Financial Planning Financial Planners locations near Shoreham, NY

Showing 1–10 of 10 results

We track 10 financial planning financial planners listings in and around Shoreham, NY, spread over 3 ZIP codes. Listings here were last checked in Aug 2026.

John Salvesen - Prudential Financial

📍 333 Route 25a, Rocky Point, NY, 11778

📞 631-821-4719

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Astre Planning

📍 64 Route 25a, Shoreham, NY, 11786

📞 631-744-9100

🌐 prosperousboomer.com

The Womens Financial Group Inc

📍 29 Dartmouth Valley Strm, Shoreham, NY, 11786

📞 631-744-7044

🌐 www.twfg.org

Updated Aug 2026

Jefferson Resources Inc

📍 10 Beatty Rd, Shoreham, NY, 11786

📞 631-744-4223

🌐 henleyandcompany.com

Benefit Planners

📍 Serving Your Area, Rocky Point, NY, 11778

📞 516-443-6436

🌐 benefitplanners.net

Employee Benefits and Financial Services firm servicing Long Island, New York and the surrounding areas.

Newbridge

📍 595 Route 25a Ste 9, Miller Place, NY, 11764

📞 631-849-5713

Financial Managmnt Strategies Inc

📍 565 Route 25a Ste Lr4, Miller Place, NY, 11764

📞 631-209-1160

Federman Financial Advisors

📍 745 Route 25a, Rocky Point, NY, 11778

📞 631-981-1904

David DI Sunno MET Llife

📍 565 Route 25a, Miller Place, NY, 11764

📞 631-849-1501

Brookville Capital Partners

📍 85 Echo Ave Ste 1, Miller Place, NY, 11764

📞 631-743-9100