Financial Planners in Smithtown, NY

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1. Navigator Financial Inc

Navigator Financial Inc

222 E Main St Ste 206, Smithtown, NY 11787

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

From Business: At Navigator Financial, we’re dedicated to helping our clients navigate the world of finance by understanding their needs and long-term goals. As a trusted financial planner in…

2. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

50 Route 111, Smithtown, NY 11787

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

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…

YP
111 Years
in Business

3. Edward Jones - Financial Advisor: Ed Fernandez

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…

YP
103 Years
in Business

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

Ivy Peterson - Private Wealth Advisor, Ameriprise Financial Services

800 Veterans Hwy Ste 100, Hauppauge, NY 11788

CLOSED 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…

8. 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…

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

Eric W Szczurowski - Private Wealth Advisor, Ameriprise Financial Services

1174 Veterans Hwy, Hauppauge, NY 11788

CLOSED 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…

10. 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…

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

Jonathan Kuttin - Private Wealth Advisor, Ameriprise Financial Services

1174 Veterans Hwy, Hauppauge, NY 11788

CLOSED 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…

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

John Gleeson - Private Wealth Advisor, Ameriprise Financial Services

1174 Veterans Hwy, Hauppauge, NY 11788

CLOSED NOW:8:00 am - 8:00 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…

13. 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…

14. 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…

15. 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…

16. Najala Langlois - Financial Advisor, Ameriprise Financial Services

Najala Langlois - Financial Advisor, Ameriprise Financial Services

800 Veterans Hwy Ste 100, 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…

17. Wells Fargo Advisors

Wells Fargo Advisors

888 Veterans Hwy Ste 230, Hauppauge, NY 11788

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…

18. Sung Moo Cho - Financial Advisor, Ameriprise Financial Services

Sung Moo Cho - Financial Advisor, Ameriprise Financial Services

1174 Veterans Hwy, Hauppauge, NY 11788

CLOSED 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…

19. Ashley Lang - Private Wealth Advisor, Ameriprise Financial Services

Ashley Lang - 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. Claire K Fitz - Private Wealth Advisor, Ameriprise Financial Services

Claire K Fitz - Private Wealth Advisor, Ameriprise Financial Services

1174 Veterans Hwy, Hauppauge, NY 11788

CLOSED 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. David Yawitz - Associate Financial Advisor, Ameriprise Financial Services

David Yawitz - Associate 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…

22. Leo DeBlasio - Financial Advisor, Ameriprise Financial Services

Leo DeBlasio - 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. Larry Sienkiewicz - Financial Advisor, Ameriprise Financial Services

Larry Sienkiewicz - 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. Daniel Peterson - Financial Advisor, Ameriprise Financial Services

Daniel Peterson - 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. Joseph A Giardino - Financial Advisor, Ameriprise Financial Services

Joseph A Giardino - 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…

26. Richard Kenna - Private Wealth Advisor, Ameriprise Financial Services

Richard Kenna - 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…

27. Michael Rossetti - Private Wealth Advisor, Ameriprise Financial Services

Michael Rossetti - 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…

28. Anthony Johnson - Financial Advisor, Ameriprise Financial Services

Anthony Johnson - Financial Advisor, Ameriprise Financial Services

1174 Veterans Hwy Ste 110, 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. Daniel Hohenberg - Financial Advisor, Ameriprise Financial Services

Daniel Hohenberg - 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…

30. Collin Krieg - Associate Financial Advisor, Ameriprise Financial Services

Collin Krieg - Associate 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…

We found 268 results for Financial Planners in or near Smithtown, 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.