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FINANCIAL SERVICES (For individuals and families) IN PORT JEFFERSON, NY

(14 listings) File Created: 06-Oct-08

See also: EMPLOYEE BENEFITS IN PORT JEFFERSON, NY, INSURANCE IN PORT JEFFERSON, NY
Contains:

FINANCIAL PLANNING (C.F.P, ETC.) (2 listings)
MAJOR RETAIL BROKERS & FINANCIAL FIRMS (1 listings)
FINANCIAL PLANNING SERVICES (Personal)) (8 listings), contains:
- RETIREMENT PLANNING (1 listings)


	Citigroup SmithBarney Financial Advisors Toll-Free:............................... 1-800-645-3246; Internet:............................ fa.smithbarney.com Mo-Fr 9-5
	Northwestern Mutual Financial Network 245 Park Ave., All Long Island (New York)..................................................... Tel: 646-366-6673 Map

FINANCIAL PLANNING (C.F.P, ETC.)


	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:................................1-800-628-7070; Internet:........................www.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..................................................................................................Tel: 631-543-5283 Toll-Free:................................1-800-543-5283; Internet:....................... www.markjsnyder.com

MAJOR RETAIL BROKERS & FINANCIAL FIRMS


	UBS Financial Services Internet:............................................................................................................. www.ubspw.com 100 Mariners Way., Port Jefferson (Brkhvn)................................................. Tel: 631-642-6000 Map	Top

FINANCIAL PLANNING SERVICES (Personal))

RETIREMENT PLANNING


	A.G. Edwards & Son 40 North Country Rd., Port Jefferson (Brkhvn).............................................Tel: 631-473-4300 Internet:......................................................................................................www.agedwards.com Map
	ATI Investment Consulting Investments and financial consulting 8 North Rd., Stony Brook (Brkhvn)................................................................ Tel: 631-371-9636 Fax:.......................................... 631-751-6153; Email:.........................tony@atiinvestment.com Map
	Bethpage Federal Credit Union - Port Jefferson 24 hr ATM available 4802 Nesconset Hwy., Port Jefferson (Brkhvn)............................................ Tel: 631-474-5215 Internet:....................................................................................................www.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 (Brkhvn) (PO Box 2208)....................................Tel: 631-751-1777 Fax:.......................................... 631-751-1560; Internet:............. www.peterpaulostapow.com Map
	Graham Financial & Business 24 Erie St., Port Jefferson Station (Brkhvn).................................................. Tel: 631-474-3827 Map	Top
	Iacomino, Genaro Certified financial planner Stony Brook (Brkhvn).......................................................................................Tel: 631-689-9430
	M.A.S. Planning Services Professional financial advice for women 249 Main St., Setauket (Brkhvn).................................................................... Tel: 631-675-0245 Fax:.......................................... 631-675-0873; Internet:..www.financialplannerforwomen.com Map
	UBS Financial Services Internet:............................................................................................................. www.ubspw.com 100 Mariners Way., Port Jefferson (Brkhvn)................................................. Tel: 631-642-6000 Map

RETIREMENT PLANNING


	Transamerica Retirement Service 414 Main St., Port Jefferson (Brkhvn)............................................................Tel: 631-978-0182 Map