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FINANCIAL SERVICES (For individuals and families) IN MELVILLE, NY

(62 listings) File Created: 02-Jul-08

See also: EMPLOYEE BENEFITS IN MELVILLE, NY, INSURANCE IN MELVILLE, NY
Contains:

FINANCIAL MARKET INFORMATION SOURCES (1 listings)
FINANCIAL PLANNING (C.F.P, ETC.) (6 listings)
MAJOR RETAIL BROKERS & FINANCIAL FIRMS (5 listings)
MUTUAL FUNDS (FUND MANAGEMENT FIRMS) (3 listings)
FINANCIAL PLANNING SERVICES (Personal)) (14 listings), contains:
- COLLEGE PLANNING SERVICES (1 listings)
- RETIREMENT PLANNING (2 listings)
- ESTATE AND TRUST PLANNING (2 listings)
PRIVATE INVESTMENT ADVISORS (9 listings)
FINANCE, PERSONAL BUDGETING AND CREDIT MANAGEMENT (1 listings)
OTHER LOCAL PROVIDERS OF FINANCIAL SERVICES (2 listings)

FINANCIAL SERVICES (For individuals and families) IN MELVILLE, NY

FINANCIAL MARKET INFORMATION SOURCES


	Interbiz Business Systems Personal franchises on the net. Bethpage (OysBy) (3923 Berger Ave.).........................................................................Tel: 516-731-2785 Fax:.................................................516-731-2785; Email:....................j.rutigliano@interbizusa.com Internet:......................................................................................................................www.interbizusa.com

FINANCIAL PLANNING (C.F.P, ETC.)


	Bethpage Federal Credit Union Bethpage Federal Credit Union is a full-service financial institution offering checking accounts, savings accounts, loans & credit cards, investments & insurance, services, and membership. Locations on Long Island: Bay Shore, Bethpage, Commack, Farmingdale, Glen Cove, Hempstead, Huntington, Levittown, Lynbrook, Melville, Mineola, North Babylon, Port Jefferson, Riverhead, Smithtown; branches in Freeport and Massapequa are underconstruction. Toll-Free:....................................1-800-628-7070; Internet:...........................www.bethbagefcu.com
	Bethpage Federal Credit Union - Farmingdale Coin Machine Available 1033 Route 109, Farmingdale (OysBy).............................................................................................Map Mo-Th 9am-4pm; Fr 9am-7pm; Sa 9am-2pm
	Mark L. Vaimberg, CFP 519 Deer Park Ave., Dix Hills (Hunt).........................................................................Tel: 631-549-4644 Fax:..........................................................................................................................................631-549-4654 Huntington RR; Map	Top
	Progressive Financial Planning Services, Inc. Financial Advisors, Investment Services, Insurance. Melville (Hunt) (6 Cabriolet Lane)...............................................................................Tel: 1800-895-6076
	UBS Wealth Management Financial services for individuals, small businesses and large corporations 225 Broadhollow Rd., Melville (Hunt).......................................................................Tel: 631-420-0300 Internet:.............................................................................................wwww.ubs.com/branch/melvillemq Map
	Waddell & Reed Financial Services Financial Services/Life Insurance/Property & Casualty Insurance. 532 Broadhollow Rd., Melville (Hunt).......................................................................Tel: 631-777-2184 Fax:.................................................631-777-2178; Internet:....................................www.waddell.com Mo-Sa 10-9:30, Su 11-9:30; Map

MAJOR RETAIL BROKERS & FINANCIAL FIRMS


	Charles Schwab & Co. 200 Broadhollow Rd., Suite302, Melville (Hunt).....................................................Tel: 631-385-4390 Fax:.................................................631-385-4899; Email:.......................brian.cohen@schwab.com Internet:............................................................................................................................www.schwab.com Map
	Edward Jones Investments - Farmingdale 322 Main St., Farmingdale (OysBy)..........................................................................Tel: 516-454-0590 Fax:.......................................................................................................................................1-877-249-8656 Map	Top
	Smith Barney's Regional Office 58 South Service Rd., Suite400, Melville (Hunt)....................................................Tel: 631-755-8999 Tel: .............................................1-800-477-7522; Fax:..................................................631-755-8860 Email:......................kirk.c.mackey@rssmb.com; Internet:.......................www.ssbfcs.com/mackey Map
	Smith Barney 401 Broadhollow Rd., Melville (Hunt).......................................................................Tel: 631-694-9600 Fax:.................................................631-531-5695; Internet:...........www.salomonsmithbarney.com Map
	UBS Financial Services Internet:..............................................................................................................................www.ubspw.com 225 Broadhollow Rd., Melville (Hunt).......................................................................Tel: 631-420-0300 Fax:.................................................631-694-6947; Internet:...........................................www.ubs.com Map

MUTUAL FUNDS (FUND MANAGEMENT FIRMS)


	Bi-County Postal FCU Local credit union, financial services and consulting 521 Conklin St., Farmingdale (OysBy).....................................................................Tel: 516-752-0464 Internet:................................................................................http://creditunionaccess.com/cu02679.htm Map
	Vanderbilt Securities 604 Broadhollow Rd., Melville (Hunt)..........................................................Direct Line:631-845-5100 Fax:.................................................631-845-4531; Email:................................sdistante@pftgic.com Internet:......................................................................................................www.vanderbiltsecurities.com Mo-Fr 9-5; Farmingdale RR, LIE Exit 49; Map	Top
	Waddell & Reed Financial Services Financial Services/Life Insurance/Property & Casualty Insurance. 532 Broadhollow Rd., Melville (Hunt).......................................................................Tel: 631-777-2184 Fax:.................................................631-777-2178; Internet:....................................www.waddell.com Mo-Sa 10-9:30, Su 11-9:30; Map

FINANCIAL PLANNING SERVICES (Personal))

A-Z Index
Listings starting with A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

COLLEGE PLANNING SERVICES


	North Ridge Securities Corp. Long Island's leading financial planning firm. 1895 Route 110, Melville (Hunt).................................................................................Tel: 631-420-4242 Fax:.................................................631-420-4243; Email:...........................................DRL7@aol.com LIE Exit 49, Farmingdale RR; Map

RETIREMENT PLANNING


	North Ridge Securities Corp. Long Island's leading financial planning firm. 1895 Route 110, Melville (Hunt).................................................................................Tel: 631-420-4242 Fax:.................................................631-420-4243; Email:...........................................DRL7@aol.com LIE Exit 49, Farmingdale RR; Map
	Northwestern Mutual Financial Network - Chris Shouler Employee benefits, insurance & retirement planning; 25 Melville Park Rd., Suite201, Melville (Hunt).......................................................Tel: 631-249-4077 Fax:.................................................631-249-4086; Internet:.................www.nmfn.com/chrisshouler Map

ESTATE AND TRUST PLANNING


	North Ridge Securities Corp. Long Island's leading financial planning firm. 1895 Route 110, Melville (Hunt).................................................................................Tel: 631-420-4242 Fax:.................................................631-420-4243; Email:...........................................DRL7@aol.com LIE Exit 49, Farmingdale RR; Map
	Prudential Insurance 445 Broadhollow Rd., Suite405, Melville (Hunt).....................................................Tel: 631-753-8800 Internet:....................................................................................................www.prudential.com/insurance Map	Top

PRIVATE INVESTMENT ADVISORS


	Aventine Investment Management, Inc. 29 West Hills Rd., Huntington Station (Hunt)..........................................................Tel: 631-673-6738 Fax:.................................................631-673-6706; Email:...........invest@aventineinvestments.com Internet:....................................................................................................www.aventineinvestments.com Map
	Diversified Financial Solutions, Inc. 125 Baylis Rd., Suite190, Melville (Hunt).................................................................Tel: 631-420-4123 Fax:.................................................631-420-4129; Email:..................bruce@brucehutchinson.com Internet:...........................................................................................................www.brucehutchinson.com Map
	E. Frank and Associates Financial advice, Insurance. 1895 Walt Whitman Mall Rt 110, Melville (Hunt)...................................................Tel: 631-420-4242 Fax:.................................................631-420-4243; Email:....................................efrankfa@msn.com Map
	Fahnestock & Co., Inc. Financial consultants. 115 Broadhollow Rd., Suite150, Melville (Hunt).....................................................Tel: 631-424-0700 Fax:.................................................631-424-0942; Email:..........................miskric@fahnestock.com Internet:......................................................................................................................www.fahnestock.com Map
	Fedelity Investments 37 Jericho Tpk., Huntington Station (Hunt)............................................................Tel: 631-526-7252 Map	Top
	H & R Block Investments, banking and mortgage consulting; income tax services Internet:.............................................................................................................................www.hrblock.com 1797 New York Ave. (110 so./25A), Huntington Station (Hunt)..........................Tel: 631-549-3313 Huntington RR; Map
	hgTurner Associates LLC An SEC registered investment advisor. 425 Wolf Hill Rd., Dix Hills (Hunt)...............................................................................Tel: 631-673-3055 Fax:.................................................631-673-3058; Email:.....................................info@hgturner.com Internet:...........................................................................................................................www.hgturner.com Map
	Progressive Financial Planning Services, Inc. Financial Advisors, Investment Services, Insurance. Melville (Hunt) (6 Cabriolet Lane)...............................................................................Tel: 1800-895-6076
	Wealth Design Management Co., Inc. 675 Walt Whitman Rd. Rt. 110 so of Rt 25, Melville (Hunt).................................Tel: 631-427-5344 Fax:..........................................................................................................................................631-271-7036 Map

FINANCE, PERSONAL BUDGETING AND CREDIT MANAGEMENT


	Atlantic Credit Foundation, Inc. Debt Reduction/Credit Repair/Debt Management. Dix Hills (Hunt) (3 Glen Hill Court)................................................................................Tel: 631-499-2444 Fax:.................................................631-499-2784; Email:...............................info@atlanticcredit.org Internet:.....................................................................................................................www.atlanticcredit.org Huntington RR	Top

OTHER LOCAL PROVIDERS OF FINANCIAL SERVICES


	Archer Capital - Licensed Mortgage Banker Registered mortgage broker. Purchases, refinances, equity loans, with or without credit challenges. Ira Mandelberg. 303 Sunnyside Blvd., Suite25, Plainview (OysBy).................................................Tel: 631-294-1105 Fax:.................................................631-924-2476; Email:..............................iram@archercap1.com Internet:.......................................................................................www.empiremortgageassociates.com Map
	Bison Commercial Leasing Corp. 560 Broadhollow Rd., Melville (Hunt).......................................................................Tel: 631-845-7700 Fax:.................................................631-845-8559; Email:...............................tcb2194@hotmail.com Internet:..................................................................................................................www.bisonleasing.com Map

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