What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Melville, NY area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Melville, NY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jason Sacks
CFP®, CFS®
Frisch Financial Group, Inc.
Melville, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning
Fee-Only financial planner located in Melville, NY, serving clients locally and across the country
Christopher Congema
CFP®
Landmark Wealth Management, LLC
Melville, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner with an SEC Registered Investment Advisory firm
Aaron Lieberman
CFP®, CDFA®
Marathon Wealth Management, Inc.
Melville, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Divorce Planning
Connecting Your Money With Your Values to Help You Confidently Live a Fulfilling Life. Offices in Melville & Albany, New York.
Joyce Streithorst
CFP®, MSFS, CDFA®
Frisch Financial Group, Inc.
Melville, NY
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Divorce Financial Planning, ESG Investing (Green & Socially Responsible)
Fee Only Financial Planner Located in New York City, Melville, NY, White Plains, NY, and Tampa, FL serving Clients Nationwide
David Frisch
CFP®, CPA, PFS
Frisch Financial Group, Inc.
Melville, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning
At Frisch Financial Group we help our clients protect, preserve, and enhance their wealth through our investment management expertise and financial planning services.
Shawn Gallagher
CFP®, CRPC™®
Frisch Financial Group, Inc.
Melville, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning
Fee-Only financial planner located in Melville, NY, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
