Retirement Planning Services in Captree Island, NY

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1. Nationwide Insurance: Stephen Patrick Cali

Nationwide Insurance: Stephen Patrick Cali

173 S Wellwood Ave, Lindenhurst, NY 11757

CLOSED NOW:9:00 am - 5:00 pm

From Business: With our agency, you will feel right at home. Our top priority is doing what is best for our members. Whether it is buying a new vehicle or filing a claim, our agency will be…

2. Edward Jones - Financial Advisor: Vince Perrotta, CEPA®|AAMS™|CRPC™|AWMA™

Edward Jones - Financial Advisor: Vince Perrotta, CEPA®|AAMS™|CRPC™|AWMA™

183 S Wellwood Ave, Lindenhurst, NY 11757

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

3. Zoom Reverse Mortgage

Zoom Reverse Mortgage

Serving the Captree Island Area

OPEN 24 HOURS

From Business: A Loan with special features just for seniors. Featuring the Home Equity Conversion Mortgage (HECM) ~ HECM is the only reverse mortgage loan insured by the U.S Federal…

8. Raymond James - Financial Advisor - Scott Abraham

Raymond James - Financial Advisor - Scott Abraham

East Hampton, NY 11937

CLOSED NOW:8:30 am - 5:00 pm

From Business: Since 1987, Scott has been guiding clients through volatile markets and helping them achieve their financial goals. His investment knowledge, strategy and expertise make him…

9. Ackerly Insurance Agency

Ackerly Insurance Agency

Serving the Captree Island Area

CLOSED NOW:9:00 am - 5:00 pm
YP
60 Years
in Business

11. Garguilo & Knight Wealth Management Services LLC

Garguilo & Knight Wealth Management Services LLC

727 N Broadway Ste A4, Massapequa, NY 11758

OPEN 24 HOURS

From Business: We create financial plans providing lifestyle sustaining income for clients of all ages. Put a plan in place today and start living life tomorrow!

YP
25 Years
in Business

16. Bayview Economic Solutions Team

Bayview Economic Solutions Team

130 Orinoco Dr, Brightwaters, NY 11718

CLOSED NOW:9:00 am - 5:00 pm

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

17. Planning Financial Futures Inc

Planning Financial Futures Inc

1895 Walt Whitman Rd Ste 6, Melville, NY 11747

CLOSED NOW:8:30 am - 5:00 pm

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…

18. Pelkonen, Allan, AGT

Pelkonen, Allan, AGT

445 Broadhollow Rd, Melville, NY 11747

CLOSED NOW:9:00 am - 5:00 pm

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…

19. Excomp Asset Management Ltd

Excomp Asset Management Ltd

425 Broadhollow Rd, Melville, NY 11747

From Business: Independent investment management and retirement consulting.

20. Janney Montgomery Scott

Janney Montgomery Scott

395 N Service Rd Ste 411, Melville, NY 11747

CLOSED NOW:8:30 am - 4:30 pm

From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…

28. Prudential Financial

Prudential Financial

445 Broadhollow Rd Ste 405, Melville, NY 11747

CLOSED NOW:9:00 am - 7:00 pm