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Map of Port Jefferson Station, NY

Financial Planning Consultants in Port Jefferson Station, NY

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1. Coastline Wealth Management

Coastline Wealth Management

414 Main St Ste 302, Port Jefferson, NY 11777

From Business: At Coastline Wealth Management, we offer our clients a full suite of services, considering tax efficiency, long-term wealth creation, and most importantly, your unique goals…

2. Barnes & Sherry

Barnes & Sherry

5225 Nesconset Hwy Ste 43, Port Jefferson Station, NY 11776

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

3. James L Weimar & Associates

James L Weimar & Associates

5225 Nesconset Hwy, Port Jefferson Station, NY 11776

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

5. O'hara Company

O'hara Company

1125 Route 112 Ste 5, Port Jefferson Station, NY 11776

8. Life Style Planning

Life Style Planning

4513 Nesconset Hwy, Port Jefferson Station, NY 11776

9. M & G Asset Management Corp

M & G Asset Management Corp

640 Belle Terre Rd, Port Jefferson, NY 11777

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

15. Kevin McGrane CMFC Financl

Kevin McGrane CMFC Financl

655 Route 25a, Mount Sinai, NY 11766

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

16. Weisman & Co., CPA's

Weisman & Co., CPA's

170 N Country Rd, Port Jefferson, NY 11777

OPEN NOW:9:00 am - 5:30 pm

From Business: Weisman & Co., CPA's holds the hands of our clients to help them resolve all their personal, business and financial needs. We take pride in our work and truly care about…

17. Wells Fargo Advisors

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…

18. Webster Bank

Webster Bank

1015 Route 112, Port Jefferson Station, NY 11776

OPEN NOW:9:00 am - 4:00 pm

From Business: Since our beginning in 1935, Webster Bank, a community-minded and values-guided bank, has maintained a commitment to starting every relationship by listening to what matters…

19. Edward Jones - Financial Advisor: Michael R Sceiford, CFP®

Edward Jones - Financial Advisor: Michael R Sceiford, CFP®

640 Belle Terre Rd Ste B, Port Jefferson, NY 11777

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
102 Years
in Business

20. Tarver, Cody Tarver

Tarver, Cody Tarver

86 Nesconset Hwy, Port Jefferson Station, NY 11776

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

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…

21. Express Line Insurance Agency

Express Line Insurance Agency

621 Route 25a, Mount Sinai, NY 11766

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

From Business: State laws mandate that drivers have auto insurance in all of the Island located in Mount Sinai, In suffolk County, NY. Make sure youre covered! We offer affordable rates for…

YP
87 Years
in Business

22. Tarver, Cody

Tarver, Cody

620 Route 25a, Mount Sinai, NY 11766

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

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…

24. Access Brokerage

Access Brokerage

14 Roosevelt Ave, Port Jefferson Station, NY 11776

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