Financial Planners in Bay Shore, NY

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1. Brownstone Diversified Solutions

Brownstone Diversified Solutions

1627 N Thompson Dr, Bay Shore, NY 11706

OPEN NOW:9:00 am - 7:00 pm

"I used Brownstone to refinance my Mortgage and get a better rate. Even though the market was in a bad financial climate the individuals at Brownstone insured that I got the…"

YP
15 Years
in Business

2. 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

3. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

540 Montauk Hwy, West Islip, NY 11795

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

From Business: Welcome to Merrill Lynch in West Islip, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
111 Years
in Business

4. Allstate Personal Financial Representative: Craig Mehlsack

Allstate Personal Financial Representative: Craig Mehlsack

1135 Deer Park Ave, North Babylon, NY 11703

CLOSED NOW:10:00 am - 5:00 pm

From Business: I help people protect their families and reach their financial goals and build there retirement. Allstate has plenty of solutions available.

5. Allstate Personal Financial Representative: COLLETTE MORGAN

Allstate Personal Financial Representative: COLLETTE MORGAN

375 Commack Rd Ste 206, Deer Park, NY 11729

OPEN NOW:9:00 am - 6:00 pm

From Business: As a Personal Financial Representative in Deer Park, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each…

6. Federmann Financial Services

Federmann Financial Services

Rocky Point, NY 11778

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

From Business: 745 Route 25A Suite C, PO Box 5729, Rocky Point NY 11778

YP
19 Years
in Business

7. Andre Williams Financial Professional

Andre Williams Financial Professional

Serving the Bay Shore Area

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

From Business: I help individuals and business who are frustrated, because of the insurance product or service they have or been offered they are unsure if it fits their needs. I help…

9. Christopher Ortiz

Christopher Ortiz

Melville, NY 11747

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

12. 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

13. Derek Lundquist - Thrivent

Derek Lundquist - Thrivent

77 Deer Park Ave, Babylon, NY 11702

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Derek Lundquist is committed to providing financial advice,…

14. American Capital Partners LLC

American Capital Partners LLC

Serving the Bay Shore Area

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

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…

15. Robert Alster - Financial Advisor, Ameriprise Financial Services

Robert Alster - Financial Advisor, Ameriprise Financial Services

201 Moreland Rd Ste 2, Hauppauge, NY 11788

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…

16. Christopher Tong - Private Wealth Advisor, Ameriprise Financial Services

Christopher Tong - Private Wealth Advisor, Ameriprise Financial Services

201 Moreland Rd Ste 2, Hauppauge, NY 11788

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…

17. Aaron David Schenkman - Financial Advisor, Ameriprise Financial Services

Aaron David Schenkman - Financial Advisor, Ameriprise Financial Services

1174 Veterans Hwy, Hauppauge, NY 11788

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…

18. Eric W Szczurowski - Private Wealth Advisor, Ameriprise Financial Services

Eric W Szczurowski - Private Wealth Advisor, Ameriprise Financial Services

1174 Veterans Hwy, Hauppauge, NY 11788

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…

19. Evan Branfman - Private Wealth Advisor, Ameriprise Financial Services

Evan Branfman - Private Wealth Advisor, Ameriprise Financial Services

1174 Veterans Hwy, Hauppauge, NY 11788

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…

20. Jonathan Kuttin - Private Wealth Advisor, Ameriprise Financial Services

Jonathan Kuttin - Private Wealth Advisor, Ameriprise Financial Services

1174 Veterans Hwy, Hauppauge, NY 11788

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…

21. John Gleeson - Private Wealth Advisor, Ameriprise Financial Services

John Gleeson - Private Wealth Advisor, Ameriprise Financial Services

1174 Veterans Hwy, Hauppauge, NY 11788

OPEN NOW:8:00 am - 6:00 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…

22. Brendan Whitehead - Financial Advisor, Ameriprise Financial Services

Brendan Whitehead - Financial Advisor, Ameriprise Financial Services

1174 Veterans Hwy, Hauppauge, NY 11788

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. Cathy Wear - Financial Advisor, Ameriprise Financial Services

Cathy Wear - Financial Advisor, Ameriprise Financial Services

1174 Veterans Hwy, Hauppauge, NY 11788

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. Jason Bailey - Financial Advisor, Ameriprise Financial Services

Jason Bailey - Financial Advisor, Ameriprise Financial Services

1174 Veterans Hwy, Hauppauge, NY 11788

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…

25. Ivy Peterson - Private Wealth Advisor, Ameriprise Financial Services

Ivy Peterson - Private Wealth Advisor, Ameriprise Financial Services

800 Veterans Hwy Ste 100, Hauppauge, NY 11788

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…

26. Matt Nuccio - Financial Advisor, Ameriprise Financial Services

Matt Nuccio - Financial Advisor, Ameriprise Financial Services

1 Corporate Dr Ste 202, Bohemia, NY 11716

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…

27. Brian McCormick - Financial Advisor, Ameriprise Financial Services

Brian McCormick - Financial Advisor, Ameriprise Financial Services

1 Corporate Dr Ste 202, Bohemia, NY 11716

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…

28. Gary Nuccio - Private Wealth Advisor, Ameriprise Financial Services

Gary Nuccio - Private Wealth Advisor, Ameriprise Financial Services

1 Corporate Dr Ste 202, Bohemia, NY 11716

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…

29. Joseph Marinaccio - Financial Advisor, Ameriprise Financial Services

Joseph Marinaccio - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY 11747

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…

30. Prudential - Matt Donnino

Prudential - Matt Donnino

324 S Service Rd Ste 10A, Melville, NY 11747

OPEN NOW:9:00 am - 7:00 pm

From Business: PRUDENTIAL - MATT DONNINO Provides Financial Services, Investments and Insurance to the Melville, NY Area.

We found 277 results for Financial Planners in or near Bay Shore, NY.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investment Advisory Service. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Melville, Bohemia, and Jericho. These businesses offer their services in one-or-more of the following languages: and Spanish.