North Shore Financial Resource

Welcome to Merrill Lynch in Smithtown, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Capital Financial Planning is a financial services firm based in Smithtown, NY, specializing in comprehensive financial planning and investment management for individuals and businesses. With a focus on long-term financial goals, the firm offers tailored strategies to help clients achieve financial security and growth. Through personalized consultations and expert guidance, Capital Financial Planning assists clients in navigating complex financial landscapes, providing solutions to optimize wealth management and retirement planning. The firm's experienced team works diligently to create customized financial plans that align with each client's unique needs and objectives. Generated from their business information

Paragon Capital Management is a registered investment adviser with the United States Securities and Exchange Commission and pursuant to pertinent laws and regulations, also maintains a "notice filing" with certain states. All written content of this site is for informational purposes only and does not constitute a complete description of our investment services. Materials presented in any linked website are believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your investment advisor prior to implementation. There is a password-protected area included in this website which links clients to their account information at Charles Schwab & Co Access to this area is restricted to authorized users only. The user of this password-protected area is responsible for maintaining the confidentiality of their respective password.