TOP 30 Best Inheritance preservation in Melville, New York

Churchill Management Group in Melville is a renowned finance institution located at 200 Broadhollow Road in Melville, New York. With a strong reputation for excellence in financial management, Churchill Management Group offers a wide range of financial services to individuals, families, and businesses. Their team of experienced professionals provides personalized financial planning, investment management, and wealth preservation strategies to help clients achieve their financial goals. With a commitment to integrity and client satisfaction, Churchill Management Group is a trusted partner for all your financial needs.

Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a reputable finance institution located at 400 Broadhollow Road in Melville, New York, United States. With a team of highly qualified professionals, they specialize in providing comprehensive wealth management services to help individuals and families achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, they offer personalized solutions tailored to each client's unique needs. With a commitment to excellence and a track record of success, Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a trusted partner in helping clients secure their financial future.

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.

Cona Elder Law PLLC is an award-winning law firm located in Melville, New York, specializing in elder law, estate planning, estate administration, and litigation, special needs planning, and health care law. With over 25 years of experience, our team is known for innovative strategies, creative techniques, and unparalleled legal skills. We are dedicated to exceeding our clients' expectations and providing personalized Trusts, Estates, Corporate, and Elder Law Plans. Our services include estate planning, estate administration, health care law representation, and asset protection planning for older adults. We also handle estate litigation, such as will contests and trust contests. Our team values client experiences and strives to provide compassionate and expert legal services. Contact us today for all your elder law needs."

The Wealth Alliance is a distinguished finance institution located at 105 Broadhollow Road, Melville, New York, United States. As a registered investment advisory firm with the U.S. Securities and Exchange Commission, we are dedicated to providing sound advice for an ever-changing world. Our team of seasoned advisors, including certified financial planners and certified public accountants, work with Fidelity Investments to revolutionize the client experience. Acting as fiduciaries, we prioritize our clients' needs above all else. Led by Chief Executive Officer & Managing Director, Rob Conzo, we offer personalized advice, empower businesses, and create tailored financial planning divisions. We believe in the importance of giving back and support a variety of causes. Contact us at our New York or Florida offices for expert financial guidance.

Merrill Lynch Financial Advisor Corey Streim, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to understanding your financial goals and helping you achieve them. With a personalized approach and access to investment insights from Merrill and banking solutions from Bank of America, Corey Streim works with you to develop a plan that addresses your unique needs and priorities. By taking into account your aspirations, questions, and concerns, the institution aims to help you manage, grow, and preserve your wealth for the future. Whether you are planning for retirement, saving for a home, funding education, or passing on wealth to future generations, Corey Streim offers advice and guidance tailored to your specific goals. Through the Merrill Investment Advisory Program, you can benefit from custom strategies that balance risk and reward, ensuring you stay on track to meet your financial objectives. With a team of experienced professionals committed to building strong client relationships, Merrill Lynch Financial Advisor Corey Streim provides personalized service and support to help you achieve your financial goals.

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.

Clear Point Advisors Inc. is a finance institution located at 1 Huntington Quadrangle in Melville, New York, United States. In today's uncertain economy, choosing the right investment advisor can be a daunting task. Clear Point Advisors understands this, which is why they offer a fee-only investment program called Global Plus. This program aims to help investors reduce risk while working towards their long-term financial goals by utilizing a mix of no-load mutual funds, exchange traded funds, and individual securities. As Registered Investment Advisors, Clear Point Advisors are committed to putting their clients' interests first. They offer complimentary consultations to explore how their program can benefit each individual's financial situation. Through their partnership with Regus Office Solutions, Clear Point Advisors also offers additional meeting locations for client convenience.

Merrill Lynch Wealth Management, located at 1305 Walt Whitman Road in Melville, New York, offers clients the investing insights of Merrill along with access to the extensive banking capabilities of Bank of America. Their team of experienced financial advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and estate planning services. The advisors are committed to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies designed to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they live and work. Merrill Lynch Wealth Management provides training, mentoring, and technology for new and experienced advisors to help clients pursue their unique financial goals. Clients have access to individually customized investment approaches and wealth management advice, products, and services. Merrill Lynch has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in pursuing their financial goals. It's important to consult legal and tax advisors before making financial decisions, as investing involves risk. Additional information about brokerage and investment advisory services is available through Merrill financial advisors. The institution is dedicated to providing a wide range of technology, intellectual capital, and marketing resources to enhance client relationships and build businesses.

Northwestern Mutual - Financial District is a leading financial institution located at 50 Broad Street in the heart of New York City. As a trusted provider of financial services, Northwestern Mutual offers a wide range of solutions to help clients achieve their financial goals and secure their financial future. With a team of experienced financial advisors and experts, Northwestern Mutual is dedicated to providing personalized financial planning, investment management, insurance solutions, and retirement planning services. Whether you are looking to build wealth, protect your assets, or plan for retirement, Northwestern Mutual is committed to helping you navigate the complex world of finance with confidence and peace of mind.

The DePiro Group - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. With a strong focus on providing expert financial services, they offer a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized financial advice and guidance to assist clients in making informed decisions about their finances. Whether you are looking to invest, plan for retirement, or manage your wealth, The DePiro Group - UBS Financial Services Inc. is committed to helping you navigate the complex world of finance with confidence.

Merrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.

Horizon Wealth Management - 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, they provide personalized financial services to help clients achieve their financial goals and secure their future. Their team of experienced professionals offers expert advice and guidance on investment strategies, retirement planning, estate planning, and more. With a commitment to excellence and client satisfaction, Horizon Wealth Management - UBS Financial Services Inc. is a trusted partner for individuals looking to grow and protect their wealth.

Bank of America Private Client Advisor William Ayers, located at 300 Broadhollow Road, Melville, New York, is a finance institution led by Senior Vice President and Private Client Advisor, Bill Ayers. With over three decades of experience in banking and wealth management, Bill assists families and individuals in navigating the complexities of significant wealth. Specializing in customized credit and lending, Bill analyzes both sides of a client's balance sheet to identify efficiencies and anticipate key decision points in their financial future. As the leader of a client's Private Bank team, he develops integrated strategies in investment management, banking, lending, trust and estate planning, business succession, and philanthropy. Bill's team collaborates with specialists to help clients achieve their financial goals with precision and resolve. Prior to joining Bank of America Private Bank, Bill held leadership roles at Astoria Bank and JP Morgan Chase, advising high-net-worth individuals and families. Active in the Long Island community, Bill serves on the board of Catholic Charities and has been involved with Long Island Cares and The Harry Chapin Food Bank. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, creating strategies tailored to meet clients' needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth, providing personalized solutions to achieve financial objectives. The institution values innovation and offers disciplined financial strategies to navigate evolving markets and complexities in the financial landscape. Please note that the website may redirect to FINRA’S BrokerCheck and that neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Clients should consult their advisors before making financial decisions.

Premier Wealth Partners, Inc. is a leading finance institution located at 35 Pinelawn Road in Melville, New York. With a team of experienced financial professionals, we specialize in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our dedicated team is here to provide expert guidance and support every step of the way. Contact us today to learn more about how Premier Wealth Partners, Inc. can help you secure a brighter financial future.

Piermont Wealth Management is a leading financial institution located at 48 South Service Road in Melville, New York, United States. With a team of experienced financial advisors and wealth managers, Piermont Wealth Management offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your wealth, Piermont Wealth Management can provide personalized solutions to meet your needs. Trust Piermont Wealth Management to guide you towards a secure financial future.

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

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

Point Wealth Management is a finance and insurance agency located at 400 Broadhollow Road in Melville, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, protect your assets, or plan for retirement, we provide comprehensive services tailored to your unique needs. Trust Point Wealth Management to provide expert guidance and support as you navigate the complex world of finance and insurance.

Clifford J Moss Wealth Advisory Group is a premier finance institution located at 600 Broadhollow Road in Melville, New York. Our team of experienced financial advisors offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, we strive to help our clients navigate the complexities of the financial world with confidence. Contact us today to learn more about how we can help you secure your financial future.

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

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

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.

Oddo Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States. With a strong focus on wealth management, the institution offers a wide range of financial services to help clients achieve their financial goals. Their team of experienced professionals provide personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Oddo Wealth Management Group - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world.

WealthBridge Financial Group is a leading finance institution located at 225 Broadhollow Road in Melville, New York. With a strong focus on wealth management and financial planning, our team of experts are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, WealthBridge Financial Group offers personalized solutions tailored to your specific needs. Trust us to bridge the gap between where you are now and where you want to be financially.

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.

ALINE Wealth Management is a finance institution located at 445 Broadhollow Road in Melville, New York, United States. At ALINE, we believe in more than just wealth management - we believe in life management. Our experienced team is dedicated to helping you navigate through these volatile times and ensure your portfolio is secure. Contact us today to see how we can help you achieve your financial goals and peace of mind.

Wealth Planners, Inc. is a leading finance institution located at 555 Broadhollow Road in Melville, New York, United States. Our team of experienced financial experts is dedicated to helping clients achieve their financial goals through personalized wealth planning strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our professionals are here to provide comprehensive financial guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future with Wealth Planners, Inc.

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

TD Wealth is a leading financial institution located at 324 South Service Road in Melville, New York. As a trusted provider of wealth management services, TD Wealth offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and specialists, TD Wealth is dedicated to providing personalized and comprehensive financial planning services tailored to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or manage your estate, TD Wealth is committed to helping you build and protect your wealth for the future.