Financial Planners in Setauket, NY

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2. Anthony C. Barone - Financial Advisor, Ameriprise Financial Services

Anthony C. Barone - Financial Advisor, Ameriprise Financial Services

100 S Jersey Ave Unit 11, East Setauket, NY 11733

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…

5. Edward Jones - Financial Advisor: Anthony J Vann Rubino

Edward Jones - Financial Advisor: Anthony J Vann Rubino

100 S Jersey Ave Unit 42, East Setauket, NY 11733

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…

6. Annuity General

Annuity General

Serving the Setauket Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

7. Wells Fargo Advisors

Wells Fargo Advisors

70 N Country Rd Ste 301, Port Jefferson, NY 11777

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…

8. Cleared Credit Service

Cleared Credit Service

4747-28 Nesconset Hwy, Port Jefferson Station, NY 11776

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

From Business: About Us Today is a different world. Today credit repair is essential not only for purchasing homes, cars, etc., but also for jobs, insurance, and a number of other things.…

9. Charles Schwab

Charles Schwab

2095 Smith Haven Plz, Lake Grove, NY 11755

OPEN NOW:8:30 am - 5:00 pm

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,…

10. 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

14. Fidelity Investments

Fidelity Investments

142 New Moriches Rd, Lake Grove, NY 11755

OPEN NOW:8:30 am - 5:00 pm

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

YP
60 Years
in Business
Amenities:
Wheelchair accessible

15. Jessica LaForge CPA MBA

Jessica LaForge CPA MBA

15 Maureen Ln, Stony brook, NY 11790

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

From Business: Accounting, payroll and bookkeeping solutions for Long Island small businesses

YP
11 Years
in Business

18. Ubs Financial Service

Ubs Financial Service

100 Mariners Way Unit A, Port Jefferson, NY 11777

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

21. Barnes & Sherry

Barnes & Sherry

5225 Nesconset Hwy Ste 43, Port Jefferson Station, NY 11776

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

24. American Capital Partners LLC

American Capital Partners LLC

Serving the Setauket 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…

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. 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…

27. 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…

28. 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…

29. 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…

30. 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…

We found 222 results for Financial Planners in or near Setauket, 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 Bohemia, Hauppauge, and Huntington.