Investment Services locations near Upton, NY

Showing 1–10 of 10 results

Our Upton, NY directory covers 10 investment services listings in 6 ZIP codes. Listings here were last checked in Aug 2026.

Edward Jones - Financial Advisor: JO Bennett

Investment Services

📍 180 E Main St, Patchogue, NY, 11772

📞 631-447-0036

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.

James Space - Prudential Financial

Investment Services

📍 600 Waverly Ave, Patchogue, NY, 11772

📞 631-475-1247

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

Morgan Stanley

Investment Services

📍 414 Main St Ste 101 Ste 101, Port Jefferson, NY, 11777

📞 631-642-8600

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Edward Jones - Financial Advisor: Michael R Sceiford

Investment Services

📍 903 Main St, Port Jefferson, NY, 11777

📞 631-928-2034

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.