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Map of West Islip, NYMap of West Islip, NY

Financial Planners in West Islip, NY

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1. 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…

2. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

540 Montauk Hwy, West Islip, NY, 11795

CLOSED NOW

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…

3. Allstate Personal Financial Representative: Craig Mehlsack

Allstate Personal Financial Representative: Craig Mehlsack

1135 Deer Park Ave, North Babylon, NY, 11703

CLOSED NOW

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

4. Bayview Economic Solutions Team

Bayview Economic Solutions Team

130 Orinoco Dr, Brightwaters, NY, 11718

CLOSED NOW

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

5. Derek Lundquist - Thrivent

Derek Lundquist - Thrivent

77 Deer Park Ave, Babylon, NY, 11702

CLOSED NOW

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,…

6. Edward Jones - Financial Advisor: Eric P Bencivenga

Edward Jones - Financial Advisor: Eric P Bencivenga

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

CLOSED NOW

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

8. Genesis Gold Group

Genesis Gold Group

Serving the West Islip 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…

9. Marguerite Danaher - Private Wealth Advisor, Ameriprise Financial Services

Marguerite Danaher - Private Wealth Advisor, Ameriprise Financial Services

175 S Wellwood Ave, Lindenhurst, NY, 11757

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…

10. Federmann Financial Services

Federmann Financial Services

Rocky Point, NY, 11778

CLOSED NOW

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

YP
18 Years
in Business

14. American Capital Partners LLC

American Capital Partners LLC

Serving the West Islip Area

CLOSED NOW

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…

15. Robert Gargiulo - Financial Advisor, Ameriprise Financial Services

Robert Gargiulo - Financial Advisor, Ameriprise Financial Services

175 S Wellwood Ave, Lindenhurst, NY, 11757

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…

18. Brownstone Diversified Solutions

Brownstone Diversified Solutions

1627 N Thompson Dr, Bay Shore, NY, 11706

CLOSED NOW

"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

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

Christopher J Fucci - Financial Advisor, Ameriprise Financial Services

150 Broadhollow Rd Ste 205, Melville, NY, 11747

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…

21. Investment Insight Wealth Management, LLC

Investment Insight Wealth Management, LLC

36 West Dr, Massapequa, NY, 11758

CLOSED NOW

From Business: Investment Insight Wealth Management, LLC is a Registered Investment Adviser serving businesses, retirement plans and high net worth investors. Our independent adviser status…

YP
14 Years
in Business

22. Richard Mazur - Financial Advisor, Ameriprise Financial Services

Richard Mazur - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY, 11747

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…

23. Wendy Gorman - Financial Advisor, Ameriprise Financial Services

Wendy Gorman - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY, 11747

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…

24. John Creeron - Financial Advisor, Ameriprise Financial Services

John Creeron - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY, 11747

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…

25. Joseph Marinaccio - Financial Advisor, Ameriprise Financial Services

Joseph Marinaccio - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY, 11747

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. Birnbaum Advisory

Birnbaum Advisory

575 Broadhollow Rd, Melville, NY, 11747

CLOSED NOW

From Business: BIRNBAUM ADVISORY guides individuals, business owners, professionals and executives in all aspects of their financial lives.

27. Beacon Wealth Management, Inc.

Beacon Wealth Management, Inc.

105 Maxess Rd Ste S124, Melville, NY, 11747

From Business: Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in…

28. John Bellontine Financial Advisor - Montauk Wealth Management

John Bellontine Financial Advisor - Montauk Wealth Management

105 Maxess Rd Ste 314, Melville, NY, 11747

From Business: Selected by Dave Ramsey, John Bellontine is the SmartVestor Pro in your area. I am proud to be a vetted SmartVestor Pro for the Long Island region. I offer complementary…

29. Planning Financial Futures Inc

Planning Financial Futures Inc

1895 Walt Whitman Rd Ste 6, Melville, NY, 11747

CLOSED NOW

From Business: Planning Financial Futures, Inc and it's founder/president Jeffrey C. Lewis (CFP, ChFC, LUTCF, RHU, CLU) have 25 years of experience in financial services industry. The company…

30. Alex Metzler - Associate Financial Advisor, Ameriprise Financial Services

Alex Metzler - Associate Financial Advisor, Ameriprise Financial Services

1 Huntington Quad Ste 3N15, Melville, NY, 11747

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…