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FINANCIAL SERVICES (For individuals and families) IN OYSTER BAY , NY

(47 listings) File Created: 14-Jan-08

See also: INSURANCE IN OYSTER BAY , NY
Contains:

FINANCIAL MARKET INFORMATION SOURCES (1 listings)
FINANCIAL PLANNING (C.F.P, ETC.) (4 listings)
MAJOR RETAIL BROKERS & FINANCIAL FIRMS (2 listings)
OTHER RETAIL BROKERAGE FIRMS (6 listings)
MUTUAL FUNDS (FUND MANAGEMENT FIRMS) (1 listings)
FINANCIAL PLANNING SERVICES (Personal)) (12 listings), contains:
- FINANCIAL PLANNING (CFP) (1 listings)
- ESTATE AND TRUST PLANNING (2 listings)
PRIVATE INVESTMENT ADVISORS (4 listings)
FINANCE, PERSONAL BUDGETING AND CREDIT MANAGEMENT (3 listings)
OTHER LOCAL PROVIDERS OF FINANCIAL SERVICES (1 listings)

FINANCIAL SERVICES (For individuals and families) IN OYSTER BAY , NY

FINANCIAL MARKET INFORMATION SOURCES


	Interbiz Business Systems Personal franchises on the net. Bethpage (OysBy) (3923 Berger Ave.).........................................................................Tel: 516-731-2785 Fax:.................................................516-731-2785; Email:....................j.rutigliano@interbizusa.com Internet:......................................................................................................................www.interbizusa.com

FINANCIAL PLANNING (C.F.P, ETC.)


	Bethpage Federal Credit Union - Farmingdale Coin Machine Available 1033 Route 109, Farmingdale (OysBy).............................................................................................Map Mo-Th 9am-4pm; Fr 9am-7pm; Sa 9am-2pm
	Bethpage Federal Credit Union - Glen Cove 24hr ATM available 111 School St., Glen Cove (OysBy)....................................................................................................Map Mo-Th 9am-4pm; Fr 9am-7pm; Sa 9am-2pm
	Wealth Management Services/Advest Investment Advisory. 2 Jericho Plaza, Jericho (OysBy).............................................................................Tel: 516-733-1290 Fax:.................................................516-933-6640; Internet:......................................www.advest.com Map
	Woodbury Financial Services, Inc. More than insurance, variable annuities and mutual funds. A Member of the Hartford Financial Services Group, Inc. 6800 Jericho Tpk., Syosset (OysBy)........................................................................Tel: 516-393-5816 Fax:.................................................516-393-5813; Email:..............................WoodburyGA@aol.com Map	Top

MAJOR RETAIL BROKERS & FINANCIAL FIRMS


	Edward Jones Investments - Farmingdale 322 Main St., Farmingdale (OysBy)..........................................................................Tel: 516-454-0590 Fax:.......................................................................................................................................1-877-249-8656 Map
	Smith Barney 100 Jericho Quadrange (Jericho Turnpike, Rt 25), Jericho (OysBy)...............Tel: 631-932-4971 Fax:..........................................................................................................................................516-931-7693 Map

OTHER RETAIL BROKERAGE FIRMS


	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 (Hunt).................................................................Tel: 631-367-5845 Tel: .............................................1-877-367-5840; Tel: ..................................................631-367-5842 Fax:.................................................631-692-6576; Email:..................james.montalto@advest.com Internet:..............................................................................................................................www.advest.com Cold Spring Harbor RR.; Map
	AMS Brokerage 100 Crossways Park Dr W., Suite300, Woodbury (OysBy)................................Tel: 516-921-2540 Map
	Berman Blake & Associates 210 Crossways Park Dr., Woodbury (OysBy)........................................................Tel: 516-349-7200 Fax:.................................................516-349-7260; Internet:..........................www.bermanblake.com Map	Top
	First Montauk Securities Corp. Investment banking and money management. 52 Main St., Cold Spring Harbor (Hunt)....................................................................Tel: 631-692-9192 Tel: .................................................631-692-9180; Tel: ..............................................1-877-234-8988 Email:....................info@montaukfinancial.com; Internet:...........................www.firstmontauk.com Mo-Fr 8-6; Cold Spring Harbor RR.; Map
	Program Brokerage 100 Sunnyside Blvd., Woodbury (OysBy)................................................................Tel: 516-364-7740 Fax:..........................................................................................................................................516-496-4040 Map
	Tilles Investment Company 7600 Jericho Tpk., Woodbury (OysBy)....................................................................Tel: 516-364-1200 Fax:..........................................................................................................................................516-364-1973 Map

MUTUAL FUNDS (FUND MANAGEMENT FIRMS)


	Bi-County Postal FCU Local credit union, financial services and consulting 521 Conklin St., Farmingdale (OysBy).....................................................................Tel: 516-752-0464 Internet:................................................................................http://creditunionaccess.com/cu02679.htm Map

FINANCIAL PLANNING SERVICES (Personal))

A-Z Index
Listings starting with A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

FINANCIAL PLANNING (CFP)


	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 (OysBy)....................................................................Tel: 516-932-5130 Fax:.................................................516-932-7706; Email:.........................jericho@arsfinancial.com Internet:.....................................................................................................................www.arsfinancial.com Map

ESTATE AND TRUST PLANNING


	Applied Financial Group 80 Crossways Park W., Woodbury (OysBy)..........................................................Tel: 516-677-6292 Fax:.................................................631-921-2386; Email:...........dfsfinancialadvisor@hotmail.com Internet:.....................................................................................................www.appliedfinancialgroup.net Map
	Innovative Planning Services Investments,Insurance, Estate Planning. 80 Crossways Park W., Woodbury (OysBy)..........................................................Tel: 516-677-6292 Fax:..........................................................................................................................................516-921-2386 Map

PRIVATE INVESTMENT ADVISORS


	Applied Financial Group 80 Crossways Park W., Woodbury (OysBy)..........................................................Tel: 516-677-6292 Fax:.................................................631-921-2386; Email:...........dfsfinancialadvisor@hotmail.com Internet:.....................................................................................................www.appliedfinancialgroup.net Map	Top
	H & R Block 219 Forest Ave., Glen Cove (OysBy).........................................................................Tel: 516-759-0033 Map 195 North Broadway, Hicksville (OysBy)................................................................Tel: 516-935-8320 Map 204 West Old Country Rd., Hicksville (OysBy).......................................................Tel: 516-433-5818 Map
	Mehler, Jeffrey CPA 10 Hunting Hill Dr., Woodbury (OysBy)....................................................................Tel: 516-367-9671 Fax:.................................................631-367-1232; Email:..............................jeffmehler@netzero.net Map
	Prudential Securities Woodbury (OysBy) (88 Froehlick Farm Blvd.)............................................................Tel: 516-677-5540

FINANCE, PERSONAL BUDGETING AND CREDIT MANAGEMENT


	America's First Capital Group Inc. Non-traditional debt free services. HTCC 58 Sugar Toms Lane, East Norwich (OysBy).........................................................Tel: 516-922-7474 Fax:.................................................516-624-2655; Email:..........................................rfslisb@aol.com Map
	Geico Federal Credit Union 750 Woodbury Rd., Woodbury (OysBy)...................................................................Tel: 516-496-5014 Map	Top
	Schatten Group Oyster Bay Long Island NY Financial Planners personal, and business owners entreperneurs and professionals 255 South St., Oyster Bay (OysBy)...........................................................................Tel: 516-624-3200 Mo-Fr 9-5; Map

OTHER LOCAL PROVIDERS OF FINANCIAL SERVICES


	Archer Capital - Licensed Mortgage Banker Registered mortgage broker. Purchases, refinances, equity loans, with or without credit challenges. Ira Mandelberg. 303 Sunnyside Blvd., Suite25, Plainview (OysBy).................................................Tel: 631-294-1105 Fax:.................................................631-924-2476; Email:..............................iram@archercap1.com Internet:.......................................................................................www.empiremortgageassociates.com Map

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