TOP 30 Investment finance in Melville, New York

246 results found

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.

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.

Harbour Financial is a reputable finance institution located at 535 Broadhollow Road in Melville, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust Harbour Financial to guide you towards a secure financial future.

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.

Marathon Wealth Management, Inc. is a finance institution located at 534 Broadhollow Road in Melville, New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our experts are here to provide guidance and support every step of the way. With a focus on long-term success and a commitment to excellence, Marathon Wealth Management, Inc. is your trusted partner in financial planning.

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.

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.

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.

Arete Wealth Management is a leading finance institution located at 425 Broadhollow Road in Melville, New York. Our team of experienced financial advisors are dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. At Arete Wealth Management, we prioritize client satisfaction and strive to build long-lasting relationships based on trust, integrity, and exceptional service. Contact us today to schedule a consultation and start planning for a secure financial future.

Elm Financial Group is a leading finance institution located at 520 Broadhollow Road in Melville, New York, United States. With a strong reputation for providing top-notch financial services, Elm Financial Group offers a wide range of financial solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, Elm Financial Group has a team of experienced professionals ready to help you achieve your financial goals. Visit Elm Financial Group today and experience the difference that personalized financial guidance can make in your life.

Hochheiser Deutsch & Company Inc is a leading finance institution located at 225 Broadhollow Road in Melville, New York, United States. With a strong reputation for excellence in financial services, this institution offers a wide range of investment and advisory services to clients. Their team of experienced professionals provides personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Hochheiser Deutsch & Company Inc is dedicated to providing expert guidance and support.

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.

Northwestern Mutual Wealth Management Company, led by Michael P Mennella, CFP, CLU, ChFC, CLTC, is a reputable finance institution located at 400 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, they offer comprehensive wealth management services to help clients achieve their financial goals. Specializing in financial planning, insurance, retirement planning, and investment management, they strive to provide personalized solutions tailored to each client's unique needs. With a strong commitment to integrity and excellence, Northwestern Mutual Wealth Management Company is dedicated to helping clients 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.

Paul Van Steen - Financial Advisor at Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, offers expert financial advice and services. With a background in finance and qualifications available on FINRA's BrokerCheck website, Paul Van Steen can help clients navigate the complexities of investing. Understanding the relationship between risk and reward is key in developing an investment strategy tailored to each individual's risk tolerance. By setting up a complimentary initial consultation, clients can take the first step towards a more confident financial future. Ameriprise Financial Services, LLC, a registered investment adviser, provides investment products and services to help clients reach their financial goals. Securities are offered through Ameriprise Financial Services, LLC, member FINRA and SIPC. Paul Van Steen is registered in specific states and can conduct securities business with residents of those states. Contact Paul Van Steen today to discuss your financial priorities and start planning for a secure future.

Merrill Lynch Financial Advisor Jann Trefny is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The financial advisor focuses on your family, goals, and priorities, adapting to changes over time. By starting with a conversation to identify your most important goals, the institution helps you make investment-related decisions tailored to your needs. The Investment Personality Assessment helps customize your financial approach, while the Merrill Personal Wealth Analysis™ builds a personalized plan centered on your goals. The institution believes in staying connected with you to adapt to changes in your life and the financial markets. With a focus on understanding what matters most to you, Merrill Lynch Wealth Management Advisors help you build a customized investment approach to reach your goals. The institution offers a range of services, from investment strategies to comprehensive financial solutions, to help you achieve financial success.

Merrill Lynch Financial Advisor Roodmy Cesar is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. Roodmy Cesar can help create a flexible strategy tailored to today's market conditions, providing access to Merrill's investment insights and Bank of America's banking solutions. With a focus on personalized wealth management strategies, Roodmy Cesar follows the Merrill tradition of community involvement through volunteering. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. By understanding your investment personality, Roodmy Cesar can customize a financial approach to help you achieve what matters most to you. Regular check-ins and adjustments ensure your financial approach reflects changes in your life and goals. Working with Roodmy Cesar means having a dedicated advisor who prioritizes your needs and goals, providing personalized investment strategies and comprehensive financial solutions. Investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. With Merrill Lynch Wealth Management, you can receive the latest investment insights and strategies to help you live your best financial life.

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.

Petar Jordan - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 445 Broadhollow Road, Melville, New York, United States. The institution offers a range of certifications and designations to its professionals, 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 cover a variety of financial planning areas such as asset management, retirement planning, estate planning, investment strategies, and more. The professionals at Petar Jordan - Financial Advisor are dedicated to providing expert financial advice and guidance to their clients.

Merrill Lynch Financial Advisor Tyler E Alvarez is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. The institution takes a personalized approach to understanding your life priorities and creating a customized financial plan tailored to you, your family, and your goals. The Miranda Wealth Management Group, where Tyler E Alvarez works, utilizes a holistic investing approach focused on integrity, attention, and hard work. They collaborate with tax advisors and attorneys to ensure the best interest of the client is always a priority. With a commitment to excellence, they offer tailored strategies for high net worth individuals, families, and businesses to help meet both short-term and long-term financial goals. Their services include investment management, retirement analysis, insurance, trust and estate planning, and lending, supported by the resources of Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A. The institution believes in developing strategies that help clients build wealth while reducing risk and volatility, with a focus on helping clients pursue their goals. They offer personalized financial approaches designed to address individual needs, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. The team at Merrill Lynch Financial Advisor Tyler E Alvarez is dedicated to building strong client relationships based on trust and personalized service, with a commitment to helping clients achieve what matters most to them.

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.

Merrill Lynch Financial Advisor Daniel Jason Sporn, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to understanding your unique financial goals and designing personalized plans to help you achieve them. With a focus on potential solutions that turn goals into reality, the institution offers access to the investment insights of Merrill and banking solutions from Bank of America. The team of experienced professionals at Merrill works to deliver custom strategies that balance risk and reward, ensuring that your financial approach is tailored to your individual needs and priorities. By regularly reviewing and updating your approach as your life and goals change, Merrill Lynch Financial Advisor Daniel Jason Sporn aims to help you stay on track towards achieving what matters most to you. With a commitment to building strong client relationships based on trust and personalized service, the institution offers a range of services to help you reach your financial goals, whether you're planning for retirement, saving for a home, or funding a child's education. Let Merrill Lynch Financial Advisor Daniel Jason Sporn help you navigate the complexities of your financial life and create a customized investment approach to address your needs and pursue your goals.

Douglas Aber is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. Douglas Aber 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®, 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 cover a wide range of financial planning topics such as asset management, investment strategies, estate planning, retirement planning, and more. Douglas Aber is dedicated to providing expert financial advice to individuals, retirees, small business owners, and high net worth clients, ensuring that their financial needs are met with professionalism and integrity.

Siena Wealth Advisory Group, located in Melville, New York, is a finance institution under Ameriprise Financial Services, LLC. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, our team prioritizes helping clients achieve their long-term financial goals. We offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings and progress reviews ensure that we adjust strategies as life changes. Clients can securely access their accounts and track progress towards their goals from any device. Schedule a complimentary initial consultation to learn more about how we can assist you. Our advisors are registered in certain U.S. states, so please refer to the advisor's personal website or FINRA's BrokerCheck for details. We are committed to providing top-notch financial services and appreciate the opportunity to help your friends and family members as well. Contact us today to discuss your financial priorities.

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.

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.

Matthew Rogers is a financial advisor at Ameriprise Financial Services, LLC, located at 48 South Service Road in Melville, New York, United States. Specializing in finance, Matthew offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. He helps clients track their progress towards goals such as retirement, education, or major purchases like a second home. With regular meetings and updates as life changes, Matthew ensures that your financial strategy remains on track. Clients can easily access their investments and accounts from any device, securely sharing information with Matthew. To learn more about how Matthew can help you achieve your financial goals, schedule a complimentary initial consultation. Residents of select states can conduct securities business with Matthew, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and regulated environment for financial planning. Get in touch with Matthew Rogers today to start planning for a secure 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.