TOP 30 Best Financial planning for seniors in Melville, New York

Planning Financial Futures, Inc is a finance institution located at 1895 Walt Whitman Road in Melville, New York. Our team of expert financial advisors is dedicated to helping individuals and businesses plan for a secure financial future. Whether you are looking to invest for retirement, save for your children's education, or grow your wealth through strategic financial planning, our experienced professionals are here to guide you every step of the way. Trust Planning Financial Futures, Inc to help you achieve your financial goals and secure a prosperous future.

Senior Services of North America, Inc. is a reputable health and insurance agency located at 532 Broadhollow Road in Melville, New York. This institution specializes in providing comprehensive services to seniors in North America, offering a range of health insurance options tailored to meet their unique needs. With a team of experienced professionals, Senior Services of North America, Inc. is dedicated to ensuring that seniors have access to the best possible care and coverage. Whether it's navigating Medicare plans or finding the right insurance policy, this institution is committed to helping seniors make informed decisions about their health and well-being.

Embrace Home Loans, led by Branch Manager and Senior Loan Officer James Garvey, is a reputable financial institution located at 425 Broadhollow Road in Melville, New York. Specializing in providing a wide range of banking and finance services, Embrace Home Loans is committed to helping individuals and families achieve their financial goals. With a strong focus on customer service and personalized solutions, James Garvey and his team strive to provide clients with the guidance and support they need to make informed decisions about their finances. Whether you are looking to purchase a new home, refinance an existing loan, or explore other financial options, Embrace Home Loans is dedicated to helping you navigate the complexities of the lending process with ease and confidence.

Ted Boutis is a Financial Advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road in Melville, New York, United States. Ted holds various certifications including the 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 cover a wide range of financial planning topics including investment strategies, retirement planning, estate planning, risk management, and more. Ted is dedicated to providing expert financial advice to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and ongoing education, Ted Boutis is committed to helping clients achieve their financial goals.

Susan Russo Financial is a leading finance institution located at 425 Broadhollow Road in Melville, New York. Our team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, we are here to provide personalized solutions tailored to your specific needs. Trust Susan Russo Financial to guide you towards a secure financial future.

Catherine Clarke is a Senior Mortgage Consultant located in Melville, New York, United States. With a focus on providing personalized and comprehensive service, Catherine Clarke and her team are dedicated to helping you navigate the home buying process from start to closing. Whether you are a first-time homebuyer or looking to refinance, they are here to assist you every step of the way. As a part of Dime's finance institution, Catherine Clarke offers competitive mortgage rates and a $500 credit towards your closing costs when you apply now. Their team specializes in owner-occupied, single-family properties in New York, with rates based on factors such as loan amount, credit score, and loan-to-value ratio.

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.

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.

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.

Natalie Mcginley, Financial Professional - New York Life, located at 1660 Walt Whitman Road, Melville, New York, United States, offers a wide range of financial services and products to meet the needs of clients. Specializing in creating custom insurance and financial solutions, Natalie works closely with clients to develop comprehensive approaches that address current needs, future goals, and wealth transfer to the next generation. With expertise in life insurance, long-term care, disability insurance, annuities, and investments, Natalie helps clients protect their families, assets, and businesses from unexpected events while pursuing greater returns for a secure retirement. As a financial advisor with Eagle Strategies, Natalie is committed to building long-term relationships with clients and providing personalized guidance and support through life's biggest moments. From life insurance to financial strategy, Natalie helps clients turn their love for their families into policies that offer protection and peace of mind. Whether planning for retirement, education expenses, or estate transfer, Natalie can help clients navigate the complex world of finance and create customized plans that meet their needs and goals. Contact Natalie Mcginley, Financial Professional - New York Life, to start planning for a secure financial future.

Sentinel Benefits & Financial Group, located in Melville, New York, is a leading finance institution dedicated to helping individuals plan for their financial future. With a focus on providing peace of mind, they work with clients to assess their current financial situation, determine their goals, and create a plan to achieve them. By understanding where income is being allocated and what lifestyle can be afforded, Sentinel Benefits & Financial Group helps clients enhance their wealth management strategies. With a commitment to personalized service and expert guidance, they strive to empower individuals to take control of their financial well-being.

Colin Blue - Senior Mortgage Consultant is a finance institution located in Melville, New York, United States. Our team of advisors is dedicated to helping you navigate the home buying process, ensuring you make the right decisions from start to closing. We strive to make your home loan more affordable, offering a $500 credit towards your closing costs when you apply now. Our mortgage rates are based on current market conditions and various factors such as credit score, loan amount, and property type. We provide comprehensive services tailored to your individual needs, ensuring a smooth and seamless experience.

Brian Andrew Tully, ESQ is a reputable institution located at 532 Broadhollow Road in Melville, New York. Specializing in elder care and estate planning, the Tully Law Group has been assisting families in Long Island and the NYC area for over two decades. Their team of experienced attorneys, paralegals, and elder care coordinators are dedicated to helping individuals navigate the challenges of aging, illness, and disability with confidence. Their comprehensive approach to Elder Care and Estate Planning covers legal, financial, and long-term care needs. Services include Elder Law, Estate Planning, Trusts, Medicaid Eligibility, Probate, and Guardianship. Tully Law Group was also the first on Long Island to incorporate the Life Care Planning model, offering families a unique solution to address all health care challenges their elderly loved ones may encounter.

New York Life Insurance is a reputable finance and insurance agency located at 1660 Walt Whitman Road in Melville, New York. As one of the largest and most trusted insurance companies in the United States, New York Life Insurance offers a wide range of insurance products and financial services to individuals and businesses. With a long history of providing reliable and comprehensive coverage, customers can trust New York Life Insurance to protect their assets and provide peace of mind for the future.

Jennifer4Seniors is a reputable insurance agency located at 532 Broadhollow Road in Melville, New York. Specializing in providing insurance solutions for seniors, our dedicated team is committed to helping older adults find the coverage they need to protect themselves and their loved ones. With a focus on personalized service and tailored insurance plans, Jennifer4Seniors is the go-to agency for seniors looking for peace of mind and security in their golden years. Contact us today to learn more about our services and how we can assist you in navigating the complex world of insurance.

Daniel John Heiser and Ryan DeCicco - New York Life Insurance is an insurance agency located at 1660 Walt Whitman Road in Melville, New York. As a trusted provider of life insurance, they offer a range of policies to meet the diverse needs of their clients. With a commitment to excellence and personalized service, Daniel John Heiser and Ryan DeCicco strive to help individuals and families protect their financial futures. Contact them today to learn more about their insurance options and how they can assist you in securing peace of mind for the future.

The Choice Group Wealth Management is a well-established finance and insurance agency located at 105 Maxess Road in Melville, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. Whether you are looking to grow your investments, protect your assets, or plan for retirement, our experts are here to provide you with the guidance and support you need. Trust The Choice Group Wealth Management to help you make the right financial decisions for a secure future.

B N Kozin Co is a reputable finance institution located at 560 Broadhollow Road in Melville, New York, United States. With a focus on providing top-notch financial services, B N Kozin Co is dedicated to helping clients achieve their financial goals. Whether you're looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at B N Kozin Co is here to help. Trustworthy, reliable, and committed to excellence, B N Kozin Co is a trusted partner for all your financial needs.

Welcome to Complete Care Insurance Co, your trusted insurance agency located in the heart of Melville, New York. Situated at 330 Maxess Road, we are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. Our team of experienced professionals is committed to offering personalized service and expert guidance to help you navigate the complexities of insurance. Whether you're seeking coverage for your home, auto, business, or health, we offer a wide range of products designed to protect what matters most to you. At Complete Care Insurance Co, we believe in fostering long-lasting relationships with our clients through transparency, reliability, and exceptional customer service. Visit us today and discover how we can help secure your future with confidence.

Welcome to Life Insurance Service, your trusted insurance agency located at 101 Victoria Place, Melville, New York. We specialize in providing comprehensive life insurance solutions tailored to meet the unique needs of individuals and families in our community. Our experienced team is dedicated to helping you secure your financial future by offering personalized advice and a wide range of insurance options. Whether you're looking for term life, whole life, or universal life insurance, we are committed to finding the right policy for you. At Life Insurance Service, we prioritize customer satisfaction and strive to build lasting relationships with our clients. Visit us today and let us assist you in protecting what matters most.

Atlas Law Group, located at 155 Pinelawn Road in Melville, New York, is a trusted institution specializing in Elder Law, Estate, and Special Needs Planning. Whether you are facing a long-term care crisis or looking to plan your estate, our dedicated team of professionals is ready to help you build and protect your family's legacy. We work closely with financial, tax, and health care professionals to create comprehensive solutions for our senior clients, ensuring that the nest egg you have worked so hard to build is preserved. At Atlas Law Group, we provide updates on the latest laws, rules, and regulations to professionals in our network to ensure that our clients receive the best possible advice and support.

Aetna is a well-known insurance agency located at 100 Baylis Road in Melville, New York, United States. With a reputation for providing a wide range of insurance products and services, Aetna is committed to helping individuals and families protect their health and financial well-being. Whether you are in need of health, dental, vision, or life insurance, Aetna offers comprehensive coverage options to meet your needs. Trust in Aetna for reliable and affordable insurance solutions.

National Life is a reputable insurance agency located at 560 Broadhollow Road in Melville, New York. With a commitment to providing top-quality insurance products and services to individuals and businesses, National Life is dedicated to helping clients protect their assets and achieve financial security. With a team of knowledgeable and experienced insurance professionals, National Life offers a wide range of insurance solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, disability insurance, or retirement planning services, National Life is your trusted partner in safeguarding your future. Contact us today to learn more about how we can help you secure your financial well-being.

Prudential | Matthew Werner | Life Insurance & Annuities is a reputable finance and insurance agency located at 445 Broadhollow Road in Melville, New York. With a strong focus on providing comprehensive life insurance and annuity solutions, this institution is dedicated to helping individuals and families secure their financial future. The team at Prudential is led by experienced professionals like Matthew Werner, who are committed to offering personalized services tailored to meet the unique needs of each client. Whether you are looking to protect your loved ones with life insurance or plan for retirement with annuities, Prudential is here to provide expert guidance and support every step of the way. Trust in Prudential | Matthew Werner | Life Insurance & Annuities for all your financial security needs.

The Marshall Weill Group at Morgan Stanley is a renowned financial institution located at 58 South Service Road in Melville, New York, United States. With a strong focus on providing expert financial advice and top-notch investment services, the institution is dedicated to helping clients achieve their financial goals. The team at The Marshall Weill Group is committed to delivering personalized solutions tailored to each client's unique needs and objectives. With a wealth of experience and expertise in the finance industry, The Marshall Weill Group at Morgan Stanley is a trusted partner for individuals and businesses looking to secure their financial future.

PortfolioShop, Inc. is a finance institution located at 225 Broadhollow Road in Melville, New York. Our team of expert financial advisors helps clients manage and grow their investment portfolios. Whether you are a seasoned investor or just starting out, we provide personalized guidance to help you achieve your financial goals. With a focus on transparency and integrity, PortfolioShop, Inc. is committed to providing top-notch service to our clients. Contact us today to schedule a consultation and see how we can help you secure your financial future.

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.

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.

Paul Anderson - TIAA Wealth Management Advisor is a leading finance institution located at 58 South Service Road in Melville, New York, United States. As a trusted advisor, Paul Anderson provides expert financial guidance to help clients achieve their wealth management goals. With a focus on personalized service and tailored solutions, Paul Anderson helps clients navigate the complexities of investing, retirement planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Paul Anderson is dedicated to helping you achieve financial success.

Mark Calaci is a dedicated Wealth Management Advisor at TIAA, located at 58 South Service Road in Melville, New York. With a strong background in finance and a passion for helping clients achieve their financial goals, Mark offers personalized financial planning services tailored to each individual's needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Mark Calaci is committed to providing expert guidance and support every step of the way. Contact Mark Calaci at TIAA Wealth Management Advisor for a consultation today.