We provide the comprehensive advice and services our clients need to pursue financial stability during their working and retirement years.
Custom Planning Solutions
Investment and Wealth Management
Income Strategies + Risk Management + Tax & Legal
Serving Long Island Families Since 1990
Do I have enough money to retire?
How long will my money last?
Should I be invested in the market?
What kind of insurance do I need?
Should I keep the house?
Am I getting a good settlement?
What do I do next?
How does Social Security work after a divorce?
Choosing the right Long Island Financial Advisor for guidance on crucial financial matters is a very important decision.
At Planning Financial Futures, our Certified Financial Planners™ provide comprehensive advice and services to our clients looking to pursue financial stability during their working and retirement years.
For nearly 30 years, our Melville Financial Advisors have been providing Long Island, NY residents customized financial planning, investment strategies, wealth management, personal insurance solutions and tax and legal services.*
*Through affiliated professionals
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.