TOP 30 Financial planning expertise in Melville, New York

96 results found

The Financial Consulting Group - UBS Financial Services Inc. is a leading financial institution located at 58 South Service Road in Melville, New York, United States. Specializing in finance, the institution offers a wide range of services including financial planning, investment management, and wealth management. With a team of experienced financial advisors, The Financial Consulting Group - UBS Financial Services Inc. provides personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, this institution is dedicated to providing expert guidance and support.

Anthony Stella is a Financial Advisor at Ameriprise Financial Services, LLC located at 48 South Service Road, Melville, New York, United States. Anthony holds various certifications and designations 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Anthony is dedicated to providing comprehensive financial services to individuals and small business owners.

Jeffrey Kushner - Prudential Financial is a reputable finance and insurance agency located at 445 Broadhollow Road in Melville, New York, United States. With a strong focus on providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Their team of experienced professionals offers personalized guidance and tailored recommendations to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Jeffrey Kushner - Prudential Financial is committed to delivering exceptional service and expertise.

UBS Financial Services Inc. is a renowned financial institution located at 58 South Service Road in Melville, New York, United States. Specializing in finance, UBS offers a wide range of services including wealth management, investment banking, asset management, and private banking. With a reputation for excellence and expertise in the financial industry, UBS Financial Services Inc. is dedicated to providing top-notch financial solutions to its clients.

Strategic Planning Associates - Northwestern Mutual is a finance and insurance agency located at 400 Broadhollow Road in Melville, New York. With a focus on helping individuals and businesses achieve their financial goals, our team of experienced professionals offers personalized strategic planning services to ensure long-term success and security. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, we are dedicated to providing expert guidance and support every step of the way. Contact us today to learn more about how Strategic Planning Associates - Northwestern Mutual can help you secure a brighter financial future.

Vania Markarian, CA Insurance License #OE43841, is a financial institution located at 58 South Service Road in Melville, New York. As a branch of UBS Financial Services Inc., they provide a range of financial services and products to help clients manage their wealth and achieve their financial goals. With a focus on insurance and investment planning, Vania Markarian offers personalized solutions tailored to each client's unique needs. Their team of experienced professionals is dedicated to providing top-notch service and expertise to help clients navigate the complexities of the financial world.

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.

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.

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.

Michael S Fisher - Financial Advisor at Ameriprise Financial Services, LLC is located at 200 Broadhollow Road in Melville, New York, United States. This finance institution offers a range of services and certifications to cater to the diverse needs of individuals seeking financial advice. The institution offers certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, which cover various aspects of financial planning, asset management, estate planning, and retirement planning. These certifications ensure that the advisors at Michael S Fisher are well-equipped to provide expert advice and guidance to their clients.

Dennis Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 48 South Service Road, Melville, New York, United States. Dennis Miller holds various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications showcase his expertise in asset management, investment strategies, estate planning, retirement planning, and other financial services. With a focus on ethical practices and comprehensive knowledge, Dennis Miller is dedicated to providing top-notch financial advice and services to his clients. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Dennis Miller is equipped to help you achieve your financial goals.

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.

Kevin F Vasilik is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road, Melville, New York, United States. Kevin 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 Kevin's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, and more. Kevin is committed to providing high-quality financial advice to his clients and helping them make informed decisions for their financial future. Contact Kevin F Vasilik for all your financial planning needs.

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.

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.

Amy Boyle is a financial advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. Amy holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, portfolio management, estate planning, and retirement planning. Amy specializes in helping individuals with investment opportunities, estate planning, and risk management. She is also trained in behavioral finance to help clients make better financial decisions. Whether you are a retiree, small business owner, or high net worth individual, Amy Boyle can provide you with expert financial advice tailored to your specific needs.

Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, offers a wide range of financial services to meet the needs of individuals and businesses. Brian White holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Brian White is trained as a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst, among other designations. With a commitment to excellence and a focus on providing tailored financial solutions, Brian White is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Brian White can provide the expertise and guidance you need. Contact Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC, today to learn more about how he can help you secure your financial future.

Martha A. Baumbach is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 150 Broadhollow Road, Melville, New York, United States. Martha 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®, 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 demonstrate Martha's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on ethical practices and continuing education, Martha is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with investment opportunities, insurance products, or financial planning for specific life situations, Martha A. Baumbach is a trusted and knowledgeable advisor in the finance industry.

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.

Scott Kaufman is a financial advisor at Ameriprise Financial Services, LLC located at 8 Arlington Street, Melville, New York, United States. Scott holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Scott is dedicated to providing personalized financial advice and helping clients achieve their financial goals. Contact Scott Kaufman at Ameriprise Financial Services for professional and comprehensive financial planning services.

Eric Abney - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 445 Broadhollow Road, Melville, New York, United States, is a finance institution offering a wide range of services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the institution ensures that its advisors have the expertise and knowledge to assist clients with various financial needs. From asset management to retirement planning, estate planning, and investment strategies, the advisors at Eric Abney are equipped to provide personalized solutions tailored to each individual's unique situation. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, the team at Eric Abney is dedicated to helping you achieve your financial goals.

Christopher J Fucci, a Financial Advisor at Ameriprise Financial Services, LLC located at 150 Broadhollow Road in Melville, New York, offers a wide range of financial services to meet the needs of individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Christopher J Fucci is well-equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and more. In addition to these certifications, Christopher J Fucci also holds designations such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, Certified Estate Planner™, and Certified Exit Planning Advisor®. These certifications demonstrate his expertise in helping clients make informed financial decisions and plan for their future.

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.

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.

Charles P Albrecht is a financial advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road, Melville, New York, United States. He holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in areas such as asset management, estate planning, retirement planning, and investment strategies. Charles is dedicated to providing personalized financial advice and solutions to individuals, retirees, small business owners, and high net worth clients. With his comprehensive knowledge and commitment to ethical practices, he helps clients navigate complex financial decisions and achieve their long-term goals. Contact Charles P Albrecht today for expert financial guidance tailored to your specific needs.

Jeffrey E Wenzel is a Financial Advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road in Melville, New York, United States. With 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®, Jeffrey E Wenzel offers comprehensive and specialized financial services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with asset management, retirement planning, estate planning, investment strategies, insurance products, or tax and benefits planning, Jeffrey E Wenzel has the expertise and knowledge to help you navigate the complexities of financial planning. With a commitment to ethical practices and ongoing education, Jeffrey E Wenzel is dedicated to providing personalized and effective financial solutions to meet your unique needs.

Merrill Lynch Financial Advisor Len Baldassare, located at 300 Broadhollow Road in Melville, New York, offers personalized wealth management strategies tailored to your individual financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Len Baldassare can help you navigate the complexities of the financial markets and make informed decisions to achieve your aspirations. Len Baldassare follows the Merrill tradition of community involvement, volunteering with organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis™, a personalized financial plan can be created to align with your unique goals and objectives. Through ongoing conversations and assessments, Len Baldassare aims to understand your investment preferences and develop a customized approach to help you pursue what matters most to you.

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.

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.