The 30 Best Wealth planning solutions in Stony Brook, New York

11 results found

Edward Jones - Financial Advisor: Michael Christodoulou, ChFC®|AAMS™|CRPC™|CRPS™ is a reputable finance institution located at 97F Main Street in Stony Brook, New York, United States. Michael Christodoulou, a highly qualified and experienced financial advisor, offers a range of services to help clients achieve their financial goals. With certifications including ChFC®, AAMS™, CRPC™, and CRPS™, clients can trust in his expertise and professionalism. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Michael Christodoulou and Edward Jones are dedicated to providing personalized financial solutions tailored to your individual needs.

Komich Capital Advisors is a finance institution located at 207 Hallock Road in Stony Brook, New York, United States. Specializing in helping families, businesses, and individuals grow and preserve wealth through custom investment strategies, Komich Capital Advisors takes the time to understand each client's financial goals and create a personalized roadmap to guide them on their financial journey. With a focus on avoiding taxes, protecting against unexpected events, and preparing for the future, Komich Capital Advisors offers independent financial advice to help clients maximize the impact of their savings on their families, community, and future quality of life. Contact us today to take the first step towards growing and protecting your wealth.

BizWorx Financial Inc is a leading accounting and finance institution located at 1352 Stony Brook Road in Stony Brook, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, budgeting, and consulting. We are committed to helping our clients achieve their financial goals and make informed decisions. Visit us today to see how we can help you manage your finances effectively.

Compass Asset Management Group is a leading finance institution located at 100 Stony Brook Court in Newburgh, New York, United States. With a team of experienced financial professionals, Compass Asset Management Group offers a wide range of investment and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, Compass Asset Management Group can provide personalized solutions to meet your needs. Trust in Compass Asset Management Group to guide you towards a secure financial future.

The Captiva Group is a finance institution located at 500 Stony Brook Court in Newburgh, New York, United States. They offer a flexible and customizable planning approach to help investors thrive and succeed. The institution provides insights from Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments. Please note that by visiting their website, you will be leaving the Wells Fargo Advisors website and entering a privately owned site that is not affiliated with Wells Fargo Advisors or its companies. It is recommended to review the third-party's policies and terms and conditions before proceeding.

Welcome to the practice of Dr. David Horowitz MD, where patient care is redefined through personalized, attentive, and proactive healthcare. Located at 2 Brooksite Drive, Suite 210, in Smithtown, New York, Dr. Horowitz offers a unique concierge medical experience that prioritizes quality over quantity. With an emphasis on listening and understanding, Dr. Horowitz ensures that every patient receives the best possible care tailored to their individual needs. As a primary care physician, Dr. Horowitz integrates the latest advancements in medicine with a personal touch, providing a relaxed and unhurried environment. His smaller patient base allows for longer visits, minimal waiting times, and direct access to his expertise, including 24/7 availability on his personal cell phone. This approach fosters early recognition of health issues and timely initiation of treatment, enhancing overall patient outcomes.

Welcome to William Berg, MD, a leading urology practice located at 500 Commack Road, Commack, New York. Dr. William Berg is a highly skilled and compassionate urologist committed to the science of medicine and the art of healing. With a medical degree from New York Medical College and specialized training at Stony Brook University Hospital and the Warren Alpert Medical School of Brown University, Dr. Berg brings a wealth of expertise to his patients. Specializing in male fertility, sexual dysfunction, and microsurgery, Dr. Berg is dedicated to helping men build families and manage issues related to sexual health and low testosterone. He understands the sensitivity of these topics and strives to create a welcoming, non-judgmental environment where patients feel comfortable discussing their concerns.

Welcome to the practice of Thomas R. O'Donnell, MD, a distinguished otolaryngologist serving the Islandia, New York community with unparalleled expertise and compassionate care. Located conveniently at Islandia, NY 11749, Dr. O'Donnell is dedicated to providing top-notch medical services in the field of ear, nose, and throat (ENT) health. Dr. O'Donnell's impressive educational background includes a Bachelor of Science in Biology from the State University of New York at Stony Brook and a medical degree from the State University of New York at Buffalo School of Medicine and Biomedical Sciences. He honed his surgical skills during his internship and residency in Otolaryngology at Penn State Geisinger Medical Center.

Welcome to Laura Blasberg Law, PLLC Located in the heart of Stony Brook, New York, Laura Blasberg Law, PLLC offers expert legal and financial services tailored to meet your unique needs. Situated at 29 Woodfield Road, our firm is dedicated to providing comprehensive solutions in the realms of accounting, finance, and law.

Welcome to Transfitnation, your premier destination for personal fitness and health in Smithtown, New York. Located at 20 Gilbert Avenue, our state-of-the-art facility offers a comprehensive range of training services designed to help you achieve your health and fitness goals. Whether you're looking to lose weight, tone up, get stronger, or simply eat smarter, our expert team is here to guide you every step of the way. At Transfitnation, we offer a variety of training options to suit your needs, including One-On-One Training, Partner Training, Group Training, Habit Coaching, Online Training, and Hybrid Training. Our personalized approach ensures that every workout is tailored to your unique goals, abilities, and fitness levels. Join us to improve your cardiovascular, musculoskeletal, and mental health through targeted exercise and nutrition plans.

Welcome to Prudential, your trusted real estate agency located in the heart of Stony Brook, New York. Situated in the vibrant community of 11790, we specialize in providing exceptional real estate services tailored to meet your unique needs. Whether you're buying, selling, or renting, our team of dedicated professionals is committed to guiding you through every step of the process with expertise and integrity. At Prudential, we pride ourselves on our deep local knowledge and personalized approach, ensuring that you find the perfect property or achieve the best value for your investment. Explore the possibilities with us and experience the Prudential difference today. Your dream home awaits!