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Complete Guide to Port Jefferson Long Island
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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)
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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.)
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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
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UBS Financial Services
Internet:.............................................................................................................
www.ubspw.com
100 Mariners Way., Port Jefferson (Brkhvn)
.................................................
Tel: 631-642-6000
Map
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FINANCIAL PLANNING SERVICES (Personal))
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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
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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
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Transamerica Retirement Service
414 Main St., Port Jefferson (Brkhvn)
............................................................Tel: 631-978-0182
Map
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