Financial Planners in Port Jefferson, NY
1. Wells Fargo Advisors
70 N Country Rd Ste 301, Port Jefferson, NY 11777
From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…
2. Anthony C. Barone - Financial Advisor, Ameriprise Financial Services
100 S Jersey Ave Unit 11, East Setauket, NY 11733
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…
3. Frey Bitzas Colette Cfp
249 Main St, East Setauket, NY 11733
4. O'Brien Francis
100 S Jersey Ave Unit 3, East Setauket, NY 11733
5. Edward Jones - Financial Advisor: Michael R Sceiford, CFP®
640 Belle Terre Rd Ste B, Port Jefferson, NY 11777
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…
6. Ubs Financial Service
100 Mariners Way Unit A, Port Jefferson, NY 11777
7. Morgan Stanley Wealth Management
306 Main St, Port Jefferson, NY 11777
8. Fortitud Investiment
417 E Main St Ste 300, Port Jefferson, NY 11777
9. Morgan Stanley
414 Main St, Port Jefferson, NY 11777
10. LPL Financial
60 N Country Rd Ste 103, Port Jefferson, NY 11777
11. Barnes & Sherry
5225 Nesconset Hwy Ste 43, Port Jefferson Station, NY 11776
12. Annuity General
Serving the Port Jefferson Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
13. Cleared Credit Service
4747-28 Nesconset Hwy, Port Jefferson Station, NY 11776
From Business: About Us Today is a different world. Today credit repair is essential not only for purchasing homes, cars, etc., but also for jobs, insurance, and a number of other things.…
14. Charles Schwab
271 Route 25a, Mount Sinai, NY 11766
15. Federmann Financial Services
Rocky Point, NY 11778
From Business: 745 Route 25A Suite C, PO Box 5729, Rocky Point NY 11778
18. Andre Williams Financial Professional
Serving the Port Jefferson Area
19. American Capital Partners LLC
Serving the Port Jefferson Area
From Business: American Capital Partners, LLC has provided information pursuant to SEC Rule(s) 605 and 606 that requires firms to make publicly available, quarterly reports on the firm's…
20. Old Field Advisors
5 Shaker Hollow Rd, Setauket, NY 11733
21. S Mtb Financial Group
45 Research Way, East Setauket, NY 11733
22. Comprehensive Financial
Serving the Port Jefferson Area
23. C Frey-Bitzas-Certified Financial Planner
7 Carriage Ln, Setauket, NY 11733
24. Allstate Personal Financial Representative: Thomas Sinnott
248 Middle Country Rd Ste 260, Selden, NY 11784
25. Allstate Personal Financial Representative: Nathan Lemberg
872 Middle Country Rd, Saint James, NY 11780
26. Old Field Financial Services Corp
68 N Country Rd, Smithtown, NY 11787
27. Jessica LaForge CPA MBA
15 Maureen Ln, Stony brook, NY 11790
From Business: Accounting, payroll and bookkeeping solutions for Long Island small businesses
28. Fidelity Investments
142 New Moriches Rd, Lake Grove, NY 11755
From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…
29. Barnum Financial Group
16 Lt John Olsen Ln, Saint James, NY 11780
30. Securities America Inc
1919 Middle Country Rd, Centereach, NY 11720