A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Fee-Only Financial Planners in Melville, NY:
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
David Frisch
CPA, CFP®, PFS
FRISCH FINANCIAL GROUP, INC.
Melville, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in New York City, Melville, NY and Tampa, FL serving Clients Nationwide
Philip Capell
CFP®, JD
Piermont Wealth Management Inc.
Melville, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Melville, NY, serving clients locally and across the country
Joyce Streithorst
CFP®, MSFS, CDFA®
FRISCH FINANCIAL GROUP, INC.
Melville, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in New York City, Melville, NY and Tampa, FL serving Clients Nationwide
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)
