Wealth Management in Ronkonkoma, NY

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List of Firms

Ronkonkoma, NY Wealth Management Firms

PFM Asset Management LLC
Location 905 Marconi Ave, Ronkonkoma, NY 11779, USA
Phone (631) 580-6200
Directions
Menna Wealth Planning Group, Inc.
Location 3075 Veterans Memorial Hwy Ste 130, Ronkonkoma, NY 11779, USA
Phone (631) 605-8400
Language https://mennafinancial.com/
Directions
magii inc.
3 out of 5
Location 490 Wheeler Rd # 265, Hauppauge, NY 11788, USA
Phone (631) 434-8200
Language http://www.magii-inc.com/
Directions
Jeremy Rayburn - Morgan Stanley
Location 888 Veterans Memorial Hwy Ste 300, Hauppauge, NY 11788, USA
Phone (631) 851-5330
Language https://advisor.morganstanley.com/jeremy.rayburn?y_source=1_MTcxMzMyMDMtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
The McVey Group - Morgan Stanley
Location 898 Veterans Memorial Hwy Ste 500, Hauppauge, NY 11788, USA
Phone (631) 851-5331
Directions
Merrill Lynch Wealth Management Advisor Lori A Bjorndahl
Location 50 NY-111, Smithtown, NY 11787, USA
Phone (631) 361-3218
Language https://fa.ml.com/new-york/smithtown/the-gergel-group
Directions
Merrill Lynch Wealth Management
Location 50 NY-111, Smithtown, NY 11787, USA
Phone (631) 361-3221
Language https://www.local.ml.com/SMITHTOWN_NY
Directions
B. Riley Wealth Tax Services (formerly National Tax and Financial Services) Lake Ronkonkoma, NY
4 out of 5
Location 500 Portion Rd #4, Lake Ronkonkoma, NY 11779, USA
Phone (631) 981-6296
Language https://www.yournational.com/lake-ronkonkoma-tax/
Directions
Greg Selg
Location 4250 Veterans Memorial Hwy, Holbrook, NY 11741, USA
Phone (631) 439-4600 ext. 269
Language http://www.gswmc.com/contact
Directions
Hendel Wealth Management Group
5 out of 5
Location 95 Smithtown Blvd, Smithtown, NY 11787, USA
Phone (631) 239-3000
Language https://www.raymondjames.com/hendelwmg
Directions
The Spaventa Group
Location 3275 Veterans Memorial Hwy Suite B9, Ronkonkoma, NY 11779, USA
Phone (631) 614-2615
Language http://tsginvest.com/
Directions
Citi Personal Wealth Management
Location 18 E Main St, Smithtown, NY 11787, USA
Phone (631) 724-1309
Language https://investments.citi.com/
Directions
Merrill Lynch Wealth Management Advisor Bruce Daniel Huggins
Location 50 NY-111, Smithtown, NY 11787, USA
Phone (631) 361-3243
Language https://fa.ml.com/new-york/smithtown/bruce-d-huggins
Directions
North Shore Wealth Management Advisors, Inc.
Location 200 Motor Pkwy Suite A5, Hauppauge, NY 11788, USA
Phone (631) 780-5556
Language http://www.nsadvisors.com/
Directions
Sung Moo Cho - Financial Advisor, Ameriprise Financial Services, LLC
Location 1174 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (631) 770-0335
Language https://www.ameripriseadvisors.com/SungMoo.Cho/?cid=IP_local_yext
Directions
RICHARD F. MILELLA
Location 1393 Veterans Memorial Hwy #314n, Hauppauge, NY 11788, USA
Phone (800) 471-8666
Language http://rfmadvisors.com/
Directions
Ivy Peterson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 800 Veterans Memorial Hwy Ste 100, Hauppauge, NY 11788, USA
Phone (631) 418-8000
Language https://www.ameripriseadvisors.com/Ivy.C.Peterson/?cid=IP_local_google
Directions
Draper Asset Management LLC
Location 116 Terry Rd #16, Smithtown, NY 11787, USA
Phone (631) 361-4925
Directions
Miracle Mile Advisors
Location 145 Marcus Blvd Suite 1, Hauppauge, NY 11788, USA
Phone (631) 952-3700
Language https://miraclemileadvisors.com/
Directions
McCormick Wealth Management Group - Ameriprise Financial Services, LLC
Location 640 Johnson Ave Ste 201, Bohemia, NY 11716, USA
Phone (631) 582-9770
Language https://www.ameripriseadvisors.com/team/mccormick-wealth-management-group/?cid=IP_local_google
Directions
Ehli & Associates Wealth Management
Location 640 Johnson Ave Ste 202, Bohemia, NY 11716, USA
Phone (631) 319-6777
Language https://www.raymondjames.com/ehliassociates
Directions
Creative Wealth Management, LLC
Location 1377 Motor Pkwy # 212, Islandia, NY 11749, USA
Phone (631) 232-9170
Directions
Paragon Financial Group
5 out of 5
Location 4250 Veterans Memorial Hwy #420e, Holbrook, NY 11741, USA
Phone (631) 425-1111
Language http://myparagonadvisor.com/
Directions
Kuttin Wealth Management - Ameriprise Financial Services, LLC
4 out of 5
Location 1174 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (631) 770-0335
Language https://www.ameripriseadvisors.com/team/kuttin-wealth-management/?cid=IP_local_google
Directions
Gold Coast Wealth Advisors - Ameriprise Financial Services, LLC
Location 800 Veterans Memorial Hwy Ste 100, Hauppauge, NY 11788, USA
Phone (631) 418-8000
Language https://www.ameripriseadvisors.com/team/gold-coast-financial-group/?cid=IP_local_google
Directions
The Rooney Group - Morgan Stanley
Location 888 Veterans Memorial Hwy Ste 300, Hauppauge, NY 11788, USA
Phone (631) 851-5319
Language https://advisor.morganstanley.com/the-rooney-group?y_source=1_MTA4MjUwMTktNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Jonathan Kuttin - Private Wealth Advisor, Ameriprise Financial Services, LLC
4 out of 5
Location 1174 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (631) 770-0335
Language https://www.ameripriseadvisors.com/jonathan.s.kuttin/?cid=IP_local_google
Directions
Conrad Capital Management Inc.
Location 1300 Veterans Memorial Hwy Suite 230, Hauppauge, NY 11788, USA
Phone (631) 439-7878
Language https://www.conradcapital.com/
Directions
American Portfolios Financial Services
5 out of 5
Location 4250 Veterans Memorial Hwy #420e, Holbrook, NY 11741, USA
Phone (631) 439-4600
Language https://www.americanportfolios.com/
Directions
Girard Wealth Management Group of Raymond James
3 out of 5
Location 376 Mark Tree Rd, Setauket- East Setauket, NY 11733, USA
Phone (631) 527-0205
Language https://www.girardwmg.com/
Directions
John Kitevski - Morgan Stanley
Location 888 Veterans Memorial Hwy Ste 300, Hauppauge, NY 11788, USA
Phone (631) 851-5313
Language https://advisor.morganstanley.com/john.kitevski?y_source=1_MTEwOTA0MDMtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Arcadia Wealth Management
Location 10 Edgewood Ave, Smithtown, NY 11787, USA
Phone (631) 549-5400
Language http://www.arcadiawm.com/
Directions
Cathy Wear - Financial Advisor, Ameriprise Financial Services, LLC
Location 1174 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (631) 770-0335
Language https://www.ameripriseadvisors.com/catherine.m.wear/?cid=IP_local_google
Directions
Ameriprise Financial
Location Hauppauge, NY 11788, USA
Phone (631) 582-9770
Language http://www.ameriprise.com/
Directions
American Millennium Group
Location 2120 5th Ave, Ronkonkoma, NY 11706, USA
Phone (631) 647-5210
Language http://mitatlika.com/
Directions
Donald McCormick - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 640 Johnson Ave Ste 201, Bohemia, NY 11716, USA
Phone (631) 582-9770
Language https://www.ameripriseadvisors.com/donald.j.mccormick/?cid=IP_local_google
Directions
Barons Financial Strategies, Inc.
5 out of 5
Location 3920 Veterans Memorial Hwy Ste 15, Bohemia, NY 11716, USA
Phone (631) 439-4670
Language http://www.baronsfinancialstrategies.com/
Directions
Colarossi & Williams
Location One, Suffolk Square Suite 550, Islandia, NY 11749, USA
Phone (631) 300-4320
Language http://www.cwplanners.com/
Directions
FDM Wealth Management
Location 325 Jericho Turnpike, Smithtown, NY 11787, USA
Phone (631) 454-8181
Language http://www.fdmwealth.com/contact
Directions
Merrill Lynch Wealth Management Advisor Patrick J O'Leary
Location 50 NY-111, Smithtown, NY 11787, USA
Phone (631) 361-3254
Language https://fa.ml.com/new-york/smithtown/patrick_oleary
Directions
Castle Asset Management
5 out of 5
Location 145 Marcus Blvd, Hauppauge, NY 11788, USA
Phone (631) 952-3700
Directions
Synergy Wealth Strategies
5 out of 5
Location 227 E Main St, Smithtown, NY 11787, USA
Phone (631) 961-5432
Language http://www.synergywealthstrategies.com/
Directions
Donald Hehir & Associates LLC
Location 1377 Motor Pkwy # 206, Islandia, NY 11749, USA
Phone (631) 656-5307
Language http://www.dhehirandassociates.com/
Directions
Snyder Capital Management
Location 1733 N Ocean Ave Ste B, Medford, NY 11763, USA
Phone (631) 289-4224
Language https://www.snydercapitalmanagement.com/
Directions
Wealth Management in Ronkonkoma, NY

Where Wealth Management Advisors in Ronkonkoma, NY Serve

Ronkonkoma, NY is a bustling town located in Suffolk County, Long Island. The town is home to several landmarks such as Lake Ronkonkoma, the largest freshwater lake in Long Island, and the Ronkonkoma train station, which provides easy access to New York City. The town is also home to several top employers, including Stony Brook University, Brookhaven National Laboratory, and the Long Island MacArthur Airport. Major highways that run through Ronkonkoma include the Long Island Expressway, the Northern State Parkway, and the Sunrise Highway. Neighborhoods in Ronkonkoma include Lake Hills, Connetquot, and Ronkonkoma Oaks. With its rich history and vibrant community, Ronkonkoma is a great place to live, work, and play.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Ronkonkoma, NY can benefit from a bank in numerous ways. For instance, a bank can provide them with easy access to financial services, such as checking and savings accounts, loans, and credit cards. Additionally, it can offer them investment opportunities, such as stocks, bonds, and mutual funds, to help them grow their wealth. Moreover, a bank can assist residents in managing their finances by providing them with financial planning and advisory services. Specifically, given that Ronkonkoma, NY is a suburban area with a growing population, a bank can help residents with their housing needs by providing them with mortgage loans, refinancing options, and home equity lines of credit. Furthermore, a bank can support local businesses in Ronkonkoma, NY by offering them commercial loans and lines of credit to help them expand and create job opportunities for the community.

Insurance Broker

Residents of Ronkonkoma, NY can benefit from the services of an insurance broker in a variety of ways. For example, an insurance broker can help residents navigate the complex world of health insurance, which is particularly important in a town like Ronkonkoma where there are a variety of healthcare providers and insurance options. Additionally, an insurance broker can help residents find the best rates on home and auto insurance, which is important in a town where severe weather events like hurricanes and snowstorms are common. Furthermore, an insurance broker can help residents understand the nuances of life insurance and disability insurance, which can be particularly important for families with young children or elderly relatives. Overall, an insurance broker can provide invaluable assistance to residents of Ronkonkoma, NY, helping them to navigate the complex world of insurance and find the best coverage for their needs.

Retirement Planning

Residents of Ronkonkoma, NY could greatly benefit from the services of a retirement planner. With a population of over 19,000 and a median age of 42, many individuals in Ronkonkoma are likely starting to think about their retirement plans. A retirement planner can assist with a variety of tasks, including creating a personalized retirement plan, providing advice on investment strategies, and helping to navigate complex retirement regulations. With the cost of living in Ronkonkoma being 13% higher than the national average, residents may need to take extra precautions to ensure they have enough saved for retirement. Additionally, with the proximity to New York City, residents may have unique financial considerations, such as high taxes and the cost of living. A retirement planner can help navigate these challenges and ensure residents are on track to achieve their retirement goals.

Financial Advisor

Residents of Ronkonkoma, NY can benefit from the services of a financial advisor in a multitude of ways. For instance, the high cost of living in the area can be a major challenge for many families. A financial advisor can help residents develop a budgeting plan that takes into account the unique financial pressures of the area, such as high housing costs and property taxes. Additionally, a financial advisor can provide guidance on investment opportunities that are specific to the region, such as real estate investments in the Long Island area. With the help of a financial advisor, residents of Ronkonkoma can make informed decisions about their finances and secure a stable financial future for themselves and their families.

Mortgage Loan Officer

Residents of Ronkonkoma, NY can benefit from the expertise of a mortgage loan officer in various ways. For starters, a mortgage loan officer can assist them in finding the best mortgage product for their needs and budget. Given that Ronkonkoma is a hamlet in the town of Islip, which is situated in the heart of Long Island, residents may have unique requirements when it comes to securing a mortgage. A mortgage loan officer can help them navigate the local real estate market, which is known for its high property values. Additionally, a mortgage loan officer can help residents understand the intricacies of mortgage rates, terms, and conditions, which can be confusing for the average person. They can also help residents with credit issues or other financial challenges that may impact their ability to secure a mortgage. Overall, a mortgage loan officer can be an invaluable resource for residents of Ronkonkoma who are looking to buy a home or refinance their existing mortgage.

Tax Services

Residents of Ronkonkoma, NY can benefit from the expertise of a tax advisor in numerous ways. For instance, a tax advisor can assist them in navigating the complex tax laws of New York State, which can be particularly challenging given the state's high tax rates and numerous deductions and credits. Additionally, a tax advisor can help Ronkonkoma residents maximize their tax savings by identifying deductions and credits that they may not be aware of. For example, residents who own homes in Ronkonkoma may be eligible for deductions related to property taxes and mortgage interest payments. Moreover, a tax advisor can help Ronkonkoma residents plan for their financial future by providing advice on retirement planning, estate planning, and investment strategies. In short, a tax advisor can be an invaluable resource for residents of Ronkonkoma, NY who want to manage their finances more effectively and make the most of their hard-earned money.

Estate Planning Lawyer

Residents of Ronkonkoma, NY can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents to create a comprehensive estate plan that addresses all of their unique needs and concerns. This may include drafting a will, setting up trusts, and establishing powers of attorney. Additionally, an estate planning lawyer can help residents to minimize taxes and avoid probate, which can be a time-consuming and expensive process. With its proximity to Lake Ronkonkoma, residents of this area may have specific concerns about protecting their assets and property from water damage or other natural disasters. An estate planning lawyer can help residents to develop a plan that takes these concerns into account, ensuring that their assets are protected in the event of an unexpected event. Overall, an estate planning lawyer can provide peace of mind and security for residents of Ronkonkoma, NY, helping them to protect their assets and ensure that their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Ronkonkoma, NY can provide a range of wealth management services to clients in the area. From investment planning to retirement planning, a wealth manager can help clients achieve their financial goals. One specific aspect of Ronkonkoma, NY that a wealth manager can take advantage of is its location. Situated in the heart of Long Island, Ronkonkoma is home to a diverse range of industries and businesses. This presents unique opportunities for wealth managers to help clients invest in local companies and industries, while also diversifying their portfolios. Additionally, the wealth manager can work with clients to navigate the complex tax laws and regulations in New York State, ensuring that they are taking advantage of all available tax-saving strategies. With their expertise and knowledge of the local market, a wealth manager in Ronkonkoma, NY can provide invaluable guidance and support to clients looking to grow and protect their wealth.

Ronkonkoma, NY is the ultimate destination for individuals seeking the services of a wealth manager. Nestled in the heart of Long Island, Ronkonkoma boasts a vibrant economy and a diverse community, making it an ideal place to grow your wealth. With its unique blend of urban and suburban living, Ronkonkoma offers a wealth of opportunities for investors to diversify their portfolios. From its bustling downtown area to its serene parks and lakes, Ronkonkoma has something for everyone. What sets this town apart is its commitment to innovation and progress. With a thriving business community and a strong focus on education, Ronkonkoma is poised for continued growth and prosperity. For anyone looking to secure their financial future, Ronkonkoma, NY is the perfect place to start.