Financial Services in Halesite, NY

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1. Colonial Group Metals LLC

Colonial Group Metals LLC

Serving the Halesite Area

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

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

1 E Main St, Patchogue, NY 11772

CLOSED 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

3. Sencer Appraisal Associates-Equipment Appraisers

Sencer Appraisal Associates-Equipment Appraisers

Serving the Halesite 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

4. Allison Wasserman, CPA

Allison Wasserman, CPA

Serving the Halesite Area

CLOSED 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. TD Bank

TD Bank

517 Larkfield Rd, East Northport, NY 11731

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

From Business: TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and…

YP
52 Years
in Business

7. Freedom Mortgage

Freedom Mortgage

175 Pinelawn Rd Suite 303/304, Melville, NY 11747

CLOSED NOW:8:00 am - 7:00 pm

From Business: Customers first: Our company prides itself on its ability to satisfy our borrower's needs. Our goal is to make the loan process as simple and worry-free as possible. We offer…

8. Suffolk Credit Union

Suffolk Credit Union

6150 Jericho Tpke, Commack, NY 11725

CLOSED NOW:8:00 am - 6:00 pm

"I had a horrible experience in the commack location. I delt with Blanca and all she did was lie to me and made it so I couldn't get my credit card which I was already approved…"

YP
58 Years
in Business

9. Christopher J Fucci - Financial Advisor, Ameriprise Financial Services

Christopher J Fucci - Financial Advisor, Ameriprise Financial Services

150 Broadhollow Rd Ste 205, Melville, NY 11747

CLOSED NOW:8:00 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…

10. Shore Funding Solutions Inc.

Shore Funding Solutions Inc.

2 Huntington Quad Ste 1N15, Melville, NY 11747

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

From Business: Shore Funding is the one-stop lending source that can help your small business, especially when banks will not. We work closely with top-tier underwriters to create flexible…

YP
11 Years
in Business

12. Suffolk Credit Union

Suffolk Credit Union

1282 Motor Pkwy, Islandia, NY 11749

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

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…

YP
58 Years
in Business

13. Fusion Automotive Finance

Fusion Automotive Finance

1818 Pacific St, Hauppauge, NY 11788

CLOSED NOW:9:00 am - 7:00 pm
YP
16 Years
in Business

14. American Home Mortgage

American Home Mortgage

538 Broadhollow Rd, Melville, NY 11747

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

From Business: American Home Mortgage is one of the nation s leading mortgage lenders. The company believes it is the right and destiny of every American to own a home and it is proud of the…

YP
37 Years
in Business

15. Citi ATM

Citi ATM

78 Carleton Ave, Central Islip, NY 11722

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

From Business: Citi is a financial services company, which offers a range of financial products and services, including Citi’s digital banking services, mortgage products, personal loans, and…

16. Merchant Capital Access / Bcmone

Merchant Capital Access / Bcmone

525 Broadhollow Rd Ste 200, Melville, NY 11747

CLOSED NOW:8:30 am - 5:30 pm
YP
17 Years
in Business

18. Edward Jones - Financial Advisor: Lizbeth K Lindley

Edward Jones - Financial Advisor: Lizbeth K Lindley

160 E Main St, Huntington, NY 11743

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

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

19. Chase Bank

Chase Bank

295 New York Ave, Huntington, NY 11743

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.

20. Diapoules & Feinstein CPAs

Diapoules & Feinstein CPAs

900 Walt Whitman Rd, Melville, NY 11747

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

From Business: Diapoules & Feinstein CPAs provides accounting, auditing, tax resolution, consulting and more to the Melville, NY area.

YP
36 Years
in Business

21. Wells Fargo Advisors

Wells Fargo Advisors

68 S Service Rd Ste 200, Melville, NY 11747

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…

22. Stephen Bornet

Stephen Bornet

324 S Service Rd, Melville, NY 11747

CLOSED NOW:8:00 am - 5:00 pm

From Business: Meet Stephen Bishop, your dedicated loan officer based in Melville. Specializing in personalized mortgage solutions for repeat home buyers, first-time buyers, real estate…

23. Edward Jones - Financial Advisor: Katherine Kanes, CFP®

Edward Jones - Financial Advisor: Katherine Kanes, CFP®

160 E Main St, Huntington, NY 11743

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

24. Edward Jones - Financial Advisor: Lizbeth K Lindley, CFP®|AAMS™

Edward Jones - Financial Advisor: Lizbeth K Lindley, CFP®|AAMS™

160 E Main St, Huntington, NY 11743

CLOSED NOW:9:00 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
103 Years
in Business

25. Glenn Haberfield - Wilmington Advisors @ M&T

Glenn Haberfield - Wilmington Advisors @ M&T

182 E Main St, Huntington, NY 11743

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

From Business: Glenn provides one-on-one guidance tailored to your specific financial situation, goals, and needs. By considering your circumstances, risk tolerance, and aspirations, he…

26. Edward Jones - Financial Advisor: Vincent E Sama, AAMS™

Edward Jones - Financial Advisor: Vincent E Sama, AAMS™

26 Gerard St, Huntington, NY 11743

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

27. Jovia Financial Credit Union

Jovia Financial Credit Union

356 New York Ave, Huntington, NY 11743

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

From Business: Why us? Because with Jovia on your side you can save more, earn more and lead the life you want with convenience and optimism. That’s why we call it banking on the bright side.…

YP
87 Years
in Business

28. Protective Wealth Consultants - Ameriprise Financial Services

Protective Wealth Consultants - Ameriprise Financial Services

7 E Carver St, Huntington, NY 11743

CLOSED NOW:7:30 am - 5:00 pm

From Business: At Protective Wealth Consultants, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important.…

29. Thomas Easow - Financial Advisor, Ameriprise Financial Services

Thomas Easow - Financial Advisor, Ameriprise Financial Services

7 E Carver St, Huntington, NY 11743

CLOSED NOW:8:00 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. Giuseppe Gigliotti - Financial Advisor, Ameriprise Financial Services

Giuseppe Gigliotti - Financial Advisor, Ameriprise Financial Services

7 E Carver St, Huntington, NY 11743

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…

We found 1274 results for Financial Services in or near Halesite, NY.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Financial Planners. 45 of these businesses have an A/A+ BBB rating. 15 of the rated businesses have 4+ star ratings.


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