Financial Services locations near Lake Grove, NY

Showing 1–10 of 10 results

We track 10 financial services listings in and around Lake Grove, NY, spread over 6 ZIP codes. Listings here were last checked in Oct 2026.

Edward Jones - Financial Advisor: Scott R Posner

📍 542 N Country Rd Ste A, Saint James, NY, 11780

📞 631-862-2020

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: George Ellsworth Smith

📍 1067a Route 25a, Stony Brook, NY, 11790

📞 631-444-0179

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Ray Passaro Financial Svcs

📍 2780 Middle Country Rd, Lake Grove, NY, 11755

📞 631-585-0304

Citi PWM

📍 131 Alexander Ave, Lake Grove, NY, 11755

📞 631-265-3041

Alarcon Law Group PC

📍 2758 Middle Country Rd Ste 201, Lake Grove, NY, 11755

📞 631-619-6726

Updated Oct 2026

Barnum Financial Group

📍 16 Lt John Olsen Ln, Saint James, NY, 11780

📞 631-686-5312

🌐 barnumfinancialgroup.com

Barnum Financial Group is a financial services firm located in Saint James, New York. The firm has a recent online presence as of 2025, indicating active engagement in providing financial solutions to clients in the area.

MJR Financial Service

📍 610 Middle Country Rd Ste 2, Saint James, NY, 11780

📞 631-584-4016

Ostapow Financial Services | American

📍 4 Redbridge Ct : PO Box 2208, East Setauket, NY, 11733

📞 631-751-1777

Ameriprise Financial

📍 222 E Main St, Smithtown, NY, 11787

📞 631-724-3838

Mortgage And Financial Services

📍 22 Southern Blvd, Nesconset, NY, 11767

📞 631-780-6760