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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

American General Finance

Commack Long Island New York financial services
6333 Jericho Tpk., Commack NY 11725 Tel 631-858-1961
Fax: 631-858-1971

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

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

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

Northwestern Mutual Financial Network

245 Park Ave., All Long Island NY New York, Tel 646-366-6673

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

Oppenheimer & Co.

700 Veterans Memorial Hwy., Hauppauge NY 11788

P.K. Services

514 Fourth Ave., East Northport NY 11731 Tel 631-754-6125

People's Alliance Federal Credit Union

125 Wireless Blvd., Hauppauge NY 11788 Tel 631-434-3500
Website: pafcu.org

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

Bethpage Federal Credit Union

120 Veterans Hwy., Commack NY 11725

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

Edward Jones Investments

2193 Jericho Tpk., Commack NY 11725 Tel 631-462-8550

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

Linsco/Private Ledger Financial Services

Financial services.
275 Kohr Rd., Kings Park NY 11754 Tel 631-269-1111

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

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

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

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

Met Life Financial Services - Smithtown

Strategic insurance, retirement & investment planning
365 Route 111, Smithtown NY 11787 Tel 631-851-5742

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

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

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

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

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

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

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

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

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

Teachers Federal Credit Union

10 Vanderbilt Pkwy., Commack NY 11725 Tel 631-462-5151

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

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