FINANCIAL SERVICES (For individuals and families) IN STONY BROOK, NY

(14 listings) File Created: 15-May-08

See also: INSURANCE IN STONY BROOK, NY
Contains:

FINANCIAL PLANNING (C.F.P, ETC.) (1 listings)
MAJOR RETAIL BROKERS & FINANCIAL FIRMS (1 listings)
FINANCIAL PLANNING SERVICES (Personal)) (8 listings), contains:
- RETIREMENT PLANNING (1 listings)
PRIVATE INVESTMENT ADVISORS (1 listings)

FINANCIAL SERVICES (For individuals and families) IN STONY BROOK, NY

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	Citigroup SmithBarney Financial Advisors Toll-Free:....................................1-800-645-3246; Internet:.................................fa.smithbarney.com Mo-Fr 9-5
	Northwestern Mutual Financial Network 245 Park Ave., All Long Island (New York)................................................................Tel: 646-366-6673 Map

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

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	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:....................................1-800-628-7070; Internet:...........................www.bethbagefcu.com

MAJOR RETAIL BROKERS & FINANCIAL FIRMS

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	UBS Financial Services Internet:..............................................................................................................................www.ubspw.com 100 Mariners Way., Port Jefferson (Brkhvn).........................................................Tel: 631-642-6000 Map

FINANCIAL PLANNING SERVICES (Personal))

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RETIREMENT PLANNING


	A.G. Edwards & Son 40 North Country Rd., Port Jefferson (Brkhvn).....................................................Tel: 631-473-4300 Internet:.....................................................................................................................www.agedwards.com Map	Top
	ATI Investment Consulting Investments and financial consulting 8 North Rd., Stony Brook (Brkhvn)............................................................................Tel: 631-371-9636 Fax:.................................................631-751-6153; Email:...........................tony@atiinvestment.com Map
	Bethpage Federal Credit Union - Port Jefferson 24 hr ATM available 4802 Nesconset Hwy., Port Jefferson (Brkhvn)...................................................Tel: 631-474-5215 Internet:...................................................................................................................www.bethpagefcu.com Mo-Th 9am-4pm; Fr 9am- 7pm; Sa 9am- 2pm; Map
	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 (Brkhvn) (PO Box 2208)...........................................Tel: 631-751-1777 Fax:.................................................631-751-1560; Internet:.................www.peterpaulostapow.com Map
	Graham Financial & Business 24 Erie St., Port Jefferson Station (Brkhvn)...........................................................Tel: 631-474-3827 Map
	Iacomino, Genaro Certified financial planner Stony Brook (Brkhvn)..................................................................................................Tel: 631-689-9430	Top
	M.A.S. Planning Services Professional financial advice for women 249 Main St., Setauket (Brkhvn)...............................................................................Tel: 631-675-0245 Fax:.................................................631-675-0873; Internet:..www.financialplannerforwomen.com Map
	UBS Financial Services Internet:..............................................................................................................................www.ubspw.com 100 Mariners Way., Port Jefferson (Brkhvn).........................................................Tel: 631-642-6000 Map


	Transamerica Retirement Service 414 Main St., Port Jefferson (Brkhvn).....................................................................Tel: 631-978-0182 Map

PRIVATE INVESTMENT ADVISORS

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	H & R Block Investments, banking and mortgage consulting; income tax services Internet:.............................................................................................................................www.hrblock.com

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