TOP 30 Specialized underwriting in Melville, New York

17 results found

Welcome to WKFC Underwriting Managers, your trusted partner in insurance solutions, conveniently located at 201 Old Country Road, Melville, New York. As a leading insurance agency, we specialize in providing comprehensive underwriting services tailored to meet the unique needs of our clients. With a commitment to excellence and a team of experienced professionals, WKFC Underwriting Managers offers a wide range of insurance products designed to protect your assets and provide peace of mind. Whether you're looking for personal, commercial, or specialty insurance, we are dedicated to delivering customized solutions and exceptional service. Visit us today to experience the difference of working with a knowledgeable and reliable insurance partner.

Anthony Stella is a Financial Advisor at Ameriprise Financial Services, LLC located at 48 South Service Road, Melville, New York, United States. Anthony holds various certifications and designations 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®, CFP®, 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Anthony is dedicated to providing comprehensive financial services to individuals and small business owners.

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.

Petar Jordan - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 445 Broadhollow Road, Melville, New York, United States. The institution offers a range of certifications and designations to its professionals, 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 cover a variety of financial planning areas such as asset management, retirement planning, estate planning, investment strategies, and more. The professionals at Petar Jordan - Financial Advisor are dedicated to providing expert financial advice and guidance to their clients.

Kevin F Vasilik is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road, Melville, New York, United States. Kevin 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®, 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 Kevin's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, and more. Kevin is committed to providing high-quality financial advice to his clients and helping them make informed decisions for their financial future. Contact Kevin F Vasilik for all your financial planning needs.

Douglas Aber is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. Douglas Aber holds multiple 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics such as asset management, investment strategies, estate planning, retirement planning, and more. Douglas Aber is dedicated to providing expert financial advice to individuals, retirees, small business owners, and high net worth clients, ensuring that their financial needs are met with professionalism and integrity.

Martha A. Baumbach is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 150 Broadhollow Road, Melville, New York, United States. Martha 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Martha's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on ethical practices and continuing education, Martha is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with investment opportunities, insurance products, or financial planning for specific life situations, Martha A. Baumbach is a trusted and knowledgeable advisor in the finance industry.

Matthew Mandell - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. The institution offers a range of certifications and designations to its advisors, 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®, 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 cover various aspects of financial planning, wealth management, estate planning, retirement planning, and more. Advisors at Matthew Mandell - Private Wealth Advisor are highly trained and experienced in providing comprehensive financial advice and services to clients.

Andrew Drost is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1 Huntington Quadrangle in Melville, New York, United States. Specializing in finance, Andrew Drost 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 Andrew Drost's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and continuing education, Andrew Drost provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for advice on investments, insurance products, estate planning, or retirement income, Andrew Drost is dedicated to helping clients achieve their financial goals.

Sean Bostwick - Financial Advisor, Ameriprise Financial Services, LLC, located at 515 Broadhollow Road, Melville, New York, United States, is a finance institution offering a range of specialized certifications and designations to provide expert financial advice. The institution offers 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®. These certifications cover a wide range of financial planning topics and are designed to provide clients with expert advice tailored to their specific needs. The institution is committed to upholding high ethical standards and providing comprehensive financial planning services to individuals and businesses.

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.

Thomas J Morra is a financial advisor at Ameriprise Financial Services, LLC located at 1 Huntington Quadrangle, Melville, New York, United States. He holds multiple 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®, CFP®, 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 his expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. Thomas J Morra is dedicated to providing high-quality financial advice and services to individuals and businesses, helping them achieve their financial goals.

Robert Pecoraro - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. Robert Pecoraro 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®, 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 expertise in various areas of financial planning, including asset management, estate planning, retirement planning, and investment management. Robert Pecoraro is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Robert Pecoraro - Financial Advisor, Ameriprise Financial Services, LLC for expert guidance on your financial goals.

Ted Boutis is a Financial Advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road in Melville, New York, United States. Ted holds various certifications including the 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, 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 cover a wide range of financial planning topics including investment strategies, retirement planning, estate planning, risk management, and more. Ted is dedicated to providing expert financial advice to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and ongoing education, Ted Boutis is committed to helping clients achieve their financial goals.

Michael J O'Keeffe - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 1 Huntington Quadrangle, Melville, New York, United States. The institution offers a range of certifications and designations, 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 expertise in areas such as asset management, retirement planning, estate planning, and financial analysis. The institution is committed to providing top-notch financial advice and services to individuals and businesses, ensuring that clients receive the highest level of professionalism and expertise.

Nationwide Mortgage Bankers, located in Melville, New York, is a leading finance institution specializing in home loans. Our online platform makes the financing process simple and efficient, allowing you to easily apply and get pre-qualified for a mortgage in no time. Our mortgage specialists provide prompt feedback and support to ensure a smooth journey to homeownership. With our BuyNOW Platform, you can show sellers that you are a qualified buyer with an underwritten pre-approval, giving you a competitive advantage when submitting offers. Our digital mortgage process accelerates the path to owning your dream home.