Professional asset protection in Southampton, NY
15 results found
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Morgan Legal Group | Trusts & Estate Planning Southampton NY
● OpenMorgan Legal Group | Trusts & Estate Planning Southampton NY Welcome to Morgan Legal Group, your trusted partner in comprehensive estate planning and trusts services located at 33 Flying Point Road, Southampton, New York. As a specialized law firm, we are dedicated to addressing each client’s unique needs with personalized attention and expert guidance.
33 Flying Point Road, Southampton, New York 11968, United States -
Kuhn & Sandler, PLLC
● ClosedKuhn & Sandler, PLLC is a reputable law firm located at 5225 Route 347 in Port Jefferson Station, New York, United States. Specializing in family law, the firm is dedicated to providing high-quality legal representation for individuals facing divorce, child custody and support issues, as well as spousal maintenance. With nearly 40 years of legal experience, Founding Attorney Steven P. Kuhn has focused on marriage and family law for the past 29 years. The firm has a proven track record of successfully representing clients in Suffolk County, including lawyers, CPAs, business owners, doctors, teachers, police & firemen, and homemakers.
7, 5225 NY-347 Suite 37, Port Jefferson Station, NY 11776, United States -
Luss Group
● ClosedWelcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.
102 West Broadway, Port Jefferson, New York 11777, United States -
Merrill Lynch Financial Advisor Harry L Hackett
● ClosedWelcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.
57 Hampton Road, Southampton, New York 11968, United States -
Edgar Betancourt - Ameriprise Financial Services, LLC
● ClosedWelcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.
1673 County Road 39, Southampton, New York 11968, United States -
Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome to Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC, where we are committed to providing exceptional financial advisory services tailored to your unique needs. Located at 1673 County Road 39, Southampton, New York, our team is dedicated to helping you achieve your financial goals with confidence and clarity. Our expertise is backed by a range of prestigious certifications, ensuring that we deliver the highest standard of financial planning and advice. Our advisor holds the AAMS™ (Accredited Asset Management Specialist™) certification, which emphasizes a strong ethical foundation and proficiency in asset management, investment strategies, estate planning, and more. We also offer specialized services for domestic partners, retirees, and small business owners, thanks to our ADPA™ (Accredited Domestic Partnership Advisor™) and AWMA℠ (Accredited Wealth Management Advisor℠) designations.
1673 County Road 39, Southampton, New York 11968, United States -
George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.
1673 County Road 39, Southampton, New York 11968, United States -
Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMeredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Meredith Diamond - Financial Advisor, located at 1673 County Road 39, Southampton, New York. With a commitment to providing exceptional financial guidance, our firm is dedicated to helping you achieve your financial goals through personalized strategies and expert advice.
1673 County Road 39, Southampton, New York 11968, United States -
Michael Haines Agency
● ClosedWelcome to Michael Haines Agency, your trusted partner for comprehensive insurance solutions in Southampton, New York. Conveniently located at 1691 County Road 39, we proudly serve the local community with personalized insurance services tailored to meet your unique needs. At Michael Haines Agency, we understand that peace of mind is invaluable, which is why we offer a wide range of insurance options, including home, auto, life, and business coverage. Our dedicated team of experienced professionals is committed to providing you with exceptional service, expert advice, and competitive rates. Whether you're protecting your family, assets, or business, we are here to help you navigate the complexities of insurance with ease and confidence. Visit us today and discover why Michael Haines Agency is the preferred choice for insurance in Southampton. Your security is our priority.
1691 County Road 39, Southampton, New York 11968, United States -
The Luss Group Inc
● ClosedWelcome to The Luss Group, Inc., your trusted partner for comprehensive insurance and financial services located at 45 Main Street, Southampton, New York. Serving the Hamptons and beyond, we specialize in financial planning and insurance solutions tailored to meet your unique needs. Led by Kevin A. Luss, CFP, ChFC, our team is committed to providing expert guidance and personalized strategies to help you achieve your financial goals. As a registered representative, Kevin offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, a member of SIPC.
45 Main Street, Southampton, New York 11968, United States -
Harbor Financial Partners
● ClosedWelcome to Harbor Financial Partners Located in the heart of Southampton at 11 Main Street, Harbor Financial Partners is your trusted local provider for comprehensive financial and insurance services. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of financial planning and risk management with confidence and ease.
11 Main Street, Southampton, New York 11968, United States -
Comprehensive Policy Place
● ClosedWelcome to Comprehensive Policy Place, your trusted insurance agency located in the heart of Southampton, New York. Situated at 24 New York 27A, we proudly serve the residents and businesses of Southampton and the surrounding areas with a commitment to excellence and personalized service. At Comprehensive Policy Place, we understand that every client has unique needs, which is why we offer a wide range of insurance solutions tailored to protect what matters most to you. Our experienced team of insurance professionals is dedicated to providing you with comprehensive coverage options, including auto, home, life, health, and business insurance. We work with a variety of top-rated insurance carriers to ensure you receive the best possible protection at competitive rates. Whether you're seeking to safeguard your family's future, protect your assets, or secure your business, we are here to guide you every step of the way.
24 New York 27A, Southampton, New York 11968, United States -
Trust Insurance NY
● ClosedWelcome to Trust Insurance NY, your reliable partner for comprehensive insurance solutions in Southampton, New York. Conveniently located at 30 Nugent Street, we are dedicated to serving the diverse needs of our community with integrity and professionalism. As a leading insurance agency, we offer a wide range of services tailored to protect what matters most to you, including auto, home, life, and business insurance. At Trust Insurance NY, we believe in building lasting relationships with our clients by providing personalized attention and expert guidance. Our experienced team is committed to understanding your unique needs and crafting customized insurance plans that offer the best coverage at competitive rates. Whether you’re looking to safeguard your family’s future or secure your business assets, we are here to ensure you have peace of mind.
30 Nugent Street, Southampton, New York 11968, United States -
Dayton Ritz & Osborne Insurance
● ClosedDayton Ritz & Osborne Insurance: Your Trusted Partner in Comprehensive Coverage Welcome to Dayton Ritz & Osborne Insurance, located at 88 Main Street, Southampton, New York. Established in the Hamptons since 1875, we pride ourselves on being the area's leading insurance agency, offering unparalleled knowledge and coverage solutions tailored to your unique needs.
88 Main Street, Southampton, New York 11968, United States -
Ted Morales - State Farm Insurance Agent
● ClosedWelcome to Ted Morales - State Farm Insurance Agent, your trusted insurance partner in Hampton Bays, New York. Located at 252 West Montauk Highway, we are proud to serve our community and the greater Suffolk and Nassau Counties, including East Hampton, West Hampton, Southampton, Sag Harbor, Bridgehampton, Montauk, Shirley, Riverhead, and the five boroughs. Our mission is to help you manage the risks of everyday life, providing comprehensive insurance solutions tailored to your unique needs. Established in 2019, our agency is driven by a commitment to making a genuine impact on the lives of our neighbors. With over 30 years of industry experience, Ted Morales, our dedicated State Farm agent, leads a team that is fluent in both English and Spanish, ensuring clear communication and exceptional service for every client. We specialize in a wide range of insurance products, including auto, home, life, renters, health, and business insurance, as well as pet insurance and coverage for recreational vehicles, campers, jet-skis, and snowmobiles.
252 West Montauk Highway, Hampton Bays, New York 11946, United States
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