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Search Results
Ben Rappa Financial Services
1020 W Jericho Tpke, Smithtown, NY 11787
Ben Rappa Financial Services is the financial planning company of consultant Ben Rappa.  He provides investment andMore general financial planning advice.
Wells Fargo Advisors Financial Network
199 E Main St, Smithtown, NY 11787
Wells Fargo Advisors Financial Network offers investment services for both personal and commercial customers. ItsMore services include financial planning, investments, home financing, 529 college plans, estate planning and retirement planning.
North Shore Financial Resource
90 Lawrence Ave, Smithtown, NY 11787
North Shore Financial Resource is a financial planning business located in the town of Smithtown. For more informationMore on additional services, be sure to call the telephone number provided.
Weimar Financial Services
180 E Main St, Smithtown, NY 11787
Weimar Financial Services offers general financial services to clients in Smithtown.  It specializes in financialMore planning, estate planning and insurance (life, health, long-term care, disability).
Wells Fargo Financial Advisors
222 E Main St, Smithtown, NY 11787
Wells Fargo Financial Advisors offers a wide variety of services including bonds, stocks, IRA's, retirement planning,More college planning, estate taxes, and much more. Its professional and friendly staff will  help you with your individual investments and and help create a financial plan suited to your individual and your family's needs.
CS Jorgensen & Co., Inc.
285 Middle Country Rd, Smithtown, NY 11787
CS Jorgensen & Co. provides a wide range of financial services in office locations throughout the country. ServicesMore available include asset allocation, financial planning, retirement planning, insurance and annuities, estate planning, stocks and bonds. Stock options, executive solutions and tax planning are also available.
Oldfield Financial Services
68 N Country Rd, Smithtown, NY 11787
Oldfield Financial Services is an independent company that provides financial services for both personal and businessMore customers. These include retirement planning, tax services, estate planning, investments and more. Please call for more information.
Meridian Financial Company
90 Lawrence Ave, Smithtown, NY 11787
Meridan Financial Company, located in Smithtown, is run by independent financial advisor, Michael A. Milazzo. Milazzo isMore a registered representative of Cadaret, Grant & Co. and offers a wide range of financial services. Along with selling securities through Cadaret, Grant & Co., Milazzo offers products such as mutual funds, IRAs, life insurance, college plans, annuities, investment advisory profiles, and many different financial planning options.  For more information about Meridan Financial Company or to schedule a meeting with Mr. Milazzo, contact his office by phone. 
Branch Financial Services
50 Route 111, Smithtown, NY 11787
Branch Financial Services specializes in investment strategies, retirement and estate planning. The company assistsMore customers in utilizing money markets, mutual funds, stocks, bonds and annuities to help them create a stable plan for retirement. Call one of the company's professional associates today to help you plan for your future.
Marc Jay Rosen, CPA
610 Middle Country Rd, Saint James, NY 11780
Marc Jay Rosen is a certified public accountant who serves residential and professional clients. He performs services inMore accounting, tax planning, preparation and returns, auditing, consultation, financial planning, payroll, financial statements and start-up services. Mr. Rosen is a graduate of the State University at Buffalo.
Synergy Wealth Strategies
52 N Country Rd, Smithtown, NY 11787
Synergy Wealth Strategies provides financial services for personal and business clients. Individual options includeMore portfolio management, retirement planning, special needs planning and lending programs. On the business side, Synergy provides cash flow management, retirement plans, health insurance, employee benefits, succession planning and liability management. Synergy also represents nonprofit clients, assisting with cash, portfolio and endowment management, employee retirement plans and planned giving.
Gladowsky & Gladowsky
18 Manor Rd, Smithtown, NY 11787
Gladowsky & Gladowsky is a full-service tax firm offering financial-planning services, tax planning andMore return-preparation services, bookkeeping/write-ups, auditing services, payroll services, computer consulting, Internet commerce and estate planning. Call the office for more information or to schedule an appointment. 
Catalanotto & Catalanotto
870 Middle Country Rd, Saint James, NY 11780
Catalanotto & Catalanotto is a family-owned accounting firm; it serves individuals and businesses, offering aMore variety of services. These include accounting, bookkeeping, payroll, auditing, tax planning, preparation and filing, financial planning and retirement planning. It is represented by Frank Catalanotto, CPA. 
Citibank
429 Route 25a, Saint James, NY 11780
Citibank provides a number of personal and business banking services. It offers checking and saving accounts, creditMore cards, CDs, safe deposit boxes, financial planning services and more.
Quest Capital Management
58 N Country Rd, Smithtown, NY 11787
Quest Capital Management offers financial planning and investment advice. The company provides strategies for businessMore owners, self-employed professionals, key employees of major corporations, and affluent retirees, helping clients to achieve their financial goals while managing risk. Joseph DiSalvo is the president of the company.
Joseph A. Sgroi, CPA
320 Lake Ave, Saint James, NY 11780
Joseph A. Sgroi is a certified public accountant serving private and professional clients. He provides accounting,More auditing, bookkeeping, payroll, financial consultation and retirement planning.
Flowerson Holdings
6 Lt John Olsen Ln, Saint James, NY 11780
Flowerson Holdings is a financial planning firm; it serves private and professional clients. The holding companyMore performs services in outstanding stock management. 
Morgan Stanley
285 E Main St, Smithtown, NY 11787
Morgan Stanley, conveniently located on Main Street in Smithtown, offers a wide variety of investment services. Some ofMore its services include financial planning, investment banking, investment management, brokering and more. Its financial advisors are always available to assist you and answer any questions you may have.
Hassett Tax & Financial Service
34 Bridle Path, Saint James, NY 11780
Hassett Tax & Financial Service performs tax solutions services for individuals and small businesses. It performsMore tax planning, preparation, filing, review and auditing. 
Andrew Becker
155 E Main St, Smithtown, NY 11787
Andrew Becker is an accountant servicing Smithtown residents. Becker's services include tax planning and financialMore consulting. For further information call Andrew Becker. 
Independent Investors
181 Smithtown Blvd, Nesconset, NY 11767
Independent Investors offers consulting services for individuals and businesses. It performs investment consulting,More portfolio management and financial planning. It is helmed by Patrick N. Maloney. 
Paragon Capital Management
10 Edgewood Ave, Smithtown, NY 11787
Paragon Capital Management is an investment advising company located in Smithtown, NY.  They provide wealthMore management services, including tax planning, asset management, risk management, and estate planning.  Paragon specializes in helping people during life-changing financial events, such as death, divorce, business sales, legal settlement and retirement.
Daniel Garcia, C.P.A.
205 Smithtown Blvd, Nesconset, NY 11767
Daniel Garcia is a certified public accountant; he serves individuals, businesses, families, trusts and partnerships,More among others. He performs accounting, bookkeeping, payroll, auditing, tax planning, preparation and filing, financial consultation and planning among others. 
Jerald M. Resnick, CPA
47 Dover Hill Dr, Nesconset, NY 11767
Jerald M. Resnick is a certified public accountant. He provides a variety of services for individuals and businesses,More including tax planning, preparation and filing, accounting, bookkeeping, auditing, payroll, financial consultation and retirement planning.
Alperin & Alperin, PC, CPA
325 E Main St, Smithtown, NY 11787
Alperin & Alperin is the firm of certified public accountants Lawrence J. Alperin, Chris Hernandez and JanetteMore Gentilella. Financial and business services include auditing reporting, insurance planning, tax preparation and estate planning.
Merl and Hanley
12 Bank Ave, Smithtown, NY 11787
Located in Smithtown, Merl and Hanley is a certified public accounting company focused on providing financial counselingMore and planning for small businesses and self-employed individuals. Specializing in bookkeeping, tax liability and planning strategies, personal liability protection, business consulting and reducing tax liabilities, Merl and Hanley is also a certified QuickBooks advisor.