Financial Advisors in Melville, New York (Suffolk County)

The Stanich Group, LLC is a fee-only Registered Investment Adviser in New York City. We provide financial planning advice and wealth management services.

Kimerly Polak Guerrero, CFP, MBA, RICP
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Anja Luesink, CFP, MBA
Luesink Stenstrom Financial puts the person first, where as conventional financial advice puts money first. Our success is not measured by performance statistics, but by your success in achieving your goals.
Fee-only firm offering ongoing investment management as well as hourly financial planning services. We don't sell and receive no commisions to give you unbiased customized financial advice. We want to be accessible and do not have minimum fees.
Financial Planning - We provide financial expertise guiding you to achieve your goals successfully. We follow a holistic approach and take a look at your whole financial situation, including cash flow management, risk management, retirement planning , estate planning, your investments and your taxes. However, if you have a specific question, we can also advise you on an hourly-fee basis.
Investment Management - Having your portfolio professionally managed will allow you to concentrate on your other priorities. We identify and implement low-cost long-term strategies to create a well diversified portfolio according to your risk profile that will help you achieve your personal objectives. Even with market fluctuations it will give you peace of mind knowing that your financial affairs are being managed with your goals and best interest in mind. We have no investment minimum and have access to DFA funds.... See More

Dorie Fain, CFP
Among the many established firms in the marketplace, &Wealth was expressly created to be the premiere financial advisory firm for a select group, many of whom are women, who are managing major life events, and their own, new-found finances, for the very first time.... See More

Frederick Deyeso, CFA, CFP, MSFP
The Art and Science of Financial Success financial filosophy is a fee only financial planning firm based in New York City, that serves clients nationwide. The firm's philosophy is represented by how the firm's principal lives his life, splitting time between New York, California, and his home state of Texas. financial filosophy is able to provide face-to-face service to clients in these areas, and we are happy to service clients across the nation on a remote basis. Whether through remote or face-to-face contact, financial filosophy is committed to the art and science of our clients' success. At financial filosophy, there is a clear commitment to both the art and the science of financial planning. The science of financial planning is the most familiar and commonly known aspect. It’s the dollars and cents, the actuarial tables and historical data, the stock quotes and trend lines that, in the mind of an expert, consolidate into the elements of a financial plan. The art of financial planning is a more subtle thing – a way of looking at the data that includes a subjective, creative, value-infused vision of reaching goals. If the science is the brains, then the art is the soul. You are at the center of the process as a clear pathway is seen through the existing environment that leads you to your goal.... See More

The Rockledge Group is an investment management firm specializing in alternative and sector investing using “Sector Scoring and Allocation Methodology”. SectorSAM is a robust proprietary quantitative sector selection and rotation quantitative analysis. We have a demonstrated ability to obtain superior risk-adjusted returns by successfully forecasting the relative strength of sectors within the S&P 500 index.... See More

Robert Ince, CFA, CFP
Tribeca Financial Planning LLC operates under the guiding principles of integrity, diligence and accountability. The firm works strictly for its clients and does not receive payments of any sort from third parties. All recommendations begin with the question: "What is right for the client?" and end with a course of action that has only the client's best interests in mind.... See More

Sparrow Wealth Management, a Registered Investment Advisor with the Securities and Exchange Commission, provides asset management and financial planning services for a select clientele nationwide. Our mission is to help you find freedom and peace in your financial life.... See More

Secure capital growth , private placement.
Venture capital placement.

Gary Schatsky, BA, JD
IFC is one of the nations leaders in providing independent, comprehensive unbiased financial advice to individuals, families and small businesses. "Advice from Experts who only sell Advice"
Founded by Gary Schatsky, an attorney, fee only financial advisor and multiyear chairman of NAPFA, IFC has offices in New York City with a nationwide clientele.
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As a financial life planner, I provide holistic financial planning and investment services to create harmony out of financial discord for individuals, couples and families. I help people use their resources in a way that supports their well being.

Kobie Thakar, CFP, MS
Sound financial planning begins with an understanding of your goals, dreams, and challenges. ADV Investment Management and Financial Planning was founded in 1985 by Anthony DeVito with the mission of addressing each client's unique situation. Drawing on past experience as an educator and researcher, Tony develops a broad investment strategy incorporating employer-sponsored retirement accounts to help his clients realize their life goals. Kobie Thakar has worked with Tony for nearly 10 years with a focus on creating financial plans, and then assisting with implementing and adjusting those plans as life brings new challenges. It is important to both Tony and Kobie that clients have a thorough understanding of how they can achieve their financial goals.
Tony and Kobie are fiduciaries, which means that at all times they put your interests ahead of their own. Strictly fee-only, there are no commissions, hidden fees, external incentives or bonuses for recommending specific products. Your situation and comfort level are the basis for any recommendation.
Tony is typically compensated for on-going investment management by a percentage of assets under management. If you prefer, Tony may also work on a project basis, in which case the hourly fee and total number of hours to be spent are agreed in advance. Kobie typically works to develop financial plans on a project basis, in which case the fee is agreed in advance.

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Joanne Marion, CFP, CPA, MBA
Marion Financial Advisors is an independent, fee-only financial and investment advisory firm. I work with clients who want to get better control of their finances and become more knowledgeable financial consumers. I first see my clients when they come to me with a problem . . .We are contributing to our 401k plans but we don't know if we are putting the money into the right investments. We also want to start saving for our kids' college education but are not sure how we should be doing it.We want to retire in ten years but don't know if we have saved enough to retire comfortably.I am retired and don't know how much I can spend without running out of money.My husband died last year and he handled all of our finances. I don't know anything about this stuff. I find that although many people have concerns like these, they often don't address them because they are too busy or just don't know where to start. I work with clients to deal with these pressing issues. We then work together to define what their values and goals are and then develop an integrated financial plan in line with these values to achieve these goals.... See More

J. Marc Vorchheimer, CFP
Integrated Financial Consulting sells no financial products avoiding any potential conflict of interest. We are client focused and concentrate on what is important to you. Years of experience has proven the first step to a successful financial solution begins with actively listening to a client's concerns. We help you develop concrete personal goals and design a customized plan of action to achieve them. Our integrated approach empowers you to make intelligent financial decisions that are consistent with your personal goals and values. Clients benefit from our expertise in retirement and estate planning, tax planning, investment advice and management, insurance counseling, college planning and career transition coaching. We design wealth building and tax reduction techniques to accelerate your path to financial independence. Our risk management and asset protection strategies help preserve your assets throughout your lifetime and beyond. ... See More

Scott Weiss, CFP, CMFC, RICP
HOW WE HELP YOU Fee-Only Financial Planning firm serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT). Weiss Financial Group specializes in providing objective financial planning and retirement planning to help clients build, manage and protect their assets through life's transitions.
PRE-RETIREMENT THROUGH RETIREMENT Company employees, IT professionals, and healthcare professionals with pensions, 401(k) plans and/or stock options. Public service employees such as teachers, police officers, and other government workers with pensions and/or 403(b)'s, 457's, etc.
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