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      Financial Services in Shelter Island Heights, NY

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      1. Colonial Group Metals LLC

      Colonial Group Metals LLC
      833-390-5875Call Now
      Financial ServicesGold, Silver & Platinum Buyers & DealersInvestments

      Serving the Shelter Island Heights Area

      OPEN NOW:9:00 am - 8:00 pm

      From Business: When your IRA, 401(k), TSP, or other savings accounts only holds cash, stocks, and bonds, your financial future is exposed to inflation, economic uncertainty, and geopolitical…

      2. Sencer Appraisal Associates-Equipment Appraisers

      Sencer Appraisal Associates-Equipment Appraisers
      888-568-0805Call NowVisit Website
      Financial ServicesAppraisers-Business, Commercial & IndustrialIndustrial Consultants

      Serving the Shelter Island Heights Area

      From Business: Since 1955, Sencer Appraisal Associates has been providing professional tangible asset appraisal services to lenders, tax authorities and business leaders across North America…

      YP
      70 Years
      in Business

      3. William J. O'Neill Sales Exchange Co., Inc.

      William J. O'Neill Sales Exchange Co., Inc.
      631-289-9899Call Now
      Directions
      5.0
      5.0
      Financial ServicesAlternative LoansDiamond Buyers

      1 E Main St, Patchogue, NY 11772

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

      "HONEST AND FAIR BUSINESS,VERY DISCRETE.iT'S NO WONDER THEY HAVE BEEN IN BUSINESS FOR 35 YEARS."

      YP
      52 Years
      in Business

      4. Allison Wasserman, CPA

      Allison Wasserman, CPA
      516-503-1823Call Now
      Financial ServicesAccountants-Certified Public

      Serving the Shelter Island Heights Area

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

      From Business: * Call to Schedule an Appointment * Over 20 Years of Professional Experience * Tax Preparation for Individuals and Business

      6. Chase Bank

      Chase Bank
      631-808-2005Call NowVisit Website
      Directions
      Financial ServicesBanksCommercial & Savings Banks

      89 Main St, Sag Harbor, NY 11963

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

      From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

      7. Rudolph Bruer - Financial Advisor, Ameriprise Financial Services

      Rudolph Bruer - Financial Advisor, Ameriprise Financial Services
      631-765-5100Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersFinancial Planning Consultants

      55000 Route 25, Southold, NY 11971

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

      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…

      8. Carnegie Investment Counsel

      Carnegie Investment Counsel
      917-475-4101Call NowVisit Website
      Directions
      Financial ServicesMutual FundsFinancial Planners

      78 Main St # 13, Sag Harbor, NY 11963

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

      From Business: As a Registered Investment Adviser (RIA), we specialize in delivering personalized financial guidance that empowers you to preserve and grow your wealth, freeing you to focus…

      YP
      51 Years
      in Business

      9. Paul Matuszewski - Chase Home Lending Advisor - NMLS ID 956367

      Paul Matuszewski - Chase Home Lending Advisor - NMLS ID 956367
      631-838-5545Call NowVisit Website
      Directions
      Financial ServicesMortgages

      10300 Main Rd, Mattituck, NY 11952

      From Business: Paul proudly serves clients in the Mattituck, NY area. Paul has 25 years of experience as a Senior Home Lending Advisor and specializes in lending to self-employed clients,…

      10. Meredith Diamond - Financial Advisor, Ameriprise Financial Services

      Meredith Diamond - Financial Advisor, Ameriprise Financial Services
      631-527-7114Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersFinancial Planning Consultants

      67 Main St Ste 1, East Hampton, NY 11937

      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…

      11. Bob Sutton - Financial Advisor, Ameriprise Financial Services

      Bob Sutton - Financial Advisor, Ameriprise Financial Services
      631-458-7050Call NowVisit Website
      Directions
      Financial ServicesFinancial Planners

      50 Station Rd Bldg 6, Water Mill, NY 11976

      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…

      12. Peter Goldberg - Financial Advisor, Ameriprise Financial Services

      Peter Goldberg - Financial Advisor, Ameriprise Financial Services
      631-458-7050Call NowVisit Website
      Directions
      Financial ServicesFinancial Planners

      50 Station Rd Bldg 6, Water Mill, NY 11976

      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…

      13. Michael Laliberte - Financial Advisor, Ameriprise Financial Services

      Michael Laliberte - Financial Advisor, Ameriprise Financial Services
      631-458-7050Call NowVisit Website
      Directions
      Financial ServicesFinancial Planners

      50 Station Rd Bldg 6, Water Mill, NY 11976

      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…

      14. Jonathan Kosow - M&T Bank

      Jonathan Kosow - M&T Bank
      617-510-9446Call NowVisit Website
      Directions
      Financial ServicesMortgagesLoans

      295 N Sea Rd Ste 101, Southampton, NY 11968

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

      From Business: Jonathan Kosow has invested more than 20 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling,…

      15. NSA Group

      NSA Group
      631-876-5172Call Now
      Directions
      Financial ServicesInvestment Advisory Service

      54985 Route 25, Southold, NY 11971

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

      18. Pizzolato Adrienne A

      Pizzolato Adrienne A
      631-329-3208Call Now
      Directions
      Financial Services

      24 Bearing East Rd, East Hampton, NY 11937

      19. Cardona & Company

      Cardona & Company
      631-488-4111Call NowVisit Website
      Directions
      Financial Services

      63 Widener Ln, Southampton, NY 11968

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

      27. Camulus Capital LP

      Camulus Capital LP
      631-613-6474Call Now
      Directions
      Financial Services

      101 Brennans Moor, Water Mill, NY 11976

      We found 115 results for Financial Services in or near Shelter Island Heights, NY.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Investment Advisory Service. 2 of these businesses have an A/A+ BBB rating. 5 of the rated businesses have 4+ star ratings.


      The businesses listed also serve surrounding cities and neighborhoods including and Patchogue. These businesses offer their services in one-or-more of the following languages: French, German, and Hindi.