Ben Rappa Financial Services 1020 W Jericho Tpke, Smithtown, NY11787 Ben Rappa Financial Services is the financial planning company of consultant Ben Rappa. He provides investment and…More general financial planning advice.
Wells Fargo Advisors Financial Network 199 E Main St, Smithtown, NY11787 Wells Fargo Advisors Financial Network offers investment services for both personal and commercial customers. Its…More services include financial planning, investments, home financing, 529 college plans, estate planning and retirement planning.
North Shore Financial Resource 90 Lawrence Ave, Smithtown, NY11787 North Shore Financial Resource is a financial planning business located in the town of Smithtown. For more information…More on additional services, be sure to call the telephone number provided.
Weimar Financial Services 180 E Main St, Smithtown, NY11787 Weimar Financial Services offers general financial services to clients in Smithtown. It specializes in financial…More planning, estate planning and insurance (life, health, long-term care, disability).
Wells Fargo Financial Advisors 222 E Main St, Smithtown, NY11787 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, NY11787 CS Jorgensen & Co. provides a wide range of financial services in office locations throughout the country. Services…More 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, NY11787 Oldfield Financial Services is an independent company that provides financial services for both personal and business…More customers. These include retirement planning, tax services, estate planning, investments and more. Please call for more information.
Meridian Financial Company 90 Lawrence Ave, Smithtown, NY11787 Meridan Financial Company, located in Smithtown, is run by independent financial advisor, Michael A. Milazzo. Milazzo is…More 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, NY11787 Branch Financial Services specializes in investment strategies, retirement and estate planning. The company assists…More 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, NY11780 Marc Jay Rosen is a certified public accountant who serves residential and professional clients. He performs services in…More 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, NY11787 Synergy Wealth Strategies provides financial services for personal and business clients. Individual options include…More 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, NY11787 Gladowsky & Gladowsky is a full-service tax firm offering financial-planning services, tax planning and…More 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, NY11780 Catalanotto & Catalanotto is a family-owned accounting firm; it serves individuals and businesses, offering a…More 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, NY11780 Citibank provides a number of personal and business banking services. It offers checking and saving accounts, credit…More cards, CDs, safe deposit boxes, financial planning services and more.
Flowerson Holdings 6 Lt John Olsen Ln, Saint James, NY11780 Flowerson Holdings is a financial planning firm; it serves private and professional clients. The holding company…More performs services in outstanding stock management.
Joseph A. Sgroi, CPA 320 Lake Ave, Saint James, NY11780 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.
Morgan Stanley 285 E Main St, Smithtown, NY11787 Morgan Stanley, conveniently located on Main Street in Smithtown, offers a wide variety of investment services. Some of…More 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, NY11780 Hassett Tax & Financial Service performs tax solutions services for individuals and small businesses. It performs…More tax planning, preparation, filing, review and auditing.
Quest Capital Management 58 N Country Rd, Smithtown, NY11787 Quest Capital Management offers financial planning and investment advice. The company provides strategies for business…More 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.
Andrew Becker 155 E Main St, Smithtown, NY11787 Andrew Becker is an accountant servicing Smithtown residents. Becker's services include tax planning and financial…More consulting. For further information call Andrew Becker.
Independent Investors 181 Smithtown Blvd, Nesconset, NY11767 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, NY11787 Paragon Capital Management is an investment advising company located in Smithtown, NY. They provide wealth…More 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, NY11767 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, NY11767 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.
Merl and Hanley 12 Bank Ave, Smithtown, NY11787 Located in Smithtown, Merl and Hanley is a certified public accounting company focused on providing financial counseling…More 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.
Alperin & Alperin, PC, CPA 325 E Main St, Smithtown, NY11787 Alperin & Alperin is the firm of certified public accountants Lawrence J. Alperin, Chris Hernandez and Janette…More Gentilella. Financial and business services include auditing reporting, insurance planning, tax preparation and estate planning.
William G. Carpenter, CPA 901 Nesconset Hwy, Nesconset, NY11767 William G. Carpenter is a certified public accountant serving individual and business clients. He offers tax planning…More and preparation, accounting, bookkeeping, payroll, auditing, financial consultation, start-up services and retirement planning.