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Map of Captree Island, NY

Financial Planners in Captree Island, NY

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31. Bayview Economic Solutions Team

Bayview Economic Solutions Team

130 Orinoco Dr, Brightwaters, NY 11718

CLOSED NOW:Closed

From Business: We offer families HealthCare Coordination services, helping families navigate the healthcare industry and the coordination of finances and healthcare.

YP
52 Years
in Business

32. Planning Financial Futures Inc

Planning Financial Futures Inc

1895 Walt Whitman Rd Ste 6, Melville, NY 11747

CLOSED NOW:

From Business: Planning Financial Futures, Inc and it's founder/president Jeffrey C. Lewis (CFP, ChFC, LUTCF, RHU, CLU) have 25 years of experience in financial services industry. The company…

33. John Creeron - Financial Advisor, Ameriprise Financial Services

John Creeron - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

34. Wendy Gorman - Financial Advisor, Ameriprise Financial Services

Wendy Gorman - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

35. Beacon Wealth Management, Inc.

Beacon Wealth Management, Inc.

105 Maxess Rd Ste S124, Melville, NY 11747

From Business: Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in…

36. John Bellontine Financial Advisor - Montauk Wealth Management

John Bellontine Financial Advisor - Montauk Wealth Management

105 Maxess Rd Ste 314, Melville, NY 11747

From Business: Selected by Dave Ramsey, John Bellontine is the SmartVestor Pro in your area. I am proud to be a vetted SmartVestor Pro for the Long Island region. I offer complementary…

37. Alex Metzler - Associate Financial Advisor, Ameriprise Financial Services

Alex Metzler - Associate Financial Advisor, Ameriprise Financial Services

1 Huntington Quad Ste 3N15, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

38. Maria G DeGennaro - Financial Advisor, Ameriprise Financial Services

Maria G DeGennaro - Financial Advisor, Ameriprise Financial Services

445 Broadhollow Rd Ste 317, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

39. Arete Wealth Management

Arete Wealth Management

425 Broadhollow Rd, Melville, NY 11747

CLOSED NOW:

From Business: We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and…

40. Cody Tarver - TD Wealth Financial Advisor

Cody Tarver - TD Wealth Financial Advisor

324 S Service Rd 3rd Fl, Melville, NY 11747

CLOSED NOW:Closed

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

41. Joseph Ossandon - TD Wealth Financial Advisor

Joseph Ossandon - TD Wealth Financial Advisor

324 S Service Rd 3rd Fl, Melville, NY 11747

CLOSED NOW:Closed

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

42. William McConville - TD Wealth Financial Advisor

William McConville - TD Wealth Financial Advisor

324 S Service Rd, Melville, NY 11747

CLOSED NOW:Closed

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

43. Alain Martin - TD Wealth Financial Advisor

Alain Martin - TD Wealth Financial Advisor

324 S Service Rd 3rd Fl, Melville, NY 11747

CLOSED NOW:Closed

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

44. Northeast Risk Managament Group Inc

Northeast Risk Managament Group Inc

640 Fulton St Ste 7, Farmingdale, NY 11735

OPEN NOW:8:00 am - 10:00 pm

From Business: We are a purpose-driven company advancing your financial health so you can boldly pursue your purpose. It’s our mission to drive financial outcomes in your life not just…

45. Allstate Personal Financial Representative: David Bonner

Allstate Personal Financial Representative: David Bonner

749 Wantagh Ave, Wantagh, NY 11793

CLOSED NOW:9:00 am - 1:00 pm

From Business: I have represented Allstate since 2012 serving and helping protect our community with Allstate’s products and services.

49. Lawrence D Sangirardi - Private Wealth Advisor, Ameriprise Financial Services

Lawrence D Sangirardi - Private Wealth Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

50. Paul R Trause - Financial Advisor, Ameriprise Financial Services

Paul R Trause - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

51. Thomas J Morra - Financial Advisor, Ameriprise Financial Services

Thomas J Morra - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

52. Philip Von Arx - Financial Advisor, Ameriprise Financial Services

Philip Von Arx - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY 11747

CLOSED NOW:

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

53. Charles P Albrecht - Financial Advisor, Ameriprise Financial Services

Charles P Albrecht - Financial Advisor, Ameriprise Financial Services

445 Broadhollow Rd Ste 317, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

54. Melody Yr Graham - Associate Financial Advisor, Ameriprise Financial Services

Melody Yr Graham - Associate Financial Advisor, Ameriprise Financial Services

445 Broadhollow Rd Ste 317, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

55. Thomas Augustus Matera - Financial Advisor, Ameriprise Financial Services

Thomas Augustus Matera - Financial Advisor, Ameriprise Financial Services

4510 Merrick Rd, Massapequa, NY 11758

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

56. Gary Marcus, CPA

Gary Marcus, CPA

2965 Bluepoint Ct, Wantagh, NY 11793

OPEN NOW:9:00 am - 9:30 pm

From Business: We Work With Individuals, Businesses, and all corporations Appointments Available Nights and Weekends Last Minute Tax Filing Available

YP
54 Years
in Business

57. Michael Beall - Financial Advisor, Ameriprise Financial Services

Michael Beall - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY 11747

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

58. Sean Bostwick - Financial Advisor, Ameriprise Financial Services

Sean Bostwick - Financial Advisor, Ameriprise Financial Services

515 Broadhollow Rd Ste 800, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

59. Michael J O'Keeffe - Financial Advisor, Ameriprise Financial Services

Michael J O'Keeffe - Financial Advisor, Ameriprise Financial Services

1 Huntington Quad Ste 3N15, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

60. Pelkonen, Allan, AGT

Pelkonen, Allan, AGT

445 Broadhollow Rd, Melville, NY 11747

CLOSED NOW:

From Business: The advisor listed is an Ameriprise financial advisor in Melville. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…