Wealth Management in Centereach, NY

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List of Firms

Centereach, NY Wealth Management Firms

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Asset Management
Location 2701 Middle Country Rd, Lake Grove, NY 11755, USA
Phone (631) 588-0003
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Lippencott Financial Group
Location 4 Technology Dr, Setauket- East Setauket, NY 11733, USA
Phone (631) 331-2964
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Fidelity Investments
4 out of 5
Location 142 New Moriches Rd, Lake Grove, NY 11755, USA
Phone (800) 544-0172
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First Financial Advisors Group
Location 348 Main St, Setauket- East Setauket, NY 11733, USA
Phone (631) 689-1515
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Creative Wealth Management, LLC
Location 1377 Motor Pkwy # 212, Islandia, NY 11749, USA
Phone (631) 232-9170
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Diversified Financial Solutions
5 out of 5
Location 1355 N Ocean Ave, Medford, NY 11763, USA
Phone (631) 758-8691
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Pension Fund Evaluations
SEC File# 801-15614
CRD# 10985
Location 2450 Middle Country Rd # 104, Centereach, NY 11720, USA
Phone (631) 585-6347
Time Monday: 10:00 AM – 4:00 PM Tuesday: 10:00 AM – 4:00 PM Wednesday: 10:00 AM – 4:00 PM Thursday: 10:00 AM – 4:00 PM Friday: 10:00 AM – 5:00 PM Saturday: 10:00 AM – 12:00 PM Sunday: Closed
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Komich Capital Advisors
Location 207 Hallock Rd Suite 1, Stony Brook, NY 11790, USA
Phone (631) 260-1153
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Securities America Inc.
Location 1919 Middle Country Rd, Centereach, NY 11720, USA
Phone (631) 366-2487
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Coastline Wealth Management
SEC File# 801-56126
CRD# 283330
4 out of 5
Location 1303 Main St, Port Jefferson, NY 11777, USA
Phone (631) 473-1188
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McCormick Wealth Management Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 640 Johnson Ave Ste 201, Bohemia, NY 11716, USA
Phone (631) 582-9770
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SEC File# 801-60449
CRD# 122141
Location 905 Marconi Ave, Ronkonkoma, NY 11779, USA
Phone (631) 580-6200
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Kuttin Wealth Management - Ameriprise Financial Services, LLC
Location 640 Johnson Ave Ste 201, Bohemia, NY 11716, USA
Phone (631) 582-9770
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Setauket Financial Center
5 out of 5
Location 30 Brookfield Ln, Centereach, NY 11720, USA
Phone (631) 605-7355
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Barons Financial Strategies, Inc.
5 out of 5
Location 3920 Veterans Memorial Hwy Ste 15, Bohemia, NY 11716, USA
Phone (631) 439-4670
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Kuttin Wealth Management - Ameriprise Financial Services, LLC
4 out of 5
Location 1174 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (631) 770-0335
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LRS Capital Group, Inc.
Location 1 Cassie Ct, Mt Sinai, NY 11766, USA
Phone (631) 743-9381
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Dickinson Security Management Group, LLC
Location 101 Stethem Dr, Centereach, NY 11720, USA
Phone (281) 635-1350
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Merrill Lynch Wealth Management Advisor Patrick J O'Leary
Location 50 NY-111, Smithtown, NY 11787, USA
Phone (631) 361-3254
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Ehli & Associates Wealth Management
Location 640 Johnson Ave Ste 202, Bohemia, NY 11716, USA
Phone (631) 319-6777
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Thomas Pekar
Location 9 Arden Ln, Farmingville, NY 11738, USA
Phone (631) 676-3486
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Charles Schwab
4 out of 5
Location 2095 Moriches Rd, Lake Grove, NY 11755, USA
Phone (631) 360-6410
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Snyder Capital Management
SEC File# 801-54641
CRD# 108518
Location 1733 N Ocean Ave Ste B, Medford, NY 11763, USA
Phone (631) 289-4224
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M & Z Total Solution Inc.
Location 30 S Howell Ave, Centereach, NY 11720, USA
Phone (206) 445-7999
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Wealth Management in Centereach, NY

Where Wealth Management Advisors in Centereach, NY Serve

Centereach, NY is a bustling town located in the heart of Long Island, New York. The town is home to several landmarks, including the Centereach Mall, which boasts an impressive array of shops and eateries. Other notable landmarks include the Centereach Fire Department and the Middle Country Public Library, which is a popular destination for book lovers. The top employers in Centereach include several major retail chains, such as Target and Walmart, as well as a number of healthcare providers and educational institutions. The town is also home to a thriving small business community, with many local shops and restaurants contributing to the local economy. Major highways in the area include the Long Island Expressway (I-495) and the Northern State Parkway, which provide easy access to other parts of Long Island and the surrounding areas. Popular streets in Centereach include Middle Country Road, which is lined with shops and restaurants, and Hawkins Road, which is home to several residential neighborhoods.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Centereach, NY have a plethora of ways in which they can be assisted by a bank. One specific way is through the provision of loans for small businesses. Centereach, NY is a bustling town with a thriving small business community. Many of these businesses require financial assistance to get off the ground or to expand. A bank can provide loans with reasonable interest rates and repayment terms that can help these businesses flourish. Additionally, banks can offer checking and savings accounts, credit cards, and other financial services that can help residents manage their money more effectively. With the right financial tools and advice, residents of Centereach, NY can achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Centereach, NY would greatly benefit from the services of an insurance broker due to the complex and ever-changing insurance landscape. With a population of over 31,000, Centereach is a bustling community that requires comprehensive insurance coverage for various aspects of their lives. An insurance broker can assist residents in finding the most suitable policies for their needs, whether it be for their homes, cars, or businesses. Additionally, Centereach is located in Suffolk County, which is prone to natural disasters such as hurricanes and floods. An insurance broker can provide guidance on policies that cover these types of events, ensuring that residents are adequately protected in the event of a disaster. Overall, an insurance broker can provide invaluable assistance to the residents of Centereach, NY by navigating the intricacies of insurance policies and tailoring coverage to their specific needs.

Retirement Planning

Residents of Centereach, NY can benefit from the expertise of a retirement planner in several ways. Firstly, a retirement planner can help residents of Centereach, NY to identify and prioritize their retirement goals. This is particularly important in a town like Centereach, NY, where the cost of living is higher than the national average. Secondly, a retirement planner can help residents of Centereach, NY to develop a comprehensive retirement plan that takes into account their current financial situation, future income streams, and potential expenses. This plan can help residents of Centereach, NY to achieve financial security in retirement and avoid running out of money later in life. Finally, a retirement planner can help residents of Centereach, NY to navigate the complex world of retirement planning and investment management, providing them with the knowledge and tools they need to make informed decisions about their financial future.

Financial Advisor

Residents of Centereach, NY could greatly benefit from the expertise of a financial advisor in a variety of ways. With its close proximity to New York City, many residents may work in high-paying industries such as finance or technology, leading to complex financial situations that require professional guidance. Additionally, Centereach is home to a diverse population, with a mix of both long-time residents and newer immigrants, each with their own unique financial needs and challenges. A financial advisor could provide tailored advice on topics such as retirement planning, investment strategies, and debt management, helping residents navigate the complexities of the financial world with confidence. Furthermore, with the recent economic downturn caused by the COVID-19 pandemic, many individuals and families in Centereach may be facing financial hardship and uncertainty. A financial advisor could offer valuable support and guidance during these difficult times, helping residents to weather the storm and emerge stronger and more financially secure.

Mortgage Loan Officer

Residents of Centereach, NY would greatly benefit from the assistance of a mortgage loan officer when it comes to purchasing a home. With the median home value in Centereach being $360,000, many residents may need guidance on how to secure financing for such a significant investment. A mortgage loan officer can help residents navigate the complex process of applying for a mortgage, including reviewing credit scores, income and debt-to-income ratios, and finding the best loan options available. Additionally, a loan officer can provide valuable advice on the local real estate market, which can be particularly helpful in Centereach where the market has been experiencing steady growth over the past few years. With their expertise and knowledge, a mortgage loan officer can help residents in Centereach achieve their dream of homeownership.

Tax Services

As a tax advisor, there are several ways that I can assist residents of Centereach, NY. One specific issue that is unique to this area is the high cost of living, which can make it difficult for individuals and families to make ends meet. To address this challenge, I can help clients identify tax deductions and credits that they may be eligible for, such as the New York State Earned Income Tax Credit or the Child and Dependent Care Credit. Additionally, I can provide guidance on how to maximize retirement savings through tax-advantaged accounts like IRAs and 401(k)s, which can help clients build a nest egg for the future while also reducing their current tax burden. By working with a tax advisor, residents of Centereach can gain greater financial stability and peace of mind, knowing that they are making the most of their hard-earned money.

Estate Planning Lawyer

Residents of Centereach, NY can benefit from the services of an estate planning lawyer in numerous ways. An estate planning lawyer can help residents of Centereach, NY create a comprehensive estate plan that addresses their unique needs and desires. This may include drafting a will, creating a trust, or establishing a power of attorney. Additionally, an estate planning lawyer can assist residents of Centereach, NY with the complex process of probate. Probate is the legal process of administering a deceased person's estate, which can be particularly challenging in New York due to its complex probate laws. An estate planning lawyer can guide residents of Centereach, NY through this process and help ensure that their loved ones receive the assets they are entitled to. Overall, an estate planning lawyer can provide invaluable assistance to residents of Centereach, NY in navigating the intricacies of estate planning and probate.

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