Tailor in Melville, New York

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.

Michael S Fisher - Financial Advisor at Ameriprise Financial Services, LLC is located at 200 Broadhollow Road in Melville, New York, United States. This finance institution offers a range of services and certifications to cater to the diverse needs of individuals seeking financial advice. The institution offers certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, which cover various aspects of financial planning, asset management, estate planning, and retirement planning. These certifications ensure that the advisors at Michael S Fisher are well-equipped to provide expert advice and guidance to their clients.

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.

Merrill Lynch Financial Advisor Jann Trefny is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The financial advisor focuses on your family, goals, and priorities, adapting to changes over time. By starting with a conversation to identify your most important goals, the institution helps you make investment-related decisions tailored to your needs. The Investment Personality Assessment helps customize your financial approach, while the Merrill Personal Wealth Analysis™ builds a personalized plan centered on your goals. The institution believes in staying connected with you to adapt to changes in your life and the financial markets. With a focus on understanding what matters most to you, Merrill Lynch Wealth Management Advisors help you build a customized investment approach to reach your goals. The institution offers a range of services, from investment strategies to comprehensive financial solutions, to help you achieve financial success.

Merrill Lynch Financial Advisor Roodmy Cesar is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. Roodmy Cesar can help create a flexible strategy tailored to today's market conditions, providing access to Merrill's investment insights and Bank of America's banking solutions. With a focus on personalized wealth management strategies, Roodmy Cesar follows the Merrill tradition of community involvement through volunteering. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. By understanding your investment personality, Roodmy Cesar can customize a financial approach to help you achieve what matters most to you. Regular check-ins and adjustments ensure your financial approach reflects changes in your life and goals. Working with Roodmy Cesar means having a dedicated advisor who prioritizes your needs and goals, providing personalized investment strategies and comprehensive financial solutions. Investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. With Merrill Lynch Wealth Management, you can receive the latest investment insights and strategies to help you live your best financial life.

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.

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.

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.

Amy Boyle is a financial advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. Amy holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, portfolio management, estate planning, and retirement planning. Amy specializes in helping individuals with investment opportunities, estate planning, and risk management. She is also trained in behavioral finance to help clients make better financial decisions. Whether you are a retiree, small business owner, or high net worth individual, Amy Boyle can provide you with expert financial advice tailored to your specific needs.

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.

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.

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.

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.

Eric Abney - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 445 Broadhollow Road, Melville, New York, United States, is a finance institution offering a wide range of services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the institution ensures that its advisors have the expertise and knowledge to assist clients with various financial needs. From asset management to retirement planning, estate planning, and investment strategies, the advisors at Eric Abney are equipped to provide personalized solutions tailored to each individual's unique situation. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, the team at Eric Abney is dedicated to helping you achieve your 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.

Melody Yr Graham is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road, Melville, New York, United States. Melody holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Melody provides tailored financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, tax planning, or retirement strategies, Melody Yr Graham is dedicated to helping you achieve your financial goals.

Charles P Albrecht is a financial advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road, Melville, New York, United States. He holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in areas such as asset management, estate planning, retirement planning, and investment strategies. Charles is dedicated to providing personalized financial advice and solutions to individuals, retirees, small business owners, and high net worth clients. With his comprehensive knowledge and commitment to ethical practices, he helps clients navigate complex financial decisions and achieve their long-term goals. Contact Charles P Albrecht today for expert financial guidance tailored to your specific needs.

Merrill Lynch Financial Advisor Michael Cascio is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Michael is dedicated to building strong relationships with his clients, providing customized financial advice and guidance for all their investment, banking, and lending needs. With 20 years of experience in the Financial Services industry, Michael focuses on creating personalized strategies based on a deep understanding of his clients' goals. In his spare time, Michael enjoys traveling, coaching youth sports, and being involved in the local community. As a Merrill advisor, Michael believes in helping clients pursue their goals by developing personalized investment strategies tailored to their risk tolerance, time horizon, and liquidity needs. He works closely with clients to address their financial complexities and build a customized investment approach to achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael is committed to helping clients manage, grow, and preserve their wealth for the future. By staying informed about changes in clients' lives and revisiting their financial approach, Michael aims to help them stay on track to achieve what matters most to them. To learn more about the services provided by Merrill Lynch Financial Advisor Michael Cascio, please visit the institution's website or contact Michael directly.

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.

Merrill Lynch Financial Advisor Lee S Rosen, located at 300 Broadhollow Road in Melville, New York, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they change over time. By starting with a conversation, your advisor will help you identify and prioritize your most important goals, whether it's planning for retirement, saving for a home, or funding a child's education. The Investment Personality Assessment tool is used to understand your investing preferences and customize a financial approach tailored to your needs. Led by Lee Rosen, the Rosen Group Wealth Management team serves a diverse client base across the United States, providing tailored financial strategies and proactive support. With access to the investment insights of Merrill and banking solutions from Bank of America, the team helps clients manage, grow, and preserve their wealth for the long term. By periodically reviewing financial objectives and risk tolerance, the team ensures that each client's financial strategy aligns with their goals. Merrill Personal Wealth Analysis™ can help build and document a personalized plan focused on achieving your goals. The team at Merrill Lynch Wealth Management Advisors is dedicated to helping you navigate the financial complexities of life and build a customized investment approach to pursue your goals. With a focus on putting clients first, the team is committed to providing dedicated one-on-one relationships to guide you through life's financial decisions.

et personalized advice and guidance tailored to your unique financial goals and aspirations. The Merrill Lynch Financial Advisor Elana Gofman, located at 300 Broadhollow Road in Melville, New York, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. The team, led by Lee Rosen and his partner Elana Gofman, specializes in serving owners of family businesses, attorneys, accountants, physicians, and retirees throughout the United States. At Merrill Lynch Wealth Management, the focus is on understanding what matters most to you - whether it's transferring wealth to the next generation, saving for a home, funding a child's education, or planning for retirement. The team utilizes the Investment Personality Assessment to gain a deeper understanding of your investing preferences and develop a customized financial approach to help you pursue your goals.

Merrill Lynch Financial Advisor Len Baldassare, located at 300 Broadhollow Road in Melville, New York, offers personalized wealth management strategies tailored to your individual financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Len Baldassare can help you navigate the complexities of the financial markets and make informed decisions to achieve your aspirations. Len Baldassare follows the Merrill tradition of community involvement, volunteering with organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis™, a personalized financial plan can be created to align with your unique goals and objectives. Through ongoing conversations and assessments, Len Baldassare aims to understand your investment preferences and develop a customized approach to help you pursue what matters most to you.

Merrill Lynch Financial Advisor Sophia E Tzemis, located at 1305 Walt Whitman Road in Melville, New York, is a dedicated finance institution committed to building strong relationships with clients. Sophia Tzemis, a Certified Financial Planner, offers personalized wealth management services to affluent families, focusing on investment, retirement, estate, and wealth preservation goals. With over 25 years of experience in the financial services industry, Sophia utilizes the full range of services offered by Merrill Lynch to help clients achieve their financial objectives. She takes the time to understand each client's unique situation and develops tailored strategies to meet their needs. Sophia's approach to investing is centered on understanding her clients' personal goals and priorities, ensuring that their financial plan reflects their individual needs. As a Merrill Lynch Wealth Management Advisor, Sophia provides clients with access to investment insights, trust and fiduciary services, and credit and lending solutions from Bank of America. She is dedicated to helping clients navigate the complexities of their financial lives and achieve their long-term goals. Contact Merrill Lynch Financial Advisor Sophia E Tzemis today to start planning for your financial future.

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. The Scheer Provenz Group, led by Michael Provenz, caters to clients such as active and retired physicians, private business owners, corporate executives, and multiple generations of families across the New York Tri-State area, Florida, and nationwide. The group's primary goal is to provide for clients' lifestyle needs while increasing their overall net worth. They believe in globally diversifying client portfolios and offer access to Bank of America N.A for liability management. With a focus on lasting wealth that spans generations, the team at The Scheer Provenz Group provides personalized service and tailored financial strategies based on each client's aspirations, goals, and risk tolerance. Their mission is to help clients achieve their financial goals through a customized approach that reflects their unique personality and priorities.

Stanislav 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.

Fitzpatrick Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. As a part of the globally recognized UBS Financial Services Inc., Fitzpatrick Wealth Management offers a wide range of financial services to help clients achieve their wealth management goals. With a team of experienced professionals and a commitment to personalized service, they provide tailored financial solutions to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Fitzpatrick Wealth Management is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

ACVG Associates - Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, is a finance institution dedicated to helping individuals achieve their financial goals. With a focus on personalized advice and tailored investment strategies, our team of advisors works closely with clients to create a plan that aligns with their individual goals and risk tolerance. We offer regular meetings to review progress, update strategies as life changes, and track progress towards financial objectives. Clients can access their investments and accounts securely from any device, allowing for easy monitoring of their financial goals. Our services include investment recommendations, asset allocation, and portfolio management to help clients reach their desired outcomes. We also provide educational resources and insights on market trends to keep clients informed and empowered in their financial decision-making.

Jeremy Young - TIAA Wealth Management Advisor is a leading financial institution located at 58 South Service Road in Melville, New York. As a trusted advisor, Jeremy Young provides expert wealth management services to help clients achieve their financial goals. With a focus on personalized strategies and long-term financial planning, Jeremy Young and his team at TIAA Wealth Management Advisor are dedicated to helping clients navigate the complexities of the financial world and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jeremy Young is committed to providing tailored solutions to meet your unique needs. Contact Jeremy Young - TIAA Wealth Management Advisor today to schedule a consultation and take the first step towards financial success.

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.

Merrill Lynch Financial Advisor Aaron K Donato is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. They prioritize starting every relationship with a conversation to identify and prioritize your financial goals. Whether you are looking to transfer wealth to the next generation, customize your financial approach to pursue your passions, or receive advice on staying informed, they are dedicated to listening and learning more about you and your family. Using research in behavioral finance, Merrill has developed an Investment Personality Assessment to understand your investing preferences and help tailor a financial approach that aligns with your goals. They believe in helping you make investment decisions that can lead to achieving personally meaningful objectives, whether it's planning for retirement, purchasing a home, funding education, or passing on wealth to future generations.