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TOP 30 Insurance advisors in Melville, NY
65 results found
A convenient service for searching for businesses, places and services
All Access Financial
All Access Financial is a renowned finance institution located at 576 Broadhollow Road in Melville, New York. Our team of experts is dedicated to providing a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, we are here to offer personalized solutions tailored to your specific needs. With a commitment to excellence and customer satisfaction, All Access Financial is your trusted partner for all your financial needs.
Plan Medicare - Long Island Medicare Agent
Plan Medicare - Long Island Medicare Agent is a health insurance agency located at 48 South Service Road, Melville, New York, United States. Our team of unbiased advisors specializes in Medicare and is dedicated to helping you navigate the complex world of Medicare plans. We provide free services to educate you on your options, help you choose the best plan for your needs and budget, and assist you with enrollment in Medicare A & B, Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans. Our licensed agents are available 24/7 to answer any questions you may have and keep you informed on plan updates and changes throughout the year. Whether you are new to Medicare or just need advice, our team is here to make Medicare easy for you. Contact us today to speak to a Licensed Advisor in Medicare and ensure you have the best coverage for your healthcare needs.
The Modern Medicare Agency
The Modern Medicare Agency, located at 445 Broadhollow Road in Melville, New York, is a health insurance agency dedicated to helping individuals navigate the complexities of Medicare. Our experienced agents are ready to answer all your Medicare questions and provide personalized advice to ensure you find the right coverage for your healthcare needs. Whether you're looking for Medicare Supplement Plans, Medicare Advantage Plans, or Medicare Part D coverage, we have a wide range of options to suit your requirements and budget. Paul Barrett, our expert in the field with years of experience, leads our team in providing top-notch service to our clients. We believe in building long-term relationships with our clients, offering ongoing support even after enrollment. Our goal is to simplify the Medicare enrollment process and empower you with the information you need to make confident decisions about your healthcare coverage.
Northwestern Mutual - Financial District
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 Health Benefit Alliance
The Health Benefit Alliance is a leading health insurance agency located at 1 Huntington Quadrangle in Melville, New York, United States. We are dedicated to providing comprehensive health benefits and insurance solutions to individuals and businesses. Our experienced team of professionals works tirelessly to help our clients navigate the complex world of healthcare, ensuring they have access to the best coverage options available. With a focus on customer service and personalized support, The Health Benefit Alliance is committed to helping you achieve optimal health and financial security.
AssuredPartners
AssuredPartners is a leading insurance agency located at 100 Baylis Road in Melville, New York, United States. As a trusted provider of insurance solutions, AssuredPartners offers a wide range of services to meet the unique needs of individuals and businesses. With a team of experienced professionals, they are committed to delivering personalized and comprehensive coverage options to ensure peace of mind and financial security. Whether you are looking for auto, home, life, or business insurance, AssuredPartners is dedicated to helping you find the right coverage at the best possible price. Contact them today to learn more about their services and how they can help protect what matters most to you.
Sun Life Financial
Sun Life Financial is an insurance agency located at 1 Huntington Quadrangle, Melville, New York, United States. Committed to keeping clients' personal data safe, they offer a range of insurance products and services. Their performance highlights and strategic performance are showcased, with a focus on preventing type 2 diabetes and raising awareness about the disease. Sun Life's Annual Meeting is coming up on May 9, offering both virtual and in-person attendance options. They are not associated with Obatan LLC and caution investors to be wary of certain offers. As a Purpose-driven company, Sun Life is dedicated to being there for clients during life's important moments. They are always seeking exceptional individuals to join their team, whether recent graduates or seasoned professionals. With a focus on sustainability, Sun Life has a history of financing clean and renewable energy projects. They value diversity in their workforce, believing that different perspectives lead to brighter outcomes for clients, communities, and colleagues.
Madelyn Barker - Prudential Financial
Madelyn Barker - Prudential Financial is a finance and insurance agency located at 606 Walt Whitman Road in Melville, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, and insurance coverage. Whether you are looking to secure your financial future or protect your assets, Madelyn Barker - Prudential Financial is dedicated to providing personalized solutions to meet your needs. Contact them today to schedule a consultation and start planning for a secure financial future.
Steve Myrtil, Financial Professional - New York Life
Steve Myrtil, Financial Professional at New York Life, located at 520 Broadhollow Road in Melville, New York, offers a wide range of financial and insurance services. They provide permanent policies with guaranteed death benefits and cash value, long-term coverage that is customizable to fit your needs and budget, and the ability to invest your policy's cash value in the market. They also offer assistance with everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. The institution can help with creating an investment strategy, estate planning, and insurance for employees, executives, or small business owners. They offer life insurance solutions tailored to your needs and budget, as well as resources and tools to help you prepare for the future. Steve Myrtil, as your Registered Representative & Insurance Agent, is dedicated to helping clients understand their options and achieve their financial goals. With a focus on personalized approaches and long-term relationships, Steve is committed to managing and updating your financial strategy as your life changes. Whether you are planning for retirement, protecting your family, or investing for the future, Steve Myrtil and New York Life can help guide you along the way.
New York Life: Balwant Singh
New York Life: Balwant Singh is an insurance agency located at 576 Broadhollow Road, Melville, New York, United States. They offer permanent policies with a guaranteed death benefit and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution provides support for everyday tasks, income replacement due to sickness or injury, and professionally managed investments with potential market gains. They also offer guidance on creating an investment strategy, setting up an estate plan, and insurance options for employees, executives, and business owners. New York Life is committed to giving back to the community through charitable initiatives and has a diverse and welcoming workplace. With over 175 years of experience, they offer tailored solutions to meet your financial needs and goals. Their mission is to make the world a better place through responsible investing, community engagement, and support for individuals, families, and communities. You can access resources and tools to help you prepare for the future, and cancel anytime.
Tyler Sloves - Prudential Financial
Tyler Sloves - Prudential Financial is a reputable finance and insurance agency located at 445 Broadhollow Road in Melville, New York. With a strong commitment to providing top-notch financial and insurance services, Tyler Sloves - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Tyler Sloves - Prudential Financial are here to assist you every step of the way. Visit their office in Melville, New York, to learn more about their comprehensive financial and insurance solutions.
Principal Financial Group
Principal Financial Group, located at 48 South Service Road in Melville, New York, is a finance and insurance agency dedicated to helping individuals, businesses, and their employees achieve financial security. As part of the nationwide network of financial professionals affiliated with Principal Financial Group, we offer a range of services to meet our clients' needs. Our team is committed to building relationships and providing personalized solutions to help protect and grow your wealth. Whether you are looking for insurance products, life insurance, annuities, securities, or investment advisory services, our licensed professionals are here to assist you. Join us in making a difference in the financial well-being of our community. Let's work together to solve problems and create a brighter future.
Pivotal Financial Services, Inc
Pivotal Financial Services, Inc is a leading finance and insurance agency located at 445 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for insurance coverage, retirement planning, investment advice, or estate planning, our dedicated team is here to help you every step of the way. Contact us today to learn more about how we can assist you in securing your financial future.
Strategic Planning Associates - Northwestern Mutual
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.
Forest Hills Financial Group
Forest Hills Financial Group is a leading finance and insurance agency located at 200 Broadhollow Road in Melville, New York. With a team of experienced professionals, they provide a wide range of financial services including investment planning, retirement planning, and insurance solutions. Whether you are looking to secure your future or protect your assets, Forest Hills Financial Group is dedicated to helping you achieve your financial goals. Visit their office in Melville, New York, or contact them to schedule a consultation today.
TIAA Financial Services
TIAA Financial Services is a reputable institution located at 58 South Service Road in Melville, New York, United States. As a comprehensive financial services provider, TIAA offers a wide range of banking, finance, and insurance services to meet the diverse needs of its clients. With a commitment to excellence and customer satisfaction, TIAA is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Visit TIAA Financial Services today to experience professional and reliable financial solutions.
Wexford Financial Strategies
Wexford Financial Strategies is a finance institution located at 900 Walt Whitman Road in Melville, New York. Our dedicated team is committed to providing investment management and strategic wealth planning that is tailored to meet your individual needs. As your trusted advisor, we take a hands-on approach to financial guidance, ensuring that your goals and aspirations are at the forefront of our planning process. Our focus is on understanding your unique financial goals and developing a comprehensive plan to help you achieve them. We believe in creating a financial plan that not only protects your current needs but also plans for your future in a tax-efficient manner. With our absolute independence from any specific insurance or investment company, we are able to provide unbiased advice that is truly in the best interest of our clients.
Point Wealth Management
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.
Beacon ICG, LLC
Beacon ICG, LLC is a finance institution located at 1895 Walt Whitman Road, Melville, New York, United States. Our team of advisors provides resources and insights to help you pursue your financial goals. We offer clear guidance, proactive solutions, and wealth management services including retirement planning, college planning, insurance, investment guidance, and holistic financial planning. Whether you are an individual or a business, we can help you navigate group benefits for employees and implement retirement and benefit plans. Our team is committed to standing alongside you as an investment Co-Fiduciary and helping you plan for your financial future. Contact us today to learn more about how we can assist you in achieving your unique financial goals. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Lighthouse Financial Network, LLC
Lighthouse Financial Network, LLC is a reputable finance and insurance agency located at 575 Broadhollow Road in Melville, New York. Our dedicated team of professionals is committed to providing personalized financial solutions to help individuals and businesses achieve their goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to guide you every step of the way. With a focus on integrity and transparency, Lighthouse Financial Network, LLC is your trusted partner in navigating the complexities of the financial world.
Wealth Conservation Group Inc
Wealth Conservation Group Inc. is a finance institution located at 576 Broadhollow Road, Melville, New York, United States. With a focus on providing estate, wealth, retirement, and benefit planning to family businesses and high-net-worth individuals, Wealth Conservation Group has over 40 years of experience in the industry. Their team, consisting of individuals with over 100 years of combined experience, specializes in various financial services such as wealth conservation, tax reduction strategies, employee benefits, multi-generational planning, asset protection, business planning, estate planning, investment advice, retirement planning, eldercare planning, cash flow strategies, and 401(k)s. The institution prides itself on fostering strong, long-term relationships built on trust, knowledge, and integrity with their clients. They serve a wide range of clients including business owners, successful families, pre-retirees and retirees, executives and professionals, first responders, teachers, and physicians. Wealth Conservation Group is committed to helping clients achieve their financial goals and dreams, allowing them to spend more time doing what they love with their loved ones. The institution is licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in several states. Additionally, they offer securities products and services through NYLIFE Securities LLC and advisory services through Eagle Strategies LLC. Wealth Conservation Group is independently owned and operated from NYLIFE Securities LLC and its affiliates and does not provide tax, legal, or accounting advice. Joseph Brida, a member of the Nautilus Group(R) and a registered investment adviser representative, is one of the key professionals at Wealth Conservation Group.
Blue Chip Financial Corp.
Blue Chip Financial Corp. is a finance and insurance agency located at 200 Broadhollow Road in Melville, New York, United States. As a part of Cetera Wealth Partners, a region of Cetera Advisor Networks, we provide answers to some of life's most important questions. Our services include securities and advisory services offered through Cetera Advisor Networks LLC, a broker/dealer and Registered Investment Adviser. Our team consists of Registered Representatives and Investment Adviser Representatives who offer brokerage services, investment advisory services, or both. Visit our website to access interesting calculators and learn more about our business continuity and order routing practices. Trust Blue Chip Financial Corp. for expert financial guidance and personalized solutions.
The Choice Group Wealth Management
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.
Tantillo Wealth Management
Tantillo Wealth Management is a leading finance and insurance agency located at 555 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 invest for the future, protect your assets, or plan for retirement, Tantillo Wealth Management is here to provide expert guidance and support. Contact us today to learn more about our comprehensive financial services.
Tony Gomez CFP Northwestern Mutual
Tony Gomez CFP Northwestern Mutual is a finance institution located at 400 Broadhollow Road in Melville, New York. Specializing in financial planning and wealth management, our team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, we provide comprehensive financial solutions tailored to each individual's unique needs. Trust Tony Gomez CFP Northwestern Mutual to guide you towards a secure financial future.
Ayman Ibrahim CPA
Ayman Ibrahim CPA is a reputable accounting, finance, and insurance agency located at 515 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, financial planning, or insurance coverage, our dedicated team is here to provide personalized and reliable solutions. Trust Ayman Ibrahim CPA for all your accounting and financial needs.
Coordinated Plan
The Coordinated Plan, located at 150 Broadhollow Road in Melville, New York, is a finance institution that offers a wide range of financial services. Founded as the Coordinated Planning Group, our team of professionals is dedicated to providing clients with creative planning techniques that focus on quality, service, and integrity. Our services include Estate Planning, Legacy Planning, Corporate Benefit Arrangements, Business Succession Planning, Asset Allocation Strategies, Wealth Accumulation and Preservation, Retirement and Deferred Compensation Plans, Life Insurance, and Salary Continuation Programs. Our associates are actively involved in industry-related associations to stay up-to-date on the latest trends and best practices.
Craig James Financial Services, LLC
Craig James Financial Services, LLC is a finance and insurance agency located at 510 Broadhollow Road in Melville, New York. With a dedication to providing personalized financial solutions to individuals and businesses, Craig James Financial Services offers a wide range of services including investment planning, retirement planning, insurance coverage, and more. Their team of experienced professionals is committed to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Craig James Financial Services is here to help every step of the way.
Johnson Financial Planning - Northwestern Mutual
Johnson Financial Planning - Northwestern Mutual is a reputable finance and insurance agency located at 400 Broadhollow Road in Melville, New York. With a focus on providing comprehensive financial planning services, they are dedicated to helping individuals and families achieve their financial goals. Whether you are looking to invest for the future, protect your assets, or plan for retirement, the experienced professionals at Johnson Financial Planning - Northwestern Mutual are here to guide you every step of the way. Trustworthy and reliable, they prioritize the financial well-being of their clients and strive to build long-lasting relationships based on trust and integrity. Contact them today to start planning for a secure financial future.
Justin Ponella of Dipaola Financial Group
Justin Ponella of Dipaola Financial Group, located at 425 Broadhollow Road in Melville, New York, is a finance institution that offers a range of insurance and investment products. Their services include Life Insurance, Disability Insurance, Health Insurance, Annuities, and Financial Planning. Life Insurance provides financial security for your family in the event of your death, while Disability Income Insurance helps you maintain your standard of living if you are unable to work due to a disability. Group Life Insurance and Group Health Insurance are also available for employers to offer to their employees. Justin Ponella is highly recommended by clients for his professionalism, knowledge, and responsiveness. With over 70 years of combined experience in the industry, the management staff at Dipaola Financial Group represents some of the most influential insurance and investment companies in the country.
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