Best Financial Advisors in Melville, NY

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List of Firms

Melville, NY Fiduciary Financial Advisors

Landmark Wealth Management, LLC.
SEC File# 801-80788
CRD# 158693

5 out of 5

Location 95 Broadhollow Rd Suite 102, Melville, NY 11747, USA
Phone (631) 923-2485
Anthony P Palumbo - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 200 Broadhollow Rd Ste 302, Melville, NY 11747, USA
Phone (631) 760-2985
Craig James Financial Services, LLC
SEC File# 801-57198
CRD# 20804

5 out of 5

Location 510 Broadhollow Rd Suite 204, Melville, NY 11747, USA
Phone (631) 393-2888
Merrill Lynch Wealth Management

1 out of 5

Location 1305 Walt Whitman Rd, Melville, NY 11747, USA
Phone (631) 351-5000
Francesca Banci - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 145 Pinelawn Rd Ste 340N, Melville, NY 11747, USA
Phone (516) 864-0500
Piermont Wealth Management
SEC File# 801-61254
CRD# 119376
Location 48 S Service Rd Suite 102, Melville, NY 11747, USA
Phone (631) 454-1585
Ralph Laporta - Morgan Stanley
Location 58 S Service Rd Ste 400, Melville, NY 11747, USA
Phone (631) 755-8869
Kevin F Vasilik - Financial Advisor, Ameriprise Financial Services, LLC
Location 200 Broadhollow Rd Ste 302, Melville, NY 11747, USA
Phone (631) 760-2286
Scott Kaufman - Financial Advisor, Ameriprise Financial Services, LLC
Location 8 Arlington St fl 2, Melville, NY 11747, USA
Phone (631) 673-3997
Hardiman, Lepping & Associates
Location 395 N Service Rd #411, Melville, NY 11747, USA
Phone (631) 501-2190
Lighthouse Financial Network, LLC
SEC File# 801-54859
CRD# 23131

5 out of 5

Location 575 Broadhollow Rd, Melville, NY 11747, USA
Phone (631) 465-9090 ext. 5129
Michael Uvenio - Financial Advisor, Ameriprise Financial Services, LLC
Location 200 Broadhollow Rd Ste 302, Melville, NY 11747, USA
Phone (631) 760-2983
Image of Melville, NY

About Melville, NY

Melville is a hamlet and census-designated place in the Town of Huntington, Suffolk County, New York. As of the 2010 United States Census, the CDP population was 26,191. Melville is located on Long Island and is considered part of the Greater New York metropolitan area. The top employers in Melville are Northwell Health, Canon U.S.A., Inc., and Comcast Cable Communications. Major highways and streets in Melville include the Long Island Expressway (I-495), the Northern State Parkway, and Route 110. The neighborhoods in Melville include Deer Park, Dix Hills, Elwood, Hauppauge, Huntington Station, Melville, Northport, and Syosset.

Where Certified Financial Advisors in Melville, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

The banking sector is one of the most important and vital components of the Melville, NY economy. The banks in this area provide a wide range of services that are essential to the local community. These services include checking and savings accounts, mortgages, car loans, and business loans. In addition, the banks also offer a variety of other services, such as online banking and bill pay. They also have a number of ATMs located throughout the area.

Insurance Broker

Residents of Melville, NY, can rely on insurance brokers to help them find the best coverage for their needs.Insurance brokers have access to a wide variety of policies from a variety of providers, so they can help you find the right policy at the right price. They can also help you compare rates and find discounts that may be available to you.Brokers can also help you file claims and answer any questions you may have about your policy. They are there to help you every step of the way, so don't hesitate to contact them if you need assistance.

Retirement Planning

Most Melville, NY residents are unaware of the importance of retirement planning. Financial advisors can help change that.Financial advisors can help Melville, NY residents with a variety of tasks related to retirement planning. For example, they can help people figure out how much money they will need to have saved up by the time they retire, and how best to invest that money in order to ensure a comfortable retirement. They can also help people plan for potential health care expenses during their retirement years. In short, financial advisors can provide invaluable assistance when it comes to ensuring a happy and financially secure retirement.

Wealth Management

Wealth management is an important service that can help residents of Melville, NY protect their finances and save for the future. There are many different wealth management services available, so it's important to find one that fits your needs. A good wealth management service will work with you to create a plan that meets your specific goals and helps you stay on track.

Estate Planning Lawyer

Estate planning lawyers help residents of Melville, NY create a will and estate plan. This allows them to designate who will receive their property after they die. It also allows them to appoint a guardian for their children in the event that both parents die simultaneously. An estate planning lawyer can also help residents of Melville, NY set up trusts which can provide financial security for their loved ones in the event that they are no longer able to support them financially.

Mortgage Loan Officer

Mortgage loan officers in Melville, NY can help residents secure home loans. They are knowledgeable about the different types of mortgages available and can help residents choose the best option for their needs. Additionally, mortgage loan officers can work with residents to ensure that they get the best interest rate and terms possible.

Tax Services

Residents of Melville, NY can benefit from the services of tax accountants. These professionals can help taxpayers understand and meet their tax obligations. Accountants can also advise residents on ways to reduce their taxes and maximize their refund. In addition, accountants can provide assistance with estate planning and other financial matters.

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FAQs About Personal Financial Advisors in Melville, NY