Best Financial Advisors in Port Jefferson, NY

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Port Jefferson, NY Fiduciary Financial Advisors

Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
3 out of 5
Location 70 N Country Rd Suite 301, Port Jefferson, NY 11777, USA
Phone (631) 473-4300
St. James Investment Advisors
SEC File# 801-107821
CRD# 283880
Location 414 Main St Suite 205, Port Jefferson, NY 11777, USA
Phone (800) 966-9343
Morgan Stanley Financial Advisors
Location 414 Main St Ste 101, Port Jefferson, NY 11777, USA
Phone (631) 642-8600
Coastline Wealth Management
4 out of 5
Location 1303 Main St, Port Jefferson, NY 11777, USA
Phone (631) 473-1188
John P Fitzpatrick - Morgan Stanley
Location 414 Main St Ste 101, Port Jefferson, NY 11777, USA
Phone (631) 642-8603
Munistat Services, Inc.
5 out of 5
Location 12 Roosevelt Ave, Port Jefferson Station, NY 11776, USA
Phone (631) 331-8888
Montauk Point Financial Services
Location 27 Ciliotta Ln, Port Jefferson Station, NY 11776, USA
Phone (631) 419-6289
Carl Dickhuth
Location 107 Vineyard Pl, Port Jefferson, NY 11777, USA
Phone (631) 605-1010
Anthony C. Barone - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 100 S Jersey Ave Unit 11, Setauket- East Setauket, NY 11733, USA
Phone (631) 353-7880
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
Holly Hohenschuh, CPA
Location 117 Liberty Ave, Port Jefferson, NY 11777, USA
Phone (610) 761-2740
Susan Whitcomb - Financial Advisor, Ameriprise Financial Services, LLC
Location 842 Fort Salonga Rd Ste 2, Northport, NY 11768, USA
Phone (631) 239-1176
Financial Advisors in Port Jefferson, NY

Where Certified Financial Advisors in Port Jefferson, NY Serve

Port Jefferson, located in Suffolk County on Long Island, is a village and census-designated place with a population of 7,869 as of the 2010 Census. It's known for its downtown area which features a harbor, marina, restaurants, and boutiques. Some of the top employers in the area include St. Charles Hospital, SUNY Stony Brook University, and North Shore-LIJ Health System. The major highways and streets in the area include Route 25A, Route 112, and the Long Island Expressway. The neighborhoods in Port Jefferson include Belle Terre, Harbor Hills, Mount Sinai Harbor, and Terryville.onset; Setauket-East Setauket; Terryville; and West Meadow.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Port Jefferson, NY can benefit from the many services that banks provide. Banks offer a variety of services that cater to the needs of their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Residents can also take advantage of online banking and mobile banking to manage their finances on the go. Bank employees are available to help customers with their financial needs and questions.

Insurance Broker

If you live in the Port Jefferson, NY area and are looking for a new insurance broker, you're in luck. A number of qualified brokers are available to help you find the right coverage for your needs.What should you look for when choosing an insurance broker? First and foremost, make sure the broker is licensed in your state. You should also ask about the broker's experience and expertise in the type of coverage you need.It's also important to check out the broker's reputation. Ask around to see if anyone has had a good or bad experience with that particular broker. Finally, be sure to get quotes from several brokers before making a decision.

Retirement Planning

Financial advisors are a valuable resource for retirement planning. They can help you figure out how much money you need to save in order to retire comfortably and provide advice on how to invest your savings. Advisors can also help you plan for unexpected expenses that may arise during retirement.

Wealth Management

If you're one of the many Port Jefferson, NY residents who are looking for ways to better manage your wealth, then you may want to consider working with a wealth management firm. Wealth management firms offer a variety of services that can help you make the most of your money, including investment advice, retirement planning, and tax preparation. If you're not sure whether or not a wealth management firm is right for you, here are some things to consider: -Are you comfortable making your own investment decisions? If not, then a wealth management firm can provide guidance and recommendations. -Do you have specific goals for your money, such as saving for retirement or buying a home? A wealth management firm can create a plan tailored to your needs. -Do you feel overwhelmed by all the financial options available to you? A wealth manager can help simplify things and recommend the best products and services for your situation. If any of these apply to you, it's worth considering talking to a wealth management firm about their services.

Estate Planning Lawyer

Estate planning lawyers can help Port Jefferson, NY residents protect their assets and plan for the future. Planning ahead is essential for everyone, but it's especially important for those with a lot of money or property to protect. Working with an estate planning lawyer can ensure that your wishes are carried out after you die, and that your loved ones are taken care of financially.

Mortgage Loan Officer

Mortgage loan officers in Port Jefferson, NY can help residents by providing them with the best possible mortgage rates and terms. They can also work with residents to find the right loan for their needs, and they can provide guidance on the mortgage process. In addition, mortgage loan officers can help residents prepare for the home-buying process, and they can answer any questions that residents may have about mortgages.

Tax Services

Residents of Port Jefferson, NY can benefit from the services of tax accountants. These professionals can help residents to file their taxes correctly and on time. In addition, tax accountants can help residents to understand complex tax laws and to take advantage of all available deductions and credits. As a result, taxpayers in Port Jefferson are likely to receive the maximum possible refund or reduction in taxes owed.


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