Retire secure in Port Jefferson, New York
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Fairfield Knolls North At Port Jefferson
Fairfield Knolls North At Port Jefferson is a reputable real estate agency located at 300 Village Green Drive in Port Jefferson Station, New York. Our team of experienced professionals is dedicated to helping clients find their dream homes in this picturesque area of Long Island. With a commitment to excellence and personalized service, we strive to make the home-buying process as smooth and stress-free as possible. Whether you're looking for a cozy apartment or a spacious family home, Fairfield Knolls North At Port Jefferson has a wide range of properties to suit every need and budget. Contact us today to start your journey to finding the perfect home in this charming community.
Fairfield Gardens At Port Jefferson
Fairfield Gardens At Port Jefferson is a senior living community located at 125 Terryville Road in Port Jefferson Station, New York. Our facility offers a warm and welcoming environment for residents to enjoy their golden years in comfort and security. With a range of amenities including spacious living quarters, delicious dining options, and a variety of activities and social events, residents can make the most of their retirement years. Our dedicated staff is committed to providing personalized care and support to ensure the well-being of all residents. Come and experience the peace and tranquility of Fairfield Gardens At Port Jefferson.
Heritage Financial Advisory Group
Heritage Financial Advisory Group is a leading finance institution located at 1500 New York 112 in Port Jefferson Station, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Heritage Financial Advisory Group is here to provide expert guidance and support every step of the way. Trust us to help you secure your financial future.
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.
Edward Jones - Financial Advisor: Michael R Sceiford, CFP®
Edward Jones - Financial Advisor: Michael R Sceiford, CFP® is a trusted financial institution located at 640 Belle Terre Road in Port Jefferson, New York. Specializing in personalized financial planning and investment strategies, Michael R Sceiford, a Certified Financial Planner, provides expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals, families, and businesses secure their financial futures. Visit us today to see how we can help you plan for tomorrow.
Jerry Cohen - Life Insurance , Benefits Broker, Medicare Advisor
Jerry Cohen is a trusted life insurance, benefits broker, and Medicare advisor located at 67 John Street in Port Jefferson Station, New York. As a health insurance agency, we specialize in helping individuals and families navigate the complex world of insurance and find the best coverage to meet their needs. With years of experience and a dedication to personalized service, Jerry Cohen is committed to providing expert guidance and support to ensure our clients have the protection and peace of mind they deserve. Contact us today to learn more about how we can help you secure your financial future.
Suffolk Credit Union
Suffolk Credit Union is a trusted financial institution located at 200 Belle Terre Road in Port Jefferson, New York. As a full-service credit union, we offer a wide range of banking and financial services to our members. Whether you need to access cash at our convenient ATMs, open a savings or checking account, or secure a loan for a new car or home, Suffolk Credit Union is here to help. Our friendly staff is dedicated to providing personalized service and helping our members achieve their financial goals. Visit us today to experience the difference of banking with Suffolk Credit Union.
Risotto Financial Services, LLC
Welcome to Risotto Financial Services, LLC, your trusted partner in accounting and financial solutions. Conveniently located at 373 Old Town Road, Port Jefferson Station, New York, our firm is dedicated to serving the financial needs of individuals and businesses in the community and beyond. At Risotto Financial Services, LLC, we specialize in providing comprehensive accounting services, tailored financial planning, and insightful consultancy to help you navigate the complexities of financial management. Our team of experienced professionals is committed to delivering personalized service, ensuring that each client receives the attention and expertise they deserve.
Empire National Bank
Welcome to Empire National Bank, your trusted financial partner located at 4747 Nesconset Highway, Port Jefferson Station, New York. At Empire National Bank, we are committed to providing exceptional banking and financial services tailored to meet the unique needs of our community. Our team of experienced professionals is dedicated to helping you achieve your financial goals with a wide range of products and services, including personal and business banking, loans, mortgages, and investment solutions. With a focus on personalized service and innovative financial solutions, Empire National Bank is here to support you every step of the way. Visit us today to experience the difference of a locally-focused bank that truly cares about your financial success.
The First National Bank of Long Island
Welcome to The First National Bank of Long Island, conveniently located at 450 Main Street, Port Jefferson, New York 11777. As a trusted provider of banking and financial services, we are dedicated to meeting the diverse needs of our community with personalized solutions and exceptional customer service. Please note our upcoming holiday schedule: the bank will close early at 3:00 PM on Wednesday, July 3, and will remain closed on Thursday, July 4, in recognition of the holiday. During this time, you can still access your accounts and manage your finances with ease through our Online, Mobile, and Telephone Banking services, available 24/7.
Coastline Wealth Management
Coastline Wealth Management is a leading financial institution located at 1303 Main Street in Port Jefferson, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Coastline Wealth Management is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards financial success.
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.
Bank of America (with Drive-thru ATM)
Welcome to Bank of America, conveniently located at 911 New York 112 in Port Jefferson Station, New York. As a leading financial institution, we are committed to providing exceptional banking services to meet your personal and business needs. Our branch offers a wide range of financial solutions, including checking and savings accounts, loans, credit cards, and investment opportunities. For your convenience, we feature a drive-thru ATM, allowing you to access your funds and conduct transactions without leaving your vehicle. Whether you're managing your daily finances or planning for the future, our knowledgeable staff is here to assist you with personalized service and expert financial advice.
Webster Bank
Welcome to Webster Bank, your trusted partner in banking and finance located at 1015 New York 112, Port Jefferson Station, New York. At Webster Bank, we are committed to providing our community with exceptional financial services tailored to meet your unique needs. Whether you're looking to open a personal account, secure a loan, or manage your investments, our experienced team is here to guide you every step of the way. We pride ourselves on offering personalized solutions, innovative banking technologies, and a customer-first approach. Visit us today and discover how Webster Bank can help you achieve your financial goals with confidence and ease.
Citi
Welcome to Citi, your trusted partner in banking and financial services, conveniently located at 4800 Nesconset Highway, Port Jefferson, New York. At Citi, we are committed to providing exceptional financial solutions tailored to meet your unique needs. Whether you are looking to manage your personal finances, invest in your future, or require business banking support, our knowledgeable team is here to assist you every step of the way. Our state-of-the-art ATMs offer 24/7 access to your accounts, allowing you to withdraw cash, check balances, or make deposits at your convenience. As a leading name in the finance industry, Citi is dedicated to delivering innovative banking products and services with a focus on security, efficiency, and customer satisfaction. Visit us today and experience the Citi difference—where your financial goals become our top priority.
Advisor Successions
Advisor Successions is a leading finance institution located at 414 Main Street in Port Jefferson, New York. Our team of experts specializes in helping financial advisors successfully transition their businesses to new owners, ensuring a smooth and seamless succession process. With years of experience and a proven track record of success, Advisor Successions is dedicated to helping advisors achieve their goals and secure the future of their practices. Contact us today to learn more about how we can help you plan for a successful transition.
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.
Montauk Point Financial Services
Montauk Point Financial Services is a reputable finance institution located at 27 Ciliotta Lane in Port Jefferson Station, New York. Our dedicated team of financial experts are committed to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Montauk Point Financial Services has the knowledge and expertise to help you achieve your financial goals. With a focus on personalized service and tailored financial solutions, we strive to build long-lasting relationships with our clients and help them secure their financial future. Visit us today to see how we can assist you with your financial needs.
Cody Tarver - TD Wealth Financial Advisor
Cody Tarver - TD Wealth Financial Advisor is a reputable financial institution located at 86 Nesconset Highway in Port Jefferson Station, New York. As a trusted advisor, Cody Tarver offers a wide range of financial services to help clients achieve their financial goals and secure their future. With a focus on wealth management and investment strategies, Cody Tarver provides personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Cody Tarver is dedicated to helping you navigate the complex world of finance with confidence and peace of mind. Contact Cody Tarver - TD Wealth Financial Advisor today to schedule a consultation and take the first step towards a secure financial future.
Cody Tarver - TD Wealth Financial Advisor
Cody Tarver - TD Wealth Financial Advisor is a trusted financial institution located at 620 Route 25A in Mount Sinai, New York. As a dedicated financial advisor, Cody Tarver provides expert guidance and personalized financial strategies to help clients achieve their financial goals. With a focus on wealth management and investment planning, Cody Tarver offers a range of services to help individuals and families build and protect their financial futures. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Cody Tarver - TD Wealth Financial Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Joshua Marino, ChFC®
Edward Jones - Financial Advisor: Joshua Marino, ChFC®, located at 640 Belle Terre Road in Port Jefferson, New York, is a trusted finance institution dedicated to providing personalized financial planning and investment services. With a focus on building long-term relationships with clients, Joshua Marino, a Chartered Financial Consultant, offers expert guidance in areas such as retirement planning, wealth management, and estate planning. Whether you are looking to grow your assets, protect your family's financial future, or plan for a comfortable retirement, Edward Jones - Financial Advisor: Joshua Marino, ChFC® is committed to helping you achieve your financial goals.
Cody Tarver - TD Wealth Financial Advisor
Cody Tarver - TD Wealth Financial Advisor is a trusted financial institution located at 320 Route 25A in Rocky Point, New York. As a dedicated financial advisor, Cody Tarver provides expert guidance and personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Cody Tarver is committed to providing top-notch financial advice and support. With a focus on building long-term relationships and delivering exceptional service, Cody Tarver - TD Wealth Financial Advisor is the go-to institution for all your financial needs in the United States.
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.
Cody Tarver - TD Wealth Financial Advisor
Cody Tarver - TD Wealth Financial Advisor is a reputable financial institution located at 112 New York, Medford, New York, United States. As a trusted financial advisor, Cody Tarver provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management and investment strategies, Cody Tarver offers a wide range of services to individuals, families, and businesses. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Cody Tarver can help you navigate the complexities of the financial world and make informed decisions. Contact Cody Tarver - TD Wealth Financial Advisor today to schedule a consultation and start building a secure financial future.
Cona Elder Law PLLC
Welcome to Cona Elder Law PLLC, your trusted partner in navigating the complexities of elder law, estate planning, and asset protection. Located at 106 Crystal Brook Hollow Road, Port Jefferson Station, New York, our award-winning law firm has proudly served the Long Island community for over 25 years. Our dedicated team of attorneys specializes in elder law, estate planning, estate administration and litigation, special needs planning, and health care law, offering customized legal solutions tailored to your unique needs. At Cona Elder Law, we understand that planning for the future involves making critical decisions about your family's financial well-being and your healthcare needs as you age. Our experienced attorneys are here to guide you through the process of creating comprehensive estate plans, including wills and trusts, to ensure your wishes are carried out with precision and care. We excel in estate administration, helping families navigate the often complex probate process with ease, while providing the financial and tax expertise necessary to alleviate stress during challenging times.
Strategies for Wealth :JOHN SPOLETI
Welcome to Strategies for Wealth: John Spoleti, your trusted partner in financial planning and wealth management. Conveniently located at 1201 New York 112, Port Jefferson Station, New York, we are dedicated to helping individuals and families achieve their financial goals with personalized strategies tailored to your unique needs. At Strategies for Wealth, John Spoleti and his team bring years of expertise in the finance industry, offering a comprehensive range of services including retirement planning, investment management, estate planning, and insurance solutions. Our client-centered approach ensures that we understand your aspirations and craft a financial roadmap that aligns with your life goals.
The Fitzpatrick Capital Group - Morgan Stanley
Welcome to The Fitzpatrick Capital Group - Morgan Stanley, your trusted partner in financial excellence. Conveniently located at 414 Main Street, Port Jefferson, New York, we are dedicated to providing personalized financial solutions tailored to meet your unique needs. Our expert team specializes in a comprehensive range of services, including wealth management, investment strategies, retirement planning, and portfolio management. With a commitment to integrity, innovation, and client satisfaction, we strive to help you achieve your financial goals and secure a prosperous future. Visit us today to discover how we can assist you on your financial journey.
Stephen Anglim - Morgan Stanley
Welcome to Stephen Anglim - Morgan Stanley, your trusted partner in navigating the complex world of finance. Conveniently located at 414 Main Street, Port Jefferson, New York, we are dedicated to providing tailored financial solutions to meet your unique needs. With a deep commitment to excellence and a client-first approach, Stephen Anglim and his team offer a comprehensive range of services including wealth management, investment strategies, retirement planning, and more. Our goal is to help you achieve financial success and peace of mind through personalized guidance and expert advice. Visit us today and discover how we can help you secure a prosperous future.
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