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🤫 Directory · consent-first

Near 11803. Plainview.

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

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Financial

Advisors & firms near 11803

Accountants Proprietary Financial Servicenet, LLC0 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 LLC0 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 Boss0 mi

RIA firm · Plainview, NY 11803 · Registered investment adviser

CRD 319060 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Consolidated Portfolio Review Corp2.7 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 Services2.7 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 Group2.7 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.2.7 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 LLC2.7 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.2.7 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, LLC2.7 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.2.7 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 LLC2.7 mi

RIA firm · Woodbury, NY 11797 · Registered investment adviser

CRD 339886 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Reynolds Consulting Services LLC3 mi

RIA firm · Hicksville, NY 11801 · Registered investment adviser

CRD 135768 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Alphyn Capital Management LLC3 mi

RIA firm · Hicksville, NY 11801 · Registered investment adviser · $30M AUM

CRD 304390 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Accrued Equities INC.3.3 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 LTD3.3 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.3.3 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, LLC3.3 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 Management3.3 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
Neary, Francis M CPA3.3 mi

RIA firm · Melville, NY 11747 · Registered investment adviser

CRD 124754 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Frisch Financial Group, INC.3.3 mi

RIA firm · Melville, NY 11747 · Registered investment adviser · $932M AUM

CRD 126524 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
J.J. Burns & Company3.3 mi

RIA firm · Melville, NY 11747 · Registered investment adviser · $1.3B AUM

CRD 140452 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lantern Wealth Advisors, LLC3.3 mi

RIA firm · Melville, NY 11747 · Registered investment adviser · $320M AUM

CRD 147420 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Landmark Wealth Management, LLC3.3 mi

RIA firm · Melville, NY 11747 · Registered investment adviser · $442M AUM

CRD 158693 · verify at the regulator

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

Insurance agents near 11803

James F. Sutton Agency15.4 mi

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

This is you? Claim itclaimable & removable by its owner
Bill Schmauch17.4 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 Dale18.3 mi

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

This is you? Claim itclaimable & removable by its owner
The Warner Agency (Daniel Warner)18.6 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)18.7 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)18.7 mi

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

This is you? Claim itclaimable & removable by its owner
Dalila Namy18.7 mi

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

This is you? Claim itclaimable & removable by its owner
George Boyce19.1 mi

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

This is you? Claim itclaimable & removable by its owner
Anthony Marciano19.1 mi

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

This is you? Claim itclaimable & removable by its owner
Daniela Mercado19.1 mi

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

This is you? Claim itclaimable & removable by its owner
Cross Insurance Private Client19.4 mi

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

This is you? Claim itclaimable & removable by its owner
Greenwich Independent Insurance19.4 mi

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

This is you? Claim itclaimable & removable by its owner
The Oberman Companies19.4 mi

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

This is you? Claim itclaimable & removable by its owner
Michael Garofalo19.4 mi

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

This is you? Claim itclaimable & removable by its owner
Dan Tyler19.5 mi

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

This is you? Claim itclaimable & removable by its owner
Newhouse Financial Group19.8 mi

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

This is you? Claim itclaimable & removable by its owner
Jim Rottkamp20.3 mi

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

This is you? Claim itclaimable & removable by its owner
Mariella Cuccolo20.5 mi

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

This is you? Claim itclaimable & removable by its owner
Kevin Tabet21.5 mi

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

This is you? Claim itclaimable & removable by its owner
Carmine Aquino21.5 mi

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

This is you? Claim itclaimable & removable by its owner
Silvia Passero21.5 mi

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

This is you? Claim itclaimable & removable by its owner
Howard & Gay Insurance, LLC (Scarsdale)21.8 mi

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

This is you? Claim itclaimable & removable by its owner
Gabriel Bundschuh & Associates, Inc.21.8 mi

Insurance · Scarsdale, NY 10583 · Home, auto, business & renters insurance in Scarsdale

This is you? Claim itclaimable & removable by its owner
Cross Insurance (Scarsdale)21.8 mi

Insurance · Scarsdale, NY 10583 · Personal insurance for Westchester homeowners

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

Nearby areas

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

  • Woodbury, NY3 mi
  • Melville, NY3 mi
  • Syosset, NY4 mi
  • Jericho, NY4 mi
  • Westbury, NY6 mi
  • Uniondale, NY7 mi
  • Huntington, NY7 mi
  • Massapequa, NY9 mi
  • Locust Valley, NY9 mi
  • Garden City, NY9 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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