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TOP 30 Professional advisory in Port Jefferson, NY
22 results found
Search for local businesses, places and services near you
Soloway Advisory - Tax Preparation Service
Soloway Advisory is a professional tax preparation service located at 4667 Nesconset Highway in Port Jefferson Station, New York. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Whether you need assistance with filing your personal taxes or require comprehensive financial planning for your company, Soloway Advisory is here to provide reliable and efficient services. With a commitment to excellence and personalized attention, we strive to ensure our clients maximize their tax savings and achieve their financial goals. Contact us today to schedule a consultation and experience the difference our expertise can make for your financial future.
Lynnette Acevedo
Lynnette Acevedo is a reputable institution located at 8 Medical Drive in Port Jefferson Station, New York, United States. Specializing in pediatric dentistry, Dr. Lynnette Acevedo brings over ten years of experience to her practice. Originally from Puerto Rico, Dr. Acevedo completed her Bachelor of Science in Biology before obtaining her Doctorate of Medical Dentistry at the University of Puerto Rico. She furthered her education by completing a general practice residency at SUNY Buffalo and pediatric specialty training back at the University of Puerto Rico. Dr. Acevedo is known for her passion for helping children in need, both locally and internationally. She has participated in charity work in countries such as El Salvador, Cuba, Puerto Rico, and India. In her free time, Dr. Acevedo enjoys spending time with her two daughters and their dog. If you are looking for a caring and experienced pediatric dentist in Long Island, Lynnette Acevedo is the place to go.
Fortitude Investment Group
Fortitude Investment Group is a finance institution located at 417 East Main Street, Port Jefferson, New York, United States. They believe in helping clients achieve their personal, professional, and financial goals by providing comprehensive financial planning services. Their team is committed to earning client relationships every day by investing time and expertise selflessly. They offer services in financial planning to address every phase of a client's financial life. Potential clients are invited to spend an hour discussing their financial goals with an investment professional. The institution values transparency and encourages clients to check the background of their investment professionals on FINRA's BrokerCheck. They provide educational information on investments, but advise clients to consult with a professional regarding their individual circumstances. Securities are offered through Concorde Investment Services, LLC, and advisory services through Concorde Asset Management, LLC. Fortitude Investment Group is independent of CIS, CAM, and CIA. Investors are advised to carefully consider the risks and charges of variable annuities before investing. The institution emphasizes that investment returns and principal value are not guaranteed, and product guarantees are based on the claims-paying ability of the issuing company.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a renowned finance institution located at 414 Main Street in Port Jefferson, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are planning for retirement, investing for the future, or managing your wealth, our advisors are here to provide tailored solutions to meet your individual needs. Trust in Morgan Stanley Financial Advisors for comprehensive financial planning and investment services that put your financial well-being first.
Heritage Harbor Financial Associates
Heritage Harbor Financial Associates is a reputable finance and insurance agency located at 106 Crystal Brook Hollow Road in Port Jefferson Station, New York, United States. With a team of experienced professionals, they provide a wide range of financial services and insurance solutions to meet the needs of their clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Heritage Harbor Financial Associates is dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can assist you in securing your financial future.
Munistat Services, Inc.
Munistat Services, Inc. is a finance institution located at 12 Roosevelt Avenue in Port Jefferson Station, New York, United States. Specializing in municipal finance, Munistat Services, Inc. offers a wide range of financial services to help local governments and organizations navigate the complex world of public finance. With a team of experienced professionals, Munistat Services, Inc. is dedicated to providing high-quality financial solutions tailored to meet the unique needs of each client. Whether you are looking for assistance with bond issuance, budgeting, or financial planning, Munistat Services, Inc. is here to help.
Merrill Edge Financial Solutions
Merrill Edge Financial Solutions is a finance institution located at 911 New York 112, Port Jefferson Station, New York, United States. At Merrill, they have a team of dedicated professionals, advanced tools, and personalized advice to help you achieve your financial goals. Whether you are planning for your future or investing for the first time, a Merrill Advisor can assist you in creating a customized plan that works best for you. You can search for an advisor's name or the parent company, Merrill Lynch, for more information. Please note that you are leaving Merrill Edge and being redirected to FINRA's BrokerCheck for additional information. Investing in securities involves risks and potential losses, so it is important to carefully consider your options. Merrill offers a wide range of services including brokerage, investment advisory, and financial planning. Banking products are provided by Bank of America, N.A. and affiliated banks. For more details, you can review the Client Relationship Summary provided by Merrill.
The Anglim Group - Morgan Stanley
The Anglim Group at Morgan Stanley is a premier financial institution located at 414 Main Street in Port Jefferson, New York. Our team of experienced professionals provides a wide range of financial services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, we offer personalized solutions to meet our clients' needs. With a strong commitment to integrity and excellence, The Anglim Group at Morgan Stanley is dedicated to helping our clients navigate the complexities of the financial world with confidence and peace of mind.
Ruggiero Investments
Ruggiero Investments is a finance institution located at 407 East Main Street in Port Jefferson, New York, United States. As a fiduciary, we provide strategic portfolio management services with a focus on exceeding our client's expectations. Our mission is to help clients achieve their investment goals through personalized financial planning. We offer a Five Star quality service that is authentic, honest, and tailored to each client's unique goals. Our team of financial advisors is dedicated to maximizing cash flow and lifestyle for our clients. With a focus on family, control, future-proofing, and generational wealth, we strive to safeguard our client's financial futures. Visit us today to start discussing your investment goals and working towards achieving them together.
Wells Fargo Advisors
Wells Fargo Advisors is a prominent financial institution located at 70 North Country Road in, Port Jefferson, New York, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Wells Fargo Advisors is there to provide expert guidance and personalized solutions.
Cody Tarver - TD Wealth Financial Advisor
Cody Tarver - TD Wealth Financial Advisor is a trusted financial institution located at 474 Portion Road in Lake Ronkonkoma, New York, United States. As a dedicated financial advisor with TD Wealth, Cody Tarver offers personalized financial planning services to help clients achieve their financial goals. With expertise in wealth management, investment strategies, retirement planning, and more, Cody Tarver provides comprehensive financial solutions tailored to each client's unique needs. Visit Cody Tarver - TD Wealth Financial Advisor today to start planning for a secure financial future.
Covati & Janhsen
Covati & Janhsen is a reputable accounting and finance institution located at 12 Walnut Street in the charming town of Port Jefferson, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or business consulting, Covati & Janhsen is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Visit their office today to learn more about how they can assist you with your accounting and finance needs.
Jones, Little & Co., CPA's, LLP
Jones, Little & Co., CPA's, LLP is a reputable accounting and finance institution located at 5225 Nesconset Highway in Port Jefferson Station, New York, United States. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust in their expertise and professionalism to help navigate complex financial matters and achieve their financial goals.
Rossman Tax Services
Rossman Tax Services is a reputable accounting and finance institution located at 16 Roosevelt Avenue in Port Jefferson Station, New York. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, Rossman Tax Services is dedicated to providing personalized and efficient solutions to meet your financial needs. Trustworthy and reliable, they strive to ensure their clients receive the maximum return on their investments. Visit Rossman Tax Services today for expert financial advice and assistance.
O'Hara & Company
O'Hara & Company is a reputable accounting and finance institution located at 812 Hallock Avenue in Port Jefferson Station, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Their dedication to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit O'Hara & Company for all your accounting and financial needs.
Michael C. Williams CPA PC
Michael C. Williams CPA PC is a reputable accounting and finance institution located at 646 Main Street in Port Jefferson, New York, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses including tax preparation, auditing, financial planning, and more. Their team of certified public accountants is dedicated to providing top-notch service and personalized solutions to meet their clients' unique financial needs. Whether you are looking for assistance with your taxes or need help with financial planning, Michael C. Williams CPA PC is the trusted choice in the community.
Sena Accounting Solutions
Sena Accounting Solutions is a leading financial institution located at 1618 Main Street in Port Jefferson, New York, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-quality financial solutions to individuals and businesses alike. With a commitment to excellence and integrity, Sena Accounting Solutions is your trusted partner for all your financial needs. Contact us today to learn more about how we can help you achieve your financial goals.
Maiella Associates, Inc
Maiella Associates, Inc is a reputable insurance agency located at 803 Main Street in Port Jefferson, New York. With a commitment to providing top-notch insurance solutions, Maiella Associates, Inc offers a wide range of insurance products and services to meet the diverse needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses find the right coverage at competitive rates. Whether you are looking for auto, home, life, or business insurance, Maiella Associates, Inc is here to assist you every step of the way. Contact them today to learn more about their personalized insurance options.
Calleja Services Inc
Calleja Services Inc is a trusted car repair institution located at 19 Grant Street in Port Jefferson Station, New York. With a team of skilled technicians and state-of-the-art equipment, we provide top-quality automotive services to our customers. Whether you need routine maintenance, repairs, or diagnostics, you can count on us to get your vehicle back on the road in no time. Visit us today for all your car repair needs.
Kenneth Hirsch
Kenneth Hirsch is a reputable doctor's office located at 75 North Country Road in Port Jefferson, New York. Dr. Hirsch and his team provide high-quality healthcare services to patients in the area. With a focus on preventive care and personalized treatment plans, the institution offers a wide range of medical services to promote overall health and well-being. Patients can expect compassionate care and expertise from Dr. Hirsch and his staff in a comfortable and welcoming environment.
Staples Travel Services
Staples Travel Services is a local government office located at 5141 Nesconset Highway in Port Jefferson Station, New York. This institution provides a range of travel services for residents and visitors, including passport processing, travel advisories, and information on local transportation options. With a team of knowledgeable staff members, Staples Travel Services is dedicated to assisting individuals with their travel needs and ensuring a smooth and enjoyable experience. Visit us today for all your travel inquiries and requirements.
Newton Sankey & Co.
Newton Sankey & Co. is a reputable accounting and finance institution located at 6 Roosevelt Avenue in Port Jefferson Station, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Newton Sankey & Co. to deliver accurate and reliable financial advice to help them achieve their goals. Whether you are an individual or a business, this institution is dedicated to providing top-notch financial solutions tailored to your specific needs.
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