Financial Planners in Melville

“Tony Gomez is a kind, personable, professional, and extremely knowledgeable CFP. I have recently onboarded with AMG Wealth Management and have had an excellent experience so far! Everyone I have worked with or spoken to at the firm is kind, helpful, and help to turn around questions quickly. Tony is also very accessible he is quick to turn around questions and it is easy to schedule meetings with him to discuss open items and questions. Tony makes financial planning interesting and accessible and the results speak for themselves!“

“Justin is very thorough and clearly an expert in his field. He took time for walk my husband and I through the process of obtaining life insurance. He talked through all options and provided exceptional guidance. I would highly recommend his services.“

“My experience with Heller Wealth Management has been nothing short of golden. For over two decades my parents have been a client, and continually praised the high-level expertise, and the professional wisdom of Larry Heller. Perpetual prosperous gains have been the constant, and well-proven norm time after time with this firm.

Now here years later in 2026 my father has since passed, and as my mom’s POA and assistant with her life affairs, I’ve had the privilege to become more involved in directly communicating with, and on occasion meet in-person with the exceptionally gracious, welcoming, and educational financial advisor Belinda Tsui, who currently handles the day-in-day-out particulars of my mom’s investment accounts.

I can also express how remarkable client services associate Warda Ahmed has been. When a client telephone calls the Heller Wealth Management firm, Warda is likely the person to receive your call. Once you hear her friendly voice, you’ll know you’re guaranteed to have a question answered, a critical document signing procedure expedited, or anything else in-between accomplished gracefully, speedily, and accurately. She will never leave you waiting, or in the dark.

Financial advisor Belinda Tsui really put me at ease knowing there’s a currently chaotic investment market and relying on her guidance with things beyond my own understanding. With her logical outlook and methodical approach, she’s truly on the pulse, and cutting-edge of the 2026 financial investments industry.

Heller Wealth Management has a system called “the Reservoir Investment Strategy”, and they pin-point personalize your portfolio percentages of equities/stocks-bonds/cash tailored to achieve best outcomes for their clients. Belinda Tsui has been masterful with balancing this for my mom, and patiently explains small details, the big picture, and objectives.

If you’re seeking financial growth through investment, this is the firm you trust. They’ll deliver beyond what you’ve imagined possible and successfully guide you through uncertainty and market turbulence. You’ll always land on top through good times or bad. On a scale of one to five stars, I rate them at ten!

Jeff Fried“

“Great experience working with Kris and Kiran. Kris did a great job at explaining everything clearly and really listened to our needs/ what we were looking for when it came to the policies/plans North Western offers. Kris goes above and beyond to make sure you understand exactly what your family needs and if it can’t be done now, he helps you set up a plan that’ll allow you to do so in the future. Kris and Kiran are both very caring hard working individuals, and I would recommend anyone looking to work with a financial planner to definitely reach out to them.“

“After decades of procrastinating we finally made the move to find and meet with a financial planner. We were clearly meant to wait as finding Landmark has literally been the answer to our prayers. Their team approach is unique, their expertise and professionalism are unparalleled. So grateful to be working with Stuart and his colleagues who have already spent so much time with us. I cannot say enough to express and share our thanks !“

“JJ and his entire team are a class act. They are organized, thoughtful, and operate with a collaborative team approach. They are a pleasure to work with!“

“I never realized how much I needed a money manager until I went to a money manager.
I'm not exactly sure how to write a financial planner review, but I'll give it a shot.

The experience I had with Robert Kilroy and Cortney Fortunato was extremely professional, well prepared and very insightful. I believe it was the most comfortable conversations I've had about money in my entire life with anyone. With my information in their hands, they laid out a very comprehensive and focused direction of my financial future. Some things I have thought of on my own and wanted to hear and others were ideas I've never heard before but we're extremely appropriate for my situation and my life right now.

I would highly recommend anybody to contact Point Wealth Management and at least hear them out. There was absolutely no pressure to move forward as a consultation and there is no charge for a conversation with them. This group absolutely knows what they're talking about, so it's no surprise that I have taken their advice and decided to go with them.
Of course time will tell, but I feel extremely confident in their competence. My wife and I looking forward to seeing the plans come to fruition.“

“Working with the Financial Planner at Frisch was a wonderful way to navigate the often frightening process of getting your finances in place. We are not high-income investors, just some middle-class folk looking to have our money work for us. The level of professionalism, knowledge and patience shown to us was unparalleled and we are confident with our investments for the first time ever! I highly recommend Frisch Financial.“