Which Financial Advisor Should You Choose in Melville, NY?

JJ Burns provides personalized wealth management services including financial planning, investment management, and life transition strategies. Our collaborative approach integrates clients' personal and professional goals with comprehensive financial solutions. We specialize in navigating complex life events while ensuring long-term financial security and peace of mind.

Summit Financial Service provides integrated investment advisory, estate planning, and tax services to help clients achieve financial goals. Our client-centric approach combines personalized strategies with comprehensive financial education. We empower individuals to make informed decisions about retirement planning, education funding, and wealth preservation through tailored investment solutions.

Frisch Financial Group is a fiduciary wealth management firm offering investment management and financial planning services. Established in 1999, we help clients protect, preserve, and enhance their wealth through personalized strategies. Our team of certified advisors provides unbiased advice focused on long-term financial wellness.

Heller Wealth Management specializes in personalized financial planning and investment management designed to build lifelong financial resilience. Our services focus on creating tailored strategies that align with individual goals, whether preparing for retirement, managing life transitions, or optimizing wealth through tax-efficient, diversified investments. We serve higher-net-worth individuals, emphasizing fiduciary responsibility and long-term client relationships.

Excomp Asset Management is an independent financial advisory firm specializing in retirement planning, investment management, and asset management. With over three decades of experience, we provide personalized strategies for individuals, trusts, and corporate retirement plans. Our client-centric approach focuses on achieving financial goals through diversified portfolios and transparent, commission-free advisory services.