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Top 30 Best Private family offices in Melville, New York

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  • 1
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  • #1

    Bank of America Private Client Advisor William Ayers

    ● Open
    300 Broadhollow Rd, Melville, NY 11747, United States
    (631) 547-7676
    private.bankofamerica.com

    Bank of America Private Client Advisor William Ayers, located at 300 Broadhollow Road, Melville, New York, is a finance institution led by Senior Vice President and Private Client Advisor, Bill Ayers.

    Financial Service
    Details
  • #2

    Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Closed
    200 Broadhollow Rd #302, Melville, NY 11747, United States
    (631) 760-2265
    ameripriseadvisors.com

    Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, offers a wide range of financial services to meet the needs of individuals and businesses.

    Photo of Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC - 200 Broadhollow Road, Melville, NY 11747, USA Photo of Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC - 200 Broadhollow Road, Melville, NY 11747, USA Photo of Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC - 200 Broadhollow Road, Melville, NY 11747, USA
    Financial Service
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  • #3

    Merrill Lynch Private Wealth Advisor Sheena Marr

    ● Closed
    300 Broadhollow Rd, Melville, NY 11747, United States
    (631) 944-9645
    pwa.ml.com

    Merrill Lynch Private Wealth Advisor Sheena Marr is a finance institution located at 300 Broadhollow Road, Melville, New York, United States.

    Financial Service
    Details
  • #4

    Merrill Lynch Private Wealth Advisor Marc Russell Stenzler

    ● Closed
    300 Broadhollow Rd #100W, Melville, NY 11747, United States
    (631) 944-9678
    pwa.ml.com

    Merrill Lynch Private Wealth Advisor Marc Russell Stenzler, located at 300 Broadhollow Road in Melville, New York, offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth.

    Financial Service
    Details
  • #5

    Merrill Lynch Private Wealth Advisor Charles P Donnelly

    ● Closed
    300 Broadhollow Rd, Melville, NY 11747, United States
    (631) 944-9649
    pwa.ml.com

    Merrill Lynch Private Wealth Advisor Charles P Donnelly, located at 300 Broadhollow Road, Melville, New York, United States, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth.

    Financial Service
    Details
  • #6

    Bank of America Private Client Advisor Frances Beiro

    ● Open
    300 Broadhollow Rd, Melville, NY 11747, United States
    (631) 547-7617
    private.bankofamerica.com

    Bank of America Private Client Advisor Frances Beiro is located at 300 Broadhollow Road in Melville, New York, United States.

    Photo of Bank of America Private Client Advisor Frances Beiro - 300 Broadhollow Road, Melville, NY 11747, USA
    Financial Service
    Details
  • #7

    Bank of America Private Client Advisor Terence J McLaughlin

    ● Open
    300 Broadhollow Rd, Melville, NY 11747, United States
    (631) 547-7716
    private.bankofamerica.com

    Bank of America Private Client Advisor Terence J McLaughlin, located at 300 Broadhollow Road, Melville, New York, United States, is a finance institution led by Managing Director Terry McLaughlin.

    Financial Service
    Details
  • #8

    Bank of America Private Client Advisor Jing J Chen

    ● Open
    300 Broadhollow Rd, Melville, NY 11747, United States
    (631) 547-7962
    private.bankofamerica.com

    Bank of America Private Client Advisor Jing J Chen is a Managing Director and Private Client Advisor located at 300 Broadhollow Road, Melville, New York, United States.

    Photo of Bank of America Private Client Advisor Jing J Chen - 300 Broadhollow Road, Melville, NY 11747, USA
    Financial Service
    Details
  • #9

    Bank of America Private Client Advisor Vincent A Keaveny

    ● Open
    300 Broadhollow Rd, Melville, NY 11747, United States
    (631) 547-7616
    private.bankofamerica.com

    Bank of America Private Client Advisor Vincent A Keaveny, located at 300 Broadhollow Road in Melville, New York, offers wealth management guidance for clients with complex financial needs.

    Financial Service
    Details
  • 4.9 238
    #10

    Cardinal Financial Company, Limited Partnership

    ● Closed
    41 Pinelawn Rd Suite 100, Melville, NY 11747, United States
    (980) 350-6668
    cardinalfinancial.com

    Cardinal Financial Company, Limited Partnership is a reputable finance institution located at 41 Pinelawn Road in Melville, New York, United States.

    Photo of Cardinal Financial Company, Limited Partnership - 41 Pinelawn Road, Melville, NY 11747, USA Photo of Cardinal Financial Company, Limited Partnership - 41 Pinelawn Road, Melville, NY 11747, USA Photo of Cardinal Financial Company, Limited Partnership - 41 Pinelawn Road, Melville, NY 11747, USA
    Financial Service
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  • 5 1
    #11

    Robert Gallo - TIAA Wealth Management Advisor

    ● Closed
    58 S Service Rd Suite 305, Melville, NY 11747, United States
    (866) 842-2053
    locations.tiaa.org

    Robert Gallo - TIAA Wealth Management Advisor is a prestigious finance institution located in Melville, New York, United States.

    Photo of Robert Gallo - TIAA Wealth Management Advisor - 58 South Service Road, Melville, NY 11747, USA
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    Details
  • 5 16
    #12

    Estrada Vega Capital

    ● Closed
    200 Broadhollow Rd Suite 207, Melville, NY 11747, United States
    (516) 600-0127
    estradavegacapital.com

    Estrada Vega Capital is a prominent financial institution located at 200 Broadhollow Road in Melville, New York.

    Photo of Estrada Vega Capital - 200 Broadhollow Road, Melville, NY 11747, USA Photo of Estrada Vega Capital - 200 Broadhollow Road, Melville, NY 11747, USA Photo of Estrada Vega Capital - 200 Broadhollow Road, Melville, NY 11747, USA
    Details
  • 5 2
    #13

    City National Bank

    ● Closed
    425 Broadhollow Rd Suite 105, Melville, NY 11747, United States
    (516) 370-7100
    locations.cnb.com

    City National Bank, located at 425 Broadhollow Road in Melville, New York, is a trusted institution offering a range of banking and finance services. Our experienced Relationship Managers are ready to assist you with all your business banking needs.

    Photo of City National Bank - 425 Broadhollow Road, Melville, NY 11747, USA Photo of City National Bank - 425 Broadhollow Road, Melville, NY 11747, USA Photo of City National Bank - 425 Broadhollow Road, Melville, NY 11747, USA
    Bank, Credit Union Financial Service
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  • 1 1
    #14

    Oppenheimer & Co. Inc.

    ● Closed
    2 Jericho Plaza Suite #113, Jericho, NY 11753, United States
    (516) 733-1356
    oppenheimer.com

    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.

    Financial Service
    Details
  • 1 1
    #15

    Jose Sanchez - TIAA Wealth Management Advisor

    ● Closed
    58 S Service Rd Suite 305, Melville, NY 11747, United States
    (516) 454-4065
    locations.tiaa.org

    Jose Sanchez - TIAA Wealth Management Advisor is a leading finance institution located at 58 South Service Road in Melville, New York.

    Photo of Jose Sanchez - TIAA Wealth Management Advisor - 58 South Service Road, Melville, NY 11747, USA
    Financial Service
    Details
  • #16

    Premier Wealth Partners, Inc.

    ● Closed
    35 Pinelawn Rd Suite 208E, Melville, NY 11747, United States
    (631) 719-8205
    premierwealthpartnersinc.com

    Premier Wealth Partners, Inc. is a leading finance institution located at 35 Pinelawn Road in Melville, New York.

    Photo of Premier Wealth Partners, Inc. - 35 Pinelawn Road, Melville, NY 11747, USA
    Financial Service
    Details
  • #17

    The Patterson Safarik Group - Morgan Stanley

    ● Open
    58 S Service Rd # 400, Melville, NY 11747, United States
    (631) 755-8862
    advisor.morganstanley.com

    The Patterson Safarik Group at Morgan Stanley is a leading finance institution located at 58 South Service Road in Melville, New York.

    Financial Service
    Details
  • #18

    Clifford J Moss Wealth Advisory Group

    ● Closed
    600 Broadhollow Rd #200, Melville, NY 11747, United States
    (646) 954-9742

    Clifford J Moss Wealth Advisory Group is a premier finance institution located at 600 Broadhollow Road in Melville, New York.

    Photo of Clifford J Moss Wealth Advisory Group - 600 Broadhollow Road, Melville, NY 11747, USA Photo of Clifford J Moss Wealth Advisory Group - 600 Broadhollow Road, Melville, NY 11747, USA
    Financial Service
    Details
  • #19

    treebrook financial group

    ● Open
    520 Broadhollow Rd, Melville, NY 11747, United States
    (631) 391-3478
    treebrookfinancial.com

    Treebrook Financial Group is a reputable finance institution located at 520 Broadhollow Road in Melville, New York.

    Financial Service
    Details
  • #20

    Trivium Point Advisory

    ● Closed
    41 Pinelawn Rd Suite 101, Melville, NY 11747, United States
    (516) 730-0330
    triviumpoint.com

    Trivium Point Advisory, located at 41 Pinelawn Road in Melville, New York, is a finance institution that is excited to welcome Paradigm Financial Partners and Lyons & Lyons, CPAs to their team.

    Financial Service
    Details
  • #21

    William Spencer

    ● Closed
    290 Broadhollow Rd, Melville, NY 11747, United States
    (516) 404-8483

    William Spencer is a prestigious finance institution located at 290 Broadhollow Road in Melville, New York.

    Photo of William Spencer - 290 Broadhollow Road, Melville, NY 11747, USA Photo of William Spencer - 290 Broadhollow Road, Melville, NY 11747, USA
    Financial Service
    Details
  • #22

    elm financial group

    ● Closed
    520 Broadhollow Rd, Melville, NY 11747, United States
    (631) 391-3415

    Elm Financial Group is a leading finance institution located at 520 Broadhollow Road in Melville, New York, United States.

    Financial Service
    Details
  • #23

    Merrill Lynch Financial Advisor Tyler E Alvarez

    ● Closed
    1305 Walt Whitman Rd, Melville, NY 11747, United States
    (631) 351-5042
    fa.ml.com

    Merrill Lynch Financial Advisor Tyler E Alvarez is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States.

    Financial Service
    Details
  • #24

    Merrill Lynch Financial Advisor Michael Provenz

    ● Closed
    1305 Walt Whitman Rd, Melville, NY 11747, United States
    (631) 351-5113
    fa.ml.com

    Merrill Lynch Financial Advisor Michael Provenz, located at 1305 Walt Whitman Road in Melville, New York, serves an accomplished and affluent clientele seeking personalized retirement and inter-generational wealth planning.

    Financial Service
    Details
  • #25

    Janney Montgomery Scott LLC

    ● Closed
    395 N Service Rd #411, Melville, NY 11747, United States
    (631) 753-1111
    janney.com

    Janney Montgomery Scott LLC is a leading financial institution located at 395 North Service Road in Melville, New York, United States.

    Photo of Janney Montgomery Scott LLC - 395 North Service Road, Melville, NY 11747, USA Photo of Janney Montgomery Scott LLC - 395 North Service Road, Melville, NY 11747, USA
    Financial Service
    Details
  • #26

    Stephen Kaplan - UBS Financial Services Inc.

    ● Open
    58 S Service Rd Suite 310, Melville, NY 11747, United States
    (631) 454-3252
    advisors.ubs.com

    Stephen Kaplan - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States.

    Financial Service
    Details
  • #27

    Tortorici Wealth Management Group - UBS Financial Services Inc.

    ● Open
    58 S Service Rd Suite 310, Melville, NY 11747, United States
    (631) 454-3242
    advisors.ubs.com

    Tortorici Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located in Melville, New York.

    Financial Service
    Details
  • #28

    The Empire Group - UBS Financial Services Inc.

    ● Open
    58 S Service Rd Suite 310, Melville, NY 11747, United States
    (631) 420-6405
    advisors.ubs.com

    The Empire Group - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States.

    Financial Service
    Details
  • #29

    Raymond James Financial Services

    ● Open
    445 Broadhollow Rd #25, Melville, NY 11747, United States
    (631) 881-0852
    raymondjames.com

    Raymond James Financial Services is a finance institution located at 445 Broadhollow Road in Melville, New York.

    Financial Service
    Details
  • #30

    The Pine Barrens Group - Morgan Stanley

    ● Open
    58 S Service Rd # 400, Melville, NY 11747, United States
    (631) 755-8921
    advisor.morganstanley.com

    The Pine Barrens Group - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York, United States.

    Financial Service
    Details
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