Financial Planners in Saint James, NY
1. Charles Schwab
2095 Smith Haven Plz, Lake Grove, NY, 11755
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
2. Ameriprise Financial
36 Twixt Hills Rd, Saint James, NY, 11780
3. Old Field Financial Services Corp
68 N Country Rd, Smithtown, NY, 11787
4. Edward Jones - Financial Advisor: Ed Fernandez
222 E Main St Ste 318, Smithtown, NY, 11787
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…
5. Cristian Foronda
621 Lake Ave, Saint James, NY, 11780
From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…
6. Jessica LaForge CPA MBA
15 Maureen Ln, Stony brook, NY, 11790
From Business: Accounting, payroll and bookkeeping solutions for Long Island small businesses
7. Fidelity Investments
142 New Moriches Rd, Lake Grove, NY, 11755
From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…
8. Barnum Financial Group
16 Lt John Olsen Ln, Saint James, NY, 11780
9. Raymond James
285 E Main St Ste 200, Smithtown, NY, 11787
10. CLP Group
732 Smithtown Byp Ste 103, Smithtown, NY, 11787
11. Welikey Financial Planning
195 E Main St, Smithtown, NY, 11787
12. Merrill Lynch Wealth Management
50 Route 111, Smithtown, NY, 11787
From Business: Welcome to Merrill Lynch in Smithtown, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
13. Federmann Financial Services
Rocky Point, NY, 11778
From Business: 745 Route 25A Suite C, PO Box 5729, Rocky Point NY 11778
16. Andre Williams Financial Professional
Serving the Saint James Area
17. American Capital Partners LLC
Serving the Saint James Area
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…
18. Quest Capital & Risk Management, Inc.
23 Bellemeade Ave, Smithtown, NY, 11787
From Business: About Quest Capital & Risk Management, Inc. For those seeking professional knowledge, experience and on-going support to align their investment strategy with their retirement…
19. Paragon Capital Management
10 Edgewood Ave, Smithtown, NY, 11787
From Business: Paragon Capital Management is a registered investment adviser with the United States Securities and Exchange Commission and pursuant to pertinent laws and regulations, also…
20. Rinaldo Crassa, Hendel Wealth Management Group
95 Smithtown Blvd, Smithtown, NY, 11787
From Business: The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When…
21. Jeffrey Hendel, Hendel Wealth Management Group
95 Smithtown Blvd, Smithtown, NY, 11787
From Business: The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When…
22. Capital Financial Planning
50 Route 111 Ste 206, Smithtown, NY, 11787
23. Robert F. Notarfrancesco - Wilmington Advisors @ M&T
1 E Main St, Smithtown, NY, 11787
24. Vested Business Brokers
50 Karl Ave Ste 102, Smithtown, NY, 11787
"Please stay away from this company! Vested Business Brokers is an evil company that has Arbitration agreement that NEVER expires! Even though my contract had expired & I was…"
25. Design Capital Planning Group
122 Route 111, Smithtown, NY, 11787
26. Meridian Financial Co
90 Lawrence Ave Ste 2, Smithtown, NY, 11787
27. Pension Fund Evaluations
2450 Middle Country Rd, Centereach, NY, 11720
28. S Mtb Financial Group
45 Research Way, East Setauket, NY, 11733
29. Securities America Inc
1919 Middle Country Rd, Centereach, NY, 11720
30. UBS Holdings Inc
519 Route 111, Hauppauge, NY, 11788