Financial Advisory Services locations near South Salem, NY

Showing 1–8 of 8 results

Our South Salem, NY directory covers 8 financial advisory services listings in 7 ZIP codes. Listings here were last checked in Jul 2026.

Capital Management Advisory Group

📍 90 Grove St, Ridgefield, CT, 06877

📞 203-431-3300

Ceponis Financial Group

📍 195 Danbury Rd Ste A200, Wilton, CT, 06897

📞 203-762-2117

🌐 www.ceponisfinancialgroup.com

Ceponis Financial Group is a full-service advisory firm located in Wilton, CT. The firm provides a complete range of financial services which includes retirement planning, investment planning, and wealth management through a fee-based structure. Our team works with individuals as well as business owners in Fairfield and Westchester County. We continue to uphold client relations across the globe. Ceponis Financial Group is here to make sure you and your money have a mission.

Updated Jul 2026

Edward Jones - Financial Advisor: Daniel S Tanaka

📍 105 Gatehouse, Somers, NY, 10589

📞 914-669-8133

🌐 edwardjones.com/en_us/fa/index.html&cirn=713332

Sontag Advisory LLC

📍 1720 Post Rd E Ste 112, Westport, CT, 06880

📞 203-255-0100

🌐 sontagadvisory.com

Invest Financial Corporation

📍 1 Landmark Sq Ste 21, Stamford, CT, 06901

📞 203-978-1372

Scottrade

📍 70 Atlantic St, Stamford, CT, 06901

📞 203-602-7977

🌐 scottrade.com

Updated Jul 2026

Edward Jones - Financial Advisor: Ann L Herrero

📍 26 S Greeley Ave, Chappaqua, NY, 10514

📞 914-238-3137

🌐 www.edwardjones.com/en_us/fa/index.html&cirn=525136

Updated Jul 2026

Edward Jones - Financial Advisor: JIM Kreitler

📍 Heritage Sq 1700 Post E, Fairfield, CT, 06824

📞 203-255-2237

🌐 edwardjones.com/en_us/fa/index.html&cirn=526384