TOP 30 Retirement savings solutions in Smithtown, New York

16 results found

Richard Bohner - Raymond James is a finance institution located at 186 West Main Street in Smithtown, New York. As a branch of Raymond James, a leading financial services firm, we offer a wide range of investment and wealth management services to help our clients achieve their financial goals. Our team of experienced financial advisors provides personalized guidance and expert advice to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, we are here to help. Visit us at our Smithtown location to learn more about how we can help you secure your financial future.

Draper Asset Management LLC is a finance institution located at 116 Terry Road in Smithtown, New York, United States. Specializing in asset management, they offer a range of financial services to help clients achieve their investment goals. With a team of experienced professionals, Draper Asset Management LLC provides personalized advice and strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Draper Asset Management LLC is dedicated to helping you reach your financial goals.

Merrill Lynch Financial Advisor James M Gaughran is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. James Gaughran can assist in creating a flexible strategy tailored to your unique goals and needs, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, James Gaughran and his team are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, James Gaughran believes in helping clients pursue their financial goals through thoughtful conversations and customized financial approaches. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, James Gaughran can help clients refine their investing preferences and create a plan centered on their aspirations. Through ongoing communication and adjustments to the financial approach, James Gaughran aims to help clients stay on track towards achieving their goals. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, James Gaughran is committed to helping clients navigate the complexities of the financial markets and make informed decisions. With a focus on understanding each client's unique needs and priorities, James Gaughran offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Ross & Company, CPA is a reputable accounting and finance institution located at 5 Florence Avenue in Smithtown, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or want to improve your financial strategy, Ross & Company, CPA is the place to turn to for expert advice and guidance.

Bethpage Federal Credit Union is a trusted financial institution located at 240 Middle Country Road in Smithtown, New York. As a full-service credit union, we offer a wide range of financial products and services to meet the needs of our members. Whether you're looking to open a savings account, apply for a loan, or access our convenient ATM services, we are here to help you achieve your financial goals. With a commitment to excellent customer service and competitive rates, Bethpage Federal Credit Union is the go-to destination for all your banking needs.

Merrill Lynch Financial Advisor Kim M Pino is a reputable finance institution located at 50 New York 111, Village of the Branch, New York, United States. Kim has over 25 years of industry experience and joined Merrill Lynch Wealth Management in 2016. With a background as a Global Institutional Equity Sales Trader, Kim is dedicated to providing clients with the tools and strategies necessary to meet their short and long term financial goals. Specializing in preservation of wealth, retirement planning, and education funding, Kim offers personalized advice and guidance tailored to individual and corporate needs. Kim holds various FINRA registrations and Life and Health Insurance licensing. By prioritizing client relationships and focusing on goals that matter most, Kim aims to help clients achieve financial success through a personalized approach. With access to Merrill's investment insights and banking solutions from Bank of America, Kim works closely with clients to develop strategies to address their financial needs. Whether it's planning for retirement, saving for a home, or passing wealth to future generations, Kim is committed to helping clients navigate their financial journey. By staying informed about changes in clients' lives and revisiting financial approaches, Kim ensures that clients stay on track to reach their goals. With a dedication to understanding clients on a personal level, Kim creates financial plans that reflect individual priorities and help address market fluctuations. As a Merrill Lynch Wealth Management Advisor, Kim provides customized investment approaches to help clients pursue their financial goals and navigate the complexities of their financial lives. With a focus on personalized strategies and comprehensive financial solutions, Kim is dedicated to putting clients first and helping them achieve their financial aspirations.

Quest Capital Management is a reputable finance institution located at 23 Bellemeade Avenue in Smithtown, New York, United States. With a team of experienced financial professionals, Quest Capital Management offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Quest Capital Management provides personalized solutions tailored to your individual needs. Trustworthy and dedicated, the institution is committed to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future.

Merrill Lynch Financial Advisor Brian Slattery, located at 50 New York 111, Smithtown, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. The team at Merrill Lynch shares a common goal of helping clients pursue their personal planning strategies, whether it's funding their children's educations, ensuring income lasts through retirement, or managing the transfer of wealth to the next generation. By providing timely insights on market trends and global economy, the institution aims to help clients stay on track towards their financial goals. With a focus on simplicity and transparency, the team at Merrill Lynch strives to make the often intimidating task of financial planning an exciting journey towards reaching financial objectives. Through personalized conversations and financial assessments, Merrill Lynch helps clients develop a customized financial approach to address their specific needs and goals. Whether it's planning for retirement, saving for a home, or funding a child's education, Merrill Lynch provides access to the investment insights and banking capabilities needed to make informed decisions. With a focus on understanding clients' goals and priorities, Merrill Lynch aims to bring fresh perspectives to their financial lives and help them achieve success in reaching their goals.

Merrill Lynch Financial Advisor Lori A Bjorndahl is a finance institution located at 50 New York 111, Smithtown, New York, United States. At Merrill Lynch, every relationship begins with a conversation to help identify and prioritize your goals. Whether you are looking to transfer wealth to the next generation, customize your financial approach, or seek advice on staying informed, the team at Merrill Lynch listens to learn more about you and your family. Drawing upon research in behavioral finance, Merrill developed the Investment Personality Assessment to better understand your investing preferences and help customize your financial approach. The team at Merrill Lynch believes in helping you make investment decisions that align with your goals, whether it's planning for retirement, saving for a home, or funding a child's education. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with you to develop a personalized plan to address your financial needs. The mission of Merrill Lynch is to understand you and what matters most to you, in order to design and implement a personalized plan to help you pursue your financial goals while managing investment risk. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Contact Merrill Lynch Financial Advisor Lori A Bjorndahl to start working towards your financial goals today.

Merrill Lynch Financial Advisor Antonio D Fusco is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth begins with a thorough understanding of your financial situation. Antonio Fusco can help create a flexible strategy tailored to your unique goals, with access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on personalized wealth management strategies, Antonio Fusco is dedicated to helping you pursue your financial goals. As a Merrill Lynch Wealth Management Advisor, Antonio Fusco is committed to serving the community and volunteers with local organizations. Through the Merrill Personal Wealth Analysis™ process, he can develop a personalized plan centered on your goals and aspirations. By engaging in meaningful conversations, Antonio Fusco will work with you to understand your priorities and create a financial approach that aligns with your values. Antonio Fusco believes in building long-term relationships based on trust and understanding. By utilizing the Investment Personality Assessment and staying informed about your changing life circumstances, he can help you navigate financial decisions and achieve your goals. With a focus on personalized solutions and ongoing communication, Antonio Fusco is dedicated to helping you stay on track towards financial success.

Merrill Lynch Financial Advisor Gerald Slattery is located at 50 New York 111, Village of the Branch, New York, United States. Gerry is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Plan Fiduciary Advisor (CPFA) certification. Gerry graduated Magna cum Laude from the New York Institute of Technology in 1988 with a B.S. in Business Administration. At Merrill Lynch Wealth Management, Gerry focuses on building personalized plans centered on your goals and what you want to achieve. He believes in understanding your aspirations and priorities, whether it's transferring wealth to the next generation, pursuing your passions, or planning for future expenses like healthcare or education. By utilizing the Investment Personality Assessment, Gerry can tailor a financial approach that aligns with your investing preferences and goals.

Merrill Lynch Financial Advisor Christopher Amadeo, located at 50 New York 111, Smithtown, New York, United States, specializes in personalized wealth management strategies tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Christopher can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, Christopher embodies the Merrill tradition of serving the community. Through Merrill Personal Wealth Analysis™, a personalized plan can be built to help you achieve your financial aspirations. By understanding your unique goals and priorities, Christopher can help you create a financial approach that reflects your personality and addresses fluctuations in the market. Whether you are planning for retirement, saving for a home, or funding a child's education, Christopher will work with you to develop a plan to manage, grow, and preserve your wealth while considering the impact for years to come. With a focus on building a one-on-one relationship with clients, Christopher aims to help you stay on track to achieve what matters most to you. Contact Christopher Amadeo today to start pursuing your financial goals with a dedicated Merrill Lynch Wealth Management Advisor.

Raymond James Financial Services is a finance institution located at 186 West Main Street in Smithtown, New York, United States. With a focus on providing comprehensive financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Their team of experienced advisors is dedicated to providing personalized guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Raymond James Financial Services is committed to helping you make informed decisions and secure your financial future.

Hendel Wealth Management Group is a leading financial institution located at 95 Smithtown Boulevard in Smithtown, New York, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers expert guidance in investment strategies, retirement planning, estate planning, and more. With a focus on building long-term relationships based on trust and integrity, we are committed to helping our clients secure their financial future. Contact us today to learn more about how Hendel Wealth Management Group can help you reach your financial objectives.

St. James Financial Services, led by Robert Bianco, is a reputable finance institution located at 116 Terry Road in Smithtown, New York. With a commitment to providing top-notch financial services, their team of experts offers personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, St. James Financial Services is dedicated to helping you secure a stable financial future. Trust in their expertise and experience for all your financial needs.

Welcome to Suffolk County National Bank, your trusted financial partner located at 222 East Main Street, Smithtown, New York. As a cornerstone of the community, we pride ourselves on delivering exceptional banking services tailored to meet your personal and business needs. Our comprehensive range of financial solutions includes personal banking, business banking, loans, and investment services, all designed to help you achieve your financial goals. At Suffolk County National Bank, we understand the importance of convenience and accessibility, which is why we offer a 24/7 ATM service to ensure you have access to your funds whenever you need them. Our dedicated team of financial experts is committed to providing personalized service, expert advice, and innovative solutions to support your financial journey.