Financial Services in Southampton, NY

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1. Suffolk Credit Union

Suffolk Credit Union

850 County Road 39, Southampton, NY 11968

CLOSED NOW:8:30 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

2. Charles Schwab

Charles Schwab

16 Hill St Ste 6, Southampton, NY 11968

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

From Business: Schwab offers the investing and financial guidance you need to make smart decisions, plus a range of investment services, including online investing.

3. Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services

Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services

1673 County Road 39, Southampton, NY 11968

CLOSED NOW:8:30 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…

4. Chase Bank

Chase Bank

60 Main St, Southampton, NY 11968

CLOSED 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.

5. Suffolk Credit Union

Suffolk Credit Union

2 Enterprise Zone Dr, Riverhead, NY 11901

CLOSED NOW:8:30 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
28 Years
in Business

6. Edward Jones - Financial Advisor: Michael C Gomberg, AAMS®|CRPC™

Edward Jones - Financial Advisor: Michael C Gomberg, AAMS®|CRPC™

2385 Montauk Hwy, Bridgehampton, NY 11932

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…

7. Raymond James Financial Services, Inc.

Raymond James Financial Services, Inc.

608 Northville Tpke, Riverhead, NY 11901

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

From Business: As independent professional advisors, we offer a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique…

8. Carnegie Investment Counsel

Carnegie Investment Counsel

78 Main St # 13, Sag Harbor, NY 11963

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

From Business: As a Registered Investment Adviser (RIA), we specialize in delivering personalized financial guidance that empowers you to preserve and grow your wealth, freeing you to focus…

YP
51 Years
in Business

9. Wells Fargo Advisors

Wells Fargo Advisors

67 Hampton Rd, Southampton, NY 11968

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. Rocco A. Carriero Wealth Partners - Ameriprise Financial Services

Rocco A. Carriero Wealth Partners - Ameriprise Financial Services

1673 County Road 39, Southampton, NY 11968

CLOSED NOW:8:30 am - 5:30 pm

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

11. George Kreuscher - Financial Advisor, Ameriprise Financial Services

George Kreuscher - Financial Advisor, Ameriprise Financial Services

1673 County Road 39, Southampton, NY 11968

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. Meredith Diamond - Financial Advisor, Ameriprise Financial Services

Meredith Diamond - Financial Advisor, Ameriprise Financial Services

1673 County Road 39, Southampton, NY 11968

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. Christian Greco - Financial Advisor, Ameriprise Financial Services

Christian Greco - Financial Advisor, Ameriprise Financial Services

1673 County Road 39, Southampton, NY 11968

CLOSED NOW:8:30 am - 5:30 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. Peter Kern - Financial Advisor, Ameriprise Financial Services

Peter Kern - Financial Advisor, Ameriprise Financial Services

1673 County Road 39, Southampton, NY 11968

CLOSED 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…

15. HSBC

HSBC

25 Nugent St, Southampton, NY 11968

From Business: You can tell our ATMs how you like your money, and they won't forget. Choose your denominations, language and receipt preferences with Chase QuickChoice.

16. Bryan Manganiello - Chase Home Lending Advisor - NMLS ID 12605

Bryan Manganiello - Chase Home Lending Advisor - NMLS ID 12605

60 Main St, Southampton, NY 11968

From Business: Bryan proudly serves clients in the Southampton, NY area. Bryan has 11 years of experience as a Senior Home Lending Advisor and specializes in preapproval, lending to…

17. Nicholas Borruso-U.S. Bank Mortgage

Nicholas Borruso-U.S. Bank Mortgage

16 Hampton Rd, Southampton, NY 11968

From Business: As a Mortgage Branch Manager right here in Southampton, I work with you to help find the right mortgage for your unique situation. You probably have lots of questions. How much…

18. Chad Vanderslice-U.S. Bank Mortgage

Chad Vanderslice-U.S. Bank Mortgage

16 Hampton Rd, Southampton, NY 11968

From Business: As a Mortgage Loan Originator right here in Southampton, I work with you to help find the right mortgage for your unique situation. You probably have lots of questions. How…

19. U.S. Bank

U.S. Bank

16 Hampton Rd, Southampton, NY 11968

From Business: No matter where you are in the home buying process, I can help. As a mortgage loan officer right here in Southampton, I work with you to help you find the right mortgage for…

20. TD Bank

TD Bank

191 W Montauk Hwy, Hampton Bays, NY 11946

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

"I opened an acct. at the Hampton Bays, NY branch. I was so impressed with the staff, the bank hours. It's just a great bank to do business with. I actually closed an account…"

21. James Covell - RBC Wealth Management Financial Advisor

James Covell - RBC Wealth Management Financial Advisor

223 W Montauk Hwy Ste 206, Hampton Bays, NY 11946

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

22. Jason Newman - RBC Wealth Management Financial Advisor

Jason Newman - RBC Wealth Management Financial Advisor

223 W Montauk Hwy Ste 206, Hampton Bays, NY 11946

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

23. Covell / DiConza / Newman Group

Covell / DiConza / Newman Group

223 W Montauk Hwy Ste 206, Hampton Bays, NY 11946

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

24. Alexandra Cavallaro - RBC Wealth Management Financial Advisor

Alexandra Cavallaro - RBC Wealth Management Financial Advisor

223 W Montauk Hwy Ste 206, Hampton Bays, NY 11946

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

25. Edward DiConza - RBC Wealth Management Financial Advisor

Edward DiConza - RBC Wealth Management Financial Advisor

223 W Montauk Hwy Ste 206, Hampton Bays, NY 11946

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

26. Christopher Drew - RBC Wealth Management Financial Advisor

Christopher Drew - RBC Wealth Management Financial Advisor

223 W Montauk Hwy Ste 206, Hampton Bays, NY 11946

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

27. RBC Wealth Management Branch - Hampton Bays

RBC Wealth Management Branch - Hampton Bays

223 W Montauk Hwy Ste 206, Hampton Bays, NY 11946

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

28. Bob Sutton - Financial Advisor, Ameriprise Financial Services

Bob Sutton - Financial Advisor, Ameriprise Financial Services

50 Station Rd Bldg 6, Water Mill, NY 11976

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. Peter Goldberg - Financial Advisor, Ameriprise Financial Services

Peter Goldberg - Financial Advisor, Ameriprise Financial Services

50 Station Rd Bldg 6, Water Mill, NY 11976

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. Michael Laliberte - Financial Advisor, Ameriprise Financial Services

Michael Laliberte - Financial Advisor, Ameriprise Financial Services

50 Station Rd Bldg 6, Water Mill, NY 11976

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 121 results for Financial Services in or near Southampton, NY.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Financial Planners. 6 of the rated businesses have 4+ star ratings.


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