226 results for:

Investment Services in East Setauket

Property Pear

Property Pear Verified by Uberall

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631-894-4699

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Property Pear

Property Pear Verified by Uberall

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Property Pear is a trusted real estate investment company offering cash for homes across Suffolk County, Nassau County, and throughout Long Island, with additional coverage in New York City. If you need to sell your house fast, we buy homes as-is-no repairs, no realtor fees, and no hassle. Our local cash home buyers help homeowners facing foreclosure, tax issues, inherited... Read More about Property Pear

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Colony Wealth Advisors of Janney Montgomery Scott

Colony Wealth Advisors of Janney Montgomery Scott Verified by Yext

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100 Motor Parkway, Suite 590, Hauppauge, NY

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Your financial life deserves a plan built around you. Wherever you are today, we can help create personalized strategies aligned with your goals, values, and long-term vision—so you can move forward with clarity and confidence. Let’s Plan for More™ together.

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Wilmington Trust

Wilmington Trust Verified by Yext

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100 Motor Parkway, 6th Floor, Hauppauge, NY

212-415-0500

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Wilmington Trust

Wilmington Trust Verified by Yext

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100 Motor Parkway, 6th Floor, Hauppauge, NY

Plan your visit to Wilmington Trust's in Hauppauge, NY by checking our hours of operation and giving us a call to schedule your appointment. Wilmington Trust is a premier provider of wealth management and trust services. We excel at finding the right strategy to achieve your personal and corporate goals.

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Flagstar Private Bank

Flagstar Private Bank Verified by Yext

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360 Motor Parkway, Suite 150, Hauppauge, NY

631-962-7326

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Flagstar Private Bank

Flagstar Private Bank Verified by Yext

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360 Motor Parkway, Suite 150, Hauppauge, NY

Flagstar Private Bank in Hauppauge, NY delivers tailored solutions for clients with specialized banking, lending, and wealth needs. Our private bankers are experienced, knowledgeable, and provide a single-point-of-contact to work with individuals, families, and businesses on strategic wealth management, customized lending, and premier banking services—all with the responsiveness and discretion you expect. Partner with a team that’s committed to aligning... Read More about Flagstar Private Bank

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Edward Jones - Financial Advisor: Robert S Madden II, AAMS®|CRPC™

Edward Jones - Financial Advisor: Robert S Madden II, AAMS®|CRPC™ Verified by Yext

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79 Broadway, Greenlawn, NY

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Janney Montgomery Scott

Janney Montgomery Scott Verified by Yext

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100 Motor Parkway, Suite 590, Hauppauge, NY

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Your financial life deserves a plan built around you. Wherever you are today, we can help create personalized strategies aligned with your goals, values, and long-term vision—so you can move forward with clarity and confidence. Let’s Plan for More™ together.

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Susan Whitcomb - Financial Advisor, Ameriprise Financial Services, LLC

Susan Whitcomb - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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842 Fort Salonga Rd, Ste 2, Northport, NY

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Northport, NY area, Susan Whitcomb will take the time to understand you and your goals, as well as those changing... Read More about Susan Whitcomb - Financial Advisor, Ameriprise Financial Services, LLC

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Gold Coast Wealth Advisors - Ameriprise Financial Services, LLC

Gold Coast Wealth Advisors - Ameriprise Financial Services, LLC Verified by Yext

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800 Veterans Memorial Hwy, Ste 100, Hauppauge, NY

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At Gold Coast Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Hauppauge, NY area... Read More about Gold Coast Wealth Advisors - Ameriprise Financial Services, LLC

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Nuccio Wealth Strategies - Ameriprise Financial Services, LLC

Nuccio Wealth Strategies - Ameriprise Financial Services, LLC Verified by Yext

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One Corporate Drive, Ste 202, Bohemia, NY

More info available at FINRA's BrokerCheck website

At Nuccio Wealth Strategies, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Bohemia, NY area to... Read More about Nuccio Wealth Strategies - Ameriprise Financial Services, LLC

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Scott Kaufman - Financial Advisor, Ameriprise Financial Services, LLC

Scott Kaufman - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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1174 Veterans Memorial Hwy, Hauppauge, NY

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Hauppauge, NY area, Scott Kaufman will take the time to understand you and your goals, as well as those changing... Read More about Scott Kaufman - Financial Advisor, Ameriprise Financial Services, LLC

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Maria Cappa - Financial Advisor, Ameriprise Financial Services, LLC

Maria Cappa - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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One Corporate Drive, Ste 202, Bohemia, NY

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bohemia, NY area, Maria Cappa will take the time to understand you and your goals, as well as those changing... Read More about Maria Cappa - Financial Advisor, Ameriprise Financial Services, LLC

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Ashley Lang - Private Wealth Advisor, Ameriprise Financial Services, LLC

Ashley Lang - Private Wealth Advisor, Ameriprise Financial Services, LLC Verified by Yext

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1174 Veterans Memorial Hwy, Hauppauge, NY

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Hauppauge, NY area, Ashley Lang will take the time to understand you and your goals, as well as those changing... Read More about Ashley Lang - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Brian G Jacobs - Financial Advisor, Ameriprise Financial Services, LLC

Brian G Jacobs - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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2150 Joshuas Path, Ste 200, Hauppauge, NY

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Hauppauge, NY area, Brian G Jacobs will take the time to understand you and your goals, as well as those... Read More about Brian G Jacobs - Financial Advisor, Ameriprise Financial Services, LLC

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Wells Fargo Advisors

Wells Fargo Advisors Verified by Yext

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601 Portion Rd, Lake Ronkonkoma, NY

631-585-0297

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Wells Fargo Advisors

Wells Fargo Advisors Verified by Yext

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601 Portion Rd, Lake Ronkonkoma, NY

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Christopher Pratt - Wilmington Advisors @ M&T Verified by Yext

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100 Motor Parkway, Suite 600, Hauppauge, NY

Chris specializes in helping individuals, business owners, and endowments and foundations thrive over the long term, providing customized investment and insurance planning. He takes great pride in fostering long standing relationships with his clients based on trust, respect, and understanding what’s important to each client.

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Inventing For Tomorrow

Inventing For Tomorrow Verified by CentralIndex

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631-504-0528

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Jeffrey J. Quinn - Wilmington Advisors @ M&T

Jeffrey J. Quinn - Wilmington Advisors @ M&T Verified by Yext

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100 Motor Parkway, Suite 600, Hauppauge, NY

631-574-0495

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Jeffrey J. Quinn - Wilmington Advisors @ M&T Verified by Yext

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100 Motor Parkway, Suite 600, Hauppauge, NY

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Edward Jones - Financial Advisor: John T Malinak, AAMS®

Edward Jones - Financial Advisor: John T Malinak, AAMS® Verified by Yext

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2193 Jericho Turnpike, Commack, NY

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Michael Christodoulou, ChFC®|ABFP®|AAMS®|CRPC™|SE-AWMA®|CRPS™

Retirement Ready?Try Our Calculator and See!

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Wells Fargo Advisors

Wells Fargo Advisors Verified by Yext

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70 North Country Road, Suite 301, Port Jefferson, NY

631-473-4300

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This location does not handle banking transactions

Wells Fargo Advisors

Wells Fargo Advisors Verified by Yext

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70 North Country Road, Suite 301, Port Jefferson, NY

This location does not handle banking transactions

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Inventing For Tomorrow

Inventing For Tomorrow Verified by CentralIndex

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631-504-0528

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100 Motor Parkway, 6th Floor, Hauppauge, NY 212-415-0500
601 Portion Rd, Lake Ronkonkoma, NY 631-585-0297
70 North Country Road, Suite 301, Port Jefferson, NY 631-473-4300