Wealth Management in Melville, NY

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List of Firms

Melville, NY Wealth Management Firms

Point Wealth Management
SEC File# 801-110687
CRD# 170398
Location 400 Broadhollow Rd Suite 200, Melville, NY 11747, USA
Phone (631) 592-2017
Merrill Lynch Wealth Management Advisor Philip Siegel
Location 300 Broadhollow Rd 3rd floor, Melville, NY 11747, USA
Phone (631) 944-9666
Merrill Lynch Wealth Management Advisor Jann Trefny
Location 1305 Walt Whitman Rd, Melville, NY 11747, USA
Phone (631) 351-5007
The Choice Group Wealth Management
4 out of 5
Location 105 Maxess Rd, Melville, NY 11747, USA
Phone (631) 386-8461
Merrill Lynch Wealth Management Advisor John Rizzo
Location 1305 Walt Whitman Rd, Melville, NY 11747, USA
Phone (631) 351-5198
SEC File# 801-7163
CRD# 8174
Location 58 S Service Rd, Melville, NY 11747, USA
Phone (631) 420-0300
Wealth Management in Melville, NY

Where Wealth Management Advisors in Melville, NY Serve

Melville, NY is a bustling hamlet on Long Island, known for its diverse neighborhoods, iconic landmarks, and thriving economy. Home to some of the top employers in the region, including Canon USA, Henry Schein, and Estée Lauder, Melville is a hub of innovation and industry. Major highways and streets, such as the Long Island Expressway and Route 110, run through the area, connecting residents to nearby cities and towns. The hamlet is also home to several notable landmarks, including the Walt Whitman Birthplace State Historic Site and the Bethpage State Park Golf Course. With its unique blend of urban amenities and suburban charm, Melville is a sought-after destination for both residents and visitors alike.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Melville, NY residents can benefit from a bank in a multitude of ways. For starters, the bank can provide them with various financial services, such as checking and savings accounts, loans, and credit cards. Additionally, the bank can offer investment options, such as stocks, bonds, and mutual funds, which can help residents grow their wealth over time. One specific aspect of Melville that a bank can cater to is its thriving business community. The bank can provide business loans, lines of credit, and merchant services to help local businesses thrive and grow. Furthermore, the bank can offer cash management services to help businesses manage their finances efficiently. Finally, the bank can provide financial education and resources to residents, helping them make informed decisions about their money and achieve their financial goals.

Insurance Broker

Residents of Melville, NY could benefit greatly from the services of an insurance broker. With the town's proximity to the coast, homeowners insurance is a crucial consideration for many residents. An insurance broker could provide guidance on selecting a policy that covers potential damage from hurricanes or flooding, which are not uncommon in the area. Additionally, many residents of Melville work in professional fields such as finance or healthcare, which often require specialized liability insurance. An insurance broker could help these individuals navigate the complex world of professional liability insurance and ensure they have adequate coverage. Overall, the expertise and guidance of an insurance broker could provide peace of mind for Melville residents, helping them to protect their homes, businesses, and assets.

Retirement Planning

Residents of Melville, NY can benefit from the expertise of a retirement planner in a variety of ways. One specific example is that a retirement planner can help Melville residents navigate the complex tax laws that affect retirement savings. With New York State being one of the highest taxed states in the country, it's crucial for residents to understand how taxes will impact their retirement income. A retirement planner can provide guidance on tax-efficient retirement savings strategies, such as contributing to a Roth IRA or using a Health Savings Account (HSA) to save for medical expenses in retirement. Additionally, a retirement planner can help Melville residents plan for the rising cost of healthcare, which is a significant concern for many retirees. By creating a personalized retirement plan that takes into account factors such as healthcare costs, taxes, and inflation, a retirement planner can help Melville residents achieve their retirement goals with confidence.

Financial Advisor

Residents of Melville, NY can greatly benefit from the guidance of a financial advisor. With the town's thriving business community, many individuals may require assistance in managing their finances or planning for retirement. A financial advisor can provide tailored advice on investment opportunities and help individuals navigate the complexities of tax laws. Additionally, Melville's high cost of living may make it challenging for some residents to save for their future. A financial advisor can help develop a comprehensive savings plan that takes into account their unique circumstances and goals. Furthermore, with the ongoing COVID-19 pandemic, many individuals may be facing financial uncertainty or job loss. A financial advisor can provide support and advice on how to navigate these challenging times and ensure that individuals are making the most of their financial resources.

Mortgage Loan Officer

Residents of Melville, NY can benefit from the expertise of a mortgage loan officer in a multitude of ways. These professionals can help residents secure the best possible mortgage rates, assist with navigating the complex mortgage application process, and provide guidance on selecting the right mortgage product for their unique financial situation. In particular, residents of Melville, NY may benefit from the knowledge of a mortgage loan officer who is familiar with the area's real estate market, which is known for its high property values and competitive housing market. With their deep understanding of the local market, a mortgage loan officer can help residents find the best mortgage products and lenders to meet their needs, whether they are first-time homebuyers or seasoned investors.

Tax Services

Residents of Melville, NY can greatly benefit from the services of a tax advisor. With the high cost of living in the area, it is important for individuals to make the most of their finances and minimize their tax liabilities. A tax advisor can assist in maximizing deductions and credits, ensuring compliance with tax laws and regulations, and providing guidance on tax planning strategies. Additionally, with the prevalence of small businesses in Melville, a tax advisor can provide valuable advice on business tax planning and preparation. The complex tax laws and regulations can be overwhelming for individuals and businesses alike, but a tax advisor can provide the expertise needed to navigate the system and ensure financial success.

Estate Planning Lawyer

Residents of Melville, NY can benefit from estate planning lawyers in many ways. One of the most common ways is by ensuring that their assets are protected and distributed according to their wishes. Melville is a bustling town with a diverse population, which means that estate planning can be complex. An estate planning lawyer can help residents navigate the intricacies of estate planning laws and regulations in Melville, NY. They can also help residents create a comprehensive plan that includes wills, trusts, and other legal documents that will protect their assets and ensure that their families are taken care of after they pass away. Additionally, an estate planning lawyer can assist residents with tax planning, charitable giving, and business succession planning. By working with an estate planning lawyer, residents of Melville, NY can have peace of mind knowing that their assets and loved ones are protected.


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