The Melville, NY team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private... Read More about Wealth Enhancement Group

Mercer Advisors helps high-net-worth individuals and families in New York live the lives they want — now and in the future. We're a unified team: Advisors, planners, investors, accountants, and estate strategists that design – and execute – your financial plan. We are a true family office for all families. We put multiple wealth drivers to work: We don't rely... Read More about Mercer Advisors - Melville

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Melville, NY area, Ira Miller will take the time to understand you and your goals, as well as those changing... Read More about Ira Miller - Associate Financial Advisor, Ameriprise Financial Services, LLC

Martin Lund has a wealth of experience in both education and business. He spent five years teaching in the undergraduate program at New York University and also taught at the American Real Estate School, providing continuing education to licensed real estate brokers. For 20 years, Martin Lund served as the Chief Financial Officer of Tiffany & Company and was a... Read More about Your Cash Pro

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Melville, NY area, Bob J Kaler will take the time to understand you and your goals, as well as those... Read More about Bob J Kaler - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Melville, NY area, Nora Zaba-Slater will take the time to understand you and your goals, as well as those changing... Read More about Nora Zaba-Slater - Registered Practice Associate, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Melville, NY area, Jason DiDio will take the time to understand you and your goals, as well as those changing... Read More about Jason DiDio - Financial Advisor, Ameriprise Financial Services, LLC

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Melville, NY area, Alex Metzler will take the time to understand you and your goals, as well as those changing... Read More about Alex Metzler - Associate Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Melville, NY area, Robert Leonard Simeti will take the time to understand you and your goals, as well as those... Read More about Robert Leonard Simeti - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Melville, NY area, Michael Beall will take the time to understand you and your goals, as well as those changing... Read More about Michael Beall - Financial Advisor, Ameriprise Financial Services, LLC

At Paxim Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Melville, NY area to... Read More about Paxim Private Wealth - Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Melville, NY area, Michael J O'Keeffe will take the time to understand you and your goals, as well as those... Read More about Michael J O'Keeffe - Financial Advisor, Ameriprise Financial Services, LLC

At Prime Legacy Advisor Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Melville, NY area to... Read More about Prime Legacy Advisor Group - Ameriprise Financial Services, LLC

At Planning Financial Futures, Inc. in Melville, NY, we believe that when the plan is right, the worry starts to quiet. For decades, we've had real conversations with Long Island families and clients across the country, building trust and tailored strategies. We understand that everyone's financial journey is unique, which is why every comprehensive financial plan we create is different.... Read More about Planning Financial Futures, Inc.

TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and objectives. Providing you advice you can trust and a legendary Client experience.

TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and objectives. Providing you advice you can trust and a legendary Client experience.

TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and objectives. Providing you advice you can trust and a legendary Client experience.