Financial Advisors in Melville, New York (Suffolk County)

Jeffrey Roberto, CFP, CMFC, MBA
Roberto Wealth Management LLC is a comprehensive financial planning and investment management services firm committed to helping our clients change the way they think about investments and financial planning.
We are an independent Fee-Only personal wealth management firm that is only compensated by the fees our clients pay us, not from sales commissions. Our customized programs are designed to Plan, Protect, and Grow our clients' wealth by delivering an unprecedented level of personalized service and expertise.
Roberto Wealth Management LLC identifies your financial needs and goals through a disciplined analysis of your specific situation. We will help you evaluate your risk tolerance, time horizon, your personal, business and family circumstances, tax implications, and other variables in order to develop a plan.
Please visit our company website at: www.robertowealthmanagementllc.com ... See More

Gerard Barrasso, CFP, CPA/PFS
United Financial Planning Group LLC is an independent, fee only, financial planning and accounting firm. As a result, our compensation comes only from you, meaning you pay no commissions, kickbacks, trailers or hidden fees. Our clients always come first. We are free from conflicts of interest that are common among other firms. We have the freedom to select from the best investment solutions and financial products in the marketplace at the lowest cost. We are not constrained as many firms are, by proprietary investment products or firm specific products. As CFP’s we have taken a fiduciary oath that ensures your interests come first.... See More

Allison Vanaski, CFP

Scott Welikey, CFP, CPA

Cindy Golub, MBA
Fee-only financial planning on an hourly or flat fee basis especially for women. One-time, as needed or ongoing advice.We advise on your entire financial situation or on specific topics such as: budget analysis,college savings, estate planning, insurance review, retirement planning and financial check-ups.We provide objective advice as we are not receiving commissions from selling financial products. We have no account minimums.We offer our services in a personal, confidential manner.... See More

Timothy Clark, BA, MBA
Greystone Wealth Advisors LLC seeks to provide unbiased, low cost financial advisory solutions for its clients. The firm provides sensible and effective wealth management as well as comprehensive financial planning.


The firm's leading principal has over 28 years of financial industry experience. By utilizing primarily low fee index mutual funds encompassing a broad range of core asset classes, we make available to retail investors (individuals, trusts, small businesses, endowments, and others) an institutional quality wealth management program at a fee well below the industry average.

The firm offers the following services to its clients:

Wealth Management

The Wealth Management service brings low cost institutional quality asset management advice to client portfolios of all sizes whether they be an individual starting out, a couple nearing retirement, a business owner with a profit sharing plan, a small endowment, or a trust in need of professional asset management.

Financial Planning
The Financial Planning service offers an individualized approach to the financial needs of our clients. By getting to know our clients very well - their families, their interests, their goals - we strive to present innovative financial solutions in the areas of estate planning, cash flow analysis, insurance review, retirement planning, education funding, business succession strategies, and charitable giving. Independent Full service Fee only SEC Registered Investment Advisory Firm Member Charles Schwab Advisor Network Program Member National Association of Personal Financial Advisers (NAPFA)... See More

Laura Rotter, BA, CFA, CFP, MBA
True Abundance Advisors is dedicated to understanding each client's unique set of values, challenges and opportunities. I work with clients from all walks of life, with a variety of financial goals. They may be single or married, with or without dependents, saving for their children's education, or for retirement. They may be navigating a life transition, such as birth of their first child, loss of a job, or divorce from a spouse. What unifies them all are their dreams, and the recognition that money is a means to help fund those dreams. We work together to help clarify your goals, and develop an integrated plan so that you may achieve those goals.
Services include: goal exploration and identification; cash flow analysis and management; risk/insurance review and recommendations; portfolio analysis and investment strategy; tax planning; employee benefits review, analysis and selection; college, retirement and estate planning. ... See More

John Belluardo, ChFC, MS
Stewardship offers comprehensive financial planning, specializing in retirement planning and no-load mutual funds. Our proprietary software will create a detailed retirement plan tailored to your specific needs. We have no minimum asset requirements. We work hard to keep your fees low without sacrificing quality. Please visit our web site for more information.... See More

Jai Ramsawak, CFP, ChFC, EA, MBA
At the Magis Group, your goals are our priority. We've created a system that allows clients to establish goals and efficiently achieve them.
Once your goals have been established, we create a plan and begin working.
Our process has been proven to work time and time again, and our clients are pleased with their results.... See More

New York and Santa Fe (N.M.) Financial Advisor (Certified Financial Planner) providing in-person and virtual fee-only fiduciary financial planning and investment advisory services to help clients navigate life events and changes (retirement, divorce, inheritance, career).

As an independent and fee-only advisor, we don’t restrict ourselves to working with specific products or families of funds. We select the products we believe are best for your long-term financial well-being. As a fiduciary and fee-only advisor, our compensation is not based on commissions and the products that we use to implement your investments.

Our experienced financial planning team can help you implement a financial plan that is specific to your cash-flow needs, family circumstances, investment goals, and financial and tax situations. We use a detailed discovery and analysis process to help create a financial plan that works best for you.... See More

Samuel McPherson, CFP
McPherson Financial Advisors, Inc. is a holistic financial planning firm. Our commitment is to the client first and foremost. We do not require that you place your investments with us. Many of our clients are self-directed investors who realize the benefits of financial planning. Our approach to investing is a strictly index-based approach.
We take time to fully understand our client's goals and aspirations. Our recommendations are built not only from spreadsheets, but, more importantly, from an understanding of what will provide peace of mind to our clients.
We specialize in planning for retirees and pre-retirees. The decision to retire or perhaps to enter the next chapter of life is never made easily. Aside from the financial issues, there are behavioral considerations about how to find fulfillment if you are not generating income, and how to use your accumulated wealth to lead a satisfying life.
I focus on assisting clients to lead a fulfilling life in "retirement". I also pay close attention to the financial details, and I offer strategies that can reduce tax and the cost of investing just when you need those strategies to work as optimally as possible.
My ideal client is at least 50 years of age, has accumulated investment savings, and is either already living in retirement, or considering what life would look like without the demands of working full time.... See More

Darin Schnall, BA, CFP, CMFC, CPA, MBA
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Our firm specializes in helping individuals living or working in New York City who are undergoing a financial transition, and need investment advice to help them make important wealth management decisions.
Examples include: 1. Job Transition 2. Early Retirement 3. Family Inheritance 4. Lottery winner (NYC)... See More

Stacy Francis, CDFA, CFP
We are a boutique wealth management and financial planning firm specializing in high net worth individuals and families with over $1MM in investable assets, and dedicated to providing you personalized financial guidance. Our fee-only approach promises the greatest amount of objectivity in our recommendations and services to you, and guarantees fiduciary loyalty and financial peace-of-mind to our family of clients. At Francis Financial, we specialize in guiding individuals and families as they navigate significant life transitions such as divorce, loss of a spouse, or inheritance. We take the time to understand what life- changing events our clients are experiencing, and how we can help them achieve their lifelong goals Our wealth management approach encompasses all aspects of our client's financial affairs. Our clients are unique and deserve personalized attention. We work hard to create tailored financial road maps that enable them to grow their wealth and pursue the life they want to live without having to worry about financial implications. We walk our clients through the process step by step and make an effort to educate them in a way that is easy to understand. ... See More

Aleksey Krylov is a seasoned Chief Financial Officer (CFO) recognized for his experience in the life sciences and medical technology sectors. With a background in venture investing and mergers and acquisitions (M&A), his track record includes over 70 successful fundraising and M&A transactions, which showcase his ability to navigate diverse strategic opportunities for companies he works with.

As the CFO of CytoImmune Therapeutics, Aleksey spearheaded a transformative period, securing over $100 million in funding and overseeing the expansion of the workforce from five to over 60 employees. Furthermore, he played a pivotal role in building a cutting-edge commercial-scale cell and biologics manufacturing facility.

Previously, as CFO of DIH International, Aleksey positioned the Swiss-Chinese medical equipment manufacturer for a targeted NASDAQ public offering, driving strategic initiatives to optimize growth and maximize shareholder value.

Aleksey's accomplishments extend to his role as CFO of SELLAS Life Sciences, where he orchestrated a successful reverse merger, which ultimately propelled the company to the market capitalization of several hundred million dollars . He also led a successful convertible PIPE fundraise.

Before his stints as a healthcare CFO, Aleksey spent 12 years as a family office investment professional. He oversaw principal and control investments exceeding $500 million across diverse industries, including life sciences, medical technologies, healthcare IT, and consumer products. He started his career as an equity capital markets banker with Cowen's healthcare practice.

Aleksey holds an MBA from Columbia Business School and a Bachelor of Science in Business Administration from Babson College. His ability to blend financial acumen, deal-making expertise, and operational leadership makes him an invaluable asset to life sciences and medical technology organizations, driving transformative growth and financial performance.... See More

Jim Marrocco, CFA, CFP
After studying accounting and finance at Georgetown University, I spent ten years working for an asset management firm (a long-short equity hedge fund) picking stocks to invest in and sell short. The business taught me a discipline about investing, how to understand companies, industries and market psychology. Most of all, the years of working, learning and studying helped me to develop an investment process and set of beliefs, which I strongly adhere to.
Despite not working in personal finance, I occasionally found friends and family coming to me asking an assortment of questions about taxes, investments and “the market,” among other things. While it took me a while to realize, I learned that these conversations and relationships were very fulfilling. And I also found how powerful advice, a different perspective or to be heard could impact people's lives. It motivated me to bring my skillset into a different environment to help a different community: everyday people.
And so that is where the idea of my business came from - putting together the inspiration of helping people achieve their dreams by using my investment experience to create positive change in people's financial lives. I am a true believer that it is through a roadmap that we realize our aspirations no matter how big or small. And our financial lives often play a large role in that. A financial plan allowed me to take this step in creating my own business and I feel that with a plan, anyone can be a step closer to their life's dreams.... See More