TOP 30 Business plan in Melville, New York

326 results found

Caufield Wealth Management Group - UBS Financial Services Inc. is a renowned financial institution located at 58 South Service Road in Melville, New York, United States. As a leading wealth management group, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Caufield Wealth Management Group provides personalized investment strategies, retirement planning, estate planning, and more. Trustworthy and reliable, they are committed to helping their clients secure their financial future.

Kristi A Rossy is the Associate Manager at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. As a finance institution, Kristi provides investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can schedule complimentary initial consultations to discuss retirement planning, education savings, major purchases, and more. Regular meetings are held to review progress, update strategies, and track goal achievement. Clients have secure access to their investments and accounts from any device. Kristi Rossy is registered with FINRA and can conduct securities business in specific states. Ameriprise Financial Services, LLC offers a range of investment products and services, with a focus on helping clients build a confident financial future. Privacy and security are a top priority, and clients can refer friends and family members to receive personalized financial guidance from Kristi.

Merrill Lynch Financial Advisor Todd C Russell, located at 300 Broadhollow Road, Melville, New York, offers personalized financial planning services to help clients achieve their retirement goals and ensure their assets last a lifetime. With over 25 years of experience in the financial services industry, Todd Russell focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. As a Vice President and Senior Financial Advisor, Todd works with individuals and families to understand their financial situation, risk tolerance, and long-term objectives, recommending personalized financial strategies aligned with their aspirations. Supported by the global resources of Merrill Lynch, Todd's team is dedicated to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, clients can develop a customized plan centered on their goals and focused on achieving their desired financial outcomes. Todd believes in a client-centered approach, focusing on solutions that can turn goals into reality and help manage investment risk. By understanding clients' aspirations and financial needs, Todd helps design and implement personalized plans to help clients pursue their financial goals while considering future wealth management and legacy planning. With access to the investment insights of Merrill and banking solutions from Bank of America, Todd works with clients to develop an approach tailored to their financial needs. By utilizing the Investment Personality Assessment, Todd can gain a deeper understanding of clients' investing preferences and customize financial strategies to align with their priorities. As clients' lives and goals evolve, Todd ensures their financial approach reflects these changes, helping them stay on track to achieve what matters most to them. By getting to know clients personally and understanding their unique needs, Todd can create a financial approach that reflects their personality and helps them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Todd helps clients navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship with clients, Todd helps guide them along their financial journey, addressing each question and decision with personalized care and expertise. Todd Russell is registered to do business in multiple states, offering investment insights, tips, and strategies to help clients live their best financial life. Please consult legal and tax advisors before making any financial decisions, as investing involves risk and past performance does not guarantee future results. Contact Merrill Lynch Financial Advisor Todd C Russell to start building a customized financial plan tailored to your unique goals and priorities.

Northwestern Mutual: Charles Valenti is a finance institution located at 400 Broadhollow Road in Melville, New York, United States. As a branch of Northwestern Mutual, this institution offers a range of financial services such as insurance, investments, and financial planning. With a focus on helping clients achieve their financial goals and secure their future, Northwestern Mutual: Charles Valenti provides personalized and comprehensive financial solutions tailored to each individual's needs. Whether you are looking to protect your assets, grow your wealth, or plan for retirement, the experienced professionals at Northwestern Mutual: Charles Valenti are dedicated to helping you navigate the complexities of the financial world and make informed decisions for your financial well-being.

GM Advisory Group is a leading finance institution located at 400 Broadhollow Road in Melville, New York. Specializing in providing expert financial advisory services, GM Advisory Group offers personalized solutions to help clients navigate the complexities of the financial world. With a team of experienced professionals, they strive to help individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, GM Advisory Group is dedicated to providing top-notch financial guidance tailored to your specific needs.

Natalie Mcginley, Financial Professional - New York Life, located at 1660 Walt Whitman Road, Melville, New York, United States, offers a wide range of financial services and products to meet the needs of clients. Specializing in creating custom insurance and financial solutions, Natalie works closely with clients to develop comprehensive approaches that address current needs, future goals, and wealth transfer to the next generation. With expertise in life insurance, long-term care, disability insurance, annuities, and investments, Natalie helps clients protect their families, assets, and businesses from unexpected events while pursuing greater returns for a secure retirement. As a financial advisor with Eagle Strategies, Natalie is committed to building long-term relationships with clients and providing personalized guidance and support through life's biggest moments. From life insurance to financial strategy, Natalie helps clients turn their love for their families into policies that offer protection and peace of mind. Whether planning for retirement, education expenses, or estate transfer, Natalie can help clients navigate the complex world of finance and create customized plans that meet their needs and goals. Contact Natalie Mcginley, Financial Professional - New York Life, to start planning for a secure financial future.

Michael O'Keeffe, a Financial Advisor at Ameriprise Financial Services, LLC in Melville, New York, United States, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Michael is well-equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Whether you are looking to plan for your future, manage your investments, or navigate complex financial situations, Michael O'Keeffe can help guide you towards your financial goals. With a commitment to ethical practices and ongoing education, Michael is dedicated to providing top-notch financial services to his clients.

The Tringle, Sangirardi, Miller, Marinaccio Group at Ameriprise Financial Services, LLC is a finance institution located at 145 Pinelawn Road in Melville, New York, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch with us. We provide investment, asset allocation, and portfolio recommendations based on your individual goals and risk tolerance. Our team documents your goals, meets regularly to review your progress, and updates your approach as life changes. You can access your investments and accounts from any device securely. Our financial advisors are registered to do business in certain U.S. states. We offer an initial consultation to discuss financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. We are committed to helping your friends and family achieve their financial goals. Feel free to refer them to us, and we will reach out to them soon.

Ameriprise Financial Services, Inc. is a renowned finance and insurance agency located at 445 Broadhollow Road in Melville, New York, United States. With a commitment to providing top-notch financial planning and insurance solutions, Ameriprise is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of services, including retirement planning, investment management, estate planning, and insurance coverage. Whether you are looking to secure your financial future or protect your assets, Ameriprise Financial Services, Inc. is here to guide you every step of the way.

Rosica Wealth Management Group - UBS Financial Services Inc. is a renowned finance institution located at 58 South Service Road in Melville, New York, United States. With a strong commitment to providing top-notch financial services, the institution offers a wide range of wealth management solutions tailored to meet the unique needs of their clients. From investment planning to retirement strategies, the team at Rosica Wealth Management Group - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth or protect your assets, you can trust in the expertise and professionalism of this esteemed institution.

Jeremy O'Brien - Morgan Stanley is a renowned finance institution located at 58 South Service Road in Melville, New York, United States. With a strong reputation for excellence and expertise in the financial industry, Jeremy O'Brien - Morgan Stanley offers a wide range of financial services to meet the needs of their clients. Whether you are looking for investment advice, wealth management, or retirement planning, the knowledgeable team at Jeremy O'Brien - Morgan Stanley is dedicated to helping you achieve your financial goals. Trust in their experience and commitment to providing top-notch financial solutions for individuals and businesses alike.

Robert Ackerman - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. With a strong emphasis on providing top-notch financial services to its clients, the institution is known for its expertise in wealth management, investment advisory, and financial planning. The team at Robert Ackerman - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. With a commitment to excellence and integrity, this institution is a trusted partner for those seeking sound financial advice and solutions.

Kimberly Weiss-Perez - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York. As a branch of the prestigious Morgan Stanley brand, Kimberly Weiss-Perez offers a wide range of financial services to clients in the United States. With a focus on wealth management, investment strategies, and financial planning, the institution provides personalized solutions to help individuals and businesses achieve their financial goals. The team at Kimberly Weiss-Perez is dedicated to providing top-notch service and expert advice to help clients navigate the complexities of the financial world.

The Empire Group - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals. With a strong reputation for excellence and integrity, The Empire Group - UBS Financial Services Inc. is committed to delivering top-notch financial services to individuals, families, and businesses.

CEP Consultants Inc is a reputable finance institution located at 1800 Walt Whitman Road in Melville, New York. With a team of experienced professionals, CEP Consultants Inc provides a wide range of financial services to individuals and businesses in the United States. From financial planning to investment management, CEP Consultants Inc is dedicated to helping clients achieve their financial goals. Visit us today to learn more about our services and how we can help you secure your financial future.

Raymond James Financial Services is a finance institution located at 445 Broadhollow Road in Melville, New York. As a leading financial services firm, Raymond James provides a wide range of investment and wealth management services to individuals, businesses, and institutions. With a team of experienced financial advisors and experts, they offer personalized solutions to help clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or estate planning, Raymond James Financial Services is dedicated to providing top-notch services and guidance to help you navigate the complexities of the financial world.

Michael J O'Keeffe - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 1 Huntington Quadrangle, Melville, New York, United States. The institution offers a range of certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, retirement planning, estate planning, and financial analysis. The institution is committed to providing top-notch financial advice and services to individuals and businesses, ensuring that clients receive the highest level of professionalism and expertise.

The Long Island Market - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. With a strong presence in the financial industry, this institution provides a wide range of financial services to its clients. From investment management to wealth planning, their team of experts is dedicated to helping individuals and businesses achieve their financial goals. Visit The Long Island Market - UBS Financial Services Inc. for personalized financial guidance and top-notch service.

The Reilly Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 445 Broadhollow Road, Melville, New York, United States. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution offers consultations on financial planning concepts, but does not guarantee future financial results. Users of the site must adhere to Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. Clients can refer friends or family members to help them achieve their financial goals. The institution prioritizes privacy and security, with an Online Security Guarantee and information on email fraud.

SW Financial is a leading finance institution located at 1295 Walt Whitman Road in Melville, New York, United States. With a strong reputation for providing top-notch financial services, SW Financial offers a wide range of solutions tailored to meet the unique needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our team of experienced professionals is dedicated to helping you achieve your financial goals. Visit us today and see how SW Financial can help secure your financial future.

Richard Rubin-Ameriprise Financial is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. With a focus on individual goals and risk tolerance, we provide investment and portfolio recommendations tailored to each client. Our team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can easily access their investments and track progress towards their goals securely from any device. Estate planning and wealth transfer services are also available to help clients prepare their legacy wishes. By scheduling a complimentary initial consultation, clients can learn more about how personalized advice can help them reach their financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states, and additional information can be found on the advisor's personal website or FINRA's BrokerCheck website. We are committed to helping clients achieve financial success and appreciate the opportunity to assist their friends and family members as well.

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."

Abney & Associates - Ameriprise Financial Services, LLC is a finance institution located at 445 Broadhollow Road, Melville, New York, United States. They offer a variety of financial services including investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance. The institution emphasizes regular meetings to review progress and adjust strategies as life changes. Clients can access their accounts and track progress towards their goals securely from any device. The institution also offers complimentary initial consultations to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution cannot guarantee future financial results. Clients can refer friends or family members for financial assistance, and they will be contacted soon. Abney & Associates - Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and users of their website agree to be bound by their rules and regulations.

Macchiarola Roy J is a reputable accounting and finance institution located at 734 Walt Whitman Road in Melville, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Macchiarola Roy J is dedicated to helping you achieve your financial goals. Trustworthy and reliable, this institution is committed to providing excellent service and expertise in all areas of accounting and finance.

Greene & Company LLP is a reputable accounting and finance firm located at 425 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax planning, auditing, financial consulting, and more. Known for their expertise and dedication to client satisfaction, Greene & Company LLP is a trusted partner for individuals and businesses seeking top-notch financial guidance.

Megan D. Muccio, CPA, PLLC is a professional accounting and finance institution located at 510 Broadhollow Road in Melville, New York. Specializing in personal finance and tax preparation, our team is dedicated to educating clients on the intricacies of their finances to help alleviate stress and increase financial knowledge. As the tax season approaches, we are here to guide you through the process and ensure you are prepared for the year ahead. Contact us today to learn more about how we can help you manage your personal finances effectively.

Zerah & Company CPA is a leading accounting firm located at 445 Broadhollow Road in Melville, New York. Our team of experienced Certified Public Accountants (CPAs) provides a wide range of financial services to individuals and businesses in the United States. We offer expert tax planning and preparation, audit and assurance services, bookkeeping, and consulting to help our clients achieve their financial goals. With a commitment to excellence and personalized service, Zerah & Company CPA is dedicated to helping our clients succeed.

Klueg Filippone & Co CPAs LLP is a reputable accounting and finance institution located at 1 Huntington Quadrangle in Melville, New York, United States. With a team of experienced certified public accountants, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax preparation, auditing, consulting, and financial planning. Clients can trust Klueg Filippone & Co CPAs LLP to provide accurate and reliable financial guidance to help them achieve their goals.

Fred J Catalano - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York. As a branch of the renowned Morgan Stanley financial services firm, Fred J Catalano offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors, they provide personalized investment strategies, wealth management, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or manage your assets, Fred J Catalano - Morgan Stanley is dedicated to helping you achieve your financial goals.

Rogers & Co is a reputable accounting and finance institution located at 534 Broadhollow Road in Melville, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. From tax preparation to financial planning, Rogers & Co is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Visit their office today to see how they can assist you with your accounting and finance needs.