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Map of Bay Shore, NYMap of Bay Shore, NY

Financial Planners in Bay Shore, NY

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1. Bayview Economic Solutions Team

Bayview Economic Solutions Team

130 Orinoco Dr, Brightwaters, NY, 11718

OPEN NOW:9:00 am - 5:00 pm

From Business: We offer families HealthCare Coordination services, helping families navigate the healthcare industry and the coordination of finances and healthcare.

YP
51 Years
in Business

3. Dahab Assocs Inc

Dahab Assocs Inc

423 W Montauk Hwy, Bay Shore, NY, 11706

OPEN NOW:8:00 am - 5:00 pm
YP
38 Years
in Business

4. Brownstone Diversified Solutions

Brownstone Diversified Solutions

1627 N Thompson Dr, Bay Shore, NY, 11706

OPEN NOW:9:00 am - 7:00 pm

"I used Brownstone to refinance my Mortgage and get a better rate. Even though the market was in a bad financial climate the individuals at Brownstone insured that I got the…"

YP
14 Years
in Business

5. Genesis Gold Group

Genesis Gold Group

Serving the Bay Shore Area

OPEN 24 HOURS

From Business: Call Today! Get Your Free Gold Guide. Protect your retirement savings from market volatility. Diversify your portfolio with a stable and tangible asset. Enjoy the peace of mind…

6. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

540 Montauk Hwy, West Islip, NY, 11795

OPEN NOW:9:00 am - 5:00 pm

From Business: Welcome to Merrill Lynch in West Islip, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

7. Allstate Personal Financial Representative: Craig Mehlsack

Allstate Personal Financial Representative: Craig Mehlsack

1135 Deer Park Ave, North Babylon, NY, 11703

OPEN NOW:8:00 am - 7:00 pm

From Business: I help people protect their families and reach their financial goals and build there retirement. Allstate has plenty of solutions available.

8. Federmann Financial Services

Federmann Financial Services

Rocky Point, NY, 11778

OPEN NOW:9:00 am - 5:00 pm

From Business: 745 Route 25A Suite C, PO Box 5729, Rocky Point NY 11778

YP
18 Years
in Business

12. American Capital Partners LLC

American Capital Partners LLC

Serving the Bay Shore Area

OPEN NOW:9:00 am - 5:00 pm

From Business: American Capital Partners, LLC has provided information pursuant to SEC Rule(s) 605 and 606 that requires firms to make publicly available, quarterly reports on the firm's…

13. Kershaw Financial Services

Kershaw Financial Services

200 Carleton Ave Suite 1, East Islip, NY, 11730

OPEN NOW:9:00 am - 5:00 pm

From Business: Come in for your free financial consultation today. Appointments upon request. Extended hours during tax season.

YP
39 Years
in Business

14. Cristian Foronda

Cristian Foronda

6 Main Street, East Islip, NY, 11730

OPEN NOW:9:00 am - 5:00 pm

From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…

15. Derek Lundquist - Thrivent

Derek Lundquist - Thrivent

77 Deer Park Ave, Babylon, NY, 11702

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Derek Lundquist is committed to providing financial advice,…

16. Broadridge Financial Solutions

Broadridge Financial Solutions

51 Mercedes Way, Edgewood, NY, 11717

From Business: Broadridge Financial Solutions was incorporated in Delaware in 1961 and is one of the largest providers of computerized transaction processing, data communication and…

YP
35 Years
in Business

21. Christopher J Fucci - Financial Advisor, Ameriprise Financial Services

Christopher J Fucci - Financial Advisor, Ameriprise Financial Services

150 Broadhollow Rd Ste 205, Melville, NY, 11747

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

22. Wells Fargo Advisors

Wells Fargo Advisors

500 W Main St Ste 105, Babylon, NY, 11702

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

23. Daniel Tohill - Thrivent

Daniel Tohill - Thrivent

150 Motor Pkwy Ste 401, Hauppauge, NY, 11788

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Daniel Tohill is committed to providing financial advice,…

24. Biscardi, Jacobs & Associates - Ameriprise Financial Services

Biscardi, Jacobs & Associates - Ameriprise Financial Services

2150 Joshuas Path Ste 200, Hauppauge, NY, 11788

CLOSED NOW

From Business: At Biscardi, Jacobs & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

25. Jeff Biscardi - Private Wealth Advisor, Ameriprise Financial Services

Jeff Biscardi - Private Wealth Advisor, Ameriprise Financial Services

2150 Joshuas Path Ste 200, Hauppauge, NY, 11788

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

26. Nicholas Biscardi - Financial Advisor, Ameriprise Financial Services

Nicholas Biscardi - Financial Advisor, Ameriprise Financial Services

2150 Joshuas Path Ste 200, Hauppauge, NY, 11788

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

27. Robert Alster - Financial Advisor, Ameriprise Financial Services

Robert Alster - Financial Advisor, Ameriprise Financial Services

201 Moreland Rd Ste 2, Hauppauge, NY, 11788

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

28. Christopher Tong - Private Wealth Advisor, Ameriprise Financial Services

Christopher Tong - Private Wealth Advisor, Ameriprise Financial Services

201 Moreland Rd Ste 2, Hauppauge, NY, 11788

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

29. Jonathan Tong - Financial Advisor, Ameriprise Financial Services

Jonathan Tong - Financial Advisor, Ameriprise Financial Services

201 Moreland Rd Ste 2, Hauppauge, NY, 11788

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

30. WizdomOne Group Inc.

WizdomOne Group Inc.

1377 Motor Pkwy Ste LL1, Islandia, NY, 11749

From Business: A Wizer Focus The WizdomOne Group evolved from a bold idea in 2008 with the founding of our employee benefits practice. Success soon followed, not because we touted a novel…