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State DirectoryFinancial Planners in Saint James, NY
1. Charles Schwab
2095 Smith Haven Plz, Lake Grove, NY, 11755
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
5. 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…
6. 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…
7. Jessica LaForge CPA MBA
15 Maureen Ln, Stony brook, NY, 11790
From Business: Accounting, payroll and bookkeeping solutions for Long Island small businesses
8. 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
13. Genesis Gold Group
Serving the Saint James Area
From Business: Call Today! Get Your Free Gold Guide. Protect your retirement savings from market volatility. Diversify your portfolio with a stable and tangible asset. Enjoy the peace of mind…
14. Merrill Lynch Wealth Management
50 Route 111, Smithtown, NY, 11787
From Business: Welcome to Merrill Lynch in Smithtown, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
15. Federmann Financial Services
Rocky Point, NY, 11778
From Business: 745 Route 25A Suite C, PO Box 5729, Rocky Point NY 11778
19. American Capital Partners LLC
Serving the Saint James Area
From Business: American Capital Partners, LLC has provided information pursuant to SEC Rule(s) 605 and 606 that requires firms to make publicly available, quarterly reports on the firm's…
20. Quest Capital & Risk Management, Inc.
23 Bellemeade Ave, Smithtown, NY, 11787
From Business: About Quest Capital & Risk Management, Inc. For those seeking professional knowledge, experience and on-going support to align their investment strategy with their retirement…
21. Paragon Capital Management
10 Edgewood Ave, Smithtown, NY, 11787
From Business: Paragon Capital Management is a registered investment adviser with the United States Securities and Exchange Commission and pursuant to pertinent laws and regulations, also…
22. Rinaldo Crassa, Hendel Wealth Management Group
95 Smithtown Blvd, Smithtown, NY, 11787
From Business: The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When…
23. Jeffrey Hendel, Hendel Wealth Management Group
95 Smithtown Blvd, Smithtown, NY, 11787
From Business: The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When…
24. Capital Financial Planning
50 Route 111 Ste 206, Smithtown, NY, 11787
Wheelchair accessible25. Robert F. Notarfrancesco - Wilmington Advisors @ M&T
1 E Main St, Smithtown, NY, 11787
26. Vested Business Brokers
50 Karl Ave, Smithtown, NY, 11787
"Please stay away from this company! Vested Business Brokers is an evil company that has Arbitration agreement that NEVER expires! Even though my contract had expired & I was…"