Finance services in Huntington, New York

Edward Reilly is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 445 Broadhollow Road in Melville, New York, United States. Specializing in finance, Edward Reilly holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover a wide range of topics such as asset management, estate planning, investment strategies, and retirement planning. Additionally, Edward Reilly is trained in Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and Certified Estate Planner™. With expertise in exit planning, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), and more, Edward Reilly is committed to providing comprehensive financial planning services to clients.

Andrew Drost is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1 Huntington Quadrangle in Melville, New York, United States. Specializing in finance, Andrew Drost 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 Andrew Drost's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and continuing education, Andrew Drost provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for advice on investments, insurance products, estate planning, or retirement income, Andrew Drost is dedicated to helping clients achieve their financial goals.

Sean Bostwick - Financial Advisor, Ameriprise Financial Services, LLC, located at 515 Broadhollow Road, Melville, New York, United States, is a finance institution offering a range of specialized certifications and designations to provide expert financial advice. The institution offers certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 cover a wide range of financial planning topics and are designed to provide clients with expert advice tailored to their specific needs. The institution is committed to upholding high ethical standards and providing comprehensive financial planning services to individuals and businesses.

Melody Yr Graham is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road, Melville, New York, United States. Melody holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Melody provides tailored financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, tax planning, or retirement strategies, Melody Yr Graham is dedicated to helping you achieve your financial goals.

Michael J Ciccarelli is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road, Melville, New York, United States. Michael holds various certifications such as 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various individuals and businesses. As a trusted financial advisor, Michael is committed to providing comprehensive and personalized financial solutions to help clients achieve their financial goals.

Ira Miller is a financial advisor at Ameriprise Financial Services, LLC located at 145 Pinelawn Road in Melville, New York. As a finance institution, Ameriprise offers personalized financial planning services to help clients achieve their financial goals. Each advisor at Ameriprise has their own "Top areas of focus" to cater to the specific needs of their clients. You can review the backgrounds, credentials, and experience of the advisors to find the best fit for your financial goals. To get started, you can fill out a "Request consultation" form to connect with Ira Miller or any other desired advisor. They will reach out to you to schedule a complimentary initial consultation to discuss your financial needs and create a customized plan to help you reach your goals.

Thomas J Morra is a financial advisor at Ameriprise Financial Services, LLC located at 1 Huntington Quadrangle, Melville, New York, United States. He 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®, Chartered Financial Analyst®, CFP®, 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 his expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. Thomas J Morra is dedicated to providing high-quality financial advice and services to individuals and businesses, helping them achieve their financial goals.

Robert Pecoraro - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. Robert Pecoraro holds various certifications such as 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 expertise in various areas of financial planning, including asset management, estate planning, retirement planning, and investment management. Robert Pecoraro is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Robert Pecoraro - Financial Advisor, Ameriprise Financial Services, LLC for expert guidance on your financial goals.

Lev Brickman - Financial Advisor, Ameriprise Financial Services, LLC, located at 200 Broadhollow Road, Melville, New York, United States, is a reputable finance institution offering a wide range of financial services. Lev Brickman holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. The institution also specializes in providing advice and support for individuals with specific financial needs such as domestic partnerships, estate planning, retirement, and high net worth clients. Lev Brickman is dedicated to upholding the highest standards of ethics and professionalism in the financial industry, providing clients with expert guidance and personalized financial solutions.

Prime Legacy Advisor Group - Ameriprise Financial Services, LLC is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. Recognized as the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023, we offer complimentary initial consultations to help clients achieve their financial goals. Our experienced advisors provide personalized investment recommendations based on individual goals and risk tolerance, regularly reviewing and updating strategies as life changes. Clients can access their investments and accounts securely from any device. We prioritize what matters most to you, whether it's retirement planning, education savings, or other financial goals. Schedule a consultation today to learn more about how we can help you achieve financial success. Please note that our advisors are registered to do business in certain U.S. states, and we cannot guarantee future financial results. Visit our website for important disclosures and regulations. Trust Ameriprise Financial Services, LLC to help you and your loved ones achieve financial security.

Bryant Weintraub, Branch Manager at Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. With certifications such as AAMS, ADPA, AEP, AIF, APMA, AWMA, and many more, Bryant Weintraub and his team are equipped to provide expert advice and guidance on asset management, investment strategies, estate planning, retirement planning, and more. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for domestic partnerships or military service, Bryant Weintraub and his team have the knowledge and expertise to help you achieve your financial goals. With a commitment to ethical practices and ongoing education, Bryant Weintraub is dedicated to providing top-notch financial services to clients in the New York area and beyond.

Kristin Bay - Ameriprise Financial Services, LLC is a finance institution located at 200 Broadhollow Road in Melville, New York, United States. Each advisor at Ameriprise has their own “Top areas of focus” which you can review to see how it aligns with your financial goals. You can also check out their backgrounds, credentials, and experience to make an informed decision. To connect with your desired advisor, simply fill out the “Request consultation” form and they will reach out to you to schedule a complimentary initial consultation.

Fitzpatrick Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. As a part of the globally recognized UBS Financial Services Inc., Fitzpatrick Wealth Management offers a wide range of financial services to help clients achieve their wealth management goals. With a team of experienced professionals and a commitment to personalized service, they provide tailored financial solutions to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Fitzpatrick Wealth Management is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

ACVG Associates - Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, is a finance institution dedicated to helping individuals achieve their financial goals. With a focus on personalized advice and tailored investment strategies, our team of advisors works closely with clients to create a plan that aligns with their individual goals and risk tolerance. We offer regular meetings to review progress, update strategies as life changes, and track progress towards financial objectives. Clients can access their investments and accounts securely from any device, allowing for easy monitoring of their financial goals. Our services include investment recommendations, asset allocation, and portfolio management to help clients reach their desired outcomes. We also provide educational resources and insights on market trends to keep clients informed and empowered in their financial decision-making.

Joseph Fitzpatrick - UBS Financial Services Inc. is a leading financial institution located at 58 South Service Road in Melville, New York, United States. As part of the renowned UBS Financial Services Inc., the institution offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors and experts, Joseph Fitzpatrick - UBS Financial Services Inc. provides personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, retirement planning, or estate planning services, you can trust Joseph Fitzpatrick - UBS Financial Services Inc. to provide you with professional and reliable financial guidance.

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.

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.

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.

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.

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.

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.

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.

The Tringle, Sangirardi, Miller, Marinaccio Group at Ameriprise Financial Services, LLC is a finance institution located at 145 Pinelawn Road in Melville, New York, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch with us. We provide investment, asset allocation, and portfolio recommendations based on your individual goals and risk tolerance. Our team documents your goals, meets regularly to review your progress, and updates your approach as life changes. You can access your investments and accounts from any device securely. Our financial advisors are registered to do business in certain U.S. states. We offer an initial consultation to discuss financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. We are committed to helping your friends and family achieve their financial goals. Feel free to refer them to us, and we will reach out to them soon.

Ameriprise Financial Services, Inc. is a renowned finance and insurance agency located at 445 Broadhollow Road in Melville, New York, United States. With a commitment to providing top-notch financial planning and insurance solutions, Ameriprise is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of services, including retirement planning, investment management, estate planning, and insurance coverage. Whether you are looking to secure your financial future or protect your assets, Ameriprise Financial Services, Inc. is here to guide you every step of the way.

John Creeron - Ameriprise Financial Services, LLC is a finance institution located at 145 Pinelawn Road, Melville, New York, United States. They prioritize your goals, whether it's retirement, education, or a major purchase. They provide personalized investment and portfolio recommendations based on your goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track your journey towards your goals. You can access your investments and accounts from any device securely. They offer complimentary initial consultations to help you get started on a confident financial future. Securities are offered by Ameriprise Financial Services, LLC, a registered investment adviser. John Creeron is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. They value referrals and aim to help your friends and family achieve their financial goals. Feel free to reach out to schedule a meeting to discuss what's important to you.

Rosica Wealth Management Group - UBS Financial Services Inc. is a renowned finance institution located at 58 South Service Road in Melville, New York, United States. With a strong commitment to providing top-notch financial services, the institution offers a wide range of wealth management solutions tailored to meet the unique needs of their clients. From investment planning to retirement strategies, the team at Rosica Wealth Management Group - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth or protect your assets, you can trust in the expertise and professionalism of this esteemed institution.

Jeffrey Rudner - 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-notch financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, the experienced team at Jeffrey Rudner - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial advice tailored to your individual needs. Trustworthy, reliable, and committed to excellence, this institution is the go-to destination for all your financial needs.

Robert Ackerman - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. With a strong emphasis on providing top-notch financial services to its clients, the institution is known for its expertise in wealth management, investment advisory, and financial planning. The team at Robert Ackerman - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. With a commitment to excellence and integrity, this institution is a trusted partner for those seeking sound financial advice and solutions.

The Empire Group - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals. With a strong reputation for excellence and integrity, The Empire Group - UBS Financial Services Inc. is committed to delivering top-notch financial services to individuals, families, and businesses.