Find a Financial Planner in Melville, NY

 

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We did the hard work of finding trustworthy partners in Melville, NY.

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We Only Work With The Best Melville Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Melville, NY


  • Financial Advisor Close to Melville, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Melville Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Melville area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners in Melville offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
30.4% of Melville's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Melville area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Melville area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Melville area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Melville area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. New York has unique laws defining which actions trigger a taxable event and has the highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Melville area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Melville area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Melville, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Melville, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Melville financial advisors.
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How Retirement-Friendly is Melville, NY?

  • Population: 17,716
  • % of Population 62 Years and Over: 30.4%
  • Average Home Value: $675,400
  • Average Monthly Housing Cost: $2,503
  • Average Household Income: $185,586
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)


The Top Financial Advisor Firms in Melville, NY


EXCOMP ASSET MANAGEMENT LTD

Website

(631) 465-9670

425 Broadhollow Rd
Suite 318
Melville, NY 11747

SEC#: 801-43057
Years in Business: 28 years

CCG INVESTMENTS

Website

(631) 249-0500

1800 Walt Whitman Road
Suite 110
Melville, NY 11747

SEC#: 801-56891
Years in Business: 21 years

LANTERN WEALTH ADVISORS, LLC

Website

(631) 454-2000

35 Pinelawn Road
Suite 101E
Melville, NY 11747

SEC#: 801-79035
Years in Business: 7 years

PELKONEN AND ASSOCIATES LLC

Website

(631) 396-1032

425 Broadhollow Road
Suite 112
Melville, NY 11747

SEC#: 801-118271
Years in Business: 1 years

PIERMONT WEALTH MANAGEMENT INC.

Website

(631) 454-1585

48 S. Service Road
Suite 102
Melville, NY 11747

SEC#: 801-61254
Years in Business: 18 years

HELLER WEALTH MANAGEMENT

Website

(631) 293-2806

445 Broadhollow Road
Suite 208
Melville, NY 11747

SEC#: 801-61749
Years in Business: 18 years

MARATHON WEALTH MANAGEMENT, INC.

Website

(631) 760-8385

534 Broadhollow Road
Suite 420
Melville, NY 11747

SEC#: 801-111648
Years in Business: 3 years

CLEAR POINT ADVISORS, INC.

Website

(631) 333-2222

One Huntington Quadrangle
Suite 2S10
Melville, NY 11747

SEC#: 801-55390
Years in Business: 23 years

J.J. BURNS & COMPANY

Website

(631) 390-0500

225 Broadhollow Road
Suite 410
Melville, NY 11747

SEC#: 801-66736
Years in Business: 15 years

LANDMARK WEALTH MANAGEMENT, LLC

Website

(631) 923-2485

900 Walt Whitman Road, Suite 208

Melville, NY 11747

SEC#: 801-80788
Years in Business: 6 years