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Financial Services (for Individuals and Families) in South Huntington, NY

Updated Oct 05 2014 06:14 PM EST with 56 listings

Checkmaster Financial Services

Check cashing, ATM, financial services
271 Walt Whitman Mall Rt 110, Huntington Station NY 11746 Tel 631-425-7883
Fax: 631-425-7916

Citigroup SmithBarney

Financial Advisors
Toll-Free 800-645-3246
Website: fa.smithbarney.com

College Market, The

Financial planning and services; registered investment advisor
116 Hillwood Dr., Huntington Station NY 11746 Tel 631-951-0300
Website: thecollegemarket.com

Fidelity Investments

37 West Jericho Tpk., Huntington Station NY 11746 Tel 631-424-5342

Foresters

445 Broadhollow Rd., Melville NY 11747 Tel 631-249-1470

LPL Financial

712 -A Jericho Tpk., Huntington Station NY 11746 Tel 516-521-3649
Tel: 631-271-5122; Website: GiveMeQuotes.com

Melville Financial Group

Provides financial services to individuals and business customers as well as corporate in-house educational seminars at no cost to employers
225 Old Country Rd., Melville NY 11747 North Wing,

Merrill Lynch

Business lines of credit, financial & retirement planning.
1305 Walt Whitman Rd. Rt. 110 so of Rt 25, Melville NY 11747 Tel 631-351-5076
Fax: 631-351-5148; Website: ml.com

NIC Holding Corp.

25 Melville Park Rd., Melville NY 11747 Tel 631-293-4700

Northwestern Mutual Financial Network

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

Northwestern Mutual Financial Network - Chris Shouler

Employee benefits, insurance & retirement planning
25 Melville Park Rd., Melville NY 11747 Tel 631-249-4077
Fax: 631-249-4086; Website: nmfn.com

Paragon Financial Group

33 Walt Whitman Rd. Rt. 110 so of Rt 25, Huntington Station NY 11746 Tel 631-425-1111
Fax: 631-425-1138; E-mail: todaysbestrate@hotmail.com
Website: todaysbestrate.com

Prudential Financial

445 Broadhollow Rd., Melville NY 11747 Tel 631-927-3450

Resources Connection

Financial & Accountant Services.
330 South Service Rd., Melville NY 11747 Tel 631-574-4918
Fax: 631-574-4919; Website: resources-us.com

TD Waterhouse

Financial services
95 Broadhollow Rd., Melville NY 11747 Tel 800-934-4448
Fax: 631-425-9622; Website: tdwaterhouse.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

Progressive Financial Planning Services, Inc.

Financial Advisors, Investment Services, Insurance.
Melville NY 11747 6 Cabriolet Lane, Tel 800-895-6076

UBS Wealth Management

Financial services for individuals, small businesses and large corporations
225 Broadhollow Rd., Melville NY 11747 Tel 631-420-0300
Website: wwww.ubs.com

Waddell & Reed Financial Services

Financial Services/Life Insurance/Property & Casualty Insurance.
532 Broadhollow Rd., Melville NY 11747 Tel 631-777-2184
Fax: 631-777-2178; Website: waddell.com

Charles Schwab & Co.

200 Broadhollow Rd., Melville NY 11747 Tel 631-385-4390
Fax: 631-385-4899; E-mail: brian.cohen@schwab.com
Website: schwab.com

Smith Barney

401 Broadhollow Rd., Melville NY 11747 Fax 631-531-5695
Tel: 631-694-9600; Website: salomonsmithbarney.com

Smith Barney's Regional Office

58 South Service Rd., Melville NY 11747 Tel 631-755-8999
Tel: 800-477-7522; Fax: 631-755-8860
E-mail: kirk.c.mackey@rssmb.com; Website: ssbfcs.com

UBS Financial Services - Melville

225 Broadhollow Rd., Melville NY 11747 Tel 631-420-0300
Fax: 631-694-6947; Website: ubs.com

New Alternatives Fund

A socially responsible Mutual Fund focused on alternative energy and environmentally sound investments.
150 Broadhollow Rd., Melville NY Tel 800-423-8383
Website: newalternativesfund.com

Vanderbilt Securities

604 Broadhollow Rd., Melville NY 11747 Direct Line 631-845-5100
Fax: 631-845-4531; E-mail: sdistante@pftgic.com
Website: vanderbiltsecurities.com

Waddell & Reed Financial Services

Financial Services/Life Insurance/Property & Casualty Insurance.
532 Broadhollow Rd., Melville NY 11747 Tel 631-777-2184
Fax: 631-777-2178; Website: waddell.com

AXA Advisors, LLC

155 Pinelawn Rd., Melville NY 11747 Tel 631-424-6000
Fax: 631-424-0345; Website: longisland.axa-advisors.com

Bethpage Federal Credit Union

24 hr ATM available
722 Walt Whitman Mall Rt 110, Melville NY 11747 Fax 631-427-9470
Tel: 631-427-9402

Cornerstone Planning, Inc.

Financial Planning/Investment Management;
Melville NY 11747 P.O. Box 678, Tel 631-385-3335
E-mail: phil@cornerstoneinvester.com

E. Frank and Associates

Financial advice, Insurance.
1895 Walt Whitman Mall Rt 110, Melville NY 11747 Tel 631-420-4242
Fax: 631-420-4243; E-mail: efrankfa@msn.com

Gottlieb Scott CPA

Offers competitively priced, diversified services, general ledger, compilation services, individual and corporate tax services, banking relations assistance, and locating the best accounting software.
105 Maxess Rd., Melville NY 11747 Tel 631-253-2722
Tel: 631-574-4484; Fax: 631-253-0909
E-mail: scott@gottliebcpa.com; Website: gottliebcpa.com

LPL Financial Services

Huntington Station Long Island NY Financial Services planning
712 E. Jericho Turnpike, Huntington Station NY 11746 Tel 631-546-5382
Fax: 631-815-6740; Toll-Free: 877-845-4754
Website: lpl.com

Morgan Stanley - Frank Inman

290 Broadhollow Rd., Melville NY 11746 Tel 631-425-3465
Tel: 800-366-3444; Fax: 631-425-3449
Website: morganstanley.com

North Ridge Securities Corp.

Long Island's leading financial planning firm.
1895 Route 110, Melville NY 11747 Tel 631-420-4242
Fax: 631-420-4243; E-mail: DRL7@aol.com

Spielberger, Dampf, Brill, Levine LLC

Money managers, registered investment advisors.
145 Pinelawn Rd., Melville NY 11747 Tel 631-777-1661
Fax: 631-777-1705; E-mail: barryevan@aol.com
Website: sdblasset.com

UBS Financial Services - Melville

225 Broadhollow Rd., Melville NY 11747 Tel 631-420-0300
Fax: 631-694-6947; Website: ubs.com

UBS Financial Services - James Werner

Financial adviser
225 Broadhollow Rd., Melville NY 11747 Tel 631-454-3246
Fax: 631-694-6947; Website: ubs.com

Waddell & Reed Financial Services

Financial Services/Life Insurance/Property & Casualty Insurance.
532 Broadhollow Rd., Melville NY 11747 Tel 631-777-2184
Fax: 631-777-2178; Website: waddell.com

College Planning Services (1 listings total)

North Ridge Securities Corp.

Long Island's leading financial planning firm.
1895 Route 110, Melville NY 11747 Tel 631-420-4242
Fax: 631-420-4243; E-mail: DRL7@aol.com

Retirement Planning (2 listings total)

North Ridge Securities Corp.

Long Island's leading financial planning firm.
1895 Route 110, Melville NY 11747 Tel 631-420-4242
Fax: 631-420-4243; E-mail: DRL7@aol.com

Northwestern Mutual Financial Network - Chris Shouler

Employee benefits, insurance & retirement planning;
25 Melville Park Rd., Melville NY 11747 Tel 631-249-4077
Fax: 631-249-4086; Website: nmfn.com

Estate and Trust Planning (2 listings total)

North Ridge Securities Corp.

Long Island's leading financial planning firm.
1895 Route 110, Melville NY 11747 Tel 631-420-4242
Fax: 631-420-4243; E-mail: DRL7@aol.com

Prudential Insurance

445 Broadhollow Rd., Melville NY 11747 Tel 631-753-8800
Website: prudential.com

Private Investment Advisors (9 listings total)

Aventine Investment Management, Inc.

29 West Hills Rd., Huntington Station NY 11746 Tel 631-673-6738
Fax: 631-673-6706; E-mail: invest@aventineinvestments.com
Website: aventineinvestments.com

Diversified Financial Solutions, Inc.

125 Baylis Rd., Melville NY 11747 Tel 631-420-4123
Fax: 631-420-4129; E-mail: bruce@brucehutchinson.com
Website: brucehutchinson.com

E. Frank and Associates

Financial advice, Insurance.
1895 Walt Whitman Mall Rt 110, Melville NY 11747 Tel 631-420-4242
Fax: 631-420-4243; E-mail: efrankfa@msn.com

Fahnestock & Co., Inc.

Financial consultants.
115 Broadhollow Rd., Melville NY 11747 Tel 631-424-0700
Fax: 631-424-0942; E-mail: miskric@fahnestock.com
Website: fahnestock.com

Fedelity Investments

37 Jericho Tpk., Huntington Station NY 11746 Tel 631-526-7252

H & R Block

Investments, banking and mortgage consulting; income tax services
All Long Island NY
Website: hrblock.com

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.
1797 New York Ave. (110 so./25A), Huntington Station NY 11746 Tel 631-549-3313
Website: hrblock.com

Progressive Financial Planning Services, Inc.

Financial Advisors, Investment Services, Insurance.
Melville NY 11747 6 Cabriolet Lane, Tel 800-895-6076

Wealth Design Management Co., Inc.

675 Walt Whitman Rd. Rt. 110 so of Rt 25, Melville NY 11747 Tel 631-427-5344
Fax: 631-271-7036

Bison Commercial Leasing Corp.

560 Broadhollow Rd., Melville NY 11747 Tel 631-845-7700
Fax: 631-845-8559; E-mail: tcb2194@hotmail.com
Website: bisonleasing.com