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TOP 30 Business financial planning in Melville, NY
202 results found
A convenient service for searching for businesses, places and services
Renee Berges - State Farm Insurance Agent
Renee Berges - State Farm Insurance Agent is a reputable insurance agency located at 490 New York Avenue in Huntington, New York, United States. With a history dating back to 1979, Renee Berges has been dedicated to providing top-notch insurance services to clients in various communities, including Huntington, Huntington Station, Centerport, Greenlawn, Northport, Oyster Bay, Halesite, and Melville. The agency offers a wide range of insurance products, including life insurance, auto insurance, home and renters insurance, health insurance, and more. The team at Renee Berges - State Farm Insurance Agent is committed to helping clients navigate the complex world of insurance and find the right products to meet their specific needs. The agency's staff, including the office manager and licensed insurance agents, are all residents of the Huntington community and are passionate about serving their neighbors. Whether you need assistance with auto insurance, homeowners insurance, life insurance, or business insurance, the team at Renee Berges is ready to help. The agency also offers valuable resources and tips on topics such as drunk driving prevention, credit card security, and bird deterrents to help keep clients informed and safe.
Jason Ramirez
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.
Tru Capital
Tru Capital, located at 395 North Service Road in Melville, New York, is a finance institution dedicated to helping businesses thrive by providing multiple income streams for economic success. With a focus on financial planning and risk management, Tru Capital offers auto repair business loans to help businesses attract new customers, increase sales, and expand. Our goal is to achieve positive outcomes for you and your company, ensuring stability and growth in the ever-changing business landscape.
Catherine Clarke - Senior Mortgage Consultant
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.
Z & R Funding, LLC
Z & R Funding, LLC is a leading financial institution located at 105 Maxess Road in Melville, New York. Specializing in providing funding solutions for businesses of all sizes, Z & R Funding, LLC offers a wide range of financial products and services to help businesses thrive and grow. With a team of experienced professionals and a commitment to excellent customer service, Z & R Funding, LLC is dedicated to helping businesses achieve their financial goals. Contact us today to learn more about how we can help your business succeed.
TrustFi
TrustFi is a leading financial institution located at 576 Broadhollow Road in Melville, New York, United States. Specializing in various financial services, TrustFi is committed to providing reliable and trustworthy solutions to individuals and businesses alike. With a team of experienced professionals, TrustFi offers personalized financial advice and support to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or assistance with loans and mortgages, TrustFi is dedicated to helping you navigate the complex world of finance with confidence. Visit us today to learn more about how TrustFi can help you secure your financial future.
Reliant Home Funding, Inc
Reliant Home Funding, Inc. is a finance institution located at 445 Broadhollow Road, Melville, New York, United States. At Reliant Home Funding, we offer real-time, customized rates through our quick and simple online process. Our dedicated team of experts will guide you through the mortgage process, ensuring you get the best home loan program and interest rate tailored to your needs. Whether you're looking to buy a new home or refinance your existing mortgage, we are here to help. Our family-run business values building relationships with our clients and providing exceptional service. Contact us today to see how we can help you achieve your homeownership goals.
New York Life Insurance
New York Life Insurance is a reputable finance and insurance agency located at 1660 Walt Whitman Road in Melville, New York. As one of the largest and most trusted insurance companies in the United States, New York Life Insurance offers a wide range of insurance products and financial services to individuals and businesses. With a long history of providing reliable and comprehensive coverage, customers can trust New York Life Insurance to protect their assets and provide peace of mind for the future.
The Health Benefit Alliance
The Health Benefit Alliance is a leading health insurance agency located at 1 Huntington Quadrangle in Melville, New York, United States. We are dedicated to providing comprehensive health benefits and insurance solutions to individuals and businesses. Our experienced team of professionals works tirelessly to help our clients navigate the complex world of healthcare, ensuring they have access to the best coverage options available. With a focus on customer service and personalized support, The Health Benefit Alliance is committed to helping you achieve optimal health and financial security.
AssuredPartners
AssuredPartners is a leading insurance agency located at 100 Baylis Road in Melville, New York, United States. As a trusted provider of insurance solutions, AssuredPartners offers a wide range of services to meet the unique needs of individuals and businesses. With a team of experienced professionals, they are committed to delivering personalized and comprehensive coverage options to ensure peace of mind and financial security. Whether you are looking for auto, home, life, or business insurance, AssuredPartners is dedicated to helping you find the right coverage at the best possible price. Contact them today to learn more about their services and how they can help protect what matters most to you.
Gallagher Bassett Services
Gallagher Bassett Services is a leading insurance agency located at 1 Huntington Quadrangle in Melville, New York, United States. With a strong reputation for providing top-notch insurance solutions, Gallagher Bassett Services is dedicated to helping individuals and businesses protect their assets and manage risks effectively. Their team of experienced professionals offers a wide range of insurance products and services to meet the diverse needs of their clients. Whether you are looking for personal insurance coverage or comprehensive business insurance solutions, Gallagher Bassett Services is committed to delivering exceptional customer service and tailored insurance plans to ensure peace of mind and financial security.
National Life
National Life is a reputable insurance agency located at 560 Broadhollow Road in Melville, New York. With a commitment to providing top-quality insurance products and services to individuals and businesses, National Life is dedicated to helping clients protect their assets and achieve financial security. With a team of knowledgeable and experienced insurance professionals, National Life offers a wide range of insurance solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, disability insurance, or retirement planning services, National Life is your trusted partner in safeguarding your future. Contact us today to learn more about how we can help you secure your financial well-being.
Chris Gammello: Allstate Insurance
Chris Gammello: Allstate Insurance is a trusted insurance agency located at 534 Broadhollow Road in Melville, New York. With a focus on providing personalized insurance solutions for individuals and families, Chris Gammello and his team are dedicated to helping clients protect what matters most. Whether you are looking for auto, home, life, or business insurance, they offer a wide range of coverage options to meet your specific needs. With their commitment to excellent customer service and expertise in the insurance industry, you can trust Chris Gammello: Allstate Insurance to provide you with the peace of mind you deserve.
New York Life: Balwant Singh
New York Life: Balwant Singh is an insurance agency located at 576 Broadhollow Road, Melville, New York, United States. They offer permanent policies with a guaranteed death benefit and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution provides support for everyday tasks, income replacement due to sickness or injury, and professionally managed investments with potential market gains. They also offer guidance on creating an investment strategy, setting up an estate plan, and insurance options for employees, executives, and business owners. New York Life is committed to giving back to the community through charitable initiatives and has a diverse and welcoming workplace. With over 175 years of experience, they offer tailored solutions to meet your financial needs and goals. Their mission is to make the world a better place through responsible investing, community engagement, and support for individuals, families, and communities. You can access resources and tools to help you prepare for the future, and cancel anytime.
Pinson A. Dodier - New York Life Insurance
Pinson A. Dodier - New York Life Insurance is a reputable insurance agency located at 1660 Walt Whitman Road in Melville, New York. With a strong presence in the community, they offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Their team of experienced agents are dedicated to providing personalized and professional service to help clients protect what matters most. Whether you are looking for life insurance, retirement planning, or investment options, Pinson A. Dodier - New York Life Insurance is committed to helping you secure a stable financial future.
Cove Capital Advisors
Cove Capital Advisors is a reputable finance and insurance agency located at 510 Broadhollow Road in Melville, New York, United States. With a strong focus on providing top-notch financial and insurance services, Cove Capital Advisors is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. With a team of experienced professionals, they offer personalized solutions and expert advice to meet the unique needs of each client. Whether you are looking for investment guidance, insurance coverage, or financial planning, Cove Capital Advisors is committed to providing high-quality service and support every step of the way.
Law Office of Ronald D. Weiss, P.C.
The Law Office of Ronald D. Weiss, P.C. is a finance and legal institution located at 734 Walt Whitman Road, Melville, New York, United States. With additional locations in Queens, Mineola, and Brooklyn, the law firm is dedicated to providing debt solutions for individuals and businesses facing financial hardship. Since 1988, Ronald D. Weiss, ESQ. has been representing clients in bankruptcy, foreclosure, negotiation, and modification cases. The experienced attorneys at the firm offer free consultations to assess each unique situation and provide invaluable legal advice. Specializing in bankruptcy cases under Chapters 7, 11, and 13 of the Bankruptcy Code, as well as foreclosure defense, mortgage loan modification, and debt negotiation, the Law Office of Ronald D. Weiss, P.C. offers effective and affordable legal options to help clients overcome financial difficulties. Conveniently located in Melville, the main office is easily accessible from major roadways and offers flexible appointment times. Whether facing overwhelming credit card debt, foreclosure, creditor harassment, or landlord-tenant disputes, the dedicated team at the Law Office of Ronald D. Weiss, P.C. is committed to finding creative and compassionate solutions to resolve financial challenges. With expertise in bankruptcy law, the firm can provide immediate protection to stop collection actions, wage garnishment, and more. From Chapter 7 liquidation to Chapter 13 repayment plans, the attorneys at the Law Office of Ronald D. Weiss, P.C. have the knowledge and skills to guide clients through the bankruptcy process and help them achieve a fresh financial start. In addition to bankruptcy cases, the firm also handles adversary proceedings, contested motions, and bankruptcy appeals to protect clients' rights and assets. With a focus on personalized legal strategies, the Law Office of Ronald D. Weiss, P.C. is dedicated to helping clients navigate complex financial situations and achieve long-term financial stability.
SGF Law
SGF Law, located at 135 Pinelawn Road in Melville, New York, is a boutique firm that offers a personalized approach with the benefits of a large firm. Serving clients throughout Long Island and surrounding areas such as Merrick, Massapequa, Baldwin, and more, SGF Law specializes in estate planning and elder law issues. With over 30 years of experience, the team at SGF Law is dedicated to helping individuals and families navigate important legal matters. Estate planning is crucial for everyone, regardless of age or financial standing. Without proper planning, state law will determine how your assets are distributed. The team at SGF Law is well-versed in estate planning and elder law, with over 45 years of combined experience handling thousands of cases. They can assist with complex issues to ensure proper planning for yourself or an older relative.
Alfred Walendowski, PC
Alfred Walendowski, PC is a reputable finance and legal institution located at 532 Broadhollow Road in Melville, New York, United States. Specializing in providing expert financial and legal services, the institution is known for its professionalism, integrity, and dedication to helping clients navigate complex financial and legal matters. With a team of experienced lawyers and financial experts, Alfred Walendowski, PC is committed to providing high-quality services tailored to meet the individual needs of each client. Whether you need assistance with financial planning, estate planning, business law, or any other legal or financial matter, Alfred Walendowski, PC is here to help.
Bank of America Private Client Advisor William Ayers
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.
Herold & Lantern Investments
Herold & Lantern Investments is a leading finance and insurance agency located at 35 Pinelawn Road in Melville, New York. With a strong focus on providing personalized financial solutions for individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning services, we are committed to delivering top-notch customer service and expert guidance every step of the way. Visit us today to learn more about how Herold & Lantern Investments can help secure your financial future.
The Patterson Safarik Group - Morgan Stanley
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.
Theofcg
Theofcg is a reputable finance institution located at 25 Melville Park Road in Melville, New York. Our dedicated team of financial experts provides a wide range of services to help individuals and businesses achieve their financial goals. From investment management to financial planning, we offer personalized solutions to meet our clients' needs. With a commitment to excellence and integrity, Theofcg is a trusted partner in financial success.
Professional Wealth Associates
Professional Wealth Associates is a leading finance and insurance agency located at 445 Broadhollow Road in Melville, New York. With a team of experienced professionals, we provide comprehensive financial planning and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, protect your assets, or plan for retirement, our experts are here to guide you every step of the way. At Professional Wealth Associates, your financial success is our top priority.
Herman P Ortiz CPA P.C.
Herman P Ortiz CPA P.C. is a reputable accounting and finance institution located at 20 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses. Our expertise includes tax preparation, financial planning, bookkeeping, and more. Trust Herman P Ortiz CPA P.C. for all your accounting and finance needs.
Procyon Partners, LLC
Procyon Partners, LLC is a finance institution located at 225 Broadhollow Road in Melville, New York. Specializing in financial services, Procyon Partners offers a wide range of investment strategies and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Procyon Partners is dedicated to providing comprehensive financial planning and investment guidance to individuals, families, and businesses. Contact Procyon Partners today to learn more about how they can help you secure your financial future.
Evan Kralstein - Raymond James
Evan Kralstein - Raymond James is a finance institution located at 900 Walt Whitman Road in Melville, New York. Specializing in financial services, the institution offers a range of investment and wealth management solutions to individuals and businesses. With a team of experienced financial advisors, Evan Kralstein - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the institution provides personalized strategies and expert guidance to help you make informed financial decisions. Visit Evan Kralstein - Raymond James today to start building a strong financial foundation.
WizdomOne Group Inc.
WizdomOne Group Inc. is a leading finance institution located at 68 South Service Road, Melville, New York, United States. With a team of experienced professionals, WizdomOne Group Inc. offers a wide range of financial services to help individuals and businesses achieve their financial goals. From investment management to financial planning, WizdomOne Group Inc. is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Contact us today to learn more about how we can help you secure your financial future.
Compass Advisors
Compass Advisors, located at 155 Pinelawn Road in Melville, New York, is a finance institution that specializes in guiding individuals and businesses towards financial independence. With a focus on creating personalized strategies and solutions, our experienced team offers unbiased and comprehensive advice in areas such as investment management, retirement planning, and estate conservation. Clients trust us to help them navigate their financial journey, ensuring a secure future for themselves and future generations. Compass Advisory Group LLC, operating as Compass Advisors, is a registered investment advisor dedicated to providing top-notch financial guidance.
Beacon ICG, LLC
Beacon ICG, LLC is a finance institution located at 1895 Walt Whitman Road, Melville, New York, United States. Our team of advisors provides resources and insights to help you pursue your financial goals. We offer clear guidance, proactive solutions, and wealth management services including retirement planning, college planning, insurance, investment guidance, and holistic financial planning. Whether you are an individual or a business, we can help you navigate group benefits for employees and implement retirement and benefit plans. Our team is committed to standing alongside you as an investment Co-Fiduciary and helping you plan for your financial future. Contact us today to learn more about how we can assist you in achieving your unique financial goals. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
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