Best Financial Advisors in Rocky Point, NY

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List of Firms

Rocky Point, NY Fiduciary Financial Advisors

Heritage Financial Advisory Group
5 out of 5
Location 1500 NY-112 Building 9, Port Jefferson Station, NY 11776, USA
Phone (631) 878-5117
Federmann Financial Advisors Inc
SEC File# 801-71273
CRD# 129975
1 out of 5
Location 745 NY-25A Suite C, Rocky Point, NY 11778, USA
Phone (631) 981-1904
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
North Fork Asset Management, Inc.
Location 159 ROUTE 25A, EAST, BLDG, STE A, Miller Place, NY 11764, USA
Phone (631) 849-4265
Merrill Lynch Wealth Management Advisor Joshua R Marino
Location 450 Old Country Rd, Riverhead, NY 11901, USA
Phone (631) 284-8219
Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 640 Johnson Ave Ste 201, Bohemia, NY 11716, USA
Phone (631) 527-7114
Mutual Inc
5 out of 5
Location 2410 N Ocean Ave #401, Farmingville, NY 11738, USA
Phone (631) 467-2211
Advisor Successions
1 out of 5
Location 414 Main St Suite 204, Port Jefferson, NY 11777, USA
Phone (631) 509-4720
Christopher Tong - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 201 Moreland Rd Ste 2, Hauppauge, NY 11788, USA
Phone (631) 309-5700
Financial Advisors in Rocky Point, NY

Where Certified Financial Advisors in Rocky Point, NY Serve

Rocky Point, NY is a small town on the north shore of Long Island. It is best known for its beach, which attracts many visitors in the summer. The town also has a few small businesses and restaurants, and is home to a few major employers, including the United States Coast Guard. Rocky Point is located near several major highways and streets, including Route 25 and the Long Island Expressway. The town is also home to several neighborhoods, including Beach Haven and Shore Acres.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Rocky Point, NY residents are in luck! Local banks offer a variety of services to help meet the needs of their customers. Banks can provide residents with checking and savings accounts, loans, mortgages, and credit cards. In addition, they can offer online banking and bill payment services, as well as 24-hour customer service. This makes it easy for residents to access their money whenever they need it. Local banks also offer community involvement and support. They often sponsor events and donate to local charities. This helps build relationships within the community and supports the local economy.

Insurance Broker

Rocky Point, NY residents can benefit from the services of insurance brokers. Brokers can help people find the best rates and coverage for their needs, and they can also provide advice on what policies to purchase. In addition, brokers are familiar with the different types of insurance available, and they can help people choose the right policy for their situation.

Retirement Planning

Rocky Point, NY residents can benefit from working with a financial advisor when it comes to retirement planning. Financial advisors can help you map out a plan for your retirement years and make sure you are on track to meet your goals. They can also provide advice on how to save for retirement and how to invest your money wisely. If you are nearing retirement age, it is important to consult with a financial advisor to make sure you have everything in place.

Wealth Management

Rocky Point, NY residents can benefit from wealth management services in order to make the most of their money. There are a number of different ways that wealth management can help people in this area, and it is important to understand these services in order to decide if they are right for you.

Estate Planning Lawyer

Estate planning lawyers in Rocky Point, NY can help residents protect their assets and plan for the future. In particular, they can help residents create wills and trusts, which can ensure that their property is distributed according to their wishes after they die. They can also help residents make arrangements for care in case of incapacity.

Mortgage Loan Officer

Mortgage loan officers in Rocky Point, NY can help residents by providing them with the best loan options available to them. They can also help residents understand the terms of their mortgage loans, and explain the different types of mortgages that are available. In addition, mortgage loan officers can help residents find the best interest rates and get pre-approved for a mortgage.

Tax Services

Rocky Point, NY residents can benefit from the help of a tax accountant to maximize their tax returns and get the most money back. Tax accountants are experts in helping people navigate the complex tax code, and they can help taxpayers claim all the deductions and credits to which they are entitled. In addition, tax accountants can help taxpayers plan for future years and ensure that they take full advantage of available tax breaks.


FAQs About Personal Financial Advisors in Rocky Point, NY