TOP 30 Investor solutions in Melville, New York

40 results found

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

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.

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.

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.

Professional Wealth Associates is a leading finance and insurance agency located at 445 Broadhollow Road in Melville, New York. With a team of experienced professionals, we provide comprehensive financial planning and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, protect your assets, or plan for retirement, our experts are here to guide you every step of the way. At Professional Wealth Associates, your financial success is our top priority.

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.

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.

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.

Treebrook Financial Group is a reputable finance institution located at 520 Broadhollow Road in Melville, New York. Specializing in a wide range of financial services, Treebrook Financial Group is committed to providing personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer expert advice and guidance to help clients make informed decisions about investments, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or secure your financial future, Treebrook Financial Group is dedicated to helping you succeed.

North Ridge Wealth Planning is a premier financial institution located at 1895 Walt Whitman Road in Melville, New York. Our team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals through comprehensive wealth planning. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our experts are here to provide personalized solutions tailored to your specific needs. Trust North Ridge Wealth Planning to guide you towards a secure financial future.

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.

ERISA Fiduciary Services is a leading finance institution located at 1800 Walt Whitman Road in Melville, New York, United States. Specializing in ERISA (Employee Retirement Income Security Act) compliance and fiduciary services, our team of experts provides comprehensive financial solutions for businesses and individuals. With a focus on retirement planning and investment management, we strive to help our clients achieve their long-term financial goals. Contact us today to learn more about how we can assist you with your financial needs.

Steve Brett - Raymond James is a reputable finance institution located at 10 Melville Park Road in Melville, New York. As a branch of Raymond James, a well-known financial services firm, Steve Brett offers a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Steve Brett - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Visit their office in Melville to learn more about their services and how they can assist you with your financial needs.

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.

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.

A&F Capital Group, located at 200 Broadhollow Road in Melville, New York, is an independent financial services and insurance company. We specialize in providing objective solutions for small and mid-sized businesses, as well as high net worth individuals, without the sale of any proprietary products. Our team prides itself on building personal client relationships and providing unparalleled service. We believe in frequent communication with our clients to keep them fully informed about their accounts and to help them achieve their financial goals while minimizing unnecessary risk. Our focus is on creating custom investment and insurance portfolios that offer consistent tax-efficient returns.

Brian Gabel - TIAA Wealth Management Advisor is a finance institution located at 58 South Service Road in Melville, New York, United States. As a trusted advisor, Brian Gabel helps clients navigate the complexities of wealth management, offering personalized solutions to help them achieve their financial goals. With a focus on building long-term relationships, Brian Gabel provides expert guidance on investments, retirement planning, and estate planning. Whether you are looking to grow your wealth or secure your financial future, Brian Gabel - TIAA Wealth Management Advisor is dedicated to helping you make informed decisions and achieve financial success.

Eric Abney - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 445 Broadhollow Road, Melville, New York, United States, is a finance institution offering a wide range of services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the institution ensures that its advisors have the expertise and knowledge to assist clients with various financial needs. From asset management to retirement planning, estate planning, and investment strategies, the advisors at Eric Abney are equipped to provide personalized solutions tailored to each individual's unique situation. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, the team at Eric Abney is dedicated to helping you achieve your financial goals.

Silvana Serravillo-Graci - Morgan Stanley Financial Advisor is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. As a financial advisor at Morgan Stanley, Silvana Serravillo-Graci provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, Silvana Serravillo-Graci is dedicated to helping individuals and businesses navigate the complexities of the financial world. Contact Silvana Serravillo-Graci - Morgan Stanley Financial Advisor today for expert financial advice and support.

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

Robert Pecoraro - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. Robert Pecoraro holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various areas of financial planning, including asset management, estate planning, retirement planning, and investment management. Robert Pecoraro is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Robert Pecoraro - Financial Advisor, Ameriprise Financial Services, LLC for expert guidance on your financial goals.

Royal Alliance Associates Inc is a finance institution located at 734 Walt Whitman Road in Melville, New York. As a trusted financial services firm, we provide a range of investment and wealth management solutions to help our clients achieve their financial goals. Our team of experienced advisors offers personalized guidance and expertise to help clients navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Royal Alliance Associates Inc is here to help you every step of the way.

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

Joseph Fitzpatrick - UBS Financial Services Inc. is a leading financial institution located at 58 South Service Road in Melville, New York, United States. As part of the renowned UBS Financial Services Inc., the institution offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors and experts, Joseph Fitzpatrick - UBS Financial Services Inc. provides personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, retirement planning, or estate planning services, you can trust Joseph Fitzpatrick - UBS Financial Services Inc. to provide you with professional and reliable financial guidance.

Merrill Lynch Financial Advisor Richard L Morse is a reputable finance institution located at 1305 Walt Whitman Road in Melville, New York, United States. As a trusted financial advisor, Richard L Morse provides personalized financial planning and investment services to help clients achieve their financial goals. With a strong commitment to excellence and a wealth of experience in the finance industry, Merrill Lynch Financial Advisor Richard L Morse is dedicated to helping clients make informed decisions about their finances and secure their financial future.

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

Mark Calaci is a dedicated Wealth Management Advisor at TIAA, located at 58 South Service Road in Melville, New York. With a strong background in finance and a passion for helping clients achieve their financial goals, Mark offers personalized financial planning services tailored to each individual's needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Mark Calaci is committed to providing expert guidance and support every step of the way. Contact Mark Calaci at TIAA Wealth Management Advisor for a consultation today.

Rosica Wealth Management Group - UBS Financial Services Inc. is a renowned finance institution located at 58 South Service Road in Melville, New York, United States. With a strong commitment to providing top-notch financial services, the institution offers a wide range of wealth management solutions tailored to meet the unique needs of their clients. From investment planning to retirement strategies, the team at Rosica Wealth Management Group - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth or protect your assets, you can trust in the expertise and professionalism of this esteemed institution.

Jennifer A Segura - Morgan Stanley is a leading finance institution located at 58 South Service Road in Melville, New York, United States. With a strong reputation for providing top-notch financial services and advice, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Jennifer A Segura - Morgan Stanley is here to guide you every step of the way. Trust us to provide personalized solutions and expert guidance to help you secure your financial future.