Merrill Lynch

Wells Fargo Advisors, located in Southampton, NY, operates as a registered broker-dealer and non-bank affiliate of Wells Fargo Company, providing a range of investment and insurance products. The firm emphasizes the importance of understanding investment risks, including the potential loss of principal amount invested. The branch is staffed by a team of financial advisors who are dedicated to helping clients navigate their financial needs. Wells Fargo Advisors is committed to maintaining client privacy and security while offering professional financial guidance. Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Sabel & Oplinger CPA PC, established in 1956, is one of Eastern Long Island's oldest accounting firms, located in Southampton, NY. The firm specializes in providing comprehensive financial services to a diverse clientele, including family-owned businesses, entrepreneurs, non-profit organizations, and privately-held corporations. With a commitment to integrity and extensive expertise across various business sectors, Sabel & Oplinger's dedicated team of business advisors and consultants aim to assist clients in achieving their personal and financial objectives. They offer a range of services, including tax planning, accounting, and assurance, while also providing valuable resources through informative articles and useful links. Generated from the website