Melville, NY Financial Consultant

( 42 Reviews )
Brooks Partners Finance Logo

Brooks Partners Finance

Loan Agency, Business Broker, Finance Broker

445 Broadhollow Rd Suite 25 Melville, New York 11747
Jeral Pimentel

Porsha has been a key asset to our business she has helped us with our growth with the various products and services they carry I will recommend BPF to anyone starting ou ... more

( 932 Reviews )
Shore Funding Solutions Logo

Shore Funding Solutions

Loan Agency, Finance Broker, Financial Consultant

2 Huntington Quadrangle Suite 1N15 Melville, NY 11747
Brown&B

Alisha and Victoria were amazing during this entire experience. First time going through the process and couldnt be happier with their performance and attention to my nee ... more

( 45 Reviews )
Planning Financial Futures, Inc Logo

Planning Financial Futures, Inc

Investment Service, Financial Consultant, Investment Service

1895 Walt Whitman Rd #6 Melville, New York 11747
G Cunn

Excellent service and response time Informative and very helpful in all areas of financial planning Great to deal with

( 1 Reviews )
Janney Montgomery Scott LLC Logo

Janney Montgomery Scott LLC

Financial Consultant

395 North Service Road, Suite 411 Melville, New York 11747
Chris S.

I know very little about investing, but the good folks at Janney made me feel very comfortable about the process.I met with Rich Rubin and we discussed what my particular ... more

( 1 Reviews )
The Israel Group - Morgan Stanley Logo

The Israel Group - Morgan Stanley

Financial Consultant, Investment Service

58 South Service Rd, Ste 400 Melville, NY 11747
( 0 Reviews )
Susan Russo Financial Logo

Susan Russo Financial

Financial Consultant

425 Broadhollow Road 405 Melville, NY 11747
( 1 Reviews )
Two Trees Funding Logo

Two Trees Funding

Financial Consultant

68 S Service Rd Melville, NY 11747
( 1 Reviews )
Melville, NY Branch Office - UBS Financial Services Inc. Logo

Melville, NY Branch Office - UBS Financial Services Inc.

Financial Consultant

58 South Service Road, Suite 310 Melville, New York 11747
Cory Zucker

John Houlihan is a strong and proven leader.

( 0 Reviews )
Kristin Bay - Ameriprise Financial Services, LLC Logo

Kristin Bay - Ameriprise Financial Services, LLC

Financial Planner, Financial Consultant, Investment Service

200 Broadhollow Rd #302 Melville, New York 11747
( 0 Reviews )
Wilmington Trust Logo

Wilmington Trust

Investment Service, Financial Consultant, Financial Planner

401 Broadhollow Rd Suite 101 Melville, New York 11747
( 0 Reviews )
Joseph Iannuzzi - Ameriprise Financial Services, LLC Logo

Joseph Iannuzzi - Ameriprise Financial Services, LLC

Financial Planner, Investment Service, Financial Consultant

515 Broadhollow Rd Ste 800 Melville, New York 11747
( 25 Reviews )
Herman P Ortiz CPA P.C. Logo

Herman P Ortiz CPA P.C.

Certified Public Accountant, Accountant, Auditor

20 Broadhollow Rd Suite 3012 Melville, NY 11747
Victor Gesuele

My wife and I used Herman to prepare our tax returns. We were very satisfied with his services. Herman is very professional and knowledgeable. It was a pleasure to work w ... more

( 40 Reviews )
Registered Social Security Analysts - RSSA Logo

Registered Social Security Analysts - RSSA

Corporate Office, Financial Consultant, Social Security Office

68 S Service Rd #100 Melville, NY 11747
Joe Totah

I need to get information on my SS benefits, I did a 20 minute consultation and the consultant (Norm) was absolutely terrific. I was able to better understand my situatio ... more

( 0 Reviews )
Anna Tringle - Ameriprise Financial Services, LLC Logo

Anna Tringle - Ameriprise Financial Services, LLC

Financial Planner, Financial Consultant, Investment Service

145 Pinelawn Rd Ste 340N, Ste 340N Melville, NY 11747
( 0 Reviews )
Ira Miller - Financial Advisor, Ameriprise Financial Services, LLC Logo

Ira Miller - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Financial Consultant, Investment Service

145 Pinelawn Rd #340n Melville, New York 11747
( 0 Reviews )
Carmen Flamino, CFP - UBS Financial Services Inc. Logo

Carmen Flamino, CFP - UBS Financial Services Inc.

Financial Consultant

58 South Service Road, Suite 310 Melville, New York 11747
( 0 Reviews )
David J. Schnall - UBS Financial Services Inc. Logo

David J. Schnall - UBS Financial Services Inc.

Financial Consultant

58 South Service Road, Suite 310 Melville, New York 11747
( 0 Reviews )
Stephen Kaplan - UBS Financial Services Inc. Logo

Stephen Kaplan - UBS Financial Services Inc.

Financial Consultant

58 South Service Road, Suite 310 Melville, New York 11747
( 0 Reviews )
Vania Markarian, CA Insurance License #OE43841 - UBS Financial Services Inc. Logo

Vania Markarian, CA Insurance License #OE43841 - UBS Financial Services Inc.

Financial Consultant

58 South Service Road, Suite 310 Melville, New York 11747
( 0 Reviews )
Jeffrey Rudner - UBS Financial Services Inc. Logo

Jeffrey Rudner - UBS Financial Services Inc.

Financial Consultant

58 South Service Road, Suite 310 Melville, New York 11747
( 0 Reviews )
Douglas Graham - UBS Financial Services Inc. Logo

Douglas Graham - UBS Financial Services Inc.

Financial Consultant

58 South Service Road, Suite 310 Melville, New York 11747
( 0 Reviews )
Soundview Wealth Consulting Group - UBS Financial Services Inc. Logo

Soundview Wealth Consulting Group - UBS Financial Services Inc.

Financial Consultant

58 South Service Road, Suite 310 Melville, New York 11747
( 0 Reviews )
Fitzpatrick Wealth Management - UBS Financial Services Inc. Logo

Fitzpatrick Wealth Management - UBS Financial Services Inc.

Financial Consultant

58 South Service Road, Suite 310 Melville, New York 11747
( 0 Reviews )
Rosica Wealth Management Group - UBS Financial Services Inc. Logo

Rosica Wealth Management Group - UBS Financial Services Inc.

Financial Consultant

58 South Service Road, Suite 310 Melville, New York 11747
( 0 Reviews )
Oddo Wealth Management Group - UBS Financial Services Inc. Logo

Oddo Wealth Management Group - UBS Financial Services Inc.

Financial Consultant

58 South Service Road, Suite 310 Melville, New York 11747
( 0 Reviews )
Kleiman Wealth Management Group - UBS Financial Services Inc. Logo

Kleiman Wealth Management Group - UBS Financial Services Inc.

Financial Consultant

58 South Service Road, Suite 310 Melville, New York 11747
( 0 Reviews )
The Russell Wealth Management Group - UBS Financial Services Inc. Logo

The Russell Wealth Management Group - UBS Financial Services Inc.

Financial Consultant

58 S Service Rd Suite 310 Melville, NY 11747
( 3 Reviews )
Atlantic Complete Lending Solutions Logo

Atlantic Complete Lending Solutions

Financial Consultant

20 Broadhollow Rd suite 3011B Melville, NY 11747
( 1 Reviews )
Matthew Donnino - Prudential Financial Logo

Matthew Donnino - Prudential Financial

Investment Service, Financial Consultant, Life Insurance Agency

555 Broadhollow Rd #271a Melville, NY 11747
JAMES PERRONE

Mr. Donnino took his time and shared his perspective and considerable knowledge and experience. I highly recommend Matt for all his professional advice related to finan ... more

( 2 Reviews )
Matt Curry - Prudential Financial Logo

Matt Curry - Prudential Financial

Investment Service, Financial Consultant, Life Insurance Agency

445 Broadhollow Rd #405 Melville, NY 11747
John Scott Thorburn

Matt is exactly what I hoped for in a financial advisor; informative and sagacious, patient and friendly. I recommend his services to friends, family, and business colle ... more

( 0 Reviews )
Justin Andreoli - Financial Advisor, Ameriprise Financial Services, LLC Logo

Justin Andreoli - Financial Advisor, Ameriprise Financial Services, LLC

Investment Service, Financial Consultant, Investment Service

200 Broadhollow Rd #302 Melville, New York 11747
( 2 Reviews )
Bank of America ATM (Drive-thru) Logo

Bank of America ATM (Drive-thru)

ATM, Financial Consultant, Financial Planner

600 Broadhollow Rd Melville, NY 11747
Joe Zarou

Manager was great and solved all my problems

( 3 Reviews )
Embrace Home Loans - Melville, NY Logo

Embrace Home Loans - Melville, NY

Mortgage Lender, Financial Consultant, Loan Agency

425 Broadhollow Rd #400 Melville, NY 11747
Magic Urk

Ask for Stephanie shell take care of you

( 0 Reviews )
Robert Ackerman - UBS Financial Services Inc. Logo

Robert Ackerman - UBS Financial Services Inc.

Financial Consultant

58 S Service Rd Suite 310 Melville, NY 11747
( 2 Reviews )
Credit Scoring Advisor Logo

Credit Scoring Advisor

Credit Counseling Service, Financial Consultant

555 Broadhollow Rd Suite #329 Melville, NY 11747
Jennifer Murray

Dan is the absolute best. Not only did he raise my credit by well over 100 points within a year, he's funny, kind and professional. I highly recommend this company if you ... more

( 0 Reviews )
Michael Romer - Morgan Stanley Logo

Michael Romer - Morgan Stanley

Financial Consultant, Investment Service

58 S Service Rd Ste 400, Ste 400 Melville, NY 11747
( 0 Reviews )
The Rivetz Group - Morgan Stanley Logo

The Rivetz Group - Morgan Stanley

Financial Consultant, Investment Service

58 S Service Rd Ste 400, Ste 400 Melville, NY 11747
( 0 Reviews )
Bobby Kelly - Morgan Stanley Logo

Bobby Kelly - Morgan Stanley

Financial Consultant, Investment Service

58 S Service Rd Ste 400, Ste 400 Melville, NY 11747
( 1 Reviews )
RAO Wealth Partners Logo

RAO Wealth Partners

Financial Consultant

445 Broadhollow Rd #25 Melville, NY 11747
( 1 Reviews )
Tyler Sloves - Prudential Financial Logo

Tyler Sloves - Prudential Financial

Investment Service, Financial Consultant, Life Insurance Agency

445 Broadhollow Rd #405 Melville, NY 11747
( 3 Reviews )
Legal Funding & Lawsuit Loans Logo

Legal Funding & Lawsuit Loans

Financial Consultant

201 Old Country Rd Melville, NY 11747
Iesha Jones

Wasn't able to receive any funding so I'm not going to give any bad or good reviews.

( 6 Reviews )
Marcum LLP Logo

Marcum LLP

Certified Public Accountant, Accountant, Accounting Firm

10 Melville Park Rd Melville, NY 11747
PopulousBox09

Horrible service. Too much watwr

( 1 Reviews )
Ronald Cellini - Prudential Financial Logo

Ronald Cellini - Prudential Financial

Investment Service, Financial Consultant, Life Insurance Agency

445 Broadhollow Rd #405 Melville, NY 11747
( 1 Reviews )
Matthew Niegocki - Prudential Financial Logo

Matthew Niegocki - Prudential Financial

Investment Service, Financial Consultant, Life Insurance Agency

445 Broadhollow Rd #405 Melville, NY 11747
( 0 Reviews )
The Empire Group - UBS Financial Services Inc. Logo

The Empire Group - UBS Financial Services Inc.

Financial Consultant

58 South Service Road, Suite 310 Melville, New York 11747
( 0 Reviews )
The Long Island Market - UBS Financial Services Inc. Logo

The Long Island Market - UBS Financial Services Inc.

Financial Consultant

58 South Service Road, Suite 310 Melville, New York 11747
( 10 Reviews )
Aegis Capital Corporation Logo

Aegis Capital Corporation

Financial Consultant

1305 Walt Whitman Rd Melville, NY 11747
john RITTER

Frank and Elliot with Aegis Capital are the best in the business. They return every call and every text day or night. Nobody works harder. Nobody works smarter. They ... more

( 5 Reviews )
Herold & Lantern Investments Logo

Herold & Lantern Investments

Financial Consultant

35 Pinelawn Rd Suite 101E Melville, NY 11747
Nicole Mayerson

My advisor Keith Lanton has been extremely diligent with my account since its inception. He gives me hours of his time to explain complexities of the market which guide ... more

( 1 Reviews )
Madelyn Barker - Prudential Financial Logo

Madelyn Barker - Prudential Financial

Investment Service, Financial Consultant, Life Insurance Agency

606 Walt Whitman Rd # 4 Melville, NY 11747
JV Young

Saved me $600 over Allstate with the same coverage, open late and on weekends. Very helpful and bilingual!

( 0 Reviews )
The Financial Consulting Group - UBS Financial Services Inc. Logo

The Financial Consulting Group - UBS Financial Services Inc.

Financial Consultant

58 South Service Road, Suite 310 Melville, New York 11747
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