Client relationship 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.

Kingsview Partners - Melville Office is a leading finance institution located at 425 Broadhollow Road in Melville, New York, United States. Our team of experienced financial advisors provides personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Kingsview Partners is committed to helping individuals and businesses navigate the complexities of the financial market. Contact us today to schedule a consultation and learn how we can help you secure your financial future.

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 Terence J McLaughlin, located at 300 Broadhollow Road, Melville, New York, United States, is a finance institution led by Managing Director Terry McLaughlin. With over three decades of experience, Terry and his team of specialists provide personalized wealth management strategies for nonprofits, business owners, and high-net-worth families. They offer services such as investment management, specialty asset management, philanthropy, trust and estate planning, and banking. Terry's goal is to establish lasting relationships with clients, guiding them through the challenges and opportunities that come with significant wealth. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust, personal experience, and a commitment to putting clients' goals first. They offer innovative financial strategies to help clients navigate evolving markets and changing environments. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own 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.

The Modern Medicare Agency, located at 445 Broadhollow Road in Melville, New York, is a health insurance agency dedicated to helping individuals navigate the complexities of Medicare. Our experienced agents are ready to answer all your Medicare questions and provide personalized advice to ensure you find the right coverage for your healthcare needs. Whether you're looking for Medicare Supplement Plans, Medicare Advantage Plans, or Medicare Part D coverage, we have a wide range of options to suit your requirements and budget. Paul Barrett, our expert in the field with years of experience, leads our team in providing top-notch service to our clients. We believe in building long-term relationships with our clients, offering ongoing support even after enrollment. Our goal is to simplify the Medicare enrollment process and empower you with the information you need to make confident decisions about your healthcare coverage.

Located at 225 Broadhollow Road in Melville, New York, David I. Pankin, P.C. is a finance and lawyer institution specializing in bankruptcy, foreclosure defense, loan modifications, and consumer protection matters. With over 18 years of experience, their team has successfully represented over 10,000 clients in Long Island, NY. They also have convenient locations in Brooklyn and Manhattan. Their dedicated Long Island bankruptcy lawyers and foreclosure attorneys work tirelessly to find the best solutions for clients facing debt issues. Offering free case reviews, the firm uses their knowledge and expertise in bankruptcy laws and foreclosure defense to provide clients with a fresh start towards financial success.

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.

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.

Live Love Loud Mental Health Counseling PLLC is a compassionate and professional mental health counseling institution located in Melville, New York. Our dedicated team of counselors are committed to providing high-quality mental health services to individuals of all ages. We offer a safe and supportive environment where clients can explore their thoughts and feelings, and work towards healing and personal growth. At Live Love Loud, we believe in the power of therapy to transform lives and help individuals live their best life. Visit us at 68 South Service Road to start your journey towards mental wellness today.

Steven G. Rise, PhD, LCSW-R is a counseling center located at 900 Walt Whitman Road in Melville, New York. Led by licensed psychotherapist Steve Rise, the team at this institution offers psychotherapy, counseling, and seminars for individuals facing difficult challenges in life. With a belief in the ability of every individual to change given the right tools and understanding, Steven G. Rise, PhD, LCSW-R provides support and guidance to help clients navigate through tough times. As a Christian counseling center, they have several licensed counselors available to assist clients in central Long Island. If you are looking for help and support, Steven G. Rise, PhD, LCSW-R is here to help you on your journey towards healing and growth.

Long Island Mental Wellness is a leading health institution located at 150 Broadhollow Road in Melville, New York. Our dedicated team of professionals is committed to providing high-quality mental health services to individuals in need. With a focus on holistic wellness and personalized care, we offer a range of therapeutic approaches to support our clients in achieving mental well-being. Whether you are seeking therapy, counseling, or psychiatric services, our experienced staff is here to help. Visit Long Island Mental Wellness to take the first step towards a healthier mind and a happier life.

Kimberly Meere, LCSW is a health institution located at 535 Broadhollow Road in Melville, New York, United States. As a Licensed Clinical Social Worker, Kimberly Meere provides professional counseling services to individuals seeking support for mental health concerns. With a compassionate and empathetic approach, Kimberly offers therapy sessions tailored to each client's unique needs and goals. Whether you are struggling with anxiety, depression, relationship issues, or other challenges, Kimberly Meere, LCSW is dedicated to helping you navigate through difficult times and achieve personal growth and healing.

Figlerski Psychological, led by Dr. Lesli Figlerski, Ph.D., is a reputable health institution located at 34 Roundtree Drive in Melville, New York, United States. Dr. Figlerski specializes in providing expert psychological services to individuals seeking support and guidance. With a focus on promoting mental wellness and personal growth, Figlerski Psychological offers a safe and welcoming environment for clients to explore their emotions and overcome challenges. Whether you are struggling with anxiety, depression, relationship issues, or simply seeking personal development, Dr. Figlerski and her team are dedicated to helping you achieve a healthier and happier life.

Dash Law Firm PC, located at 110 Marcus Drive in Melville, New York, offers a team of attorneys with extensive legal and business experience in a variety of areas. Whether you have personal or commercial legal needs, our firm has the resources and expertise to assist you. We pride ourselves on providing personalized legal services tailored to each client's specific requirements. Our firm also maintains relationships with specialized counsel in various fields, ensuring that we can meet all of your legal needs. From elder law to bankruptcy to matrimonial law, we have the expertise to handle any case. Dash Law Firm also serves as trial counsel for prestigious law firms, handling their most challenging cases with professionalism and efficiency. Contact us today with any questions or to learn more about our services. Phone: (631) 393-7421 / (631) 465-0058 Fax: (631) 465-0057.

Merrill Lynch Financial Advisor Corey Streim, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to understanding your financial goals and helping you achieve them. With a personalized approach and access to investment insights from Merrill and banking solutions from Bank of America, Corey Streim works with you to develop a plan that addresses your unique needs and priorities. By taking into account your aspirations, questions, and concerns, the institution aims to help you manage, grow, and preserve your wealth for the future. Whether you are planning for retirement, saving for a home, funding education, or passing on wealth to future generations, Corey Streim offers advice and guidance tailored to your specific goals. Through the Merrill Investment Advisory Program, you can benefit from custom strategies that balance risk and reward, ensuring you stay on track to meet your financial objectives. With a team of experienced professionals committed to building strong client relationships, Merrill Lynch Financial Advisor Corey Streim provides personalized service and support to help you achieve your financial goals.

Todd Geller, a financial advisor at Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, offers personalized advice to help clients reach their financial goals in the short and long term. With 50 years of combined experience in the financial services industry, Todd Geller and Associates are dedicated to getting to know clients, learning about their dreams and goals, and helping them achieve financial success. The team takes the time to understand what is truly important to each client and their family, providing a 1-to-1 relationship that clients can trust. By setting up a complimentary initial consultation, clients can begin their journey towards a more confident financial future. Ameriprise Financial Services, LLC, a registered investment adviser, offers investment advisory products and services to help clients navigate the complex markets and reach their unique goals. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. To learn more about Todd Geller and Associates, visit FINRA's BrokerCheck website for background and qualification information. If you have questions or would like to schedule a consultation, get in touch today.

Realty Tax Challenge, located at 510 Broadhollow Road in Melville, New York, has been assisting commercial property owners in New York for over 25 years. Specializing in reducing real estate taxes, they offer unmatched market knowledge and expertise to help lower property tax assessments to the lowest possible level. With a team of experienced professionals, they monitor assessments to ensure ongoing reductions and work to obtain the highest reductions possible for their clients. Serving all of New York State, including Nassau, Suffolk, Westchester, Putnam, and Orange counties, Realty Tax Challenge has a proven track record of success, having achieved over $100 million in real estate reductions for their clients. As proud members of the National Property Tax Group, they are part of a network of tax professionals providing national coverage and localized knowledge, resources, and relationships to benefit their clients. Contact Realty Tax Challenge today to speak with a real estate tax assessment consultant and start the process of obtaining the maximum tax relief available for your property.

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 McCarron & Diess, your trusted legal partners located at 707 Walt Whitman Road, Melville, New York. As a premier law firm, we specialize in providing comprehensive legal services tailored to meet the unique needs of our clients. Our team of experienced attorneys is dedicated to delivering expert guidance and effective solutions across a wide range of legal areas. At McCarron & Diess, we understand that navigating the legal landscape can be challenging. That’s why we are committed to offering personalized attention and strategic advice to help you achieve the best possible outcomes. Whether you are facing a complex legal dispute or require assistance with regulatory compliance, our knowledgeable lawyers are here to support you every step of the way.

Welcome to Lazer, Aptheker, Rosella & Yedid: Louis H. Fiore, your trusted legal partner located in the heart of Melville, New York. Situated at 225 Old Country Road, our esteemed law firm is dedicated to providing exceptional legal services tailored to meet the diverse needs of our clients. With a strong commitment to excellence and integrity, our team of experienced attorneys, led by Louis H. Fiore, specializes in a wide range of legal areas. Whether you're seeking counsel for business law, real estate matters, litigation, or personal legal issues, we are here to guide you through every step of the legal process.

Welcome to the Law Office of Ronald D. Weiss, P.C. Located at 80 Orville Drive, Bohemia, New York 11716, the Law Office of Ronald D. Weiss, P.C. is dedicated to providing comprehensive financial legal services to individuals and businesses in the greater Long Island and New York area. With over three decades of experience, our firm specializes in a wide range of financial legal matters including bankruptcy, foreclosure defense, and debt negotiation.

Welcome to the Law Office of Ronald D. Weiss, P.C. Located at 33 Flying Point Road, Southampton, New York, the Law Office of Ronald D. Weiss, P.C. is your trusted partner for navigating financial challenges and legal complexities. With over 30 years of experience, Ronald D. Weiss and his team specialize in bankruptcy law, foreclosure defense, mortgage modifications, and debt negotiation, providing invaluable legal solutions to individuals and businesses across Long Island and New York.

Welcome to Complete Care Insurance Co, your trusted insurance agency located in the heart of Melville, New York. Situated at 330 Maxess Road, we are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. Our team of experienced professionals is committed to offering personalized service and expert guidance to help you navigate the complexities of insurance. Whether you're seeking coverage for your home, auto, business, or health, we offer a wide range of products designed to protect what matters most to you. At Complete Care Insurance Co, we believe in fostering long-lasting relationships with our clients through transparency, reliability, and exceptional customer service. Visit us today and discover how we can help secure your future with confidence.

Welcome to Life Insurance Service, your trusted insurance agency located at 101 Victoria Place, Melville, New York. We specialize in providing comprehensive life insurance solutions tailored to meet the unique needs of individuals and families in our community. Our experienced team is dedicated to helping you secure your financial future by offering personalized advice and a wide range of insurance options. Whether you're looking for term life, whole life, or universal life insurance, we are committed to finding the right policy for you. At Life Insurance Service, we prioritize customer satisfaction and strive to build lasting relationships with our clients. Visit us today and let us assist you in protecting what matters most.

Welcome to Platinum Properties of Long Island LLC, your premier real estate agency located in the heart of Melville, New York. Situated at 691 Walt Whitman Road, we are dedicated to serving the diverse real estate needs of our community and beyond. Our expert team is committed to providing personalized, professional service to help you navigate the dynamic real estate market of Long Island. Whether you are buying, selling, or renting, Platinum Properties of Long Island LLC offers a comprehensive range of services tailored to your unique requirements. Our experienced agents possess in-depth local knowledge and a passion for delivering exceptional results. We pride ourselves on building lasting relationships with our clients, founded on trust, transparency, and integrity.

EA Tax Relief, Inc. in Long Island, located at 200 Broadhollow Road in Melville, New York, is an IRS Representation firm specializing in accounting, finance, and legal services. Our team of tax professionals is dedicated to standing on behalf of individuals and businesses during IRS tax collection or audit cases. We believe that every taxpayer has fundamental rights when dealing with the IRS, and we are committed to protecting those rights. At EA Tax Relief, Inc., we offer personalized strategies for each case, ensuring a one-on-one relationship with our clients. We are not just another national company where you are just a case file number. Our firm is BBB accredited, demonstrating our commitment to resolving consumer complaints and providing quality service to the public.

Welcome to the Law Office of Charles Wallshein Esq, your trusted legal partner located at 35 Pinelawn Road, Melville, New York. As a dedicated legal professional, Charles Wallshein brings years of experience and a commitment to providing personalized legal services to individuals and businesses in the Melville area and beyond. At Charles Wallshein Esq, we understand that navigating the legal landscape can be challenging. Our practice is devoted to offering comprehensive legal guidance and representation tailored to meet your unique needs. Whether you require assistance with real estate law, business law, or civil litigation, our firm is here to help you achieve your goals with integrity and professionalism.

Welcome to JLL, your trusted real estate agency located at 225 Broadhollow Road, Melville, New York. At JLL, we are dedicated to providing comprehensive real estate solutions tailored to meet your unique needs. Whether you are looking to buy, lease, or invest in properties, our expert team is here to guide you every step of the way. Explore a wide range of properties for sale or lease across the United States, perfectly suited to fit your location and investment portfolio. Our services extend beyond traditional real estate transactions, offering advisory and financing solutions for all commercial property types. We are committed to creating environments that attract tenants, employees, and buyers, enhancing property value through strategic positioning, marketing, and leasing.