Financial Services in Smithtown, NY

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2. 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

3. Chase Bank

Chase Bank

705 Smithtown Byp, Smithtown, NY 11787

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

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.

4. Suffolk Credit Union

Suffolk Credit Union

6150 Jericho Tpke, Commack, NY 11725

OPEN NOW:8:00 am - 5:00 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

5. Suffolk Credit Union

Suffolk Credit Union

1282 Motor Pkwy, Islandia, NY 11749

OPEN 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

6. Suffolk Credit Union

Suffolk Credit Union

691 Route 25a, Miller Place, NY 11764

OPEN 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

7. E&R Tax and Business Services, Inc.

E&R Tax and Business Services, Inc.

197 E Main St, Patchogue, NY 11772

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

From Business: Mission E&R Tax Inc is committed to providing a complete range of professional tax and accounting services, at affordable fees. We pledge to create an environment that will…

YP
58 Years
in Business

8. Edward Jones - Financial Advisor: Roodmy Cesar

Edward Jones - Financial Advisor: Roodmy Cesar

542 Route 25a Ste A, Saint James, NY 11780

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…

9. 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…

10. Charles Justino - Financial Advisor, Ameriprise Financial Services

Charles Justino - 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…

11. 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…

12. Todd M Petraco - Private Wealth Advisor, Ameriprise Financial Services

Todd M Petraco - 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…

13. 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…

14. Kuttin Wealth Management - Ameriprise Financial Services

Kuttin Wealth Management - Ameriprise Financial Services

1174 Veterans Hwy, Hauppauge, NY 11788

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

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

15. 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…

16. 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…

17. 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…

18. 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…

19. Scott Kaufman - Financial Advisor, Ameriprise Financial Services

Scott Kaufman - 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…

20. 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…

21. 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…

22. Jovia Financial Credit Union

Jovia Financial Credit Union

40 Veterans Memorial Hwy, Commack, NY 11725

OPEN NOW:9:00 am - 5:00 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

23. Jovia Financial Credit Union

Jovia Financial Credit Union

235 Smithtown Blvd, Nesconset, NY 11767

OPEN NOW:9:00 am - 5:00 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

24. Citizens

Citizens

2929 Express Dr N, Islandia, NY 11749

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

From Business: At Citizens Islandia branch, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in…

25. 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

26. Jeff Biscardi - Private Wealth Advisor, Ameriprise Financial Services

Jeff Biscardi - Private Wealth Advisor, Ameriprise Financial Services

2150 Joshuas Path Ste 200, Hauppauge, NY 11788

OPEN 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…

27. Brian G Jacobs - Financial Advisor, Ameriprise Financial Services

Brian G Jacobs - Financial Advisor, Ameriprise Financial Services

2150 Joshuas Path Ste 200, Hauppauge, NY 11788

OPEN NOW:10:00 am - 7:00 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. Robert Alster - Financial Advisor, Ameriprise Financial Services

Robert Alster - Financial Advisor, Ameriprise Financial Services

201 Moreland Rd Ste 2, 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…

29. Christopher Tong - Private Wealth Advisor, Ameriprise Financial Services

Christopher Tong - Private Wealth Advisor, Ameriprise Financial Services

201 Moreland Rd Ste 2, 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. Edward Jones - Financial Advisor: Michael Christodoulou, ChFC®|ABFP®|AAMS®|CRPC™|SE-AWMA®|CRPS™

Edward Jones - Financial Advisor: Michael Christodoulou, ChFC®|ABFP®|AAMS®|CRPC™|SE-AWMA®|CRPS™

97 Main St Ste F, Stony Brook, NY 11790

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

We found 785 results for Financial Services in or near Smithtown, NY.They also appear in other related business categories including Financial Planning Consultants, Loans, and Investment Advisory Service. 11 of the rated businesses have 4+ star ratings.


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