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Map of Copiague, NY

Financial Planners in Copiague, NY

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31. Planning Financial Futures Inc

Planning Financial Futures Inc

1895 Walt Whitman Rd Ste 6, Melville, NY 11747

OPEN NOW:8:30 am - 5:00 pm

From Business: Planning Financial Futures, Inc and it's founder/president Jeffrey C. Lewis (CFP, ChFC, LUTCF, RHU, CLU) have 25 years of experience in financial services industry. The company…

32. Joseph Marinaccio - Financial Advisor, Ameriprise Financial Services

Joseph Marinaccio - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY 11747

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

33. John Creeron - Financial Advisor, Ameriprise Financial Services

John Creeron - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

34. Wendy Gorman - Financial Advisor, Ameriprise Financial Services

Wendy Gorman - Financial Advisor, Ameriprise Financial Services

145 Pinelawn Rd Ste 340N, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

35. Beacon Wealth Management, Inc.

Beacon Wealth Management, Inc.

105 Maxess Rd Ste S124, Melville, NY 11747

From Business: Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in…

36. John Bellontine Financial Advisor - Montauk Wealth Management

John Bellontine Financial Advisor - Montauk Wealth Management

105 Maxess Rd Ste 314, Melville, NY 11747

From Business: Selected by Dave Ramsey, John Bellontine is the SmartVestor Pro in your area. I am proud to be a vetted SmartVestor Pro for the Long Island region. I offer complementary…

37. Alex Metzler - Associate Financial Advisor, Ameriprise Financial Services

Alex Metzler - Associate Financial Advisor, Ameriprise Financial Services

1 Huntington Quad Ste 3N15, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

38. Andrew Drost - Private Wealth Advisor, Ameriprise Financial Services

Andrew Drost - Private Wealth Advisor, Ameriprise Financial Services

1 Huntington Quad Ste 3N15, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

39. Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services

Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services

445 Broadhollow Rd Ste 317, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

40. Eric Abney - Private Wealth Advisor, Ameriprise Financial Services

Eric Abney - Private Wealth Advisor, Ameriprise Financial Services

445 Broadhollow Rd Ste 317, Melville, NY 11747

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

41. Maria G DeGennaro - Financial Advisor, Ameriprise Financial Services

Maria G DeGennaro - Financial Advisor, Ameriprise Financial Services

445 Broadhollow Rd Ste 317, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

42. Ted Boutis - Financial Advisor, Ameriprise Financial Services

Ted Boutis - Financial Advisor, Ameriprise Financial Services

445 Broadhollow Rd Ste 317, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

43. Edward Reilly - Private Wealth Advisor, Ameriprise Financial Services

Edward Reilly - Private Wealth Advisor, Ameriprise Financial Services

445 Broadhollow Rd Ste 317, Melville, NY 11747

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

44. Arete Wealth Management

Arete Wealth Management

425 Broadhollow Rd, Melville, NY 11747

OPEN NOW:9:00 am - 4:00 pm

From Business: We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and…

45. Prudential - Matt Donnino

Prudential - Matt Donnino

324 S Service Rd Ste 10A, Melville, NY 11747

OPEN NOW:9:00 am - 7:00 pm

From Business: PRUDENTIAL - MATT DONNINO Provides Financial Services, Investments and Insurance to the Melville, NY Area.

46. Cody Tarver - TD Wealth Financial Advisor

Cody Tarver - TD Wealth Financial Advisor

324 S Service Rd 3rd Fl, Melville, NY 11747

OPEN NOW:9:00 am - 5:00 pm

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

47. Joseph Ossandon - TD Wealth Financial Advisor

Joseph Ossandon - TD Wealth Financial Advisor

324 S Service Rd 3rd Fl, Melville, NY 11747

OPEN NOW:9:00 am - 5:00 pm

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

48. William McConville - TD Wealth Financial Advisor

William McConville - TD Wealth Financial Advisor

324 S Service Rd, Melville, NY 11747

OPEN NOW:9:00 am - 5:00 pm

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

49. Alain Martin - TD Wealth Financial Advisor

Alain Martin - TD Wealth Financial Advisor

324 S Service Rd 3rd Fl, Melville, NY 11747

OPEN NOW:9:00 am - 5:00 pm

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

50. Bayview Economic Solutions Team

Bayview Economic Solutions Team

130 Orinoco Dr, Brightwaters, NY 11718

OPEN NOW:9:00 am - 5:00 pm

From Business: We offer families HealthCare Coordination services, helping families navigate the healthcare industry and the coordination of finances and healthcare.

YP
52 Years
in Business

51. TIAA Financial Services

TIAA Financial Services

58 S Service Rd Ste 305, Melville, NY 11747

From Business: Our wealth management advisors in TIAA’s Melville, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement,…

52. Gregory Aloisio - Financial Advisor, Ameriprise Financial Services

Gregory Aloisio - Financial Advisor, Ameriprise Financial Services

200 Broadhollow Rd Ste 302, Melville, NY 11747

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

53. Forest Hills Financial Group

Forest Hills Financial Group

200 Broadhollow Rd Ste 405, Melville, NY 11747

OPEN NOW:8:30 am - 5:00 pm

From Business: Forrest Hills Financial Group, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the…

54. Michael J Ciccarelli - Financial Advisor, Ameriprise Financial Services

Michael J Ciccarelli - Financial Advisor, Ameriprise Financial Services

200 Broadhollow Rd Ste 302, Melville, NY 11747

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

55. Bryant Weintraub - Branch Manager, Ameriprise Financial Services

Bryant Weintraub - Branch Manager, Ameriprise Financial Services

200 Broadhollow Rd Ste 302, Melville, NY 11747

OPEN NOW:8:00 am - 6:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

56. Michael Uvenio - Financial Advisor, Ameriprise Financial Services

Michael Uvenio - Financial Advisor, Ameriprise Financial Services

200 Broadhollow Rd Ste 302, Melville, NY 11747

OPEN NOW:8:30 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

57. Matthew Mandell - Private Wealth Advisor, Ameriprise Financial Services

Matthew Mandell - Private Wealth Advisor, Ameriprise Financial Services

200 Broadhollow Rd Ste 302, Melville, NY 11747

OPEN NOW:8:30 am - 4:30 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

58. Anthony P Palumbo - Financial Advisor, Ameriprise Financial Services

Anthony P Palumbo - Financial Advisor, Ameriprise Financial Services

200 Broadhollow Rd Ste 302, Melville, NY 11747

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

59. Todd Geller - Financial Advisor, Ameriprise Financial Services

Todd Geller - Financial Advisor, Ameriprise Financial Services

200 Broadhollow Rd Ste 302, Melville, NY 11747

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

60. Lev Brickman - Financial Advisor, Ameriprise Financial Services

Lev Brickman - Financial Advisor, Ameriprise Financial Services

200 Broadhollow Rd Ste 302, Melville, NY 11747

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…