Look through our alphabetical list of categories

Financial Services (for Individuals and Families) on Long Island, NY

Updated Jul 19 2014 07:06 AM EST with 303 listings
Insurance, Huntington, NY   Lawyer, Huntington, NY   Accountants, Huntington, NY    

Advantage Capital Corporation

169 Horton Ave., Mattituck NY 11952 Tel 631-298-4875

Affiliated Financial Services

6900 Jericho Tpk., Syosset NY 11791 Tel 516-682-7561

Alexandra Investment Management

300 Main St., Greenport NY 11944 Tel 631-477-4999

American Capital Partners, L.L.C.

318 Main St., Huntington NY 11743 Tel 631-784-7778
Website: americancapitalpartners.com

American Debt Resources

Helping individuals and families overcome financial difficulties. Offering debt consolidation services, counseling, and financial literacy courses.
209 Main St., Northport Village NY 11768 Tel 631-912-9542
Fax: 631-912-9030; E-mail: Christian@americandebtresources.com
Website: americandebtresources.com

American General Finance

Commack Long Island New York financial services
6333 Jericho Tpk., Commack NY 11725 Tel 631-858-1961
Fax: 631-858-1971

American Senior Coordinators

Estate planning and financial services
775 Park Ave., Huntington NY 11743 Tel 631-368-4795

Checkmaster Financial Services

Check cashing, ATM, financial services
271 Walt Whitman Mall Rt 110, Huntington Station NY 11746 Tel 631-425-7883
Fax: 631-425-7916

Citigroup SmithBarney

Financial Advisors
Toll-Free 800-645-3246
Website: fa.smithbarney.com

Citigroup SmithBarney

100 Jericho Quadrangle, Jericho NY 11753 Tel 516-932-4971

College Market, The

Financial planning and services; registered investment advisor
116 Hillwood Dr., Huntington Station NY 11746 Tel 631-951-0300
Website: thecollegemarket.com

College Planning Solutions

College planning solutions - provides solutions on how to pay for college to people who will not qualify for need based financial need
211 Lido Parkway, Lindenhurst NY 11757 Tel 631-385-5204

Delta Financial Corporation

Originating, acquiring, selling and servicing non-conforming home equity loans.
1000 Woodbury Rd., Woodbury NY 11797 Customer Services 877-343-9898
E-mail: custserv@deltafunding.com; Website: deltafunding.com

Developing Stages

Daniel Crescent, Baldwin NY 11510 Box 516, Tel 516-868-9308
Fax: 516-546-8190

Discount Funding Associates

110 Washington Dr., Centerport NY 11721 Tel 631-385-0202

Dratel Group

300 Pantigo Rd., East Hampton NY 11937 Tel 631-324-5100

Easy Bookkeeping

All aspects of bookkeeping plus personal & business tax returns.
116 Montauk Hwy., East Hampton NY 11937 Tel 631-324-5302

Eric Frank Financial Services

47 Hillside Ave., Huntington NY 11743 Tel 631-351-5937
E-mail: efrankfa@msn.com

Fidelity Investments

37 West Jericho Tpk., Huntington Station NY 11746 Tel 631-424-5342

First Heritage Group, LLC

117 Main St., Cold Spring Harbor NY 11724 Tel 631-367-7550

Fogarty Kelly J CPA

Offering tax preparation and CPA services in Mattituck, NY.
12165 Main Rd., Mattituck NY 11952 Tel 631-298-5612

Foresters

445 Broadhollow Rd., Melville NY 11747 Tel 631-249-1470

GE Financial Advisors

Greenlawn NY 11740 9 Harborfields Ct., Tel 516-503-1141
E-mail: chironis@aol.com

Goodman Financial - MetLife

300 Motor Parkway, Hauppauge NY 11788 Tel 631-582-6544
Fax: 631-582-6668; Switchboard: 5164
E-mail: jsnyder1@metlife.com

H & R Block

50800 Route 25, Southold NY 11971 Tel 631-765-6994
Website: hrblock.com

Healthcare Financial Management

175 Eileen Way, Syosset NY 11791 Tel 516-496-9399

Integex Solutions, Inc.

Floorplan finance, prime to subprime retail finance, autofunds.com - Online dealer management software.
775 Park Ave., Huntington NY 11743 Tel 631-258-1957
Fax: 631-824-9337; E-mail: info@integex.com
Website: integex.com

Kobrick, Saul, PC

Financial services Hauppauge NY Quality estate planning resources, seminars, assistance for family-owned businesses, incapacity planning, IRA & retirement planning, elder law & Medicaid services, asset protection and business planning, trust administration and probate
235 Brooksite Dr., Hauppauge NY 11788 Tel 800-295-1917
Website: kobricklaw.com

Lemonda & Associates

Offering accounting and bookkeeping services, as well as personal and business income tax preparation in Mattituck, NY.
11775 Main Rd., Mattituck NY 11952 Tel 631-298-2600

Liberty Equities of America

11 Carlton Ave., Islip Terrace NY 11752 Tel 631-224-2500
Fax: 631-277-3059; Website: newyorkstatemortgages.com

Long Island Housing Partnership, Inc.

Construction, sponsorship, development of affordable homes--technical assistance, education, & lending.
180 Oser Ave., Hauppauge NY 11788 Tel 631-435-4710
Fax: 631-435-4751; E-mail: jimlihpinc@aol.com
Website: lihp.org

LPL Financial

712 -A Jericho Tpk., Huntington Station NY 11746 Tel 516-521-3649
Tel: 631-271-5122; Website: GiveMeQuotes.com

Melville Financial Group

Provides financial services to individuals and business customers as well as corporate in-house educational seminars at no cost to employers
225 Old Country Rd., Melville NY 11747 North Wing,

Merrill Lynch - Islip

3880 Veterans Memorial Hwy., Islip NY 11716 Tel 631-738-1217
Fax: 631-981-4633; E-mail: james_lynch@ml.com
Website: ml.com

Merrill Lynch - Melville

Business lines of credit, financial & retirement planning.
1305 Walt Whitman Rd. Rt. 110 so of Rt 25, Melville NY 11747 Tel 631-351-5076
Fax: 631-351-5148; Website: ml.com

Moors & Cabot Inc.

55000 Route 25, Southold NY 11971 Tel 631-765-5100

New York Financial Partners

Financial services Huntington NY
36 New York Ave., Halesite NY 11743 Tel 631-351-3890

NIC Holding Corp.

25 Melville Park Rd., Melville NY 11747 Tel 631-293-4700

Northwestern Mutual Financial Network - All Long Island

245 Park Ave., All Long Island NY New York, Tel 646-366-6673

Northwestern Mutual Financial Network - Huntington

113 Woodbury Rd., Huntington NY 11743 Tel 631-271-1733
Fax: 631-673-3236; Website: nmfm.com

Northwestern Mutual Financial Network - Adam Kaufman

Investments, employee benefits, estate planing.
58 Vanderbilt Motor Prkwy., Commack NY 11725 Tel 631-592-2091
Fax: 631-592-2139; Website: nmfn.com

Northwestern Mutual Financial Network - Chris Shouler

Employee benefits, insurance & retirement planning
25 Melville Park Rd., Melville NY 11747 Tel 631-249-4077
Fax: 631-249-4086; Website: nmfn.com

NRL Associates

Financial management, estate tax and wealth creation strategies
25 Carle Rd., Westbury NY 11590
Website: nrlagency.com

Obsidian Financial Group L.L.C.

1000 Woodbury Rd., Woodbury NY 11797

Oppenheimer & Co.

700 Veterans Memorial Hwy., Hauppauge NY 11788

P.K. Services

514 Fourth Ave., East Northport NY 11731 Tel 631-754-6125

Paragon Financial Group

33 Walt Whitman Rd. Rt. 110 so of Rt 25, Huntington Station NY 11746 Tel 631-425-1111
Fax: 631-425-1138; E-mail: todaysbestrate@hotmail.com
Website: todaysbestrate.com

Peconic Partners

506 Montauk Hwy., East Quogue NY 11942 Tel 631-653-6651

People's Alliance Federal Credit Union

125 Wireless Blvd., Hauppauge NY 11788 Tel 631-434-3500
Website: pafcu.org

Primary Funding, Ltd.

801 South Main St., Farmingdale NY 11735 Tel 516-501-0094
Fax: 516-501-0584

Prudential Financial - Melville

445 Broadhollow Rd., Melville NY 11747 Tel 631-927-3450

Prudential Financial - Uniondale

530 EAB Plaza, Uniondale NY 11556 Tel 516-357-8700
Switchboard: 7333

Raymond James Financial Services

Financial services.
75 New St., Huntington Village NY 11743 Tel 631-425-2500

Raymond James, Financial Services

Financial advisor, asset management.
300 Pantigo Pl., East Hampton NY 11937 Tel 631-324-2044
Fax: 631-324-2062; E-mail: Robert.White@RaymondJames.com

Raynor Financial Services

38 Broadway, Greenlawn NY 11740 Tel 631-262-8951

Renaissance Fund Advisors Inc.

Investment management services
23 Green St., Huntington NY 11743

Resources Connection

Financial & Accountant Services.
330 South Service Rd., Melville NY 11747 Tel 631-574-4918
Fax: 631-574-4919; Website: resources-us.com

Secured Partners Corporation

143 Main St., Cold Spring Harbor NY 11724 Tel 631-367-1046
Tel: 631-367-2435

Suffolk Federal Credit Union

3681 Horse Block Rd., Medford NY 11763 Tel 631-924-8000
Website: suffolkfcu.org

Tannenbaum Wealth Management

Complete financial advisors Port Washington Long Island NY
99 Soundview Ave., Port Washington NY 11050 Tel 516-767-4268
Website: lpl.com

TD Waterhouse

Financial services
95 Broadhollow Rd., Melville NY 11747 Tel 800-934-4448
Fax: 631-425-9622; Website: tdwaterhouse.com

Vavar Financial

Financial management services
2950 Expressway Drive South, Islandia NY 11749 Tel 631-242-3317
Fax: 631-375-9888; Website: mcm@optonline.net

Voluto Capital

157 Main, Cold Spring Harbor NY 11724 Tel 631-692-9350

Waypoint Capital Management LLC

Waypoint Capital provides financial, capital management services to Long Island
23 Green St., Huntington NY 11743 Tel 631-271-0561
Website: waypointcapital.com

Wells Fargo Advisors

88 Froehlich Farm Blvd., Woodbury NY 11797 Tel 516-677-5500
Fax: 516-921-1310; Toll-Free: 800-874-9784
Website: wellsfargo.com

Wells Fargo Financial

1842 Jericho Tpk., Huntington NY 11743 Dix Hills Supercenter, Tel 631-499-0680

WM Financial Services

309 Main, Huntington NY 11743 Tel 631-424-2814
Fax: 631-424-2653

Interbiz Business Systems

Personal franchises on the net.
Bethpage NY 11714 3923 Berger Ave., Tel 516-731-2785
E-mail: j.rutigliano@interbizusa.com; Website: interbizusa.com

SellerFinances.com

Bringing together sellers eager to finance and buyers eager to purchase.
Website: sellerfinances.com

Financial Planning (c.f.p, Etc.) (30 listings total)

AMEX FInancial Advisors, Frank J Girard, CFP

Free consultations available. Investment Planning, Estate Planning, Long Term Care Planning, Life Insurance, College Planning, Retirement Planning, Tax Strategies, Tax-deferred investments, Disability protection
Nassau & Suffolk Locations, Tel 631-582-9770
Fax: 631-582-9195; E-mail: francis.j.girard@axp.com

Banducci Katz and Ferrari

Aims to know your business enough to improve tax and capital position, business structure, benefits packages, acquisition potential, and more.
51820 Route 25, Southold NY 11971 Tel 631-765-9416
Website: bkfllp.com

Bethpage Federal Credit Union

Bethpage Federal Credit Union is a full-service financial institution offering checking accounts, savings accounts, loans & credit cards, investments & insurance, services, and membership. Locations on Long Island: Bay Shore, Bethpage, Commack, Farmingdale, Glen Cove, Hempstead, Huntington, Levittown, Lynbrook, Melville, Mineola, North Babylon, Port Jefferson, Riverhead, Smithtown; branches in Freeport and Massapequa are underconstruction.
Toll-Free 800-628-7070
Website: bethbagefcu.com

Bethpage Federal Credit Union - Levittown

3284 Hempstead Tpk., Levittown NY 11756

Bethpage Federal Credit Union - Mineola

24hr atm
131 Jericho Tpk., Mineola NY 11501

Bethpage Federal Credit Union - North Babylon

24hr ATM
1350 Deer Park Ave., North Babylon NY 11703

Bethpage Federal Credit Union - Riverhead

24 hr ATM and Coin Machine
1095 Old Country Road, Riverhead NY 11901

Bethpage Federal Credit Union - Smithtown

Coin Machine Available
240 Middle Country Rd., Smithtown NY 11787

Bethpage Federal Credit Union - Bay Shore

24hr Atm and Coin Machine Available
591 E Main St., Bay Shore NY 11706

Bethpage Federal Credit Union - Commack

120 Veterans Hwy., Commack NY 11725

Bethpage Federal Credit Union - Farmingdale

Coin Machine Available
1033 Route 109, Farmingdale NY 11735

Bethpage Federal Credit Union - Glen Cove

24hr ATM available
111 School St., Glen Cove NY 11542

Bethpage Federal Credit union

Coin Machine Available
Huntington NY 11743

Birnbaum Financial Services

Life/ Disability/ Long Term Care Insurance/Money Management/Financial Planning.
1025 Old Country Rd., Westbury NY 11590 Tel 516-794-9696
Fax: 516-794-4901

Cambridge Brighton Budget Planning Corp.

One simple low monthly payment. Eliminate high interest rates & fees. Receive cash back every 6 months. Save thousands while becoming debt free. Free consultation.
Tel 800-615-1506

Harbor Capital Advisors, Inc

Corporate Finance
82 Main St., Huntington NY 11743 Tel 631-427-2732
Tel: 800-858-2732; Fax: 631-421-2539
E-mail: info@harborcapitaladvisors.com; Website: harborcapitaladvisors.com

Little Neck Development Corp.

Estate Developers.
477 West Main St., Huntington NY 11743 Tel 631-385-7600
Fax: 631-424-3533

Mark L Snyder

Mark J. Snyder has been deemed an outstanding financial adviser by many of the industry authorities voted Research Magazine's adviser hall of fame Worth Magazine's top 250 advisor's of the nation Bloomberg's top wealth managers list Voted 1 of 10 outstanding brokers in the nation by Registered Representative Magazine
All Long Island NY Tel 631-543-5283
Toll-Free: 800-543-5283; Website: markjsnyder.com

Mark L. Vaimberg, CFP

519 Deer Park Ave., Dix Hills NY 11746 Tel 631-549-4644
Fax: 631-549-4654

Progressive Financial Planning Services, Inc.

Financial Advisors, Investment Services, Insurance.
Melville NY 11747 6 Cabriolet Lane, Tel 800-895-6076

Prospect Financial Services LLC

Financial Planning with a CPA's insight that coordinates your financial life.
11 Prospect St., Huntington Village NY 11743 Tel 631-424-5218
E-mail: lkilbrith@profinserv.net; Website: profinserv.net

Raymond James Financial Services

Specializing in comprehensive financial planning and portfolio review services for the individual investor.
75 New St., Huntington Village NY 11743 Tel 631-425-2500
E-mail: susan.pearlman@raymondjames.com; Website: raymondjames.com

Raymond Jamesa and Associates

Locust Valley Long Island NY Financial Planning
230 Birch Hill Rd., Locust Valley NY 11560 Tel 516-671-4023
Fax: 516-759-0583; Toll-Free: 800-625-6057

Spectrum Financial Solutions

Securing the Future in a World of Risk.
300 Vanderbilt Motor Prkwy., Hauppauge NY 11788 Tel 631-595-1700
Fax: 631-274-5664; E-mail: info@RiskReward.com
Website: RiskReward.com

Taglich Brothers, Inc.

Corporate investment banking & research.
700 New York Ave. (110 so./25A), Huntington NY 11743 Tel 631-757-1500
Fax: 631-757-2100; Website: taglichbrothers.com

UBS Wealth Management

Financial services for individuals, small businesses and large corporations
225 Broadhollow Rd., Melville NY 11747 Tel 631-420-0300
Website: wwww.ubs.com

Waddell & Reed Financial Services

Financial Services/Life Insurance/Property & Casualty Insurance.
532 Broadhollow Rd., Melville NY 11747 Tel 631-777-2184
Fax: 631-777-2178; Website: waddell.com

Wealth Management Services/Advest

Investment Advisory.
2 Jericho Plaza, Jericho NY 11768 Tel 516-733-1290
Fax: 516-933-6640; Website: advest.com

WM Financial Services

309 Main, Huntington NY 11743 Tel 631-424-2814
Fax: 631-424-2653

Woodbury Financial Services, Inc.

More than insurance, variable annuities and mutual funds. A Member of the Hartford Financial Services Group, Inc.
6 Bluebird Lane, Huntington NY 11743 Tel 631-692-6097
E-mail: RSteiger@woodburyfinancial.net

Charles Schwab & Co. - Greenlawn

11 Colony Ct., Greenlawn NY 11740

Charles Schwab & Co. - Melville

200 Broadhollow Rd., Melville NY 11747 Tel 631-385-4390
Fax: 631-385-4899; E-mail: brian.cohen@schwab.com
Website: schwab.com

Edward Jones Investments

Ranked highest in investor satisfaction with full service brokerage firms
Website: edwardjones.com

Edward Jones Investments - Farmingdale

322 Main St., Farmingdale NY 11735 Tel 516-454-0590
Fax: 877-249-8656

Edward Jones Investments - Greenlawn

48 Broadway, Greenlawn NY 11740 Tel 631-754-8441
Fax: 888-288-3202

Edward Jones Investments - Huntington Village

Gerard St., Huntington Village NY 11743 Tel 631-367-3124

Edward Jones Investments - Northport

24 Woodbine Ave., Northport NY 11768 Tel 631-754-7774

Edward Jones Investments

2193 Jericho Tpk., Commack NY 11725 Tel 631-462-8550

Smith Barney - Jericho

100 Jericho Quadrange (Jericho Turnpike, Rt 25), Jericho NY 11753 Fax 516-931-7693
Tel: 631-932-4971

Smith Barney - Melville

401 Broadhollow Rd., Melville NY 11747 Fax 631-531-5695
Tel: 631-694-9600; Website: salomonsmithbarney.com

Smith Barney's Regional Office

58 South Service Rd., Melville NY 11747 Tel 631-755-8999
Tel: 800-477-7522; Fax: 631-755-8860
E-mail: kirk.c.mackey@rssmb.com; Website: ssbfcs.com

UBS Financial Services - Melville

225 Broadhollow Rd., Melville NY 11747 Tel 631-420-0300
Fax: 631-694-6947; Website: ubs.com

UBS Financial Services - Port Jefferson

100 Mariners Way., Port Jefferson NY 11777 Tel 631-642-6000

UBS Financial Services - Uniondale

333 Earle Ovington Blvd., Uniondale NY 11553 Mitchel Field, Tel 516-745-8825
Fax: 516-222-8110; Website: ubs.com

UBS Financial Services - James Werner

12 Wall St., Huntington Village NY 11743 Tel 631-385-5700
Fax: 631-385-5702; Website: ubs.com

Other Retail Brokerage Firms (15 listings total)

Advest, Inc.

Member of all major securtities exchanges, specializing in O.T.C. & fixed income markets. Click here for location & here for a picture.
3 Harbor Rd., Cold Spring Harbor NY 11724 Tel 631-367-5842
Tel: 631-367-5845; Tel: 877-367-5840
Fax: 631-692-6576; E-mail: james.montalto@advest.com
Website: advest.com

AMS Brokerage

100 Crossways Park Dr W., Woodbury NY 11797 Tel 516-921-2540

Berman Blake & Associates

210 Crossways Park Dr., Woodbury NY 11797 Tel 516-349-7200
Fax: 516-349-7260; Website: bermanblake.com

First Montauk Securities Corp.

Investment banking and money management.
52 Main St., Cold Spring Harbor NY 11724 Tel 631-692-9180
Tel: 631-692-9192; Tel: 877-234-8988
E-mail: info@montaukfinancial.com; Website: firstmontauk.com

Good Harvest Financial Group, Inc.

164 Flower Hill Rd., Huntington Bay NY 11743 Tel 631-423-6501
Fax: 631-421-5701; E-mail: rks1@aol.com

Josephthal & Co., Inc.

Financial advisor
700 Veterans Memorial Hwy., Hauppauge NY 11788 Tel 631-382-2500
Tel: 800-881-1585; Fax: 631-724-0868

Linsco/Private Ledger Financial Services

Financial services.
275 Kohr Rd., Kings Park NY 11754 Tel 631-269-1111

Littman Capital

22 Laurel Ave., Northport NY 11768 Tel 631-757-4100
Fax: 631-757-8628

Mutual Incorporated

Guidance & education for your financial objectives.
3505 Veterans Memorial Hwy., Ronkonkoma NY 11779 Tel 631-467-2211
Tel: 800-624-0062; Fax: 631-467-3396
E-mail: mutualinc@primefs.com; Website: mutualinc.com

Northport Marketing

Marketing & Finance.
320 Main St., Northport NY 11768 Tel 631-261-0200

Program Brokerage

100 Sunnyside Blvd., Woodbury NY 11797 Tel 516-364-7740
Fax: 516-496-4040

Raymond James Financial Services

Brokerage services, specializing in yacht purchase loans.
226 East Main St., Huntington NY 11743 Tel 631-424-1751
Corporate Office: 800-647-7378; Fax: 631-424-1753
E-mail: dreale@rjfs.com; Website: raymondjames.com

Tilles Investment Company

7600 Jericho Tpk., Woodbury NY 11797 Tel 516-364-1200
Fax: 516-364-1973

Tradaq

The Global Trading Network. Financial services.
94 West Main St., Smithtown NY 11787 Tel 631-979-4264
24 Hours: 866-787-2327; Fax: 631-979-4919
E-mail: info@tradaq.net; Website: tradaq.net

Vickers Stock Research Corp

226 New York Ave. (110 no./25A), Huntington Village NY 11743 Tel 631-423-7710

AMEX FInancial Advisors, Frank J Girard, CFP

Free consultations available. Investment Planning, Estate Planning, Long Term Care Planning, Life Insurance, College Planning, Retirement Planning, Tax Strategies, Tax-deferred investments, Disability protection
Nassau & Suffolk Locations, Tel 631-582-9770
Fax: 631-582-9195; E-mail: francis.j.girard@axp.com

Bi-County Postal FCU

Local credit union, financial services and consulting
521 Conklin St., Farmingdale NY 11735 Tel 516-752-0464
Website: creditunionaccess.com

New Alternatives Fund

A socially responsible Mutual Fund focused on alternative energy and environmentally sound investments.
150 Broadhollow Rd., Melville NY Tel 800-423-8383
Website: newalternativesfund.com

Vanderbilt Securities

604 Broadhollow Rd., Melville NY 11747 Direct Line 631-845-5100
Fax: 631-845-4531; E-mail: sdistante@pftgic.com
Website: vanderbiltsecurities.com

Waddell & Reed Financial Services

Financial Services/Life Insurance/Property & Casualty Insurance.
532 Broadhollow Rd., Melville NY 11747 Tel 631-777-2184
Fax: 631-777-2178; Website: waddell.com

A.G. Edwards & Son

40 North Country Rd., Port Jefferson NY 11777 Tel 631-473-4300
Website: agedwards.com

Advest, Inc.

Financial Services.
188 Birch Hill Rd., Locust Valley NY 11560 Tel 516-671-8333
Fax: 516-671-8875; Website: advest.com

AIG Advisor Group

205 East Main St., Huntington NY 11743 Tel 631-421-4341
Fax: 631-421-4677; E-mail: skdavis@investsafeharbor.com
Website: investsafeharbor.com

All Senior Care Planners, Inc.

Estate planning, long term care insurance & other financial planning.
31 Lenox Rd., Rockville Centre NY Tel 631-242-5036
Tel: 800-524-1622; Fax: 631-586-6735
E-mail: annkanes@optonline.net

AMEX FInancial Advisors, Frank J Girard, CFP

Free consultations available. Investment Planning, Estate Planning, Long Term Care Planning, Life Insurance, College Planning, Retirement Planning, Tax Strategies, Tax-deferred investments, Disability protection
Nassau & Suffolk Locations, Tel 631-582-9770
Fax: 631-582-9195; E-mail: francis.j.girard@axp.com

ATI Investment Consulting

Investments and financial consulting
8 North Rd., Stony Brook NY 11790 Tel 631-371-9636
Fax: 631-751-6153; E-mail: tony@atiinvestment.com

AXA Advisors, LLC - Lake Success

1111 Marcus Ave., Lake Success NY 11042 Fax 516-358-3721
Tel: 516-358-3750; Website: axaonline.com

AXA Advisors, LLC - Melville

155 Pinelawn Rd., Melville NY 11747 Tel 631-424-6000
Fax: 631-424-0345; Website: longisland.axa-advisors.com

Bethpage Federal Credit Union - Bethpage

24 hr drive up ATM. Coin Machine Available.
899 South Oyster Bay Rd., Bethpage NY 11714 Tel 516-349-6754
Fax: 516-349-6765

Bethpage Federal Credit Union - Freeport

Coming Soon!
210 West Merrick Rd., Freeport NY 11520

Bethpage Federal Credit Union - Lynbrook

Coin Machine Available.
613 Sunrise Hwy., Lynbrook NY 11563

Bethpage Federal Credit Union - Massapequa

Opening soon!
5257 Sunrise Hwy., Massapequa NY 11758

Bethpage Federal Credit Union - Melville

24 hr ATM available
722 Walt Whitman Mall Rt 110, Melville NY 11747 Fax 631-427-9470
Tel: 631-427-9402

Bethpage Federal Credit Union - Port Jefferson

24 hr ATM available
4802 Nesconset Hwy., Port Jefferson NY 11776 Tel 631-474-5215
Website: bethpagefcu.com

Bethpage Federal Credit Union

24hr ATM
170 Fulton Ave., Hempstead NY 11550

Borland Planning Services

East Northport NY 11731 PO Box 777, Tel 631-543-1115
Fax: 631-266-6804

Briscotti & Silkworth, Inc.

50 North Ferry Rd., Shelter Island NY 11964 Tel 631-749-1674
Fax: 631-749-4152

Brisotti & Silkworth, Inc.

Insurance and financial services.
E-mail: info@InsureLI.com; Website: insureli.com

Brisotti & Silkworth, Inc. - Mattituck

8400 Main Rd., Mattituck NY 11952 Tel 631-298-4747
Fax: 631-298-5496

Brisotti & Silkworth, Inc. - Shelter Island

50 North Ferry Rd., Shelter Island NY 11694 Tel 631-749-1674
Fax: 631-749-1683

Budget Planning Center

A nationwide debt consolidation program that helps individuals reclaim control over their finances.
225 Main St., Northport NY 11768 Toll-Free 800-417-7837
E-mail: debtless@budgetplanners.net; Website: budgetplanners.net

C.J. Budget Management

Personal budget management.
164 Asharoken Ave., Asharoken NY 11768 Tel 631-754-8030

Cambridge Brighton Budget Planning Corp.

3001 Expressway Drive North, Islandia NY Fax 631-232-9644
Website: cambridgebrighton.org

Certified Financial Planner Peter Ostapow

Independent certified financial planner providing comprehensive financial services to individuals and businesses on Long Island since 1979
4 Redbridge Court, Setauket NY 11733 PO Box 2208, Tel 631-751-1777
Fax: 631-751-1560; Website: peterpaulostapow.com

Comprehensive Financial Solutions

Financial planning, insurance, mutual funds.
225 Wireless Blvd., Hauppauge NY 11788 Tel 631-952-8600

Consolidated Porfolio Review

Locust Valley Long Island NY Portfolio Capital Services
168 Forest Ave., Locust Valley NY 11560 Tel 516-759-3900
Fax: 516-759-3928; Website: diefendorfcapital.com

Cornerstone Planning, Inc.

Financial Planning/Investment Management;
Melville NY 11747 P.O. Box 678, Tel 631-385-3335
E-mail: phil@cornerstoneinvester.com

Diefendorf Capital Planning - 3 Dimensional Wealth Planning of Eastern Suffolk, LI

Providing financial planning services to all of Long Island
409 West Lane, Aquebogue NY 11931 Tel 631-722-5806
Fax: 631-722-5819; E-mail: Info@DiefendorfCapital.com
Website: diefendorfcapital.com

Diefendorf Capital Planning - 3 Dimensional Wealth Planning of Western Suffolk, LI

Capital Planning and Securities investments through Diefendorf Capital Planning. This location is in Cold Spring Harbor. They also have locations in Locust Valley and Aquebogue.
93 Main St., Cold Spring Harbor NY 11724 Tel 631-722-5806
E-mail: Info@DiefendorfCapital.com; Website: diefendorfcapital.com

Donnelly, Charles P., Financial Planner

832 Monroe Dr., Centerport NY 11721 Tel 631-425-1325
Fax: 631-351-5138; E-mail: charles_donnelly@ml.com

E. Frank and Associates

Financial advice, Insurance.
1895 Walt Whitman Mall Rt 110, Melville NY 11747 Tel 631-420-4242
Fax: 631-420-4243; E-mail: efrankfa@msn.com

Ehrenkranz King Nussbaum, Inc. (EKN Securities)

Financial services, stocks, institutional trading, investment, banking
600 Old Country Rd., Garden City NY 11530 Tel 516-396-1234
Website: eknstock.com

Finnegan Planning, Inc.

Financial and estate planners.
23 Green St., Huntington Village NY 11743 Tel 631-427-6200
Fax: 631-427-6218

Gertrude Schloer CFP, CLU.

Experienced financial planner with expertise is in retirement planning. Investment, annuities, life and long term care insurance.
3060 Little Neck Rd., Cutchogue NY 11935 Tel 631-734-6345

Gottlieb Scott CPA

Offers competitively priced, diversified services, general ledger, compilation services, individual and corporate tax services, banking relations assistance, and locating the best accounting software.
105 Maxess Rd., Melville NY 11747 Tel 631-253-2722
Tel: 631-574-4484; Fax: 631-253-0909
E-mail: scott@gottliebcpa.com; Website: gottliebcpa.com

Graham Financial & Business

24 Erie St., Port Jefferson Station NY 11776 Tel 631-474-3827

Granite Financial, The

A registered investment advisor.
1517 Franklin Ave., Garden City NY 11530 PO Box 7161, Tel 516-248-8333
Fax: 516-248-8373; E-mail: info@thegranite.com
Website: thegranite.com

Gundermann and Gundermann Insurance Inc.

 

Since 1937, we have helped thousands of individuals and families protect their way of life...and plan for the future. Offering financial plannining, estate planning, investment planning, portfolio management, retirement planning & college education planning.

  1. 175 West Carver Street, Huntington Village Tel:(631) 271-0600
  2. Internet: www.gundermann.com

Haber Capital Management

Investment planning services
6800 Jericho Tpke., Syosset NY 11791 Tel 516-393-5902

Halliday Financial Group

Financial planning services focusing on long-term commitments to protect your financial safety. Financial Services Long Island NY
725 Glen Cove Rd., Glen Head NY 11545 Tel 516-671-1099
Toll-Free: 800-786-1598; Website: hallidayfinancial.com

Iacomino, Genaro

Certified financial planner
Stony Brook NY 11790 Tel 631-689-9430

Island Financial Group

Specializing in business security planning and buy sell agreements.
1000 Woodbury Rd., Woodbury NY 11797 Tel 516-364-3333
Fax: 516-364-3647; Website: islandfinancialgroup.com

Kurz Planning, Inc.

Huntington NY Financial planning, estate planning, retirement planning, life insurance, medical insurance, long-term care insurance
233 Main St., Huntington Village NY 11743 Tel 631-424-7200
Fax: 631-423-7939; Toll-Free: 800-239-9889
E-mail: customerservice@kurzplanning.com; Website: kurzplanning.com

Laadt & Freiser Financial

Insurance, real estate & business planning
1000 Woodbury Rd., Woodbury NY 11797 Tel 516-682-3447
Fax: 516-364-3647; E-mail: mfreiser@finsvcs.com
Website: LFfinancial.net

LPL Financial Services

Huntington Station Long Island NY Financial Services planning
712 E. Jericho Turnpike, Huntington Station NY 11746 Tel 631-546-5382
Fax: 631-815-6740; Toll-Free: 877-845-4754
Website: lpl.com

M.A.S. Planning Services

Professional financial advice for women
249 Main St., Setauket NY 11733 Tel 631-675-0245
Fax: 631-675-0873; Website: financialplannerforwomen.com

Mark's Bookkeeping Service

Specializing in computer bookkeeping utilizing QuickBooks. We will set-up or clean-up your bookkeeping. Train your staff or provide bookkeepers. For businesses or individuals.
Sag Harbor NY Tel 631-725-1127
E-mail: marksbookkeeping@mindspring.com

Mass Mutual

1000 Woodbury Rd., Woodbury NY 11797 Tel 516-364-3333

Merrill Lynch

112 --05 Queens Blvd., Forest Hills, NY 11375, Tel 800-289-9179

Merrill Lynch - Garden City

1325 Franklin Ave., Garden City NY 11530 Tel 516-877-8269
Fax: 516-877-9049; E-mail: richard_mazur@ml.com

Met Life Financial Services - Hauppauge

2929 Expressway Drive North, Hauppauge NY 11749 Tel 631-851-5870
Fax: 631-851-5801

Met Life Financial Services - Smithtown

Strategic insurance, retirement & investment planning
365 Route 111, Smithtown NY 11787 Tel 631-851-5742

Mittleman Brothers, LLC

Mittleman Investment Management, LLC is and SEC-registered investment advisor which provides discretionary portfolio management for separately managed accounts for individuals and institutions.
227 Main St., Huntington Village NY 11743 Tel 516-708-4759
Website: mittlemanbrothers.com

Morgan Stanley - Frank Inman

290 Broadhollow Rd., Melville NY 11746 Tel 631-425-3465
Tel: 800-366-3444; Fax: 631-425-3449
Website: morganstanley.com

Morgan Stanley - Melissa Badlu

2 Jericho Tpk., Jericho NY 11753 Tel 516-336-0804
Website: msdw.com

Mutual Incorporated

Our vision is to become the source of choice in providing guidance & education for your financial objectives.
3505 Veterans Memorial Hwy., Ronkonkoma NY 11779 Tel 631-467-2211
Tel: 800-624-0062; Fax: 631-467-3396
E-mail: mutualinc@primefs.com; Website: mutualinc.com

Nassau Educators Federal CU

575 Underhill Blvd., Syosset NY 11791 Tel 516-561-0030

New York Municipal Advisors Corp. (NYMAC)

Financial advisors.
76 North Broadway, Hicksville NY 11801 Tel 516-938-6644
Fax: 516-938-6684; E-mail: nymac@trim.net

North Ridge Securities Corp.

Long Island's leading financial planning firm.
1895 Route 110, Melville NY 11747 Tel 631-420-4242
Fax: 631-420-4243; E-mail: DRL7@aol.com

North Shore Financial Group - Hauppauge

Vincent A. Casillo, financial services representative
2929 Express Drive North, Hauppauge NY 11749 Tel 631-851-5880
Fax: 631-851-5764; E-mail: vcasillo@metlife.com

North Shore Financial Group - Huntington

Full Service Personal Financial Planning.
47 Brand Dr., Huntington NY 11743 Tel 631-385-8512
Tel: 877-707-8466; Fax: 631-385-2307
E-mail: info@stgmm.com; Website: stgmm.com

Northwestern Mutual - Michael Augone

Financial planning and investment specialist
245 Park Ave., New York, NY, Tel 646-366-6673
Cellular: 516-635-3812; Fax: 212-921-8460
E-mail: Michael.Augone@NMFN.com; Website: nmfn.com

Par Associates, LLC

150 Woodlake Drive West, Woodbury NY 11797 Tel 516-889-1539
Fax: 516-432-4979; E-mail: parjmm@aol.com
Website: parcostreduction.com

Peconic Bay Financial

Let us help you get your finances in order.
960 Roanoke Avenue, Riverhead NY 11901 Tel 7274015

Prospect Financial Services, LLC

Financial Solutions by investment trained CPAs.
11 Prospect St., Huntington Village NY 11743 Tel 631-424-5239
Fax: 631-424-5237; Website: ckcpa.com

Prudential Securities

Woodbury NY 11797 88 Froehlick Farm Blvd., Tel 516-677-5540

Punturo Financial Advisors, Inc.

Full service financial planning firm.
Website: bpcpas.com

RBC Dain Rauscher

Full-service investment brokerage firm serving individual investors in more than 149 offices in 40 states
223 West Montauk Hwy., Hampton Bays NY 11946 Tel 631-723-4140
Fax: 631-723-4176; Website: rbcdain.com

SafeHarbor Asset Management

Investment planning, estate planning, tax strategies, tax-deferred investments, long term care planning, life insurance, college planning, retirement planning, disability protection.
205 East Main St., Huntington NY 11743 Tel 631-421-4341
Fax: 631-421-4677; E-mail: karen@investsafeharbor.com
Website: investsafeharbor.com

Spielberger, Dampf, Brill, Levine LLC

Money managers, registered investment advisors.
145 Pinelawn Rd., Melville NY 11747 Tel 631-777-1661
Fax: 631-777-1705; E-mail: barryevan@aol.com
Website: sdblasset.com

Steinberganna Wealth Management

Personal financial asset management Huntington NY
76 New York Ave. (110 no./25A), Huntington NY 11743 Tel 631-271-6160

Ten Haagen Financial Group

Huntington Long Island NY Financial Group Investments and Financial Planning stocks bonds gov'ts annuities education funding tax efficient investing mutual funds insurance lump sum distributions pension planning retirement planning and implementation free reviews and consultation Strategic financial planning & investment Implementation Complimentary consultation & review of personal & qualified investment portfolios & insurance policies
191 New York Ave. (110 no./25A), Huntington Village NY 11743 Tel 631-425-1966
Fax: 63142576521; E-mail: wiseinvesting@tenhaagen.com
Website: tenhaagen.com

The Trust Partners

Huntington Long Island NY A team of "Care Coordinators" for the families of children with special needs who analyze unique needs, determine guardians and trustees and set up special needs trusts, ensure "quality of life" for your child's future
13 High Oaks Ct., Huntington NY 11743 Tel 631-421-7938
Tel: 631-871-3702; E-mail: natbaye@thetrustpartners.com
Website: thetrustpartners.com

U.S. Trust

Wealth Management.
1581 Franklin Ave., Garden City Park NY 15530 P.O Box 7246, Tel 516-877-8829
Fax: 516-877-8929; Website: ustrust.com

UBS Financial Services - Melville

225 Broadhollow Rd., Melville NY 11747 Tel 631-420-0300
Fax: 631-694-6947; Website: ubs.com

UBS Financial Services - Port Jefferson

100 Mariners Way., Port Jefferson NY 11777 Tel 631-642-6000

UBS Financial Services - Uniondale

333 Earle Ovington Blvd., Uniondale NY 11553 Mitchel Field, Tel 516-745-8825
Fax: 516-222-8110; Website: ubs.com

UBS Financial Services - James Werner

Financial planning, wealth services.
12 Wall St., Huntington Village NY 11743 Tel 631-385-5700
Fax: 631-385-5702; Website: ubs.com

UBS Financial Services - James Werner

Financial adviser
225 Broadhollow Rd., Melville NY 11747 Tel 631-454-3246
Fax: 631-694-6947; Website: ubs.com

Waddell & Reed Financial Services

Financial Services/Life Insurance/Property & Casualty Insurance.
532 Broadhollow Rd., Melville NY 11747 Tel 631-777-2184
Fax: 631-777-2178; Website: waddell.com

Zacharoff, Richard E.

Estate, retirement planning and insurance.
36 New York Ave. (110 no./25A), Halesite NY 11743 Tel 631-271-4090
E-mail: richard@richardzacharoff.com; Website: richardzacharoff.com

College Planning Services (4 listings total)

College Connection

Helping students and their parents navigate the road to college! College Matching ~ Admission Strategies ~ Application Enhancement ~ Essay Development ~ Scholarship & Financial Aid Sourcing
-, [Long Island] NY None Tel 516-345-8766
E-mail: info@collegeconnect.info; Website: CollegeConnect.info

Economic Opportunity Council of Suffolk, Inc. (EOC)

475 East Main St., Patchogue NY 11722 Tel 631-289-2124

North Ridge Securities Corp.

Long Island's leading financial planning firm.
1895 Route 110, Melville NY 11747 Tel 631-420-4242
Fax: 631-420-4243; E-mail: DRL7@aol.com

Prospect Financial Services, LLC

Financial Solutions by investment trained CPAs.
11 Prospect St., Huntington Village NY 11743 Tel 631-424-5239
Fax: 631-424-5237; Website: ckcpa.com

Financial Planning (cfp) (5 listings total)

A.G. Edwards & Sons - Closed

Providing meaningful financial solutions for the Huntington Community.
24 West Carver St., Huntington NY 11743 Tel 631-427-3100
Website: agedwards.com

AMEX FInancial Advisors, Frank J Girard, CFP

Free consultations available. Investment Planning, Estate Planning, Long Term Care Planning, Life Insurance, College Planning, Retirement Planning, Tax Strategies, Tax-deferred investments, Disability protection
Nassau & Suffolk Locations, Tel 631-582-9770
Fax: 631-582-9195; E-mail: francis.j.girard@axp.com

ARS Financial Services

Certified Financial Planners (CFPs) co-ordinate client's financial affairs into a manageable portfolio; specialization in retirement funds, organizing 401k(s), and other pension plans.
500 North Broadway, Jericho NY 11753 Tel 516-932-5130
Fax: 516-932-7706; E-mail: jericho@arsfinancial.com
Website: arsfinancial.com

Beneficial Homeowner Service

1155 East Jericho Tpk., Huntington NY Tel 631-271-1882

Prospect Financial Services, LLC

Financial Solutions by investment trained CPAs.
11 Prospect St., Huntington Village NY 11743 Tel 631-424-5239
Fax: 631-424-5237; Website: ckcpa.com

Retirement Planning (7 listings total)

AMEX FInancial Advisors, Frank J Girard, CFP

Free consultations available. Investment Planning, Estate Planning, Long Term Care Planning, Life Insurance, College Planning, Retirement Planning, Tax Strategies, Tax-deferred investments, Disability protection
Nassau & Suffolk Locations, Tel 631-582-9770
Fax: 631-582-9195; E-mail: francis.j.girard@axp.com

Mark S. Eghrari & Associates

Attorney and noted speaker from the American Academy of Estate Planning Attorneys.
50 Karl Ave., Smithtown NY 11787 Tel 631-265-0599
Website: myestateplan.com

North Ridge Securities Corp.

Long Island's leading financial planning firm.
1895 Route 110, Melville NY 11747 Tel 631-420-4242
Fax: 631-420-4243; E-mail: DRL7@aol.com

Northwestern Mutual Financial Network - Chris Shouler

Employee benefits, insurance & retirement planning;
25 Melville Park Rd., Melville NY 11747 Tel 631-249-4077
Fax: 631-249-4086; Website: nmfn.com

Prospect Financial Services, LLC

Financial Solutions by investment trained CPAs.
11 Prospect St., Huntington Village NY 11743 Tel 631-424-5239
Fax: 631-424-5237; Website: ckcpa.com

Spectrum Financial Solutions

Securing the Future in a World of Risk.
300 Vanderbilt Motor Prkwy., Hauppauge NY 11788 Tel 631-595-1700
Fax: 631-274-5664; E-mail: info@RiskReward.com
Website: RiskReward.com

Transamerica Retirement Service

414 Main St., Port Jefferson NY 11777 Tel 631-978-0182

Estate and Trust Planning (7 listings total)

AMEX FInancial Advisors, Frank J Girard, CFP

Free consultations available. Investment Planning, Estate Planning, Long Term Care Planning, Life Insurance, College Planning, Retirement Planning, Tax Strategies, Tax-deferred investments, Disability protection
Nassau & Suffolk Locations, Tel 631-582-9770
Fax: 631-582-9195; E-mail: francis.j.girard@axp.com

Applied Financial Group

80 Crossways Park W., Woodbury NY 11797 Tel 516-677-6292
Fax: 631-921-2386; E-mail: dfsfinancialadvisor@hotmail.com
Website: appliedfinancialgroup.net

Innovative Planning Services

Investments,Insurance, Estate Planning.
80 Crossways Park W., Woodbury NY 11797 Tel 516-677-6292
Fax: 516-921-2386

North Ridge Securities Corp.

Long Island's leading financial planning firm.
1895 Route 110, Melville NY 11747 Tel 631-420-4242
Fax: 631-420-4243; E-mail: DRL7@aol.com

Prudential Insurance

445 Broadhollow Rd., Melville NY 11747 Tel 631-753-8800
Website: prudential.com

Spectrum Financial Solutions

Securing the Future in a World of Risk.
300 Vanderbilt Motor Prkwy., Hauppauge NY 11788 Tel 631-595-1700
Fax: 631-274-5664; E-mail: info@RiskReward.com
Website: RiskReward.com

U.S. Trust

Wealth Management.
1581 Franklin Ave., Garden City Park NY 15530 P.O Box 7246, Tel 516-877-8829
Fax: 516-877-8929; Website: ustrust.com

Private Investment Advisors (33 listings total)

Applied Financial Group

80 Crossways Park W., Woodbury NY 11797 Tel 516-677-6292
Fax: 631-921-2386; E-mail: dfsfinancialadvisor@hotmail.com
Website: appliedfinancialgroup.net

Aventine Investment Management, Inc.

29 West Hills Rd., Huntington Station NY 11746 Tel 631-673-6738
Fax: 631-673-6706; E-mail: invest@aventineinvestments.com
Website: aventineinvestments.com

Diversified Financial Solutions, Inc.

125 Baylis Rd., Melville NY 11747 Tel 631-420-4123
Fax: 631-420-4129; E-mail: bruce@brucehutchinson.com
Website: brucehutchinson.com

Donnelly, Charles P., Financial Planner

832 Monroe Dr., Centerport NY 11721 Tel 631-425-1325
Fax: 631-351-5138; E-mail: charles_donnelly@ml.com

E. Frank and Associates

Financial advice, Insurance.
1895 Walt Whitman Mall Rt 110, Melville NY 11747 Tel 631-420-4242
Fax: 631-420-4243; E-mail: efrankfa@msn.com

Fahnestock & Co., Inc.

Financial consultants.
115 Broadhollow Rd., Melville NY 11747 Tel 631-424-0700
Fax: 631-424-0942; E-mail: miskric@fahnestock.com
Website: fahnestock.com

Fedelity Investments

37 Jericho Tpk., Huntington Station NY 11746 Tel 631-526-7252

Granite Financial, The

A registered investment advisor.
1517 Franklin Ave., Garden City NY 11530 PO Box 7161, Tel 516-248-8333
Fax: 516-248-8373; E-mail: info@thegranite.com
Website: thegranite.com

H & R Block - All Long Island

Investments, banking and mortgage consulting; income tax services
All Long Island NY
Website: hrblock.com

H & R Block - Hicksville

As the world's largest tax service company, H&R Block serves millions of clients with tax services, income tax preparation, electronic filing of taxes for rapid refunds, and financial services.
195 North Broadway, Hicksville NY 11801 Tel 516-433-5818

H & R Block - Bay Shore

As the world's largest tax service company, H&R Block serves millions of clients with tax services, income tax preparation, electronic filing of taxes for rapid refunds, and financial services.
1701 Sunrise Hwy., Bay Shore NY 11706 South Shore Mall, Tel 631-665-2600
Website: hrblock.com

H & R Block - Central Islip

As the world's largest tax service company, H&R Block serves millions of clients with tax services, income tax preparation, electronic filing of taxes for rapid refunds, and financial services.
40 East Suffolk Ave., Central Islip NY 11722 Tel 631-665-2600
Website: hrblock.com

H & R Block - Deer Park

1850 Deer Park Ave., Deer Park NY 11729 Tel 516-433-5818

H & R Block - East Northport

As the world's largest tax service company, H&R Block serves millions of clients with tax services, income tax preparation, electronic filing of taxes for rapid refunds, and financial services.
290 Larkfield Rd., East Northport NY 11731 Tel 631-261-1154
Website: hrblock.com

H & R Block - East Northport

As the world's largest tax service company, H&R Block serves millions of clients with tax services, income tax preparation, electronic filing of taxes for rapid refunds, and financial services.
4000 East Jericho Tpk., East Northport NY 11731 Tel 631-665-2600
Website: hrblock.com

H & R Block - Glen Cove

As the world's largest tax service company, H&R Block serves millions of clients with tax services, income tax preparation, electronic filing of taxes for rapid refunds, and financial services.
219 Forest Ave., Glen Cove NY 11542 Tel 516-437-2685
Website: hrblock.com

H & R Block - Hicksville

As the world's largest tax service company, H&R Block serves millions of clients with tax services, income tax preparation, electronic filing of taxes for rapid refunds, and financial services.
204 West Old Country Rd., Hicksville NY 11801 Tel 516-433-5818
Website: hrblock.com

H & R Block - Huntington

As the world's largest tax service company, H&R Block serves millions of clients with tax services, income tax preparation, electronic filing of taxes for rapid refunds, and financial services.
359 Main St., Huntington NY 11743 Tel 631-427-2070
Website: hrblock.com

H & R Block - Huntington Station

As the world's largest tax service company, H&R Block serves millions of clients with tax services, income tax preparation, electronic filing of taxes for rapid refunds, and financial services.
1797 New York Ave. (110 so./25A), Huntington Station NY 11746 Tel 631-549-3313
Website: hrblock.com

H & R Block - Smithtown

As the world's largest tax service company, H&R Block serves millions of clients with tax services, income tax preparation, electronic filing of taxes for rapid refunds, and financial services.
79 East Main St., Smithtown NY 11787 Tel 631-665-2600
Website: hrblock.com

H & R Block - Valley Stream

As the world's largest tax service company, H&R Block serves millions of clients with tax services, income tax preparation, electronic filing of taxes for rapid refunds, and financial services.
2034 Green Acres Mall, Valley Stream NY 11581 Tel 516-561-8181
Website: hrblock.com

hgTurner Associates LLC

An SEC registered investment advisor.
425 Wolf Hill Rd., Dix Hills NY 11746 Tel 631-673-3055
Fax: 631-673-3058; E-mail: info@hgturner.com
Website: hgturner.com

Investment Insight Wealth Management, LLC

Investment Insight Wealth Management, LLC is a registered investment advisor and financial manager in Massapequa, NY.
36 West Dr., Massapequa NY 11758 Tel 516-249-0060
E-mail: info@myinvestmentinsight.com; Website: myinvestmentinsight.com

Mehler, Jeffrey CPA

10 Hunting Hill Dr., Woodbury NY 11797 Tel 516-367-9671
Fax: 631-367-1232; E-mail: jeffmehler@netzero.net

Merrill Lynch

3880 Veterans Memorial Hwy., Islip NY 11716 Tel 631-738-1217
Fax: 631-981-4633; E-mail: james_lynch@ml.com
Website: ml.com

National Debt Counseling

308 New York Ave. (110 no./25A), Huntington NY 11743 Tel 631-424-5567
Fax: 888-270-7422

Progressive Financial Planning Services, Inc.

Financial Advisors, Investment Services, Insurance.
Melville NY 11747 6 Cabriolet Lane, Tel 800-895-6076

Prudential Securities

Woodbury NY 11797 88 Froehlick Farm Blvd., Tel 516-677-5540

Southfork Asset Management

Asset management, recovery and remarketing specialists.
3001 Expressway Drive North, Islandia NY 11749 Tel 631-630-4300
Fax: 631-630-4324; Website: southforkasset.com

Spectrum Financial Solutions

Securing the Future in a World of Risk.
300 Vanderbilt Motor Prkwy., Hauppauge NY 11788 Tel 631-595-1700
Fax: 631-274-5664; E-mail: info@RiskReward.com
Website: RiskReward.com

Stifel Nicolaus Gallego Financial Group

Oyster Bay Long Island NY financial group SIPC and NYSE
50 Audrey Ave., Oyster Bay NY 11771 Tel 516-624-2702
Fax: 516-624-7147; Toll-Free: 866-398-5377
Website: alexgallegogroup.com

Sutton Investment Group, LLC

Investment manager, investment advisor, registered investment advisor.
184 South Snedecor Ave., Bayport NY 11705 Tel 631-419-1013

Wealth Design Management Co., Inc.

675 Walt Whitman Rd. Rt. 110 so of Rt 25, Melville NY 11747 Tel 631-427-5344
Fax: 631-271-7036

America's First Capital Group Inc.

Non-traditional debt free services.
58 Sugar Toms Lane, East Norwich NY 11732 Tel 516-922-7474
Fax: 516-624-2655; E-mail: rfslisb@aol.com

Atlantic Credit Foundation, Inc.

Debt Reduction/Credit Repair/Debt Management.
Dix Hills NY 11746 3 Glen Hill Court, Tel 631-499-2444
Fax: 631-499-2784; E-mail: info@atlanticcredit.org
Website: atlanticcredit.org

C.J. Budget Management

Personal budget management.
164 Asharoken Ave., Asharoken NY 11768 Tel 631-754-8030

Cambridge Brighton Budget Planning Corp. - Islandia

New York State licensed Not-For-Profit offering credit counseling and educational assistance to consumers.
Expressway Drive North, Islandia NY 11749 Tel 631-423-8100
Fax: 631-232-9644; Website: cambridgebrighton.org

Cambridge Brighton Budget Planning Corp. - Islandia

Expressway Drive North, Islandia NY 11749 Tel 631-423-8100
Fax: 631-232-9644; Website: cambridgebrighton.org

Cambridge Brighton Budget Planning Corp. - Islandia

3001 Expressway Drive North, Islandia NY Fax 631-232-9644
Website: cambridgebrighton.org

Commerce Capital, Inc.

1160 East Jericho Tpk., Huntington NY 11743 Tel 631-424-5440
Fax: 631-424-5450

Empire Fiscal Management

44 Broadway, Greenlawn NY 11740 Tel 631-754-8900

Geico Federal Credit Union

750 Woodbury Rd., Woodbury NY 11797 Tel 516-496-5014

Integre Financial Group

Financial planning services.
1440 Veterans Memorial Hwy., Hauppauge NY 11749 Tel 631-582-6400
Fax: 631-582-3116; Fax: 631-582-4261
E-mail: zambri_joe@nlvmail.com; Website: cpsfinancialservices.com

Merrill Lynch

877 E Main St., Riverhead NY 11901 Tel 631-284-8200
Website: ml.com

National Debt Counseling

308 New York Ave. (110 no./25A), Huntington NY 11743 Tel 631-424-5567
Fax: 888-270-7422

Northport Marketing

Marketing & Finance.
320 Main St., Northport NY 11768 Tel 631-261-0200

Peconic Bay Financial

Let us help you get your finances in order.
960 Roanoke Avenue, Riverhead NY 11901 Tel 7274015

Safe Harbor Asset Management

We specialize in helping people with their financial planning and investment management needs. Our goal is to improve investment returns, reduce taxes and plan future cash flows.
205 East Main St., Huntington NY 11743 Tel 631-421-4341
Fax: 631-421-4677; E-mail: skdavis@investsafeharbor.com
Website: investsafeharbor.com

Schatten Group

Oyster Bay Long Island NY Financial Planners personal, and business owners entreperneurs and professionals
255 South St., Oyster Bay NY 11771 Tel 516-624-3200

Teachers Federal Credit Union - Commack

10 Vanderbilt Pkwy., Commack NY 11725 Tel 631-462-5151

Teachers Federal Credit Union - South Setauket

260 -A Pond Path Rd., South Setauket NY 11720 Tel 631-981-0500
Fax: 631-981-7411; Website: teachersfcu.org

Williams, Charles & Scott, Ltd.

2171 Jericho Tpk., Commack NY 11725 PO Box 433, Tel 631-462-1553
Fax: 631-462-5751; Toll-Free: 800-652-4445
E-mail: sales@wcscollects.com; Website: wcscollects.com

American Cash Solutions Inc.

American Cash Solutions Incorporated located in East Northport New York provides cash flow support services
30 Stoothoff Rd., East Northport NY 11731 Tel 631-368-2219
E-mail: amcashinc@aol.com; Website: mybuildingfunds.com

Archer Capital - Licensed Mortgage Banker

Registered mortgage broker. Purchases, refinances, equity loans, with or without credit challenges. Ira Mandelberg.
303 Sunnyside Blvd., Plainview NY 11803 Tel 631-294-1105
Fax: 631-924-2476; E-mail: iram@archercap1.com
Website: empiremortgageassociates.com

Bison Commercial Leasing Corp.

560 Broadhollow Rd., Melville NY 11747 Tel 631-845-7700
Fax: 631-845-8559; E-mail: tcb2194@hotmail.com
Website: bisonleasing.com

J. Beaton Brokerage LTD.

202 East Main St., Huntington NY 11743 Tel 516-742-2220

J.P. Anderer

202 East Main St., Huntington NY Tel 631-385-4455

K-M Capital Inc.

202 East Main St., Huntington NY 11743 Tel 631-427-3900

Loop Entertainment

Huntington NY Financial planning services, investment and accounting services for the entertainment industry
255 Main Street, Huntington NY 11743 Tel 631-271-9000
Fax: 631-421-5129; Website: loopgroup.net

Precise Mortgage Services

Real Estate & Business Financing.
Levittown NY 11756 12 Turn Lane, Isl& Trees, Tel 516-315-0644
Fax: 914-592-0817; E-mail: info@PreciseLoan.com
Website: preciseloan.com

Ronald Van Dina Agency, Inc.

44 Green St., Huntington NY 11743 Tel 631-424-1383
Fax: 631-424-1386