The 30 Best Family wealth in Melville, New York

The Patterson Safarik Group at Morgan Stanley is a leading finance institution located at 58 South Service Road in Melville, New York. Our team of experienced professionals provides comprehensive financial services to help individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, our team is dedicated to providing personalized solutions tailored to your specific needs. With a commitment to excellence and a focus on building long-term relationships, The Patterson Safarik Group at Morgan Stanley is your trusted partner in financial success.

Prospect Financial Services LLC is a leading finance institution located at 445 Broadhollow Road in Melville, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Prospect Financial Services LLC is your trusted partner in financial success.

Procyon Partners, LLC is a finance institution located at 225 Broadhollow Road in Melville, New York. Specializing in financial services, Procyon Partners offers a wide range of investment strategies and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Procyon Partners is dedicated to providing comprehensive financial planning and investment guidance to individuals, families, and businesses. Contact Procyon Partners today to learn more about how they can help you secure your financial future.

The Cypress Group, a division of Morgan Stanley, is a leading financial institution located at 58 South Service Road in Melville, New York. With a focus on providing top-tier financial services and guidance, The Cypress Group offers a wide range of investment solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, our team of experienced professionals is dedicated to providing personalized strategies tailored to your unique needs. Trust The Cypress Group at Morgan Stanley to help you navigate the complexities of the financial world and secure a prosperous future.

Alex Zourides, CFP, Inc is a finance institution located at 734 Walt Whitman Road in Melville, New York, United States. Specializing in financial planning and wealth management, our team of Certified Financial Planners is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expertise in investment strategies, retirement planning, and estate planning, we strive to provide our clients with the tools and guidance needed to secure their financial future. Contact us today to schedule a consultation and start planning for tomorrow.

Treebrook Financial Group is a reputable finance institution located at 520 Broadhollow Road in Melville, New York. Specializing in a wide range of financial services, Treebrook Financial Group is committed to providing personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer expert advice and guidance to help clients make informed decisions about investments, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or secure your financial future, Treebrook Financial Group is dedicated to helping you succeed.

Trivium Point Advisory, located at 41 Pinelawn Road in Melville, New York, is a finance institution that is excited to welcome Paradigm Financial Partners and Lyons & Lyons, CPAs to their team. They specialize in connecting people, processes, and finances to provide essential financial strategies through wealth management, tax and accounting, and business advisory services all under one roof. Dedicated to individuals seeking an experienced and central advisor for their financial needs, Trivium Point Advisory offers a specialized experience that combines wealth management, accounting, and business advisory services for those who value financial stewardship. Their goal is to help clients understand their numbers and create a personalized financial roadmap to work towards their financial goals.

Merrill Lynch Financial Advisor Philip Siegel is located at 1305 Walt Whitman Road in Melville, New York, United States. With a focus on wealth planning, Phil brings innovative ideas to successful individuals in various industries, such as sports and entertainment, technology, and healthcare. He is dedicated to building strong relationships with his clients and helping them make important financial decisions for themselves and their families. Phil is a Certified Financial Planner™ and Chartered Retirement Planning CounselorSM, with a Bachelor's degree in Finance from The George Washington University. He believes in a defined process for building wealth, emphasizing strategies that can create long-term results. Phil works closely with clients to understand their goals, risk tolerance, and investment objectives, creating personalized asset allocation plans that may include dividend-paying stocks, technology companies, ETFs, and alternative investments.

Lori DiGangi - UBS Financial Services Inc. is a finance institution located at 58 South Service Road in Melville, New York, United States. Specializing in financial services, they provide expert advice and guidance to clients looking to manage their wealth and investments effectively. With a team of experienced professionals, Lori DiGangi - UBS Financial Services Inc. offers personalized solutions tailored to meet the unique needs and goals of each individual client. Their commitment to excellence and dedication to helping clients achieve financial success sets them apart as a trusted partner in the world of finance.

Merrill Lynch Financial Advisor PATRICK CONROY, located at 1305 Walt Whitman Road in Melville, New York, is dedicated to managing your wealth with a personalized approach. By understanding your financial goals and priorities, Patrick Conroy can create a flexible strategy tailored to your needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, he can help you pursue your financial goals through personalized wealth management strategies. Conroy is committed to participating in the community and volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and aspirations. By taking the time to get to know you and your investment style, Patrick Conroy can prioritize your goals and create an individualized plan to reflect your needs. With a focus on proactive communication and personalized service, he aims to exceed your expectations and help you achieve financial success. Whether you're planning for retirement, buying a home, or funding education, Conroy's personalized approach can help you navigate the complexities of the financial market and guide you towards your goals. As a Merrill Lynch Wealth Management Advisor, he offers personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals. With a commitment to staying on track and adapting to changes in your life, Conroy can help you achieve your financial aspirations. Contact Merrill Lynch Financial Advisor PATRICK CONROY to start building your personalized financial strategy today.

Pelkonen and Associates is a reputable institution located at 425 Broadhollow Road in Melville, New York. With a team of experienced professionals, they offer a wide range of services including financial planning, investment management, and retirement planning. Their personalized approach and commitment to client satisfaction set them apart in the industry. Whether you are looking to secure your financial future or grow your wealth, Pelkonen and Associates can help you achieve your goals. Contact them today to schedule a consultation and take the first step towards a brighter financial future.

Tony Gomez CFP Northwestern Mutual is a finance institution located at 400 Broadhollow Road in Melville, New York. Specializing in financial planning and wealth management, our team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, we provide comprehensive financial solutions tailored to each individual's unique needs. Trust Tony Gomez CFP Northwestern Mutual to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Brian J Campbell, located at 300 Broadhollow Road in Melville, New York, offers a wide range of financial services to clients in the United States. With over 35 years of experience, Brian provides concierge service and guidance to a variety of clients including Endowments, Charitable organizations, Corporate Executives, Family Trusts and Individual Investors. Through a goals-based approach and access to specialists in various areas, Brian tailors investment strategies and risk management solutions to meet the unique needs of each client. Brian holds several FINRA registrations and designations, including Chartered Retirement Planning Counselor (CRPC) and Senior Portfolio Advisor. He is actively involved in various charitable organizations and brings a wealth of experience and expertise to his clients. With the support of the Bank of America Private Bank, Brian and his team provide specialized services in wealth structuring, estate planning, philanthropy, and investment management.

William Spencer is a prestigious finance institution located at 290 Broadhollow Road in Melville, New York. With a reputation for excellence and expertise in the financial industry, William Spencer offers a wide range of services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management, or assistance with financial planning, the knowledgeable team at William Spencer is dedicated to helping you achieve your financial goals. With a commitment to integrity and personalized service, William Spencer is the go-to institution for all your financial needs in the United States.

Insignis Financial Group LLC is a leading finance institution located at 200 Broadhollow Road in Melville, New York, United States. Specializing in a wide range of financial services, including investment management, financial planning, and wealth management, Insignis Financial Group LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, clients can trust Insignis Financial Group LLC to provide expert guidance and support for all their financial needs.

Elm Financial Group is a leading finance institution located at 520 Broadhollow Road in Melville, New York, United States. With a strong reputation for providing top-notch financial services, Elm Financial Group offers a wide range of financial solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, Elm Financial Group has a team of experienced professionals ready to help you achieve your financial goals. Visit Elm Financial Group today and experience the difference that personalized financial guidance can make in your life.

Paul Marasciullo is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road, Melville, New York, United States. Paul holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Paul's expertise in asset management, estate planning, retirement planning, investment management, and more. As a Financial Advisor, Paul Marasciullo is dedicated to providing comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals and secure their financial future.

Christopher Mirandi, a financial advisor with Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, offers comprehensive wealth management services through the Siena Wealth Advisory Group. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, Christopher Mirandi provides expert guidance on navigating the current bull market and maximizing investment opportunities. Potential clients can schedule a complimentary initial consultation to gain insight into financial planning concepts and explore personalized strategies for achieving their goals. With a focus on building lasting relationships and delivering exceptional service, Christopher Mirandi is dedicated to helping individuals and families secure a more confident financial future.

Michael Uvenio, a financial advisor at Ameriprise Financial Services, LLC, located at 200 Broadhollow Road, Melville, New York, offers personalized wealth management services. Ameriprise has been recognized as the overall winner in the wealth manager category in the Kiplinger Readers’ Choice Awards 2023. With a focus on client goals and financial planning concepts, Ameriprise is known as one of the most trusted wealth management companies. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Michael Uvenio is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Take the next step towards a more confident financial future by scheduling a complimentary initial consultation with Ameriprise Financial. Please note that investment products involve risks and Ameriprise cannot guarantee future financial results. Privacy and security are a top priority at Ameriprise, with rules and regulations in place to protect clients' information. Refer friends and family to Michael Uvenio for assistance in achieving their financial goals.

Merrill Lynch Financial Advisor Jann Trefny is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The financial advisor focuses on your family, goals, and priorities, adapting to changes over time. By starting with a conversation to identify your most important goals, the institution helps you make investment-related decisions tailored to your needs. The Investment Personality Assessment helps customize your financial approach, while the Merrill Personal Wealth Analysis™ builds a personalized plan centered on your goals. The institution believes in staying connected with you to adapt to changes in your life and the financial markets. With a focus on understanding what matters most to you, Merrill Lynch Wealth Management Advisors help you build a customized investment approach to reach your goals. The institution offers a range of services, from investment strategies to comprehensive financial solutions, to help you achieve financial success.

Merrill Lynch Financial Advisor Tyler E Alvarez is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. The institution takes a personalized approach to understanding your life priorities and creating a customized financial plan tailored to you, your family, and your goals. The Miranda Wealth Management Group, where Tyler E Alvarez works, utilizes a holistic investing approach focused on integrity, attention, and hard work. They collaborate with tax advisors and attorneys to ensure the best interest of the client is always a priority. With a commitment to excellence, they offer tailored strategies for high net worth individuals, families, and businesses to help meet both short-term and long-term financial goals. Their services include investment management, retirement analysis, insurance, trust and estate planning, and lending, supported by the resources of Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A. The institution believes in developing strategies that help clients build wealth while reducing risk and volatility, with a focus on helping clients pursue their goals. They offer personalized financial approaches designed to address individual needs, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. The team at Merrill Lynch Financial Advisor Tyler E Alvarez is dedicated to building strong client relationships based on trust and personalized service, with a commitment to helping clients achieve what matters most to them.

Joseph Marinaccio, a Financial Advisor at Ameriprise Financial Services, LLC located in Melville, New York, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and more, Joseph Marinaccio is equipped to provide expert advice on asset management, estate planning, retirement planning, and investment opportunities. Whether you are a retiree, small business owner, or high net worth individual, Joseph Marinaccio can help you navigate the complexities of financial planning. With a focus on ethical practices and continuing education, Joseph Marinaccio is committed to providing clients with the highest level of service and expertise. Contact Joseph Marinaccio today to discuss your financial goals and create a customized plan for your financial future.

Merrill Lynch Financial Advisor Daniel Jason Sporn, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to understanding your unique financial goals and designing personalized plans to help you achieve them. With a focus on potential solutions that turn goals into reality, the institution offers access to the investment insights of Merrill and banking solutions from Bank of America. The team of experienced professionals at Merrill works to deliver custom strategies that balance risk and reward, ensuring that your financial approach is tailored to your individual needs and priorities. By regularly reviewing and updating your approach as your life and goals change, Merrill Lynch Financial Advisor Daniel Jason Sporn aims to help you stay on track towards achieving what matters most to you. With a commitment to building strong client relationships based on trust and personalized service, the institution offers a range of services to help you reach your financial goals, whether you're planning for retirement, saving for a home, or funding a child's education. Let Merrill Lynch Financial Advisor Daniel Jason Sporn help you navigate the complexities of your financial life and create a customized investment approach to address your needs and pursue your goals.

Donald Johannes is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. Donald specializes in asset management, retirement planning, estate planning, investment strategies, and insurance products. He is dedicated to providing comprehensive financial advice and solutions to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and expertise, Donald Johannes is committed to helping clients achieve their financial goals and secure their financial future.

Douglas Aber is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. Douglas Aber holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics such as asset management, investment strategies, estate planning, retirement planning, and more. Douglas Aber is dedicated to providing expert financial advice to individuals, retirees, small business owners, and high net worth clients, ensuring that their financial needs are met with professionalism and integrity.

John Bellontine Financial Advisor is a reputable finance institution located at 105 Maxess Road in Melville, New York, United States. With years of experience and expertise in financial planning and investment management, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, John Bellontine Financial Advisor is committed to providing personalized and strategic financial advice tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Merrill Lynch Financial Advisor Raymond A Miranda, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution that prioritizes understanding your life goals and aspirations. The Miranda Wealth Management Group takes a holistic approach to investing, focusing on integrity, attention, and hard work. They collaborate with clients to create personalized financial plans tailored to each individual's needs, working closely with tax advisors and attorneys to ensure the best outcomes. The institution offers a range of services, including investment management, retirement analysis, insurance, trust and estate planning, and lending, supported by the resources of Merrill Lynch Wealth Management and Bank of America. The team is dedicated to helping high net worth individuals and their families achieve both short-term and long-term financial goals while reducing risk and volatility. With a focus on building wealth and preserving assets, the institution believes in creating a financial approach that aligns with each client's unique priorities. By combining expertise with leading research, they strive to help clients reach their financial objectives. The institution has received recognition for exemplary client service from Forbes, showcasing their commitment to providing personalized and trustworthy financial advice. Clients can expect a personalized approach that reflects their goals and values, with regular check-ins to ensure their financial plan remains aligned with their changing needs. Merrill Lynch Financial Advisor Raymond A Miranda is dedicated to helping clients achieve their financial goals through a personalized and comprehensive approach.

Ralph Haebich - Financial Advisor, located at 200 Broadhollow Road in Melville, New York, offers personalized financial services through Ameriprise Financial Services, LLC. With a focus on your individual goals and risk tolerance, Ralph provides investment, asset allocation, and portfolio recommendations to help you achieve financial success. Regular meetings and progress reviews ensure that your approach is updated as life changes. You can easily access your investments and track your progress towards your goals from any device. Schedule a complimentary initial consultation to learn more about how Ralph can help you reach your financial objectives. With a commitment to transparency and client satisfaction, Ralph Haebich is registered to conduct securities business in multiple states. Don't hesitate to refer friends or family members to Ralph for expert financial guidance. Member FINRA and SIPC, Ameriprise Financial Services, LLC prioritizes privacy and security for all clients.

Wendy Gorman - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 145 Pinelawn Road, Melville, New York, United States. Wendy Gorman offers personalized financial advice to help clients prepare for their future goals, whether it's saving for college, planning for retirement, or making smart investments. By understanding each client's unique needs and risk tolerance, Wendy helps them feel more confident and in control of their financial life. If you have questions or would like to schedule a complimentary initial consultation, get in touch with Wendy Gorman. You can also visit FINRA's BrokerCheck website for background and qualification information. Ameriprise Financial Services, LLC provides investment products and services, and Wendy Gorman may conduct securities business with residents of specific states where she is properly registered.

Justin Andreoli is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. With a focus on helping clients reach their financial goals, Justin has a background in finance and a wealth of experience in the industry. Each Ameriprise advisor, including Justin, has their own areas of focus, so you can choose the approach that best aligns with your needs. You can review Justin's credentials and experience on the Ameriprise website, and fill out a consultation request form to schedule a complimentary initial consultation with him. Take the first step towards achieving your financial goals by connecting with Justin Andreoli today.