a wide range of products and services tailored to meet your communication needs. Whether you're looking for the latest smartphones, accessories, or prepaid plans, we have it all. Why Visit Us?

Welcome to SKY AUTO GROUP INC, your trusted automotive partner located in the heart of Setauket-East Setauket, New York. Conveniently situated at 190 North Belle Mead Avenue, we pride ourselves on delivering exceptional service and quality vehicles to our community and beyond. At SKY AUTO GROUP INC, we specialize in offering a diverse selection of high-quality pre-owned vehicles to suit every lifestyle and budget. Whether you’re in the market for a reliable sedan, a spacious SUV, or a rugged truck, our knowledgeable team is here to help you find the perfect match. Each vehicle in our inventory undergoes a thorough inspection to ensure it meets our high standards of safety and performance.

Welcome to Creative Remodeling, Inc. Located at 4 Wiltshire Court, Center Moriches, New York, Creative Remodeling, Inc. is your trusted partner for transforming your home into a space you love. As a leading general contractor and home goods store, we specialize in comprehensive remodeling services across Long Island, including Nassau and Suffolk Counties.

Welcome to Rehn George CPA, your trusted partner in accounting and finance. Conveniently located at 286 Main Street, Setauket-East Setauket, New York, we are dedicated to providing top-notch financial services to individuals and businesses in our community. With years of experience and a commitment to excellence, our team of certified professionals is here to help you navigate the complexities of financial management. At Rehn George CPA, we offer a comprehensive range of services tailored to meet your unique needs. Whether you require assistance with tax preparation, bookkeeping, financial planning, or business consulting, our experts are ready to provide personalized solutions that drive success. We pride ourselves on our attention to detail, integrity, and the ability to deliver results that exceed expectations.

Welcome to Ledger Group, your trusted partner in accounting and finance located at 18 Poet Lane, Setauket-East Setauket, New York. At Ledger Group, we are committed to providing personalized and professional financial services tailored to meet the unique needs of our clients. Our team of experienced accountants and financial experts is dedicated to helping individuals and businesses achieve their financial goals with precision and integrity. Whether you're looking for comprehensive bookkeeping, tax preparation, financial planning, or business consulting, Ledger Group offers a wide range of services designed to ensure your financial success. We pride ourselves on our attention to detail, timely service, and the ability to simplify complex financial matters, allowing you to focus on what truly matters.

Welcome to Chase Bank, your trusted partner in financial services, located at 1395 New York 25A, Setauket-East Setauket, New York 11733, United States. As a leading provider of banking, ATM, and financial solutions, we are committed to meeting the diverse needs of our community. At Chase Bank, we offer a wide range of services designed to help you manage your personal and business finances with ease. Our Business Banking division provides expert guidance from a dedicated team of professionals, specializing in cash flow improvement, credit solutions, and payroll management. We also offer business credit cards, online and mobile banking, and payment acceptance solutions tailored specifically for businesses.

Welcome to Citizens, your trusted financial partner located at 300 Main Street, Setauket-East Setauket, New York. As a leading provider in banking and financial services, we are committed to offering our customers a seamless and secure experience. Whether you're managing your personal finances or handling business transactions, our state-of-the-art ATM and comprehensive banking solutions are designed to meet your needs. At Citizens, we pride ourselves on delivering exceptional customer service and personalized financial advice. Our team of experienced professionals is here to assist you with everything from opening a new account to exploring investment opportunities. Conveniently situated in the heart of Setauket, we are easily accessible to residents and businesses in the community.

Welcome to The First National Bank of Long Island, your trusted partner in banking and finance, conveniently located at New York 25A, Setauket-East Setauket, New York 11733. We are committed to providing personalized financial solutions to meet your banking needs. Please note our special holiday hours: we will close early at 3:00 PM on Wednesday, July 3, and remain closed on Thursday, July 4, in celebration of the holiday. Despite our holiday closure, our Online, Mobile & Telephone Banking services remain available around the clock to ensure you can manage your finances anytime, anywhere.

Welcome to Gold Coast Bank, your trusted partner in financial services, conveniently located at 690 New York 25A, Setauket-East Setauket, New York. As a premier community bank, we are committed to providing exceptional banking solutions tailored to meet your personal and business financial needs. Our comprehensive range of services includes personal and business banking, loans, and investment opportunities, along with the convenience of our state-of-the-art ATMs for quick and easy transactions. At Gold Coast Bank, we pride ourselves on our personalized customer service, ensuring that every client receives the attention and expertise they deserve.

Welcome to the Bank of America Financial Center located at 15 Bennetts Road, Setauket-East Setauket, New York. As a leading provider in the banking and finance industry, we are committed to delivering exceptional financial services tailored to meet your unique needs. Whether you're looking to open a new account, apply for a loan, or seek investment advice, our team of experienced professionals is here to guide you every step of the way. Our state-of-the-art facility offers a wide range of services, including personal and business banking, wealth management, and financial planning. Visit us today and experience the convenience and expertise that Bank of America is renowned for. Your financial success is our priority.

Welcome to M&T Bank, your trusted financial partner located at 4032 Nesconset Highway in the heart of Setauket-East Setauket, New York. At M&T Bank, we are committed to providing exceptional banking services to meet the diverse needs of our community. Whether you're looking to open a personal account, explore mortgage options, or manage your business finances, our team of experienced professionals is here to assist you every step of the way. We pride ourselves on offering personalized solutions and a wide range of financial products tailored to help you achieve your financial goals. Visit us today to experience friendly service and expert guidance in a welcoming environment. M&T Bank—where your financial well-being comes first.