Find a Financial Advisor 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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: 29 years

CCG INVESTMENTS

Website

(631) 249-0500

1800 Walt Whitman Road
Suite 110
Melville, NY 11747

SEC#: 801-56891
Years in Business: 22 years

LANTERN WEALTH ADVISORS, LLC

Website

(631) 454-2000

35 Pinelawn Road
Suite 101E
Melville, NY 11747

SEC#: 801-79035
Years in Business: 8 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: 19 years

HELLER WEALTH MANAGEMENT

Website

(631) 293-2806

445 Broadhollow Road
Suite 208
Melville, NY 11747

SEC#: 801-61749
Years in Business: 19 years

MARATHON WEALTH MANAGEMENT, INC.

Website

(631) 760-8385

534 Broadhollow Road
Suite 420
Melville, NY 11747

SEC#: 801-111648
Years in Business: 4 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

 


Melville, NY Financial Advisor FAQs

Find out how many clients each advisor serves on average at the same time. Ask what tools and resources he or she provides that can help you succeed with your financial goals. If the advisor doesn't provide these resources then they may not be experienced enough for you and it's best to go elsewhere.
The cost of a financial advisor depends on the level of service they offer. Low-level advisors require minimal initiation fees with success based on percentages (1% management fee, for example). As the advisor's level of expertise rises, so does their rate (typically 1.5% to 2%), but it will be reflected in better customer service and product options.
Before deciding on a financial advisor, you should do your research to find out if they are qualified and regulated by the Financial Industry Regulatory Authority (FINRA) or Securities and Exchange Commission (SEC).
Financial advice is probably one of the most crucial things you can do to ensure your long-term retirement security because it protects you from becoming too risk-averse or too reckless with your investments.