Our Firm

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Branch Financial Services is an independent, privately-owned firm that specializes in providing personalized financial and investment advice.

Branch Financial Services, Inc. is a Registered Investment Advisor

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. 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

Smithtown Chamber Of Commerce

Three Village Chamber of Commerce