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Christmas without Cash East Setauket NY

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in East Setauket, NY. We have compiled a list of businesses and services around East Setauket, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Gerard Barrasso
United Financial Planning Group, LLC
(631) 234-0871
888 Veterans Memorial Highway, Suite 530
Hauppauge, NY
Expertises
Tax Planning, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Planning Issues for Business Owners, Middle Income Client Needs, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Cary Carbonaro
Stonegate Wealth Management, LLC
(646) 388-1460
7 Platt Place
Huntington, NY
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Charitable Giving - Trusts & Foundations, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Joyce Streithorst
Frisch Financial Group, Inc.
(631) 271-7900
290 Broad Hollow Road, Suite 130E
Melville, NY
Expertises
Ongoing Investment Management, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Divorce Planning, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, MSFS

Elizabeth Cox
Cox Financial Services, LLC
(203) 221-2799
191 Post Road West
Westport, CT
Expertises
Divorce Planning, Helping Clients Identify & Achieve Goals, Hourly Financial Planning Services, Ongoing Investment Management, Women's Financial Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®, EA

Ms. Robyn Keegan-Corsello, CFP®
(917) 592-2440
6 White Pine Ln
Setauket, NY
Firm
Keegan Financial Planning
Areas of Specialization
General Financial Planning, Investment Management, Retirement Planning, Women's Finances, Young Professionals

Data Provided By:
Ronald Roge
R.W. Roge & Company, Inc.
(631) 218-0077 Ext: 210
630 Johnson Avenue, Suite 103
Bohemia, NY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Tax Planning, High Net Worth Client Needs, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

David Frisch
Frisch Financial Group, Inc.
(631) 271-7900
290 Broad Hollow Road, Suite 130E
Melville, NY
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Tax Planning, Retirement Plan Investment Advice, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Panfilo Guglielmi
Advanced Capital Advisors, LLC
(203) 255-0504
140 Sherman Street, 4th FL
Fairfield, CT
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Advising Medical Professionals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Matthew Berman
1393 Veterans Memorial Highway
Hauppauge, NY
Company
Title: Agent
Company: CPS Financial Services
Education
Muhlenberg College/Business Adminstration
East Stroudsberg University/Masters'
PGA Member/2006
Service
Individual Income Tax Planning,Life Settlements,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Health Care Ins

Data Provided By:
Mr. Michael J. Godfrey, CFP®
(800) 895-6076
33 University Dr
Setauket, NY
Firm
Progressive Financial Planning Services, Inc.
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management

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