TOP 30 Secure building in Melville, New York
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Northwestern Mutual - Melville
● ClosedNorthwestern 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.
400 Broadhollow Rd # 200, Melville, NY 11747, United States -
Kingsview Partners - Melville Office
● ClosedKingsview 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.
425 Broadhollow Rd Suite 304, Melville, NY 11747, United States -
The Modern Medicare Agency
● ClosedThe Modern Medicare Agency, located at 445 Broadhollow Road in Melville, New York, is a health insurance agency dedicated to helping individuals navigate the complexities of Medicare. Our experienced agents are ready to answer all your Medicare questions and provide personalized advice to ensure you find the right coverage for your healthcare needs. Whether you're looking for Medicare Supplement Plans, Medicare Advantage Plans, or Medicare Part D coverage, we have a wide range of options to suit your requirements and budget. Paul Barrett, our expert in the field with years of experience, leads our team in providing top-notch service to our clients. We believe in building long-term relationships with our clients, offering ongoing support even after enrollment. Our goal is to simplify the Medicare enrollment process and empower you with the information you need to make confident decisions about your healthcare coverage.
445 Broadhollow Rd #25, Melville, NY 11747, United States -
The Accredited Group
● ClosedThe Accredited Group is a boutique business development firm located at 1 Huntington Quadrangle in Melville, New York. Specializing in finance, The Accredited Group offers a wide range of financial products to help small businesses grow and succeed. With over 15 years of experience, TAG is dedicated to providing the best possible solutions to its clients, always putting customer service first. From quick funding to reducing credit card processing fees, TAG is committed to helping businesses thrive. Connect with a dedicated Business Financing Advisor to explore the best offers from their marketplace of lenders and customize a product line to meet your business needs. Whether you're looking to build your empire or secure a revolving line of credit, TAG is here to help you every step of the way. Contact The Accredited Group today to learn more about their business and mortgage solutions and take the first step towards securing funding for your business.
1 Huntington Quadrangle, Melville, NY 11747, United States -
Northwestern Mutual - Financial District
● ClosedNorthwestern Mutual - Financial District is a leading financial institution located at 50 Broad Street in the heart of New York City. As a trusted provider of financial services, Northwestern Mutual offers a wide range of solutions to help clients achieve their financial goals and secure their financial future. With a team of experienced financial advisors and experts, Northwestern Mutual is dedicated to providing personalized financial planning, investment management, insurance solutions, and retirement planning services. Whether you are looking to build wealth, protect your assets, or plan for retirement, Northwestern Mutual is committed to helping you navigate the complex world of finance with confidence and peace of mind.
50 Broad St STE1502, New York, NY 10004, United States -
Millennium Alliance Group
● ClosedSecure a reliable insurance plan with Millennium Alliance Group, LLC located at 534 Broadhollow Road in Melville, New York. Since 1998, Millennium Alliance Group has been serving clients in Melville, NY, and over 30 states nationwide. As an independent insurance agency, we partner with our clients to assess and manage personal and business risks, costs, and opportunities. Our team is dedicated to building lifetime client relationships based on trust, confidence, and understanding, while delivering policies in simple terms. We offer coverage and risk management solutions for companies of all sizes, as well as solutions for attracting, retaining, and protecting your team. With a focus on Melville, NY, Long Island, NY, and the greater New York City area, we provide secure insurance solutions tailored to your needs. Contact us today to secure your insurance needs efficiently and effectively.
534 Broadhollow Rd suite 103, Melville, NY 11747, United States -
Northwestern Mutual Life Insurance
● OpenNorthwestern Mutual Life Insurance, located at 25 Melville Park Road in Melville, New York, is a trusted finance and insurance agency dedicated to helping you protect the life you've worked hard to build. With a focus on personalized service, our advisors will work with you to determine the right type and amount of life insurance to meet your unique needs and budget. Our policies are designed to provide you with financial security and flexibility, whether you need a safety net for the unexpected or a foundation for a smart financial plan. From covering expenses like mortgages and tuition to providing additional retirement income, our life insurance options are tailored to fit your goals.
25 Melville Park Rd, Melville, NY 11747, United States -
Principal Financial Group
● ClosedPrincipal Financial Group, located at 48 South Service Road in Melville, New York, is a finance and insurance agency dedicated to helping individuals, businesses, and their employees achieve financial security. As part of the nationwide network of financial professionals affiliated with Principal Financial Group, we offer a range of services to meet our clients' needs. Our team is committed to building relationships and providing personalized solutions to help protect and grow your wealth. Whether you are looking for insurance products, life insurance, annuities, securities, or investment advisory services, our licensed professionals are here to assist you. Join us in making a difference in the financial well-being of our community. Let's work together to solve problems and create a brighter future.
48 S Service Rd #402, Melville, NY 11747, United States -
The Papaleo/McCleery Group - Morgan Stanley
● OpenThe Papaleo/McCleery Group at Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management solutions to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to deliver superior financial guidance and service to individuals, families, and businesses. Contact us today to learn how we can help you secure your financial future.
58 S Service Rd # 400, Melville, NY 11747, United States -
Clifford J Moss Wealth Advisory Group
● ClosedClifford J Moss Wealth Advisory Group is a premier finance institution located at 600 Broadhollow Road in Melville, New York. Our team of experienced financial advisors offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, we strive to help our clients navigate the complexities of the financial world with confidence. Contact us today to learn more about how we can help you secure your financial future.
600 Broadhollow Rd #200, Melville, NY 11747, United States -
Evan Kralstein - Raymond James
● OpenEvan Kralstein - Raymond James is a finance institution located at 900 Walt Whitman Road in Melville, New York. Specializing in financial services, the institution offers a range of investment and wealth management solutions to individuals and businesses. With a team of experienced financial advisors, Evan Kralstein - Raymond James 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, the institution provides personalized strategies and expert guidance to help you make informed financial decisions. Visit Evan Kralstein - Raymond James today to start building a strong financial foundation.
900 Walt Whitman Rd Suite 306, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Philip Siegel
● ClosedMerrill Lynch Financial Advisor Philip Siegel is located at 1305 Walt Whitman Road in Melville, New York, United States. With a focus on wealth planning, Phil brings innovative ideas to successful individuals in various industries, such as sports and entertainment, technology, and healthcare. He is dedicated to building strong relationships with his clients and helping them make important financial decisions for themselves and their families. Phil is a Certified Financial Planner™ and Chartered Retirement Planning CounselorSM, with a Bachelor's degree in Finance from The George Washington University. He believes in a defined process for building wealth, emphasizing strategies that can create long-term results. Phil works closely with clients to understand their goals, risk tolerance, and investment objectives, creating personalized asset allocation plans that may include dividend-paying stocks, technology companies, ETFs, and alternative investments.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Sterling Wealth Management Group
● ClosedSterling Wealth Management Group is a leading finance institution located at 324 South Service Road in Melville, New York, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, estate planning, and more. At Sterling Wealth Management Group, we are dedicated to helping our clients build and preserve their wealth for the future.
324 S Service Rd ste 110, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Brian J Campbell
● ClosedMerrill 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.
300 Broadhollow Rd, Melville, NY 11747, United States -
Arete Wealth Management
● ClosedArete Wealth Management is a leading finance institution located at 425 Broadhollow Road in Melville, New York. Our team of experienced financial advisors are dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. At Arete Wealth Management, we prioritize client satisfaction and strive to build long-lasting relationships based on trust, integrity, and exceptional service. Contact us today to schedule a consultation and start planning for a secure financial future.
425 Broadhollow Rd # 325, Melville, NY 11747, United States -
a&f capital group
● OpenA&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.
200 Broadhollow Rd, Melville, NY 11747, United States -
Christopher Mirandi - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChristopher Mirandi, a financial advisor with Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, offers comprehensive wealth management services through the Siena Wealth Advisory Group. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, Christopher Mirandi provides expert guidance on navigating the current bull market and maximizing investment opportunities. Potential clients can schedule a complimentary initial consultation to gain insight into financial planning concepts and explore personalized strategies for achieving their goals. With a focus on building lasting relationships and delivering exceptional service, Christopher Mirandi is dedicated to helping individuals and families secure a more confident financial future.
200 Broadhollow Rd #302, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Daniel Jason Sporn
● ClosedMerrill Lynch Financial Advisor Daniel Jason Sporn, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to understanding your unique financial goals and designing personalized plans to help you achieve them. With a focus on potential solutions that turn goals into reality, the institution offers access to the investment insights of Merrill and banking solutions from Bank of America. The team of experienced professionals at Merrill works to deliver custom strategies that balance risk and reward, ensuring that your financial approach is tailored to your individual needs and priorities. By regularly reviewing and updating your approach as your life and goals change, Merrill Lynch Financial Advisor Daniel Jason Sporn aims to help you stay on track towards achieving what matters most to you. With a commitment to building strong client relationships based on trust and personalized service, the institution offers a range of services to help you reach your financial goals, whether you're planning for retirement, saving for a home, or funding a child's education. Let Merrill Lynch Financial Advisor Daniel Jason Sporn help you navigate the complexities of your financial life and create a customized investment approach to address your needs and pursue your goals.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Patrick J Tiernan Jr - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPatrick J Tiernan Jr is a financial advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York. Ameriprise has been recognized as one of the Most Trustworthy Companies in America by Newsweek. Patrick J Tiernan Jr can help you navigate the complexities of investing, risk tolerance, and financial planning. Whether you are looking to build wealth or plan for retirement, Patrick J Tiernan Jr can provide personalized advice to help you reach your financial goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Contact Patrick J Tiernan Jr for a complimentary initial consultation to discuss your financial future.
200 Broadhollow Rd #302, Melville, NY 11747, United States -
Brian Gabel - TIAA Wealth Management Advisor
● ClosedBrian 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.
58 S Service Rd Suite 305, Melville, NY 11747, United States -
Johnson Financial Planning - Northwestern Mutual
● ClosedJohnson Financial Planning - Northwestern Mutual is a reputable finance and insurance agency located at 400 Broadhollow Road in Melville, New York. With a focus on providing comprehensive financial planning services, they are dedicated to helping individuals and families achieve their financial goals. Whether you are looking to invest for the future, protect your assets, or plan for retirement, the experienced professionals at Johnson Financial Planning - Northwestern Mutual are here to guide you every step of the way. Trustworthy and reliable, they prioritize the financial well-being of their clients and strive to build long-lasting relationships based on trust and integrity. Contact them today to start planning for a secure financial future.
400 Broadhollow Rd Ste 200, Melville, NY 11747, United States -
Oppenheimer & Co. Inc.
● ClosedOppenheimer & 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. Laura also oversees the Hauppauge, Melville, and West Hampton branches, collectively forming Oppenheimer's Long Island region. The advisors in this region manage approximately $2.4 billion in assets and have received industry accolades such as the "FT 401" by the Financial Times and recognition in the Long Island Business Reviews' "40 Under 40" and "Top Advisor" lists. The Jericho branch is situated in a modern building with state-of-the-art technology and amenities. The private offices offer a serene atmosphere with large windows for brightness and productivity. The building is centrally located on Jericho Turnpike, convenient for commuters, and offers ample parking for employees and clients. Additionally, the building features amenities like conference facilities, a Starbucks, fitness room, spa, cafeteria, and 24-hour security.
2 Jericho Plaza Suite #113, Jericho, NY 11753, United States -
Stanislav Nedzhetskiy - TIAA Wealth Management Advisor
● ClosedStanislav 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.
58 S Service Rd Suite 305, Melville, NY 11747, United States -
Robert Campbell - TIAA Wealth Management Advisor
● ClosedRobert Campbell - TIAA Wealth Management Advisor is a reputable finance institution located at 58 South Service Road in Melville, New York. As a trusted advisor, Robert Campbell provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and offering tailored solutions, Robert Campbell - TIAA Wealth Management Advisor is committed to helping individuals and families secure their financial future. Visit their office in Melville, New York to learn more about their comprehensive financial planning services.
58 S Service Rd Suite 305, Melville, NY 11747, United States -
Robert Casolaro - TIAA Wealth Management Advisor
● ClosedRobert Casolaro is a highly experienced Wealth Management Advisor at TIAA, located at 58 South Service Road in Melville, New York. With a strong background in finance, Robert provides expert financial advice and personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to build your wealth, Robert Casolaro can provide the guidance and expertise you need. Contact him today to schedule a consultation and start building a secure financial future.
58 S Service Rd Suite 305, Melville, NY 11747, United States -
Kristi A Rossy - Associate Manager, Ameriprise Financial Services, LLC
● ClosedKristi A Rossy is the Associate Manager at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. As a finance institution, Kristi provides investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can schedule complimentary initial consultations to discuss retirement planning, education savings, major purchases, and more. Regular meetings are held to review progress, update strategies, and track goal achievement. Clients have secure access to their investments and accounts from any device. Kristi Rossy is registered with FINRA and can conduct securities business in specific states. Ameriprise Financial Services, LLC offers a range of investment products and services, with a focus on helping clients build a confident financial future. Privacy and security are a top priority, and clients can refer friends and family members to receive personalized financial guidance from Kristi.
200 Broadhollow Rd #302, Melville, NY 11747, United States -
Northwestern Mutual: Charles Valenti
● ClosedNorthwestern 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.
400 Broadhollow Rd # 200, Melville, NY 11747, United States -
Natalie Mcginley, Financial Professional - New York Life
● OpenNatalie 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.
1660 Walt Whitman Rd, Melville, NY 11747, United States -
Bridge Wealth
● OpenBridge 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.
68 S Service Rd, Melville, NY 11747, United States -
Peter Berkery - TIAA Financial Consultant
● OpenPeter Berkery - TIAA Financial Consultant is a reputable financial institution located at 58 South Service Road in Melville, New York, United States. As a trusted consultant with TIAA, Peter Berkery offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or secure your financial future, Peter Berkery is dedicated to providing personalized solutions tailored to your individual needs. With a focus on integrity and professionalism, Peter Berkery - TIAA Financial Consultant is committed to helping clients navigate the complex world of finance with confidence and peace of mind.
58 S Service Rd Suite 305, Melville, NY 11747, United States
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