List of Firms
Melville, NY Fiduciary Financial Advisors
Craig James Financial Services, LLC
Kevin F Vasilik - Financial Advisor, Ameriprise Financial Services, LLC
Hardiman, Lepping & Associates
Landmark Wealth Management, LLC.
Merrill Lynch Wealth Management
Francesca Banci - Private Wealth Advisor, Ameriprise Financial Services, LLC
Scott Kaufman - Financial Advisor, Ameriprise Financial Services, LLC
Lighthouse Financial Network, LLC
Anthony P Palumbo - Financial Advisor, Ameriprise Financial Services, LLC
Ralph Laporta - Morgan Stanley
Michael Uvenio - Financial Advisor, Ameriprise Financial Services, LLC
Where Certified Financial Advisors in Melville, NY Serve
Melville, NY is a bustling town located in the heart of Long Island. It is home to a plethora of landmarks, including the iconic Walt Whitman Shops, which boasts an impressive array of high-end stores and restaurants. Other notable landmarks include the Melville Fire Department, the Half Hollow Hills Community Library, and the Farmingdale State College. When it comes to top employers, Melville is a hub for business and industry. Some of the biggest names in the area include Canon USA, Henry Schein, and MSC Industrial Supply. These companies provide jobs for thousands of people in the area, making Melville a thriving center of commerce. Major highways and streets are also a key feature of Melville. The Long Island Expressway, Northern State Parkway, and Southern State Parkway all run through the town, providing easy access to other parts of Long Island and beyond. In addition, Route 110 is a major thoroughfare that is home to many of the town's businesses and restaurants.
Services Provided by Fee Based and Fee Only Financial Advisors
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Melville, NY
Financial advisors in Melville, NY offer a range of services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, and estate planning. One specific aspect of Melville, NY that financial advisors can help with is navigating the local real estate market. With its proximity to New York City, Melville is a desirable location for many home buyers. However, the high cost of living and complex real estate laws can make buying or selling a home in Melville a daunting task. A financial advisor can provide guidance on how to navigate the local real estate market and make informed decisions that align with the client's financial goals. Additionally, they can help clients understand the tax implications of buying or selling a home in Melville, NY. With their expertise and knowledge of the local market, financial advisors in Melville, NY can provide invaluable support to clients looking to make smart financial decisions.
Melville, NY is a financial hub that boasts a plethora of financial advising firms. The town is home to some of the most reputable financial advisors in the country, who offer a wide range of services to meet the unique needs of their clients. What sets Melville apart from other financial advising destinations is its proximity to New York City. This means that the town is at the forefront of the latest financial trends, and advisors in Melville have access to cutting-edge technology and resources that can help their clients make informed decisions. Additionally, Melville's diverse population means that advisors have experience working with a wide range of clients from different backgrounds and with different financial goals. Whether you're looking for retirement planning, investment management, or estate planning, Melville, NY is the best place to get financial advising that is tailored to your unique needs.
A financial planner in Melville, NY is responsible for providing comprehensive financial advice and guidance to individuals, families, and businesses in the area. With a deep understanding of the local market and economic conditions, a Melville-based financial planner can help clients navigate the complexities of investing, retirement planning, tax strategy, and more. From developing personalized investment portfolios to creating long-term financial plans, these professionals offer a range of services designed to help clients achieve their financial goals. What sets Melville apart is its thriving business community, which includes many small and mid-sized companies that require specialized financial planning services. As a result, financial planners in Melville, NY must be adept at working with entrepreneurs and business owners, and have a deep understanding of the unique challenges and opportunities facing this community. With their expertise and local knowledge, these professionals are well-positioned to help clients achieve financial success in this dynamic and rapidly-evolving environment.
Residents of Melville, NY should consider reaching out to a financial advisor when they are experiencing a significant life event such as a marriage, divorce, or the birth of a child. The town of Melville is located in Suffolk County, which is known for its high cost of living. As a result, residents may face financial challenges such as managing debt, saving for retirement, or investing in the stock market. A financial advisor can help individuals navigate these challenges by providing personalized financial planning services that are tailored to their unique needs and goals. Additionally, a financial advisor can help residents of Melville, NY stay up-to-date on the latest financial trends and strategies, which can help them make informed decisions about their money. Whether you are just starting out in your career or are nearing retirement, a financial advisor can help you achieve financial stability and security in the long run.
A financial advisor in Melville, NY must possess a myriad of important qualities to succeed in this competitive industry. They must have a deep understanding of the local market and be able to navigate the complex financial landscape of the area. Melville, NY is home to a diverse range of businesses, from small startups to large corporations, and a skilled financial advisor must be able to provide tailored advice to each client. Additionally, they must have a keen eye for detail and be able to analyze complex financial data to make informed decisions. A successful financial advisor must also possess excellent communication skills and be able to explain complex financial concepts to their clients in a clear and concise manner. Finally, they must be trustworthy and ethical, as they are responsible for managing their clients' finances and must always act in their best interests. Overall, a skilled financial advisor in Melville, NY must possess a unique combination of expertise, communication skills, and ethical standards to succeed in this competitive field.
Melville, NY is home to some of the top financial advising firms in the country. These firms specialize in providing expert financial advice and guidance to individuals, families, and businesses alike. With a booming economy and a diverse population, Melville is the perfect location for these firms to thrive. From wealth management to retirement planning, these firms offer a wide range of services that cater to the unique needs of their clients. Moreover, these firms are staffed with highly qualified and experienced financial advisors who possess a deep understanding of the financial industry. They work tirelessly to ensure that their clients achieve their financial goals and secure their financial future. In short, the financial advising firms in Melville, NY are some of the best in the business, and they are dedicated to providing their clients with the highest level of service and support.
Financial advisors in Melville, NY are compensated in various ways, including commission-based, fee-based, and fee-only models. Commission-based advisors earn a percentage of the investment products they sell to clients, which can lead to conflicts of interest. Fee-based advisors charge a combination of commissions and fees, while fee-only advisors charge a flat fee for their services. However, a unique aspect of Melville, NY is the prevalence of fee-only financial advisors who specialize in socially responsible investing (SRI). These advisors prioritize investments that align with clients' values and beliefs, such as environmental sustainability and social justice. This reflects the community's commitment to ethical and sustainable practices, which is reflected in the many local businesses that prioritize corporate social responsibility.