The Best Wealth management firm in Sag Harbor, New York

Welcome to Tom O' Donoghue & Associates Inc., your trusted partner in Sag Harbor, New York, for all your architectural and design needs. Conveniently located at 254 Harbor Watch Court, our firm is committed to delivering exceptional service and innovative solutions tailored to meet the unique needs of each client. With a wealth of experience and a deep understanding of the local landscape, our team of skilled professionals is dedicated to transforming your vision into reality. We specialize in a wide range of services, including residential and commercial architecture, interior design, and project management.

Welcome to the Law Office of David Lee Heller, your trusted legal partner located in the heart of Sag Harbor, New York. Situated at 3334 Noyack Road, our firm is committed to providing exceptional legal services with a personalized touch. With years of experience and a deep understanding of the law, David Lee Heller specializes in delivering strategic solutions tailored to meet the unique needs of each client. Whether you require assistance with real estate transactions, estate planning, business law, or personal legal matters, our office is dedicated to guiding you through every step of the legal process with professionalism and integrity. Contact us today to schedule a consultation and discover how we can assist you in achieving your legal goals.

Welcome to Edward Burke Jr. & Associates, your trusted partner in legal services located in the heart of Sag Harbor, New York. Situated at 62 Main Street, our firm is dedicated to providing personalized and comprehensive legal support to individuals, families, and businesses in the community. With a strong commitment to excellence, Edward Burke Jr. & Associates specializes in a wide range of legal areas, including real estate law, estate planning, family law, and civil litigation. Our experienced team of attorneys is passionate about delivering tailored solutions that meet the unique needs of each client. We pride ourselves on our approachable and client-focused approach, ensuring that every client receives the attention and respect they deserve. At Edward Burke Jr. & Associates, we understand the complexities of the legal system and strive to make the process as smooth and stress-free as possible.

Strategic Advisory Group Inc. is a leading finance institution located at 253 Main Street in Sag Harbor, New York, United States. Our team of experienced financial experts provides strategic advice and guidance to help clients make informed decisions and achieve their financial goals. With a focus on innovation and personalized service, we offer a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are seeking investment advice, wealth management services, or strategic planning support, Strategic Advisory Group Inc. is here to help you navigate the complex world of finance with confidence and success.

Welcome to Banducci Katz & Ferraris, your trusted partner in accounting and finance, located in the heart of Sag Harbor at 108 Main Street, New York. With a commitment to excellence and a personalized approach, we offer a comprehensive range of services tailored to meet the unique financial needs of individuals and businesses alike. Our team of experienced professionals is dedicated to helping you achieve financial success through meticulous planning, accurate bookkeeping, and strategic financial advice. Whether you're seeking tax preparation, financial consulting, or auditing services, Banducci Katz & Ferraris is here to guide you every step of the way. Visit us today and experience the peace of mind that comes with having a reliable financial partner by your side.

Welcome to Saybrook Capital, your trusted partner in financial excellence, located in the heart of Sag Harbor at 7 Spring Street, New York. As a premier financial services firm, we specialize in offering tailored investment strategies and comprehensive financial planning solutions to meet the unique needs of our clients. Our team of experienced professionals is dedicated to providing personalized service, ensuring that you achieve your financial goals with confidence and clarity. Whether you're planning for retirement, managing your wealth, or seeking investment opportunities, Saybrook Capital is here to guide you every step of the way. Visit us today and discover how we can help secure your financial future.

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.