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Financial Services (for Individuals and Families) in Syosset and Woodbury, NY

Updated Oct 05 2014 06:55 PM EST with 40 listings

Affiliated Financial Services

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

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

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

Healthcare Financial Management

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

Northwestern Mutual Financial Network

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

Obsidian Financial Group L.L.C.

1000 Woodbury Rd., Woodbury NY 11797

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

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

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

Wealth Management Services/Advest

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

Smith Barney

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

Other Retail Brokerage Firms (4 listings total)

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

Program Brokerage

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

Tilles Investment Company

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

Haber Capital Management

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

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

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

Mass Mutual

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

Morgan Stanley - Melissa Badlu

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

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

Prudential Securities

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

Financial Planning (cfp) (1 listings total)

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

Estate and Trust Planning (2 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

Innovative Planning Services

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

Private Investment Advisors (7 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

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

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

Mehler, Jeffrey CPA

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

Prudential Securities

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

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

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

Geico Federal Credit Union

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

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