1067A Route 25A Stony Brook, NY 11790
George E.Smith, Fin. Advisor or Eileen Quinn, Branch Admin
Mon-Fri 9am - 5:30pm
Sat by appt.
Financial Services, municipal bonds & long term care
Retirement accounts, Ira's and retirements savings plans for individuals & businesses. Education savings plans, estate plans, and trusts, stocks, mutual funds, annuities, fixed income investments. Life Insurance, long-term care insurance and long-term disability, online account access and downloads to personal financial management software.
Discounts to Members:
Portfolio Review, Insurance Policy Review