Best Financial Advisors in Port Jefferson Station, NY

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Port Jefferson Station, NY Fiduciary Financial Advisors

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Barnes & Sherry
Location 5225 Nesconset Hwy, Port Jefferson Station, NY 11776, USA
Phone (631) 473-7600
Directions
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Brian Knust - Ramsey Financial Coach
Location 248 NY-25A Ste 74, Setauket- East Setauket, NY 11733, USA
Phone (631) 706-3448
Directions
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Jose Rosario - Morgan Stanley
Location 414 Main St Ste 101, Port Jefferson, NY 11777, USA
Phone (631) 642-8604
Directions
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Strategic Wealth Solutions LLC
5 out of 5
Location 625 Middle Country Rd Suite 100A, Coram, NY 11727, USA
Phone (631) 629-2018
Directions
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Bank of America (with Drive-thru ATM)
4 out of 5
Location 911 NY-112, Port Jefferson Station, NY 11776, USA
Phone (631) 928-9500
Directions
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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
Directions
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Heritage Financial Advisory Group
5 out of 5
Location 1500 NY-112 Building 9, Port Jefferson Station, NY 11776, USA
Phone (631) 878-5117
Directions
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FQS CAPITAL
Location 40 N Country Rd, Port Jefferson, NY 11777, USA
Phone 020 7614 9600
Directions
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Advisor Successions
1 out of 5
Location 414 Main St Suite 204, Port Jefferson, NY 11777, USA
Phone (631) 509-4720
Directions
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Holly Hohenschuh, CPA
Location 117 Liberty Ave, Port Jefferson, NY 11777, USA
Phone (610) 761-2740
Directions
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Merrill Edge Financial Solutions
Location 911 NY-112, Port Jefferson Station, NY 11776, USA
Phone (631) 642-8984
Directions
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Time Capital Securities Corporation
5 out of 5
Location 1 Roosevelt Ave # A, Port Jefferson Station, NY 11776, USA
Phone (631) 331-1400
Directions
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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
Directions
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MRJUSA
Location 515 Terryville Rd, Port Jefferson Station, NY 11776, USA
Phone (631) 928-5704
Directions
Financial Advisors in Port Jefferson Station, NY

Where Certified Financial Advisors in Port Jefferson Station, NY Serve

Port Jefferson Station, NY is a bustling suburban community located in Suffolk County. This vibrant town is home to a variety of landmarks, including the historic Port Jefferson Village, which boasts charming shops, restaurants, and a picturesque harbor. Additionally, the town is home to the Port Jefferson Country Club, a premier golf course and event venue, as well as the beautiful Cedar Beach. When it comes to top employers, Port Jefferson Station has a diverse mix of businesses. Some of the largest employers in the area include the Stony Brook University Medical Center, Suffolk County Community College, and the Long Island Rail Road. Additionally, the town is home to a number of small businesses and local shops, which contribute to the town's unique character and charm. Major highways and streets in the area include the Long Island Expressway, Route 112, and Route 347. These thoroughfares provide easy access to neighboring towns and cities, as well as to major airports and transportation hubs.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Port Jefferson Station, NY can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized plan for retirement savings. With a high cost of living in the area, it can be challenging for residents to save enough money for retirement without guidance. A financial advisor can also assist with budgeting, debt management, and investment strategies to help residents achieve their financial goals. Additionally, with the recent economic uncertainty caused by the COVID-19 pandemic, a financial advisor can provide valuable insight and advice on navigating the current market conditions. Overall, a financial advisor can be an invaluable resource for residents of Port Jefferson Station, NY looking to secure their financial future.

Insurance Broker

Residents of Port Jefferson Station, NY can benefit greatly from the services of an insurance broker. For example, an insurance broker can help residents navigate the complex and ever-changing insurance landscape, ensuring that they have the coverage they need to protect their homes, businesses, and families. Additionally, an insurance broker can provide valuable advice and guidance on a range of insurance-related issues, such as choosing the right policy, understanding the terms and conditions of their coverage, and filing claims. In Port Jefferson Station, where severe weather events such as hurricanes and nor'easters are not uncommon, an insurance broker can be especially helpful in ensuring that residents have the right coverage to protect their homes and property from damage. By working with an insurance broker, residents can have peace of mind knowing that they are adequately protected against the risks and uncertainties of everyday life.

Retirement Planning

Residents of Port Jefferson Station, NY could benefit greatly from the services of a retirement planner. With a population of over 7,000 people, many of whom are approaching retirement age, it is important for individuals to have a solid plan in place for their golden years. A retirement planner can offer guidance on investment strategies, tax planning, and estate planning, ensuring that individuals are financially prepared for retirement. Additionally, a retirement planner can help residents navigate the unique challenges of living in Port Jefferson Station, such as the high cost of living and limited job opportunities. With the help of a retirement planner, residents can have peace of mind knowing that they are on track to achieve their retirement goals.

Wealth Management

Residents of Port Jefferson Station, NY could benefit from the expertise of a wealth manager in a number of ways. For instance, a wealth manager could help them create a customized investment portfolio that aligns with their financial goals and risk tolerance. They could also assist with retirement planning, tax optimization, and estate planning. Additionally, given that Port Jefferson Station is a suburban area with a mix of older and newer homes, a wealth manager could help residents navigate the real estate market and make informed decisions about buying or selling property. With the help of a wealth manager, residents of Port Jefferson Station could feel more confident about their financial future and make the most of their hard-earned money.

Mortgage Loan Officer

Residents of Port Jefferson Station, NY could benefit greatly from the services of a mortgage loan officer. With the high cost of living in this area, many families struggle to afford the homes they need. A loan officer can help residents navigate the complex process of obtaining a mortgage, providing guidance on everything from credit scores to down payments. They can also help residents find the best possible interest rates and loan terms, saving them money in the long run. Additionally, loan officers can help residents understand the unique housing market in Port Jefferson Station, which can be challenging to navigate due to its high demand and limited inventory. By working with a knowledgeable loan officer, residents can make informed decisions about their home purchases and secure the financing they need to achieve their dreams of homeownership.

Tax Services

Residents of Port Jefferson Station, NY could greatly benefit from the expertise of a tax advisor. With the high cost of living in the area, a tax advisor could provide guidance on how to maximize deductions and minimize tax liabilities. Additionally, many residents in Port Jefferson Station are small business owners or self-employed individuals, and a tax advisor could assist with navigating the complex tax laws and regulations that come with owning a business. Specifically, with the recent development of the Port Jefferson Station Business Improvement District, a tax advisor could provide valuable insights on how to take advantage of tax incentives and credits for local businesses. Overall, a tax advisor could provide much-needed support and guidance for the residents of Port Jefferson Station, NY.

Estate Planning Lawyer

Residents of Port Jefferson Station, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist residents is by helping them create a comprehensive estate plan that protects their assets and provides for their loved ones after they pass away. This is especially important in Port Jefferson Station, NY, where many residents own homes and other valuable assets. An estate planning lawyer can also help residents navigate complex legal issues related to estate taxes and probate, ensuring that their wishes are carried out and their families are not burdened with unnecessary expenses or legal challenges. Additionally, an estate planning lawyer can help residents plan for the possibility of incapacity or disability, ensuring that their healthcare and financial needs are met if they are unable to make decisions for themselves. Overall, an estate planning lawyer can provide invaluable peace of mind to residents of Port Jefferson Station, NY, helping them plan for the future and protect their loved ones.

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