Financial Services in Sound Beach, NY

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1. Suffolk Credit Union

Suffolk Credit Union

691 Route 25a, Miller Place, NY 11764

CLOSED NOW:Closed

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

2. Chase Bank

Chase Bank

346 Route 25a Ste 20, Rocky Point, NY 11778

CLOSED NOW:Closed

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.

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

4. Edward Jones - Financial Advisor: Michael R Sceiford, CFP®

Edward Jones - Financial Advisor: Michael R Sceiford, CFP®

640 Belle Terre Rd Ste B, Port Jefferson, NY 11777

CLOSED NOW:Closed

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

5. Suffolk Credit Union

Suffolk Credit Union

200 Belle Terre Road St. Charles Hospital, Port Jefferson, NY 11777

CLOSED NOW:Closed

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. Edward Jones - Financial Advisor: Eliel H Pimentel, CFP®

Edward Jones - Financial Advisor: Eliel H Pimentel, CFP®

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

CLOSED NOW:Closed

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

7. Linda M. Eicholz, CPA

Linda M. Eicholz, CPA

3771 Nesconset Hwy Ste 102B, South Setauket, NY 11720

CLOSED NOW:Closed

From Business: Attention Long Islanders! Whether you are a business or an individual looking for accounting services on Long Island, Linda Eicholz, CPA can help. For thorough and confidential…

YP
20 Years
in Business

8. Ridgewood Savings Bank

Ridgewood Savings Bank

541 Boulevard E, Yaphank, NY 11980

CLOSED NOW:Closed

From Business: Founded in 1921, Ridgewood Savings Bank is a strong, stable mutual savings bank with over $7 billion in assets and 36 branches across the New York metropolitan area. Recognized…

9. Absolute Legal Funding

Absolute Legal Funding

2100 Middle Country Rd, Centereach, NY 11720

From Business: Absolute Legal Funding is a provider of litigation funding for plaintiffs and attorneys. Our non recourse funding provides personal injury victims with the money to pay for…

YP
13 Years
in Business

10. Long Island Tax Resolution

Long Island Tax Resolution

1352 Stony Brook Rd, Stony Brook, NY 11790

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

From Business: Unlike many of life's difficulties, IRS problems simply don't go away by themselves. The ugly truth is that they only become worse as time goes on. Penalties accumulate and…

YP
17 Years
in Business

11. 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

12. Fidelity Investments

Fidelity Investments

142 New Moriches Rd, Lake Grove, NY 11755

CLOSED NOW:Closed

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

13. 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…

14. Jovia Financial Credit Union

Jovia Financial Credit Union

235 Smithtown Blvd, Nesconset, NY 11767

CLOSED NOW:Closed

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

16. Thomas Brown CPA PC

Thomas Brown CPA PC

1491 Broadway Ave Unit A, Holbrook, NY 11741

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

From Business: Thomas Brown CPA PC is a highly experienced Long Island medical CPA firm that specializes in working with doctors and other healthcare professionals. When you become our…

YP
21 Years
in Business

17. 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…

18. Edward Jones - Financial Advisor: Joseph J Connors Jr

Edward Jones - Financial Advisor: Joseph J Connors Jr

1067 N Country Rd Ste A, Stony Brook, NY 11790

CLOSED NOW:8:00 am - 5:00 pm

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

19. TD Bank

TD Bank

320 Route 25a, Rocky Point, NY 11778

CLOSED NOW:Closed

From Business: TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and…

20. Gavin Graham - Chase Home Lending Advisor - NMLS ID 38728

Gavin Graham - Chase Home Lending Advisor - NMLS ID 38728

5499 Nesconset Hwy, Mount Sinai, NY 11766

From Business: Gavin proudly serves clients in the Mount Sinai, NY area. Gavin has 25 years of experience as a Senior Home Lending Advisor and specializes in preapproval, lending to…

21. Time Capital Securities Inc

Time Capital Securities Inc

1 Roosevelt Ave, Port Jefferson Station, NY 11776

CLOSED NOW:9:00 am - 4:00 pm

From Business: TimeCapital Securities Corp. executes orders for retail customers and financial institutions. The company is a part of TimeCaptial as well as a member of the Financial Industry…

YP
51 Years
in Business

22. Citi ATM

Citi ATM

4800 Nesconset Hwy, Port Jeff Sta, NY 11776

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

From Business: Citi is a financial services company, which offers a range of financial products and services, including Citi’s digital banking services, mortgage products, personal loans, and…

23. Island Federal Credit Union

Island Federal Credit Union

430 Main St, Setauket, NY 11733

CLOSED NOW:Closed

From Business: Welcome to Island Federal Credit Union East Setauket NY! Enjoy higher savings rates, lower loan rates, & fewer fees than traditional banks. We’re a full-service financial…

24. HSBC

HSBC

300 Main St Ste 1, East Setauket, NY 11733

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

From Business: At Citizens, 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 a smart way or…

25. Middle Island Income Tax & QuickBooks

Middle Island Income Tax & QuickBooks

110 W Bartlett Rd, Middle Island, NY 11953

CLOSED NOW:Closed

From Business: Accounting: Small Business Specialist Accounting Bookkeeping Payroll Income Tax: Tax Preparation Tax Representation Tax Consulting IRS Enroll Agent & Certified QuickBooks…

26. 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…

27. Island Federal Credit Union

Island Federal Credit Union

920 Middle Country Rd, Selden, NY 11784

CLOSED NOW:Closed

From Business: Welcome to Island Federal Credit Union Selden NY! Enjoy higher savings rates, lower loan rates, & fewer fees than traditional banks. We’re a full-service financial institution…

YP
12 Years
in Business
Amenities:
Wheelchair accessible

28. Dean C Kramer - Chase Home Lending Advisor - NMLS ID 954833

Dean C Kramer - Chase Home Lending Advisor - NMLS ID 954833

999 Middle Country Rd, Selden, NY 11784

From Business: Dean proudly serves clients nationwide. Dean has 20 years of experience as a Senior Home Lending Advisor and specializes in preapproval, lending to self-employed clients, FHA…

29. Financial Education Services

Financial Education Services

52 College Rd, selden, NY 11784

From Business: How Does It Work? United Credit Education Services is the leading company specializing in credit restoration. Our processing center utilizes the latest technology ensuring…

YP
21 Years
in Business

30. Island Federal Credit Union

Island Federal Credit Union

101 Nicolls Rd, Stony Brook, NY 11794

CLOSED NOW:Closed

From Business: Welcome to Island Federal Credit Union Stony Brook NY! Enjoy higher savings rates, lower loan rates, & fewer fees than traditional banks. We’re a full-service financial…

We found 327 results for Financial Services in or near Sound Beach, NY.They also appear in other related business categories including Financial Planning Consultants, Loans, and Banks. 7 of the rated businesses have 4+ star ratings.


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