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Map of Saint James, NYMap of Saint James, NY

Financial Planning Consultants in Saint James, NY

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11. Edward Jones - Financial Advisor: Ed Fernandez

Edward Jones - Financial Advisor: Ed Fernandez

222 E Main St Ste 318, Smithtown, NY, 11787

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

12. Cristian Foronda

Cristian Foronda

621 Lake Ave, Saint James, NY, 11780

CLOSED NOW

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…

13. Citi

Citi

131 Alexander Ave, Lake Grove, NY, 11755

CLOSED NOW

From Business: Citi is a financial services company, which offers a range of financial products and services, including Citi’s digital banking services, mortgage products, personal loans, and…

14. Charles Schwab

Charles Schwab

2095 Smith Haven Plz, Lake Grove, NY, 11755

CLOSED NOW

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

15. Fidelity Investments

Fidelity Investments

142 New Moriches Rd, Lake Grove, NY, 11755

CLOSED NOW

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

YP
59 Years
in Business
Amenities:
Wheelchair accessible

16. Long Island Tax Resolution

Long Island Tax Resolution

1352 Stony Brook Rd, Stony Brook, NY, 11790

CLOSED NOW

From Business: Unlike many of life's difficulties, IRS problems simply don't go away by themselves. The ugly truth is that they only become worse as time goes on. Penalties accumulate and…

YP
16 Years
in Business

17. Trinity Financial Group, Inc

Trinity Financial Group, Inc

12 Thatch Pond Rd, Smithtown, NY, 11787

CLOSED NOW

From Business: As an Independent Financial & Tax Advisor, Terence G. Hickey, MBA, MS, AIF, President/CEO of Trinity Financial Group, Inc., works with individuals, families and business owners…