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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Melville is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Melville & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Melville?

Looking for a qualified financial advisor in Melville? We can help you by narrowing down your options & listing the best financial advisors in Melville as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Melville near you with the list of certified and vetted Melville financial advisors.

List of Qualified Financial Advisors in Melville, New York

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PHILIP CAPELL

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747

631-454-1585

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Paresh B. Shah

PareShah Partners LLC

960 South Broadway, Suite 115-B

Hicksville, NY 11801

516-268-3446

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Gerry Barrasso

United Financial Planning Group, LLC

888 Veterans Memorial Hwy
Suite 405

Hauppauge, NY 11788

631-234-0871

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John Patsy

LPL Financial

900 Route 111
Suite 280

Hauppauge, NY 11788

631-350-7024

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Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556

516-252-1413

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Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606

914-618-3002

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Gregory Manto

Iron Birch Advisors, a financial advisor practice of Ameriprise Financial Services, LLC

767 Third Avenue, 38th Floor

New York, NY 10017

212-759-2022

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Jed Limmer

Bicoastal Wealth Management

142 West 57th Street

New York, NY 10019

212-931-7077

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Walter Varian

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173

646-779-2102

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Personal Capital

Personal Capital Advisors Corporation

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Prince, NY 10012

650-556-1310

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Retirable

Retirable, Inc.

41 East 11th Street

New York, NY 10003

833-222-1807

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Farther

Farther Finance, LLC

Four World Trade Center
150 Greenwich St Ste 2946

New York, NY 10007

720-744-2145

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Anamika Madan

Edelman Financial Engines, LLC

650 From Road

Paramus, NJ 07652

201-289-8260

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Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301

718-313-0303

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Sal Marino

Edelman Financial Engines, LLC

328 Newman Springs Road

Red Bank, NJ 07701

732-704-7213

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Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004

973-244-4237

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Kevin Shea

Edelman Financial Engines, LLC

51 JFK Parkway

Short Hills, NJ 07078

862-206-7431

List of Additional Financial Advisors in Melville, New York*

* Additional advisor listing is provided in partnership with Yext

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Kelly Saronka - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1613

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1-877-2RETIRE, LLC

425 Broadhollow Road
Suite 304

Melville, NY 11747
631-952-9795

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Brandyn Rowlinson - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
212-492-6318

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Blue Chip Financial Corp.

200 Broadhollow Rd
Suite 207

Melville, NY 11747
631-470-2150

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Vania Markarian, CRPS - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-454-3241

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Alpine Capital Group NY Inc.

555 Broadhollow Rd.
Suite 271

Melville, NY 11747
516-249-4922

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The Rivetz, White & Podell Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8800

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Lawrence D Sangirardi - Ameriprise Financial Services, LLC

145 Pinelawn Rd
Ste 340N

Melville, NY 11747
631-683-5570

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John Mahoney - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8945

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Joseph Fitzpatrick - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-420-6467

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Douglas Horn - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8946

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Beacon Wealth Management, Inc.

105 Maxess Road
Suite S124

Melville, NY 11747
631-390-0035

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David P. Schiebelhuth - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8865

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Joseph G D'Ambrisi - Morgan Stanley

58 South Service Rd
Suite 400

Melville, NY 11747
631-851-5307

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Frank R. Kelly IV - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1636

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Michael Vega - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-2482

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Robert Cohen - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1605

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Mark Papagni, CLU

520 Broadhollow Road

Melville, NY 11747
516-660-7692

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Peter Sluka - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1651

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Mark Alber - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1607

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Bryant Weintraub - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
800-980-2220

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Chase H. Grosse National Securities Corporation

425 Broadhollow Road
Suite 325

Melville, NY 11747
631-881-0780

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The Safarik Patterson Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8862

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The Israel Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1680

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Steven Wiener - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1656

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Birnbaum Advisory

575 Broadhollow Road

Melville, NY 11747
631-465-9090

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Moira L Patterson - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8862

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Caufield Wealth Management Group - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-420-6412

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Michael Romer - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1621

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Anthony S Zambri - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-2482

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The Israel Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1680

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Peter T McCarthy - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8868

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The Moss Bogatch Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8800

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Salvatore Alesia - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8894

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Glatman & Filonuk

150 Broadhollow Rd
Ste 203

Melville, NY 11747
631-421-5050

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Ford Financial Wellness, LLC

520 Broadhollow Road

Melville, NY 11747
631-391-2949

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Carolyn Weiss - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8912

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Mark E. Schrader

425 Broadhollow Road
Suite 325

Melville, NY 11747
631-881-0750

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Stephen F Lawless - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8815

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Daniel Rona - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1652

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The Rivetz Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8826

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Punturo Financial Services

445 Broadhollow Rd.
Suite 108

Melville, NY 11747
631-694-5645

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Tortorici Wealth Management Group - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-454-3242

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Elizabeth M. Smith - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8959

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Diane Finazzo - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1612

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Lawrence Schimel - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-2482

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Christopher J Fucci - Ameriprise Financial Services, LLC

150 Broadhollow Rd
Ste 205

Melville, NY 11747
631-923-0885

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Jonathan Wiener - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8879

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Kevin F Vasilik - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2286

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Francesca Banci - Ameriprise Financial Services, LLC

145 Pinelawn Rd
Ste 340N

Melville, NY 11747
516-864-0500

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Joseph J Miecuna - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8807

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Donald Johannes - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-2482

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Lev Brickman - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-2794

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Robert Pecoraro - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2981

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The Alber Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1607

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The Pecoraro Group - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-2482

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Brian White - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2265

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Planning Financial Futures

1895 Walt Whitman Road
Suite 6

Melville, NY 11747
631-546-5403

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Siena Wealth Advisory Group - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2269

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Geller and Associates - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2271

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Abney & Associates - Ameriprise Financial Services, LLC

445 Broadhollow Rd
Ste 317

Melville, NY 11747
631-396-1251

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Melville, NY Branch Office - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-420-0300

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Edward Reilly - Ameriprise Financial Services, LLC

445 Broadhollow Rd
Ste 317

Melville, NY 11747
631-377-7192

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Jeffrey E Wenzel - Ameriprise Financial Services, LLC

445 Broadhollow Rd
Ste 317

Melville, NY 11747
866-797-7590

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Richard Mazur - Ameriprise Financial Services, LLC

150 Broadhollow Rd
Ste 205

Melville, NY 11747
631-923-0885

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North Ridge Wealth Planning

1895 Walt Whitman Road
Suite 6

Melville, NY 11747
631-420-4242

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The Island Harbor Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8800

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Edward Riepe - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1639

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Douglas Graham - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-420-6470

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Charles P Albrecht - Ameriprise Financial Services, LLC

445 Broadhollow Rd
Ste 317

Melville, NY 11747
631-771-1313

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Horizon Wealth Management - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-454-3247

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Melody Y R Graham - Ameriprise Financial Services, Inc.

445 Broadhollow Rd
Ste 317

Melville, NY 11747
631-396-1251

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Kleiman Wealth Management Group - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-420-6475

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Kenneth H Baer - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1615

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Andrew Drost - Ameriprise Financial Services, Inc.

1 Huntington Quadrangle
Ste 1S03A

Melville, NY 11747
631-396-2075

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Michael Uvenio - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2983

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Warren H Rivetz - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8826

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Jeffrey Putterman - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1648

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Eric Abney - Ameriprise Financial Services, LLC

445 Broadhollow Rd
Ste 317

Melville, NY 11747
631-396-1251

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Three Generations Financial - Ameriprise Financial Services, LLC

150 Broadhollow Rd
Ste 205

Melville, NY 11747
631-923-0885

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Salvatore P Vitale - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8953

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Jason Viviani - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1675

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Carmen Flamino, CFP - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-420-6407

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Jenn Monahan - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8925

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Sandy Poon-Wing - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8963

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Mark T Greco - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8817

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Morgan Stanley Financial Advisors

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8800

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Brian Cohen - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1684

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Russell Weill - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1655

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The Marshall Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8944

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Mary Jo White - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8857

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Kyle S. Kennelly - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8911

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Barry R Small - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8852

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Wealth Advisory Group, LLC

225 Broadhollow Road
Suite 105

Melville, NY 11747
516-677-6200

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Allan M Pelkonen - Ameriprise Financial Services, Inc.

445 Broadhollow Rd
Ste 317

Melville, NY 11747
631-396-1032

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Benjamin Steinberg - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8918

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Frank Columbia - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1625

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The Cypress Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8841

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Martha A Baumbach - Ameriprise Financial Services, LLC

150 Broadhollow Rd
Ste 205

Melville, NY 11747
631-923-0885

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Michael Lupia - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8913

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James Flood - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1620

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The Papaleo/McCleery Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8863

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Paul S. Schroeder - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1641

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Jeremy O'Brien - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8828

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Rand A Marshall - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8944

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Todd Geller - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2271

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Chase H Grosse - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-0594

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Scott B McKenna - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8920

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The 58 Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1607

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Nicholas Pecoraro - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2982

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Liam Emmett Patterson - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8890

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Fred J Catalano - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8881

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Jeffrey Rudner - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-420-6455

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Jay Dienes - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8906

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Ronald Valinotti - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8924

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The Navigator Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8800

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Thomas B Tucker - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8864

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Soundview Wealth Consulting Group - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-454-3255

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William Spencer

290 Broadhollow Road

Melville, NY 11747
516-404-8483

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Bobby Kelly - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8878

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Anthony V Paolano Jr. - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8935

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Matthew Mandell - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2264

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The DePiro Group - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-454-3225

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Mark Brellis - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-2482

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Giovanni Cannone - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-2482

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Marc Lepselter - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1676

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Legacy Wealth Management - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-420-6466

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Joseph Marinaccio - Ameriprise Financial Services, LLC

145 Pinelawn Rd
Ste 340N

Melville, NY 11747
631-683-5570

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Thomas J Morra - Ameriprise Financial Services, Inc.

1 Huntington Quadrangle
Ste 1S03A

Melville, NY 11747
631-396-2075

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Michael Gershenson - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8910

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Robert Ackerman - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-420-6440

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The Barnett Group - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-454-3245

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John J Donnell - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8907

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Stone E. Mitchell - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1617

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Stephen Kaplan - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-454-3252

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Jennifer A Segura - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8829

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Richard Dorfman - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1618

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Allen Relkin - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8917

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Ralph Laporta - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8869

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Reuben Birnbaum - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8903

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James Rosica - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-454-3257

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Simeon Thall - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1653

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Glen Mahnken - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8845

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Harvey Sherman - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1668

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Robert DiGregorio, Family Wealth Advisor - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8841

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Frank Inman - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1634

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Dominic Provenzano - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1647

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Fitzpatrick Wealth Management - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-420-6488

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Jeffrey Joseph Valente - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8892

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Matthew Thompson - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8921

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Neil Mascioli - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1677

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Rosica Wealth Management Group - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-454-3257

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Tony LaRocca - Nationwide Mortgage Bankers, Inc

68 S. Service Road
Suite 400

Melville, NY 11747
516-324-3912

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David J. Schnall - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-454-3255

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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