Stephen Levine & Associates Ltd

James Thomas Quinn is a Licensed Financial Representative with Primerica serving HOLBROOK and its surrounding areas.

American Portfolios Financial Services Inc. is a full-service financial institution. Based in Holbrook, N.Y., the institution offers an array of financial services, such as personal financial and retirement planning, securities trading and mutual funds. Additionally, it provides access to investment research, long-term care planning, insurance products and tax-free investing. The institution provides fee-based asset management solutions through its subsidiary, American Portfolios Advisors Inc. American Portfolios Financial Services Inc. is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).

R.W. Roge & Co Inc is an independent, fee-only financial planning and investment management firm that has been serving clients since 1986. With office locations in Long Island, New York, Beverly, Massachusetts, and Naples, Florida, they provide comprehensive financial planning and retirement planning strategies tailored to each client's unique needs. Their team of professional Certified Financial Planners (CFP) is committed to acting in the best interest of their clients, offering expertise and experience to help clients plan, achieve, and live the life they want. With a client-first culture and a fiduciary commitment, R.W. Roge & Co Inc has built a strong reputation over the past three decades. Their proven Plan, Achieve, Live process not only helps clients achieve their financial goals but also provides valuable assistance and peace of mind during life's challenges. Clients have praised their work ethic, professionalism, and compassion, highlighting the firm's dedication to their financial well-being.Generated from the website