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Wealth transfer in Melville, New York

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5 28
#1

Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor

● Closed
400 Broadhollow Rd, Melville, NY 11747, United States
631-592-2053
kristopherweinisch.nm.com

Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a reputable finance institution located at 400 Broadhollow Road in Melville, New York, United States.

Photo of Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor - Melville, NY 11747, USA Photo of Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor - Melville, NY 11747, USA Photo of Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor - Melville, NY 11747, USA
Financial Service
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5 2
#2

Landmark Wealth Management, LLC.

● Closed
95 Broadhollow Rd Suite 102, Melville, NY 11747, United States
631-923-2485
landmarkwealthmgmt.com

Landmark Wealth Management, LLC. is a finance institution located at 95 Broadhollow Road in Melville, New York, United States.

Photo of Landmark Wealth Management, LLC. - Melville, NY 11747, USA Photo of Landmark Wealth Management, LLC. - Melville, NY 11747, USA Photo of Landmark Wealth Management, LLC. - Melville, NY 11747, USA
Financial Service
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5 1
#3

North Ridge Wealth Planning

● Closed
1895 Walt Whitman Rd #6, Melville, NY 11747, United States
631-420-4242
northridgewealth.com

North Ridge Wealth Planning is a premier financial institution located at 1895 Walt Whitman Road in Melville, New York.

Photo of North Ridge Wealth Planning - Melville, NY 11747, USA Photo of North Ridge Wealth Planning - Melville, NY 11747, USA
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5 2
#4

The Choice Group Wealth Management

● Closed
105 Maxess Rd, Melville, NY 11747, United States
631-386-8461
tcgwealth.com

The Choice Group Wealth Management is a well-established finance and insurance agency located at 105 Maxess Road in Melville, New York.

Photo of The Choice Group Wealth Management - Melville, NY 11747, USA
Financial Service Insurance Agency
Details
5 2
#5

The Wealth Alliance

● Closed
105 Broadhollow Rd, Melville, NY 11747, United States
631-670-0682
thewealthalliance.com

The Wealth Alliance is a distinguished finance institution located at 105 Broadhollow Road, Melville, New York, United States. As a registered investment advisory firm with the U.S.

Photo of The Wealth Alliance - Melville, NY 11747, USA Photo of The Wealth Alliance - Melville, NY 11747, USA Photo of The Wealth Alliance - Melville, NY 11747, USA
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5 1
#6

Robert Gallo - TIAA Wealth Management Advisor

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

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

Photo of Robert Gallo - TIAA Wealth Management Advisor - Melville, NY 11747, USA
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1 1
#7

Merrill Lynch Wealth Management

● Closed
1305 Walt Whitman Rd, Melville, NY 11747, United States
631-351-5000
local.ml.com

Merrill Lynch Wealth Management, located at 1305 Walt Whitman Road in Melville, New York, offers clients the investing insights of Merrill along with access to the extensive banking capabilities of Bank of America.

Financial Service
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1 1
#8

Jose Sanchez - TIAA Wealth Management Advisor

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

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

Photo of Jose Sanchez - TIAA Wealth Management Advisor - Melville, NY 11747, USA
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Details
#9

Soundview Wealth Consulting Group - UBS Financial Services Inc.

● Open
58 S Service Rd Suite 310, Melville, NY 11747, United States
631-454-3255
advisors.ubs.com

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

Financial Service
Details
#10

Horizon Wealth Management - UBS Financial Services Inc.

● Open
58 S Service Rd Suite 310, Melville, NY 11747, United States
631-454-3247
advisors.ubs.com

Horizon Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States.

Financial Service
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#11

Premier Wealth Partners, Inc.

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

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

Photo of Premier Wealth Partners, Inc. - Melville, NY 11747, USA
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#12

Piermont Wealth Management

● Closed
48 S Service Rd Suite 102, Melville, NY 11747, United States
631-454-1585
piermontwealth.com

Piermont Wealth Management is a leading financial institution located at 48 South Service Road in Melville, New York, United States.

Photo of Piermont Wealth Management - Melville, NY 11747, USA Photo of Piermont Wealth Management - Melville, NY 11747, USA Photo of Piermont Wealth Management - Melville, NY 11747, USA
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#13

Point Wealth Management

● Closed
400 Broadhollow Rd # 200, Melville, NY 11747, United States
631-592-2017
robertkilroy.com

Point Wealth Management is a finance and insurance agency located at 400 Broadhollow Road in Melville, New York.

Photo of Point Wealth Management - Melville, NY 11747, USA Photo of Point Wealth Management - Melville, NY 11747, USA Photo of Point Wealth Management - Melville, NY 11747, USA
Financial Service Insurance Agency
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#14

Clifford J Moss Wealth Advisory Group

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

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

Photo of Clifford J Moss Wealth Advisory Group - Melville, NY 11747, USA Photo of Clifford J Moss Wealth Advisory Group - Melville, NY 11747, USA
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#15

Wealth Conservation Group Inc

● Open
576 Broadhollow Rd, Melville, NY 11747, United States
631-391-2915
wealthconservationgroupinc.com

Wealth Conservation Group Inc. is a finance institution located at 576 Broadhollow Road, Melville, New York, United States.

Financial Service
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#16

Sterling Wealth Management Group

● Closed
324 S Service Rd ste 110, Melville, NY 11747, United States
631-971-8450
sterlingwealthmg.com

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.

Financial Service
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#17

ALINE Wealth Management

● Closed
445 Broadhollow Rd #332, Melville, NY 11747, United States
888-982-6705
alinewealth.com

ALINE Wealth Management is a finance institution located at 445 Broadhollow Road in Melville, New York, United States. At ALINE, we believe in more than just wealth management - we believe in life management.

Photo of ALINE Wealth Management - Melville, NY 11747, USA
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#18

Wealth Planners, Inc.

● Open
555 Broadhollow Rd #100, Melville, NY 11747, United States
631-465-8855
wealthplannersinc.com

Wealth Planners, Inc. is a leading finance institution located at 555 Broadhollow Road in Melville, New York, United States.

Financial Service
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#19

Arete Wealth Management

● Closed
425 Broadhollow Rd # 325, Melville, NY 11747, United States
631-881-0750
markschrader.com

Arete Wealth Management is a leading finance institution located at 425 Broadhollow Road in Melville, New York.

Financial Service
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#20

TD Wealth

● Closed
324 S Service Rd, Melville, NY 11747, United States
866-235-1248
tdbank.com

TD Wealth is a leading financial institution located at 324 South Service Road in Melville, New York.

Photo of TD Wealth - Melville, NY 11747, USA
Financial Service
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#21

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

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

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

Photo of Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC - Melville, NY 11747, USA Photo of Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC - Melville, NY 11747, USA Photo of Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC - Melville, NY 11747, USA
Financial Service
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#22

Brian Gabel - TIAA Wealth Management Advisor

● Closed
58 S Service Rd Suite 305, Melville, NY 11747, United States
516-454-4053
locations.tiaa.org

Brian Gabel - TIAA Wealth Management Advisor is a finance institution located at 58 South Service Road in Melville, New York, United States.

Photo of Brian Gabel - TIAA Wealth Management Advisor - Melville, NY 11747, USA
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Details
#23

Eric Abney - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Closed
445 Broadhollow Rd Ste 317, Melville, NY 11747, United States
631-396-1251
ameripriseadvisors.com

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.

Photo of Eric Abney - Private Wealth Advisor, Ameriprise Financial Services, LLC - Melville, NY 11747, USA Photo of Eric Abney - Private Wealth Advisor, Ameriprise Financial Services, LLC - Melville, NY 11747, USA
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#24

Merrill Lynch Private Wealth Advisor Sheena Marr

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

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

Financial Service
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#25

Fitzpatrick Wealth Management - UBS Financial Services Inc.

● Open
58 S Service Rd Suite 310, Melville, NY 11747, United States
631-420-6488
advisors.ubs.com

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.

Financial Service
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#26

Jeremy Young - TIAA Wealth Management Advisor

● Closed
58 S Service Rd Suite 305, Melville, NY 11747, United States
516-454-4020
locations.tiaa.org

Jeremy Young - TIAA Wealth Management Advisor is a leading financial institution located at 58 South Service Road in Melville, New York.

Photo of Jeremy Young - TIAA Wealth Management Advisor - Melville, NY 11747, USA
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#27

Merrill Lynch Private Wealth Advisor Charles P Donnelly

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

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

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#28

Robert Campbell - TIAA Wealth Management Advisor

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

Robert Campbell - TIAA Wealth Management Advisor is a reputable finance institution located at 58 South Service Road in Melville, New York.

Photo of Robert Campbell - TIAA Wealth Management Advisor - Melville, NY 11747, USA
Financial Service
Details
#29

The Russell Wealth Management Group - UBS Financial Services Inc.

● Open
58 S Service Rd Suite 310, Melville, NY 11747, United States
631-454-3256
ubs.com

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

Financial Service
Details
#30

Kleiman Wealth Management Group - UBS Financial Services Inc.

● Open
58 S Service Rd Suite 310, Melville, NY 11747, United States
631-420-6475
advisors.ubs.com

Kleiman Wealth Management Group - UBS Financial Services Inc. is a prominent finance institution located at 58 South Service Road in Melville, New York, United States.

Financial Service
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