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State DirectoryFinancial Services in Water Mill, NY
1. Colonial Group Metals LLC
Serving the Water Mill Area
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
Serving the Water Mill 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…
3. William J. O'Neill Sales Exchange Co., Inc.
1 E Main St, Patchogue, NY 11772
"HONEST AND FAIR BUSINESS,VERY DISCRETE.iT'S NO WONDER THEY HAVE BEEN IN BUSINESS FOR 35 YEARS."
4. The Document Center Inc
Serving the Water Mill Area
From Business: We are a full service company preparing, notarizing, and recording documents. We offer fast, low cost, service with no escrow or title fees. Title policies are available but…
5. Allison Wasserman, CPA
Serving the Water Mill Area
From Business: * Call to Schedule an Appointment * Over 20 Years of Professional Experience * Tax Preparation for Individuals and Business
6. Halcyon Financial Partners - Ameriprise Financial Services
50 Station Rd Bldg 6, Water Mill, NY 11976
From Business: At Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…
7. Bob Sutton - Financial Advisor, Ameriprise Financial Services
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…
8. Peter Goldberg - Financial Advisor, Ameriprise Financial Services
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…
9. Michael Laliberte - Financial Advisor, Ameriprise Financial Services
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. Suffolk Credit Union
850 County Road 39, Southampton, NY 11968
From Business: We're interested in helping people prosper. Our team members are your neighbors, so we're all invested in making life better around here. And as a credit union, we're a…
13. Chase Bank
89 Main St, Sag Harbor, NY 11963
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.
14. TD Bank
191 W Montauk Hwy, Hampton Bays, NY 11946
"I opened an acct. at the Hampton Bays, NY branch. I was so impressed with the staff, the bank hours. It's just a great bank to do business with. I actually closed an account…"
15. Charles Schwab
16 Hill St Ste 6, Southampton, NY 11968
From Business: Schwab offers the investing and financial guidance you need to make smart decisions, plus a range of investment services, including online investing.
16. Wells Fargo Advisors
67 Hampton Rd, Southampton, NY 11968
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…
17. U.S. Bank
16 Hampton Rd, Southampton, NY 11968
From Business: No matter where you are in the home buying process, I can help. As a mortgage loan officer right here in Southampton, I work with you to help you find the right mortgage for…
18. Jonathan Kosow - M&T Bank
295 N Sea Rd Ste 101, Southampton, NY 11968
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,…
19. Bryan Manganiello - Chase Home Lending Advisor - NMLS ID 12605
60 Main St, Southampton, NY 11968
From Business: Bryan proudly serves clients in the Southampton, NY area. Bryan has 11 years of experience as a Senior Home Lending Advisor and specializes in preapproval, lending to…
20. HSBC
25 Nugent St, Southampton, NY 11968
From Business: You can tell our ATMs how you like your money, and they won't forget. Choose your denominations, language and receipt preferences with Chase QuickChoice.
21. Meredith Diamond - Financial Advisor, Ameriprise Financial Services
1673 County Road 39, Southampton, NY 11968
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…
22. Christian Greco - Financial Advisor, Ameriprise Financial Services
1673 County Road 39, Southampton, NY 11968
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…
23. Peter Kern - Financial Advisor, Ameriprise Financial Services
1673 County Road 39, Southampton, NY 11968
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…
24. Carnegie Investment Counsel
78 Main St # 13, Sag Harbor, NY 11963
From Business: Carnegie Investment Counsel specializes in Custom Investment Management, Wealth Management, Financial Planning, and Corporate Retirement Plan Services. With a financial…
25. Meredith Diamond - Financial Advisor, Ameriprise Financial Services
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…
26. James Covell - RBC Wealth Management Financial Advisor
223 W Montauk Hwy Ste 206, Hampton Bays, NY 11946
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
27. Jason Newman - RBC Wealth Management Financial Advisor
223 W Montauk Hwy Ste 206, Hampton Bays, NY 11946
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
28. Covell / DiConza / Newman Group
223 W Montauk Hwy Ste 206, Hampton Bays, NY 11946
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
29. Joseph Jamison - RBC Wealth Management Financial Advisor
223 W Montauk Hwy Ste 206, Hampton Bays, NY 11946
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
30. Alexandra Cavallaro - RBC Wealth Management Financial Advisor
223 W Montauk Hwy Ste 206, Hampton Bays, NY 11946
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…