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Map of Setauket, NYMap of Setauket, NY

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…

6. Edward Jones - Financial Advisor: Kyle Piechucki

Edward Jones - Financial Advisor: Kyle Piechucki

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

CLOSED NOW

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…

7. 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…

8. Cody Tarver - TD Wealth Financial Advisor

Cody Tarver - TD Wealth Financial Advisor

86 Nesconset Hwy, Port Jefferson Station, NY, 11776

CLOSED NOW

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

9. 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…

10. Cleared Credit Service

Cleared Credit Service

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

CLOSED NOW

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.…

11. Charles Schwab

Charles Schwab

2095 Smith Haven Plz, Lake Grove, NY, 11755

CLOSED NOW

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,…

12. Federmann Financial Services

Federmann Financial Services

Rocky Point, NY, 11778

CLOSED NOW

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

YP
18 Years
in Business

16. Fidelity Investments

Fidelity Investments

142 New Moriches Rd, Lake Grove, NY, 11755

CLOSED NOW

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…

YP
59 Years
in Business
Amenities:
Wheelchair accessible

17. Jessica LaForge CPA MBA

Jessica LaForge CPA MBA

15 Maureen Ln, Stony brook, NY, 11790

CLOSED NOW

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

YP
10 Years
in Business

18. Cristian Foronda

Cristian Foronda

621 Lake Ave, Saint James, NY, 11780

CLOSED NOW

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…

25. Barnes & Sherry

Barnes & Sherry

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

CLOSED NOW

28. American Capital Partners LLC

American Capital Partners LLC

Serving the Setauket Area

CLOSED NOW

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…

29. National CD Rate Line

National CD Rate Line

608 Middle Country Rd, Middle Island, NY, 11953

CLOSED NOW
YP
27 Years
in Business

30. Mark Peterson - Financial Advisor, Ameriprise Financial Services

Mark Peterson - Financial Advisor, Ameriprise Financial Services

800 Veterans Hwy Ste 100, Hauppauge, NY, 11788

CLOSED NOW

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…