TOP 30 Personalized financial solutions in Stony Brook, New York

24 results found

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.

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.

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.

Randy 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.

Brian 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.

Mill 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.

Located 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.

Theodore 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.

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.

The Captiva Group is a finance institution located at 500 Stony Brook Court in Newburgh, New York, United States. They offer a flexible and customizable planning approach to help investors thrive and succeed. The institution provides insights from Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments. Please note that by visiting their website, you will be leaving the Wells Fargo Advisors website and entering a privately owned site that is not affiliated with Wells Fargo Advisors or its companies. It is recommended to review the third-party's policies and terms and conditions before proceeding.

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.

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 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 Isoldi Bookkeeping Services, your trusted partner in accounting and finance solutions. Conveniently located at 2168 Nesconset Highway, Stony Brook, New York, our firm is dedicated to providing personalized and professional bookkeeping services to individuals and businesses in the local community. At Isoldi Bookkeeping Services, we understand that managing finances can be overwhelming and time-consuming. Our team of experienced accountants is here to alleviate that burden, offering a range of services tailored to meet your unique needs. From accurate bookkeeping and payroll processing to tax preparation and financial consulting, we ensure that your financial records are meticulously maintained and compliant with current regulations.

Welcome to Island Federal Credit Union, your trusted partner for financial services conveniently located at 101 Nicolls Road, Stony Brook, New York 11794. As a member-focused financial institution, we are committed to providing exceptional service and a wide range of financial solutions to meet your needs. Whether you're looking to manage your finances, save for the future, or access funds through our ATMs, Island Federal Credit Union is here to help. Our team of dedicated professionals is ready to assist you with personalized advice and innovative products tailored to your financial goals. Visit us today and experience the difference of community-centered banking at Island Federal Credit Union.

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 Glennon Insurance, your trusted insurance agency located in the heart of Stony Brook, New York. Situated at 1212 New York 25A, our dedicated team is committed to providing comprehensive insurance solutions tailored to meet your unique needs. With years of industry experience, we specialize in offering a wide range of insurance products, including auto, home, life, and business insurance. Our mission is to ensure that you receive personalized service and expert advice to safeguard your assets and secure your future. At Glennon Insurance, we pride ourselves on our attention to detail and our ability to build lasting relationships with our clients. Visit us today to discover how we can help protect what matters most to you.

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.