Personal finance services in Melville, New York

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.

Francis Tax and Accounting Service is a reputable institution located in Melville, New York. Specializing in accounting and finance services, our dedicated team of professionals is committed to providing top-notch financial solutions for individuals and businesses alike. With a convenient location on 68 South Service Road, clients can rely on our expertise and personalized approach to meet their financial needs. Whether you require tax preparation, bookkeeping, or financial planning services, Francis Tax and Accounting Service is here to help you navigate the complexities of the financial world with ease and confidence. Contact us today to schedule a consultation and experience the difference our expertise can make for your financial success.

Center For Insurance Services Inc is a reputable insurance agency located at 25 Melville Park Road in Melville, New York. With a team of experienced professionals, we offer a wide range of insurance services to meet the needs of individuals and businesses alike. Our goal is to provide personalized solutions and exceptional customer service to ensure our clients have peace of mind when it comes to their insurance needs. Contact us today to learn more about how we can help protect what matters most to you.

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.

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.

Physician Financial Services is a finance institution located at 225 Broadhollow Road in Melville, New York, United States. Specializing in financial services tailored specifically for physicians, our team of experts is dedicated to helping medical professionals manage their finances and achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, Physician Financial Services is here to provide personalized guidance and support. Trust us to help you navigate the complexities of financial planning so you can focus on what matters most – your patients.

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.

Horizon Wealth Management - 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, they provide personalized financial services to help clients achieve their financial goals and secure their future. Their team of experienced professionals offers expert advice and guidance on investment strategies, retirement planning, estate planning, and more. With a commitment to excellence and client satisfaction, Horizon Wealth Management - UBS Financial Services Inc. is a trusted partner for individuals looking to grow and protect their wealth.

TIAA Financial Services is a reputable institution located at 58 South Service Road in Melville, New York, United States. As a comprehensive financial services provider, TIAA offers a wide range of banking, finance, and insurance services to meet the diverse needs of its clients. With a commitment to excellence and customer satisfaction, TIAA is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Visit TIAA Financial Services today to experience professional and reliable financial solutions.

Summit Financial Services, Inc. is a finance institution located at 145 Pinelawn Road in Melville, New York, United States. With a focus on providing comprehensive financial solutions, Summit Financial Services, Inc. offers a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Summit Financial Services, Inc. today to learn more about how they can help you navigate the complexities of the financial world.

Prospect Financial Services LLC is a leading finance institution located at 445 Broadhollow Road in Melville, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Prospect Financial Services LLC is your trusted partner in financial success.

Churchill Management Group in Melville is a renowned finance institution located at 200 Broadhollow Road in Melville, New York. With a strong reputation for excellence in financial management, Churchill Management Group offers a wide range of financial services to individuals, families, and businesses. Their team of experienced professionals provides personalized financial planning, investment management, and wealth preservation strategies to help clients achieve their financial goals. With a commitment to integrity and client satisfaction, Churchill Management Group is a trusted partner for all your financial needs.

Oddo Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States. With a strong focus on wealth management, the institution offers a wide range of financial services to help clients achieve their financial goals. Their team of experienced professionals provide personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Oddo Wealth Management Group - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world.

Lori DiGangi - UBS Financial Services Inc. is a finance institution located at 58 South Service Road in Melville, New York, United States. Specializing in financial services, they provide expert advice and guidance to clients looking to manage their wealth and investments effectively. With a team of experienced professionals, Lori DiGangi - UBS Financial Services Inc. offers personalized solutions tailored to meet the unique needs and goals of each individual client. Their commitment to excellence and dedication to helping clients achieve financial success sets them apart as a trusted partner in the world of finance.

Northwestern Mutual - Melville is a well-established finance and insurance agency located at 400 Broadhollow Road in Melville, New York. With a strong reputation for providing top-notch financial planning and insurance services, the institution is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, the knowledgeable team at Northwestern Mutual - Melville is committed to providing personalized solutions tailored to your specific needs. Visit their office today to learn more about how they can help you build a secure financial future.

Kingsview Partners - Melville Office is a leading finance institution located at 425 Broadhollow Road in Melville, New York, United States. Our team of experienced financial advisors provides personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Kingsview Partners is committed to helping individuals and businesses navigate the complexities of the financial market. Contact us today to schedule a consultation and learn how we can help you secure your financial future.

Anne Napolitano Consulting, Inc. is a leading provider of Business Accounting & Advisory Services located in Melville, New York. With a focus on accounting and finance, our team of experts is dedicated to helping businesses navigate the complexities of financial management. From bookkeeping and tax preparation to strategic financial planning, we offer a comprehensive range of services to meet the unique needs of each client. Whether you are a small startup or a large corporation, our experienced professionals are here to provide personalized solutions to help you achieve your financial goals. Visit us at 25 Melville Park Road to learn more about how Anne Napolitano Consulting, Inc. can support your business.

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.

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.

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.

Scott Kaufman is a financial advisor at Ameriprise Financial Services, LLC located at 8 Arlington Street, Melville, New York, United States. Scott holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Scott is dedicated to providing personalized financial advice and helping clients achieve their financial goals. Contact Scott Kaufman at Ameriprise Financial Services for professional and comprehensive financial planning services.

Wendy Gorman - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 145 Pinelawn Road, Melville, New York, United States. Wendy Gorman offers personalized financial advice to help clients prepare for their future goals, whether it's saving for college, planning for retirement, or making smart investments. By understanding each client's unique needs and risk tolerance, Wendy helps them feel more confident and in control of their financial life. If you have questions or would like to schedule a complimentary initial consultation, get in touch with Wendy Gorman. You can also visit FINRA's BrokerCheck website for background and qualification information. Ameriprise Financial Services, LLC provides investment products and services, and Wendy Gorman may conduct securities business with residents of specific states where she is properly registered.

Craig James Financial Services, LLC is a finance and insurance agency located at 510 Broadhollow Road in Melville, New York. With a dedication to providing personalized financial solutions to individuals and businesses, Craig James Financial Services offers a wide range of services including investment planning, retirement planning, insurance coverage, and more. Their team of experienced professionals is committed to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Craig James Financial Services is here to help every step of the way.

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.

Geller and Associates - Ameriprise Financial Services, LLC is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides estate planning services to help clients pass wealth to the next generation. Ameriprise financial advisors are registered in certain U.S. states and offer complimentary initial consultations to discuss financial planning concepts. The institution cannot guarantee future financial results. Users of the site are bound by the Ameriprise Financial Website Rules and Regulations. Geller and Associates - Ameriprise Financial Services, LLC is a member of FINRA and SIPC. They value referrals and strive to help friends and family achieve their financial goals.

Jeffrey E Wenzel is a Financial Advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road in Melville, New York, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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®, Jeffrey E Wenzel offers comprehensive and specialized financial services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with asset management, retirement planning, estate planning, investment strategies, insurance products, or tax and benefits planning, Jeffrey E Wenzel has the expertise and knowledge to help you navigate the complexities of financial planning. With a commitment to ethical practices and ongoing education, Jeffrey E Wenzel is dedicated to providing personalized and effective financial solutions to meet your unique needs.

Michael J Ciccarelli is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road, Melville, New York, United States. Michael 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various individuals and businesses. As a trusted financial advisor, Michael is committed to providing comprehensive and personalized financial solutions to help clients achieve their financial goals.

Ira Miller is a financial advisor at Ameriprise Financial Services, LLC located at 145 Pinelawn Road in Melville, New York. As a finance institution, Ameriprise offers personalized financial planning services to help clients achieve their financial goals. Each advisor at Ameriprise has their own "Top areas of focus" to cater to the specific needs of their clients. You can review the backgrounds, credentials, and experience of the advisors to find the best fit for your financial goals. To get started, you can fill out a "Request consultation" form to connect with Ira Miller or any other desired advisor. They will reach out to you to schedule a complimentary initial consultation to discuss your financial needs and create a customized plan to help you reach your goals.

Lev Brickman - Financial Advisor, Ameriprise Financial Services, LLC, located at 200 Broadhollow Road, Melville, New York, United States, is a reputable finance institution offering a wide range of financial services. Lev Brickman holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. The institution also specializes in providing advice and support for individuals with specific financial needs such as domestic partnerships, estate planning, retirement, and high net worth clients. Lev Brickman is dedicated to upholding the highest standards of ethics and professionalism in the financial industry, providing clients with expert guidance and personalized financial solutions.