Wealth Management in Port Jefferson, NY

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Port Jefferson, NY Wealth Management Firms

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
Merrill Edge Financial Solutions
Location 911 NY-112, Port Jefferson Station, NY 11776, USA
Phone (631) 642-8984
Harbor Financial Management
Location 314 Main St, Port Jefferson, NY 11777, USA
Phone (631) 473-6314
Fortitude Investment Group
5 out of 5
Location 417 E Main St #300, Port Jefferson, NY 11777, USA
Phone (631) 474-1610
Morgan Stanley Financial Advisors
Location 414 Main St Ste 101, Port Jefferson, NY 11777, USA
Phone (631) 642-8600
Wealth Management in Port Jefferson, NY

Where Wealth Management Advisors in Port Jefferson, NY Serve

Port Jefferson, NY is a village located in Suffolk County on the north shore of Long Island. It is situated on the East River and is considered part of the Greater New York City metropolitan area. The population of Port Jefferson was 8,330 as of the 2010 Census. Some notable landmarks in Port Jefferson include the Long Island Railroad Station, which is located in the heart of the village, and the ferry terminal, which provides transportation to and from Connecticut. Other attractions include the Teddy Roosevelt Executive Mansion and Museum, Fort Hill Park, and the Maritime Museum. The top employers in Port Jefferson are Stony Brook University Hospital (1,800 employees), SUNY Old Westbury (1,500 employees), and North Shore-LIJ Health System (1,100 employees). Major highways and streets in Port Jefferson include Route 112, also known as Main Street, and Route 347. The neighborhoods of Port Jefferson include Fort Hill, which is located on a hill overlooking the harbor, and Lower Village, which is located near the railroad station.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Port Jefferson, NY provide a variety of services to their customers. These services can include checking and savings accounts, loans, mortgages, and investment advice. In addition, banks offer a variety of other products and services such as credit cards and debit cards. Most banks also have ATMs where customers can withdraw cash or deposit checks.

Retirement Planning

When it comes to retirement planning, Port Jefferson, NY residents have a lot of options. There are numerous financial institutions and investment firms in the area that offer a variety of retirement savings plans. Many people in the area also invest in real estate, which can be a wise decision for those looking to supplement their income during retirement. Whatever route you choose, it is important to start planning for retirement as early as possible. The sooner you begin saving, the more time your money has to grow.

Tax Services

A tax accountant in Port Jefferson, NY is responsible for preparing and filing taxes for individuals and businesses. They must be familiar with the tax code in order to ensure that their clients are paying the correct amount of taxes. Additionally, they may be called upon to represent their clients in dealings with the IRS.

Financial Advisor

A financial advisor in Port Jefferson, NY is responsible for helping clients make informed financial decisions. They work with individuals and businesses to create investment plans, manage portfolios, and offer advice on tax planning and other financial matters. Advisors must be able to understand complex financial concepts and communicate them in a way that their clients can understand. They must also be up-to-date on current market conditions and trends.

Insurance Broker

An insurance broker in Port Jefferson, NY helps people find and purchase insurance policies. They work with a variety of clients, including businesses and individuals, to find the best rates and coverage for their needs. Brokers are licensed professionals who have a great deal of knowledge about the insurance industry. They can help you compare policies from different companies, and they can also assist you with filing claims if you ever need to use your policy.

Mortgage Loan Officer

Mortgage loan officers in Port Jefferson, NY work with clients to help them get the loans they need to purchase or refinance a home. They work with a variety of lenders to find the best interest rates and terms for their clients, and they also help clients through the mortgage application process. They typically have a lot of experience in the mortgage industry, so they can provide valuable advice to their clients.

Estate Planning Lawyer

An estate planning lawyer in Port Jefferson, NY helps individuals and families create wills, trusts, and other legal documents to protect their assets. They can also help with estate tax planning and ensuring that your loved ones are taken care of after you die. If you're looking for peace of mind when it comes to your estate, contact an estate planning lawyer today.


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