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🤫 Directory · consent-first

Near 11797. Woodbury.

24 financial advisors & firms and 24 insurance agents verified near Woodbury, NY — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 11797

Consolidated Portfolio Review Corp0 mi

RIA firm · Woodbury, NY 11797 · Registered investment adviser · $1.6B AUM

CRD 112694 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Vanderbilt Advisory Services0 mi

RIA firm · Woodbury, NY 11797 · Registered investment adviser · $2.1B AUM

CRD 116537 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Baddish Shapiro Financial Planning Group0 mi

RIA firm · Woodbury, NY 11797 · Registered investment adviser

CRD 125619 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
SA Asset Management, INC.0 mi

RIA firm · Woodbury, NY 11797 · Registered investment adviser

CRD 126096 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Trident Advisors LLC0 mi

RIA firm · Woodbury, NY 11797 · Registered investment adviser · $16M AUM

CRD 145231 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Spielberger & Brooks, INC.0 mi

RIA firm · Woodbury, NY 11797 · Registered investment adviser · $474M AUM

CRD 147197 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Fusion Family Wealth, LLC0 mi

RIA firm · Woodbury, NY 11797 · Registered investment adviser · $1.4B AUM

CRD 168254 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
MG Planning Services, INC.0 mi

RIA firm · Woodbury, NY 11797 · Registered investment adviser

CRD 316672 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Heritage Advisory LLC0 mi

RIA firm · Woodbury, NY 11797 · Registered investment adviser

CRD 339886 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Spirit of America Management Corp1.7 mi

RIA firm · Syosset, NY 11791 · Registered investment adviser · $540M AUM

CRD 110023 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
N.n.a.i.a1.7 mi

RIA firm · Syosset, NY 11791 · Registered investment adviser

CRD 114164 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
4thought Financial Group INC.1.7 mi

RIA firm · Syosset, NY 11791 · Registered investment adviser · $214M AUM

CRD 162997 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Legacy Edge Advisors1.7 mi

RIA firm · Syosset, NY 11791 · Registered investment adviser · $1.2B AUM

CRD 328064 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Old Bridge Wealth, INC1.7 mi

RIA firm · Syosset, NY 11791 · Registered investment adviser · $144M AUM

CRD 332180 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cdt Capital Wealth Advisory LLC1.7 mi

RIA firm · Syosset, NY 11791 · Registered investment adviser · $2M AUM

CRD 340966 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Accountants Proprietary Financial Servicenet, LLC2.7 mi

RIA firm · Plainview, NY 11803 · Registered investment adviser · $464M AUM

CRD 126685 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Arcap Partners LLC2.7 mi

RIA firm · Plainview, NY 11803 · Registered investment adviser · $40M AUM

CRD 313006 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Financial Boss2.7 mi

RIA firm · Plainview, NY 11803 · Registered investment adviser

CRD 319060 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lloyd Harbor Capital Management, LLC3.2 mi

RIA firm · Cold Spring Harbor, NY 11724 · Registered investment adviser · $354M AUM

CRD 304646 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Accrued Equities INC.4.1 mi

RIA firm · Melville, NY 11747 · Registered investment adviser · $272M AUM

CRD 13452 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Excomp Asset Management LTD4.1 mi

RIA firm · Melville, NY 11747 · Registered investment adviser · $140M AUM

CRD 110434 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Clear Point Advisors, INC.4.1 mi

RIA firm · Melville, NY 11747 · Registered investment adviser · $253M AUM

CRD 111775 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Financial Planning Analysts, LLC4.1 mi

RIA firm · Melville, NY 11747 · Registered investment adviser · $26M AUM

CRD 121338 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Heller Wealth Management4.1 mi

RIA firm · Melville, NY 11747 · Registered investment adviser · $554M AUM

CRD 124261 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 11797

Bill Schmauch14.9 mi

Insurance · State Farm · Old Greenwich, CT · Auto, home, life & business insurance in Old Greenwich/Riverside

This is you? Claim itclaimable & removable by its owner
Karl Dale15.8 mi

Insurance · Allstate · Riverside, CT · Auto & home for Riverside, Cos Cob, Greenwich, Stamford

This is you? Claim itclaimable & removable by its owner
James F. Sutton Agency16.2 mi

Insurance · East Islip, NY · Homeowners & flood insurance across Suffolk County incl. East End

This is you? Claim itclaimable & removable by its owner
The Warner Agency (Daniel Warner)16.2 mi

Insurance · Allstate · Cos Cob, CT · Auto & home; 30+ years serving the Greenwich community

This is you? Claim itclaimable & removable by its owner
Howard & Gay Insurance, LLC (Greenwich)16.4 mi

Insurance · Greenwich, CT · Home, auto, flood, valuable items, high-net-worth insurance

This is you? Claim itclaimable & removable by its owner
Alliant Insurance Services (Private Client)16.4 mi

Insurance · Greenwich, CT · Customized HNW insurance programs for affluent families

This is you? Claim itclaimable & removable by its owner
Dalila Namy16.4 mi

Insurance · State Farm · Greenwich, CT · Auto, home, life & business insurance in Greenwich

This is you? Claim itclaimable & removable by its owner
George Boyce16.5 mi

Insurance · State Farm · Stamford, CT 06901 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Anthony Marciano16.5 mi

Insurance · Allstate · Stamford, CT · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Daniela Mercado16.5 mi

Insurance · Allstate · Stamford, CT · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Dan Tyler16.9 mi

Insurance · State Farm · Stamford, CT 06902 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Cross Insurance Private Client17 mi

Insurance · Greenwich, CT 06830 · Affluent homeowners; private-client market carriers

This is you? Claim itclaimable & removable by its owner
Greenwich Independent Insurance17 mi

Insurance · Greenwich, CT 06830 · Home, auto, business & renters insurance on Greenwich Avenue

This is you? Claim itclaimable & removable by its owner
Michael Garofalo17 mi

Insurance · Allstate · Greenwich, CT 06830 · Homeowners & auto insurance, 469 W Putnam Ave

This is you? Claim itclaimable & removable by its owner
The Oberman Companies17.2 mi

Insurance · Rye Brook, NY 10573 · Personal & commercial insurance for the New York area

This is you? Claim itclaimable & removable by its owner
Newhouse Financial Group17.6 mi

Insurance · Rye Brook, NY · Personal insurance for Westchester County families

This is you? Claim itclaimable & removable by its owner
Jim Rottkamp17.7 mi

Insurance · State Farm · Darien, CT 06820 · Home, auto, life in Darien

This is you? Claim itclaimable & removable by its owner
Mariella Cuccolo17.9 mi

Insurance · Allstate · Darien, CT · Home, auto, life in Darien

This is you? Claim itclaimable & removable by its owner
Kevin Tabet18.9 mi

Insurance · State Farm · Stamford, CT 06905 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Carmine Aquino18.9 mi

Insurance · Allstate · Stamford, CT 06905 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Silvia Passero18.9 mi

Insurance · Farmers · Stamford, CT 06905 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Soribel Holguin19.6 mi

Insurance · State Farm · Stamford, CT 06907 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Lawley Insurance (Westchester)19.8 mi

Insurance · Purchase, NY · Personal & business insurance; serves Rye, Scarsdale and Bronxville

This is you? Claim itclaimable & removable by its owner
Howard & Gay Insurance, LLC (Scarsdale)20.2 mi

Insurance · Scarsdale, NY 10583 · Home, auto, flood, valuable items, HNW insurance for Westchester

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Woodbury, NY.

  • Syosset, NY2 mi
  • Plainview, NY3 mi
  • Melville, NY4 mi
  • Jericho, NY4 mi
  • Huntington, NY5 mi
  • Westbury, NY7 mi
  • Locust Valley, NY7 mi
  • Uniondale, NY9 mi
  • Commack, NY10 mi
  • Garden City, NY11 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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