Investment management strategies in Melville, New York

Wells Fargo Advisors Financial Network is a finance institution located at 401 Broadhollow Road in Melville, New York. As a part of the Wells Fargo Advisors network, this institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or plan for the future, Wells Fargo Advisors Financial Network can help you navigate the complexities of the financial world.

Wells Fargo Advisors is a leading financial institution located at 68 South Service Road in Melville, New York. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial goals.

Aegis Capital Corporation is a finance institution located at 1305 Walt Whitman Road in Melville, New York, United States. They offer a wide range of financial services including investment banking, wealth management, and institutional sales and trading. With a team of experienced professionals, Aegis Capital Corporation provides personalized financial solutions to help clients achieve their financial goals.

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.

Aviva Life & Annuity Co of NY is an insurance agency located at 324 South Service Road in Melville, New York, United States. They specialize in providing life insurance and annuity products to individuals and families. With a focus on financial security and peace of mind, Aviva Life & Annuity Co of NY offers personalized insurance solutions tailored to meet the unique needs of their clients. Their team of experienced professionals are dedicated to helping customers protect their loved ones and secure their future.

Voya Financial Advisors, Inc. is a reputable finance institution located at 1 Huntington Quadrangle in Melville, New York, United States. They offer a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced advisors, Voya Financial Advisors, Inc. provides personalized financial planning and investment strategies to meet the unique needs of their clients. Whether you are planning for retirement, saving for college, or investing for the future, Voya Financial Advisors, Inc. can help you navigate the complex world of finance with confidence and peace of mind.

Oppenheimer & Co. Inc. is a prestigious finance institution located at 2 Jericho Plaza in Jericho, New York, United States. The Jericho office is managed by Laura Kellerman, a seasoned leader with over 30 years of experience in Financial Services. Laura also oversees the Hauppauge, Melville, and West Hampton branches, collectively forming Oppenheimer's Long Island region. The advisors in this region manage approximately $2.4 billion in assets and have received industry accolades such as the "FT 401" by the Financial Times and recognition in the Long Island Business Reviews' "40 Under 40" and "Top Advisor" lists. The Jericho branch is situated in a modern building with state-of-the-art technology and amenities. The private offices offer a serene atmosphere with large windows for brightness and productivity. The building is centrally located on Jericho Turnpike, convenient for commuters, and offers ample parking for employees and clients. Additionally, the building features amenities like conference facilities, a Starbucks, fitness room, spa, cafeteria, and 24-hour security.

Morgan Stanley Financial Advisors is a premier financial institution located at 58 South Service Road in Melville, New York, United States. As a leading finance institution, Morgan Stanley offers expert financial advice and guidance to help clients achieve their financial goals. With a team of experienced financial advisors, Morgan Stanley provides personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Morgan Stanley Financial Advisors is committed to helping you navigate the complex world of finance with confidence and clarity.

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.

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.

Ameriquest Capital is a financial institution located in Melville, New York, United States. We specialize in providing a wide range of financial services, including investment management, wealth management, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Ameriquest Capital is here to help. Contact us today to learn more about how we can assist you with your financial needs.

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

The Financial Consulting Group - UBS Financial Services Inc. is a leading financial institution located at 58 South Service Road in Melville, New York, United States. Specializing in finance, the institution offers a wide range of services including financial planning, investment management, and wealth management. With a team of experienced financial advisors, The Financial Consulting Group - UBS Financial Services Inc. provides personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, this institution is dedicated to providing expert guidance and support.

Anthony Stella is a Financial Advisor at Ameriprise Financial Services, LLC located at 48 South Service Road, Melville, New York, United States. Anthony holds various certifications and designations 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®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Anthony is dedicated to providing comprehensive financial services to individuals and small business owners.

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.

Renato Salvacion is a Financial Services Professional at New York Life Insurance Company, located at 1660 Walt Whitman Road, Melville, New York, United States. As an insurance agency, they offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage that is customizable to fit your needs and budget, and the ability to invest policy cash value in the market. They provide assistance with everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance on creating an investment strategy and estate plan. New York Life consistently earns the highest financial ratings and is involved in charitable giving at both local and national levels. Renato I. Salvacion helps clients understand their financial options and achieve their goals through personalized approaches. Life insurance and long-term care insurance are offered to protect families and lifestyles. The institution helps clients secure a steady income for retirement and provides resources and tools for future financial planning.

New York Life Insurance Company: Alexander vonStrandtmann is a reputable insurance agency located at 1660 Walt Whitman Road in Melville, New York, United States. With a strong focus on providing personalized insurance solutions to meet the unique needs of each client, the agency offers a wide range of insurance products and services. Led by experienced professionals, New York Life Insurance Company: Alexander vonStrandtmann is dedicated to helping individuals and families protect their financial future and achieve peace of mind through comprehensive insurance coverage.

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

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 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.

Prudential | Anthony Coulianidis | Life Insurance & Annuities is a reputable finance and insurance agency located at 445 Broadhollow Road in Melville, New York, United States. With a focus on providing top-notch life insurance and annuities services, this institution is dedicated to helping individuals and families secure their financial future. Whether you are looking for protection for your loved ones or planning for retirement, Prudential | Anthony Coulianidis is committed to offering personalized solutions to meet your specific needs. Trust in their expertise and experience to safeguard your assets and provide peace of mind for the future.

Soundview Wealth Consulting Group - UBS Financial Services Inc. is a leading financial institution located in Melville, New York. With a focus on wealth management and financial consulting, the team at Soundview Wealth Consulting Group is dedicated to helping clients achieve their financial goals and secure their financial future. Offering a wide range of financial services, including investment planning, retirement planning, and estate planning, the experienced professionals at Soundview Wealth Consulting Group work closely with each client to develop personalized strategies tailored to their unique needs and objectives. With a commitment to excellence and a reputation for delivering exceptional service, Soundview Wealth Consulting Group is a trusted partner for individuals and families seeking expert financial guidance.

The Barnett 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 personalized financial solutions and expert advice, the institution offers a wide range of services including wealth management, investment planning, retirement planning, and more. 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 wealth, plan for retirement, or navigate complex financial decisions, The Barnett Group - UBS Financial Services Inc. is committed to providing top-notch service and support.

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.

Merrill Lynch Financial Advisor Andre A Lee is located at 1305 Walt Whitman Road in Melville, New York, United States. This institution offers a wide range of investment solutions from Merrill and banking products from Bank of America. The team at Merrill Lynch focuses on building lasting client/advisor relationships based on trust, transparency, and communication. They prioritize individual and family goals and leverage tools and resources to help clients achieve these goals. With a goals-based wealth management approach, they assist in designing and implementing customized wealth management strategies to help clients pursue their financial goals while managing investment risks. The institution believes in inclusive and interactive relationships with clients, ensuring that their immediate and future needs are aligned with their wealth strategy. Through access to investment insights from Merrill and services provided by Bank of America, they develop strategies to address clients' financial needs. The team at Merrill Lynch believes that financial success is achieved by making investment decisions that align with personally meaningful goals. They offer tools to help clients track changes in their lives and reflect these changes in their financial approach. Ultimately, Merrill Lynch Financial Advisor Andre A Lee provides access to investing insights and banking capabilities to help clients make informed decisions as they pursue their goals.

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.

The Island Harbor Group at Morgan Stanley is a prestigious financial institution located in Melville, New York. With a prime address on South Service Road, this group offers a wide range of financial services and expertise to clients looking to secure their financial future. Whether you are seeking investment advice, wealth management solutions, or retirement planning, the experienced professionals at The Island Harbor Group are dedicated to helping you achieve your financial goals. Trust in the reputation and reliability of Morgan Stanley, and let The Island Harbor Group guide you towards a prosperous financial future.

The Papaleo/McCleery Group at Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management solutions to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to deliver superior financial guidance and service to individuals, families, and businesses. Contact us today to learn how we can help you secure your financial future.

UBS Financial Services Inc. is a renowned financial institution located at 58 South Service Road in Melville, New York, United States. Specializing in finance, UBS offers a wide range of services including wealth management, investment banking, asset management, and private banking. With a reputation for excellence and expertise in the financial industry, UBS Financial Services Inc. is dedicated to providing top-notch financial solutions to its clients.