Certified by Paxim Private Wealth - Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
At Paxim Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Melville, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Certified by Paxim Private Wealth - Ameriprise Financial Services, LLC • Aug 16, 2026
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
What services does Paxim Private Wealth - Ameriprise Financial Services provide?
Paxim Private Wealth offers retirement planning strategies, investment management, and cash flow management strategies to help you achieve your financial goals.
Where is Paxim Private Wealth - Ameriprise Financial Services located?
The office is located at 145 Pinelawn Rd, Ste 340N, Melville, NY 11747, USA.
Can I schedule an appointment online with Paxim Private Wealth?
Yes, online appointments are available and you can schedule them through their contact page.
Does Paxim Private Wealth offer onsite services?
Yes, onsite services are available at their Melville location.
How can I contact Paxim Private Wealth via email or phone?
You can email Wendy Gorman at wendy.x.gorman@ampf.com or call +1 631-683-5570 for inquiries.
Is Paxim Private Wealth affiliated with any larger financial company?
Yes, it is a private wealth advisory practice of Ameriprise Financial Services, LLC.
Where can I find more information about Paxim Private Wealth's regulatory status?
More information is available on FINRA’s BrokerCheck website linked from their profile.
Are there other financial advisory services near Paxim Private Wealth?
Yes, nearby financial services include Summit Financial Services and Michael Beall - Financial Advisor, Ameriprise Financial Services, LLC, which can provide additional support or options.
What nearby points of interest can I visit when I come to Paxim Private Wealth?
Nearby, you can visit Greenway Plaza Office Park for property or event needs, or enjoy family dental care at Dental Fill-Ins, Ltd., making it convenient for multiple errands in one area.
How can nearby transportation or amenities help me get to Paxim Private Wealth?
The area around 145 Pinelawn Rd in Melville includes commercial and financial services such as banks (Bank of America) and financial advisors, providing easy access and amenities while attending appointments.
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Certified August 16, 2026Yext Knowledge Graph
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