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Smithtown
Directory & Guide to Smithtown Long Island
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Financial Services (for Individuals and Families) in Smithtown, NY
Updated Jul 28 2010 07:00 PM EST with 40 listings
Related Categories:
Insurance in Smithtown, NY
Employee Benefits in Smithtown, NY
2091:
Financial Services (for Individuals and Families) in Smithtown, NY
(10)
7045:
Financial Planning (c.f.p, Etc.)
(5)
114:
Major Retail Brokers & Financial Firms
(2)
2093:
Other Retail Brokerage Firms
(3)
2726:
Financial Planning Services (personal))
(8)
7048:
Retirement Planning
(2)
7049:
Estate and Trust Planning
(1)
3780:
Private Investment Advisors
(5)
2725:
Finance, Personal Budgeting and Credit Management
(3)
7172:
Other Local Providers Of Financial Services
(1)
American General Finance
Commack Long Island New York
financial services
6333 Jericho Tpk.,
Commack
NY
11725
Tel
631-858-1961
Fax:
631-858-1971
Map
Citigroup SmithBarney
Financial Advisors
Toll-Free
800-645-3246
Website:
fa.smithbarney.com
Goodman Financial - MetLife
300 Motor Parkway,
Hauppauge
NY
11788
Tel
631-582-6544
Fax:
631-582-6668
;
Switchboard:
5164
E-mail:
jsnyder1@metlife.com
Map
Kobrick, Saul, PC
Financial services Hauppauge NY Quality estate planning resources, seminars, assistance for family-owned businesses, incapacity planning, IRA & retirement planning, elder law & Medicaid services, asset protection and business planning, trust administration and probate
235 Brooksite Dr.,
Hauppauge
NY
11788
Tel
800-295-1917
Website:
kobricklaw.com
Map
Long Island Housing Partnership, Inc.
Construction, sponsorship, development of affordable homes--technical assistance, education, & lending.
180 Oser Ave.,
Hauppauge
NY
11788
Tel
631-435-4710
Fax:
631-435-4751
;
E-mail:
jimlihpinc@aol.com
Website:
lihp.org
Map
Northwestern Mutual Financial Network
245 Park Ave.,
All Long Island
NY
New York,
Tel
646-366-6673
Map
Northwestern Mutual Financial Network - Adam Kaufman
Investments, employee benefits, estate planing.
58 Vanderbilt Motor Prkwy.,
Commack
NY
11725
Tel
631-592-2091
Fax:
631-592-2139
;
Website:
nmfn.com
Map
Oppenheimer & Co.
700 Veterans Memorial Hwy.,
Hauppauge
NY
11788
Map
P.K. Services
514 Fourth Ave.,
East Northport
NY
11731
Tel
631-754-6125
Map
People's Alliance Federal Credit Union
125 Wireless Blvd.,
Hauppauge
NY
11788
Tel
631-434-3500
Website:
pafcu.org
Map
Financial Market Information Sources
Financial Planning (c.f.p, Etc.)
(5 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
Bethpage Federal Credit Union
-
Smithtown
Coin Machine Available
240 Middle Country Rd.,
Smithtown
NY
11787
Mo-Th 9am-4pm; Fr 9am-7pm; Sa 9am-2pm; Drive up hours Mo-Th 8:30am-4pm; Fr 8:30am-7pm; Sa 9am-2pm
Map
Bethpage Federal Credit Union
120 Veterans Hwy.,
Commack
NY
11725
Mo-Fr 10am-6pm; Sa 10am-4pm; Su 11am-4pm
Map
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
Spectrum Financial Solutions
Securing the Future in a World of Risk.
300 Vanderbilt Motor Prkwy.,
Hauppauge
NY
11788
Tel
631-595-1700
Fax:
631-274-5664
;
E-mail:
info@RiskReward.com
Website:
RiskReward.com
Map
Major Retail Brokers & Financial Firms
(2 listings total)
Edward Jones Investments
2193 Jericho Tpk.,
Commack
NY
11725
Tel
631-462-8550
Map
UBS Financial Services
Website:
ubspw.com
Other Retail Brokerage Firms
(3 listings total)
Josephthal & Co., Inc.
Financial advisor
700 Veterans Memorial Hwy.,
Hauppauge
NY
11788
Tel
631-382-2500
Tel:
800-881-1585
;
Fax:
631-724-0868
Map
Linsco/Private Ledger Financial Services
Financial services.
275 Kohr Rd.,
Kings Park
NY
11754
Tel
631-269-1111
Map
Tradaq
The Global Trading Network. Financial services.
94 West Main St.,
Smithtown
NY
11787
Tel
631-979-4264
24 Hours:
866-787-2327
;
Fax:
631-979-4919
E-mail:
info@tradaq.net
;
Website:
tradaq.net
Map
Discount Brokers
Mutual Funds (fund Management Firms)
Financial Planning Services (personal))
(11 listings total)
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
Borland Planning Services
East Northport
NY
11731
PO Box 777,
Tel
631-543-1115
Fax:
631-266-6804
Comprehensive Financial Solutions
Financial planning, insurance, mutual funds.
225 Wireless Blvd.,
Hauppauge
NY
11788
Tel
631-952-8600
Map
Iacomino, Genaro
Certified financial planner
Stony Brook
NY
11790
Tel
631-689-9430
Met Life Financial Services
-
Hauppauge
2929 Expressway Drive North,
Hauppauge
NY
11749
Tel
631-851-5870
Fax:
631-851-5801
Map
Met Life Financial Services
-
Smithtown
Strategic insurance, retirement & investment planning
365 Route 111,
Smithtown
NY
11787
Tel
631-851-5742
Map
North Shore Financial Group
Vincent A. Casillo, financial services representative
2929 Express Drive North,
Hauppauge
NY
11749
Tel
631-851-5880
Fax:
631-851-5764
;
E-mail:
vcasillo@metlife.com
Map
UBS Financial Services
Website:
ubspw.com
College Planning Services
Financial Planning (cfp)
Retirement Planning
(2 listings total)
Mark S. Eghrari & Associates
Attorney and noted speaker from the American Academy of Estate Planning Attorneys.
50 Karl Ave.,
Smithtown
NY
11787
Tel
631-265-0599
Website:
myestateplan.com
Map
Spectrum Financial Solutions
Securing the Future in a World of Risk.
300 Vanderbilt Motor Prkwy.,
Hauppauge
NY
11788
Tel
631-595-1700
Fax:
631-274-5664
;
E-mail:
info@RiskReward.com
Website:
RiskReward.com
Map
Estate and Trust Planning
(1 listings total)
Spectrum Financial Solutions
Securing the Future in a World of Risk.
300 Vanderbilt Motor Prkwy.,
Hauppauge
NY
11788
Tel
631-595-1700
Fax:
631-274-5664
;
E-mail:
info@RiskReward.com
Website:
RiskReward.com
Map
Private Investment Advisors
(5 listings total)
H & R Block
Investments, banking and mortgage consulting; income tax services
All Long Island
NY
Website:
hrblock.com
H & R Block
-
East Northport
As the world's largest tax service company, H&R Block serves millions of clients with tax services, income tax preparation, electronic filing of taxes for rapid refunds, and financial services.
290 Larkfield Rd.,
East Northport
NY
11731
Tel
631-261-1154
Website:
hrblock.com
Map
H & R Block
-
East Northport
As the world's largest tax service company, H&R Block serves millions of clients with tax services, income tax preparation, electronic filing of taxes for rapid refunds, and financial services.
4000 East Jericho Tpk.,
East Northport
NY
11731
Tel
631-665-2600
Website:
hrblock.com
Map
H & R Block
-
Smithtown
As the world's largest tax service company, H&R Block serves millions of clients with tax services, income tax preparation, electronic filing of taxes for rapid refunds, and financial services.
79 East Main St.,
Smithtown
NY
11787
Tel
631-665-2600
Website:
hrblock.com
Map
Spectrum Financial Solutions
Securing the Future in a World of Risk.
300 Vanderbilt Motor Prkwy.,
Hauppauge
NY
11788
Tel
631-595-1700
Fax:
631-274-5664
;
E-mail:
info@RiskReward.com
Website:
RiskReward.com
Map
Finance, Personal Budgeting and Credit Management
(3 listings total)
Integre Financial Group
Financial planning services.
1440 Veterans Memorial Hwy.,
Hauppauge
NY
11749
Tel
631-582-6400
Fax:
631-582-3116
;
Fax:
631-582-4261
E-mail:
zambri_joe@nlvmail.com
;
Website:
cpsfinancialservices.com
Map
Teachers Federal Credit Union
10 Vanderbilt Pkwy.,
Commack
NY
11725
Tel
631-462-5151
Map
Williams, Charles & Scott, Ltd.
2171 Jericho Tpk.,
Commack
NY
11725
PO Box 433,
Tel
631-462-1553
Fax:
631-462-5751
;
Toll-Free:
800-652-4445
E-mail:
sales@wcscollects.com
;
Website:
wcscollects.com
Map
Other Local Providers Of Financial Services
(1 listings total)
American Cash Solutions Inc.
American Cash Solutions Incorporated located in East Northport New York provides cash flow support services
30 Stoothoff Rd.,
East Northport
NY
11731
Tel
631-368-2219
E-mail:
amcashinc@aol.com
;
Website:
mybuildingfunds.com
Map