General Info

Branch Financial Services, Inc. is a full-service financial planning firm that has been serving clients in the Setauket area for over 50 years. We offer a wide range of financial services, including: * Financial planning * Investment strategies * Retirement planning * Insurance * Estate & legacy planning * Wealth management * Tax planning * Saving for college We are committed to providing our clients with the highest level of service and personalized attention. We understand that each client is unique, and we tailor our services to meet their specific needs. We are confident that we can help you achieve your financial goals. Contact us today to learn more about how we can help you.