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Map of Oak Beach, NY

Retirement Planning Services in Oak Beach, NY

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1. Zoom Reverse Mortgage

Zoom Reverse Mortgage

Serving the Oak Beach 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…

3. Devivo Associates Inc

Devivo Associates Inc

718 Union Blvd, West Islip, NY 11795

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

From Business: When I started this agency I decided to have a agency that would embrace the community and all people. My commitment was to give you the best advice and avail myself not only…

4. Edward Jones - Financial Advisor: Eric P Bencivenga

Edward Jones - Financial Advisor: Eric P Bencivenga

400 W Main St Ste 105, Babylon, NY 11702

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

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

6. Raymond James - Financial Advisor - Scott Abraham

Raymond James - Financial Advisor - Scott Abraham

East Hampton, NY 11937

OPEN 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…

7. Ackerly Insurance Agency

Ackerly Insurance Agency

Serving the Oak Beach Area

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

9. 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

11. Kershaw Financial Services

Kershaw Financial Services

200 Carleton Ave Suite 1, East Islip, NY 11730

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

From Business: Come in for your free financial consultation today. Appointments upon request. Extended hours during tax season.

YP
40 Years
in Business

12. Bayview Economic Solutions Team

Bayview Economic Solutions Team

130 Orinoco Dr, Brightwaters, NY 11718

OPEN 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

16. Eugenia Morezzi

Eugenia Morezzi

1111 Broadhollow Rd Ste 355, Farmingdale, NY 11735

Amenities:
Wheelchair accessible

26. Usi Holdings

Usi Holdings

125 Froehlich Farm Blvd, Woodbury, NY 11797

27. Allstate Insurance Agent: Greg Sinacori

Allstate Insurance Agent: Greg Sinacori

100 Crossways Park Dr W, Woodbury, NY 11797

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

From Business: As a Personal Financial Representative in Woodbury, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an…

YP
25 Years
in Business

28. Planning Financial Futures Inc

Planning Financial Futures Inc

1895 Walt Whitman Rd Ste 6, Melville, NY 11747

OPEN 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…

29. Pelkonen, Allan, AGT

Pelkonen, Allan, AGT

445 Broadhollow Rd, Melville, NY 11747

OPEN 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…

30. Excomp Asset Management Ltd

Excomp Asset Management Ltd

425 Broadhollow Rd, Melville, NY 11747

From Business: Independent investment management and retirement consulting.