Financial Planners Near Me in Port Jefferson, NY

Showing All Businesses (1 - 10 of 580) about search results

ROCKWELL GLOBAL CAPITAL

business phone
403 E MAIN ST # 1
Port Jefferson NY, 11777
financial planners
1 hour and 13 minutes by plane • 531.91 mi
Call (631)444-5520  Verified

Coastline Wealth Management

business phone
414 Main St 302
Port Jefferson NY, 11777
financial plannersinvestment services
1 hour and 13 minutes by plane • 531.92 mi
updated a month ago
Call (631)473-1188  Verified

Gunn Allen Financial

business phone
415 E Main St A
Port Jefferson NY, 11777
financial planners
1 hour and 13 minutes by plane • 531.93 mi
updated 2 years ago
Call (631)474-1610  Verified
reported as closed

People's United Bank

business phone
228 East Main Street
Port Jefferson NY, 11777
financial plannersbanks
1 hour and 13 minutes by plane • 531.93 mi
Call (631)473-7700  Verified
reported as closed

People's United Bank

business phone
68 North Country Rd.
Port Jefferson NY, 11777
financial plannersbanks
1 hour and 13 minutes by plane • 532.61 mi
Call (631)791-9970  Verified
More info available at FINRA's BrokerCheck website

Dennis Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC

(516)248-3900 verified
48 S Service Rd Ste 403
Melville NY, 11747
financial planners
1 hour and 10 minutes by plane • 511.73 mi
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 sometimes feel difficult...read more
OPEN UNTIL 6:00PM
updated 3 months ago
Call (516)248-3900  Verified
New York Financial Planner

Piermont Wealth Management

(631)454-1585 verified
48 South Service Road Suite 102
Melville NY, 11797
financial planners
1 hour and 10 minutes by plane • 511.73 mi
Creating a sound investment strategy for your situation can seem like an overwhelming task, but Piermont Wealth Management’s financial planners are here to help you. From creating a financial base for...read more
OPEN UNTIL 5:00PM
updated a week ago
Call (631)454-1585  Verified

Planning Financial Futures, Inc.

business phone
1895 Walt Whitman Road Suite 6
Melville NY, 11747
financial planners
1 hour and 10 minutes by plane • 512.66 mi
When you choose a Trustworthy Financial Advisor, you should base your decision on their competence and ethics, not their sales skills or personality. Choosing the right Long Island Financial Advisor f...read more
OPEN UNTIL 5:00PM
updated 9 months ago
Call (631)546-5403  Verified

Atlantic Financial Group

business phone
58 New Street
Huntington NY, 11743
financial plannersinvestment services
1 hour and 10 minutes by plane • 512.86 mi
Greg Kennedy has worked in Huntington as a financial consultant for over 25 years and has become a well-known and valued member of the community during that time. After graduating from St. John's Uni...read more
OPEN UNTIL 5:00PM
updated 3 years ago
Call (631)425-2500  Verified
More info available at FINRA's BrokerCheck website

Thomas J Morra - Financial Advisor, Ameriprise Financial Services, LLC

(631)396-2075 verified
1 Huntington Quad Ste 3n15
Melville NY, 11747
financial planners
1 hour and 10 minutes by plane • 512.91 mi
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 sometimes feel difficult...read more
updated 2 months ago
Call (631)396-2075  Verified
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