Meridian Merchant MNG

Coordinated Plan in Melville offers a comprehensive range of financial services, including business planning, estate planning, retirement planning, and group benefits. With expertise in areas such as pensions, taxes, and medical insurance, their team provides tailored solutions to meet individual and corporate needs. Partnering with reputable institutions like MetLife, Principal Financial Group, and Lincoln Life, Coordinated Plan ensures clients receive top-notch financial consulting and guidance. Whether it's navigating Social Security benefits or setting up a 401K plan, they are dedicated to helping clients achieve their financial goals. Generated from their website's infomation

All Access Financial in Melville is a trusted wealth management financial advisor serving executives, business owners, and families in Long Island. With 20 years of experience, they offer expert advisory services tailored to meet the unique financial needs of their clients. Specializing in providing comprehensive financial guidance, All Access Financial is dedicated to helping individuals and businesses achieve their financial goals. Their team of professionals is committed to delivering top-notch service and support to ensure their clients' financial success. Generated from their website's infomation

HistoryWith over 25 years of combined experience, the professionals at Legacy Wealth Management use their experience to help achieve their clients' goals. Starting his career in 1991, Todd J. Geller has strived to create a business model with the client at the center. Todd works hard to stay abreast of changes in the financial industry and dedicates himself to pursuing new educational opportunities to continue being a valuable resource for the clients of Legacy Wealth Management. Todd currently holds his Series 7, 63, and Insurance Licenses and also is an Accredited Wealth Management Advisor (A.W.M.A.) Richard Rubin joined Todd's Legacy Wealth Management practice in 2004 to help maintain the commitment to outstanding customer service. Richard currently holds his Series 7 and 63 licenses. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.SpecialtiesAt Legacy Wealth Management of Janney Montgomery Scott LLC we are committed to providing a high-level of service to our clients. Legacy Wealth Management offers full-service financial planning. We are often able to help our clients increase income, lower risk, increase diversification, lower taxes on investments, and much more. We focus on providing our clients with the resources and advice to make strong financial decisions, develop disciplined strategies, and build well-diversified portfolios.