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Firm Name:
Category:
Keyword:
FINANCIAL SERVICES (For individuals and families) IN SMITHTOWN, NY
(32 listings) File Created: 14-Jan-08
See also:
EMPLOYEE BENEFITS IN SMITHTOWN, NY
,
INSURANCE IN SMITHTOWN, NY
Contains:
FINANCIAL PLANNING (C.F.P, ETC.)
(4 listings)
MAJOR RETAIL BROKERS & FINANCIAL FIRMS
(2 listings)
OTHER RETAIL BROKERAGE FIRMS
(3 listings)
FINANCIAL PLANNING SERVICES (Personal))
(7 listings)
, contains:
RETIREMENT PLANNING
(1 listings)
ESTATE AND TRUST PLANNING
(1 listings)
PRIVATE INVESTMENT ADVISORS
(2 listings)
FINANCE, PERSONAL BUDGETING AND CREDIT MANAGEMENT
(3 listings)
FINANCIAL SERVICES (For individuals and families) IN SMITHTOWN, NY
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A-Z Index
American General Finance
6333 Jericho Tpk., Commack (Hunt)
................................................................................................
Map
Citigroup SmithBarney
Financial Advisors
Toll-Free:....................................1-800-645-3246; Internet:.................................
fa.smithbarney.com
Mo-Fr 9-5
Goodman Financial - MetLife
300 Motor Parkway, Suite105, Hauppauge (Smth)
..............................................Tel: 631-582-6544
Switchboard:........................................
631--5164; Fax:..................................................
631-582-6668
Email:.......................................................................................................................
jsnyder1@metlife.com
Map
Long Island Housing Partnership, Inc.
Construction, sponsorship, development of affordable homes--technical assistance, education, & lending.
180 Oser Ave., Hauppauge (Smth)
...........................................................................Tel: 631-435-4710
Fax:.................................................
631-435-4751; Email:....................................
jimlihpinc@aol.com
Internet:.....................................................................................................................................
www.lihp.org
Map
Northwestern Mutual Financial Network - Adam Kaufman
Investments, employee benefits, estate planing.
58 Vanderbilt Motor Prkwy., Commack (Hunt)
......................................................Tel: 631-592-2091
Fax:.................................................
631-592-2139; Internet:........
www.nmfn.com/kaufmanfinancial
Map
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Northwestern Mutual Financial Network
245 Park Ave., All Long Island
(New York)
................................................................Tel: 646-366-6673
Map
Oppenheimer & Co.
700 Veterans Memorial Hwy., Hauppauge (Smth)
........................................................................
Map
P.K. Services
514 Fourth Ave., East Northport (Hunt)
....................................................................Tel: 631-754-6125
Map
People's Alliance Federal Credit Union
125 Wireless Blvd., Hauppauge (Smth)
..................................................................
Tel: 631-434-3500
Internet:..................................................................................................................................
www.pafcu.org
Map
FINANCIAL PLANNING (C.F.P, ETC.)
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A-Z Index
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
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Bethpage Federal Credit Union - Commack
120 Veterans Hwy., Commack (Hunt)
..............................................................................................
Map
Mo-Fr 10am-6pm; Sa 10am-4pm; Su 11am-4pm
Bethpage Federal Credit Union - Smithtown
Coin Machine Available
240 Middle Country Rd., Smithtown (Smth)
....................................................................................
Map
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
Spectrum Financial Solutions
Securing the Future in a World of Risk.
300 Vanderbilt Motor Prkwy., Hauppauge (Smth)
................................................Tel: 631-595-1700
Fax:.................................................
631-274-5664; Email:..............................
info@RiskReward.com
Internet:...................................................................................................................
www.RiskReward.com
Mo-Fr 8-8; Span;
Map
MAJOR RETAIL BROKERS & FINANCIAL FIRMS
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A-Z Index
Edward Jones Investments - Commack
2193 Jericho Tpk., Commack (Hunt)
.......................................................................Tel: 631-462-8550
Map
UBS Financial Services
Internet:..............................................................................................................................
www.ubspw.com
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OTHER RETAIL BROKERAGE FIRMS
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A-Z Index
Josephthal & Co., Inc.
Financial advisor
700 Veterans Memorial Hwy., Hauppauge (Smth)
...............................................
Tel: 631-382-2500
Tel: .............................................
1-800-881-1585; Fax:..................................................
631-724-0868
Map
Linsco/Private Ledger Financial Services
Financial services.
275 Kohr Rd., Kings Park (Smth)
..............................................................................Tel: 631-269-1111
Map
Tradaq
The Global Trading Network. Financial services.
94 West Main St., Smithtown (Smth)
.......................................................................Tel: 631-979-4264
24 Hrs:...........................................
866-787-2327; Fax:..................................................
631-979-4919
Email:..........................................
info@tradaq.net
; Internet:.........................................
www.tradaq.net
Mo-Fr 8-5;
Map
FINANCIAL PLANNING SERVICES (Personal))
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A-Z Index
RETIREMENT PLANNING
ESTATE AND TRUST PLANNING
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
Borland Planning Services
East Northport (Hunt)
(PO Box 777)
...........................................................................
Tel: 631-543-1115
Fax:..........................................................................................................................................
631-266-6804
Northport R.R.
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Comprehensive Financial Solutions
Financial planning, insurance, mutual funds.
225 Wireless Blvd., Hauppauge (Smth)
..................................................................
Tel: 631-952-8600
Map
Iacomino, Genaro
Certified financial planner
Stony Brook (Brkhvn)
..................................................................................................
Tel: 631-689-9430
Met Life Financial Services
2929 Expressway Drive North, Hauppauge (Smth)
..............................................Tel: 631-851-5870
Fax:..........................................................................................................................................
631-851-5801
Map
365 Route 111, Smithtown (Smth)
...........................................................................
Tel: 631-851-5742
Strategic insurance, retirement & investment planning ;
Map
North Shore Financial Group
Vincent A. Casillo, financial services representative
2929 Express Drive North, Suite100, Hauppauge (Smth)
...................................Tel: 631-851-5880
Fax:.................................................
631-851-5764; Email:.................................
vcasillo@metlife.com
Map
UBS Financial Services
Internet:..............................................................................................................................
www.ubspw.com
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RETIREMENT PLANNING
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A-Z Index
Spectrum Financial Solutions
Securing the Future in a World of Risk.
300 Vanderbilt Motor Prkwy., Hauppauge (Smth)
................................................Tel: 631-595-1700
Fax:.................................................
631-274-5664; Email:..............................
info@RiskReward.com
Internet:...................................................................................................................
www.RiskReward.com
Mo-Fr 8-8; Span;
Map
ESTATE AND TRUST PLANNING
Top
F index
A-Z Index
Spectrum Financial Solutions
Securing the Future in a World of Risk.
300 Vanderbilt Motor Prkwy., Hauppauge (Smth)
................................................Tel: 631-595-1700
Fax:.................................................
631-274-5664; Email:..............................
info@RiskReward.com
Internet:...................................................................................................................
www.RiskReward.com
Mo-Fr 8-8; Span;
Map
PRIVATE INVESTMENT ADVISORS
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A-Z Index
H & R Block
Investments, banking and mortgage consulting; income tax services
Internet:.............................................................................................................................
www.hrblock.com
4000 East Jericho Tpk., East Northport (Hunt)
......................................................Tel: 631-499-6818
Map
79 East Main St., Smithtown (Smth)
........................................................................
Tel: 631-979-0819
Map
290 Larkfield Rd., East Northport (Hunt)
.................................................................Tel: 631-261-1154
Northport R.R.
;
Map
Spectrum Financial Solutions
Securing the Future in a World of Risk.
300 Vanderbilt Motor Prkwy., Hauppauge (Smth)
................................................Tel: 631-595-1700
Fax:.................................................
631-274-5664; Email:..............................
info@RiskReward.com
Internet:...................................................................................................................
www.RiskReward.com
Mo-Fr 8-8; Span;
Map
FINANCE, PERSONAL BUDGETING AND CREDIT MANAGEMENT
Top
F index
A-Z Index
Integre Financial Group
Financial planning services.
1440 Veterans Memorial Hwy., Hauppauge (Smth)
.............................................Tel: 631-582-6400
Fax:.................................................
631-582-4261; Fax:..................................................
631-582-3116
Email:.........................
zambri_joe@nlvmail.com
; Internet:.............
www.cpsfinancialservices.com
Map
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Teachers Federal Credit Union
10 Vanderbilt Pkwy., Commack (Hunt)
...................................................................
Tel: 631-462-5151
Map
Williams, Charles & Scott, Ltd.
2171 Jericho Tpk., Commack (Hunt)
(PO Box 433)
................................................Tel: 631-462-1553
Toll-Free:....................................1-800-652-4445; Fax:..................................................
631-462-5751
Email:..........................
sales@wcscollects.com
; Internet:.............................
www.wcscollects.com
Mo-Fr 9-5;
Map