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🤫 Directory · consent-first

Near 11963. Sag Harbor.

24 financial advisors & firms and 11 insurance agents verified near Sag Harbor, NY — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 11963

Saybrook Capital Corp0 mi

RIA firm · Sag Harbor, NY 11963 · Registered investment adviser · $503M AUM

CRD 107679 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Ravello Partners LLC0 mi

RIA firm · Sag Harbor, NY 11963 · Registered investment adviser · $8M AUM

CRD 164718 · verify at the regulator

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

RIA firm · Sag Harbor, NY 11963 · Registered investment adviser · $21M AUM

CRD 330067 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Michael C. Gomberg5.3 mi

Advisor · Edward Jones · Bridgehampton, NY 11932 · Retirement & investment planning, 2385 Montauk Hwy Bridgehampton

This is you? Claim itclaimable & removable by its owner
Powder Ridge Capital LP5.6 mi

RIA firm · Sagaponack, NY 11962 · Registered investment adviser · $10M AUM

CRD 309767 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Balcony Partners, LLC6.3 mi

RIA firm · East Hampton, NY 11937 · Registered investment adviser · $7M AUM

CRD 157426 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Clearview Financial Planning, INC.7.2 mi

RIA firm · Southold, NY 11971 · Registered investment adviser · $38M AUM

CRD 291834 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
The Gray Wealth Management Group9 mi

Advisor · Merrill (Bank of America) · Southampton, NY 11968 · Wealth management on the East End (57 Hampton Rd)

This is you? Claim itclaimable & removable by its owner
The Hackett Group9 mi

Advisor · Merrill (Bank of America) · Southampton, NY 11968 · Wealth management for Hamptons clients

This is you? Claim itclaimable & removable by its owner
Eckart Wealth Management Group9 mi

Advisor · Merrill (Bank of America) · Southampton, NY 11968 · Wealth management for Hamptons families

This is you? Claim itclaimable & removable by its owner
The Martorana Mallgraf Group9 mi

Advisor · Merrill (Bank of America) · Southampton, NY 11968 · Wealth management for East End HNW clients

This is you? Claim itclaimable & removable by its owner
Dios Wealth Management9 mi

Advisor · UBS · Southampton, NY 11968 · Personalized financial planning on the East End

This is you? Claim itclaimable & removable by its owner
Diesing/DeGroot/O'Malley Wealth Management9 mi

Advisor · UBS · Southampton, NY 11968 · East End individuals & business owners

This is you? Claim itclaimable & removable by its owner
Roy Cashion III9 mi

Advisor · UBS · Southampton, NY 11968 · Wealth management, 8 Main Street Southampton

This is you? Claim itclaimable & removable by its owner
Paul Bozsik9 mi

Advisor · Wells Fargo · Southampton, NY 11968 · Wealth management, 67 Hampton Rd Southampton

This is you? Claim itclaimable & removable by its owner
Main Street Management Company16.5 mi

RIA firm · Aquebogue, NY 11931 · Registered investment adviser · $52M AUM

CRD 111736 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
East End Financial Group, INC.17.9 mi

RIA firm · Riverhead, NY 11901 · Registered investment adviser · $689M AUM

CRD 110584 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Spruce Point Capital Management, LLC17.9 mi

RIA firm · Riverhead, NY 11901 · Registered investment adviser · $262M AUM

CRD 288248 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Peconic Asset Planning17.9 mi

RIA firm · Riverhead, NY 11901 · Registered investment adviser · $65M AUM

CRD 310121 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Flexincome Fund22.3 mi

RIA firm · Westhampton, NY 11977 · Registered investment adviser · $7M AUM

CRD 337942 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Essex Asset Advisors INC.24.3 mi

RIA firm · Ivoryton, CT 06442 · Registered investment adviser · $42M AUM

CRD 164076 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sullivan Financial, LLC24.5 mi

RIA firm · Essex, CT 06426 · Registered investment adviser · $119M AUM

CRD 121371 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Jeffrey N. Mehler, Cfp LLC24.5 mi

RIA firm · Essex, CT 06426 · Registered investment adviser · $416M AUM

CRD 126681 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Essex Financial Services, INC.24.5 mi

RIA firm · Essex, CT 06426 · Registered investment adviser · $4.2B AUM

CRD 127549 · verify at the regulator

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

Insurance agents near 11963

Hamptons Risk Management Insurance Agency5.3 mi

Insurance · Bridgehampton, NY 11932 · High-value Hamptons homes, secondary residences, bundled auto & umbrella

This is you? Claim itclaimable & removable by its owner
Joseph Haines6 mi

Insurance · Allstate · Wainscott, NY · Auto & home; serves Sagaponack, East Hampton, Sag Harbor, Southampton, Montauk

This is you? Claim itclaimable & removable by its owner
Amaden Gay Agencies6.3 mi

Insurance · East Hampton, NY 11937 · Hamptons private client: high-value home, flood, fine art

This is you? Claim itclaimable & removable by its owner
Dayton Ritz & Osborne6.3 mi

Insurance · East Hampton, NY 11937 · Home & flood insurance for the Hamptons and East End

This is you? Claim itclaimable & removable by its owner
John Wiltshire Agency8.9 mi

Insurance · Southampton, NY · Homeowners, condo/co-op, flood, umbrella, watercraft for Southampton, Bridgehampton, East Hampton, Montauk

This is you? Claim itclaimable & removable by its owner
Harbor Financial Partners9 mi

Insurance · Southampton, NY 11968 · Personal & commercial insurance for the East End of Long Island

This is you? Claim itclaimable & removable by its owner
NFP (Southampton office)9 mi

Insurance · Southampton, NY 11968 · Brokerage office serving Hamptons personal risk and commercial clients

This is you? Claim itclaimable & removable by its owner
James Grossi9 mi

Insurance · State Farm · Southampton, NY 11968 · Home & auto across the Hamptons incl. East Hampton, Bridgehampton, Water Mill

This is you? Claim itclaimable & removable by its owner
Ted Morales13.8 mi

Insurance · State Farm · Hampton Bays, NY · Auto, home & life insurance on the South Fork

This is you? Claim itclaimable & removable by its owner
Nick Labella13.8 mi

Insurance · Allstate · Hampton Bays, NY · Auto & home insurance; serving Long Island's East End since 2003

This is you? Claim itclaimable & removable by its owner
Brian Silk20.6 mi

Insurance · State Farm · Westhampton Beach, NY · Home & auto; services East Hampton, Southampton, Hampton Bays, Quogue

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

Nearby areas

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

  • Riverhead, NY18 mi
  • Essex, CT24 mi
  • Madison, CT29 mi
  • Guilford, CT30 mi
  • Branford, CT31 mi
  • Mystic, CT31 mi
  • Westerly, RI37 mi
  • New Haven, CT38 mi
  • North Haven, CT38 mi
  • Bohemia, NY45 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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