Banking needs solution in Melville, New York

Bank of America Private Client Advisor William Ayers, located at 300 Broadhollow Road, Melville, New York, is a finance institution led by Senior Vice President and Private Client Advisor, Bill Ayers. With over three decades of experience in banking and wealth management, Bill assists families and individuals in navigating the complexities of significant wealth. Specializing in customized credit and lending, Bill analyzes both sides of a client's balance sheet to identify efficiencies and anticipate key decision points in their financial future. As the leader of a client's Private Bank team, he develops integrated strategies in investment management, banking, lending, trust and estate planning, business succession, and philanthropy. Bill's team collaborates with specialists to help clients achieve their financial goals with precision and resolve. Prior to joining Bank of America Private Bank, Bill held leadership roles at Astoria Bank and JP Morgan Chase, advising high-net-worth individuals and families. Active in the Long Island community, Bill serves on the board of Catholic Charities and has been involved with Long Island Cares and The Harry Chapin Food Bank. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, creating strategies tailored to meet clients' needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth, providing personalized solutions to achieve financial objectives. The institution values innovation and offers disciplined financial strategies to navigate evolving markets and complexities in the financial landscape. Please note that the website may redirect to FINRA’S BrokerCheck and that neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Clients should consult their advisors before making financial decisions.

Bank of America Private Client Advisor Jing J Chen is a Managing Director and Private Client Advisor located at 300 Broadhollow Road, Melville, New York, United States. Jing works closely with entrepreneurs, business owners, and executives, offering personalized financial advice in Mandarin and Cantonese. He leads a team of specialists in investment management, trust and estate planning, banking and lending, family office services, and business and succession planning. With a focus on clarity and responsiveness, Jing helps clients make informed decisions about their financial lives and legacies. He is committed to each client's long-term best interests and provides guidance on dynamic market conditions and evolving family priorities. Jing is a Certified Financial Planner™ and holds the Chartered Retirement Planning Counselor™ designation. Outside of work, Jing is involved in the Chinese American community in Queens. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's needs and goals to create strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. The institution values innovation and provides disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information, visit the Bank of America website."

Bank of America Private Client Advisor Vincent A Keaveny, located at 300 Broadhollow Road in Melville, New York, offers wealth management guidance for clients with complex financial needs. With nearly two decades of experience, Vincent specializes in serving high-net-worth individuals, families, non-profit organizations, entrepreneurs, and more. He leads a team of specialists to deliver personalized wealth management strategies based on individual objectives. Vincent's background includes roles at JP Morgan Chase and Citigroup Investment Services before joining Bank of America Private Bank in 2004. He holds a B.A. in economics from Fordham University and an M.B.A. in finance from Hofstra University. Active in his community, Vincent enjoys competing in local running races and triathlons. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They listen carefully to clients' needs and goals to create tailored strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and leveraging the resources of Bank of America. Their commitment is to make clients' financial objectives a top priority, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. Through a focus on innovation and disciplined financial strategies, Bank of America Private Bank aims to help clients navigate evolving markets and the complexities of the financial landscape. Please note that Bank of America Private Bank's website may direct you to FINRA’S BrokerCheck and that they do not provide legal, tax, or accounting advice. It's recommended to consult legal and tax advisors before making financial decisions.

M&T Bank is a trusted financial institution located at 401 Broadhollow Road in Melville, New York. Our branch offers a wide range of personal banking services, including checking and savings accounts, mortgages, home equity lines of credit, auto loans, and credit cards. Our knowledgeable personal bankers are here to assist you with all your financial needs and help you find the best solutions for your goals. In addition to personal banking, M&T Bank also provides commercial and small business solutions tailored to meet the unique needs of businesses in the Melville area. Our Business Banking Specialists can help you start or expand your business, manage your finances, and achieve your financial objectives.

ConnectOne Bank, located at 48 South Service Road in Melville, New York, is a trusted financial institution offering a range of banking solutions for both personal and business needs. Did you know that writing checks could put you at risk of check fraud? That's why ConnectOne Bank hosts annual Shred Events where you can securely shred your documents on-site with Legal Shred paper shredding service. With your ConnectOne Bank Visa® Debit Card, you can conveniently use Mobile Wallet for easy transactions. The bank offers banking blueprints tailored to meet the needs of entrepreneurs, as well as access to over 55,000 surcharge-free ATMs worldwide through their partnership with AllPoint®.

Flagstar Commercial & Private Banking is a trusted financial institution located at 68 South Service Road in Melville, New York. Specializing in ATM services, banking, and finance, Flagstar offers a wide range of commercial and private banking solutions to meet the needs of businesses and individuals. With a commitment to providing personalized service and innovative financial products, Flagstar is dedicated to helping clients achieve their financial goals. Visit us today to experience the convenience and expertise of Flagstar Commercial & Private Banking.

City National Bank, located at 425 Broadhollow Road in Melville, New York, is a trusted institution offering a range of banking and finance services. Our experienced Relationship Managers are ready to assist you with all your business banking needs. As a subsidiary of the Royal Bank of Canada, we provide the financial resources of a global bank with the personalized service of a community bank. Our private banking office in Melville is dedicated to helping you achieve your financial goals and live a rich life. Our wealth advisors will work with you to create a comprehensive plan tailored to your needs, from risk management to estate planning. We are committed to preserving your family's wealth for generations to come.

Welcome to Atlantic Coast Bank, your trusted partner in financial services located conveniently at 900 Walt Whitman Road, Melville, New York. As a leading institution in the banking and finance industry, we are dedicated to providing exceptional service and a wide range of financial solutions to meet your unique needs. At Atlantic Coast Bank, we offer comprehensive banking services including personal and business accounts, loans, mortgages, and investment opportunities. Our state-of-the-art ATMs ensure you have 24/7 access to your funds, providing convenience and peace of mind. Whether you're looking to manage your daily finances, plan for the future, or grow your business, our team of experienced professionals is here to guide you every step of the way.

Welcome to Chase Bank, located at 115 Broadhollow Road, Melville, New York 11747, United States. As a leading provider of financial services, Chase Bank offers a comprehensive range of solutions including ATM services, personal and business banking, and financial management. Our Melville branch is dedicated to providing exceptional service tailored to meet your financial needs. Whether you're managing personal finances or running a business, our team of business professionals is here to guide you. We specialize in improving cash flow, offering credit solutions, and managing payroll, ensuring your business operates smoothly and efficiently.

Welcome to the Santander Bank Branch in Melville, New York! Conveniently located at 330 South Service Road, our branch is dedicated to providing exceptional financial services to meet all your banking needs. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our team of experienced professionals is here to assist you every step of the way. At Santander, we pride ourselves on offering a wide range of banking solutions tailored to both personal and business clients. Our services include checking and savings accounts, credit cards, mortgages, personal and business loans, investment opportunities, and more. We are committed to delivering personalized service and innovative banking solutions to help you achieve your financial goals.

Welcome to the Santander Bank ATM located at 330 South Service Road, Melville, New York 11747. Conveniently situated for residents and visitors in the Melville area, our ATM offers a range of essential banking services designed to meet your financial needs efficiently and securely. Whether you need to withdraw cash, check your account balance, or manage your finances on-the-go, our user-friendly ATM provides 24/7 access to your Santander accounts. Committed to delivering reliable and convenient banking solutions, Santander Bank is here to support your financial journey. Visit us today for quick and easy access to your funds.

Welcome to The Federal Savings Bank, your trusted partner in financial success, conveniently located at 395 North Service Road, Melville, New York. As a leading financial institution, we are dedicated to providing personalized banking solutions and exceptional customer service to meet your unique financial needs. Whether you're looking to open a savings account, secure a mortgage, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on fostering long-lasting relationships with our clients, built on trust, integrity, and transparency. Visit us today and discover how The Federal Savings Bank can help you achieve your financial goals with confidence.

Welcome to the TD Bank ATM located at 324 South Service Road, Melville, New York 11747. Conveniently situated for residents and visitors in the area, our ATM offers a quick and easy way to manage your finances. Whether you need to withdraw cash, check your account balance, or transfer funds, our ATM provides secure and efficient banking services. As part of TD Bank, a trusted financial institution, we are committed to providing reliable and accessible banking solutions to meet your financial needs. Our ATM is available 24/7, ensuring you have access to your finances whenever you need them.

Fast Cash Capital is a leading financial institution located at 2 Huntington Quadrangle in Melville, New York. As a trusted bank specializing in quick cash solutions, we provide a range of financial services to meet the needs of our clients. Whether you need a loan, investment advice, or assistance with managing your finances, our team of experts is here to help. Visit us today and experience the convenience and reliability of Fast Cash Capital.

Embrace Home Loans, led by Branch Manager and Senior Loan Officer James Garvey, is a reputable financial institution located at 425 Broadhollow Road in Melville, New York. Specializing in providing a wide range of banking and finance services, Embrace Home Loans is committed to helping individuals and families achieve their financial goals. With a strong focus on customer service and personalized solutions, James Garvey and his team strive to provide clients with the guidance and support they need to make informed decisions about their finances. Whether you are looking to purchase a new home, refinance an existing loan, or explore other financial options, Embrace Home Loans is dedicated to helping you navigate the complexities of the lending process with ease and confidence.

Jason Ramirez is a reputable finance institution located at 324 South Service Road in Melville, New York, United States. With a team of experienced professionals, Jason Ramirez offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Jason Ramirez is dedicated to providing personalized solutions tailored to your specific needs. Trust in Jason Ramirez for expert guidance and support in navigating the complexities of the financial world.

Catherine Clarke is a Senior Mortgage Consultant located in Melville, New York, United States. With a focus on providing personalized and comprehensive service, Catherine Clarke and her team are dedicated to helping you navigate the home buying process from start to closing. Whether you are a first-time homebuyer or looking to refinance, they are here to assist you every step of the way. As a part of Dime's finance institution, Catherine Clarke offers competitive mortgage rates and a $500 credit towards your closing costs when you apply now. Their team specializes in owner-occupied, single-family properties in New York, with rates based on factors such as loan amount, credit score, and loan-to-value ratio.

Merrill Lynch Financial Advisor Andre A Lee is located at 1305 Walt Whitman Road in Melville, New York, United States. This institution offers a wide range of investment solutions from Merrill and banking products from Bank of America. The team at Merrill Lynch focuses on building lasting client/advisor relationships based on trust, transparency, and communication. They prioritize individual and family goals and leverage tools and resources to help clients achieve these goals. With a goals-based wealth management approach, they assist in designing and implementing customized wealth management strategies to help clients pursue their financial goals while managing investment risks. The institution believes in inclusive and interactive relationships with clients, ensuring that their immediate and future needs are aligned with their wealth strategy. Through access to investment insights from Merrill and services provided by Bank of America, they develop strategies to address clients' financial needs. The team at Merrill Lynch believes that financial success is achieved by making investment decisions that align with personally meaningful goals. They offer tools to help clients track changes in their lives and reflect these changes in their financial approach. Ultimately, Merrill Lynch Financial Advisor Andre A Lee provides access to investing insights and banking capabilities to help clients make informed decisions as they pursue their goals.

Merrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.

TIAA Financial Services is a reputable institution located at 58 South Service Road in Melville, New York, United States. As a comprehensive financial services provider, TIAA offers a wide range of banking, finance, and insurance services to meet the diverse needs of its clients. With a commitment to excellence and customer satisfaction, TIAA is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Visit TIAA Financial Services today to experience professional and reliable financial solutions.

The Patterson Safarik Group at Morgan Stanley is a leading finance institution located at 58 South Service Road in Melville, New York. Our team of experienced professionals provides comprehensive financial services to help individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, our team is dedicated to providing personalized solutions tailored to your specific needs. With a commitment to excellence and a focus on building long-term relationships, The Patterson Safarik Group at Morgan Stanley is your trusted partner in financial success.

The Marshall Weill Group at Morgan Stanley is a renowned financial institution located at 58 South Service Road in Melville, New York, United States. With a strong focus on providing expert financial advice and top-notch investment services, the institution is dedicated to helping clients achieve their financial goals. The team at The Marshall Weill Group is committed to delivering personalized solutions tailored to each client's unique needs and objectives. With a wealth of experience and expertise in the finance industry, The Marshall Weill Group at Morgan Stanley is a trusted partner for individuals and businesses looking to secure their financial future.

The Moss Bogatch Group at Morgan Stanley is a leading financial institution located in Melville, New York. Specializing in a wide range of financial services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to provide personalized solutions tailored to your specific needs. Visit us at 58 South Service Road to learn more about how we can help you secure your financial future.

Trivium Point Advisory, located at 41 Pinelawn Road in Melville, New York, is a finance institution that is excited to welcome Paradigm Financial Partners and Lyons & Lyons, CPAs to their team. They specialize in connecting people, processes, and finances to provide essential financial strategies through wealth management, tax and accounting, and business advisory services all under one roof. Dedicated to individuals seeking an experienced and central advisor for their financial needs, Trivium Point Advisory offers a specialized experience that combines wealth management, accounting, and business advisory services for those who value financial stewardship. Their goal is to help clients understand their numbers and create a personalized financial roadmap to work towards their financial goals.

Merrill Lynch Financial Advisor PATRICK CONROY, located at 1305 Walt Whitman Road in Melville, New York, is dedicated to managing your wealth with a personalized approach. By understanding your financial goals and priorities, Patrick Conroy can create a flexible strategy tailored to your needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, he can help you pursue your financial goals through personalized wealth management strategies. Conroy is committed to participating in the community and volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and aspirations. By taking the time to get to know you and your investment style, Patrick Conroy can prioritize your goals and create an individualized plan to reflect your needs. With a focus on proactive communication and personalized service, he aims to exceed your expectations and help you achieve financial success. Whether you're planning for retirement, buying a home, or funding education, Conroy's personalized approach can help you navigate the complexities of the financial market and guide you towards your goals. As a Merrill Lynch Wealth Management Advisor, he offers personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals. With a commitment to staying on track and adapting to changes in your life, Conroy can help you achieve your financial aspirations. Contact Merrill Lynch Financial Advisor PATRICK CONROY to start building your personalized financial strategy today.

CCG is a leading finance institution located at 1800 Walt Whitman Road in Melville, New York, United States. With a reputation for excellence and expertise in the financial industry, CCG offers a wide range of services to meet the needs of individuals and businesses alike. From investment management to financial planning, CCG is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to exceptional customer service, CCG is a trusted partner for all your financial needs.

Steve Brett - Raymond James is a reputable finance institution located at 10 Melville Park Road in Melville, New York. As a branch of Raymond James, a well-known financial services firm, Steve Brett offers a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Steve Brett - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Visit their office in Melville to learn more about their services and how they can assist you with your financial needs.

Merrill Lynch Financial Advisor Brian J Campbell, located at 300 Broadhollow Road in Melville, New York, offers a wide range of financial services to clients in the United States. With over 35 years of experience, Brian provides concierge service and guidance to a variety of clients including Endowments, Charitable organizations, Corporate Executives, Family Trusts and Individual Investors. Through a goals-based approach and access to specialists in various areas, Brian tailors investment strategies and risk management solutions to meet the unique needs of each client. Brian holds several FINRA registrations and designations, including Chartered Retirement Planning Counselor (CRPC) and Senior Portfolio Advisor. He is actively involved in various charitable organizations and brings a wealth of experience and expertise to his clients. With the support of the Bank of America Private Bank, Brian and his team provide specialized services in wealth structuring, estate planning, philanthropy, and investment management.

Elm Financial Group is a leading finance institution located at 520 Broadhollow Road in Melville, New York, United States. With a strong reputation for providing top-notch financial services, Elm Financial Group offers a wide range of financial solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, Elm Financial Group has a team of experienced professionals ready to help you achieve your financial goals. Visit Elm Financial Group today and experience the difference that personalized financial guidance can make in your life.

Merrill Lynch Financial Advisor Roodmy Cesar is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. Roodmy Cesar can help create a flexible strategy tailored to today's market conditions, providing access to Merrill's investment insights and Bank of America's banking solutions. With a focus on personalized wealth management strategies, Roodmy Cesar follows the Merrill tradition of community involvement through volunteering. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. By understanding your investment personality, Roodmy Cesar can customize a financial approach to help you achieve what matters most to you. Regular check-ins and adjustments ensure your financial approach reflects changes in your life and goals. Working with Roodmy Cesar means having a dedicated advisor who prioritizes your needs and goals, providing personalized investment strategies and comprehensive financial solutions. Investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. With Merrill Lynch Wealth Management, you can receive the latest investment insights and strategies to help you live your best financial life.