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State DirectoryMutual Funds in St. James Saint James, NY
1. Edward Jones - Financial Advisor: Scott R Posner, CFP®|AAMS™|CRPC™
542 Route 25a Ste A, Saint James, NY, 11780
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…
3. Pension Fund Evaluations
2450 Middle Country Rd Ste 104, Centereach, NY, 11720
10. Cristian Foronda
621 Lake Ave, Saint James, NY, 11780
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…
12. Fidelity Investments
142 New Moriches Rd, Lake Grove, NY, 11755
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…
Wheelchair accessible
15. Robert F. Notarfrancesco - Wilmington Advisors @ M&T
1 E Main St, Smithtown, NY, 11787
19. Nationwide Insurance - Loscalzo Enterprises LTD
329 Smithtown Blvd, Ronkonkoma, NY, 11779
21. Cody Tarver - TD Wealth Financial Advisor
474 Portion Rd, Lake Ronkonkoma, NY, 11779
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…
22. 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…
23. Cody Tarver - TD Wealth Financial Advisor
86 Nesconset Hwy, Port Jefferson Station, NY, 11776
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…
24. Kathleen Bresnan - Private Wealth 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…
25. Mark Peterson - 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…
26. Morgan Stanley
898 Veterans Hwy, Hauppauge, NY, 11788
28. 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…
29. Sung Moo Cho - 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. 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…