Explore Financial Advisors Serving Melville, NY

JJ Burns & Company is a boutique financial advisory firm specializing in collaborative wealth management, comprehensive financial planning, and investment strategies tailored to individuals, families, and businesses. Founded in 1994, we help clients achieve long-term financial goals through personalized roadmaps that integrate retirement planning, estate management, tax optimization, and legacy building. Our fiduciary approach emphasizes transparency, cost efficiency, and coordination with clients' existing professional networks.

Summit Financial Service offers integrated investment advisory, estate planning, and tax services tailored to individual client needs. We empower clients through education and personalized strategies, helping them navigate financial complexities with confidence. Our approach combines flexibility, expertise, and a commitment to long-term client success.

Frisch Financial Group is a fee-only fiduciary wealth management firm specializing in investment management, financial planning, and end-of-life medical diagnosis planning. We help clients achieve financial peace of mind through personalized strategies that align with their unique goals and values. Our team of credentialed advisors combines technical expertise with compassionate service to address complex financial challenges.