Find a Financial Advisor in Centereach, NY

We did the hard work of finding trustworthy partners in Centereach, NY. Fill out the form to get connected.

Scroll to List of Firms

Get Connected with a Financial Advisor in Centereach, NY

As Seen In

List of Firms

Financial Planning Firms in Centereach, NY

A & F Financial

2780 Middle Country Rd # 216, Lake Grove, NY 11755, USA

(631) 656-9885

Directions

Donna Heiserer - Thrivent

30 David Ln, Lake Ronkonkoma, NY 11779, USA

(631) 467-5640

https://connect.thrivent.com/donna-heiserer?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzYzNDgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D

Directions

AIT Communications

5 out of 5

2359 Middle Country Rd, Centereach, NY 11720, USA

(631) 467-0707

https://ait-communications.business.site/?m=true

Directions

Cody Tarver - TD Wealth Financial Advisor

86 Nesconset Hwy, Port Jefferson Station, NY 11776, USA

(516) 241-9326

https://uswealthadvisors.td.com/us/ny/port-jefferson-station/cody-tarver?utm_source=google-maps&utm_medium=yext&utm_campaign=always_on&utm_content=tdbank-store&y_source=1_Mjg4Nzg2MzAtNzE1LWxvY2F0aW9uLndlYnNpdGU=

Directions

Jp Turner

46 Oak St, Centereach, NY 11720, USA

(631) 580-9300

Directions

Cody Tarver - TD Wealth Financial Advisor

474 Portion Rd, Lake Ronkonkoma, NY 11779, USA

(516) 241-9326

Directions

Setauket Financial Center

5 out of 5

30 Brookfield Ln, Centereach, NY 11720, USA

(631) 605-7355

Directions

Anthony C. Barone - Financial Advisor, Ameriprise Financial Services, LLC

SEC File# 801-28543

CRD# 6363

100 S Jersey Ave Unit 11, Setauket- East Setauket, NY 11733, USA

(631) 353-7880

https://www.ameripriseadvisors.com/Anthony.Barone/?cid=IP_local_google

Directions

Edward Jones - Financial Advisor: Michael Christodoulou, ChFC®|AAMS¿|CRPC®

SEC File# 801-3297

CRD# 250

97F Main St, Stony Brook, NY 11790, USA

(631) 444-0179

https://www.edwardjones.com/us-en/financial-advisor/michael-christodoulou

Directions

Branch Financial Services, Inc

21 Bennetts Rd Suite 201, Setauket- East Setauket, NY 11733, USA

(631) 979-6000

https://www.branchfinancialsrvcs.com/

Directions

Ali C. Kurtmer, CPA

5 out of 5

1919 Middle Country Rd #210, Centereach, NY 11720, USA

(631) 732-3538

http://www.kurtmercpa.com/

Directions

Tait's Tax Service INC

5 out of 5

4 Dianne Ave, Centereach, NY 11720, USA

(631) 553-1771

https://taitstaxservice.com/service

Directions

Aegis

Lake Ln, Lake Grove, NY 11755, USA

(631) 750-5177

Directions

Strategic Wealth Solutions LLC

5 out of 5

625 Middle Country Rd Suite 100A, Coram, NY 11727, USA

(631) 629-2018

Directions

Cody Tarver - TD Wealth Financial Advisor

620 NY-25A Suite 11, Mt Sinai, NY 11766, USA

(516) 241-9326

Directions

James Castaldo CPA & Associates

5 out of 5

6 Forest Ave, Lake Grove, NY 11755, USA

(631) 302-1945

http://www.li-ny-cpa.com/

Directions

Edward Jones - Financial Advisor: Eliel H Pimentel, CFP®|AAMS™

SEC File# 801-3297

CRD# 250

100 S Jersey Ave Unit 42, Setauket- East Setauket, NY 11733, USA

(631) 751-1249

https://www.edwardjones.com/us-en/financial-advisor/eliel-pimentel

Directions

Merrill Edge

994 Middle Country Rd, Selden, NY 11784, USA

(631) 320-2264

https://locations.merrilledge.com/ny/selden/financial-advisor-selden-ny-15254.m.html

Directions

Cody Tarver - TD Wealth Financial Advisor

1806 Medford Avenue, NY-112, Medford, NY 11763, USA

(516) 241-9326

Directions

david rey financial group

4250 Veterans Memorial Hwy, Holbrook, NY 11741, USA

(800) 717-0604 ext. 110

http://www.davidreyfinancialgroup.com/contact

Directions

Gail Vitullo - Thrivent

45 King Arthurs Ct, St James, NY 11780, USA

(631) 862-0278

https://connect.thrivent.com/gail-vitullo?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzczOTgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D

Directions

LPL Financial

SEC File# 801-10970

CRD# 6413

900 NY-111, Hauppauge, NY 11788, USA

(631) 350-7024

http://www.johnpatsy.com/

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

FDM Wealth Management

325 Jericho Turnpike, Smithtown, NY 11787, USA

(631) 454-8181

http://www.fdmwealth.com/contact

Directions

Hendel Wealth Management Group

5 out of 5

95 Smithtown Blvd, Smithtown, NY 11787, USA

(631) 239-3000

https://www.raymondjames.com/hendelwmg

Directions

Cellen Financial

4250 Veterans Meml Hwy # 220, Holbrook, NY 11741, USA

(631) 913-7200

Directions

Image of Centereach, NY — Image from Google Maps

About Centereach, NY

Centereach is a census-designated place and hamlet located in Suffolk County, New York. The community is located on the Long Island Expressway and is home to several major highways and roads, as well as a few neighborhoods. The top employers in Centereach are the Town of Brookhaven and the Stony Brook University Hospital. Some of the major streets in Centereach include Middle Country Road and Route 25A. Some of the neighborhoods in Centereach include Lake Grove, Selden, and Centereach.

Nearby Locations

Nesconset, NY Holbrook, NY Ronkonkoma, NY Smithtown, NY Bohemia, NY

Related Services

Banks and Credit Unions

Residents of Centereach, NY can avail a variety of banking services from local banks in the area. Services offered include checking and savings accounts, loans, mortgages, and other types of financial assistance. In addition to these services, many local banks offer online banking and mobile banking which allow customers to conduct transactions remotely.

Insurance Broker

Residents of Centereach, NY can benefit from the services of insurance brokers. These professionals can help policyholders find the best coverage for their needs and budget. In addition, insurance brokers can assist people in filing claims and resolving disputes with insurance companies. As a result, residents of Centereach can rely on the expertise and guidance of insurance brokers to make sure they are properly insured and have access to the best possible customer service.

Retirement Planning

When it comes to retirement planning, there are a lot of things for Centereach, NY residents to think about. Financial advisors can help by walking people through the different options and helping them make the best choices for their needs. Some of the things that financial advisors can help with include: figuring out how much money people will need in retirement, choosing the right type of account (401k or IRA), and investing money wisely. Working with a financial advisor can be helpful for retirees and those who are close to retirement, as they can provide guidance and support when it comes to making important decisions.

Wealth Management

Residents of Centereach, NY can benefit from wealth management services in order to make the most of their money. Wealth management is a process that involves creating and implementing a plan for managing financial assets. This can include investing money, estate planning, and tax planning.Wealth management services can help people save money on taxes, invest their money wisely, and protect their assets. They can also help people prepare for retirement and estate planning. Wealth managers work with clients to create individualized plans that meet their specific needs.People in Centereach, NY who are interested in wealth management should contact a financial advisor to learn more about the services available to them.

Estate Planning Lawyer

Estate planning lawyers in Centereach, NY can help residents create a will and other legal documents to ensure their assets are distributed according to their wishes after they die. They can also help residents set up trusts and other estate planning mechanisms to minimize taxes and protect their heirs.

Mortgage Loan Officer

Mortgage loan officers in Centereach, NY can help residents with a variety of services related to mortgages. These services include helping residents find the best mortgage rates, working with them to get approved for a mortgage, and helping them understand the terms of their mortgage. In addition, mortgage loan officers can help residents refinance their mortgages or take out home equity loans.

Tax Services

Tax accountants are a valuable resource for residents in Centereach, NY. They can help residents understand their tax obligations and file their taxes accurately and on time. Tax accountants can also help residents take advantage of tax deductions and credits that they may be eligible for. By working with a tax accountant, residents can be confident that they are meeting their tax obligations and taking advantage of all the deductions and credits to which they are entitled.