TOP 30 Private investment management in Bridgehampton, New York
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Beacon Pointe Advisors
● OpenWelcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.
2488 Montauk Highway, Bridgehampton, New York 11932, United States -
Dana Trotter - The Agency Hamptons
● OpenWelcome to Dana Trotter - The Agency Hamptons, your premier destination for luxury real estate in the Hamptons. Situated at 2462 Montauk Highway in the heart of Bridgehampton, New York, our agency is renowned for its unparalleled expertise and exceptional service in the high-end real estate market. With over 28 years of experience and over $1.5 billion in real estate transactions, Dana Trotter is a name synonymous with excellence and trust. Dana has consistently been recognized among the industry's elite, ranking in the Top 250 of REAL Trends 500 by Sales Volume and the Top 50 by the Wall Street Journal. As a testament to her outstanding performance and dedication, Dana has earned the prestigious Top 5% 2024 Agency Chairmans Award and is recognized among the Top 10 Brokers Nationwide.
2462 Montauk Highway, Bridgehampton, New York 11932, United States
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