Best in Melville, New York

Janney Montgomery Scott LLC is a leading financial institution located at 395 North Service Road in Melville, New York, United States. With a strong focus on personalized service and expertise in a wide range of financial services, Janney Montgomery Scott LLC provides comprehensive investment solutions for individuals, families, and businesses. Whether you are looking for wealth management, retirement planning, or investment advice, the professionals at Janney Montgomery Scott LLC are dedicated to helping you achieve your financial goals. Trustworthy and reliable, this institution is committed to providing top-notch financial services to clients in the Melville area and beyond.

Intellectual Capital - Ameriprise Financial Services, LLC, located at 48 South Service Road, Melville, New York, United States, is a finance institution dedicated to helping individuals achieve their financial goals. Whether you are planning for retirement, education, or a major purchase, our team of advisors will provide personalized investment recommendations based on your goals and risk tolerance. We offer regular meetings to review and adjust your financial plan as needed, ensuring that you stay on track towards your objectives. With easy access to your investments and accounts from any device, you can track your progress and communicate securely with us at any time. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial aspirations. Visit our website for background and qualification information, and explore the Retirement InteractiveSM tool to address common retirement concerns. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we adhere to strict privacy and security regulations to protect your information. Contact us today to discuss your financial priorities and start planning for a secure future.

Royal Alliance Associates is a leading financial institution located at 48 South Service Road in Melville, New York. As a premier provider of financial services in the United States, Royal Alliance Associates offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced and knowledgeable financial advisors, Royal Alliance Associates is dedicated to providing personalized and comprehensive financial planning services to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Royal Alliance Associates is committed to helping you navigate the complexities of the financial world and secure your financial future.

Merrill Lynch Financial Advisor Alicia L Ruberti, located at 1305 Walt Whitman Road in Melville, New York, is a trusted finance institution dedicated to helping clients prioritize and pursue their financial goals. With over a decade of experience in the financial services industry, Alicia Ruberti joined Merrill Lynch Wealth Management in 2010 and is committed to providing personalized financial strategies tailored to each client's needs. As a graduate of Adelphi University and a Long Island resident since 2003, Alicia combines the investment insights of Merrill with the banking convenience of Bank of America to offer guidance in investments, retirement planning, insurance, education funding, wealth transfer strategies, and banking services. With a focus on goals-based wealth management, Alicia works to provide exceptional care and service for her clients.

Jeffrey Kemp - Financial Advisor at Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, is a finance institution that prioritizes your individual financial goals. Jeffrey provides personalized investment recommendations based on your unique goals and risk tolerance, helping you track your progress and adjust your approach as needed. With easy access to your accounts and investments from any device, Jeffrey ensures that you are always informed and in control of your financial future. Schedule a complimentary initial consultation to learn more about how Jeffrey can help you achieve your financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing you with peace of mind and security in your financial decisions.

Merrill Lynch Financial Advisor Peggy Mahoney is a trusted finance institution located at 300 Broadhollow Road, Melville, New York, United States. Peggy Mahoney is an accessible, knowledgeable, and experienced financial advisor who is dedicated to building strong relationships with her clients. With over 25 years of experience advising small business owners, nonprofit institutions, and high net worth individuals, Peggy Mahoney brings a unique disciplined high touch approach to her practice. She focuses on building deep connections with her clients and being the center of their household's financial decision-making team. Peggy Mahoney graduated from Queens College with a degree in Accounting and has a passion for helping clients make important financial decisions. She offers a comprehensive approach to managing wealth by getting to know her clients, their families, financial situations, and what matters most to them. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Peggy Mahoney helps address various aspects of her clients' financial lives.

Merrill Lynch Private Wealth Advisor Marc Russell Stenzler, located at 300 Broadhollow Road in Melville, New York, offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team within Merrill Private Wealth Management, provides personalized service to a limited number of clients and families with integrity and excellence. The team at the Palermo Frangas Group is dedicated to making clients' lives better by offering strategies designed to help them achieve their financial goals. With a focus on high-net-worth clients, the team helps individuals, families, business owners, and executives navigate the complexities of managing substantial wealth.

Merrill Lynch Financial Advisor Aaron K Donato is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. They prioritize starting every relationship with a conversation to identify and prioritize your financial goals. Whether you are looking to transfer wealth to the next generation, customize your financial approach to pursue your passions, or receive advice on staying informed, they are dedicated to listening and learning more about you and your family. Using research in behavioral finance, Merrill has developed an Investment Personality Assessment to understand your investing preferences and help tailor a financial approach that aligns with your goals. They believe in helping you make investment decisions that can lead to achieving personally meaningful objectives, whether it's planning for retirement, purchasing a home, funding education, or passing on wealth to future generations.

Merrill Lynch Private Wealth Advisor Charles P Donnelly, located at 300 Broadhollow Road, Melville, New York, United States, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team within the institution, serves a limited number of clients and families with integrity and excellence. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. The institution takes pride in advisors who have received recognition from financial industry publications or Bank of America Corporation for exemplary client service. The team specializes in helping individuals, families, business owners, and executives achieve their financial goals through a goals-based wealth management approach. The team, led by Luca Palermo and Nick Frangas, offers a sophisticated suite of services, including portfolio design, significant transaction oversight, and tailored financial solutions. They prioritize exceptional service, strong communication, and a personalized client experience to help clients navigate the complexities of managing substantial wealth. The team is committed to providing impeccable service and creating a special experience for a select group of families.

Merrill Lynch Financial Advisor Jeffrey Wang is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Our mission is to understand you and what matters most to you, in order to design and implement a personalized financial plan to help you pursue your goals and manage investment risk. We believe in a client-centered approach that focuses on turning your aspirations into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop a customized approach to address your financial needs. Our team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. We offer advice and guidance to help you achieve your goals, with a focus on long-term success and short-term opportunities. Let's work together to help you achieve your financial aspirations.

Robert Campbell - TIAA Wealth Management Advisor is a reputable finance institution located at 58 South Service Road in Melville, New York. As a trusted advisor, Robert Campbell provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and offering tailored solutions, Robert Campbell - TIAA Wealth Management Advisor is committed to helping individuals and families secure their financial future. Visit their office in Melville, New York to learn more about their comprehensive financial planning services.

Brett A. Jacobson - Morgan Stanley Financial Advisor is a leading financial institution located at 58 South Service Road in Melville, New York, United States. As a trusted financial advisor with Morgan Stanley, Brett A. Jacobson offers expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Brett A. Jacobson is dedicated to providing top-notch financial services and guidance. Contact us today to schedule a consultation and take control of your financial future.

Merrill Lynch Financial Advisor Richard L Morse is a reputable finance institution located at 1305 Walt Whitman Road in Melville, New York, United States. As a trusted financial advisor, Richard L Morse provides personalized financial planning and investment services to help clients achieve their financial goals. With a strong commitment to excellence and a wealth of experience in the finance industry, Merrill Lynch Financial Advisor Richard L Morse is dedicated to helping clients make informed decisions about their finances and secure their financial future.

Bank of America Private Client Advisor Frances Beiro is located at 300 Broadhollow Road in Melville, New York, United States. Frances Beiro is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank. She focuses on developing long-lasting relationships with clients to help them manage their wealth effectively and with care. Frances is committed to acting as a fiduciary, always looking out for the best interests of her clients. She specializes in helping families build lasting legacies and offers a range of services including investments, wealth strategy, trust and estate planning, and banking. Frances also works with nonprofit organizations to help them achieve financial stability and long-term growth. She is dedicated to giving back to the community and is involved in various organizations such as Circulo de la Hispanidad and the Women's Exchange. With a background in finance and a strong network of relationships, Frances is able to provide clients with the resources they need to reach their financial goals.

The Russell Wealth Management Group - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. With a focus on wealth management, this institution offers a range of financial services to help clients achieve their financial goals. Their team of experienced professionals provides personalized advice and strategic planning to help clients navigate the complexities of the financial market. Whether you are looking to grow your investments, plan for retirement, or protect your assets, The Russell Wealth Management Group - UBS Financial Services Inc. is dedicated to helping you secure a stable financial future.

Douglas Graham - UBS Financial Services Inc. is a reputable financial institution located at 58 South Service Road in Melville, New York, United States. As a branch of UBS Financial Services Inc., they offer a wide range of financial services to individual and corporate clients, including wealth management, investment advisory, and financial planning. With a team of experienced professionals, Douglas Graham - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial solutions to help clients achieve their financial goals.

Mark T Greco - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services to help clients achieve their investment goals. With a team of experienced professionals, Mark T Greco - Morgan Stanley provides personalized financial advice and solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Bank of America Private Client Advisor Terence J McLaughlin, located at 300 Broadhollow Road, Melville, New York, United States, is a finance institution led by Managing Director Terry McLaughlin. With over three decades of experience, Terry and his team of specialists provide personalized wealth management strategies for nonprofits, business owners, and high-net-worth families. They offer services such as investment management, specialty asset management, philanthropy, trust and estate planning, and banking. Terry's goal is to establish lasting relationships with clients, guiding them through the challenges and opportunities that come with significant wealth. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust, personal experience, and a commitment to putting clients' goals first. They offer innovative financial strategies to help clients navigate evolving markets and changing environments. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions.

Kleiman Wealth Management Group - UBS Financial Services Inc. is a prominent finance institution located at 58 South Service Road in Melville, New York, United States. With a focus on providing comprehensive wealth management services, the team at Kleiman Wealth Management Group offers personalized financial solutions to help clients achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, the experienced professionals at this institution are dedicated to providing top-notch financial guidance and support.

Merrill Lynch Private Wealth Advisor Gianluca Palermo, located at 300 Broadhollow Road, Melville, New York, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team of private wealth advisors, offers personalized services based on trust and integrity. Recognized for their exemplary client service, the advisors at Merrill Private Wealth Management strive to help clients achieve their financial goals through a goals-based wealth management approach. The team at the Palermo Frangas Group, led by partners Luca Palermo and Nick Frangas, has received national accolades for their commitment to providing a special kind of experience for a select group of families. They work closely with individuals, families spanning multiple generations, business owners, and executives to address the complexities that come with managing significant wealth. With a focus on proactive wealth preservation and transfer, the team is dedicated to helping clients navigate key decision points and resolve any obstacles they may encounter.

Robert Casolaro is a highly experienced Wealth Management Advisor at TIAA, located at 58 South Service Road in Melville, New York. With a strong background in finance, Robert provides expert financial advice and personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to build your wealth, Robert Casolaro can provide the guidance and expertise you need. Contact him today to schedule a consultation and start building a secure financial future.

Maria G DeGennaro is a financial advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road in Melville, New York, United States. She offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Maria documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and accounts securely from any device. If you have questions or want to schedule a complimentary initial consultation, contact Maria. Background and qualification information is available on FINRA's BrokerCheck website. The institution focuses on important goals such as retirement, education, and major purchases. Clients can explore the Retirement Interactive tool to address common retirement questions and challenges.

Stephen Kaplan - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States. With a strong reputation for providing top-tier financial services, Stephen Kaplan - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions to individuals, families, and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Stephen Kaplan - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you achieve financial success.

David Flynn - TIAA Financial Consultant is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. As a trusted TIAA financial consultant, David Flynn provides expert advice and personalized financial solutions to help clients achieve their financial goals. With a strong focus on customer service and a commitment to excellence, David Flynn - TIAA Financial Consultant is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.

Caufield Wealth Management Group - UBS Financial Services Inc. is a renowned financial institution located at 58 South Service Road in Melville, New York, United States. As a leading wealth management group, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Caufield Wealth Management Group provides personalized investment strategies, retirement planning, estate planning, and more. Trustworthy and reliable, they are committed to helping their clients secure their financial future.

Kristi A Rossy is the Associate Manager at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. As a finance institution, Kristi provides investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can schedule complimentary initial consultations to discuss retirement planning, education savings, major purchases, and more. Regular meetings are held to review progress, update strategies, and track goal achievement. Clients have secure access to their investments and accounts from any device. Kristi Rossy is registered with FINRA and can conduct securities business in specific states. Ameriprise Financial Services, LLC offers a range of investment products and services, with a focus on helping clients build a confident financial future. Privacy and security are a top priority, and clients can refer friends and family members to receive personalized financial guidance from Kristi.

Merrill Lynch Financial Advisor Todd C Russell, located at 300 Broadhollow Road, Melville, New York, offers personalized financial planning services to help clients achieve their retirement goals and ensure their assets last a lifetime. With over 25 years of experience in the financial services industry, Todd Russell focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. As a Vice President and Senior Financial Advisor, Todd works with individuals and families to understand their financial situation, risk tolerance, and long-term objectives, recommending personalized financial strategies aligned with their aspirations. Supported by the global resources of Merrill Lynch, Todd's team is dedicated to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, clients can develop a customized plan centered on their goals and focused on achieving their desired financial outcomes. Todd believes in a client-centered approach, focusing on solutions that can turn goals into reality and help manage investment risk. By understanding clients' aspirations and financial needs, Todd helps design and implement personalized plans to help clients pursue their financial goals while considering future wealth management and legacy planning. With access to the investment insights of Merrill and banking solutions from Bank of America, Todd works with clients to develop an approach tailored to their financial needs. By utilizing the Investment Personality Assessment, Todd can gain a deeper understanding of clients' investing preferences and customize financial strategies to align with their priorities. As clients' lives and goals evolve, Todd ensures their financial approach reflects these changes, helping them stay on track to achieve what matters most to them. By getting to know clients personally and understanding their unique needs, Todd can create a financial approach that reflects their personality and helps them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Todd helps clients navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship with clients, Todd helps guide them along their financial journey, addressing each question and decision with personalized care and expertise. Todd Russell is registered to do business in multiple states, offering investment insights, tips, and strategies to help clients live their best financial life. Please consult legal and tax advisors before making any financial decisions, as investing involves risk and past performance does not guarantee future results. Contact Merrill Lynch Financial Advisor Todd C Russell to start building a customized financial plan tailored to your unique goals and priorities.

Northwestern Mutual: Charles Valenti is a finance institution located at 400 Broadhollow Road in Melville, New York, United States. As a branch of Northwestern Mutual, this institution offers a range of financial services such as insurance, investments, and financial planning. With a focus on helping clients achieve their financial goals and secure their future, Northwestern Mutual: Charles Valenti provides personalized and comprehensive financial solutions tailored to each individual's needs. Whether you are looking to protect your assets, grow your wealth, or plan for retirement, the experienced professionals at Northwestern Mutual: Charles Valenti are dedicated to helping you navigate the complexities of the financial world and make informed decisions for your financial well-being.

Merrill Lynch Financial Advisor Gary M Kogel, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to helping clients achieve their financial goals. The institution believes in starting every relationship with a conversation to understand the client's priorities. By listening to the client's needs and goals, the institution can customize a financial approach to help them pursue what matters most. Utilizing research in behavioral finance, Merrill Lynch offers an Investment Personality Assessment to help understand the client's investing preferences. This assessment allows the institution to develop a personalized financial approach tailored to the client's goals. With access to investment insights and banking solutions, Merrill Lynch works with clients to address their financial needs and help them manage, grow, and preserve their wealth.

Bostwick Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 515 Broadhollow Road, Melville, New York, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients receive regular progress reviews, updates to their financial approach, and secure access to their investments and accounts from any device. The institution provides a complimentary initial consultation to discuss financial goals and offers insights into the current market trends. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations for client privacy and security. Clients can expect personalized financial planning concepts and ongoing support to help them achieve their financial goals.