Legacy wealth management in Melville, New York

Landmark Wealth Management, LLC. is a finance institution located at 95 Broadhollow Road in Melville, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, our knowledgeable professionals are here to guide you every step of the way. Trust Landmark Wealth Management, LLC. to help you secure your financial future.

Heller Wealth Management, located at 225 Broadhollow Road in Melville, New York, is a finance institution dedicated to helping individuals become financially resilient. With a focus on creating long-term financial stability, Heller Wealth Management keeps your net worth working for your life. Take a quick quiz to receive a personalized Financial Resilience Scorecard, designed to help you make informed financial decisions for the future. Start your journey towards financial security with Heller Wealth Management today.

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.

Robert Gallo - TIAA Wealth Management Advisor is a prestigious finance institution located in Melville, New York, United States. As a trusted wealth management advisor, Robert Gallo provides expert financial advice and services to help clients achieve their financial goals and secure their future. With a focus on personalized solutions and exceptional customer service, Robert Gallo - TIAA Wealth Management Advisor is dedicated to helping individuals and families navigate the complexities of wealth management with confidence and peace of mind.

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.

Jose Sanchez - TIAA Wealth Management Advisor is a leading finance institution located at 58 South Service Road in Melville, New York. As a trusted advisor, Jose Sanchez provides personalized wealth management services to help clients achieve their financial goals and secure their futures. With a focus on comprehensive financial planning, investment management, and retirement planning, Jose Sanchez is dedicated to delivering expert financial guidance and support to individuals and families. Contact Jose Sanchez - TIAA Wealth Management Advisor today to start planning for a brighter financial 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.

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.

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

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

Merrill Lynch Wealth Management, located at 300 Broadhollow Road in Melville, New York, offers a collaborative network of experienced financial advisors who can provide personalized investing insights, wealth planning strategies, and retirement income planning. With access to resources from Merrill Lynch and Bank of America, advisors can assist with a range of financial needs, including guidance on concentrated stock positions, traditional investments, and estate planning services. The advisors at the BROADHOLLOW NY branch are dedicated to client service and satisfaction, working closely with clients to understand their goals and create tailored financial strategies. Through volunteerism and charitable outreach, the branch also supports the local community and non-profit organizations.

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

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.

Prime Legacy Advisor Group - Ameriprise Financial Services, LLC is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. Recognized as the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023, we offer complimentary initial consultations to help clients achieve their financial goals. Our experienced advisors provide personalized investment recommendations based on individual goals and risk tolerance, regularly reviewing and updating strategies as life changes. Clients can access their investments and accounts securely from any device. We prioritize what matters most to you, whether it's retirement planning, education savings, or other financial goals. Schedule a consultation today to learn more about how we can help you achieve financial success. Please note that our advisors are registered to do business in certain U.S. states, and we cannot guarantee future financial results. Visit our website for important disclosures and regulations. Trust Ameriprise Financial Services, LLC to help you and your loved ones achieve financial security.

Stanislav Nedzhetskiy - TIAA Wealth Management Advisor is a finance institution located at 58 South Service Road in Melville, New York, United States. As a trusted advisor, Stanislav Nedzhetskiy provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and risk management, Stanislav Nedzhetskiy offers expert guidance and tailored solutions to help clients build and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Stanislav Nedzhetskiy can help you navigate the complex world of finance with confidence.

Fitzpatrick Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. As a part of the globally recognized UBS Financial Services Inc., Fitzpatrick Wealth Management offers a wide range of financial services to help clients achieve their wealth management goals. With a team of experienced professionals and a commitment to personalized service, they provide tailored financial solutions to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Fitzpatrick Wealth Management is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

The Russell Wealth Management Group - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. With a focus on wealth management, this institution offers a range of financial services to help clients achieve their financial goals. Their team of experienced professionals provides personalized advice and strategic planning to help clients navigate the complexities of the financial market. Whether you are looking to grow your investments, plan for retirement, or protect your assets, The Russell Wealth Management Group - UBS Financial Services Inc. is dedicated to helping you secure a stable financial future.

Kleiman Wealth Management Group - UBS Financial Services Inc. is a prominent finance institution located at 58 South Service Road in Melville, New York, United States. With a focus on providing comprehensive wealth management services, the team at Kleiman Wealth Management Group offers personalized financial solutions to help clients achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, the experienced professionals at this institution are dedicated to providing top-notch financial guidance and support.

Merrill Lynch Private Wealth Advisor Gianluca Palermo, located at 300 Broadhollow Road, Melville, New York, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team of private wealth advisors, offers personalized services based on trust and integrity. Recognized for their exemplary client service, the advisors at Merrill Private Wealth Management strive to help clients achieve their financial goals through a goals-based wealth management approach. The team at the Palermo Frangas Group, led by partners Luca Palermo and Nick Frangas, has received national accolades for their commitment to providing a special kind of experience for a select group of families. They work closely with individuals, families spanning multiple generations, business owners, and executives to address the complexities that come with managing significant wealth. With a focus on proactive wealth preservation and transfer, the team is dedicated to helping clients navigate key decision points and resolve any obstacles they may encounter.

Bridge Wealth is a finance institution located at 68 South Service Road in Melville, New York. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced advisors offers a wide range of financial solutions, including investment planning, retirement planning, and estate planning. At Bridge Wealth, we are committed to helping our clients build and preserve their wealth for the future. Contact us today to learn more about how we can help you secure your financial future.

Tortorici Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located in Melville, New York. Specializing in wealth management, our team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on client satisfaction, we offer a wide range of services including investment planning, retirement planning, estate planning, and more. Visit us at 58 South Service Road to learn how we can help you secure your financial future.

Unitas Wealth Management is a premier financial institution located at 395 North Service Road in Melville, New York. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Unitas Wealth Management offers tailored solutions to meet your specific needs. With a focus on transparency, integrity, and excellence, we strive to build long-lasting relationships with our clients based on trust and mutual success. Contact us today to learn more about how we can help you secure your financial future.

LG Planning Group is a finance and insurance agency located at 445 Broadhollow Road in Melville, New York. We specialize in providing comprehensive financial planning services and insurance solutions to help our clients achieve their long-term financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored advice to meet the unique needs of each individual or business. Whether you are looking to invest for the future, protect your assets, or plan for retirement, LG Planning Group is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Ettinger Law Firm is a renowned institution specializing in elder law and estate planning services. Located at 1 Huntington Quadrangle in Melville, New York, this firm is dedicated to providing expert legal guidance and support to individuals and families in need of estate planning assistance. With a team of experienced lawyers, Ettinger Law Firm offers personalized solutions tailored to meet each client's unique needs and goals. Whether you are looking to create a will, establish a trust, or navigate the complexities of Medicaid planning, the professionals at Ettinger Law Firm are here to help. Trustworthy, reliable, and committed to excellence, Ettinger Law Firm is your go-to destination for all your elder law and estate planning needs.

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.

B N Kozin Co is a reputable finance institution located at 560 Broadhollow Road in Melville, New York, United States. With a focus on providing top-notch financial services, B N Kozin Co is dedicated to helping clients achieve their financial goals. Whether you're looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at B N Kozin Co is here to help. Trustworthy, reliable, and committed to excellence, B N Kozin Co is a trusted partner for all your financial needs.

Ferrari & Wallace, LLP is a prestigious law firm located at 175 Pinelawn Road in Melville, New York. Specializing in a wide range of legal services, our team of experienced attorneys is dedicated to providing top-notch representation and personalized attention to each client. With a reputation for excellence and a track record of success, Ferrari & Wallace, LLP is committed to delivering exceptional legal services tailored to meet the unique needs of our clients. Contact us today for expert legal assistance in matters ranging from corporate law to personal injury cases.

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.

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.