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Personalized Wealth ManagementFinancial advisor in Bohemia, NY

Personalized Wealth Management is a financial advisor at 868 Church St Ste 3, Bohemia, NY 11716, ranked #20 of 233 financial advisors in Bohemia and rated 5.0 from 9 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Bohemia, NYUpdated 0 paid placements in any rankingHow we rank

Call (631) 596-5295Website ↗

Key facts

Key facts about Personalized Wealth Management
Address868 Church St Ste 3, Bohemia, NY 11716Get directions
Phone(631) 596-5295
Websitepersonalizedwealthmgmt.com
HoursMonday to Friday: 8:30 AM – 4:30 PM
Google rating5.0 from 9 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Bohemia and 11 towns within 25 miles: Sayville, Ronkonkoma, Holbrook, East Islip, Lake Ronkonkoma, Central Islip, Holtsville, Patchogue, Islip, Lake Grove and Hauppauge.

Based in Bohemia, NYView on map

Opening hours

Opening hours for Personalized Wealth Management
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Personalized Wealth Management

How is Personalized Wealth Management ranked in Bohemia?

Personalized Wealth Management is ranked #20 of 233 financial advisors in Bohemia by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Personalized Wealth Management’s hours?

Personalized Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Personalized Wealth Management serve?

Serves Bohemia and 11 towns within 25 miles: Sayville, Ronkonkoma, Holbrook, East Islip, Lake Ronkonkoma, Central Islip, Holtsville, Patchogue, Islip, Lake Grove and Hauppauge. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Personalized Wealth Management?

Personalized Wealth Management has a rating of 5.0 from 9 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Personalized Wealth Management?

Call Personalized Wealth Management on (631) 596-5295. The business is at 868 Church St Ste 3, Bohemia, NY 11716. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Personalized Wealth Management compared with nearby businesses
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Personalized Wealth Management (this business)—685.0 (9)NoNo
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