Investment Management Services locations near West Islip, NY

Showing 1–10 of 10 results

This page indexes 10 investment management services listings for West Islip, NY, covering 7 ZIP codes. Details on this page were last refreshed Sep 2026.

CJM Fiscal Mgmt

📍 724 Long Island Ave, Deer Park, NY, 11729

📞 631-392-4211

Investment Insight Wealth Management LLC

📍 36 West Dr, Massapequa, NY, 11758

📞 516-249-0060

🌐 www.myinvestmentinsight.com

Investment Insight Wealth Management is a Registered Investment Adviser in Massapequa, New York. We serve businesses and individuals.

Kettle Hill Capital Management

📍 105 Maxess Rd, Melville, NY, 11747

📞 631-574-4414

Updated Sep 2026

Conrad Capital Management

📍 425 Broadhollow Rd Ste 116, Melville, NY, 11747

📞 631-439-7878

🌐 conradcapital.com

Conrad Capital Management is an investment services firm located in Melville, New York. The firm has been active since at least 2002, providing financial advisory and investment management services to clients in the area. Those seeking investment guidance can reach out to them for assistance with portfolio management and financial planning.

North Shore Wealth Management Group LLC

📍 5000 Merrick Rd, Massapequa, NY, 11758

📞 516-795-1700

Edward Jones - Financial Advisor: Robert C Diaz

📍 322 Main St, Farmingdale, NY, 11735

📞 516-454-0590

Advisors Asset Management

📍 48 S Service Rd Ste 210, Melville, NY, 11747

📞 631-756-8039

Aventine Investment Management Incorporated

📍 29 W Hills Rd, Huntington Station, NY, 11746

📞 631-923-0386

Shelter Rock Management, LLC

📍 375 N Broadway Ste 207, JERICHO, NY, 11753

📞 516-605-2215

Updated Aug 2026

Edward Jones - Financial Advisor: Steven Katz

📍 3960a Merrick Rd, Seaford, NY, 11783

📞 516-785-8510

🌐 edwardjones.com/en_us/fa/index.html&cirn=526572