Secure future planning in Melville, New York

Merrill 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.

The Sapient Wealth Management Group at Morgan Stanley is a leading finance institution located at 58 South Service Road in Melville, New York, United States. Our team of experienced professionals provides expert guidance and personalized financial solutions to help clients grow and protect their wealth. With a focus on strategic investment planning, risk management, and wealth preservation, we are dedicated to helping individuals and families achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.

Sterling 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.

WealthBridge Financial Group is a leading finance institution located at 225 Broadhollow Road in Melville, New York. With a strong focus on wealth management and financial planning, our team of experts are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, WealthBridge Financial Group offers personalized solutions tailored to your specific needs. Trust us to bridge the gap between where you are now and where you want to be financially.

PortfolioShop, Inc. is a finance institution located at 225 Broadhollow Road in Melville, New York. Our team of expert financial advisors helps clients manage and grow their investment portfolios. Whether you are a seasoned investor or just starting out, we provide personalized guidance to help you achieve your financial goals. With a focus on transparency and integrity, PortfolioShop, Inc. is committed to providing top-notch service to our clients. Contact us today to schedule a consultation and see how we can help you secure your financial future.

BDO, located at 201 Old Country Road in Melville, New York, is a leading accounting and finance institution offering a wide range of services to businesses in the area. Stay informed about emerging trends, regulatory updates, and the latest headlines in the industry. Discover how to drive new growth and find competitive advantages for your business with valuable data and insights. Our Melville office serves the Long Island and New York Metropolitan Area, providing world-class resources and exceptional service to our clients. With a team of talented professionals, we offer assurance, tax, and advisory services to various industries including manufacturing, retail, real estate, technology, and more.

Open Vistas Financial Solutions is a leading finance institution located at 575 Broadhollow Road in Melville, New York. 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 need help with investments, retirement planning, or estate planning, our experts are here to guide you every step of the way. At Open Vistas Financial Solutions, we are committed to helping our clients navigate the complex world of finance with clarity and confidence. Contact us today to learn more about how we can help you secure a brighter financial future.

Steve Brett - Raymond James is a reputable finance institution located at 10 Melville Park Road in Melville, New York. As a branch of Raymond James, a well-known financial services firm, Steve Brett offers a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Steve Brett - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Visit their office in Melville to learn more about their services and how they can assist you with your financial needs.

Pelkonen and Associates is a reputable institution located at 425 Broadhollow Road in Melville, New York. With a team of experienced professionals, they offer a wide range of services including financial planning, investment management, and retirement planning. Their personalized approach and commitment to client satisfaction set them apart in the industry. Whether you are looking to secure your financial future or grow your wealth, Pelkonen and Associates can help you achieve your goals. Contact them today to schedule a consultation and take the first step towards a brighter financial future.

Merrill 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.

Harbour Financial is a reputable finance institution located at 535 Broadhollow Road in Melville, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust Harbour Financial to guide you towards a secure financial future.

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.

Arete 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.

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.

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.

Paul Marasciullo is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road, Melville, New York, United States. Paul holds various certifications including 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®, 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®. These certifications demonstrate Paul's expertise in asset management, estate planning, retirement planning, investment management, and more. As a Financial Advisor, Paul Marasciullo is dedicated to providing comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals and secure their financial future.

Anthony P Palumbo 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 by Newsweek. Anthony P Palumbo offers personalized financial advice to help clients navigate the complexities of investing. With a focus on risk tolerance and potential returns, he helps clients develop strategies to achieve their financial goals. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Anthony P Palumbo is registered in multiple states and is committed to providing expert financial guidance to clients. Schedule a complimentary initial consultation to begin planning for a more secure financial future. Please refer to FINRA's BrokerCheck website for more information on Anthony P Palumbo and Ameriprise Financial Services, LLC.

Paul Van Steen - Financial Advisor at Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, offers expert financial advice and services. With a background in finance and qualifications available on FINRA's BrokerCheck website, Paul Van Steen can help clients navigate the complexities of investing. Understanding the relationship between risk and reward is key in developing an investment strategy tailored to each individual's risk tolerance. By setting up a complimentary initial consultation, clients can take the first step towards a more confident financial future. Ameriprise Financial Services, LLC, a registered investment adviser, provides investment products and services to help clients reach their financial goals. Securities are offered through Ameriprise Financial Services, LLC, member FINRA and SIPC. Paul Van Steen is registered in specific states and can conduct securities business with residents of those states. Contact Paul Van Steen today to discuss your financial priorities and start planning for a secure future.

Christopher 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.

Michael Uvenio, a financial advisor at Ameriprise Financial Services, LLC, located at 200 Broadhollow Road, Melville, New York, offers personalized wealth management services. Ameriprise has been recognized as the overall winner in the wealth manager category in the Kiplinger Readers’ Choice Awards 2023. With a focus on client goals and financial planning concepts, Ameriprise is known as one of the most trusted wealth management companies. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Michael Uvenio is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Take the next step towards a more confident financial future by scheduling a complimentary initial consultation with Ameriprise Financial. Please note that investment products involve risks and Ameriprise cannot guarantee future financial results. Privacy and security are a top priority at Ameriprise, with rules and regulations in place to protect clients' information. Refer friends and family to Michael Uvenio for assistance in achieving their financial goals.

Merrill 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.

Donald Johannes is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. Donald specializes in asset management, retirement planning, estate planning, investment strategies, and insurance products. He is dedicated to providing comprehensive financial advice and solutions to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and expertise, Donald Johannes is committed to helping clients achieve their financial goals and secure their financial future.

Richard Mazur - Financial Advisor, Ameriprise Financial Services, LLC, located at 145 Pinelawn Road in Melville, New York, offers personalized financial advice to help clients prepare for their future goals. With a focus on saving for college, retirement planning, and smart investments, Richard Mazur aims to help clients feel more confident and in control of their financial lives. By utilizing tools like the Retirement InteractiveSM tool, clients can explore important issues that may affect their retirement income. Ameriprise Financial Services, LLC also offers complimentary initial consultations for those looking to take the next step towards a more secure financial future. With a focus on investment products and advisory services, clients can rest assured that their financial needs are in good hands. Securities offered by Ameriprise Financial Services, LLC are member FINRA and SIPC. Richard Mazur is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Contact Ameriprise Financial Services, LLC today to discuss your financial goals and start planning for a brighter tomorrow.

John Bellontine Financial Advisor is a reputable finance institution located at 105 Maxess Road in Melville, New York, United States. With years of experience and expertise in financial planning and investment management, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, John Bellontine Financial Advisor is committed to providing personalized and strategic financial advice tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Gregory Aloisio - Financial Advisor, Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, offers personalized financial planning services to help clients achieve their goals. With a focus on risk tolerance and investment strategies, Gregory Aloisio helps clients navigate the complexities of the financial market. As a registered investment adviser with Ameriprise Financial Services, LLC, Gregory Aloisio is committed to providing expert guidance to residents of various states. Clients can expect a comprehensive initial consultation to discuss their financial needs and goals. By working with Ameriprise Financial Services, LLC, clients can access a range of investment products and services to help secure their financial future. Please refer to FINRA's BrokerCheck website for more information on Gregory Aloisio's qualifications and background. Contact Gregory Aloisio today to schedule a consultation and take the next step towards a more confident financial future."

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. Brian White holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Brian White is trained as a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst, among other designations. With a commitment to excellence and a focus on providing tailored financial solutions, Brian White is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Brian White can provide the expertise and guidance you need. Contact Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC, today to learn more about how he can help you secure your financial future.

Patrick 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.

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.

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.

Tom Dominic, a financial advisor at Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, is dedicated to helping clients achieve their financial goals. Ameriprise has been recognized as one of the Most Trustworthy Companies in America by Newsweek in 2023. Tom provides personalized investment, asset allocation, and portfolio recommendations tailored to each client's individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. To learn more about how Tom can help you, schedule a complimentary initial consultation. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Tom Dominic is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Contact Tom to discuss your financial priorities and take steps towards a more confident financial future.