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TOP 30 Personalized insurance consultation in Melville, NY
54 results found
Search for local businesses, places and services near you
TIAA Financial Services
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.
Point Wealth Management
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.
Lighthouse Financial Network, LLC
Lighthouse Financial Network, LLC is a reputable finance and insurance agency located at 575 Broadhollow Road in Melville, New York. Our dedicated team of professionals is committed to providing personalized financial solutions to help individuals and businesses achieve their goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to guide you every step of the way. With a focus on integrity and transparency, Lighthouse Financial Network, LLC is your trusted partner in navigating the complexities of the financial world.
Blue Chip Financial Corp.
Blue Chip Financial Corp. is a finance and insurance agency located at 200 Broadhollow Road in Melville, New York, United States. As a part of Cetera Wealth Partners, a region of Cetera Advisor Networks, we provide answers to some of life's most important questions. Our services include securities and advisory services offered through Cetera Advisor Networks LLC, a broker/dealer and Registered Investment Adviser. Our team consists of Registered Representatives and Investment Adviser Representatives who offer brokerage services, investment advisory services, or both. Visit our website to access interesting calculators and learn more about our business continuity and order routing practices. Trust Blue Chip Financial Corp. for expert financial guidance and personalized solutions.
The Choice Group Wealth Management
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.
Tantillo Wealth Management
Tantillo Wealth Management is a leading finance and insurance agency located at 555 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 invest for the future, protect your assets, or plan for retirement, Tantillo Wealth Management is here to provide expert guidance and support. Contact us today to learn more about our comprehensive financial services.
Tony Gomez CFP Northwestern Mutual
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.
Ayman Ibrahim CPA
Ayman Ibrahim CPA is a reputable accounting, finance, and insurance agency located at 515 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, financial planning, or insurance coverage, our dedicated team is here to provide personalized and reliable solutions. Trust Ayman Ibrahim CPA for all your accounting and financial needs.
a&f capital group
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.
Coordinated Plan
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: Michael P Mennella, CFPÂ , CLUÂ , ChFCÂ , CLTC
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.
Merrill Lynch Financial Advisor Tyler E Alvarez
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.
Cheryl Rambler-Goveia - Financial Advisor, Ameriprise Financial Services, LLC
Cheryl Rambler-Goveia is a financial advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. Ameriprise has been recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek. Cheryl provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. Cheryl offers complimentary initial consultations to help clients achieve their financial goals. The Retirement InteractiveSM tool helps address common retirement questions and concerns. Investment products are not FDIC insured and involve risks. Securities are offered through Ameriprise Financial Services, LLC, a registered investment advisor. Cheryl may conduct securities business with residents of specific states. Referrals are appreciated, and clients can expect personalized attention and support in achieving their financial goals. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
Merrill Lynch Financial Advisor Raymond A Miranda
Merrill Lynch Financial Advisor Raymond A Miranda, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution that prioritizes understanding your life goals and aspirations. The Miranda Wealth Management Group takes a holistic approach to investing, focusing on integrity, attention, and hard work. They collaborate with clients to create personalized financial plans tailored to each individual's needs, working closely with tax advisors and attorneys to ensure the best outcomes. The institution offers a range of services, including investment management, retirement analysis, insurance, trust and estate planning, and lending, supported by the resources of Merrill Lynch Wealth Management and Bank of America. The team is dedicated to helping high net worth individuals and their families achieve both short-term and long-term financial goals while reducing risk and volatility. With a focus on building wealth and preserving assets, the institution believes in creating a financial approach that aligns with each client's unique priorities. By combining expertise with leading research, they strive to help clients reach their financial objectives. The institution has received recognition for exemplary client service from Forbes, showcasing their commitment to providing personalized and trustworthy financial advice. Clients can expect a personalized approach that reflects their goals and values, with regular check-ins to ensure their financial plan remains aligned with their changing needs. Merrill Lynch Financial Advisor Raymond A Miranda is dedicated to helping clients achieve their financial goals through a personalized and comprehensive approach.
Craig James Financial Services, LLC
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.
Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services, LLC
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.
Merrill Lynch Financial Advisor Matthew A Roache
Merrill Lynch Financial Advisor Matthew A Roache, located at 1305 Walt Whitman Road in Melville, New York, offers personalized financial planning services tailored to your life priorities. The Miranda Wealth Management Group takes a holistic approach to investing, focusing on integrity, attention, and hard work to ensure that each client's financial situation and desires are fully understood. By collaborating with tax advisors and attorneys, the team ensures that all aspects of your financial strategy work together seamlessly. Specializing in high net worth individuals, families, and businesses, Merrill Lynch Financial Advisor Matthew A Roache provides customized recommendations for investment management, retirement planning, insurance, trust and estate planning services, and lending. With access to resources from Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A., the team can help you achieve a balance between building wealth and reducing risk.
Gordon Financial Group LLC David N. Gordon Investment Advisor
Gordon Financial Group LLC David N. Gordon Investment Advisor is a reputable finance and insurance agency located at 445 Broadhollow Road in Melville, New York, United States. Led by experienced investment advisor David N. Gordon, the institution offers a wide range of financial services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Gordon Financial Group LLC is dedicated to providing top-notch service and guidance to individuals and businesses seeking to secure their financial futures.
Lev Brickman - Financial Advisor, Ameriprise Financial Services, LLC
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.
Merrill Lynch Financial Advisor Alicia L Ruberti
Merrill Lynch Financial Advisor Alicia L Ruberti, located at 1305 Walt Whitman Road in Melville, New York, is a trusted finance institution dedicated to helping clients prioritize and pursue their financial goals. With over a decade of experience in the financial services industry, Alicia Ruberti joined Merrill Lynch Wealth Management in 2010 and is committed to providing personalized financial strategies tailored to each client's needs. As a graduate of Adelphi University and a Long Island resident since 2003, Alicia combines the investment insights of Merrill with the banking convenience of Bank of America to offer guidance in investments, retirement planning, insurance, education funding, wealth transfer strategies, and banking services. With a focus on goals-based wealth management, Alicia works to provide exceptional care and service for her clients.
Maria G DeGennaro - Financial Advisor, Ameriprise Financial Services, LLC
Maria G DeGennaro is a financial advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road in Melville, New York, United States. She offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Maria documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and accounts securely from any device. If you have questions or want to schedule a complimentary initial consultation, contact Maria. Background and qualification information is available on FINRA's BrokerCheck website. The institution focuses on important goals such as retirement, education, and major purchases. Clients can explore the Retirement Interactive tool to address common retirement questions and challenges.
Northwestern Mutual: Charles Valenti
Northwestern Mutual: Charles Valenti is a finance institution located at 400 Broadhollow Road in Melville, New York, United States. As a branch of Northwestern Mutual, this institution offers a range of financial services such as insurance, investments, and financial planning. With a focus on helping clients achieve their financial goals and secure their future, Northwestern Mutual: Charles Valenti provides personalized and comprehensive financial solutions tailored to each individual's needs. Whether you are looking to protect your assets, grow your wealth, or plan for retirement, the experienced professionals at Northwestern Mutual: Charles Valenti are dedicated to helping you navigate the complexities of the financial world and make informed decisions for your financial well-being.
Natalie Mcginley, Financial Professional - New York Life
Natalie Mcginley, Financial Professional - New York Life, located at 1660 Walt Whitman Road, Melville, New York, United States, offers a wide range of financial services and products to meet the needs of clients. Specializing in creating custom insurance and financial solutions, Natalie works closely with clients to develop comprehensive approaches that address current needs, future goals, and wealth transfer to the next generation. With expertise in life insurance, long-term care, disability insurance, annuities, and investments, Natalie helps clients protect their families, assets, and businesses from unexpected events while pursuing greater returns for a secure retirement. As a financial advisor with Eagle Strategies, Natalie is committed to building long-term relationships with clients and providing personalized guidance and support through life's biggest moments. From life insurance to financial strategy, Natalie helps clients turn their love for their families into policies that offer protection and peace of mind. Whether planning for retirement, education expenses, or estate transfer, Natalie can help clients navigate the complex world of finance and create customized plans that meet their needs and goals. Contact Natalie Mcginley, Financial Professional - New York Life, to start planning for a secure financial future.
Michael O'Keeffe - Financial Advisor, Ameriprise Financial Services, LLC
Michael O'Keeffe, a Financial Advisor at Ameriprise Financial Services, LLC in Melville, New York, United States, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Michael is well-equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Whether you are looking to plan for your future, manage your investments, or navigate complex financial situations, Michael O'Keeffe can help guide you towards your financial goals. With a commitment to ethical practices and ongoing education, Michael is dedicated to providing top-notch financial services to his clients.
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