Best Financial Advisors in Suffolk County, NY

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List of Firms

Suffolk County, NY Fiduciary Financial Advisors

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Insignis Financial Group LLC
Location 200 Broadhollow Rd, Melville, NY 11747, USA
Phone (877) 405-0910
Directions
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LPL Financial
SEC File# 801-10970
CRD# 6413
Location 900 NY-111, Hauppauge, NY 11788, USA
Phone (631) 350-7024
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Gold Coast Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 800 Veterans Memorial Hwy Ste 100, Hauppauge, NY 11788, USA
Phone (631) 418-8000
Directions
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Christopher Drew - RBC Wealth Management Financial Advisor
Location 223 W Montauk Hwy Suite 206, Hampton Bays, NY 11946, USA
Phone (631) 723-4145
Directions
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Donald McCormick - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 640 Johnson Ave Ste 201, Bohemia, NY 11716, USA
Phone (631) 582-9770
Directions
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North Shore Wealth Management Advisors, Inc.
Location 200 Motor Pkwy Suite A5, Hauppauge, NY 11788, USA
Phone (631) 780-5556
Directions
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Ivy Peterson - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 800 Veterans Memorial Hwy Ste 100, Hauppauge, NY 11788, USA
Phone (631) 418-8000
Directions
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Anthony Ghiglieri - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1174 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (631) 770-0335
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Peter Barone - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
1 out of 5
Location 1600 Express Dr S Ste 201, Hauppauge, NY 11788, USA
Phone (631) 780-7056
Directions
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Thomas J Morra - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1 Huntington Quad Ste 2S14, Melville, NY 11747, USA
Phone (631) 396-2075
Directions
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Maria G DeGennaro - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 445 Broadhollow Rd Ste 317, Melville, NY 11747, USA
Phone (631) 590-7996
Directions
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Christopher Tong - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 201 Moreland Rd Ste 2, Hauppauge, NY 11788, USA
Phone (631) 309-5700
Directions
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Edward Reilly - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 445 Broadhollow Rd Ste 317, Melville, NY 11747, USA
Phone (631) 377-7192
Directions
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Rocco A. Carriero Wealth Partners - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 250 Montauk Hwy, East Moriches, NY 11940, USA
Phone (631) 283-8482
Directions
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Anthony P Palumbo - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 200 Broadhollow Rd Ste 302, Melville, NY 11747, USA
Phone (631) 760-2985
Directions
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Suffolk County Retirement Planning
Location 1393 Veterans Memorial Hwy #414n, Hauppauge, NY 11788, USA
Phone (631) 851-5990
Directions
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Pivotal Financial Services, Inc
Location 445 Broadhollow Rd #25, Melville, NY 11725, USA
Phone (631) 486-8128
Directions
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Tilton Financial Planning
5 out of 5
Location 150 Motor Pkwy #401, Hauppauge, NY 11788, USA
Phone (631) 787-8487
Directions
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Comprehensive Financial
SEC File# 801-66512
CRD# 140190
5 out of 5
Location 86 Carleton Ave, East Islip, NY 11730, USA
Phone (631) 952-8600
Directions
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Barnum Financial Group
Location 1 Rabro Dr # 11, Hauppauge, NY 11788, USA
Phone (631) 270-4902
Directions
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Martino Planning Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1200 Veterans Memorial Hwy Ste 105, Hauppauge, NY 11788, USA
Phone (631) 663-3133
Directions
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John Bellontine Financial Advisor
Location 105 Maxess Rd Suite 314, Melville, NY 11747, USA
Phone (631) 350-1588
Directions
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Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 200 Broadhollow Rd Ste 302, Melville, NY 11747, USA
Phone (631) 760-2265
Directions
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Jeff Biscardi - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2150 Joshuas Path Ste 200, Hauppauge, NY 11788, USA
Phone (631) 858-0288
Directions
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Justin Andreoli - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 200 Broadhollow Rd Ste 302, Melville, NY 11747, USA
Phone (631) 424-2482
Directions
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James A. Covell - RBC Wealth Management Financial Advisor
Location 223 W Montauk Hwy Suite 206, Hampton Bays, NY 11946, USA
Phone (212) 703-6015
Directions
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Independent Financial Planner Joseph Carbone, Jr., CFP®
Location 982 Montauk Hwy, Bayport, NY 11763, USA
Phone (631) 714-6869
Directions
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Brad Financial Group
Location 246 Railroad Ave, Sayville, NY 11782, USA
Phone (631) 750-5939
Directions
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Michael S Fisher - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 200 Broadhollow Rd Ste 302, Melville, NY 11747, USA
Phone (631) 424-0749
Directions
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Christopher J Fucci - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 150 Broadhollow Rd Ste 205, Melville, NY 11747, USA
Phone (631) 923-0885
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 445 Broadhollow Rd, Melville, NY 11747, USA
Phone (631) 770-0333
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Bostwick Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 515 Broadhollow Rd Ste 800, Melville, NY 11747, USA
Phone (516) 908-1908
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Sean Bostwick - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 515 Broadhollow Rd Ste 800, Melville, NY 11747, USA
Phone (516) 908-1908
Directions
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Andrew Drost - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1 Huntington Quad Ste 2S14, Melville, NY 11747, USA
Phone (631) 396-2075
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Jonathan Kuttin - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
4 out of 5
Location 1174 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (631) 770-0335
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Peter Goldberg - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 50 Station Rd Bldg 6 Unit 2, Water Mill, NY 11976, USA
Phone (631) 458-7050
Directions
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Charles Justino - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1174 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (631) 343-3200
Directions
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Evan Branfman - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1174 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (800) 445-4595
Directions
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Donald Johannes - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 200 Broadhollow Rd Ste 302, Melville, NY 11747, USA
Phone (631) 424-2482
Directions
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Morgan Stanley Financial Advisors
Location 888 Veterans Memorial Hwy Ste 300, Hauppauge, NY 11788, USA
Phone (800) 965-5684
Directions
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Christopher Mirandi - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 200 Broadhollow Rd Ste 302, Melville, NY 11747, USA
Phone (631) 760-2293
Directions
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Robert Martino - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1200 Veterans Memorial Hwy Ste 105, Hauppauge, NY 11788, USA
Phone (631) 663-3133
Directions
Financial Advisors in Suffolk County, NY

Where Certified Financial Advisors in Suffolk County, NY Serve

Suffolk County, NY is a vibrant and diverse region located on Long Island. From the iconic Montauk Lighthouse to the world-renowned beaches of the Hamptons, Suffolk County boasts a wealth of landmarks that attract visitors from all over the world. The county is home to top employers such as Stony Brook University, Northwell Health, and the Suffolk County Government. With major highways like the Long Island Expressway and Sunrise Highway, getting around Suffolk County is a breeze. The county is also home to bustling streets like Main Street in Patchogue and New York Avenue in Huntington, which offer a variety of shops, restaurants, and entertainment options. Some of the most popular neighborhoods in Suffolk County include the charming village of Greenport, the historic town of Northport, and the affluent community of Southampton. With so much to see and do, Suffolk County is a must-visit destination for anyone looking to experience the best of Long Island.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Suffolk County, NY can benefit greatly from the guidance and expertise of a financial advisor. With its high cost of living and proximity to New York City, many individuals in Suffolk County face unique financial challenges. A financial advisor can help residents navigate these challenges by providing personalized advice on budgeting, saving, and investing. They can also assist with retirement planning, tax strategies, and estate planning. Additionally, given the county's proximity to the coast, a financial advisor can help residents prepare for the financial impact of natural disasters such as hurricanes and floods. Overall, working with a financial advisor can provide peace of mind and help residents achieve their financial goals in the face of the unique challenges of living in Suffolk County, NY.

Insurance Broker

Residents of Suffolk County, NY can benefit greatly from the services of an insurance broker. Suffolk County is home to a diverse population with varying insurance needs, and an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their unique situations. For example, residents living near the coast may need specialized coverage for flood and hurricane damage, while those living in more rural areas may require coverage for farm equipment or livestock. An insurance broker can also help residents save money by comparing policies and finding discounts that they may not be aware of. Overall, an insurance broker can be a valuable resource for residents of Suffolk County, NY looking to protect themselves and their assets.

Retirement Planning

Residents of Suffolk County, NY can greatly benefit from the services of a retirement planner. With its high cost of living and proximity to New York City, many residents of Suffolk County are facing unique challenges when it comes to planning for retirement. A retirement planner can help individuals navigate the complex world of retirement planning, including strategies for saving, investing, and managing debt. Additionally, a retirement planner can help individuals take advantage of the many resources available in Suffolk County, such as the county's robust healthcare system and numerous parks and recreational areas. By working with a retirement planner, residents of Suffolk County can ensure that they are on track to achieve their retirement goals and enjoy a comfortable and fulfilling retirement.

Wealth Management

Residents of Suffolk County, NY could benefit greatly from the services of a wealth manager. One specific way a wealth manager could help is by providing guidance on managing the high cost of living in the area. Suffolk County is known for its expensive real estate, taxes, and overall cost of living. A wealth manager could help residents navigate these financial challenges by creating a personalized financial plan that takes into account their income, expenses, and long-term financial goals. They could also provide advice on investment strategies, retirement planning, and estate planning to ensure that residents are able to achieve financial stability and security in a region where financial pressures can be particularly high.

Mortgage Loan Officer

Residents of Suffolk County, NY can benefit greatly from the expertise and guidance of a mortgage loan officer. These professionals can assist homebuyers in finding the right mortgage product for their needs, whether it be a conventional loan, FHA loan, or VA loan. They can also help homeowners refinance their existing mortgages to take advantage of lower interest rates or to access equity in their homes. In addition, mortgage loan officers can provide valuable information about the local real estate market in Suffolk County, which is known for its beautiful beaches, historic landmarks, and vibrant communities. With their knowledge and experience, mortgage loan officers can help residents of Suffolk County achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Suffolk County, NY can benefit greatly from the expertise of a tax advisor. With the county's high cost of living and complex tax laws, a tax advisor can help residents navigate the intricacies of tax planning, preparation, and filing. Specifically, Suffolk County has unique tax laws related to property taxes, which can be a major expense for homeowners. A tax advisor can help residents understand deductions and exemptions related to property taxes, as well as advise on strategies for reducing their tax burden. Additionally, a tax advisor can provide guidance on retirement planning, investment strategies, and estate planning to help residents maximize their financial well-being. Overall, a tax advisor can be an invaluable resource for residents of Suffolk County looking to optimize their financial situation and minimize their tax liability.

Estate Planning Lawyer

Residents of Suffolk County, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Suffolk County is by creating a comprehensive estate plan that takes into account the unique laws and regulations of the county. For example, residents of Suffolk County may need to consider the impact of state and local taxes on their estate plan, as well as the specific rules surrounding probate and estate administration in the county. An experienced estate planning lawyer can provide guidance and support throughout the process, ensuring that residents of Suffolk County have a plan in place that meets their needs and protects their assets.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Suffolk County, NY