Service area
Camba Capital is based in Port Jefferson, NY, in the Brookhaven North Shore corridor of Suffolk County. In-person kitchen-table meetings are the default for the home corridor. Port Jefferson, Port Jefferson Station, Setauket, Stony Brook, Mount Sinai, Miller Place, and for the central Suffolk towns within twenty-five minutes. For the rest of Nassau and Suffolk, Zoom is the default and in-person is by arrangement.
The town-by-town pages below map the firm’s most active service corridors with the local context that actually matters: pension systems, school-district employers, and the major institutional employers driving rollover and retirement-income work in each area.
Suffolk County
Port Jefferson Village is Camba's home base. The firm sits inside the same Brookhaven North Shore corridor it serves, and households in the village, Mather Hospital staff, Port Jefferson School District teachers, ferry workers, harborfront small-business owners, longtime homeowners, make up the densest concentration of in-person, same-week pension and rollover work the firm does.
Suffolk County
Port Jefferson Station, adjacent to the Village, with the LIRR Port Jefferson branch terminus and the Comsewogue School District anchor, is one of the firm's densest in-person service corridors. Most kitchen-table meetings in this area are scheduled inside the same week.
Suffolk County
Stony Brook and the rest of the Three Village area, Setauket, East Setauket, Old Field, Poquott, host the largest single-employer cluster on the North Shore: Stony Brook University, Stony Brook University Hospital, and the broader Stony Brook Medicine system. Households here often hold a mix of state pension, SUNY Optional Retirement Program (ORP), and supplemental 403(b) / 457(b) balances that benefit from coordinated review.
Suffolk County
Mount Sinai and the surrounding Brookhaven North Shore corridor, Miller Place, Sound Beach, Rocky Point, Shoreham, Wading River, is a residential band of school-district, hospital-system, and retired-first-responder households. Many residents commute west to Stony Brook Medicine, Mather, or NYU Langone Long Island; many others are NYC public-sector retirees (NYPD, FDNY, NYCERS, NYCTRS) who relocated east in retirement.
Nassau County
Garden City and the surrounding western Nassau corridor, Mineola, Floral Park, Hempstead, Roosevelt Field, represent some of the firm's most concentrated rollover and pension-election work, often for Mineola-based health system retirees and Adelphi University employees nearing retirement.
Nassau County
Hicksville and the central Nassau spine, Plainview, Levittown, Bethpage, Westbury, sit at the crossroads of the LIE, the Northern State, and the LIRR Ronkonkoma branch. Many households here split careers between NYC employers and Nassau-based health systems and school districts.
Suffolk County
Smithtown and the surrounding central Suffolk corridor, Hauppauge, Commack, Nesconset, Kings Park, Lake Grove, represent another high-density area for the firm's pension and rollover work, especially among long-tenured county and school-district households.
Nassau County
Massapequa and the South Shore corridor, Massapequa Park, Wantagh, Seaford, Bellmore, Merrick, has one of the highest concentrations of NYC public-sector retirees on Long Island, driving a steady volume of NYC pension and DROP / variable supplement coordination work.
Nassau County
Syosset and the Northern State corridor, Woodbury, Jericho, Plainview, Roslyn, East Norwich, contain a high density of professional and executive households where the planning question is often consolidation across multiple legacy 401(k)s, deferred compensation accounts, and stock comp.
Nassau County
The Village of Hempstead and the surrounding western Nassau corridor, Uniondale, Roosevelt, Westbury, Freeport, anchor the largest Latino working-family community in Nassau County. Hempstead is also home to Hofstra University, Nassau Community College, and a high concentration of public-sector pension households across the school district, Nassau County government, and the Long Island Rail Road's Hempstead Branch.
Suffolk County
Brentwood, the largest hamlet in Suffolk County by population and one of the largest Latino working-family communities on Long Island, anchors a corridor that includes Bay Shore, Central Islip, North Bay Shore, and Bayport. The Brentwood Union Free School District is one of the largest employers; Stony Brook University Hospital, the Suffolk County Court complex, and the MacArthur Airport corridor add to the public-sector and quasi-public footprint.
Suffolk County
Central Islip and the surrounding south-central Suffolk corridor, Islip, Bay Shore, North Bay Shore, Bohemia, Holbrook, combine a large Latino working-family population with a dense concentration of public-sector pension households. The Central Islip Union Free School District, the federal court complex, and the Suffolk County government corridor are the major employer anchors.
Suffolk County
Patchogue and the South Shore corridor, Medford, Holbrook, East Patchogue, Bellport, Holtsville, Sayville, combine a long-established working-family community with a fast-growing Latino population, particularly Salvadoran and Honduran. The Patchogue-Medford UFSD, Brookhaven National Laboratory, and the Long Island Rail Road's Patchogue station anchor the corridor.
Not seeing your town?
The towns above are the firm’s most-active corridors today, but client households reach from Long Beach and Rockville Centre on the South Shore through Huntington and Cold Spring Harbor on the North Shore, out to East Hampton and Montauk in season. If you live on Long Island and are weighing a retirement, rollover, or pension decision, the firm can come to you.
Next step
The first call is a conversation about your situation, not a pitch. Dan Zimon answers the phone himself.