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Port Jefferson
Directory & Guide to Port Jefferson Long Island
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Financial Services (for Individuals and Families) in Port Jefferson, NY
Updated Jan 21 2012 06:47 AM EST with 17 listings
Related Categories:
Insurance in Port Jefferson, NY
Employee Benefits in Port Jefferson, NY
2091:
Financial Services (for Individuals and Families) in Port Jefferson, NY
(2)
7045:
Financial Planning (c.f.p, Etc.)
(2)
114:
Major Retail Brokers & Financial Firms
(2)
2726:
Financial Planning Services (personal))
(9)
7048:
Retirement Planning
(1)
Citigroup SmithBarney
Financial Advisors
Toll-Free
800-645-3246
Website:
fa.smithbarney.com
Northwestern Mutual Financial Network
245 Park Ave.,
All Long Island
NY
New York,
Tel
646-366-6673
Map
Financial Planning (c.f.p, Etc.)
(2 listings total)
Bethpage Federal Credit Union
Bethpage Federal Credit Union is a full-service financial institution offering checking accounts, savings accounts, loans & credit cards, investments & insurance, services, and membership. Locations on Long Island: Bay Shore, Bethpage, Commack, Farmingdale, Glen Cove, Hempstead, Huntington, Levittown, Lynbrook, Melville, Mineola, North Babylon, Port Jefferson, Riverhead, Smithtown; branches in Freeport and Massapequa are underconstruction.
Toll-Free
800-628-7070
Website:
bethbagefcu.com
Mark L Snyder
Mark J. Snyder has been deemed an outstanding financial adviser by many of the industry authorities voted Research Magazine's adviser hall of fame Worth Magazine's top 250 advisor's of the nation Bloomberg's top wealth managers list Voted 1 of 10 outstanding brokers in the nation by Registered Representative Magazine
All Long Island
NY
Tel
631-543-5283
Toll-Free:
800-543-5283
;
Website:
markjsnyder.com
Major Retail Brokers & Financial Firms
(2 listings total)
UBS Financial Services
Website:
ubspw.com
UBS Financial Services
-
Port Jefferson
100 Mariners Way.,
Port Jefferson
NY
11777
Tel
631-642-6000
Map
Financial Planning Services (personal))
(10 listings total)
A.G. Edwards & Son
40 North Country Rd.,
Port Jefferson
NY
11777
Tel
631-473-4300
Website:
agedwards.com
Map
ATI Investment Consulting
Investments and financial consulting
8 North Rd.,
Stony Brook
NY
11790
Tel
631-371-9636
Fax:
631-751-6153
;
E-mail:
tony@atiinvestment.com
Map
Bethpage Federal Credit Union
24 hr ATM available
4802 Nesconset Hwy.,
Port Jefferson
NY
11776
Tel
631-474-5215
Website:
bethpagefcu.com
Mo-Th 9am-4pm; Fr 9am- 7pm; Sa 9am- 2pm
Map
Certified Financial Planner Peter Ostapow
Independent certified financial planner providing comprehensive financial services to individuals and businesses on Long Island since 1979
4 Redbridge Court,
Setauket
NY
11733
PO Box 2208,
Tel
631-751-1777
Fax:
631-751-1560
;
Website:
peterpaulostapow.com
Map
Graham Financial & Business
24 Erie St.,
Port Jefferson Station
NY
11776
Tel
631-474-3827
Map
Iacomino, Genaro
Certified financial planner
Stony Brook
NY
11790
Tel
631-689-9430
M.A.S. Planning Services
Professional financial advice for women
249 Main St.,
Setauket
NY
11733
Tel
631-675-0245
Fax:
631-675-0873
;
Website:
financialplannerforwomen.com
Map
UBS Financial Services
Website:
ubspw.com
UBS Financial Services
-
Port Jefferson
100 Mariners Way.,
Port Jefferson
NY
11777
Tel
631-642-6000
Map
Retirement Planning
(1 listings total)
Transamerica Retirement Service
414 Main St.,
Port Jefferson
NY
11777
Tel
631-978-0182
Map
Private Investment Advisors
(1 listings total)
H & R Block
Investments, banking and mortgage consulting; income tax services
All Long Island
NY
Website:
hrblock.com
