Individual investors in Melville, New York

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.

et personalized advice and guidance tailored to your unique financial goals and aspirations. The Merrill Lynch Financial Advisor Elana Gofman, located at 300 Broadhollow Road in Melville, New York, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. The team, led by Lee Rosen and his partner Elana Gofman, specializes in serving owners of family businesses, attorneys, accountants, physicians, and retirees throughout the United States. At Merrill Lynch Wealth Management, the focus is on understanding what matters most to you - whether it's transferring wealth to the next generation, saving for a home, funding a child's education, or planning for retirement. The team utilizes the Investment Personality Assessment to gain a deeper understanding of your investing preferences and develop a customized financial approach to help you pursue your goals.

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.

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.

Jeremy Young - TIAA Wealth Management Advisor is a leading financial institution located at 58 South Service Road in Melville, New York. As a trusted advisor, Jeremy Young provides expert wealth management services to help clients achieve their financial goals. With a focus on personalized strategies and long-term financial planning, Jeremy Young and his team at TIAA Wealth Management Advisor are dedicated to helping clients navigate the complexities of the financial world and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jeremy Young is committed to providing tailored solutions to meet your unique needs. Contact Jeremy Young - TIAA Wealth Management Advisor today to schedule a consultation and take the first step towards financial success.

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.

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

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

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

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.

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.

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

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

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.

Lawrence D Sangirardi is a Financial Advisor at Ameriprise Financial Services, LLC located at 145 Pinelawn Road, Melville, New York, United States. The institution offers a variety of financial services and certifications to meet the diverse needs of individuals. Lawrence D Sangirardi holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover a wide range of topics such as asset management, retirement planning, estate planning, investment strategies, and risk management. Lawrence D Sangirardi is dedicated to providing expert financial advice and helping clients make informed decisions to achieve their financial goals.

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.

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.

CEP Consultants Inc is a reputable finance institution located at 1800 Walt Whitman Road in Melville, New York. With a team of experienced professionals, CEP Consultants Inc provides a wide range of financial services to individuals and businesses in the United States. From financial planning to investment management, CEP Consultants Inc is dedicated to helping clients achieve their financial goals. Visit us today to learn more about our services and how we can help you secure your financial future.

Merrill Lynch Financial Advisor Frank J Aimetti is a reputable finance institution located at 1305 Walt Whitman Road in Melville, New York, United States. With a focus on providing expert financial advice and guidance, clients can trust in the expertise and professionalism of Frank J Aimetti and his team. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Merrill Lynch Financial Advisor Frank J Aimetti offers personalized solutions to help you achieve your financial goals. Contact them today to schedule a consultation and take control of your financial future.

The Long Island Market - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. With a strong presence in the financial industry, this institution provides a wide range of financial services to its clients. From investment management to wealth planning, their team of experts is dedicated to helping individuals and businesses achieve their financial goals. Visit The Long Island Market - UBS Financial Services Inc. for personalized financial guidance and top-notch service.

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.

Fred J Catalano - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York. As a branch of the renowned Morgan Stanley financial services firm, Fred J Catalano offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors, they provide personalized investment strategies, wealth management, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or manage your assets, Fred J Catalano - Morgan Stanley is dedicated to helping you achieve your financial goals.

Jennifer A Segura - Morgan Stanley 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 and advice, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Jennifer A Segura - Morgan Stanley is here to guide you every step of the way. Trust us to provide personalized solutions and expert guidance to help you secure your financial future.

Scott B McKenna - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial professionals, Scott B McKenna - Morgan Stanley is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, this institution is committed to providing top-notch service and guidance to meet your needs.

Ralph Laporta - Morgan Stanley is a reputable finance institution located at 58 South Service Road, Melville, New York, United States. With a strong focus on providing top-notch financial services, the institution offers a wide range of investment options and financial solutions to help clients achieve their goals. With a team of experienced professionals, Ralph Laporta - Morgan Stanley is dedicated to delivering personalized and strategic financial advice to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is committed to helping you navigate the complexities of the financial world with confidence and ease.

Michael Lupia - Morgan Stanley is a renowned finance institution located at 58 South Service Road in Melville, New York, United States. With a strong reputation for providing top-notch financial services, Michael Lupia - Morgan Stanley offers expert advice and guidance to clients looking to manage their investments, plan for retirement, or navigate the complexities of the financial market. The institution is committed to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are a seasoned investor or just starting out, Michael Lupia - Morgan Stanley is dedicated to providing personalized solutions to meet your unique needs.

Cardinal Financial Company, Limited Partnership is a reputable finance institution located at 41 Pinelawn Road in Melville, New York, United States. With a focus on providing top-notch financial services, Cardinal Financial Company offers a wide range of solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, wealth management services, or assistance with loans and mortgages, the experienced team at Cardinal Financial Company is dedicated to helping you achieve your financial goals. Trustworthy and reliable, Cardinal Financial Company is committed to providing exceptional service and support to its clients.

Summit Funding Solutions is a leading finance institution located at 445 Broadhollow Road in Melville, New York. Specializing in providing innovative financial solutions, Summit Funding helps individuals and businesses achieve their financial goals. With a team of experienced professionals, Summit Funding offers a range of services including loans, investment opportunities, and financial planning. Whether you are looking to start a new business, purchase a home, or expand your investment portfolio, Summit Funding Solutions is dedicated to helping you navigate the complexities of the financial world and achieve success.

Welcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.