Business List: Financial Planner in Brentwood, NY, USA

Note: Only sample data is shown below. To view full and uncensored business leads, please register here.

Name Address Website Phone Contact(s) Google Google Reviews Yelp Yelp Reviews FB FB Reviews FB Likes FB Checkins FB Followers YP YP Reviews Title Site Description Adwords FB Ads Twitter Ads LinkedIn Ads Bing Ads Robot Config SSL Wordpress Facebook Twitter LinkedIn YouTube Instagram Pinterest Tripadvisor Tripadvisor Rating Tripadvisor Reviews Bing Bing Reviews
Steven Silber 46-08 Francis Lewis Bvd, Bayside, NY 11361
71822xxxx8 ste**********@l**.com 4.9 77 5 4
Safeharbor Asset Management 167 E Main St, Huntington, NY 11743
63142xxxx1 ale******@i***************.com 5 3 47 53
Disciplined Portfolio Solutions, LLC 2171 Jericho Tpk Ste 347 Commack, NY 11725
63148xxxx0 psp*******@d***********.com
American Express Financial Advisors 5036 Jericho Tpke Ste 307 Commack, NY 11725
63185xxxx8 ant*******@a***.com 132835
MJG Planning 350 Motor Pkwy Ste 404 Hauppauge, NY 11788
63167xxxx0
Vanderbilt Securities 445 Broadhollow Rd Ste 400, Melville, NY 11747
63184xxxx0 aba******@v*******************.com
Jack Watson - Northwestern Mutual 555 Long Wharf Dr, New Haven, CT 06511
86045xxxx5 acc******@n*.com 5 1
Michael Jones Financial Planning Services Bellport, NY 11713 63148xxxx5
Allstate Insurance Agent Andrew DeLuise 708 Walt Whitman Rd, Melville, NY 11747
51664xxxx0 a.w*****@p*********.com 3.7 17
Wealth Management Solutions 700 Veterans Memorial Hwy Ste 302 Hauppauge, NY 11788
63138xxxx2 inf*@w********.net 3 2 3 2
Retirement Benefits Designs 2 Romack Rd, Huntington, NY 11743
63126xxxx0 bmo***@b**************.com 5 3
College Aid Specialist 145 Commack Rd Ste 12, Commack, NY 11725
63146xxxx1 jsm***@c*******************.com
Brian McCormick - Financial Advisor, Ameriprise Financial Services 640 Johnson Ave Ste 201, Bohemia, NY 11716
63158xxxx0 bri************@a***.com
Ameriprise Financial 1600 Calebs Path Ext Ste 133, Hauppauge, NY 11788
63178xxxx0 dns*****@a***.com
Janney Montgomery Scott 888 Veterans Hwy Ste 505, Hauppauge, NY 11788 63126xxxx0 aal******@j*****.com
Wells Fargo Advisors 100 Motor Pkwy Ste 115, Hauppauge, NY 11788
63127xxxx0 a-w***************@w*****************.com 3.4 7 189253
Charles Schwab 50 W Jericho Tpke, Huntington Station, NY 11746
63138xxxx0 ian***********@s*****.com 5 4
Securities America Inc 5 Croton Ct, Melville, NY 11747
63142xxxx2 abc***@s****************.com
lifelaidout 909 Third Ave Ste 7937 New York, NY 10150
41233xxxx8 joh*******@l**********.com 5 1 413
4Structures Stamford, CT 06902
88832xxxx0 jda********************************@4**********.com 5 9 5 4
Merrill Lynch Wealth Management 540 Montauk Hwy, West Islip, NY 11795
63137xxxx0 bro*********@m*.com
The Tax Shoppe 155 Lake St, Ramsey, NJ 07446
20132xxxx5 con****@t*************.com 4.2 17 3.4 12
Girard, Francis J, AGT 640 Johnson Ave, Bohemia, NY 11716
63158xxxx0 ame******************@a***.com 132830
MR Valuation Consulting 685 Third Ave, New York, NY 10017
21238xxxx0 aab*******@m**********.com 174
Donald Mc Cormick - Ameriprise Financial Advisor 1377 Motor Pkwy, Hauppauge, NY 11788 · ~66 mi
63158xxxx0 dns*****@a***.com
American Express Financial Advisors 222 E Main St Frnt Smithtown, NY 11787 63172xxxx8
Walnut Investment Services 1018 8th Ave Brooklyn, NY 11215
71878xxxx2 dat*****************@i****.de 366
Northwestern Mutual 400 Broadhollow Rd Ste 200, Melville, NY 11747
63159xxxx0 ark**************@n*.com
Sackman, Christopher, AGT 640 Johnson Ave, Bohemia, NY 11716
63158xxxx0 ame******************@a***.com 132830
Hendel & Associates-Ameriprise Financial Services Inc 95 Smithtown Blvd, Smithtown, NY 11787
63158xxxx9 dns*****@a***.com 4.9 11
Barons Financial Strategies, Inc. 3920 Veterans Memorial Hwy Ste 15, Bohemia, NY 11716
63143xxxx0 bfa****@a*****************.com 2 62 3
Ameriprise Financial 1 Indian Head Rd, Commack, NY 11725
63129xxxx6 ame******************@a***.com
Jacobs, Brian, AGT 1 Indian Head Rd, Commack, NY 11725
63185xxxx8 ame******************@a***.com 132830
Kenneth Baron, Certified Financial Planner, ZEA Financial 350 Motor Pkwy Ste 404, Hauppauge, NY 11788 · ~63.3 mi
63125xxxx0 dxx@z***********.com
5 2
Harris & Associates Financial Management - Ameriprise Financial Services, LLC 1200 Veterans Hwy Ste 105, Hauppauge, NY 11788
51697xxxx0 dns*****@a***.com 272
5 7
1879 Advisors - Ameriprise Financial Services, LLC 1174 Veterans Memorial Hwy, Hauppauge, NY 11788
84536xxxx0 ale***************@a***.com
5 46
Edward Jones - Financial Advisor: Shelly M Newman 2193 Jericho Tpke Commack, NY 11725
63146xxxx0 a.j*********@e**********.com 87282 99000
Kenneth Baron, Certified Financial Planner, ZEA Financial 350 Motor Pkwy Ste 404, Hauppauge, NY 11788
63125xxxx0 dxx@z***********.com
5 2
Broadridge Financial Solutions 51 Mercedes Way, Edgewood, NY 11717 · ~61.3 mi
63125xxxx0 aar*********@b*********.com 3.2 24 5630 84
22
Eddy & Schein Group 136 Madison Ave Fl 6 New York, NY 10016
21298xxxx7 arl***@e************.com 3 2 5 9 247 3 243
Jeremy Isleman Financial Advisor 102 Motor Pkwy Suite 550, Hauppauge, NY 11788 63186xxxx8 5 1
Dipaola Financial Group Inc 532 Broadhollow Rd Ste 107, Melville, NY 11747
63177xxxx7 ade********@d***************.com 5 20
MCM Tax Services 8 Greenwood Ave East Islip, NY 11730 63158xxxx1
Harris & Associates Financial Management - Ameriprise Financial Services 1200 Veterans Hwy Ste 105, Hauppauge, NY 11788
51697xxxx0 dns*****@a***.com 272
Harris & Associates Financial Management - Ameriprise Financial Services, LLC 1200 Veterans Hwy Ste 105, Hauppauge, NY 11788 · ~66.1 mi
51697xxxx0 dns*****@a***.com 272
5 7
Axa Advisors 1000 Woodbury Rd Ste 300 Woodbury, NY 11797
51648xxxx0 dns******@c********.com 3 2
Conrad Capital Management 1300 Veterans Memorial Hwy Ste 230 Hauppauge, NY 11788
63143xxxx8 amb*******@c************.com
Todd Petraco - Ameriprise Financial Advisor 1377 Motor Pkwy Ste 405 Hauppauge, NY 11749
63158xxxx0 dns*****@a***.com
Ameriprise Financial 155 Main St Ste 3, Northport, NY 11768
63126xxxx8 ame******************@a***.com 132835
Bryant Sheftick, CPA 7 Dawson St, Huntington Station, NY 11746
63142xxxx0 bsh******@s**********.com 3 2 97
Reverses Are US 527 Townline Rd, Hauppauge, NY 11788
63178xxxx3
Welikey Financial Planning 195 E Main St, Smithtown, NY 11787
63178xxxx9
Kaufman Scott 8 Arlington St # 2, Melville, NY 11747
63167xxxx7 ame******************@a***.com 132830
Castle Financial Advisors, LLC. 145 Marcus Blvd, Hauppauge, NY 11788 63195xxxx0 5 1
HubINT Solutions New York, NY 10001 34791xxxx1 aar********@h***************.com 3 2
Royal Alliance Assoc Inc 1300 Veterans Hwy Ste 140, Hauppauge, NY 11788
63121xxxx4 aba*****@r************.com
Federmann Financial Services Rocky Point, NY 11778
63198xxxx4 lis*@f**********.com 3 2
Jeremy Isleman, Financial Advisor 102 Motor Pkwy Ste 550, Hauppauge, Ny 11788 · ~62.2 mi 63186xxxx8 jis*****@h**.com
5 1
Christopher Pratt - M&T Bank 100 Motor Pkwy Suite 600, Hauppauge, NY 11788
51655xxxx6 aam************@m**.com 93190 2024
Biscardi, Jacobs & Associates - Ameriprise Financial Services, LLC 2150 Joshuas Path Ste 200, Hauppauge, NY 11788
63185xxxx8 dns*****@a***.com
5 39
Andre Williams Financial Professional Serving theBrentwood Area
91791xxxx0 a.j*********@e**********.com 5 3 84952
Mitlin Financial, Inc. 140 Adams Ave Suite B-12, Hauppauge, NY 11788
63195xxxxxxx2 ca@m**************.com 5 20 668 55 697
Cappa, Maria, AGT 640 Johnson Ave, Bohemia, NY 11716
63158xxxx0 ame******************@a***.com 132830
Lawrence D Sangirardi - Financial Advisor, Ameriprise Financial Services, LLC 145 Pinelawn Rd, Ste 340N, Melville, NY 11747
63168xxxx0 dns*****@a***.com
5 46
Michael DeSalvo - Financial Advisor, Ameriprise Financial Services, LLC 800 Veterans Memorial Hwy, Ste 100, Hauppauge, NY 11788
63141xxxx0 dns*****@a***.com
Ameriprise Financial 1 Huntington Quad Ste 1s03a, Melville, NY 11747
63139xxxx5 ale*********@a***.com
Cornerstone Financial Solutions 373 Evergreen Ave, Central Islip, NY 11722 63127xxxx7
Igambit Inc 1050 W Jericho Tpke Ste A, Smithtown, NY 11787
63167xxxx7 eli**@i******.com
Allmerica Investments Inc 150 Motor Pkwy, Hauppauge, NY 11788 63123xxxx1
North Shore Wealth Management Advisors Inc 200 Motor Pkwy Ste A5, Hauppauge, NY 11788 · ~66.8 mi
63178xxxx6 joh*@n*********.com 130
First Interstate 51 E Main St, Smithtown, NY 11787 63165xxxx7
Kuttin Wealth Management-Ameriprise Financial Services 640 Johnson Ave, Bohemia, NY 11716
63158xxxx0 ben*****************@a***.com 2144 11
Girard Frank Dba American Expy Financial Advisors 1377 Motor Pkwy Hauppauge, NY 11788 63123xxxx2
Castle Wealth Strategies, LLC 200 Motor Pkwy Suite A5, Hauppauge, NY 11788
63139xxxx4 jha******@c*******.com 5.02
First Financial Planners 17 Wall St Madison, CT 06443
87724xxxx7
First Financial Services 38 Kings Hwy, Hauppauge, NY 11788
63134xxxx0 ddo******@o**********.com 5 1
American Portfolios Financial Service 4250 Veterans Memorial Hwy, Holbrook, NY 11741
63158xxxx6 aal*******@a*****************.com 5 6 599 162
Allstate Insurance: Debbie Stockton 108 Kraft Ave Bronxville, NY 10708
91496xxxx0 a****00@a*******.com 5 3
Edward Jones - Financial Advisor: Eric P Bencivenga 400 W Main St Ste 105, Babylon, NY 11702
63136xxxx4 a.j*********@e**********.com 559 3
Life Planning Agency 33 Corsa St, Dix Hills, NY 11746
63124xxxx0 gia*********@g****.com
Bayview Economic Solutions Team 130 Orinoco Dr, Brightwaters, NY 11718
63166xxxx5
Franklin First Financial 150 Motor Pkwy Ste 200, Hauppauge, NY 11788 63143xxxx7
Lang, Ashley, AGT 445 Broadhollow Rd, Melville, NY 11747
63177xxxx5 ame******************@a***.com 132671
Ameriprise Financial 1 Ray Pl, Northport, NY 11768 63123xxxx2
Raymond James & Associates 1300 Walt Whitman Rd Fl 2, Melville, NY 11747
63136xxxx8 aar************@r***********.com 17322
Vested Business Brokers 50 Karl Ave, Smithtown, NY 11787
63126xxxx0 ade***@v*******.com 5130 17
Strategic Planning Service 400 Broadhollow Rd, Melville, NY 11747
63159xxxx5 web******@n*****************.com
Cs Jorgensen Company Smithtown, NY 11787 63126xxxx0
Martha A Baumbach - Associate Financial Advisor, Ameriprise Financial Services 150 Broadhollow Rd Ste 205, Melville, NY 11747
63192xxxx5 chr****************@a***.com 78
Creative Wealth Management 1377 Motor Pkwy, Islandia, NY 11749
63123xxxx0 dkr***@c****************.com
LI College Financial Planners 1 Rural Pl Commack, NY 11725 87734xxxx3
Tringle, Anna, AGT 145 Pinelawn Rd, Melville, NY 11747
63168xxxx0 ame******************@a***.com 132830
Accountable Financial Management 501 Main St Ste 1C New York, NY 10044
21264xxxx1 acc****@a**.com 5 4 4 5
Scott Turner - J Matrik Wealth Management 555 Taxter Rd Ste 190 Elmsford, NY 10523
91490xxxx4 ale*@j******.com 5 2 5 1 120 3
CLP Group 732 Smithtown Byp Ste 103, Smithtown, NY 11787
63126xxxx2 vcu***@t**********.com
Broadridge Financial Solutions 50 Emjay Blvd, Brentwood, NY 11717
63123xxxx4 aar*********@b*********.com 5635 89
Omega Planning Associates Inc 100 N Country Rd Setauket- East Setauket, NY 11733
63168xxxx0 inf*@o***********.com 1 1
Goldman Sachs Personal Financial Management 24 Union Ave, Bethpage, NY 11714
51657xxxx0 dns******@c********.com
Halliwell Peter G 200 Railroad Ave Ste D, Sayville, NY 11782 63158xxxx9
Raynor Financial Services 38 Broadway Unit A, Greenlawn, NY 11740
63126xxxx1 dea*@b************.com
White, Brian, AGT 200 Broadhollow Rd, Melville, NY 11747
63176xxxx5 ame******************@a***.com 3.7 6 132671
Ivy Peterson - Private Wealth Advisor, Ameriprise Financial Services 800 Veterans Hwy Ste 100, Hauppauge, NY 11788
63141xxxx0 dns*****@a***.com 324
Ameriprise Financial 150 Broadhollow Rd Ste 205, Melville, NY 11747
63192xxxx5 ame******************@a***.com 132835
Ameriprise Financial 445 Broadhollow Rd Ste 120, Melville, NY 11747
63177xxxx0 ame******************@a***.com
Castle Financial Advisors 145 Marcus Blvd, Hauppauge, NY 11788
63195xxxx0
Paragon Capital Management 10 Edgewood Ave, Smithtown, NY 11787
63186xxxx6 amb*******@c************.com
Christopher Tong - Ameriprise Financial Services, Inc. 100 Motor Pkwy 150 Ste, Hauppauge, Ny 11788
63157xxxx7 ann***********@a***.com 131
American Capital Partners 205 Oser Ave, Hauppauge, NY 11788
63185xxxx8 inf*@a*****.com
Financial Planning Analysts 734 Walt Whitman Rd Ste 301, Melville, NY 11747
63142xxxx0 bob@m***********.com
Broadridge Financial Solutions 1155 Long Island Ave, Brentwood, NY 11717
80035xxxx3 aar*********@b*********.com 4.2 48 5635 89
Magone & Company 56 Livingston Ave Ste 250 Roseland, NJ 07068
97330xxxx0 aal*@m*********.com 4.9 80 4 4 1678 2 1600
WizdomOne Group Inc. 1377 Motor Pkwy Ste LL1, Islandia, NY 11749
63165xxxx1 ame*********@w********.com
Ameriprise Financial Services, Inc. 100 Motor Pkwy, Hauppauge, NY 11788
dns*****@a***.com
Financial Liberty Group Inc 115 Broadhollow Rd, Melville, NY 11747
63138xxxx0 bin***@l***.com 5 2
Nuccio Wealth Strategies - Ameriprise Financial Services 640 Johnson Ave Ste 201, Bohemia, NY 11716
63158xxxx0 dns*****@a***.com
Richard Rosenberg - Financial Advisor, Ameriprise Financial Services, LLC 1600 Express Dr S ste 212, Hauppauge, NY 11788
51697xxxx0 dns*****@a***.com 3.73
Thomas Evan 900 Walt Whitman Rd Ste 306, Melville, NY 11747 63139xxxx1
American Capital Partners 490 Wheeler Rd, Hauppauge, NY 11788
63185xxxx8 inf*@a*****.com
United Financial Planning Group LLC 350 Motor Pkwy Suite 300, Hauppauge, NY 11788
63123xxxx1 ami*@u********.com 5 1 2119
George Matzat - Thrivent 150 Motor Pkwy Ste 401, Hauppauge, NY 11788
51666xxxx9 c50*****************************@s*****.io
American Family Financial Planners 106 Albert St North Arlington, NJ 07031 20199xxxx5
Factor King 1600 Calebs Path Ext Ste 102, Hauppauge, NY 11788
63123xxxx3 aro*****@f*********.com
Christopher J. Vargas, Financial Planner, LUTCF 1393 Veterans Hwy Ste 307, Hauppauge, NY 11788 · ~66.2 mi
63185xxxx4 chr**************@f*************.com 5 2 660
5 2
Ashley Lang - Private Wealth Advisor, Ameriprise Financial Services 1174 Veterans Hwy, Hauppauge, NY 11788
63177xxxx5 ash**********@a***.com 2149 11
Affordable Financial Services 1160 E Jericho Tpke, Huntington, NY 11743
63182xxxx0 jta****@a*********.com
Stifel, Nicolaus & Company, Incorporated 1393 Veterans Hwy Ste 214N, Hauppauge, NY 11788
63136xxxx0 abb****@s*****.com 3 2 4217
Brooklyn Plans 81 Prospect St, Brooklyn, NY 11201
91772xxxx7 adm**@b************.org 5 19 4.9 14 298
Tong, Christopher, AGT 1 Indian Head Rd, Commack, NY 11725
63185xxxx8 ame******************@a***.com 132830
Fucci, Christopher J 150 Broadhollow Rd, Melville, NY 11747
63192xxxx5 chr****************@a***.com 78
John Gleeson - Financial Advisor, Ameriprise Financial Services 1174 Veterans Hwy, Hauppauge, NY 11788
63177xxxx5 chr*****************@a***.com
Blue Line Wealth Management 500 Express Dr S #100, Brentwood, NY 11717
63161xxxx1 blu*********************@l**.com
Shankman Arron D 445 Broadhollow Rd, Melville, NY 11747 63124xxxx9
Pension Review Services 445 Broadhollow Rd, Melville, NY 11747
63146xxxx0 ato*******@p********************.com
Farkas Brian 3920 Veterans Memorial Hwy Ste 15, Bohemia, NY 11716 63143xxxx0 2
Matthew Rogers - Financial Advisor, Ameriprise Financial Services 48 S Service Rd Ste 403, Melville, NY 11747
51624xxxx0 den************@a***.com
Brian G Jacobs - Financial Advisor, Ameriprise Financial Services, LLC 2150 Joshuas Path Ste 200, Hauppauge, NY 11788
63185xxxx8 bri***********@a***.com
Protective Wealth Consultants - Ameriprise Financial Services 7 E Carver St, Huntington, NY 11743
63141xxxx4 dev***********@a***.com 130
Maximus 2171 Jericho Tpke Ste LL2, Commack, NY 11725
63146xxxx0 aru***@r****************.com
Stephen Levine & Associates Ltd 4400 Veterans Memorial Hwy Ste 203B, Holbrook, NY 11741
63173xxxx0 ine@l*************.com
The Law Offices of Lawrence Israeloff 445 Broadhollow Rd Ste 205 Melville, NY 11747
51653xxxx0 lar**@i**************.com 2
Comprehensive Financial 86 Carleton Ave, East Islip, NY 11730 · ~66.4 mi
63195xxxx0 cor****@c*************.com 5 11 182 12
5 9
Mark Vaimberg CFP 225 Wireless Blvd, Hauppauge, NY 11788 · ~62.3 mi
63123xxxx0 dom****@a***********.com
19
Trinity Financial Group, Inc. 12 Thatch Pond Rd, Smithtown, NY 11787
63172xxxx9 jls****@t********************.com
Wells Fargo Advisors 401 Broadhollow Rd Ste 101, Melville, NY 11747
63177xxxx0 a-w***************@w*****************.com 189253
United Financial Planning Group 350 Motor Pkwy Ste 300 Hauppauge, NY 11788
63123xxxx1 ami*@u********.com 2120
Matt Nuccio - Financial Advisor, Ameriprise Financial Services 640 Johnson Ave Ste 201, Bohemia, NY 11716
63158xxxx0 dns*****@a***.com
Double D Accounting & Tax Services 513 Davis St North Babylon, NY 11703
63124xxxx0 dee*@d****.com 470271 118
Harbor Lights Financial Group 2424 Hwy 34 Manasquan, NJ 08736
73252xxxx3 che***********@h***.com 5 2
Jeff Biscardi - Private Wealth Advisor, Ameriprise Financial Services, LLC 330 Vanderbilt Motor Pkwy # 305, Hauppauge, NY 11788
63195xxxx0 abe**@n**************.net 1 2
Ralph Haebich - Financial Advisor, Ameriprise Financial Services 200 Broadhollow Rd Ste 302, Melville, NY 11747
63176xxxx8 dns*****@a***.com
Focus Planning Group 982 Montauk Hwy Ste 4, Bayport, NY 11705
63171xxxx4 all*********@f*****************.net
Edward Jones - Financial Advisor: David A Warren 79 Broadway, Greenlawn, NY 11740
63138xxxx8 and*******@c*************.ca 5 2
Gleeson, John, CFP 640 Johnson Ave, Bohemia, NY 11716
63177xxxx5 chr*****************@a***.com 12
Robert Alster - Financial Advisor, Ameriprise Financial Services 201 Moreland Rd Ste 2, Hauppauge, NY 11788
63130xxxx0 ann***********@a***.com 131
Edward Jones - Financial Advisor: Ed Fernandez 222 Middle Country Rd Ste 318 Smithtown, NY 11787
63126xxxx4 a.j*********@e**********.com 84665 105
HunterRIDGE Wealth Management
51653xxxx8
Jeremy Isleman, Financial Advisor 102 Motor Pkwy Ste 550, Hauppauge, Ny 11788 63186xxxx8 3
5 1
American Express 1022 Main St Unit A, Holbrook, NY 11741 63198xxxx0
Raymond James Financial Services 1320-A Montauk Highway,, Oakdale, NY 11769 63125xxxx0
Daniel Tohill - Thrivent 150 Motor Pkwy Suite 401, Hauppauge, NY 11788
63178xxxx2 bet*********@t*******.com 5.013 411876
Edward Jones - Financial Advisor: Wayne R Buess 82 W Main St, Kings Park, NY 11754
63131xxxx7 and*******@c*************.ca
Morgan Stanley 898 Veterans Hwy, Hauppauge, NY 11788 63185xxxx5
Raymond James 285 E Main St Ste 200, Smithtown, NY 11787
63126xxxx0 aar************@r***********.com 18
Castle Financial Advisors 145 Marcus Blvd Ste 1 Hauppauge, NY 11788
63181xxxx5 d@c*******.com
Wells Fargo Advisors 288 Main St, Huntington, NY 11743 63142xxxx4
K.C. Ward Financial 4175 Veterans Memorial Hwy Ste 300, Ronkonkoma, NY 11779
63198xxxx3 con****@w**********.net
Ameriprise Financial Services Inc 145 Pinelawn Rd, Melville, NY 11747
51679xxxx5 ame******************@a***.com 132835
Ecliptic Financial Advisors 2164 Hwy 35 Bldg D 2nd Fl Sea Girt, NJ 08750
73250xxxx0 der*****@m************.com 5 32
Frisch Financial Group Inc 445 Broadhollow Rd Ste 215, Melville, NY 11747
21298xxxx4 acc************@f**************.com 5 2
Quest Capital & Risk Management, Inc. 23 Bellemeade Ave, Smithtown, NY 11787
63172xxxx3 jdi*****@q***************.com 5 1
Professional Wealth Management 888 Veterans Hwy Ste 515, Hauppauge, NY 11788 63132xxxx3
RLB Wealth Planning 1325 Franklin Ave Ste 235 Garden City, NY 11530 51674xxxx0 5 1
Christopher J. Vargas, Financial Planner, LUTCF 1393 Veterans Hwy Ste 307, Hauppauge, NY 11788
63185xxxx4 chr**************@f*************.com 5 2 660
5 2
Kershaw Financial Services 200 Carleton Ave Suite 1, East Islip, NY 11730 63158xxxx9 3.5 3
Morgan Stanley Wealth Management 898 Veterans Hwy Ste 500, Hauppauge, NY 11788
63185xxxx5 aar***********@m***********************.com
LPL Financial 321 Dante Ct Ste 28, Holbrook, NY 11741 63164xxxx7
Morgan Wilshire Securities 59 Franklin Ave Ste 101 Garden City, NY 11530
51662xxxx0 aro**@m*************.com 4.2 10 4 4
Sangirardi, Lawrence, AGT 145 Pinelawn Rd, Melville, NY 11747
63168xxxx0 ame******************@a***.com 132830
Szczurowski, Bryan, AGT 445 Broadhollow Rd, Melville, NY 11747
63177xxxx5 bri****************@a***.com 2137 11
Schupak Financial Advisors 101 Hudson St Ste 2175 Jersey City, NJ 07302
64684xxxx6 d_j***@s********.com 5 3
1879 Advisors - Ameriprise Financial Services, LLC 1174 Veterans Memorial Hwy, Hauppauge, NY 11788 · ~66 mi
84536xxxx0 ale***************@a***.com
5 46
Wells Fargo Advisors 425 New York Ave Ste A, Huntington, NY 11743
63142xxxx4 a-w***************@w*****************.com 189253
Jeffrey Rudner - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63142xxxx5 ber*******@u**.com
Mutual Inc 3505 Veterans Memorial Hwy Ste D, Ronkonkoma, NY 11779
63146xxxx1 abc***@p*********.com
Ameriprise Financial 8 Arlington St, Melville, NY 11747
63167xxxx7 dns*****@a***.com
Russell William A Financial Planning 38 Kings Hwy Hauppauge, NY 11788 63134xxxx0 12
Merrill Lynch Wealth Management 50 Route 111, Smithtown, NY 11787
63136xxxx6 ale*********@m*.com
Rymax Financial Tax Service 1805 5th Ave Ste F, Bay Shore, NY 11706
63123xxxx0 doc******@r*************.com 4 4
4 4
Edward Jones 09761 542 Route 25a Ste C, Saint James, NY 11780
63186xxxx0 a.j*********@e**********.com 84594
MTP Advisors 69-64 Grand Ave Maspeth, NY 11378
71889xxxx1 mte***@m**********.com 1 1
Fortress Financial - 401K Rollover, 403B Rollover, IRA Rollover Specialists 200 Motor Pkwy a5, Hauppauge, NY 11788
88861xxxx0 inf*@f**********.net 5 4
Edward Jones - Financial Advisor: Joseph J Connors Jr 97f Main Street Stony Brook, NY 11790
63144xxxx9 a.j*********@e**********.com 87285 99000
Jonathan Tong - Financial Advisor, Ameriprise Financial Services 201 Moreland Rd Ste 2, Hauppauge, NY 11788
63130xxxx0 ann***********@a***.com 131
Lantern Investments 35 Pinelawn Rd Ste 101E, Melville, NY 11747
63145xxxx0 dap***@l*****************.com 4.4 5
Kevin Kautzmann, CFP - EBNY Financial LLC 80 5th Ave Ste 1403 New York, NY 10011
21226xxxx5 ami*********@e************.com 5 4 6
National College Funding 100 Greenlawn Rd, Huntington Station, NY 11746
63135xxxx0
Johannes, Donald, AGT 200 Broadhollow Rd, Melville, NY 11747
63142xxxx2 ame******************@a***.com 132671
Meridian Financial Co 90 Lawrence Ave Ste 2, Smithtown, NY 11787
63197xxxx3 mer*****@a*.cadaretgrant
United Benefit Pensions Inc 35 Pinelawn Rd Ste 103e, Melville, NY 11747
63162xxxx0 aza*****@u*********.com 159
Ameriprise Financial 36 Twixt Hills Rd, Saint James, NY 11780
63158xxxx0 dns*****@a***.com
Wealth Management Solutions, LLC Serving theBrentwood Area
63138xxxx2 inf*@w********.net
Nuccio, Gary, AGT 640 Johnson Ave, Bohemia, NY 11716
63158xxxx0 ame******************@a***.com 132830
Comprehensive Financial 86 Carleton Ave, East Islip, NY 11730
63195xxxx0 cor****@c*************.com 5 11
5 9
Edward Jones - Financial Advisor: Scot A Krempa 209 W Main St, Sayville, NY 11782
63124xxxx4 acc**********@e**********.com
Christopher Sackman - Financial Advisor, Ameriprise Financial Services 640 Johnson Ave Ste 201, Bohemia, NY 11716
63158xxxx0 chr******************@a***.com
SN Financial Planning Dix Hills, NY 11746 63122xxxx5
Financial 181 Group 277 Indian Head Rd, Kings Park, NY 11754 63126xxxx0
Comprehensive Financial Serving theBrentwood Area
63172xxxx1 cor****@c*************.com 182 12
Tong, Alster, Tong & Associates - Ameriprise Financial Services 201 Moreland Rd Ste 2, Hauppauge, NY 11788
63130xxxx0 ann***********@a***.com 131
Vail, Brian, AGT 640 Johnson Ave, Bohemia, NY 11716
63158xxxx0 ame******************@a***.com 132830
Rapid Home Holdings Amityville, NY 11701 51672xxxx6
Dagher & Lambert Financial Group 128 E Main St, Bay Shore, NY 11706 63166xxxx4
Disciplined Portfolio Solutions, LLC 2171 Jericho Tpke, Commack, NY 11725
63148xxxx0 psp*******@d***********.com
Professional Financial Planners 585 Stewart Ave Ste 330 Garden City, NY 11530 51674xxxx0
Abney & Associates-Ameriprise Financial Services 445 Broadhollow Rd, Melville, NY 11747
63139xxxx1 dns*****@a***.com
Wolf Money Management Inc 265 E Main St Ste 160, East Islip, NY 11730
63122xxxx5 con****@p*************.org
Mitlin Financial 140 Adams Ave Ste B-12 Hauppauge, NY 11788
63195xxxx6 can******@m**************.com 5 14
Prudential-Mary Nolan-Life Insurance & Financial Services 600 Waverly Ave, Patchogue, NY 11772
63147xxxx0 a.w*****@p*********.com
Charles Schwab 2095 Smith Haven Plz, Lake Grove, NY 11755
63136xxxx0 ian***********@s*****.com 3.3 12
Insource Financial Services 360 Vanderbilt Motor Pkwy #200b, Hauppauge, NY 11788
63136xxxx0 gar***************@i*********.com 5.01
Performing Financial Services Tinton Falls, NJ 07753
73291xxxx4 dat*****************@i****.de
Brookfield Associates Inc. 225 Broad Hollow Rd. Suite102e, Melville, NY 11747 63141xxxx0
Wells Fargo Advisors 4875 Sunrise Hwy, Bohemia, NY 11716
63175xxxx5 hos*******@w*********.com
Christopher Tong - Ameriprise Financial Services, Inc. 100 Motor Pkwy 150 Ste, Hauppauge, Ny 11788 · ~62.1 mi
63157xxxx7 ann***********@a***.com 131
Strategic Financial & Tax Planning Services 150 Motor Pkwy #101, Hauppauge, NY 11788
63165xxxx0 ger***@g*********.com 4.3 6
Ameriprise Financial Service Inc 640 Johnson Ave, Bohemia, NY 11716
63158xxxx0 dns*****@a***.com
Old Field Financial Services Corp 68 N Country Rd, Smithtown, NY 11787 63136xxxx0
Tantillo Wealth Management 555 Broadhollow Rd Ste 271, Melville, NY 11747
51624xxxx2 cbl********@o**********.com
Merrill Lynch Wealth Management 3880 Veterans Memorial Hwy, Bohemia, NY 11716
63198xxxx4 ale*********@m*.com
Morgan Stanley 225 Broadhollow Rd Ste 300, Melville, NY 11747
63175xxxx6 aal*******@m************.com
DFC Consulting 261 Blue Point Ave, Blue Point, NY 11715
63141xxxx2 aa@d**********.com 5 5
Ira Miller - Financial Advisor, Ameriprise Financial Services 145 Pinelawn Rd Ste 340N, Melville, NY 11747
63168xxxx0 dns*****@a***.com
Melander Wealth Management 150 Motor Pkwy Ste 401, Hauppauge, Ny 11788 · ~62.6 mi 63164xxxx7
Design Capital Planning Group 122 Route 111, Smithtown, NY 11787
63197xxxx1 aco*****@d************.com
Brian Vail - Ameriprise Financial Advisor 1377 Motor Pkwy Ste 405 Islandia, NY 11749
63158xxxx0 dns*****@a***.com
Associated Financial Planners 106 Union Ave Ste 103 Manasquan, NJ 08736 73229xxxx0
Magii Inc 1 Rabro Dr Ste 11, Hauppauge, NY 11788
63143xxxx0 jdo*@m************.com 4.5 8
Broadridge Financial Solutions 51 Mercedes Way, Edgewood, NY 11717
63125xxxx0 bar***************@b*********.com 3.2 24
22
Biscardi, Jacobs & Associates - Ameriprise Financial Services 2150 Joshuas Path Ste 200, Hauppauge, NY 11788
63185xxxx8 dns*****@a***.com
Merrill Lynch Wealth Management 560 W Montauk Hwy, West Babylon, NY 11704 63158xxxx0
Petraco Todd M 1377 Motor Pkwy Ste 405, Islandia, NY 11749
63158xxxx0 inf*@o***.com 4.9 235 5 442 1345 675
R.W. Roge & Company, Inc. 630 Johnson Ave Ste 103, Bohemia, NY 11716
63121xxxx7 bru****@r*****.com 395 2
Oppenheimer & Co Inc 115 Broadhollow Rd Ste 150, Melville, NY 11747
63136xxxx4 63
Ithaka Strategic Partners Kings Park, NY 11754
85625xxxx2 geo****@i*******.com
Ameriprise Financial Advisors - Biscardi, Jacobs & Associates 1 Indian Head Rd Commack, NY 11725 63185xxxx8
Pelkonen, Allan, AGT 445 Broadhollow Rd, Melville, NY 11747
63139xxxx2 dns*****@a***.com
Ameriprise Financial 991 Main St Ste 105, Holbrook, NY 11741
63161xxxx0 ame******************@a***.com 132835
Neil G Carousso, CPA, CFP 36-01 208th St, Bayside, NY 11361
71842xxxx0 nei*@n***********.com 5 53 4.6 9
Dagher & Lambert Financial Group 128 E Main St, Bay Shore, NY 11706 · ~63.7 mi 63166xxxx4
Charles Schwab 325 Marcus Blvd, Hauppauge, NY 11788
63143xxxx0 aar********@s*****.com 264350 133
North Shore Wealth Management Advisors Inc 200 Motor Pkwy Ste A5, Hauppauge, NY 11788
63178xxxx6 joh*@n*********.com 130
Edward Jones - Financial Advisor: Chris Eschmann 2193 Jericho Turnpike Commack, NY 11725
63146xxxx0 a.j*********@e**********.com 87285 99000
Rinaldo Crassa, Hendel Wealth Management Group 95 Smithtown Blvd, Smithtown, NY 11787
63123xxxx0 aar************@r***********.com 4.9 11
Raymond James 79 Main St, West Sayville, NY 11796
63175xxxx0 aar************@r***********.com 17321
Beacon Wealth Management, Inc. 105 Maxess Rd Ste S124, Melville, NY 11747
63139xxxx5
Rymax Financial Tax Service 1805 5th Ave Ste F, Bay Shore, NY 11706 · ~62.6 mi
63123xxxx0 doc******@r*************.com 4 4
4 4
Birnbaum Advisory 575 Broadhollow Rd, Melville, NY 11747
63146xxxx0 bru**@b***************.com
Beecher, Alan, AGT 640 Johnson Ave, Bohemia, NY 11716
63158xxxx0 ame******************@a***.com
Kline Ronald R Financial Planning 38 Kings Hwy Hauppauge, NY 11788
63134xxxx0 ant****@l******.com 4.9 44 4.9 38 563 2
Epstein Arthur Certified Financial Planner 24 N Greeley Ave Chappaqua, NY 10514 91423xxxx0 a****00@a*******.com 4.8 14
Brownstone Diversified Solutions 1627 N Thompson Dr, Bay Shore, NY 11706 63166xxxx0
Marinaccio, Joseph, AGT 145 Pinelawn Rd, Melville, NY 11747
63168xxxx0 ame******************@a***.com 132830
Prudential Insurance & Financial Planner 246 Federal Rd Brookfield, CT 06804 20377xxxx0
Virtualcdo 3500 Sunrise Hwy, Great River, NY 11739
63144xxxx1 bre****@v*********.com
Bostwick Wealth Management - Ameriprise Financial Services 515 Broadhollow Rd Ste 800, Melville, NY 11747
51690xxxx8 dns*****@a***.com
Comstock, Brett, AGT 640 Johnson Ave, Bohemia, NY 11716
63158xxxx0 ame******************@a***.com 132830
The Householder Group 330 Motor Pkwy, Hauppauge, NY 11788
63127xxxx0 ami*******@h***************.com 5 2
Gold Alliance Serving theBrentwood Area
88821xxxx2 dan***@g***********.com 4.7 28 5 15 12600 2
Murphy Financial Group 22 Lawrence Ave Ste 307 Smithtown, NY 11787
63182xxxx1 amu*****@a*****************.com 3 2
Girard, Kevin, AGT 640 Johnson Ave, Bohemia, NY 11716
63158xxxx0 ame******************@a***.com 132830
Tilton Financial Planning 150 Motor Pkwy Ste 401 Hauppauge, NY 11788
63178xxxx7 tom@t**************.com
Mark Vaimberg CFP 225 Wireless Blvd, Hauppauge, NY 11788
63123xxxx0 dom****@a***********.com
19
Financial Sense, LLC 105 Hoyt St, Darien, CT 06820
20335xxxx0 inf*@f*************.net 5 11 5 1 5 9 184
Jeff Biscardi - Private Wealth Advisor, Ameriprise Financial Services, LLC 2150 Joshuas Path Ste 200, Hauppauge, NY 11788
63185xxxx8 dns*****@a***.com 5.01
Shore Financial Group 114 Pratt Rd Clinton, CT 06413
86066xxxx8 joh*@s***************.com 3.4 5
Nestegg Advisors Inc 330 Vanderbilt Motor Pkwy # 305, Hauppauge, NY 11788
63195xxxx0 abe**@n**************.net 1 2 9
Kevin Segura-Ramirez - State Farm Insurance Agent 189 Calebs Path Unit B Central Islip, NY 11722
63178xxxx3 kev**@k**********.com 145 163
North Shore Wealth Management Advisors, Inc. 200 Motor Pkwy Suite A5, Hauppauge, NY 11788
63178xxxx6 joh*@n*********.com 1.02 130
Anthony C. Barone - Financial Advisor, Ameriprise Financial Services 100 S Jersey Ave Unit 11, East Setauket, NY 11733
63135xxxx0 ant***********@a***.com
Robert Martino - Financial Advisor, Ameriprise Financial Services, LLC
63166xxxx3 dns*****@a***.com 5 2 214
Legacy Wealth Management - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63142xxxx6 ber*******@u**.com
Barnum Financial Group 16 Lt John Olsen Ln, Saint James, NY 11780
63168xxxx2 mar******@b*******.com 983 229
American Portfolios Advisors, Inc. 4250 Veterans Memorial Hwy Ste 420e, Holbrook, NY 11741
63143xxxx0 aal*******@a*****************.com 5 6 595 155 642
Retirement Plan Consulting Group 150 Motor Pkwy #207, Hauppauge, NY 11788
63140xxxx3 cxx*******@r***************.com
Blue Chip Financial Corp. 200 Broadhollow Rd Ste 207, Melville, NY 11747
63147xxxx0 tom@b********************.com
St James Investment Co LLP 800 Veterans Hwy, Hauppauge, NY 11788
63197xxxx0 inf*@s****.com
UBS Holdings Inc 519 Route 111, Hauppauge, NY 11788 63165xxxx0 aar*******@u**.com 230125
Suffolk Group LLC 150 Motor Pkwy Suite 401, Hauppauge, NY 11788
63123xxxx1 aba*****@r************.com 5.01
Main Street Financial Group 80 E Main St Kings Park, NY 11754
63126xxxx0 cbr******@m***.info 5 2
Meade, Muriel, AGT 640 Johnson Ave, Bohemia, NY 11716
63158xxxx0 ame******************@a***.com 132830
Broadway Premiun Funding Corp 1747 Veterans Hwy, Islandia, NY 11749
63158xxxx0 aak****@w*******.com
Nicholas Biscardi - Financial Advisor, Ameriprise Financial Services, LLC 2150 Joshuas Path Ste 200, Hauppauge, NY 11788
63185xxxx8 dns*****@a***.com
100 Motor Parkway Associates 100 Motor Pkwy Suite 115, Hauppauge, NY 11788
63127xxxx0 hos*******@w*********.com 4.8 4
American Express 400 Oser Ave, Hauppauge, NY 11788
63123xxxx0 aar**@a**************.com 990631
Maribel E Pena Hernandez: Primerica - Financial Services 350 Motor Pkwy STE 106, Hauppauge, NY 11788
63164xxxx0 aud***********@p********.com 5 2 147520 4059
Miracle Mile Advisors 145 Marcus Blvd #1, Hauppauge, NY 11788
63195xxxx0 abu******@m******************.com 5.02 5 10 31 2
Mortgage Wealth Advisors 255 Executive Dr Ste 410 Plainview, NY 11803
51630xxxx0 d_j***@m*********************.com 5 64 5 4 5 79 302 3
Comprehensive Financial 225 Wireless Blvd, Hauppauge, NY 11788
63195xxxx0 cor****@c*************.com 182 12
Ameriprise Financial 200 Railroad Ave # 4, Sayville, NY 11782
63158xxxx9 ame******************@a***.com 132835
Victoria Honohan-Ameriprise 145 Pinelawn Rd, Melville, NY 11747
63168xxxx0 dns*****@a***.com
Ameriprise Financial Advisors 100 Motor Pkwy Ste 150 Fl 5 Hauppauge, NY 11788 63193xxxx7
American Capital Partners LLC Serving theBrentwood Area 88850xxxx0
Biscardi, Jacobs & Associates - Ameriprise Financial Services, LLC 2150 Joshuas Path Ste 200, Hauppauge, NY 11788 · ~64.7 mi
63185xxxx8 dns*****@a***.com
5 39
NATIONAL FINANCIAL PLANNERS 18 W 48th St New York, NY 10036 64634xxxx2
Morgan Stanley Wealth Management 290 Broadhollow Rd Ste 400, Melville, NY 11747
63142xxxx0 aar***********@m***********************.com
Barnum Financial Group 1 Rabro Dr Ste 11, Hauppauge, NY 11788
63127xxxx2 mar******@b*******.com 987 229
McCormick, Donald, AGT 640 Johnson Ave, Bohemia, NY 11716
63158xxxx0 ame******************@a***.com
Michael DeSalvo - Financial Advisor, Ameriprise Financial Services, LLC 800 Veterans Memorial Hwy, Ste 100, Hauppauge, NY 11788 · ~65.4 mi
63141xxxx0 dns*****@a***.com 132829
Donald Mc Cormick - Ameriprise Financial Advisor 1377 Motor Pkwy, Hauppauge, NY 11788
63158xxxx0 dns*****@a***.com
Capital Financial Planning 50 Route 111 Ste 206, Smithtown, NY 11787
63136xxxx4 Mai****@c****************.com
4D Tax & Financial Planning 14 Wall St FL 20 New York, NY 10005
91775xxxx6 jl**@4*****.com 3.9 7
Edward Jones - Financial Advisor: Scott R Posner 542 Route 25a Ste A, Saint James, NY 11780
63130xxxx3 and*******@c*************.ca
Janney Montgomery Scott 324 S Service Rd Ste 100, Melville, NY 11747
63175xxxx1 aal******@j*****.com
Morgan Stanley 1 Huntington Quad, Melville, NY 11747
63175xxxx1 aal*******@m************.com
Cgaa Inc 1601 Veterans Hwy Ste 410, Islandia, NY 11749
63123xxxx0 aro***@g************.com
Ameriprise Financial 1022 Main St, Holbrook, NY 11741
63161xxxx0 ame******************@a***.com 132835
Shane Mason, CPA CFP 33 Nassau Ave, Brooklyn, NY 11222
4.7 12
Melander Wealth Management 150 Motor Pkwy Ste 401, Hauppauge, Ny 11788 63164xxxx7
Ameriprise Financial 5036 Jericho Tpke Ste 307, Commack, NY 11725
63185xxxx8 ame******************@a***.com 132838
Zambri Financial Solutions - Ameriprise Financial Services 200 Broadhollow Rd Ste 302, Melville, NY 11747
63142xxxx2 ant***********@a***.com
Kuderna Financial Team 1040 Broad St Ste 202 Shrewsbury, NJ 07702
84845xxxx7 ani**********@p***************.com 432 30
Blue Keel Financial Planning 55 Greens Farms Rd 200-69 Westport, CT 06880
20355xxxx7 cha****@b*********.com 5 1