At Three Generations Financial, 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 Three Generations Financial - Ameriprise Financial Services, LLC • Aug 16, 2026
Three Generations Financial - Ameriprise Financial Services, LLC
Frequently Asked Questions About Three Generations Financial - Ameriprise Financial Services, LLC
What types of financial services does Three Generations Financial offer?
Three Generations Financial provides a wide range of financial services including investment management, retirement planning, wealth preservation, tax planning, small business services, estate planning, and more.
Where is Three Generations Financial located?
They are located at 150 Broadhollow Rd, Ste 205, Melville, NY 11747, United States.
How can I contact Three Generations Financial?
You can contact them by phone at +1 631-923-0885 or via email at threegenerationsfinancial@ampf.com.
Does Three Generations Financial offer online and onsite appointment options?
Yes, they offer both online appointments and onsite services.
What languages are spoken at Three Generations Financial?
They provide services in English.
Can I find legal services near Three Generations Financial?
Yes, nearby legal offices include Tayne Law Group, P.C., Meirowitz & Wasserberg, LLP, John Erhart Law Office, Law Offices of Charles R. Gueli, Yunus Law, Diamond Reporting, and Law Offices of David L. Singer, providing a variety of legal services.
Are there healthcare providers near Three Generations Financial?
Yes, nearby healthcare providers include Northeast Primary Care, Mosaic Wellness, Michele Morganstern (psychologist), NY Ketamine Infusions, Dr. Darren M. Schnapp (dentist), Digestive Disease Care, and ProHEALTH Pediatrics - Melville.
What financial-related services are available near Three Generations Financial?
Nearby financial-related services include Richard Mazur - Ameriprise Financial Services, LLC, Rick Mazur - Ameriprise, United Public Adjusters & Appraisers, Inc., SHBG Insurance Services, Martha A Baumbach - Ameriprise Financial Services, LLC, Christopher J Fucci - Ameriprise Financial Services, LLC, and American Para Professional Systems.
How can someone visiting Three Generations Financial make use of nearby services?
Clients visiting Three Generations Financial can access nearby medical care providers like Northeast Primary Care or Mosaic Wellness for health needs, legal assistance from local law offices, or explore additional financial advisory options at nearby Ameriprise offices, making it convenient to address multiple needs in one area.
Where can I find more information or schedule a consultation with Three Generations Financial?
You can schedule a consultation through their contact page at https://www.ameripriseadvisors.com/team/three-generations-financial/contact or visit their main website https://www.ameripriseadvisors.com/team/three-generations-financial/.
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