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 Sep 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 Sep 2026

Jefferson Resources Inc

📍 10 Beatty Rd, Shoreham, NY, 11786

📞 631-744-4223

🌐 henleyandcompany.com

Jefferson Resources Inc is a financial services provider located in Shoreham, New York. The company has an active online presence as of 2026, indicating ongoing operations. Clients in the Shoreham area can seek assistance with various financial needs.

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