TOP 20 Best Tailored wealth management services in setauket east setauket in New York

Welcome to Finance Manager, your trusted partner in financial planning and management, conveniently located at 45 Research Way, Setauket-East Setauket, New York. At Finance Manager, we are dedicated to helping individuals and businesses achieve their financial goals with confidence and clarity. Our experienced team of financial experts offers a comprehensive range of services, including personalized financial planning, investment strategies, tax preparation, and retirement planning. We pride ourselves on delivering tailored solutions that are designed to meet the unique needs of each client, ensuring a secure and prosperous financial future. Visit us today and discover how Finance Manager can guide you on your path to financial success.

Girard Wealth Management Group of Raymond James, located at 376 Mark Tree Road in Setauket- East Setauket, New York, offers sophisticated wealth management services tailored to meet your individual needs. With a focus on delivering value to clients, our team of experts is dedicated to helping you achieve your financial goals. As a part of the Raymond James network, we have access to a wide range of resources and tools to help you make the most of every investment opportunity. Established in 1962, Raymond James is one of the largest and most respected independent financial services companies in the United States. Girard Wealth Management Group is committed to providing personalized investment advisory services to help you navigate the complexities of the financial world.

Anthony C. Barone, a financial advisor at Ameriprise Financial Services, LLC located at 100 South Jersey Avenue, Setauket- East Setauket, New York, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as needed, clients can track their financial journey securely from any device. By scheduling a complimentary initial consultation, clients can explore how Anthony C. Barone can help them achieve their financial aspirations. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC provides investment products and services with a focus on client relationships and financial planning concepts. With a commitment to privacy and security, Anthony C. Barone looks forward to assisting friends and family members in reaching their financial goals.

Prudential Financial - Three Village is a finance institution located at 100-5 South Jersey Avenue in Setauket- East Setauket, New York, United States. This institution offers a wide range of financial services including investment management, retirement planning, insurance, and wealth management. With a focus on providing personalized financial solutions to individuals, families, and businesses, Prudential Financial - Three Village is committed to helping clients achieve their financial goals and secure their financial future. The experienced team of professionals at this institution is dedicated to providing expert advice and guidance to help clients make informed decisions about their finances.

Welcome to Keith F. Levinson - Physical Therapist DPT, OCS, SCS, CSCS at Catholic Health St. Charles Rehabilitation, your premier destination for comprehensive physical therapy services in Setauket-East Setauket, New York. Conveniently located at 3 Technology Drive, our clinic is dedicated to providing personalized and effective rehabilitation solutions to enhance your health and well-being. With a Doctor of Physical Therapy (DPT) degree and certifications in Orthopedic Clinical Specialist (OCS), Sports Clinical Specialist (SCS), and Certified Strength and Conditioning Specialist (CSCS), Keith F. Levinson offers a wealth of expertise in treating a variety of conditions. Whether you're recovering from surgery, managing a chronic condition, or seeking to improve athletic performance, our tailored approach ensures that your unique needs are met with the highest standard of care.

Welcome to the practice of Hayley R. Queller, MD, located at 6 Technology Drive, Setauket-East Setauket, New York. Our esteemed team of medical professionals is dedicated to providing comprehensive and compassionate care in the field of orthopedics and sports medicine. We specialize in a wide range of services including joint replacement, sports medicine, hand, foot and ankle care, concussion management, and advanced imaging with MRI. Dr. Hayley Queller, a pioneer in Primary Care Sports Medicine at Orthopedic Associates of Long Island, leads our team with a focus on personalized patient care. She brings a wealth of knowledge and experience, having completed her medical degree at Georgetown University School of Medicine and her undergraduate studies in mathematics at Franklin & Marshall College, where she was both valedictorian and a first team Academic All-American soccer player.

Welcome to the practice of Gregg J. Jarit, MD, where we pride ourselves on providing exceptional orthopedic and sports medicine care to the Setauket-East Setauket community and beyond. Located at 6 Technology Drive, Setauket- East Setauket, New York, our team of highly skilled physicians offers comprehensive services to address a wide range of musculoskeletal conditions. Our expertise spans joint replacement, sports medicine, hand, foot, and ankle care, concussion management, and advanced imaging through MRI technology. We are committed to delivering personalized care tailored to each patient's unique needs, ensuring optimal recovery and improved quality of life.

Welcome to the practice of Hayley R. Queller, MD, a distinguished specialist in Non-Operative Sports Medicine, serving the Riverhead community and beyond. Conveniently located at 715 Roanoke Avenue, Riverhead, New York, Dr. Queller offers expert medical care for both adults and children, focusing on sports medicine and concussion management. Dr. Queller brings a wealth of knowledge and experience as the first Primary Care Sports Medicine physician at Orthopedic Associates of Long Island. Her impressive academic background includes being a valedictorian at Franklin & Marshall College and earning her medical degree from Georgetown University School of Medicine. She is board certified in Internal Medicine and Pediatrics, with additional qualifications in Sports Medicine, ensuring comprehensive care for her patients.

Welcome to Tahmid Rahman MD, where we are dedicated to providing exceptional cardiovascular care to the Long Island community. Conveniently located at 26 Research Way, Setauket-East Setauket, New York, our practice specializes in noninvasive cardiology and clinical lipidology, with a focus on managing cholesterol disorders, including familial hypercholesterolemia and atherosclerotic heart disease. Dr. Tahmid Rahman, a Clinical Assistant Professor of Medicine in the division of Cardiology at Stony Brook Medicine, brings a wealth of knowledge and expertise to his patients. As the Associate Director for Quality and Performance in Cardiology and the Center for Advanced Lipid Management, Dr. Rahman is committed to improving cardiovascular health through both clinical practice and research. His board certifications in clinical cardiology, internal medicine, echocardiography, nuclear cardiology, and clinical lipidology ensure that patients receive comprehensive and top-tier care.

Welcome to the Law Office of Antonio Corcella, P.C., your trusted legal partner located at 348 Main Street, Setauket-East Setauket, New York. We specialize in providing comprehensive legal services tailored to meet the unique needs of our clients. Our experienced team is dedicated to offering expert advice and representation in various areas of law, ensuring that your rights and interests are protected. At the Law Office of Antonio Corcella, P.C., we pride ourselves on our commitment to excellence, personalized service, and a client-centered approach. Whether you require assistance with personal, business, or family legal matters, we are here to guide you every step of the way. Contact us today to schedule a consultation and discover how we can help you achieve the best possible outcome for your legal needs.

Welcome to Southard Estate Planning, your trusted partner in securing your family's future. Conveniently located at 175 Main Street, Setauket-East Setauket, New York, we specialize in providing comprehensive estate planning services tailored to meet your unique needs. Our experienced team is dedicated to guiding you through every step of the estate planning process, ensuring that your assets are protected and your wishes are honored. Whether you're looking to draft a will, establish a trust, or navigate the complexities of probate, Southard Estate Planning is here to offer expert advice and personalized solutions. Visit us today to learn how we can help you achieve peace of mind for you and your loved ones.

Welcome to Rehn George CPA, your trusted partner in accounting and finance. Conveniently located at 286 Main Street, Setauket-East Setauket, New York, we are dedicated to providing top-notch financial services to individuals and businesses in our community. With years of experience and a commitment to excellence, our team of certified professionals is here to help you navigate the complexities of financial management. At Rehn George CPA, we offer a comprehensive range of services tailored to meet your unique needs. Whether you require assistance with tax preparation, bookkeeping, financial planning, or business consulting, our experts are ready to provide personalized solutions that drive success. We pride ourselves on our attention to detail, integrity, and the ability to deliver results that exceed expectations.

Welcome to M&T Bank, your trusted financial partner located at 4032 Nesconset Highway in the heart of Setauket-East Setauket, New York. At M&T Bank, we are committed to providing exceptional banking services to meet the diverse needs of our community. Whether you're looking to open a personal account, explore mortgage options, or manage your business finances, our team of experienced professionals is here to assist you every step of the way. We pride ourselves on offering personalized solutions and a wide range of financial products tailored to help you achieve your financial goals. Visit us today to experience friendly service and expert guidance in a welcoming environment. M&T Bank—where your financial well-being comes first.

Welcome to Chase Bank, your trusted partner in financial services, located at 1395 New York 25A, Setauket-East Setauket, New York 11733, United States. As a leading provider of banking, ATM, and financial solutions, we are committed to meeting the diverse needs of our community. At Chase Bank, we offer a wide range of services designed to help you manage your personal and business finances with ease. Our Business Banking division provides expert guidance from a dedicated team of professionals, specializing in cash flow improvement, credit solutions, and payroll management. We also offer business credit cards, online and mobile banking, and payment acceptance solutions tailored specifically for businesses.

Welcome to the Bank of America Financial Center located at 15 Bennetts Road, Setauket-East Setauket, New York. As a leading provider in the banking and finance industry, we are committed to delivering exceptional financial services tailored to meet your unique needs. Whether you're looking to open a new account, apply for a loan, or seek investment advice, our team of experienced professionals is here to guide you every step of the way. Our state-of-the-art facility offers a wide range of services, including personal and business banking, wealth management, and financial planning. Visit us today and experience the convenience and expertise that Bank of America is renowned for. Your financial success is our priority.

Lippencott Financial Group is a leading finance institution located at 4 Technology Drive in Setauket- East Setauket, New York. With a strong reputation for providing top-notch financial services, Lippencott Financial Group offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through sound advice and strategic planning. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Lippencott Financial Group is committed to providing expert guidance and personalized service every step of the way.

Joseph Salehi is a reputable finance institution located at 300 Main Street in Setauket-East Setauket, New York. With a focus on providing top-notch financial services to individuals and businesses, Joseph Salehi is known for its expertise in investment management, financial planning, and wealth management. The institution prides itself on its personalized approach, tailored to meet the unique needs and goals of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Joseph Salehi is dedicated to helping you achieve your financial objectives.

Edward Jones - Financial Advisor: Eliel H Pimentel, CFP® is a trusted financial institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York. As a Certified Financial Planner, Eliel Pimentel provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert advice, Edward Jones is dedicated to helping individuals and families secure their financial futures. Visit us today to learn how we can help you plan for a secure financial future.

Edward Jones - Financial Advisor: Kyle Piechucki is a reputable finance institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York, United States. Specializing in providing personalized financial advice and services, Kyle Piechucki is dedicated to helping clients achieve their financial goals and secure their future. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Kyle Piechucki is a trusted partner in navigating the complexities of the financial world.

Welcome to Perri Carol Fitterman, your trusted legal partner located in the heart of Setauket-East Setauket, New York. Situated at 39 Old Coach Road, our practice is dedicated to providing exceptional legal services tailored to meet your unique needs. With a commitment to excellence and a focus on client satisfaction, Perri Carol Fitterman offers a comprehensive range of legal solutions. Whether you require assistance with family law, estate planning, real estate transactions, or civil litigation, our experienced team is here to guide you every step of the way. We pride ourselves on delivering personalized attention and expert advice, ensuring that your legal matters are handled with the utmost care and professionalism. Contact us today to schedule a consultation and discover how we can assist you in achieving your legal goals.

Welcome to George F. Diffendale, Financial Professional - New York Life, your trusted partner in financial planning and insurance services. Conveniently located at 4 Technology Drive, Setauket-East Setauket, New York, we are committed to helping individuals and families achieve their financial goals and secure their future. With years of experience in the finance and insurance industry, George F. Diffendale offers personalized solutions tailored to meet your unique needs. Whether you're planning for retirement, seeking life insurance options, or looking to protect your assets, we provide expert guidance and comprehensive strategies to help you make informed decisions.

Welcome to Lisa Godt, Real Estate Salesperson – your trusted partner in navigating the vibrant real estate market of Setauket-East Setauket, New York. Conveniently located at 300 East Main Street, we are dedicated to providing personalized and professional real estate services tailored to meet your unique needs. Whether you are buying, selling, or investing in a property, Lisa brings a wealth of experience and a deep understanding of the local market to ensure a seamless and successful transaction. Our commitment to excellence and client satisfaction sets us apart, making us the go-to choice for all your real estate endeavors. Discover the difference with Lisa Godt and let us help you find the home of your dreams or the perfect buyer for your property. Visit us today or contact us to learn more about how we can assist you in achieving your real estate goals.