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FINANCIAL SERVICES (For individuals and families) IN SYOSSET AND WOODBURY, NY

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

See also: INSURANCE IN SYOSSET AND WOODBURY, NY
Contains:

FINANCIAL PLANNING (C.F.P, ETC.) (3 listings)
MAJOR RETAIL BROKERS & FINANCIAL FIRMS (2 listings)
OTHER RETAIL BROKERAGE FIRMS (4 listings)
FINANCIAL PLANNING SERVICES (Personal)) (9 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)

FINANCIAL SERVICES (For individuals and families) IN SYOSSET AND WOODBURY, NY

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	Affiliated Financial Services 6900 Jericho Tpk., Suite101E, Syosset (OysBy)...................................................Tel: 516-682-7561 Map
	Citigroup SmithBarney Financial Advisors Toll-Free:....................................1-800-645-3246; Internet:.................................fa.smithbarney.com Mo-Fr 9-5
	Citigroup SmithBarney - Jericho 100 Jericho Quadrangle, Jericho (OysBy).............................................................Tel: 516-932-4971 Mo-Fr 9-5; Map
	Delta Financial Corporation Originating, acquiring, selling and servicing non-conforming home equity loans. 1000 Woodbury Rd., Woodbury (OysBy).................................Customer Services:1-877-343-9898 Email:....................custserv@deltafunding.com; Internet:...........................www.deltafunding.com Mo-Fr 8-8:30, Sa 9-5; Map
	Healthcare Financial Management 175 Eileen Way, Syosset (OysBy).............................................................................Tel: 516-496-9399 Map	Top
	Northwestern Mutual Financial Network 245 Park Ave., All Long Island (New York)................................................................Tel: 646-366-6673 Map
	Senior Funding Group - Reverse Mortgages Reverse Mortgage is a safe, federally insured program that allows Senior Homeowners to access cash from the equity in their homes without the obligation of monthly payments. 247 West Old Country Rd., Hicksville (OysBy).......................................................Tel: 631-312-3569 Fax:.................................................516-938-6601; Email:............fmiller@seniorfundinggroup.com 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
	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

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	Smith Barney 100 Jericho Quadrange (Jericho Turnpike, Rt 25), Jericho (OysBy)...............Tel: 631-932-4971 Fax:..........................................................................................................................................516-931-7693 Map
	UBS Financial Services Internet:..............................................................................................................................www.ubspw.com

OTHER RETAIL BROKERAGE FIRMS

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	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
	Program Brokerage 100 Sunnyside Blvd., Woodbury (OysBy)................................................................Tel: 516-364-7740 Fax:..........................................................................................................................................516-496-4040 Map	Top
	Tilles Investment Company 7600 Jericho Tpk., Woodbury (OysBy)....................................................................Tel: 516-364-1200 Fax:..........................................................................................................................................516-364-1973 Map

FINANCIAL PLANNING SERVICES (Personal))

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	Haber Capital Management Investment planning services 6800 Jericho Tpke., Syosset (OysBy).....................................................................Tel: 516-393-5902 Map
	Island Financial Group Specializing in business security planning and buy sell agreements. 1000 Woodbury Rd., Suite400, Woodbury (OysBy)..............................................Tel: 516-364-3333 Fax:.................................................516-364-3647; Internet:.............www.islandfinancialgroup.com Map
	Laadt & Freiser Financial Insurance, real estate & business planning 1000 Woodbury Rd., Woodbury (OysBy).................................................................Tel: 516-682-3447 Fax:.................................................516-364-3647; Email:...............................mfreiser@finsvcs.com Internet:........................................................................................................................www.LFfinancial.net Map
	Morgan Stanley - Melissa Badlu 2 Jericho Tpk., Jericho (OysBy)................................................................................Tel: 516-336-0804 Internet:...............................................................................................................................www.msdw.com Huntington RR; Map	Top
	Nassau Educators Federal CU 575 Underhill Blvd., Syosset (OysBy).......................................................................Tel: 516-561-0030 Map
	New York Municipal Advisors Corp. (NYMAC) Financial advisors. 76 North Broadway, Suite4010, Hicksville (OysBy)..............................................Tel: 516-938-6644 Fax:.................................................516-938-6684; Email:..........................................nymac@trim.net Map
	Par Associates, LLC 150 Woodlake Drive West, Woodbury (OysBy).....................................................Tel: 516-889-1539 Fax:.................................................516-432-4979; Email:.......................................parjmm@aol.com Internet:...........................................................................................................www.parcostreduction.com Map
	Prudential Securities Woodbury (OysBy) (88 Froehlick Farm Blvd.)............................................................Tel: 516-677-5540
	UBS Financial Services Internet:..............................................................................................................................www.ubspw.com	Top

FINANCIAL PLANNING (CFP)

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	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

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	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

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	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
	H & R Block Investments, banking and mortgage consulting; income tax services Internet:.............................................................................................................................www.hrblock.com 195 North Broadway, Hicksville (OysBy)................................................................Tel: 516-935-8320 Map 204 West Old Country Rd., Hicksville (OysBy).......................................................Tel: 516-433-5818 Map	Top
	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

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	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
	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	Top

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