Business financial planning and organization in Melville, New York

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.

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.

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.

Merrill Lynch Financial Advisor Peggy Mahoney is a trusted finance institution located at 300 Broadhollow Road, Melville, New York, United States. Peggy Mahoney is an accessible, knowledgeable, and experienced financial advisor who is dedicated to building strong relationships with her clients. With over 25 years of experience advising small business owners, nonprofit institutions, and high net worth individuals, Peggy Mahoney brings a unique disciplined high touch approach to her practice. She focuses on building deep connections with her clients and being the center of their household's financial decision-making team. Peggy Mahoney graduated from Queens College with a degree in Accounting and has a passion for helping clients make important financial decisions. She offers a comprehensive approach to managing wealth by getting to know her clients, their families, financial situations, and what matters most to them. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Peggy Mahoney helps address various aspects of her clients' financial lives.

F and S CPAs LLP is a leading accounting and finance institution located at 1 Huntington Quadrangle in Melville, New York. Our team of certified public accountants provides a wide range of services including tax preparation, auditing, financial consulting, and more. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and navigate complex financial regulations. Whether you are an individual or a business, F and S CPAs LLP is here to provide you with expert advice and personalized solutions to meet your financial needs.

BDO, located at 201 Old Country Road in Melville, New York, is a leading accounting and finance institution offering a wide range of services to businesses in the area. Stay informed about emerging trends, regulatory updates, and the latest headlines in the industry. Discover how to drive new growth and find competitive advantages for your business with valuable data and insights. Our Melville office serves the Long Island and New York Metropolitan Area, providing world-class resources and exceptional service to our clients. With a team of talented professionals, we offer assurance, tax, and advisory services to various industries including manufacturing, retail, real estate, technology, and more.

Bank of America Private Client Advisor Frances Beiro is located at 300 Broadhollow Road in Melville, New York, United States. Frances Beiro is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank. She focuses on developing long-lasting relationships with clients to help them manage their wealth effectively and with care. Frances is committed to acting as a fiduciary, always looking out for the best interests of her clients. She specializes in helping families build lasting legacies and offers a range of services including investments, wealth strategy, trust and estate planning, and banking. Frances also works with nonprofit organizations to help them achieve financial stability and long-term growth. She is dedicated to giving back to the community and is involved in various organizations such as Circulo de la Hispanidad and the Women's Exchange. With a background in finance and a strong network of relationships, Frances is able to provide clients with the resources they need to reach their financial goals.

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.

Tax Accountant - Fincadia is a reputable institution located at 425 Broadhollow Road in Melville, New York, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of taxes with ease. Whether you need assistance with tax preparation, planning, or consulting, Tax Accountant - Fincadia is here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you with all your tax needs.

Waxman & Bland CPAs is a boutique public accounting firm located at 150 Broadhollow Road in Melville, New York. Established in 1995, they offer efficient and effective tax preparation, planning, fractional CFO/controller services, and accounting at all levels for businesses. Specializing in business planning and analysis, accounting, and tax planning and preparation, Waxman & Bland works closely with clients to help them achieve their financial and business goals. With well-organized financial records, businesses can run efficiently and cost-effectively. The firm also assists with business formation, mergers and acquisitions, and estate planning. With a deep understanding of tax law changes, Waxman & Bland ensures clients receive every dollar of return they are entitled to. Their experienced team, with a background in running successful businesses, helps small to medium-sized companies understand their business metrics to maintain or grow profits. Testimonials praise Waxman & Bland as an invaluable partner in business growth, providing support with accounting, taxes, and strategic business operations.

UHY LLP is a leading accounting and finance institution located at 201 Old Country Road in Melville, New York, United States. With a team of experienced professionals, UHY LLP offers a wide range of financial services including auditing, tax planning, and business consulting. Their commitment to excellence and client satisfaction has made them a trusted partner for businesses of all sizes. Contact UHY LLP today to see how they can help you achieve your financial goals.

Baker Tilly US, LLP is a leading accounting and finance institution located at 125 Baylis Road, Melville, New York, United States. We offer a range of services including vulnerability management, audit planning for small capital projects, fair pay analysis, compliance solutions for prevailing wage and apprenticeship requirements, cybersecurity and data governance risk management, and strategic solutions for IRA, ESG, and cybersecurity. As a member of Baker Tilly International, the world’s 10th largest accountancy and advisory network, we are dedicated to providing exceptional client service, regional expertise, and community impact. Our team of experts is committed to guiding clients towards their goals and destinations they thought were beyond reach.

Welcome to Baker Tilly, your trusted partner in accounting and finance solutions, located at 145 Pinelawn Road, Melville, New York. As an independent member of Baker Tilly International, the world’s 10th largest accountancy and advisory network, we are committed to providing exceptional client service, regional expertise, and impactful community involvement. At Baker Tilly, we believe in looking beyond the obvious to uncover opportunities that others may miss. Our dedicated team is here to guide you through every challenge, helping you reach destinations you once thought were beyond your reach. Whether it's navigating the complexities of ESG controllers, understanding the IRS's new voluntary disclosure program, or preparing for the unclaimed property compliance season, we have you covered.

Welcome to True Partners, your trusted ally in accounting and finance located at 145 Pinelawn Road, Melville, New York. As an independent member of Baker Tilly International, the world’s 10th largest accountancy and advisory network, we are committed to delivering exceptional client service, leveraging unmatched regional expertise, and making a sustained impact in our community. At True Partners, we look beyond the obvious to uncover unique solutions for your business challenges, guiding you to destinations you once thought were beyond reach. Our comprehensive suite of services is designed to meet your every need, from navigating the complexities of ESG controllers and IRS ERC voluntary disclosure programs, to preparing for the unclaimed property compliance season.

Welcome to Susan Wiener Enterprises, LLC, your trusted partner in navigating the complex world of insurance and benefits solutions. Located at 115 Broadhollow Road, Melville, New York, we are a dedicated brokerage firm specializing in offering comprehensive health and wellness benefits to businesses of all sizes. Whether you're a large corporation or a small family-owned business, we provide access to an extensive network of regional and national medical plans, statutory DBL/PFL, life insurance, and a range of other ancillary benefits. With over 30 years of industry experience, our team is adept at crafting customized solutions that maximize tax savings, ensure compliance, and provide income supplements. We also offer expert guidance on riders that can significantly reduce out-of-pocket expenses for you and your employees.

Welcome to CNA Insurance Agency, your trusted partner in business insurance solutions, located at 175 Pinelawn Road, Melville, New York. With decades of experience, our team is dedicated to providing deep expertise, attentive service, and tailored insurance solutions designed to manage exposures and minimize loss across a diverse array of industries. At CNA, we understand the unique challenges businesses face, which is why we offer a comprehensive range of specialized insurance products and risk management services. Our CNA Risk Control professionals, each with an average of more than 20 years of experience, are committed to delivering systematic, sustainable risk control solutions that enhance productivity and protect your bottom line.