TOP 10 Wealth management for individuals in Sag Harbor, New York

Welcome to the Law Office of Thomas W. Horn, where your legal needs are our top priority. Conveniently located at 3330 Noyack Road in the picturesque town of Sag Harbor, New York, our practice is committed to providing exceptional legal services to individuals, families, and businesses in the local community and beyond. At the Law Office of Thomas W. Horn, we understand that navigating the legal system can be complex and overwhelming. With years of experience and a deep understanding of the law, Thomas W. Horn is dedicated to offering personalized and effective solutions tailored to each client's unique situation. Whether you require assistance with family law, estate planning, real estate transactions, or business law, we are here to guide you every step of the way.

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.

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 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 Dime Community Bank, your trusted financial partner located at 15 Long Island Avenue, Sag Harbor, New York 11963. As a leading provider of comprehensive banking and financial services, we are dedicated to meeting the needs of our community with a personal touch. Our convenient location offers a full range of services, including ATM access for quick and easy transactions, as well as personalized banking solutions to help you manage your finances effectively. Whether you're opening a new account, seeking a loan, or simply need financial advice, our friendly and professional staff is here to assist you every step of the way. Visit Dime Community Bank today and discover how we can help you achieve your financial goals.

Welcome to Chase Bank, located at 89 Main Street, Sag Harbor, New York 11963. As a leading financial institution, we offer a comprehensive range of services to meet your banking, ATM, and financial needs. Our branch is dedicated to providing exceptional service and support to individuals and businesses alike. At Chase, we understand the importance of managing your finances efficiently. Our Business Banking services are designed to help you optimize cash flow, access tailored credit solutions, and manage payroll effectively. Our team of experienced professionals is here to guide you every step of the way.

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.