Financial Planners in East Setauket, NY

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Ostapow Financial Services

5. Ostapow Financial Services

(631) 751-1777

4 Redbridge Ct
Setauket, NY 11733

From Business: We provide financial advice for people who want to protect and grow their money. Our reputation is built on a long track record of working with people who want to…

Frey Bitzas Colette Cfp

6. Frey Bitzas Colette Cfp

(631) 675-0245

249 Main St
East Setauket, NY 11733

Ronald I Posnack Cfp

8. Ronald I Posnack Cfp

(631) 689-1920

18 Bennett Ln
Stony Brook, NY 11790

S MTB Financial Group

9. S MTB Financial Group

(631) 941-0200

45 Research Way Ste 200
East Setauket, NY 11733

Fortitude Investment Group

11. Fortitude Investment Group

(631) 474-1610

417 E Main St Ste 300
Port Jefferson, NY 11777

From Business: As an independent branch office of Concorde Investment Services, LLC, Fortitude Investment Group has access to a wide range of financial products and services for…

Coastline Wealth Management

12. Coastline Wealth Management

(631) 473-1188

414 Main St Ste 302
Port Jefferson, NY 11777

From Business: At Coastline Wealth Management, we offer our clients a full suite of services, considering tax efficiency, long-term wealth creation, and most importantly, your u…

Morgan Stanley

13. Morgan Stanley

(631) 642-8600

414 Main St Ste 101
Port Jefferson, NY 11777

From Business: We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manag…

Renaissance Technology Corp

14. Renaissance Technology Corp

(631) 689-3184

470 Route 25a
East Setauket, NY 11733

Old Field Advisors

15. Old Field Advisors

(631) 751-7230

5 Shaker Hollow Rd
Setauket, NY 11733

Ubs AG

17. Ubs AG

(631) 642-6000

100 Mariners Way Unit A
Port Jefferson, NY 11777

Wells Fargo Advisors

21. Wells Fargo Advisors

(631) 473-4300

70 N Country Rd Ste 301
Port Jefferson, NY 11777

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, ser…

Cleared Credit Service

22. Cleared Credit Service

(631) 509-4250

4747-28 Nesconset Hwy
Port Jefferson Station, NY 11776

From Business: About Us Today is a different world. Today credit repair is essential not only for purchasing homes, cars, etc., but also for jobs, insurance, and a number of oth…

Harbor Financial

23. Harbor Financial

(631) 403-4211

40 N Country Rd
Port Jefferson, NY 11777

Federmann Financial Services

24. Federmann Financial Services

(631) 981-1904

Rocky Point, NY 11778

From Business: 745 Route 25A Suite C, PO Box 5729, Rocky Point NY 11778

Andre Williams Financial Professional

26. Andre Williams Financial Professional

(917) 915-2260

Serving the
East Setauket Area

American Capital Partners LLC

27. American Capital Partners LLC

(888) 502-5030

Serving the
East Setauket Area

From Business: American Capital Partners, LLC has provided information pursuant to SEC Rule(s) 605 and 606 that requires firms to make publicly available, quarterly reports on t…

Jessica LaForge CPA MBA

28. Jessica LaForge CPA MBA

(631) 371-6340

15 Maureen Ln
Stony brook, NY 11790

From Business: Accounting, payroll and bookkeeping solutions for Long Island small businesses

LPL Financial

29. LPL Financial

(631) 509-4062

60 N Country Rd Ste 103
Port Jefferson, NY 11777

Munistat Services Inc

30. Munistat Services Inc

(631) 331-8888

12 Roosevelt Ave Ste A
Port Jefferson Station, NY 11776

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