Our Firm
Branch Financial Services is an independent, privately-owned firm that specializes in providing comprehensive financial and investment advice.
Our Independent status allows us to represent the interest of our clients rather than those of a particular insurance or investment company. We work individually with our clients in order to determine their financial goals and personal needs and then recommend appropriate strategies best suited to help meet those defined goals and needs. These recommendations include savings and investment vehicles offered by a wide range of insurance and investment companies.
Our company was founded on the principle that what is best for our clients will, in the long run, be best for our company. Our primary goal has always been to provide the highest quality of professional service for each individual client.
Established in 1974, Branch Financial Services, Inc. of Smithtown has become one of the most respected financial services organizations on Long Island. "Honesty, integrity, and top quality client services are our bywords."
Simply speaking, we take a personal interest in your financial future, and we'll go out of our way to help ensure your success.
MEMBERSHIP
The Financial Planning Association
The Society Of Financial Service Professionals
International Foundation For Retirement Education
International Association Of Qualified Financial Planners
International Association Of Registered Financial Consultants
National Association of Insurance and Financial Advisors
Smithtown Chamber Of Commerce
Securities offered through Walnut Street Securitites Inc. Member This link is to a web site created and maintained by someone other than Walnut Street Securities, Inc. The web site you are linking to will have legal notices, privacy policies, or other requirements that differ from those of Walnut Street Securities, Inc, so you may want to review them. We're providing this link for your convenience. Walnut Street Securities, Inc does not control or guarantee the accuracy, relevance, timeliness, or completeness of that web site.FINRA/This link is to a web site created and maintained by someone other than Walnut Street Securities, Inc. The web site you are linking to will have legal notices, privacy policies, or other requirements that differ from those of Walnut Street Securities, Inc, so you may want to review them. We're providing this link for your convenience. Walnut Street Securities, Inc does not control or guarantee the accuracy, relevance, timeliness, or completeness of that web site.SIPC. Branch Financial Services, Inc. and Walnut Street Securities, Inc. are unaffiliated entities.
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