Tailored asset management in Sag Harbor, New York

Welcome to Beard Asset Management, your trusted partner in financial success. Conveniently located at 126 Main Street, Sag Harbor, New York, we specialize in providing personalized asset management solutions to help you achieve your financial goals. With years of experience in the finance industry, our team of dedicated professionals is committed to offering expert advice and tailored strategies that align with your unique needs and aspirations. At Beard Asset Management, we understand that each client is different, which is why we take a personalized approach to managing your assets. Whether you're planning for retirement, looking to grow your wealth, or seeking guidance on investment opportunities, we are here to support you every step of the way. Our comprehensive range of services includes investment planning, portfolio management, risk assessment, and financial consulting.

Welcome 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.

Welcome 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.

Dayton 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.

Welcome 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.