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Financial Professionals in Melville, New York By using this search function you are agreeing to be
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Donald Conrad Photo
Donald Conrad
CSA, RIA
Melville, NY
(631) 439-7878
Client Minimums
  • Planning Services
    		•
      • None
  • Investment Services
    		•
       • None
    Client Services
  • Tax Advice & Services
  • Planning Advice & Services
  • Financial Advice & Services
  • Insurance Advice & Products
    		•
    Types of Clients:
  • Individuals and Families
  • Businesses
  • Businesses/Pension
  • Nonprofits
    		•
     
      View Profile  
      Visit My Website  
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    My Business Philosophy
    Conrad Capital Management,...
    		 
         
         
     
    Paul Pitsironis Photo
    Paul Pitsironis
    CMT
    1 Jericho Plaza, Suite 202
    Jericho, NY
    (516) 733-2008
    Client Minimums
  • Planning Services
    		•
      • $500,000
  • Investment Services
    		•
       • $500,000
    Client Services
  • Planning Advice & Services
  • Investment Products
  • Financial Advice & Services
  • Insurance Advice & Products
  • Money Management Services
  • Tax Advice & Services
    		•
    Types of Clients:
  • Individuals and Families
  • Businesses
  • Businesses/Pension
    		•
     
      View Profile  
      Visit My Website  
      Send Email  
    My Business Philosophy
    My mission is to provide financial...
    		 
         
         
     
    Robert Kowaleski Photo
    Robert Kowaleski
    LUTCF
    Hauppauge, NY
    (631) 325-2943
    Client Minimums
  • Planning Services
    		•
      • None
  • Investment Services
    		•
       • None
    Client Services
  • Planning Advice & Services
  • Financial Advice & Services
  • Insurance Advice & Products
    		•
    Types of Clients:
  • Individuals and Families
  • Businesses
    		•
     
      View Profile  
      Visit My Website  
      Disclosure  
      Send Email  
    My Business Philosophy
    People choose to work with...
    		 
         
         
     
    The Michael Cooper Group Photo
    The Michael Cooper Group
    Michael Cooper
    CPA, CFP®, ChFC®, 
    590 Madison Ave. 11th Floor
    New York, NY
    (212) 315-6331
    Client Minimums
  • Planning Services
    		•
      • $500,000
  • Investment Services
    		•
       • $500,000
    Client Services
  • Tax Advice & Services
  • Planning Advice & Services
  • Financial Advice & Services
  • Insurance Advice & Products
    		•
    Types of Clients:
  • Individuals and Families
  • Businesses
  • Businesses/Pension
    		•
     
      View Profile  
      Visit My Website  
      Send Email  
    Our Business Philosophy
    We are a fee based father...
    		 
         
      Let us do the work for you

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    Tony Taddeo Photo
    Tony Taddeo
    CFP®
    Tarrytown, NY
    (914) 347-8800
    Client Minimums
  • Planning Services
    		•
      • None
  • Investment Services
    		•
       • None
    Client Services
  • Tax Advice & Services
  • Planning Advice & Services
  • Financial Advice & Services
  • Insurance Advice & Products
    		•
    Types of Clients:
  • Individuals and Families
  • Businesses
    		•
     
      View Profile  
      Send Email  
    My Business Philosophy
    Our philosophy is to take...
    		 
         
         
     
    Edward Bayarski Photo
    Edward Bayarski
    CFP®, ChFC™, CLU™
    Woodcliff Lake, NJ
    (201) 664-5200
    Client Minimums
  • Planning Services
    		•
      • None
  • Investment Services
    		•
       • None
    Client Services
  • Planning Advice & Services
  • Financial Advice & Services
  • Insurance Advice & Products
    		•
    Types of Clients:
  • Individuals and Families
  • Businesses
    		•
     
      View Profile  
      Visit My Website  
      Disclosure  
      Send Email  
    My Business Philosophy
    The purpose of my financial...
    		 
         
         
     
    Mark Meyerowitz Photo
    Mark Meyerowitz
    19 Howell Drive
    West Orange, NJ
    (973) 669-8393
    Client Minimums
  • Planning Services
    		•
      • None
  • Investment Services
    		•
       • $50,000
    Client Services
  • Financial Advice & Services
  • Money Management Services
  • Investment Products
    		•
    Types of Clients:
  • Individuals and Families
  • Businesses
  • Businesses/Pension
    		•
     
      View Profile  
      Visit My Website  
      Disclosure  
      Send Email  
    My Business Philosophy
    Not available.
    		 
         
         
     
    Paul Schatz Photo
    Paul Schatz
    Woodbridge, CT
    (203) 389-3553
    Client Minimums
  • Planning Services
    		•
      • None
  • Investment Services
    		•
       • None
    Client Services
  • Planning Advice & Services
  • Financial Advice & Services
    		•
    Types of Clients:
  • Individuals and Families
  • Businesses
    		•
     
      View Profile  
      Visit My Website  
      Send Email  
    My Business Philosophy
    Heritage Capital, LLC is an...
    		 
         
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    FindFinancialAdvisors.com is a companion service of PaladinRegistry.com. Like Paladin Registry, FindFinancialAdvisors connects investors to financial advisors, financial planners, Stock Brokers, and Insurance Agents.

    Financial professionals in our directory provide the following types of services: financial planning, retirement planning, college planning, investment advice, financial services, mutual funds and securities. They also provide life insurance, annuities, tax planning, and tax preparation.