Prospect Financial Services LLC

Holistic financial strategies tailored to your goals.

Financial planner in Melville, NY (show on map)

Client-centered financial services firm offering personalized financial planning, investment, insurance, and retirement solutions.

Call (631) 424-5218

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About

Prospect Financial Services, LLC is a client-centered comprehensive financial services firm committed to helping clients improve their long-term financial independence. Our customized programs pursue financial goals using advanced products and deliver unparalleled personalized service, prioritizing client needs.

The financial planning services are ongoing, involving various steps, and are tailored to changing life circumstances. We encourage exploration of our site to learn more about our services and welcome inquiries via email or phone.

Client-centered approach

Ongoing, collaborative financial planning

Diverse team with varied expertise

Focus on education and understanding of financial situations

Services

Investments

Offers a wide range of investment products including bonds, common stock, debit card, educational IRA, traditional IRA, Roth IRA, SEP IRA, simple IRA, brokerage accounts, treasury bills, government securities, treasury notes, and variable annuities.

Bonds Common Stock Debit Card Educational IRA Traditional IRA Roth IRA SEP IRA Simple IRA Brokerage Accounts Treasury Bills Government Securities Treasury Notes Variable Annuity

Financial Planning Services

Provides comprehensive financial planning including retirement plans, tax plans, 401(k) planning, 403(b) planning, college plans, estate planning strategies, money management, and money purchasing plans.

Retirement Plans Tax Plans 401(k) Planning 403(b) Planning College Plans Estate Planning Strategies Money Management Money Purchasing Plans Profit Sharing Plans

Insurance

Offers disability income insurance, life insurance, long-term-care insurance, individual health insurance, and group health insurance.

Disability Income Insurance Life Insurance Long-Term-Care Insurance Individual Health Insurance Group Health Insurance

Credentials & Certifications

Managing Partner

Since 2019

CPA, MBA

Frequently Asked Questions

What is the primary purpose of Prospect Financial Services, LLC? +

To assist clients in every aspect of their financial lives, providing personal service to create financial stability and confidence for financial independence.

How does Prospect Financial Services, LLC approach financial planning? +

Through a team approach, offering diverse backgrounds, education, and experience to provide opinions from multiple sources, ensuring a collaborative and ongoing process tailored to evolving client goals.

What services does Prospect Financial Services, LLC offer? +

Investments, financial planning services, and insurance, including retirement planning, tax planning, estate planning, and various insurance products.