James L Weimar & Associates

As an independent branch office of Concorde Investment Services, LLC, Fortitude Investment Group has access to a wide range of financial products and services for individuals and business owners, including mutual funds, managed accounts, stocks, real estate, insurance, energy products, fixed income products and alternative investments. Our office specializes in providing the following financial services: Tax-aware investment strategies, Investment management, Retirement planning strategies, Estate conservation, Wealth Management and College Savings Planning. We operate three independent branch offices of Concorde Investment Services, LLC located in Port Jefferson, New York, Juno Beach, Florida and Teaneck, New Jersey.

Citizens Securities, Inc. is a financial advisory firm located in East Setauket, NY. They offer comprehensive financial planning services, tailored to the unique needs and goals of their clients. With a dedicated team of professionals, including advisors and specialists, they guide individuals and families in creating a comprehensive financial plan and provide ongoing support to adjust the plan as life changes. Citizens Securities, Inc. also offers premium benefits through their CitizensPlus program, including investment matches, higher savings rates, special lending discounts, and more.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the East Setauket, NY area, Anthony C. Barone will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.