Personalized financial planning services in Stony Brook, New York
21 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- Germany
-
Edward Jones - Financial Advisor: Michael Christodoulou, ChFC®|AAMS™|CRPC™|CRPS™
● ClosedEdward 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.
97F Main St, Stony Brook, NY 11790, United States -
BizWorx Financial Inc
● ClosedBizWorx 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.
1352 Stony Brook Rd, Stony Brook, NY 11790, United States -
Compu Business & Tax Services Inc
● OpenCompu 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.
1365 Stony Brook Rd, Stony Brook, NY 11790, United States -
UpStart Business Solutions Inc - Affordable Bookkeeping and Accounting Services
● ClosedWelcome 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.
1352 Stony Brook Road, Stony Brook, New York 11790, United States -
Komich Capital Advisors
● ClosedKomich 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.
207 Hallock Rd Ste 1, Stony Brook, NY 11790, United States -
WILLIAM J FORE
● OpenWilliam 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.
21 Quaker Hill Rd, Stony Brook, NY 11790, United States -
Randy Pelosi - State Farm Insurance Agent
● ClosedRandy Pelosi - State Farm Insurance Agent is a trusted insurance agency located at 1239 North Country Road in Stony Brook, New York. As a State Farm agent, Randy Pelosi provides a wide range of insurance products and services to meet the needs of individuals, families, and businesses in the community. With a commitment to exceptional customer service and personalized insurance solutions, Randy Pelosi is dedicated to helping clients protect what matters most. Contact Randy Pelosi - State Farm Insurance Agent today for all of your insurance needs.
1239 N Country Rd Ste 1A, Stony Brook, NY 11790, United States -
Brian Ahern: Allstate Insurance
● ClosedBrian Ahern: Allstate Insurance is a reputable insurance agency located at 1212 N Country Rd in Stony Brook, New York. With a focus on providing top-notch insurance products and services, this institution is dedicated to helping individuals and families protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, the experienced team at Brian Ahern: Allstate Insurance is here to assist you every step of the way. Trustworthy, reliable, and customer-oriented, this agency is committed to ensuring that you have the coverage you need for peace of mind. Contact Brian Ahern: Allstate Insurance today to learn more about their comprehensive insurance solutions.
1212 N Country Rd Ste 2d, Stony Brook, NY 11790, United States -
Mill Creek Agency Inc
● ClosedMill Creek Agency Inc is a reputable insurance agency located at 129a Main Street in Stony Brook, New York. With a commitment to providing top-notch insurance solutions and excellent customer service, our agency aims to protect individuals and businesses from unexpected financial losses. Whether you are looking for auto, home, life, or business insurance, our experienced agents are here to help you find the right coverage at competitive rates. Visit us today to secure your peace of mind and safeguard your future.
129a Main St, Stony Brook, NY 11790, United States -
DESOUZA-AHERN AGENCY, INC
● ClosedLocated at 1212 North Country Road in Stony Brook, New York, the Desouza-Ahern Agency, Inc. is a trusted insurance agency offering a wide range of insurance products to meet all your needs. If you're unsure about how much life insurance you need for you and your family, they provide a free checklist to help you make the best decision. With a focus on providing hype-free advice on insurance, business, and Long Island life, the agency is dedicated to helping clients make informed decisions. Whether you're a first-time homebuyer or looking for car insurance quotes, the team at Desouza-Ahern Agency is available to provide expert guidance. Customers have praised Brian Ahern and his team for their helpfulness and recommend their services. Contact them at (631) 689-7770 for a quote and start protecting your future today.
1212 N Country Rd, Stony Brook, NY 11790, United States -
James Winter - State Farm Insurance Agent
● ClosedWelcome to James Winter - State Farm Insurance Agent located at 312 Lake Avenue in Saint James, New York. Serving Smithtown, Nesconset, Stony Brook, Nassau and Suffolk Counties, as well as the 5 boroughs and the entire State of New York, James Winter and his team offer exceptional service and free insurance quotes on all lines of business. With over 15 years of insurance experience, they specialize in auto, homeowners, renters/condo, life, and personal liability umbrella insurance. They also work closely with small business owners, providing free quotes on commercial auto, fire insurance, worker's compensation, business liability, and commercial liability umbrella insurance. In addition, they offer insurance options for motorcycles, antique cars, boats, RVs, ATVs, jet-skis, snowmobiles, and even pet insurance through a partnership with Trupanion.
312 Lake Ave, St James, NY 11780, United States -
Theodore Gabig
● OpenTheodore Gabig is a reputable doctor located at 1 Lauterbur Drive in Stony Brook, New York. Dr. Gabig specializes in providing comprehensive health services to patients in the area. With a focus on personalized care and innovative treatments, Theodore Gabig is dedicated to helping individuals achieve and maintain optimal health. Whether you are in need of a routine check-up or specialized medical treatment, Dr. Gabig and his team are committed to providing top-notch care in a comfortable and welcoming environment.
1 Lauterbur Dr, Stony Brook, NY 11794, United States -
Compass Asset Management Group
● ClosedCompass 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.
100 Stony Brook Ct, Newburgh, NY 12550, United States -
Eric S. Jacob, DDS
● ClosedEric 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.
70 Glen Cove Rd Suite 204, Roslyn Heights, NY 11577, United States -
Kristen Berry
● OpenWelcome 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.
400 West Main Street, Babylon, New York 11702, United States -
Laura Blasberg Law, PLLC
● OpenWelcome 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.
29 Woodfield Road, Stony Brook, New York 11790, United States -
James P King Associates
● OpenWelcome 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.
1239 North Country Road, Stony Brook, New York 11790, United States -
Zombek Ellen J CPA
● OpenWelcome 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.
3 Brookview Court, Stony Brook, New York 11790, United States -
Ferri & Co
● OpenWelcome 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.
234 Hallock Road, Stony Brook, New York 11790, United States -
Teachers Federal Credit Union
● ClosedWelcome 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.
1113 North Country Road, Stony Brook, New York 11790, United States -
Kyra Wrigley - State Farm Insurance Agent
● ClosedWelcome 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.
128 Main Street, Yaphank, New York 11980, United States
- Financial advisor
- Tax preparation services
- Tax advisor
- Tax consultant
- Home insurance companies
- Health insurance companies
- Life insurance companies
- Car insurance companies
- Oncologist
- Financial consulting
- personalized financial planning services in Babylon
- personalized financial planning services in Newburgh
- personalized financial planning services in Roslyn Heights
- personalized financial planning services in Saint James
- personalized financial planning services in Yaphank
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos